Brandon Self is a financial advisor with Ameriprise in Naperville, IL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Ameriprise since 2009 and has been associated with H & R Block Financial Advisors, Inc. since 1999. Outside of his advisory role, he is involved in a business ownership activity unrelated to investment management. Ameriprise serves individuals approaching or in retirement, offering a specialized retirement-income planning service that provides detailed, non-discretionary recommendation reports. The firm employs a combination of research, modeling, and tax-efficiency analysis to support clients with assets generally exceeding $1 million.

Jordan Twidell is a Financial Consultant currently working at Fidelity Investments. He has held various roles within Fidelity, including Investment Consultant, Planning Consultant, and Relationship Manager, demonstrating a progressive career in financial services since 2020. Prior to joining Fidelity, Jordan worked at Northwestern Mutual, where he served as an Associate Wealth Management Advisor and Financial Representative between 2016 and 2020. Throughout his career, Jordan has developed expertise in wealth management, investment consulting, and client relationship management. His professional focus is on providing diligent and personalized financial advice, treating each client's financial situation with individual attention. Outside of his professional work, Jordan has interests in cars, fitness, golf, and parenthood.

Richard Hanviriyapunt is a financial advisor at Equitable Advisors with 16 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2008, previously working with Axa Advisors, LLC. Outside of his advisory role, Hanviriyapunt volunteers as a tax preparer for the Thai American Association and oversees a tax preparation business. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through third-party programs. The firm employs a hybrid referral and implementation model, utilizing multiple third-party asset managers and providing both advisory and brokerage/insurance services.

Scott Mcgovney is a CFP® professional with 39 years of industry experience, currently serving at LPL Financial since 2010. He holds Series 63 and Series 65 licenses and is based in Glen Ellyn, IL. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, institutions, and charitable organizations. The firm provides a range of advisory programs and financial planning services supported by research and various investment management options.

Samuel Pacelli is a financial advisor with Mass Mutual Investors Services holding a Series 66 credential and five years of industry experience. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he plays the bagpipes in a band. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser, serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning relationships and a range of investment strategies.

Franz Merkendorfer is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 66 and Series 63 licenses. His work history includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and a brief period at Mickeys Linen. 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 searches, and customized performance reporting through its Institutional Consulting Services program. The firm employs a quantitative asset-allocation approach combined with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Evan Gallien is a CFP®-credentialed financial advisor with 13 years of industry experience, currently with Morgan Stanley in Oak Brook, IL. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2018 and previously at Securities Service Network and Resource Financial Group, Ltd. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through a structured process that includes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and under employer agreements.

Patricia Penrod is a financial advisor at Merrill with six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley Smith Barney, U.S. Bancorp Investments, U.S. Bank, and JP Morgan in various capacities. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jordan Pemble is a Financial Consultant currently working at Fidelity Investments since 2021. In this role, Jordan partners with families to develop financial plans and provides education to support well-informed financial decisions. Jordan specializes in retirement planning, investment strategy, and income protection, and collaborates with a wealth management team that addresses tax-efficient investing and estate planning considerations. Prior to joining Fidelity Investments, Jordan held positions at Merrill, serving as Assistant Vice President and Relationship Manager from 2020 to 2021, and as an Investment Consultant from 2017 to 2020. Jordan holds an Arkansas Insurance License. Outside of professional responsibilities, Jordan has personal interests in baseball, family activities, and traveling.

Michael Malone is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 licenses and five years of industry experience. He has been with J.P. Morgan Securities since 2019 and also has experience at J.P. Morgan Chase Bank and Nissan. 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.

Manila Kala is a Series 66-registered financial advisor with UBS Financial Services, where she has worked since 2007. She has 21 years of experience in the financial industry. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and integrates proprietary research and data analytics into its client solutions.

Roger Nelson is a financial advisor with Primerica Advisors in Naperville, IL, holding Series 63 and Series 65 licenses and having seven years of industry experience. His prior work includes roles at PFS Investments Inc and Larsen MFG. Outside of advisory services, he is involved in sales of loan products and home-related services through Primerica Mortgage, LLC and Primerica Client Services, Inc. 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 account options under a wrap-fee structure. The firm curates third-party asset managers and uses BNY Mellon Advisors for trading implementation.

Thomas Bongiorno is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at MassMutual Investors Services since 2017 and previously spent two years with Metlife Securities. Outside of his advisory work, he is a drummer in a local 80's cover band that performs at special events. MassMutual Investors Services provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved tools and supports a range of investment strategies without discretionary authority.

Daniel Iverson is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and at Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets dating back to 1996. Outside of his advisory work, he is a sole proprietor of a rental property in Sanibel Island, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through various advisory programs, including tailored financial planning and estate 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.

Ryan Ford is a financial advisor with Cetera, holding the CFP® and PFS™ designations along with a Series 66 license. He has two years of industry experience and has been associated with Cetera and related entities since 2024. Outside of his advisory role, he is a managing member and part owner of Sequoia Advisors LLC, where he prepares tax returns for clients. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and unaffiliated managers.

Neil Harnen is a CFP® with 19 years of industry experience, currently affiliated with Cetera in Wheaton, IL. His career includes roles at Cambridge Investment Research Advisors, National Securities Corp, B. Riley Wealth Advisors, LPL Financial, and TrustBank. He serves as a board member and co-chair of the finance committee for Mutual Ground, where he is involved in budget recommendations and audit approvals. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with discretionary and non-discretionary program options.

Ravi Patel is a financial advisor at Cetera with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera and Foresters Financial Services. In addition to advising, he works as a property and casualty insurance agent for Modus Technologies. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform.

James Moster Jr. is a financial advisor at Equitable Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 1999. In addition to his advisory role, he is also a practicing attorney involved in a law firm and attorney referrals. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Sandra Nasby is a financial advisor at LPL Financial with two years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at BMO Bank NA and Helzberg Diamonds. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by various research and model portfolios.

Patrick Dunne is a financial advisor with Edward Jones in Oak Lawn, Illinois, holding Series 63 and Series 66 credentials and having 43 years of industry experience. He has been with Edward Jones since 1982. Outside of his advisory role, he owns and maintains a commercial property in Oak Lawn. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.