Sayre Chick is currently a Planning Consultant at Fidelity Investments, a role they have held since 2026. In this position, Sayre collaborates with clients to develop financial plans aimed at achieving their financial goals, emphasizing trust and reliability in client relationships. Sayre's experience in the financial services industry includes previous roles at Fidelity Investments, such as Relationship Manager (2025-2026), Financial Representative (2025), and Financial Services Representative (2024-2025). Prior to joining Fidelity, Sayre worked as a College Financial Services Representative at Northwestern Mutual from 2023 to 2024. Outside of their professional work, Sayre's personal interests include fishing, fitness, golf, snowboarding, and traveling.

Rebecca Falco is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds a Series 66 designation and has worked previously at William Blair and The Leaders Group Inc, among other firms. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools, with implementation responsibility resting with the client.

Peggy Wallace is a financial advisor at Primerica Advisors with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Pfs Investments Inc and Primerica Financial Services since 2000. Wallace has also been self-employed since 1999. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates nationally with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-based investment strategies and third-party managers.

Toby Alattar is a financial advisor with J.P. Morgan Securities in Naperville, IL, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016 and was previously with PNC from 2014 to 2016. 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 through its Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage and investment management capabilities.

Brandon Knopf is a CFP®-certified financial advisor with 16 years of industry experience, currently serving with LPL Financial since 2021. His background includes over a decade of experience with Waddell & Reed Inc and various insurance carriers through W & R Insurance Agencies, where he has also maintained ongoing insurance sales activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management access, and institutional platforms, supported by a broad range of investment strategies and advisor tools.

Richard Elder is a financial advisor with Cetera in Naperville, IL, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has worked with Cetera and its affiliated entities since 2004 and operates his own firms providing financial and tax services. In addition to his advisory work, he serves as a board member for a nonprofit bakery and maintains a CPA practice focusing on tax preparation and review. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

John Puthenveetil is a financial advisor with Wells Fargo Clearing in Munster, IN, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has worked with Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Outside of his advisory work, he serves as a trustee for a close family friend and holds power of attorney for his spouse in investment-related matters. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and demographics, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Viktor Kuru is a financial advisor at Charles Schwab with three years of industry experience. He holds the Series 66 and Series 63 designations and has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB. Outside of finance, he teaches music and occasionally performs as a violinist. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Itzel Vargas is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and eight years of industry experience. She has worked at J.P. Morgan Securities since 2017 and has prior experience with Home Restoration Experts Inc. and JPMorgan Chase Bank, N.A. Outside of her advisory role, she has been involved in the home restoration business. 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 for its investment recommendations.

Daniel Wilkinson is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior roles include working at Etiquette Financial Partners and service at LaGrange Country Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various portfolio management options, supported by a large network of investment adviser representatives.

Jason Souder is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2018. Prior to that, he was employed at TD Ameritrade and Scottrade from 2014 to 2018. 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 combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Edward Stanislawek is a financial advisor at Fidelity with a Series 66 license and no prior industry experience. His work history includes roles at Scott Harris and Scobie Martin, as well as several positions held during his education at the University of Illinois Urbana-Champaign and Oak Lawn High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of portfolios including funds-of-funds and model portfolios.

Yifan Bian is a financial advisor with LPL Enterprise and holds the Series 63 and 65 designations. He has nine years of industry experience, including prior roles at Prudential Insurance Company of America and Pruco Securities, LLC. His outside business activities include work as a financial planner focused on non-variable insurance products. LPL Enterprise, LLC serves a broad client base including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and charitable entities, offering financial planning, access to third-party asset managers, and model-driven investment implementation.

Nicholas Beis is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and previously worked at Wilson & Wilson Estate Planning & Elder Law LLC and Bellock & Coogan Ltd. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages a variety of investment structures, including model portfolios and fund-of-funds, and is noted for its use of systematic methodologies and formal governance procedures.

Todd Sulzer is a financial advisor with Ameriprise in Downers Grove, IL, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliate since 2002. Outside of advising, he assists with the operation of an existing tax practice. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Darek Chlipala is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Cetera since 2019, following a 17-year tenure at Foresters Financial. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with access to affiliated and third-party money managers.

George Delgiudice is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at Wayne Hummer Investments LLC, J.P. Morgan Securities, Chase Investment Services Corp., and Banc One Securities Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and a large network of investment adviser representatives.

James Jasper is a financial advisor with Mass Mutual Investors Services in Lisle, Illinois, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has worked with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2013. In addition to his advisory role, he is licensed as a life and health insurance agent. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, using firm-approved software and collaborative annual planning processes to provide investment recommendations.

Bharati Thakkar is a financial professional with 13 years of industry experience, currently affiliated with Cetera. She holds Series 63 and Series 65 credentials and has worked with Cetera Investment Advisors LLC since 2020 and Cetera Financial Specialists since 2013. Outside of her advisory role, she is involved as an assistant in accounting, tax, and financial services at Vijay Thakkar and Associates Ltd. Cetera Investment Advisors LLC is an SEC-registered firm that serves 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 options, financial planning services, and access to third-party money managers.

Christopher Lam is a financial advisor with Charles Schwab holding a Series 66 designation and four years of industry experience. His prior work includes roles at Fidelity Investments, Progressive Insurance, and T-Mobile. 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. Schwab offers both non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.