Christopher Wurster is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He has over 25 years of experience in wealth and investment strategies, focusing on helping clients plan for their futures. Prior to his current role, he served as Vice President and Branch Leader at Fidelity Investments from 2019 to 2022. His professional background includes roles such as Vice President and Sales Desk Manager at Goldman Sachs & Co from 2015 to 2019, Regional Consultant at Goldman Sachs & Co from 2012 to 2015, Financial Advisor at PNC Bank from 2011 to 2012, Financial Advisor at Morgan Stanley from 2005 to 2011, and Client Service Associate at JP Morgan from 2000 to 2005. Christopher emphasizes listening to client needs and educating them on available financial tools, aiming to provide a responsive and attentive client experience.

Alexandra Kud is a financial advisor at Morgan Stanley with one year of industry experience. She holds Series 63 and Series 66 licenses and has prior experience at Charles Schwab & Co., Inc., as well as non-financial roles including positions at Rare Steakhouse and Mathnasium. 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’s planning process includes structured discovery conversations and firm-approved tools, utilizing models such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations.

Hana Murphy is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and having eight years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2018. Prior to her financial career, she spent time at Two Brothers Brewing Company and United States Beverage, and she attended the University of Illinois at Chicago. 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 applying an ESG eligibility framework in its recommendations.

John White is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation with two years of industry experience. His work history includes roles at KPMG LLP, RSM LLP, and Archer Daniels Midland. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients through a range of advisory programs, including tailored financial planning based on structured discovery and firm-approved tools.

Michael Manson is a financial advisor with Morgan Stanley in Chicago, holding Series 63 and Series 66 credentials and having 10 years of industry experience. His prior firms include UBS Financial Services, UBS Bank USA, JKS Ventures LLC, and BMO Harris Bank N.A. He has been with Morgan Stanley since 2019. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutions, managing approximately $2.74 trillion in client assets and employing a structured planning process supported by firm-approved tools and methodologies.

Ethan Graff is a financial advisor with Morgan Stanley in Chicago, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior work includes roles at Northwestern Mutual and Total Quality Logistics. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutions, offering tailored financial planning supported by structured discovery processes and advanced modeling tools.

Christopher Mason is a financial advisor at Charles Schwab with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Goldman Sachs & Co LLC and Citigroup. Mason is based in Chicago, IL. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, using multi-asset model portfolios supported by research from Schwab Center for Financial Research.

Russell Fratto is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and seven years of industry experience. He has previously worked with BMO Bank NA and BMO Harris Bank NA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management alongside model portfolios and research support.

Gilbert Mokry is a financial advisor with Morgan Stanley in Chicago, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Nicolette Orlando is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 credential with one year of industry experience. Her prior roles include positions at Zacks Investment Research and Loyola University Chicago, as well as work with the Chicago White Sox. Outside of finance, she is involved in a local restaurant business, Stix n Brix Pizza, where she assists with various operational tasks. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets and utilizing a structured planning process supported by advanced modeling tools.

Paul Marconi is a financial advisor at Edward Jones with two years of industry experience. He previously worked at Raymond James and has a background that includes roles at Preferred Medical Systems, Cintas, and Marconi Baking Company. Marconi serves as a subcommittee member on budgetary and vendor contract committees for the Birchwood Farms Home Owners Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary managed strategies. The firm is notable for its large network of advisors and branch offices, affiliated investment capabilities, and operation under a fiduciary standard.

Lisa Falcone is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank and Mass Mutual during her career. 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 a team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Sean Jones is a Financial Consultant currently working with Fidelity Investments. He has been in this role since 2024, having previously served as an Investment Consultant at Fidelity Investments earlier the same year. Prior to joining Fidelity Investments, Sean worked as a Financial Advisor at Northwestern Mutual from 2021 to 2024. Sean's professional experience spans financial consulting and investment advising, where he collaborates with clients to navigate financial decisions. He emphasizes teamwork with clients to address their financial needs and goals. Outside of his professional work, Sean has interests in baseball, fitness, football, golf, and traveling.

Bianca Parades Bielawski is a financial advisor at Morgan Stanley with six years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank, N.A. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct client plans and Corporate Financial Planning agreements.

Gregory Laurence is a CFP® professional with 24 years of experience in the financial industry, currently serving at Charles Schwab in Chicago, IL. He has been with Charles Schwab in various capacities since 2009, including roles at Charles Schwab Trust Bank and Charles Schwab Bank. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 employs a primarily non-discretionary client relationship model complemented by access to discretionary separately managed accounts and offers comprehensive investment guidance through multi-asset portfolios and a centralized operational structure.

Jennifer Cousart is a financial advisor at Merrill with two years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Axelon, and RoundPoint Mortgage Company. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Laura Demert is a financial advisor at Raymond James & Associates with 31 years of industry experience. She holds the Series 63 and Series 65 credentials and has been with Raymond James since 2014. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. Raymond James serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Richard Esposito is a financial advisor at Morgan Stanley in Chicago, IL, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2004. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools.

Kevin O'Brien is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. He has worked at J.P. Morgan Securities since 2014 and has been with JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Douglas Gee is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley & Co., Morgan Stanley Smith Barney, and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.