James Morton is a financial advisor with Raymond James Financial Services Advisors, Inc., holding ChFC® and Series 63 designations and bringing 45 years of industry experience. He has worked with Raymond James since 2012 and is also president of Morton Private Wealth Strategies, Inc. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized programs in municipal advisory and SIMPLE IRA employer consulting.

Debleena Chaudhuri is a financial advisor at Merrill with five years of industry experience. She holds a Series 66 designation and has worked at Bank of America, Merrill, and US Bank since 2018. Merrill, together 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Buhrt is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on creating personalized wealth management strategies tailored to his clients' unique life priorities and financial goals. Matthew works closely with individuals, families, and business owners to develop flexible plans that adapt to changing market conditions and leverage the investment insights of Merrill alongside the banking and lending services of Bank of America. His areas of expertise include family wealth management strategies, managing new wealth, personal retirement planning, individual and corporate investment strategies, and retirement income planning. Matthew utilizes a comprehensive range of services such as financial planning, investment management, tax-efficient growth optimization, education savings, and fiduciary trust services to provide a robust wealth management experience. Matthew holds a Bachelor's Degree from the University of Illinois and holds the Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA) professional designations. Outside of work, he has personal interests that include basketball, golfing, music, reading, and spending time with his family.

Theresa Sliva is a financial advisor with Primerica Advisors in Des Plaines, IL, holding Series 63 and Series 65 credentials and over 41 years of industry experience. She has been with Primerica Advisors since 1984 and Primerica Financial Services since 1991. Outside of advising, she is involved in the sale of home security, automation products, and loan products through affiliated Primerica companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Brandon Johnston is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has previously worked with Equitable Advisors LLC and Crawford & Winiarski Financial Consulting. Outside of finance, he has been involved with Miami University Intramural Sports and the Detroit City Football Club. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice. The firm’s approach includes tax-aware withdrawal strategies and collaborates with clients’ advisors to implement non-discretionary recommendations.

Jake Coss is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Northwestern Mutual, Battaglia Industries, and Hy-Vee. He has been involved with the Crystal Lake Country Club for three years. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Phu Nguyen is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. He has worked at J.P. Morgan Securities since 2015 and has prior experience with JPMorgan Chase Bank, N.A. Beginning in 2015, Nguyen also operated a small business in the personal care industry for two years. 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 non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Jeffrey Bonsol is a financial advisor with J.P. Morgan Securities in Carol Stream, IL, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His career includes roles at JPMorgan Chase Bank, Bank of America, Merrill, and Avatar Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a program supported by centralized due diligence and a combination of quantitative and qualitative research.

James Bushy is a financial advisor at LPL Enterprise LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and previously worked at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory role, he serves as a board member for the Elmhurst Symphony Orchestra, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment approaches and offers access to third-party asset managers, with additional services including financial planning and insurance product sales through affiliated entities.

John Winkates is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior work includes roles at Wells Fargo Clearing Services and A.G. Edwards & Sons. He is also involved in other business activities as a financial advisor with Morton Private Wealth Strategies and Winkates Wealth Management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individual, high-net-worth, institutional, and nonprofit clients. The firm provides non-discretionary planning tailored to client goals using risk profiling and modeling tools and supports municipal and public finance work as well as SIMPLE IRA advisory programs.

Vince Marino is a CFP® professional with 26 years of industry experience, currently serving at J.P. Morgan Securities since 2012. He has also been affiliated with JPMorgan Chase Bank, N.A. for over two decades. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research to develop model asset allocations, with implementation supported by affiliated investment-management entities.

Christopher Petrungaro is a financial advisor with Edward Jones in Elmhurst, IL, holding Series 63, Series 65, and Series 66 licenses and possessing 31 years of industry experience. He has been with Edward Jones since 2018 and previously worked at New York Life for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Magdalena Marinescu is a financial advisor with Fidelity, holding a Series 66 designation and four years of industry experience. Her background includes roles at Verizon and AT&T prior to joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios composed of mutual funds, ETFs, and ETPs.

Alvin Boyd is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Uber and CarMax. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services through a large network of financial advisors and branch offices nationwide.

Katherine Mangiardi is a financial advisor at Fisher Investments with 19 years of industry experience. She holds the Series 63 and Series 66 credentials and has previously worked at Fidelity Brokerage Services, Transamerica Financial Advisors, and Wfg. Outside of her advisory role, she is the CEO and owner of Fierce Females LLC, a personal podcasting venture focused on interviewing women entrepreneurs. Fisher Investments serves a diverse global clientele, including institutional and high-net-worth clients, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to build globally diversified portfolios and provides a range of services, including sub-advisory and retirement plan management.

Steven Whiting II is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work includes roles at WFGIA/Transamerica Financial Advisors and several major airlines, such as American Airlines Group, National Airlines, FedEx, and United Airlines. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors. The firm combines a large retail advisor and branch presence with affiliated capabilities, including a trust company and proprietary funds, operating under a fiduciary standard.

Jeremy Meinhardt is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Kindred Healthcare. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its use of algorithmic methods, AI technologies, and its registered role with the CFTC as a commodity pool operator.

James Czerniak is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley Private Bank, Morgan Stanley, LPL Financial, and LaSalle Financial Services. He also serves as Chief Investment Officer for Ambassador Wealth Management, where he is involved in portfolio review, new business development, and client servicing. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and efficient frontier analysis.

Marvene Devoy is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. Prior to joining Wells Fargo in 2016, she worked at A. G. Edwards & Sons, Inc. from 2002 to 2008. 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 and employing over 14,000 financial advisors.

Joseph Nelson is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Woodridge, IL. He has 12 years of industry experience, including 11 years at J.P. Morgan Securities and JPMorgan Chase Bank. He has also been affiliated with Eastern Michigan University since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative due diligence to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.