Stephen Yates is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley in various roles since 2010, including Morgan Stanley Private Bank, N.A., since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques in its financial planning process.

John Eichelberger is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and Bank of America, N.A., as well as Merrill. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm employs quantitative asset-allocation modeling and centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Tripp Turchik is a financial advisor at Equitable Advisors with three years of industry experience and holds the Series 66 designation. His prior work includes positions at Merrill Edge/Merrill Lynch and Accurate Electric Service, as well as a four-year tenure at the University of Arizona. He serves as a volunteer commission member on the Special Events Commission for the Village of Arlington Heights. Equitable Advisors serves a wide range of clients including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and third-party managers to provide advisory and brokerage solutions.

Amy Sloma is a financial advisor at OSAIC with 22 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for Lincoln Financial Advisors Corporation for 28 years. Outside of her advisory role, she owns and runs a small retail business, ARS Point of Sale, Inc. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, and corporations, offering a range of brokerage, advisory, and financial planning services through its extensive network of advisers and multiple platforms.

Rosendo Garcia is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Fidelity and Bank of America. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework.

Jeffrey Larsen is a CFP® and ChFC® with 14 years of experience in the financial industry, all with Edward Jones since 2012. He is based in Park Ridge, IL. Outside of his advisory role, Larsen is involved in several non-investment ventures, including co-ownership of real estate properties and participation in private investment and acquisition entities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment and advisory strategies, supported by a large nationwide network of financial advisors and branch offices.

Christopher Roehrkasse is a Financial Consultant at Fidelity Investments, bringing extensive experience in financial consulting and client management. He has been with Fidelity since 2012, holding various roles including Financial Consultant, Portfolio Specialist, Client Management Representative, Relationship Manager, and Private Client Specialist. Prior to Fidelity, he worked as a Client Manager at T. Rowe Price from 2011 to 2012. Throughout his career, Christopher has developed comprehensive financial plans tailored to clients' unique financial goals. He holds insurance licenses in Arkansas and California, supporting his ability to provide a range of financial services. His commitment to integrity and client partnership underscores his approach to financial consulting. Outside of his professional work, Christopher enjoys cooking and baking, fitness, golf, skiing, and volunteering.

David Klein is a financial advisor at RBC Capital Markets with 46 years of industry experience. He holds Series 63 and Series 65 designations and has worked at City National Bank since 2020 and RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through both in-house and third-party investment managers.

Anthony Catalano is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans aligned with their retirement goals and circumstances. He focuses on helping clients make informed decisions by carefully considering potential benefits and risks of various investment strategies. His professional experience includes serving as a Financial Consultant at Fidelity Investments since 2019. Prior to this, he worked as a Private Bank Relationship Manager at US Bank from 2017 to 2019, and as a Private Client Relationship Manager at J.P. Morgan Chase from 2007 to 2017. Outside of his professional role, Anthony has interests in baseball, family activities, fitness, food, and traveling.

Sung Han is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Primerica Advisors since 1990 and Primerica Financial Services since 1991. Outside of advisory work, he is involved in sales of loan products, home security, and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, offering a range of investment models implemented in partnership with BNY Mellon Advisors.

Adam Gelbein is a financial advisor with Cetera, holding a Series 63 designation and 16 years of industry experience. He has worked at various firms including Avantax and currently serves as Fractional CFO for Dopple Labs, an AI-powered chatbot platform. Gelbein is also a partner at Jay Gelbein and Company, a certified public accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with various program structures and investment options.

Mark Davids is a CFP® professional with 29 years of industry experience, currently affiliated with LPL Financial since 2019. His prior experience includes roles at Securities America Advisors and Securities America, Inc. Additionally, he has been involved with Estate & Charitable Design Concepts Inc for over two decades. Outside of his advisory work, he serves as a volunteer mentor and board member for the non-profit Man Kind Project. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm offers a broad range of financial planning, advisory programs, and retirement consulting services supported by research and technology-enabled portfolio management solutions.

Alejandro Montero is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work experience includes roles at BMO Harris, N.A., and Brightview Landscape Development. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction, with a focus on model portfolios and oversight of affiliated sub-advisers.

Nick Brengman is a financial advisor with Charles Schwab, holding a Series 66 designation and 24 years of industry experience. His prior positions include roles at JPMorgan Chase Bank, J.P. Morgan Securities, Uber Technologies, Home Depot, and Wells Fargo Advisors Financial Network. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios, strategic asset allocation, and a formal alternative-investment onboarding process.

Jonathan West is a financial advisor with Ameriprise in Barrington, IL, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. West serves on the Board of Directors for Twelve Traditions, Inc., a nonprofit organization. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing tailored recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver these services alongside a broad range of advisory, brokerage, and insurance solutions.

Elliot Meibach is a financial advisor with Edward Jones, holding Series 63 and Series 66 registrations and bringing 22 years of industry experience. He has been with Edward Jones since 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies through a nationwide network of financial advisors and branch offices.

Kathy Krzeminski is a financial advisor with Equitable Advisors in Deerfield, IL, holding a Series 66 designation and 13 years of industry experience. She has held roles at Principal Securities, Principal Life Insurance, and Axa Advisors before joining Equitable Advisors in 2019. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered model and extensive use of LPL-sponsored and endorsed third-party platforms.

Lamberto Gatilao is a financial advisor with Primerica Advisors in Rolling Meadows, IL, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2009. Outside of his advisory role, he owns a BMW repair shop and works as a part-time Uber driver. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively offered separately managed accounts. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Martin Gruner is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Morgan Stanley and Morgan Stanley Private Bank. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing tailored, primarily non-discretionary financial planning and investment consulting supported by a broad range of portfolio management styles and affiliated research.

Albina Jashari is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021. Her prior experience includes roles at the Law Office of Curtis Morrison and telecommunications companies in Albania. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers services on a non-discretionary basis, with clients retaining final decision-making authority.