Brittney Francies is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Before joining Edward Jones, she served in the United States Navy for nine years. 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 investment strategies and advisory services through a large network of financial advisors and branch offices.

Lydia Ridgeway is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked in various roles including at Romona Elementary and Wintrust Financial, with a background that also includes work on the documentary "Vincible." 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 national network of advisors and branch offices.

George Sutphen is a CFP® and ChFC® with 41 years of industry experience. He is currently affiliated with LPL Enterprise and has previously worked at The Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and brokerage and insurance products through an integrated advisory and brokerage platform.

Christopher Schuck is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and previously worked at Farmers Insurance from 2017 to 2020. 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 solutions, operates under a fiduciary standard, and maintains a large national network of financial advisors and branch offices.

Sumeet Gupta is a financial advisor with Primerica Advisors in Long Grove, IL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2002 and 2003, respectively. Outside of his advisory role, he is a partner in We Change Lives LLC, an investment-related business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plan management.

Daniel Raupp is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 36 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously spent four years with Morgan Stanley Private Bank, National Association. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance, providing tools to assist clients in making informed decisions.

Daniel O Connell IV is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan entities since 2007. 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 delivers these services alongside brokerage, distribution, and investment management capabilities.

William Meyer is a financial advisor with LPL Financial in Itasca, IL, holding Series 63 and Series 65 designations and 23 years of industry experience. He has been with LPL Financial since 2009. Meyer has a minority interest in an LLC established for office expense sharing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and services, including financial planning, model portfolios, retirement plan consulting, and brokerage services, utilizing research from LPL Research and third-party subadvisors.

Roman Madrzak is a financial advisor at Primerica Advisors with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Primerica Advisors since 2001, also working at ART & Co. since 2018. His other activities include part-time sales of loan products, home security and automation referrals, and other home-related services through affiliates of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm employs third-party asset managers and uses a tiered wrap fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

Matthew Frankowski is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. He has held roles at Fidelity Investments since 2021 and previously worked at E*Trade Securities, Parkway Bank, and Belmont Bank and Trust. Outside of his advisory work, he has operated as an independent contractor for Uber Technologies. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm utilizes proprietary research combined with quantitative analysis and algorithmic portfolio construction, offering a range of discretionary and non-discretionary investment services.

Suzanne Hollingsworth is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and possessing 26 years of industry experience. She has been with Cambridge Investment Research Advisors since 2018 and has an additional tenure at Cambridge Investment Research dating back to 2016. Outside of her advisory role, she is also employed by Dunlap Financial Services Inc. under a trade name. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Peter Balistreri Jr. is a financial advisor with Ameriprise who holds Series 63 and Series 66 licenses and has 13 years of industry experience. His career includes roles at JP Morgan Securities LLC and JP Morgan Chase Bank before joining Ameriprise in 2017. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in net investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support retirement planning, with a focus on assets held in Ameriprise Managed Accounts.

Roland Czerniawski is a financial advisor at Edward Jones with six years of industry experience. He previously worked at UBS Asset Management for three years before joining Edward Jones in 2019. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Amber Hubbard is a financial advisor at Robert Baird & Co. with 10 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Edward Jones, Tighe Kress & Orr PC, and St. Meyer & Hubbard. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing manager-traded and model-traded strategies supported by internal research and technology tools.

Jason Allen is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has worked at several firms including Jackson National Asset Management and Morgan Stanley Smith Barney LLC. Outside of finance, he was involved with Headlands Tech Organization, LLC in 2022. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Lindsay Nommensen is a financial advisor at Thrivent Investment Management with seven years of industry experience. She holds the Series 66 designation and has held roles at Thrivent since 2021 and MWA Financial Services since 2018. Lindsay's background also includes work in educational settings and roles at nonprofit organizations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of Financial Advisors. The firm offers comprehensive, goal-based financial planning across multiple topics, allowing clients to combine planning with managed accounts while keeping services distinct.

James Pontious is a financial advisor at Fidelity with 37 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. His prior work includes eight years at TIAA and TIAA-CREF. 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 discretionary and non-discretionary portfolios and serves as an advisor to multiple registered investment companies.

Charles Massey is a Financial Consultant currently working at Fidelity Investments, a position he has held since 2015. Prior to this role, he accumulated experience at several financial institutions, including serving as a Financial Consultant at E*Trade Financial from 2011 to 2015, a Financial Advisor at JP Morgan Chase from 2010 to 2011, a Branch Manager at JP Morgan Chase from 2007 to 2010, and an Investment Representative at Edward Jones Investments from 2003 to 2004. He has years of experience counseling high net worth investors on retirement planning and investment decisions. Charles focuses on understanding his clients' priorities to build and implement customized financial plans tailored to their individual situations. Outside of his professional work, Charles has interests in comedy, concerts, cooking and baking, traveling, writing, and yoga.

Michael Edwards is a CFP® professional with 12 years of industry experience, currently serving at Cambridge Investment Research Advisors. His prior experience includes roles at Bank of America N.A. and Merrill. He is a board member of Chicago Hope Academy. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm offers a range of portfolio management solutions and maintains proprietary and third-party model strategies, with features that include advisor business relationships spanning legal and accounting services.

Benjamin Rose is a financial advisor at Edward Jones with eight years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2022, he worked at Bank of America/Merrill Lynch from 2018 to 2022 and at Geometry Global from 2015 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and managed solutions, operating under a fiduciary standard and maintaining a large nationwide network of advisors and branch offices.