Christopher Trifilio is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at Camargo Group and JPMorgan Chase Bank, N.A. Since 2015, he has also owned and operated a lifestyle blog, FrugalReality.com. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling and centralized due diligence with an ESG eligibility framework.

Agnes Sokolowska is a Financial Consultant currently working at Fidelity Investments since 2023. She has a background in wealth management, having served as a Wealth Relationship Manager at Citi Global Markets from 2015 to 2023. Throughout her career, Agnes has collaborated with clients and their families to develop customized and flexible financial plans tailored to their unique situations. Her practice is based on the principles of trust, integrity, and prioritizing her clients' needs. Agnes aims to utilize her knowledge and experience to assist clients in working towards their financial goals.

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.

Benjamin Garvey is a financial advisor with J.P. Morgan Securities in Chicago, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently works with JPMorgan Chase Bank, N.A. Additionally, Garvey owns N Visible Records, a music business involved in DJ services, artist management, and music production. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support customized investment solutions.

Matthew Milewski is a financial advisor at Wells Fargo Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at the University of Illinois Urbana Champaign, Home Depot, Lawn Medical Center, and Victor J Andrew High School. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options including retirement, education, risk, and wealth-transfer planning, utilizing proprietary research and tools to develop tailored client recommendations.

Ryan Penders is a financial advisor at RBC Capital Markets with six years of industry experience. He holds Series 66 and Series 65 credentials. His prior experience includes roles at Midwest Equity Mortgage, Premise Capital, Quasar Distributors, LLC, and Epsilon. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, brokerage, and custody services tailored to clients' risk profiles and investment preferences.

Tyler Minetti is a Financial Consultant currently working at Fidelity Investments since 2023. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2022 to 2023. His professional experience also includes positions as a Financial Solutions Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2020 to 2022, and as a Licensed Personal Banker and Mortgage Loan Originator at Republic Bank of Chicago from 2017 to 2020. In his role as a Financial Consultant, Tyler focuses on simplifying financial plans and helping clients pursue their financial goals. He emphasizes building relationships based on trust and transparency and collaborates with clients to develop holistic financial plans.

Brian Anderson is a financial advisor with Thrivent Investment Management in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Anderson serves as a board member of the Timothy Christian Foundation, which supports the Timothy Christian School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based planning across various topics without discretionary trading authority or institutional portfolio management.

Peter Erl is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and previously worked at IC Advisory Services Inc and The Investment Center Inc for 13 years. His other business activities include involvement with fixed insurance commission trails. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Emma Bledsoe is a financial advisor with Cetera, holding a Series 66 credential and nine years of industry experience. She has worked at Cetera and Cetera Advisors LLC since 2019 and was previously employed by Edward Jones from 2017 to 2019. Outside of her advisor role, she serves as an investment executive at Megent Financial, assisting advisors with client needs. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers and various program structures.

Jacob Mudde is a financial advisor at Edward Jones with 10 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Christine Walker is a financial advisor with LPL Financial, holding Series 63 and 66 licenses and bringing 17 years of industry experience. She previously worked at J.P. Morgan Securities for eight years before joining LPL Financial in 2020. Walker is also a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory and brokerage services, including financial planning and retirement plan consulting, supported by model portfolios and research from internal and third-party sources.

Amanda Davila is currently serving as Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2024. She has been with Fidelity Investments since 2019, progressing through roles from Financial Consultant I to Financial Consultant before her current appointment. With over a decade of experience in the financial industry, Amanda has held various positions including Branch Manager at Citibank from 2014 to 2019 and Financial Center Manager at Bank of America between 2011 and 2014. Her expertise includes client financial planning and building long-term client relationships based on trust and personalized service. Amanda is committed to assisting clients in planning for their futures and emphasizes integrity in her work. Further details about her education, credentials, personal interests, or community involvement were not provided.

Dimitris Perivoliotis is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 66 and Series 63 designations. Prior to his current roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he was involved with Eggs Inc Cafe for ten years. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Madeline Shounick is a financial advisor at Ameriprise Financial Services with six years of industry experience. She holds the Series 66 designation and has worked at Ameriprise since 2018. Outside of her advisory role, she is co-owner of Absolute Group LLC and Nemeth & Co, both related to managing Ameriprise business activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written retirement income recommendations and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies.

Scott Cimo is a CFP® professional with 17 years of experience in the financial industry. He currently serves as an advisor at LPL Financial since 2021 and previously worked at JP Morgan Securities LLC from 2015 to 2021. Outside of his advisory role, Cimo is involved with several business entities related to wealth management and investment activities. LPL Financial is a 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 consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and diverse investment strategies.

Steven Galminas is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 28 years of industry experience. He has been with Cambridge since 2009 and also serves as president of SG Financial, where he is involved in fixed insurance and annuity sales. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement services through a network of independent Financial Professionals, providing a range of portfolio management options and access to both proprietary and third-party strategies.

Felix Chunuwe is a financial advisor with Primerica Advisors in Lombard, IL, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has been with Primerica Advisors since 2014 and also serves as a US Soccer Federation Grassroots Referee since 2020. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients within a wrap-fee structure.

Jeffrey Wilson is a financial advisor at LPL Enterprise with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Axa Advisors, LLC. Outside of his financial advisory role, he officiates high school football games during the season. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, consulting, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

Nicholas Corcoran is a financial advisor at Cetera with seven years of industry experience. He holds a Series 66 designation and currently serves as a registered assistant at Megent Financial, assisting advisors with client accounts. Corcoran has been affiliated with Cetera and its related entities since 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services across multiple program structures, managing over $256 billion in assets with more than 10,000 advisors.