Stephene Norwood is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 credential and 17 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and integrates structured planning tools and methodologies such as Monte Carlo simulations in its financial planning process.

Meeta Vakil is a Certified Financial Planner (CFP®) with 17 years of industry experience. She has worked at J.P. Morgan Securities since 2014, with prior experience at Wells Fargo Clearing, A.G. Edwards & Sons, Inc., and Morgan Stanley & Co. LLC. 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 searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research and incorporates an ESG eligibility framework.

George Tolbert is a financial advisor at Robert Baird & Co. with four years of industry experience. He holds a Series 66 designation and previously served four years in the U.S. Army. Prior to his current role, he had a one-year tenure at Robert W. Baird and attended The Citadel, Military College of South Carolina. Baird’s Private Wealth Management department, including the DDK Group team, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services such as financial planning, portfolio management, separately managed account programs, and custody and brokerage services, with investment strategies supported by internal research and ongoing manager oversight.

Steven Davis is a CFP® professional with 17 years of industry experience. He has worked at LPL Financial since 2023 and previously spent 12 years at Edward Jones. Davis operates under the Madison & Wealth Management DBA for his LPL business. 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 financial planning and investment management services, incorporating model portfolios, third-party subadvisors, and customized strategies.

Andrew Reynolds is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he serves as a trustee and executor for family trusts and estates. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, offering services that include financial planning, access to external asset managers, and insurance product facilitation.

Natalie Vaswani is a financial advisor with Wells Fargo Clearing in Oak Brook, IL, holding Series 63 and Series 66 licenses and possessing 34 years of industry experience. She has been with Wells Fargo Clearing Services LLC since 2018 and previously worked at UBS Financial Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes a research-driven approach grounded in diversification and modern portfolio theory.

Michael Lindberg is a financial advisor with Ameriprise in Glen Ellyn, IL, holding a Series 66 designation and eight years of industry experience. He has been with Ameriprise and its affiliated entities since 2017. Outside of his advisory role, Lindberg serves as president of Peace for Pits, Inc., a charitable animal welfare organization. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Cachet Ramsey is a financial advisor at Morgan Stanley in Oak Brook, IL, with 16 years of industry experience. They hold a Series 66 designation and have been with Morgan Stanley since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Christopher Tutt is a financial advisor at Fidelity with Series 63 and Series 65 licenses and one year of industry experience. He previously worked at Thrivent Financial, Thrivent Investment Management Inc, Bank of America, and PNC Bank NA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and advisor to multiple registered investment companies, with a focus on systematic methodologies and oversight controls.

Helen Ku is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 65 designations and has worked at various Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process and is noted for its advisory role to registered investment companies and use of systematic methodologies.

David Haefelin is a financial advisor with Ameriprise in Oakbrook Terrace, IL, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliates since 2001. Outside of his advisory role, he owns Haefelin Consulting, a consulting business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies. Their approach integrates proprietary research, third-party data, and algorithmic tools within a defined investment framework.

Steven Potter is a financial advisor with LPL Financial in Naperville, IL, holding a Series 66 designation and bringing 22 years of industry experience. His prior roles include seven years at Level Four Advisory Services, two years at Wells Fargo Clearing, and four years at A. G. Edwards & Sons, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning and model portfolios, leveraging a broad platform that integrates advisory and non-advisory financial activities.

Thomas Teegarden is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and over 53 years of industry experience. He has worked at various Raymond James entities since 2013 and is co-owner of Teegarden Wealth Advisors, a support company focused on opening a new branch in Oak Brook, Illinois. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations, using tailored, non-discretionary planning and analytical tools.

Nathan Ahearn is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2002. He holds Series 63 and Series 65 licenses and is based in Naperville, IL. 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 searches, and customized performance reporting. The firm combines quantitative and qualitative research supported by a centralized manager solutions team and incorporates ESG criteria in its recommendations.

Jeffrey Pringle is a financial advisor at Edward Jones with 23 years of industry experience. He has been with Edward Jones since 2002 and holds the Series 63 and Series 66 licenses. Outside of his advisory role, he is president of a video production small business, Pringle Video Creations, Inc., which serves wedding and corporate clients. 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 and is notable for its large retail advisor and branch network as well as affiliated capabilities beyond advisory services.

Nathaniel Lekarczyk is a financial advisor with Edward Jones in Wheaton, IL, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he held roles at JPMorgan Chase and the Park Ridge Park District, among other positions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, operating under a fiduciary standard.

Bryon Brandt is a financial advisor with Primerica Advisors in Oak Brook, IL, holding Series 63 and Series 65 licenses and having eight years of industry experience. His work history includes roles with the Cook County Clerk and a longstanding association with PFS Investments Inc. and Primerica Financial Services. He is involved in sales of investment-related products and also participates in referral activities for home security and automation products through related affiliates. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates at scale with thousands of advisors and utilizes model-driven strategies supported by third-party asset managers and custodians.

Katherine Kozlowski is a financial advisor with Raymond James & Associates in Naperville, IL, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and UBS Financial Services. 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 clients, and municipal entities, offering financial planning and consulting services that emphasize tailored, non-discretionary solutions supported by extensive research and a range of portfolio management styles.

Thomas Bechtel is a financial advisor with LPL Financial in Oak Brook, IL, holding a Series 66 designation and six years of industry experience. His prior roles include positions at JPMorgan Chase Bank and Charles Schwab, where he worked from 2018 to 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions delivered through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customizable strategies.

James Kendzior is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016. The firm serves individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. Wells Fargo Advisors operates at a large scale with over 14,000 financial advisors and approximately $671 billion in assets under management, providing both brokerage and advisory solutions.