Frank Sayers is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Fidelity Investments since 2021, with prior experience at Wells Fargo and Cetera. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of portfolios, including model portfolios delivered to intermediary platforms.

Nathan Mc Catty is a CFP®-certified financial advisor with Edward Jones in Lockport, IL, bringing eight years of industry experience. Before joining Edward Jones in 2018, he worked in real estate with Century 21 and had brief roles at Wells Fargo and Houlihans Restaurants. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Ronald Petrucci is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 1997 and has held roles at multiple firms including RMP & Associates and BMS CAT. In addition to his advisory work, he is involved in sales of loan products and home-related services through Primerica affiliates. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities, offering various investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Michael Mcdonnell is a financial advisor at OSAIC with 21 years of industry experience. He previously worked at Woodbury Financial for 19 years before joining OSAIC in 2024. Mcdonnell holds the Series 63 and Series 65 licenses. Outside of his advisory role, he assists in day-to-day operations for a related financial business and serves as a licensed agent helping clients with fixed insurance products. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a wide range of integrated financial services and employs various asset allocation and portfolio management tools across multiple advisory platforms.

Nolen Howe is a financial advisor at Edward Jones in Sidney, ME, holding a Series 66 designation with eight years of industry experience. His prior experience includes roles at Spire Investment Partners, Legacy Wealth Management Inc, JPMorgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, and earlier tenure at Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, with approximately $1.01 trillion in assets under management and a network of around 23,701 financial advisors. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Anthony Bittman serves as a Wealth Management Advisor at Merrill Lynch Wealth Management, where he assists individuals, families, and businesses in developing comprehensive strategies to manage their wealth. His approach centers on understanding clients' goals to create tailored financial plans and implement them collaboratively. Anthony leverages Merrill's investment insights alongside Bank of America's banking services to address various aspects of clients’ financial lives. He emphasizes periodic reviews and revisions, building trust-based relationships to deliver attentive service aimed at helping clients pursue their financial objectives. Anthony joined Merrill in 2018 and has expertise in areas including college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income planning. He holds a bachelor's degree in economics from Indiana University Bloomington and carries several professional designations, including Accredited Asset Management Specialist (AAMS), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). In addition to his professional commitments, Anthony is engaged in his community and participates in local organizations such as the Delta Chi Fraternity. He enjoys spending his free time with family and friends, golfing, attending concerts, working on project cars, cooking, and watching movies.

David Lewandowski is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services, Inc. for 11 years. Lewandowski is also the owner of a C-Corporation that sells term and permanent life insurance, health insurance, and fixed annuities through various brokerage firms. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services supported by advanced asset-allocation tools, multiple advisory platforms, and access to third-party money managers.

Christopher Quinn is a financial advisor at Charles Schwab with 21 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2022, following a 17-year tenure at TD AMERITRADE Inc. He has also been involved with ISD 41 since 2005. 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 mix of non-discretionary and discretionary investment management, leveraging multi-asset model portfolios and alternative investment options within a large integrated client service platform.

Aleksandar Mitrovic serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in wealth management, lending, and real estate, supporting clients in achieving their financial goals through personalized strategies. Aleksandar focuses on areas including corporate executive services, executive compensation, equity compensation services, family wealth management strategies, personal retirement planning, portfolio management, small business strategies, socially responsible and ESG investing, as well as sports and entertainment financial planning. He holds a Bachelor's Degree from DePaul University and the professional designation of Personal Investment Advisor (PIA). Aleksandar is fluent in Italian, Serbo-Croatian, and English, and brings extensive experience to his advisory role, characterized by proactive communication, creativity, and technological proficiency. Aleksandar is also involved with professional and community organizations, including the National MS Society, the Daniel Murphy Scholarship Fund, and the First Tee of Greater Chicago. Outside of his professional commitments, Aleksandar has an interest in basketball, golfing, running, and tennis. His approach centers on developing personalized financial strategies aligned with clients' long-term goals through one-on-one collaboration.

