Ernest Santeralli is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from internal and external sources.

Jeffrey Bishop is a financial advisor with LPL Enterprise, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Principal Securities Inc., The Prudential Insurance Company of America, and Pruco Securities LLC, alongside ownership of Bishop Financial Solutions. He is involved in a non-variable insurance agency business through Bishop Financial Solutions. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and it also offers financial planning and access to third-party asset managers and insurance products through affiliated entities.

Isabel Mitria is a financial advisor with UBS Financial Services in Oakbrook Terrace, IL, holding a Series 66 credential and bringing eight years of industry experience. She has been with UBS Financial Services since 2016. 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 provides fee-based financial planning, portfolio management, and access to proprietary research to tailor investment plans to clients’ goals and risk tolerances.

Madelen Betbadal is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, while also maintaining a position with JPMorgan Chase Bank, N.A. since 1996. 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 through a non-discretionary program. Their advisory process combines quantitative screens and qualitative research, incorporating ESG frameworks and utilizing broader derivatives and commodities capabilities.

Grzegorz Szymczak is a financial advisor with LPL Financial in Hinsdale, IL, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His work history includes roles at BMO Bank NA, Fifth Third Securities, Fifth Third Bank, and BMO Harris Bank. 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 financial planning and investment management solutions, utilizing both proprietary and third-party strategies across its broad advisory platform.

Barbara Watts is a Series 66-licensed financial advisor with 20 years of industry experience, currently associated with Cetera. She has worked at Cetera Financial Specialists LLC and Cetera since 2006 and has been with Cornerstone Advisers, LLC since 2012, where she serves as Director of Client Services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients through a variety of portfolio management and consulting services. The firm offers multiple program structures and investment options, including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets.

Charles Mowery is a financial advisor at Osaic with a Series 66 designation and less than one year of industry experience. His prior roles include positions at SAI Financial Services and RMB Capital, as well as various non-financial employment. Osaic Wealth serves a diverse client base, including retail investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supporting a range of strategies and third-party manager programs.

Jason Dobrzynski is a CFP® with 27 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. His prior experience includes roles at Waddell & Reed, Inc. and various insurance agencies, along with involvement in other business entities unrelated to investment advisory. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions, utilizing both proprietary and third-party investment strategies.

Joel Casper is a Certified Financial Planner (CFP®) with 14 years of industry experience. He currently works at Fisher Investments and has held prior roles at WisdomTree Asset Management, Foreside Fund Services, and Morningstar Investment Services. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach with quantitative and qualitative analysis and implements tax-aware strategies alongside defensive tactics to manage risk.

Socorro Fajardo is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Merrill, Bank of America, and Principal Securities/Princor. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process combines quantitative and qualitative research to develop model asset allocations, with recommendations that may include ESG criteria.

Deepak Saxena is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He previously served as a Planning Consultant at Fidelity Investments from 2022 to 2025. Prior to that, Deepak gained experience as a Private Client Banker at JP Morgan Chase Bank and as a Financial Advisor at Equitable Advisors, both in 2022. Deepak holds a California Insurance License. He is committed to working closely with clients to understand their financial goals and develop customized financial plans. His approach emphasizes building strong relationships based on trust, integrity, reliability, and competency. Outside of his professional responsibilities, Deepak has interests in badminton, fitness, military service, tennis, and traveling.

Robert Chiappetta is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and having 30 years of industry experience. He has been with Wells Fargo since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and provides both brokerage and advisory solutions.

Ryan Malkowski is a CFP®-certified financial advisor with 20 years of industry experience. He has been with Edward Jones since 2008 and previously worked at Wells Fargo Clearing for one year. Malkowski is based in Hinsdale, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets.

Mi Yeon Katz is a Series 66 licensed financial advisor with seven years of industry experience. She is currently with LPL Enterprise and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, MassMutual Investors Services, MassMutual Life Insurance Company, and New York Life. Outside of her advisory role, Katz has been involved with Prak-Sis Ltd. since 2017 and was associated with the Prak-Sis Contemporary Art Association from 2009 to 2017. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and financial planning services.

Jill Strampel is a financial advisor with Cetera who holds a Series 66 designation and has 19 years of industry experience. She has been with Cetera Financial Specialists LLC since 2005 and with Cetera since 2014. Outside of her advisory role, she is a part owner of a real estate business. Cetera Investment Advisers LLC is a nationally registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with various program structures and custodial relationships.

Joel Norman is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds a Series 66 designation and has worked at firms including Osaic Wealth, Michigan Financial Companies, and Great Lakes Financial. His background also includes roles outside finance, such as positions in residence life at the University of Pittsburgh and at Manchester Academy Charter School. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers various programs including wrap and money-manager services and educational seminars.

Louis Cassara is a ChFC® with 42 years of industry experience, currently serving at Mass Mutual Investors Services since 2014. He is also chairman and CEO of The Cassara Clinic, a professional development and executive coaching firm focused on coaching and teaching representatives and entrepreneurs. Additionally, he is involved in individual and group life insurance sales through The Financial Resource Network. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, and various organizations, employing firm-approved analytical tools to deliver tailored recommendations.

Peter Krebs is a financial advisor at Fidelity with a Series 66 credential and approximately one year of experience in the industry. His background includes time at Marquette University and Menards before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, manages multiple registered investment companies, and applies systematic methodologies and oversight controls in its investment approach.

Jason Douglass is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds a Series 66 designation and has worked with JPMorgan Chase Bank, N.A. since 2003. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that focuses on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations, incorporating ESG considerations and supported by affiliated implementation and portfolio services.

Michael Ruggiero is a financial advisor at Ameriprise with 20 years of industry experience and holds a Series 66 designation. He has worked at Ameriprise and its affiliated entities since 2011. Outside of his advisory role, he is an adjunct professor at Purdue University and owns a consulting business, AMD&C, LLC. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research and modeling with personalized recommendation reports delivered by a centralized consulting team.