Fay Elling is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative screens and qualitative research to support its advisory process and includes an ESG eligibility framework in its recommendations.

Jordan Rudick is a financial advisor at Cetera with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked with Avantax and The Pruitt Agency, Incorporated. Outside of advisory roles, he is involved in tax preparation, bookkeeping, payroll services, and business consulting through Pruitt Financial Services, LLC. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with access to third-party money managers across various program structures.

Catherine Evans is a Certified Financial Planner (CFP®) with 30 years of industry experience. She has been with J.P. Morgan Securities since 2006 and JPMorgan Chase Bank, N.A. since 2012, both based in Wheaton, IL. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes an ESG eligibility framework.

Jim Juchcinski is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. His background also includes roles outside finance at Brothers Rice High School and St. Rita of Cascia High School. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program. The firm employs a centralized due diligence process combining quantitative and qualitative research, supporting recommendations with forward-looking capital market assumptions.

John Petruzzi is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining J.P. Morgan Securities in 2022, he worked at New York Life Insurance Company for one year. Before his finance career, he held roles in the fitness industry. J.P. Morgan Securities provides institutional consulting services, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The program emphasizes a combination of quantitative and qualitative research supported by centralized due diligence.

Robert Welsch Jr. is a financial advisor with OSAIC based in Dundee, IL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at FSC Securities and The Retirement Group, LLC. He also consults for the Robert Welsch Family Estate Support, assisting with estate-related matters. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services, with an investment approach that emphasizes model-based asset allocation, portfolio optimization, and a multi-advisor platform.

Karen Chang is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012. Prior to that, she worked at JPMorgan Chase Bank, N.A. starting in 2005. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative screening and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Joel Eggerding is a financial advisor at Thrivent Investment Management with eight years of industry experience. He holds a Series 66 credential and has been with Thrivent Financial since 2017. Outside of his advisory role, Eggerding serves as a board member for the Chicago chapter of the C.S. Lewis Institute, an organization focused on Christian discipleship. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based analyses and written recommendations across multiple financial planning areas. The firm separates its planning services from managed account programs and does not accept discretionary trading authority for its Dedicated Planning Service.

Bruce Corsaro is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and bringing 19 years of industry experience. He previously worked at Fifth Third Securities for seven years before joining Morgan Stanley Smith Barney LLC in 2022. Outside of his advisory role, he acts as an employer to his wife, who is a caregiver for their special needs son in order to receive government funding for care. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs comprehensive planning tools and methodologies designed to model potential financial outcomes.

Valerie Foley is a financial advisor at Fidelity with five years of industry experience. She holds Series 63 and Series 66 designations and has worked at multiple firms, including J.P. Morgan Securities and GWFS Equities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages various portfolios including fund-of-funds and delivers model portfolios to intermediary platforms, with notable involvement in registered investment company advisory roles and algorithmic research.

Larry Chambers is a financial advisor with Ameriprise in Palatine, IL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Ameriprise and its predecessor entities since 1988. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset thresholds, offering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with algorithmic tools to support its centralized retirement-income consulting team.

Christina Sayner is a Series 66 licensed financial advisor with Edward Jones, based in Wheaton, IL. She has 13 years of industry experience and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, with a nationwide network of financial advisors and a broad set of affiliated financial services.

Jason Janes is a CFP® and ChFC® with Edward Jones in Elmhurst, IL, where he has worked since 2001, totaling 25 years of industry experience. His prior work history is exclusively with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Brian Washkowiak is a financial advisor at Edward Jones with 11 years of industry experience. He holds the CFA® designation and the Series 66 license. Prior to joining Edward Jones in 2021, he worked at Fairpointe Capital LLC for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Brian Zdeblick is a financial advisor at Ameriprise with 12 years of industry experience. He previously worked at Fidelity Investments and Nuveen Investments. Outside of his advisory role, he serves on the Board of Directors for the Tri City Chargers Youth Football organization in St. Charles, Illinois. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendation reports and ongoing annual planning focused on dependable income sources and tax-aware withdrawal strategies.

James Stone is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Osaic since 2023. He previously worked at Lincoln Financial Advisors Corporation for 24 years and SagePoint Financial, Inc. for one year. Outside of his advisory role, he is involved with Ironbridge Wealth Counsel, LLC as a financial planner and owns 26.2 Pacer LLC, which holds shares in Ironbridge Wealth Counsel. Osaic Wealth serves a diverse range of clients, including retail investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. Its investment approach emphasizes model-based asset allocation and portfolio optimization, utilizing tools such as risk-tolerance questionnaires and efficient frontier analysis.

Delali Afenya is a Series 66–licensed financial advisor with seven years of industry experience, currently practicing at Equitable Advisors in Oak Brook, IL. Prior to joining Equitable Advisors in 2019, he worked at AXA Advisors, LLC, Mike Fultz, and Elmhurst College. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party investment solutions delivered through a network of Investment Adviser Representatives.

Colleen Rapp is a financial advisor with Morgan Stanley in Barrington, Illinois, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her career includes roles at Ameriprise Financial Services, MCG Securities, and First Trust Portfolios. She serves as a board member for Women in Networking, a women's networking group based in Lake Zurich, Illinois. Morgan Stanley Wealth Management offers advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and delivers a range of financial services including estate planning and corporate financial planning agreements.

Amy Trotter is a financial advisor with Wells Fargo Advisors and holds Series 63 and Series 65 licenses. She has 36 years of industry experience, including time at Wells Fargo Clearing. She also owns and operates Trotter Wealth Management Group, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad menu of planning options and integrates advisory services with other financial products and referral channels.

Nancy Ambrose is a Series 66-registered financial advisor with Wells Fargo Clearing, based in Barrington, IL. She has 17 years of industry experience and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.