Andrew Didier is Vice President and Wealth Planner at Fidelity Investments. He has been with Fidelity since 2015, progressing through roles including Financial Consultant and Vice President, Financial Consultant before assuming his current position in 2024. Prior to joining Fidelity, he worked at Charles Schwab & Co. Inc., serving as Associate Financial Consultant and Senior Specialist-High Net Worth Representative from 2008 to 2015. With over 18 years of experience working with clients in various financial situations, Andrew focuses on financial planning tailored to individual goals. His professional background encompasses advisory roles aimed at helping clients navigate their financial strategies and objectives. Outside of his professional career, Andrew enjoys activities such as attending concerts, going to the beach, hiking, listening to music, football, and parenthood.

Debra Ferguson is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses. Prior to joining Morgan Stanley in 2019, she worked at Barrington 220 from 2018 to 2019. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by firm-approved tools and does not provide individual security recommendations in its standalone planning services.

Annette Rumas is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at UBS Financial Services since 2014, with a brief gap in 2021. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Elijah Rothschild is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has previously worked at FTI Consulting and Indiana University. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that utilizes structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Vishal Bhuta is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has over 10 years of experience in the financial services industry, having worked as a Financial Advisor at Morgan Stanley from 2013 to 2023 and as a Wealth Relationship Manager at Citi Personal Wealth Management from 2023 to 2025. Vishal specializes in providing financial planning services tailored to clients' individual goals and priorities. He emphasizes listening and understanding clients' needs to build trust and lasting relationships, aiming to bring confidence and peace of mind to their financial journeys. Outside of his professional work, Vishal has personal interests that include cars, comedy, food, movies, and parenthood.

Amanda Green is a financial advisor at Thrivent Investment Management with 21 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Thrivent since 2005. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering holistic, goal-based analyses and planning across multiple topics without managing client portfolios directly.

John Messerschmidt is a Series 66-licensed financial advisor with Thrivent Investment Management in Barrington, IL, where he has worked since 2008. He has 18 years of industry experience and has been with Thrivent Financial for Lutherans throughout his career. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various planning topics without portfolio management. The firm uses goal-based analyses and allows clients to combine planning with managed-account programs through a consolidated billing option while maintaining separate services.

Emily Werner is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity, she worked at Acceptance Now (Rent a Center LLC) and held various roles in education and retail. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and systematic portfolio construction with a focus on mutual funds, ETFs, and ETPs. The firm is noted for its use of algorithmic methods and AI in research, its role as an advisor to multiple registered investment companies, and its management of model portfolios for Fidelity Institutional Wealth Adviser.

Mark Haussermann is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 15 years of experience, primarily focused on corporate retirement plans. Since joining Merrill in 2003, he has developed a corporate retirement plan practice aimed at delivering tailored financial strategies for both plan sponsors and participants. His advisory approach emphasizes fiduciary responsibility and personalized wealth management, working closely with clients to address their specific goals and challenges. Mark holds several professional designations, including Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's Degree from Colgate University. His expertise spans areas such as corporate benefits, executive services, employee financial health, retirement income strategies, and divorce transition planning. Outside of his professional role, Mark participates in community volunteer activities aligned with Merrill's tradition of community involvement. His personal interests include cooking, golfing, music, tennis, and spending time with his family.

Joshua Van Namen is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has worked in the financial services sector since 2006, including 16 years at Country Insurance & Financial Services before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment advisory programs and maintains a large network of financial advisors and branch offices nationwide.

Jennifer Freymark is a CFP® with 12 years of industry experience and has been with Edward Jones in Glen Ellyn, IL since 2013. She is also a certified Body Pump and Spinning instructor and serves as Treasurer for the Hadley Junior High PTA, managing budgets and bookkeeping. Edward Jones is a full-service wealth management firm serving individual and institutional clients and manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory strategies and affiliated investment products while operating under a fiduciary standard.

Michael Ellsworth is a financial advisor with Ameriprise in Elgin, Illinois, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he has real estate ownership interests unrelated to investment activities. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset criteria, delivering non-discretionary, research-driven recommendations that integrate tax-efficient strategies and Social Security options. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Robert Jones is a financial advisor at OSAIC with 44 years of industry experience. He holds the CFP® and Series 63 designations. Prior to joining OSAIC in 2023, he worked for FSC Securities Corporation for 30 years and has been associated with Lincoln National Life since 1980. He is also the owner of Jones Insurance Agency, which sells and services life and health insurance. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services utilizing model-based asset allocation and portfolio optimization, supported by multiple program options and a complex affiliate network.

Michael Taylor is a Series 66-licensed financial advisor with Morgan Stanley in Barrington, IL, where he has worked since 2010. He has 19 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Lisa James Pope is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she directs the team in providing advisory and investment management services. She specializes in designing customized global financial strategies for affluent individuals and families, focusing on their primary objectives to develop and implement detailed, results-driven portfolios tailored to individual risk tolerance and investment policies. With over two decades of experience in financial services, Lisa holds certifications to offer Alternative Investments and is a Portfolio Manager, capable of managing personalized or defined investment strategies on a discretionary basis. She is a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Lisa received her Master's degree from Loyola University Chicago and her Bachelor's degree from Howard University. Prior to her financial career, she served ten years in the U.S. Army. Lisa is active in several professional and community organizations, including the Alpha Kappa Alpha Sorority Incorporated, DuSable Museum of African American History, Eta Creative Arts Foundation, and The Link Incorporated, Lake Shore Links Chapter. Her personal interests include interior decorating, music, painting, photography, and yoga. She emphasizes understanding clients' life priorities to create personalized financial plans that align with their family, goals, and aspirations.

Evelyn Berthold is a financial advisor with Ameriprise in Schaumburg, IL, holding Series 63 and Series 65 licenses and three years of industry experience. She previously worked at JP Morgan Chase for five years and Fifth Third Bank (formerly MB Financial Bank) for twelve years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing planning advice focused on retirement income, using proprietary research, third-party data, and algorithmic tools.

Elizabeth Silverman Zurek is a financial advisor with Primerica Advisors based in Des Plaines, IL. She holds Series 65 and Series 63 licenses and has nine years of industry experience. Beyond her advisory role, she owns and operates several businesses in large format printing and photography under ESZ Marketing Inc., Intellisource Inc., Color Image Inc., and Portraits by Liz LLC. Primerica Advisors serves primarily individual investors as well as corporate and charitable clients through a wrap-fee asset management program that employs model-delivery strategies from unaffiliated asset managers. The firm supports its advisory services with discretionary portfolio management, trade execution, and account custody, operating at scale with thousands of advisors and billions in assets under management.

Michael Ryder is a financial advisor with Edward Jones in Glenview, IL, holding a Series 66 designation and four years of industry experience. He has worked at Edward Jones since 2021 and previously held roles at Timothy O'Tooles and Levy Restaurants. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment solutions through a nationwide network of financial advisors and branch offices.

Benjamin Frick is a Series 66 credentialed financial advisor with J.P. Morgan Securities, based in Glen Ellyn, IL, with three years of industry experience. His prior roles include positions at Equitable Advisors, Ascensus, and LaSalle St Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and a manager solutions team.

Bradley Cordes is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Wells Fargo Advisors since 2019, following three years at Wells Fargo Clearing. In addition to his advisory work, he serves as an executor for an estate and is a notary public in Highland Park, IL. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, and specialized business-owner transition and divorce planning. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients choosing how to implement them.