Charles Jarvis is a financial advisor with Edward Jones in Wheaton, IL, holding CFP® and Series 66 credentials with 10 years of industry experience. He has worked at Edward Jones since 2019, following prior roles at Ausdal Financial Partners, Quasar Distributors, and Amplify Investments. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors, and manages approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Jason Rotter is a financial advisor with Edward Jones in Glen Ellyn, IL, holding Series 65 and Series 66 licenses and having 14 years of industry experience. He has been with Edward Jones since 2018 and previously worked at HomeMaker and ULU Capital. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors nationwide.

Julie Bjorklund is a financial advisor with Cetera, holding a Series 66 designation and 20 years of industry experience. She is an owner of Kapraun and Bjorklund Wealth Advisors LLC, a financial services firm, and has held roles at firms including Morgan Stanley, Raymond James & Associates, and Wells Fargo Clearing. Cetera Investment Advisers LLC is an SEC-registered advisor serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors.

Kimberly Tuzzolino is a financial advisor at Raymond James & Associates with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning and consulting services with a focus on non-discretionary guidance supported by firm research and model manager options.

James Defano is a financial advisor with LPL Enterprise, holding Series 63, 65, and 66 licenses and 10 years of industry experience. His prior roles include five years at Pruco Securities, LLC, and nine years operating Defano Physical Therapy. Outside of his advisory work, he umpires and referees youth baseball, softball, and basketball games. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Joshua Schachner is a financial advisor with Raymond James Financial and holds a Series 66 designation. He has 15 years of industry experience, including 15 years at Edward Jones before joining Raymond James in 2026. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses tailored non-discretionary planning and analytical tools to support client goals and operates a broad advisor network with specialized offerings including municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Charity Davis Lowe is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Elgin, Illinois, where she has worked since 2015. She has 14 years of experience in the industry. Outside of her advisory role, she assists with various non-investment activities including occasional caregiving and event service roles. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves a range of clients including individuals, corporate entities, pensions, and charitable organizations. The firm offers financial planning, portfolio management, and brokerage services, utilizing a mix of manager-traded and model-traded strategies alongside internal research and strategic partnerships.

Krzysztof Szypcio is a Financial Consultant at Fidelity Investments, a role he has held since 2021. He has been with Fidelity Investments since 2017, progressing through positions including Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked at Bank of America as a Relationship Manager and Relationship Banker from 2015 to 2017. Throughout his career, Krzysztof has focused on financial planning and client relationship management. He emphasizes a personalized approach to financial planning, aiming to understand clients' individual goals to co-create strategies tailored to their lives. Specific details regarding his education, credentials, personal interests, or community involvement were not provided.

William Christensen is a Series 66-registered advisor at Merrill with five years at the firm. His prior work experience includes roles at DSTP LLC and Home Depot. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Bradley Brown is a CFP®-designated financial advisor with 10 years of industry experience, currently serving clients at Edward Jones in Geneva, IL since 2016. His tenure at Edward Jones encompasses a full decade in the wealth management field. 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 and investment strategies, supported by a nationwide network of financial advisors and branch offices, and manages approximately $1.01 trillion in assets under management.

Anthony Sleezer is a financial advisor at Wells Fargo Advisors in Naperville, IL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Miami University of Ohio, Marmion Academy, and Holy Angels. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients meeting a net-worth threshold, utilizing Wells Fargo research and tools to develop customized recommendations.

Andrew Temple is a Certified Financial Planner® with nine years of industry experience. He is currently with Charles Schwab, having previously worked for Fidelity Brokerage Services for eight years. He holds Series 63 and Series 66 licenses. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Jon Bippert is currently a Market Leader at Fidelity Investments, where he leads a territory of local Investor Centers. In this role, he offers financial and investment guidance to customers and supports Financial Consultants in customizing financial plans tailored to clients' unique needs. Jon has extensive experience at Fidelity Investments, having held various positions since 2010. His previous roles include Vice President and Branch Leader from 2016 to 2026, Assistant Branch Manager in 2016, Vice President and Financial Consultant from 2015 to 2016, Vice President and Senior Account Executive from 2012 to 2015, and Private Client Vice President and Senior Account Executive from 2010 to 2012. Outside of his professional responsibilities, Jon enjoys family activities, golf, and traveling.

Stephen Ciaccio is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He has been with LPL Financial since 2010 and previously worked at Edward Jones from 2008 to 2010. In addition to his advisory role, Ciaccio operates a tax preparation and accounting business, providing tax planning, accounting advice, and related services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a broad network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, providing a range of financial planning, asset management, and institutional platforms.

Jignesh Chande is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Stefanie Synal is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with Primerica Advisors since 1999 and with 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 provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, delegating trading responsibilities to BNY Mellon Advisors.

Christopher Trifilio is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He previously worked at Camargo Group and has been associated with J.P. Morgan entities since 2023. Outside of his advisory role, he owns and operates FrugalReality.com, a lifestyle blog he founded in 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting.

Jeffrey Burgess is a financial advisor with Mass Mutual Investors Services in Lisle, Illinois. He holds the Series 66 and Series 63 designations and has 10 years of industry experience, all with MML Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory role, he serves on the Board of Ambassadors for the American Cancer Society, helping to organize the annual "Chip Away at Cancer" golf outing, and leads a local networking group for business owners and entrepreneurs. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs and educational seminars, focusing on collaborative, annual planning relationships and event-driven services such as divorce and estate-settlement planning.

Kenneth Kolnicki is a financial advisor with Cetera who holds the Series 63 and Series 65 designations and has 41 years of industry experience. He has worked at Cetera since 1995 and is also involved in several accounting and financial service businesses, including serving as president of KPW TECH, Inc. and KJK CPA, Ltd, providing computer consultation and CPA services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, retirement services, and access to a multi-manager platform featuring both affiliated and third-party managers.

Kevin Krause is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with J.P. Morgan Securities LLC since 2016. 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 advisory 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.