Charles Coe is a financial advisor at Cetera with over 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with multiple Cetera entities since 2020, as well as First Allied Advisory Services from 2012 to 2020. Outside of his advisory role, Coe is an author and speaker involved in education and teaching, and he hosts a podcast focused on life topics. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform encompassing discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, providing a range of customizable investment strategies and program structures.

Nolan Webster is a financial advisor with Edward Jones in Palatine, IL, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, he served 17 years in the U.S. Marine Corps and operated independently from 2019 to 2022. Outside of financial advising, Webster performs as a professional magician in Libertyville, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, investment options, and affiliated services, supported by a nationwide network of more than 23,000 financial advisors.

Joe Lala is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012. His career also includes a tenure with JPMorgan Chase Bank, N.A. beginning in 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations, with recommendations limited to eligible strategies.

Stephen Morris is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 designation and previously worked at The Huntington Investment Company, Bank of America, Merrill, and First American Bank. Outside of his advisory role, he has also worked as a rideshare driver. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Glen Mikolajczak is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2012, with prior experience at JPMorgan Chase Bank, Eagle Strategies, and Morgan Stanley DW Inc. 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. Their advisory process combines quantitative and qualitative research to build model asset allocations, incorporating ESG frameworks and broader derivatives and commodities capabilities.

James Twigg is the Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments for over 17 years, working with clients and families to pursue their financial goals. James is focused on wealth planning and helping clients work towards their financial objectives. Over his tenure at Fidelity, James has held several positions including Financial Consultant from 2016 to 2023, Investment Consultant from 2015 to 2016, Relationship Manager from 2011 to 2015, and Private Client Specialist from 2008 to 2011. This experience has provided him with a broad understanding of strategies for all styles of investors. Outside of his professional career, James enjoys cooking and baking, family activities, football, golf, parenthood, and traveling.

Jorge Herrera is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with Morgan Stanley and TD Ameritrade. Outside of his advisory role, he has been involved in a business called Creative Analytical Idealist X LLC. 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. Their advisory process combines quantitative and qualitative research, using forward-looking capital market assumptions to build model asset allocations.

Brendan Yarwood is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and five years of industry experience. His prior work includes positions at Jared the Galleria of Jewelry, DePaul University, Menards Inc, and the University of St. Thomas. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides a variety of platform options, proprietary model strategies, and access to third-party advisers.

Roger Hohol is a financial advisor with Ameriprise in Schaumburg, IL, holding Series 63 and Series 66 designations and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he owns and operates Complete Tax Services, a tax preparation business. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional firm.

Douglas Ponczek is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2012, with a prior two-year tenure at Morgan Stanley. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client plans.

Matthew Bronson is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked for Medline Industries Inc. from 2013 to 2021. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrew Miarka is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Banc One Securities Corporation, Chase Investment Services Corp., and Gama Partners, LLC, as well as involvement with Home Fix, LLC. He is based in Glenview, Illinois. 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. The firm’s advisory process combines quantitative screens and qualitative research to develop model asset allocations and offers broader derivatives and commodities capabilities through its unique regulatory registrations.

Tristan Peterson is a financial advisor with Charles Schwab in Northbrook, IL, holding a Series 66 designation and three years of industry experience. He has worked at Charles Schwab and its affiliated entities since 2024, and previously held roles at Bank of America and Merrill. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management with integrated brokerage, custody, and financial planning services.

Lisa Froelich is a financial advisor with Primerica Advisors in Rolling Meadows, IL, holding Series 63 and Series 65 licenses and five years of industry experience. She has been affiliated with Primerica Financial Services since 2013, PFS Investments Inc. since 2020, and K.D. Brennan since 2021. Outside of her financial advisory work, she has been involved with The Edge Volleyball Club since 2010. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-delivery investment strategies managed by third-party asset managers. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Andrew Levy is a financial advisor at Edward Jones in Des Plaines, IL, holding Series 63 and Series 66 licenses with 18 years of industry experience. Prior to joining Edward Jones in 2023, he worked for Lincoln Financial Distributors, Inc. for 16 years. 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 investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Cade Best is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 66 designation and has worked at firms including E*Trade Capital Management, JPMorgan Securities, Merrill, and Leeward Business Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios that incorporate mutual funds, ETFs, and ETPs.

Alanna Loukas is a financial advisor with J.P. Morgan Securities in Winnetka, IL, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. She has been with JPMorgan Securities and JPMorgan Chase Bank since 2017. 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 combination of quantitative and qualitative research.

Stacey Swarbrick is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. She is involved in a trust-related business activity based in Chicago. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and offers a broad range of retail and institutional investment options.

Benjamin Shirley is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He has extensive experience in the financial services industry, having worked as a Financial Advisor at Stifel from 2018 to 2022, an Advisor Consultant at Neuberger Berman from 2015 to 2017, in Municipal Bond Sales at Oppenheimer & Co. from 2010 to 2014, and in Municipal Bond Trading and Portfolio Management at Nuveen from 2004 to 2009. Benjamin focuses on wealth planning and financial strategy, leveraging his experience managing market changes and utilizing the resources available at Fidelity to develop comprehensive financial plans for his clients. His career reflects a consistent dedication to client-centered service and financial planning. Outside of his professional work, Benjamin enjoys family activities, golf, tennis, traveling, and volunteering.

Michael Costantini is a financial advisor at Fidelity with 12 years of industry experience. He holds a Series 66 designation and previously worked at JP Morgan Securities, LLC and WH Trading. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios, and is noted for its advisory role to multiple registered investment companies and use of algorithmic and AI-driven research techniques.