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 65 and Series 63 credentials and one year of industry experience. His work history includes seven years at Bank of America and four years at PNC Bank NA prior to his current role. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Helen Ku is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies, use of systematic methodologies, and application of AI-driven research tools.

David Haefelin is a financial advisor with Ameriprise in Tinley Park, IL, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate since 2001. Outside of his advisory role, he is involved in consulting through Haefelin Consulting. Ameriprise offers retirement-income planning services targeted at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves a broad client base with a wide range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Steven Potter is a Series 66 licensed financial advisor with 21 years of industry experience, currently practicing at LPL Financial in Naperville, IL. He previously spent seven years with Level Four Advisory Services and has been with LPL Financial since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and a variety of model portfolios and research resources.

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 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, also maintaining a long-standing role at JPMorgan Chase Bank, N.A. since 2002. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

Kevin Marpaung is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2014. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Bryon Brandt is a financial advisor at Primerica Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked with PFS Investments Inc. and Primerica Financial Services since 2016. His background includes multiple roles with the Cook County Clerk's office. In addition to advisory services, he engages in compensation-earning activities related to home loan products and home security referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Katherine Kozlowski is a financial advisor with Raymond James & Associates, holding Series 63, Series 65, and Series 66 licenses and bringing 17 years of industry experience. She has worked at Raymond James since 2020 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional investors, and municipal entities, and offers financial planning, investment consulting, and municipal advisory services.

Thomas Bechtel is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Chase Bank, J.P. Morgan Securities, and Charles Schwab. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a wide network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management supported by proprietary and third-party research.

James Kendzior is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Kathy Holtze is a financial advisor at Edward Jones in Wheaton, IL, with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Neil Moscicki is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations and Series 66 license. He has 26 years of industry experience, including ten years with Wayne Hummer Investments LLC prior to joining LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios and research from various sources.

Joseph Michalec is a financial advisor at Edward Jones with 31 years of industry experience. He holds the CFP® and ChFC® designations as well as Series 63 and Series 66 licenses. Michalec has been with Edward Jones since 1993. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a network of approximately 23,701 financial advisors nationwide.

Mark Serio is a financial advisor with Merrill in Palos Hills, IL, holding a Series 66 credential and eight years of industry experience. His career includes roles at Merrill since 2017 and Bank of America, N.A. since 2019. Outside of finance, he is involved in a family business, Joe's Italian Villa Inc., a restaurant where he handles customer service and operations on a part-time basis. 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 strategies and serves a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Anthony Pelegrino is a financial advisor with Primerica Advisors in Lombard, IL, holding Series 63 and Series 65 licenses and over 21 years of industry experience. He has been with Primerica Advisors since 2003 and has served as an officer and director of Impact Ministries DBA Impact Church since 2017. His background also includes involvement with Good Shepherd Lutheran Academy and Village Square Condominium. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited discretionary separately managed account options to individual and high-net-worth clients within a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, with a focus on percentage-based tiered wrap fees and ongoing oversight of potential conflicts.

Jonathan Vance is a CFP® professional with 21 years of experience, currently serving at J.P. Morgan Securities in Naperville, IL. He has been with J.P. Morgan Securities since 2012 and has also worked at JP Morgan Chase Bank, N.A. since 2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations and functions.

Paul Desruisseaux is a CFP®-certified financial advisor at Equitable Advisors with six years of industry experience. Prior to joining Equitable Advisors in 2025, he worked at Edward Jones for six years and Primerica for two years. In addition to his advisory role, he serves as an adjunct math professor at the College of DuPage and reviews scholarship applications for the CFP Board. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through program sponsors and endorsed third-party managers, offering advisory and brokerage solutions with a mix of discretionary and non-discretionary asset management.