Michael Mousheh is a financial advisor with Fidelity Investments, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Thrivent Financial and various healthcare and education organizations. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non‑discretionary portfolios across a range of investment products.

David Kane is a financial advisor at Raymond James Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley for nine years before joining Raymond James in 2021. Kane is also the president and sole partner of Kane Wealth Group, a support company based in Downers Grove, IL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and uses various analytical tools to assist client decision-making, supporting implementation through its advisory programs and other providers.

Mollie Cremens is a financial advisor at Edward Jones in Naperville, IL, holding a Series 66 designation with five years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving a diverse client base including individual, institutional, corporate, and charitable clients. The firm manages over $1 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.

Ryan Mc Neill is a financial advisor with Raymond James Financial in Wheaton, IL, holding Series 63 and Series 66 designations and 16 years of industry experience. He previously worked for Natixis Advisors, LLC and Natixis Distribution, LLC for 16 years before joining Raymond James in 2026. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, pension and profit-sharing plans, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through advisory programs, municipal and public-finance services, and specialized consulting solutions.

Patrick O'Donnell is a financial advisor with Raymond James & Associates in Naperville, IL, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James & Associates since 2016 and is involved as a managing partner in a family business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and other entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, combining various portfolio management styles and affiliated research.

Alexandra Wilson is a financial advisor at Ameriprise with five years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2020. Prior to her advisory role, she was employed at the University of Phoenix and Elgin Community College and has been involved with Vector Marketing since 2015. Ameriprise offers a retirement-income planning service targeted at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations typically delivered within 180 days of enrollment. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions, emphasizing managed accounts and utilizing algorithmic tools alongside a centralized consulting team.

Tiffany Magnan is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo since 2016, including time at Wells Fargo Clearing prior to her current role. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet certain net-worth thresholds, utilizing proprietary research and tools to develop customized recommendations.

Michael Bishop II is a financial advisor at Raymond James Financial with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James Financial Services since 1999. He also owns Brunnup Weldon Financial Group, a support company unrelated to investment activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

Ryan Klatt is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 designation and is based in Naperville, 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 through a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Michelle Dunigan is a Series 66-registered advisor with Ameriprise, based in Lockport, IL, and has 18 years of experience in the financial industry. Her prior roles include positions at The Huntington Investment Company, LPL Financial, BMO Harris Financial Advisors, and RBC Capital Markets. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, combining investment research, algorithmic tools, and ongoing advice within a defined investment and product framework.

Nathen Pastorik is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at GIS Benefits, Inc., Transamerica Investors Securities Corporation, Transamerica Retirement Solutions, Princor Financial, and Principal Financial. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Bianca Bowman is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning her advisory career in 2026. Her prior experience includes roles at Bankers Life and Heartland Bank & Trust. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable entities. The firm employs a model-driven approach using portfolios developed by research and third-party strategists and offers access to financial planning, third-party asset managers, and various affiliated financial products and services.

Gretchen Nowag is a financial advisor with Primerica Advisors in Aurora, IL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Primerica Advisors since 1999 and Primerica Financial Services since 1998. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation managed in conjunction with BNY Mellon Advisors.

David Poitras is a financial advisor at Robert W. Baird & Co. with 41 years of industry experience. He has been with Robert W. Baird since 2006 and holds Series 63 and Series 65 designations. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research, manager selection, and the use of technology such as artificial intelligence.

Kevin Geist is a financial advisor with Cetera who holds Series 63, 65, and 66 credentials and has 25 years of industry experience. His prior roles include positions at JPMorgan Chase Bank and Equitable Financial Life Insurance Company. Geist is also involved with Schumann Financial, an investment-related business. Cetera Investment Advisers LLC provides services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning solutions utilizing multiple program structures and third-party managers.

Jack Carter is a Series 66-licensed financial advisor at Wells Fargo Clearing with six years of industry experience. His prior roles include positions at AuguStar Distributors Inc., Ares Wealth Management, Calamos Financial Services LLC, Dearborn Partners, and Fidelity Brokerage Services LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through more than 14,000 financial advisors. The firm utilizes research from Wells Fargo Investment Institute and third parties, employing diversification principles and modern portfolio theory in its investment evaluations.

Mark Pomeroy is a financial advisor at Raymond James Financial Services Advisors, Inc. with seven years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Bank of America, Merrill Lynch, and JPMorgan Chase. Outside of his advisory role, he owns and manages hololedger llc, a business focused on collectible trading card and hobby merchandise resale. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling to support client goals.

Tracy Couch is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley and its affiliates since 2007. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through employer financial planning agreements.

Michael Lacey is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and with 20 years of industry experience. His career includes roles at MassMutual Life Insurance Company, Guardian Life Insurance Company, and Signature Resources Capital Management LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a focus on collaborative, annual planning engagements using firm-approved tools and methodologies.

Jonathan Alberts is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Iron Horse Wealth Management. Outside of finance, he spent time working at aquatic centers earlier in his career. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.