Jeffrey Schmidt is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Black Rose Consulting Group. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Stephanie Brown is a CFP®-certified financial advisor with 16 years of industry experience. She is currently with Edward Jones and previously worked at Beacon Pointe Advisors and Invesco. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices. The firm offers a range of investment strategies and affiliated products under a fiduciary standard.

Kevin Honan is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 10 years of industry experience. He has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2018, following roles at PNC Investments and PNC Bank. 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 and fund searches, and customized performance reporting. Their advisory process includes centralized due diligence with systematic quantitative screens and qualitative research, incorporating an ESG eligibility framework in some recommendations.

Daniel Henderson is a Series 66-licensed advisor at J.P. Morgan Securities with one year of industry experience. Prior to joining J.P. Morgan, he held roles at Equitable Financial Life Insurance and had involvement with professional soccer organizations and various athletic programs. 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 supported by a centralized manager solutions team.

Joseph Egan is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, with prior experience at Merrill from 1995 to 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and approved planning tools, while serving clients through both individual and corporate arrangements.

Richard Knier is a financial advisor with Merrill in Northbrook, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Merrill since 1992 and has also worked with Bank of America, N.A. since 2011. Outside of his advisory role, he serves as an executor for a fiduciary entity based in Deland, Florida. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jordan Rudick is a financial advisor at Cetera with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked with Avantax and The Pruitt Agency, Incorporated. Outside of advisory roles, he is involved in tax preparation, bookkeeping, payroll services, and business consulting through Pruitt Financial Services, LLC. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with access to third-party money managers across various program structures.

Mary Rosenquist is a financial advisor at Morgan Stanley with 34 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Hightower Advisors and Deutsche Bank Securities. Rosenquist has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Jim Juchcinski is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. His background also includes roles outside finance at Brothers Rice High School and St. Rita of Cascia High School. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program. The firm employs a centralized due diligence process combining quantitative and qualitative research, supporting recommendations with forward-looking capital market assumptions.

John Petruzzi is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining J.P. Morgan Securities in 2022, he worked at New York Life Insurance Company for one year. Before his finance career, he held roles in the fitness industry. J.P. Morgan Securities provides institutional consulting services, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The program emphasizes a combination of quantitative and qualitative research supported by centralized due diligence.

Joel Eggerding is a financial advisor at Thrivent Investment Management with eight years of industry experience. He holds a Series 66 credential and has been with Thrivent Financial since 2017. Outside of his advisory role, Eggerding serves as a board member for the Chicago chapter of the C.S. Lewis Institute, an organization focused on Christian discipleship. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based analyses and written recommendations across multiple financial planning areas. The firm separates its planning services from managed account programs and does not accept discretionary trading authority for its Dedicated Planning Service.

Michael Boettcher is a financial advisor with Morgan Stanley in Deerfield, IL, holding a Series 66 designation and 21 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, he is the managing member of Tomeo LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment research to support its financial planning process.

Gary Riederman is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with the firm and its predecessors since 2010, including roles at Edelman Financial Services LLC and EF Legacy Securities, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios and a range of discretionary and non-discretionary investment solutions.

Nathan J. Cluxton is a CFP® with 26 years of industry experience, currently affiliated with LPL Financial since 2021. His prior experience includes roles at Harris Investor Services, Inc. from 2009 and Fidelity from 2001 to 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a broad range of advisory approaches supported by technology and a large national network.

Valerie Foley is a financial advisor at Fidelity with five years of industry experience. She holds Series 63 and Series 66 designations and has worked at multiple firms, including J.P. Morgan Securities and GWFS Equities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages various portfolios including fund-of-funds and delivers model portfolios to intermediary platforms, with notable involvement in registered investment company advisory roles and algorithmic research.

Nikolaos Balis is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan and Wells Fargo in various capacities since 2014. 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 within a non-discretionary advisory framework.

Larry Chambers is a financial advisor with Ameriprise in Palatine, IL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Ameriprise and its predecessor entities since 1988. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset thresholds, offering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with algorithmic tools to support its centralized retirement-income consulting team.

James Stone is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Osaic since 2023. He previously worked at Lincoln Financial Advisors Corporation for 24 years and SagePoint Financial, Inc. for one year. Outside of his advisory role, he is involved with Ironbridge Wealth Counsel, LLC as a financial planner and owns 26.2 Pacer LLC, which holds shares in Ironbridge Wealth Counsel. Osaic Wealth serves a diverse range of clients, including retail investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. Its investment approach emphasizes model-based asset allocation and portfolio optimization, utilizing tools such as risk-tolerance questionnaires and efficient frontier analysis.

Samuel Siegel is a financial advisor at Merrill with a Series 66 credential and no prior industry experience. His background includes roles at UL Solutions and multiple community and educational organizations, including Deerfield Park District and the University of Iowa. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jason Lorenzo is a Series 66-licensed financial advisor with Merrill in Northbrook, IL, and has seven years of industry experience. He previously worked at Bank of America and Axa Advisors. Outside of finance, he works as a server at RockSugar Southeast Asian Kitchen, a restaurant he has been involved with since 2017. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.