Chris Brunner is the Vice President and Executive Planning Consultant at Fidelity Investments, where he focuses on helping clients plan for their lifetime financial goals through benefits review, equity compensation analysis, wealth planning, and guidance. He has held this role since 2022. Chris brings extensive experience in financial consulting and product solutions, having held vice president positions at Northern Trust and Towers Watson Investment Services, as well as senior leadership roles at The Hartford Funds, Affiliated Managers Group, and Convergex Group. He began his career at Fidelity Investments as a Financial Representative, serving from 1993 to 2007. Chris holds a California Insurance License. Outside of his professional work, he is interested in family activities, fitness, football, golf, and softball.

Jennifer Klonowski is a financial advisor with Morgan Stanley who holds Series 63 and Series 66 designations and has 11 years of industry experience. She worked at Edward Jones from 2014 to 2022 before joining Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, with an emphasis on advisory services rather than specific security recommendations.

Charles Ferris is a financial advisor at Morgan Stanley in Oak Brook, IL, holding a Series 66 license. He joined Morgan Stanley in 2025 and has prior experience across various industries including logistics, security, retail, and event design. Ferris has also held roles related to education and community recreation from 2015 to 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs focused on tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling as part of its advisory process.

Lawrence Sabatini is a financial advisor with UBS Financial Services in Oakbrook Terrace, IL, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has been with Painewebber Incorporated since 1986. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans according to clients' goals and risk tolerances.

Michael Murphy is a CFP® with 15 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior experience includes a decade at Principal Securities Inc. and roles at Hanson Financial Services and Principal Life Insurance Company. He is also the owner of SilverPoint Financial Services LLC, an entity established for accounting and record-keeping purposes. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers a range of financial planning and investment management services through a network of independent professionals, utilizing various custodial platforms and both proprietary and third-party model strategies.

Aaron Redmond is a financial advisor at Merrill with 11 years of industry experience and holds a Series 66 designation. His career includes two separate tenures at Merrill totaling 12 years, with a brief period at Bofa Securities, Inc. in 2019. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pensions, corporations, and charitable organizations.

Daniel Murphy is a financial advisor at Equitable Advisors with 27 years of industry experience. He holds a Series 66 designation and has worked with Equitable Advisors since 2001, including its predecessor, AXA Advisors, LLC. Outside of his advisory role, Murphy is a partner at Goal Point Strategies. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment strategies according to client needs and risk profiles.

Lauren Mlady is a Senior Financial Advisor with Merrill Lynch Wealth Management. She began her career in financial services in 2017 and joined Merrill and The Suri Group in 2019. Lauren holds the Chartered Retirement Planning Counselor™ (CRPC) and Chartered Sustainable Responsible and Impact Counselor™ (CSRIC) designations. Lauren focuses on customized wealth management strategies, providing access to Merrill investing and Bank of America banking resources to assist families in pursuing their financial goals. Her areas of expertise include education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. She also has experience helping clients manage concentrated stock positions and navigate important transition events such as retirement, inheritance, or the sale of a business. Lauren graduated from Butler University with a degree in finance. Outside of her professional work, she enjoys adventure sports, boating, cooking, hiking, horseback riding, reading, spending time with her family, and traveling. She has also written her own cookbook.

Mark Brucato is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked in various roles within JPMorgan Chase Bank and J.P. Morgan Securities since 2018. Outside of his finance career, he has experience in the hospitality sector, including roles at Topo Gigio Ristorante and Blue Plate. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting on a non-discretionary basis. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Brian Paone is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 20 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2006. 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 delivers advisory services alongside affiliated brokerage and investment management capabilities, operating on a non-discretionary basis with a centralized due-diligence framework.

Taylor Bunes is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Pruco Securities, LLC for nine years. Outside of advising, he is involved in insurance sales focused on non-variable products. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services supported by integrated platforms that combine investment advice, financial planning, insurance products, and lending programs.