Christopher Schuck is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and previously worked at Farmers Insurance from 2017 to 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operates under a fiduciary standard, and maintains a large national network of financial advisors and branch offices.

Jeffrey Malas is a financial advisor with LPL Financial in Northfield, IL, holding a Series 66 designation and 18 years of industry experience. He previously worked at Edward Jones for three years before joining LPL Financial in 2011. Outside his advisory role, he sells Legal Shield services, which provide prepaid legal protection including legal advice and document review. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning, model portfolios, third-party asset management, and institutional platforms, employing both discretionary and non-discretionary strategies supported by advanced operational tools.

Sumeet Gupta is a financial advisor with Primerica Advisors in Long Grove, IL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2002 and 2003, respectively. Outside of his advisory role, he is a partner in We Change Lives LLC, an investment-related business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plan management.

Daniel Raupp is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley, spanning from 2007 to 2019, prior to joining Stifel in 2019. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group, employing forward-looking assumptions and probabilistic modeling to guide asset allocation and financial planning.

Robert Biernat is a financial advisor at Morgan Stanley with 50 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by a structured discovery process and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through various investment and planning strategies.

Austin Sparrow is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he collaborates with financial consultants to understand clients' financial situations and supports the implementation of appropriate financial plans aimed at achieving their goals. Prior to this, Austin gained experience as a Relationship Manager and Financial Representative at Fidelity Investments from 2023 to 2025, and as a Financial Services Representative at Northwestern Mutual from 2022 to 2023. Austin's professional background encompasses various roles within the financial services industry, providing him with a broad perspective on client relationship management and financial planning. His experience has equipped him to assist clients in navigating their financial journeys effectively. Outside of his professional life, Austin has interests in baseball, cars, fishing, football, outdoor adventures, and traveling.

Thomas Rice is a financial advisor at UBS Financial Services with 44 years of industry experience. He has been with UBS since 1982 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides a broad range of capital markets services through its platform.

Peter Balistreri Jr. is a financial advisor with Ameriprise who holds Series 63 and Series 66 licenses and has 13 years of industry experience. His career includes roles at JP Morgan Securities LLC and JP Morgan Chase Bank before joining Ameriprise in 2017. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in net investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support retirement planning, with a focus on assets held in Ameriprise Managed Accounts.

Jason Allen is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has worked at several firms including Jackson National Asset Management and Morgan Stanley Smith Barney LLC. Outside of finance, he was involved with Headlands Tech Organization, LLC in 2022. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Howard Senescu is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 2008. Senescu also serves as a successor trustee involved in estate administration. Morgan Stanley Wealth Management offers a wide range of advisory programs for individual and institutional clients, with financial planning services that utilize structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides customized planning through its Financial Advisors and Estate Planning Strategies Group.

Kristina Jucaban is a Series 66 licensed financial advisor with ten years of industry experience. She has worked at Merrill for fifteen years before joining UBS Financial Services in 2024. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and capital market assumptions to tailor investment strategies.

Scott Marshall is the Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial professionals focused on delivering an exceptional wealth planning experience to clients. He has been with Fidelity Investments since 2000, progressing through various roles including Assistant Branch Office Manager, Regional Planning Consultant, VP Senior Account Executive, Financial Planning Consultant, and multiple Financial Representative positions. Before joining Fidelity, Scott worked as a Financial Advisor at McDonald Investments Inc. from 1999 to 2000. Over his career, he has accumulated extensive experience in financial planning and wealth management within Fidelity Investments. No additional information about his education, credentials, personal interests, or community involvement has been provided.

Justin Graves serves as a Branch Leader, supporting advisors and branch staff who work directly with clients to address their financial needs. In this role, he focuses on fostering a collaborative and consistent branch environment while overseeing day-to-day operations. He supports the team responsible for delivering the client experience and helping clients work toward their financial objectives. Prior to his current role at Fidelity Investments starting in 2025, Justin held positions at Bank of America - Merrill Edge, including Registered Academy Manager from 2023 to 2025 and Relationship Consultant - Life Services from 2021 to 2022. Outside of his professional responsibilities, Justin has interests in art, family activities, fitness, football, and singing.

Travis Sylvester is a CFP® professional with eight years of industry experience, currently serving at Cetera. His prior work includes roles at Fidelity Investments and Capital Trading Group. He is a co-founder and financial planner of Shoreline Financial Partners and holds a notary public commission. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and financial services, supported by a large network of over 10,000 advisors and substantial assets under management.

Larry Malles is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held positions at Wells Fargo Advisors LLC and Morgan Stanley in various capacities. 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 offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Janel Huston is a financial advisor with Raymond James Financial in Northbrook, IL, holding Series 63 and Series 65 credentials and 38 years of industry experience. She has worked with various Raymond James entities since 2008. In addition to her advisory role, she owns Huston Wealth Solutions, a support company based in Glenview, IL. Raymond James Financial Services Advisors, Inc. provides tailored financial planning and investment consulting to a diverse client base, including individual and high-net-worth clients, corporations, and institutional investors. The firm uses advanced analytical tools and offers both advisory programs and specialized services, such as municipal advisory and SIMPLE IRA Employer Consulting.

Benjamin Rose is a financial advisor at Edward Jones with eight years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2022, he worked at Bank of America/Merrill Lynch from 2018 to 2022 and at Geometry Global from 2015 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and managed solutions, operating under a fiduciary standard and maintaining a large nationwide network of advisors and branch offices.

Cynthia Faraci is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2016. Outside of her financial career, she works as a yoga instructor at CorePower Yoga. J.P. Morgan Securities 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.

Nathanael Darnieder is a CFP® with 28 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Glenview, IL. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Robert Smith is a CFP® and holds a Series 66 license, with seven years of industry experience. He has worked at Edward Jones since 2018 and was previously with Meadowhawk Capital, LLC from 2009 to 2018. 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 advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.