Eric Renouf is a financial advisor at Edward Jones with Series 66 registration and one year of industry experience. He previously worked at Wells Fargo NA from 2014 to 2023. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Zachary Perez is a Series 66-licensed financial advisor at J.P. Morgan Securities with eight years of industry experience. His career includes roles at Merrill Lynch and Fidelity prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Perez is also involved with XGG Collectibles, an entrepreneurial venture. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver customized asset allocation advice, investment manager searches, and performance reporting.

Jeff Crum is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 1994. He has been in the financial services industry for 35 years, beginning his career as a Financial Advisor at Prudential Bache Securities from 1990 to 1994. Jeff focuses on the process of financial planning at the beginning of client relationships, emphasizing the unique nature of each client's situation. He partners with clients to address what is important to them and their families, developing tailored game plans. Outside of his professional work, Jeff enjoys boating, family activities, fitness, golf, and spending time at the lake. He is also involved in volunteering.

Himanshu Oza is a financial advisor at Primerica Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Advisors since 2019. Prior to that, he held roles at CVS Health and Nielsen. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Joseph Batelli is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His background includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, JPMorgan Chase Bank, Foresters Financial, and Northwestern Mutual Investment Management. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services including estate planning strategies and investment management.

Bridget Houser is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Platania Financial, HyperAMS, and Maestro Health. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a range of financial planning and investment management solutions.

Courtney Kaufmann is a Series 66 licensed financial advisor at Morgan Stanley with three years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at ICS Solutions and The Sugar Circle in various roles. Outside of her advisory work, Kaufmann creates content on YouTube. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through Corporate Financial Planning agreements.

Patrick Schiltz is a CFP® and ChFC® professional with 21 years of experience in the financial services industry. He has been with Edward Jones since 2005, based in Arlington Heights, IL. 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, operating under a fiduciary standard.

Rebecca Coleman is a financial advisor with Cetera who holds a Series 66 designation and has 25 years of industry experience. She has worked at Cetera since 2004 and also serves as a partner at Coleman & Associates CPA's Ltd, providing financial and tax services. In addition to her advisory roles, she is the treasurer of A Red Orchid Theatre, a nonprofit organization based in Chicago. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform that allows advisors to implement various portfolio management strategies through affiliated and third-party managers across multiple program structures.

Todd Wentland is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 designations and 18 years of industry experience. He has been with J.P. Morgan Securities since 2022 and has worked at JPMorgan Chase Bank, NA since 2003. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to develop model asset allocations, incorporating ESG criteria and utilizing broader derivatives and commodities capabilities.

Kristi Braun is a financial advisor at Merrill with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Merrill since 1997 and Bank of America, N.A. since 2009. Outside of her advisory role, she is associated with Abbey Villa Unit in Fontana, Wisconsin. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Jana Pretzer is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Elgin, IL, bringing 12 years of industry experience. She has worked at Robert W. Baird since 2019 and previously at Wells Fargo Clearing from 2016 to 2019. Pretzer serves as Treasurer for the North American Versatile Hunting Dog Association (NAVHDA). She is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations through a variety of financial planning, portfolio management, and brokerage services. The firm combines manager-traded and model-traded strategies with ongoing research and monitoring and manages approximately $394 billion in regulatory assets as of December 2025.

Meghan Martin is a financial advisor with J.P. Morgan Securities, holding a Series 66 license and three years of industry experience. She previously worked for Bank of America/Merrill Lynch for ten years. Outside of her advisory role, she owns a habit tracking application through Spark Mind Body Spirit LLC and serves as managing member of Bonka LLC, an Airbnb rental business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates centralized due diligence with quantitative and qualitative research, offering a range of eligible investment strategies.

Adam Selman is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and a decade of industry experience. He has been with J.P. Morgan entities continuously since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and may incorporate an ESG eligibility framework.

Matthew Johnson is a financial advisor with LPL Financial in Barrington, IL. He holds a Series 66 designation and began his advisory career in 2025. Prior to joining LPL Financial, he has experience at institutions including Wintrust Bank, Amazon Web Services, and American Family Insurance. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Kurt Reif III is a financial advisor at OSAIC with 22 years of industry experience and holds the Series 66 designation. Prior to joining OSAIC in 2025, he worked at Lincoln Financial Securities and has been involved with REI Financial, LLC and Kensington Financial Services for several years. He also owns and operates insurance agencies where he offers a range of insurance products including health, disability, and life insurance. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a model-based investment process supported by advanced portfolio optimization tools and offers both brokerage and advisory services across multiple financial programs.

Russell Warye is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. His career includes roles at HUB International Investment Services, Global Retirement Partners LLC, and Highpoint Advisor Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Daniel Fiarito is a financial advisor at Edward Jones with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward D. Jones & Co., L.P. since 1998. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Christopher Valentine is a CFP® professional with 26 years of industry experience, all of which have been with Edward Jones since 2000. He holds Series 63 and Series 66 licenses and is based in Park Ridge, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Tray Moses is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. He has held roles at several firms including Thrivent Investment Management and Avantax Insurance Agency, and is currently affiliated with multiple wealth management entities under the Wehring and DB Wehring brands. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment options.