Clifford Cadle Jr. is a financial advisor at LPL Financial with 28 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Equitable Advisors and Advisors' Pride Inc. Outside of his advisory work, he is involved with Aspiration LLC, a construction business. 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 and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Brandon Johnston is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has previously worked with Equitable Advisors LLC and Crawford & Winiarski Financial Consulting. Outside of finance, he has been involved with Miami University Intramural Sports and the Detroit City Football Club. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice. The firm’s approach includes tax-aware withdrawal strategies and collaborates with clients’ advisors to implement non-discretionary recommendations.

Jake Coss is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Northwestern Mutual, Battaglia Industries, and Hy-Vee. He has been involved with the Crystal Lake Country Club for three years. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Jeffrey Bonsol is a financial advisor with J.P. Morgan Securities in Carol Stream, IL, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His career includes roles at JPMorgan Chase Bank, Bank of America, Merrill, and Avatar Securities. 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 searches, and customized performance reporting through a program supported by centralized due diligence and a combination of quantitative and qualitative research.

James Bushy is a financial advisor at LPL Enterprise LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and previously worked at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory role, he serves as a board member for the Elmhurst Symphony Orchestra, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment approaches and offers access to third-party asset managers, with additional services including financial planning and insurance product sales through affiliated entities.

John Winkates is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior work includes roles at Wells Fargo Clearing Services and A.G. Edwards & Sons. He is also involved in other business activities as a financial advisor with Morton Private Wealth Strategies and Winkates Wealth Management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individual, high-net-worth, institutional, and nonprofit clients. The firm provides non-discretionary planning tailored to client goals using risk profiling and modeling tools and supports municipal and public finance work as well as SIMPLE IRA advisory programs.

Vince Marino is a CFP® professional with 26 years of industry experience, currently serving at J.P. Morgan Securities since 2012. He has also been affiliated with JPMorgan Chase Bank, N.A. for over two decades. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research to develop model asset allocations, with implementation supported by affiliated investment-management entities.

Christopher Petrungaro is a financial advisor with Edward Jones in Elmhurst, IL, holding Series 63, Series 65, and Series 66 licenses and possessing 31 years of industry experience. He has been with Edward Jones since 2018 and previously worked at New York Life for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Magdalena Marinescu is a financial advisor with Fidelity, holding a Series 66 designation and four years of industry experience. Her background includes roles at Verizon and AT&T prior to joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, offers 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 portfolios composed of mutual funds, ETFs, and ETPs.

Adrian Little is a financial advisor with LPL Financial in Deerfield, IL, holding Series 66 and Series 63 registrations and bringing 16 years of industry experience. His prior roles include 14 years at J.P. Morgan Securities and concurrent experience at JPMorgan Chase Bank, N.A. for 17 years. 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 and brokerage services, including financial planning, model portfolio programs, and institutional platforms, leveraging technology and a large network of advisors.

Katherine Mangiardi is a financial advisor at Fisher Investments with 19 years of industry experience. She holds the Series 63 and Series 66 credentials and has previously worked at Fidelity Brokerage Services, Transamerica Financial Advisors, and Wfg. Outside of her advisory role, she is the CEO and owner of Fierce Females LLC, a personal podcasting venture focused on interviewing women entrepreneurs. Fisher Investments serves a diverse global clientele, including institutional and high-net-worth clients, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to build globally diversified portfolios and provides a range of services, including sub-advisory and retirement plan management.

Steven Whiting II is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work includes roles at WFGIA/Transamerica Financial Advisors and several major airlines, such as American Airlines Group, National Airlines, FedEx, and United Airlines. 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 nationwide network of more than 23,000 financial advisors. The firm combines a large retail advisor and branch presence with affiliated capabilities, including a trust company and proprietary funds, operating under a fiduciary standard.

Brian Brennan is a financial advisor at Primerica Advisors with Series 63 and Series 65 licenses and one year of industry experience. His work history includes roles at Brennan Financial Group, PFS Investments Inc., Misfits Health, Leapfrog Brands, James Hardie Building Products, and Reyes Holdings. He has been affiliated with Primerica Financial Services since 2012. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-based strategies managed by unaffiliated asset managers and supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.

Jeremy Meinhardt is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Kindred Healthcare. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its use of algorithmic methods, AI technologies, and its registered role with the CFTC as a commodity pool operator.

Matt Vahl is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. With over 30 years of experience in the financial services industry, he partners with clients to identify and understand their financial goals and develop personalized plans aimed at achieving financial freedom, flexibility, and peace of mind. Prior to joining Fidelity Investments, Matt worked as a Financial Services Professional at New York Life from 1996 to 2019. He began his career as a Financial Services Wholesaler at Talbot Financial Services from 1994 to 1996. He holds a California Insurance License.

Marvene Devoy is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. Prior to joining Wells Fargo in 2016, she worked at A. G. Edwards & Sons, Inc. from 2002 to 2008. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Karl Lorenz is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2020, as well as prior roles at Bank of America and Merrill. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individuals and institutions. The firm offers a range of advisory programs, including tailored financial planning that employs firm-approved tools and scenario modeling, managing approximately $2.74 trillion in client assets.

Jesus Solorio is a financial advisor with Primerica Advisors in Des Plaines, IL, holding Series 65 and Series 63 licenses and three years of industry experience. His background includes work with PFS Investments Inc. and involvement with the Republican Party in Illinois and Rhode Island. He has also operated Solorio Strategies LLC, a private business venture. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with approximately 3,698 advisors and manages about $15.5 billion in assets, delivering model-based investment strategies primarily for individual investors.

David Pearlstein is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its affiliates since 2009, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as a decade at Merrill prior to that. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by tools such as Secular Return Estimates and Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and provides planning primarily in an advisory capacity.

Ayesha Sarvana is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and 21 years of industry experience. She has worked at Morgan Stanley since 2016, with prior roles at Fidelity and UBS Financial Services. Outside of her advisory work, she operates as an independent contractor in investment-related activities. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment research to support its advisory services.