Patrick Mulvaney is a Financial Consultant currently working with Fidelity Investments. He collaborates with clients and their families to understand their financial goals and develop personalized strategies aimed at growing, protecting, and managing wealth. He emphasizes open dialogue and education to assist clients in making informed financial decisions. Patrick has progressed through roles at Fidelity Investments, starting as a Financial Representative in 2023, then as an Investment Consultant from 2024 to 2025, before assuming his current position. Prior to joining Fidelity, he held a Financial Representative role at Northwestern Mutual during 2022 to 2023. He holds an Arkansas Insurance License. Outside of his professional work, Patrick engages in activities such as bowling, cooking and baking, fitness, golf, traveling, and volunteering.

Connor Brandon is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Forbes Technical Consulting, Purdy Products Company, CareerBuilder, and Tech USA. He spent eight years in full-time education prior to entering the financial services field. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds supported by a large nationwide network of advisors.

David Kosobucki is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Zachary Pickren is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney prior to joining J.P. Morgan in 2018. 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.

Thomas Klupchak Jr. is a Series 66 licensed financial advisor with Equitable Advisors, based in Oak Brook, IL. He has one year of industry experience, including roles at Temperature Equipment Corporation and involvement with Infant Jesus of Prague. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and LPL-sponsored advisory programs, offering a range of investment options and ERISA fiduciary services.

Sarah Palomares is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and affiliated entities since 2009. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Paras Gautam is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. His career includes over a decade at Ameriprise and eight years at Citigroup Global Markets. Outside of his advisory work, he serves as Secretary on the Board of Directors for the Fairfield VII & VIII Homeowners Association in Westmont, IL. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with annual retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Donald Kent is a financial advisor with Equitable Advisors in Oak Brook, IL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Equitable Advisors since 2017 and previously worked with Axa Advisors. Outside of his advisory role, he owns and operates Tall Corn Alpacas, LLC, a farm business involved in raising animals for fleece production. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm emphasizes risk assessment and client-specific program matching, utilizing both third-party asset managers and proprietary advisory models.

Michael Corbett is a financial advisor at Edward Jones in St Charles, IL, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones serves more than four million individual and institutional clients, offering a wide range of wealth management services through a nationwide network of financial advisors and branch offices. The firm provides both discretionary and non-discretionary investment strategies, access to separately managed accounts, and operates under a fiduciary standard.

Leon Vaughn is a financial advisor at Primerica Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses. His work history includes roles at Primerica Financial Services, Central Transportation LLC, Staffinders Inc, Vaugh Global Solutions, and Safer Foundation. Vaughn has been involved with Vaugh Global Solutions since 2020. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies overseen by third-party managers and supports accounts through BNY Mellon Advisors and Pershing.

Nicholas Maley is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Morgan Stanley and Huntington National Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Douglas Ulrich is a CFP®-designated financial advisor with 24 years of industry experience. He has been with Edelman Financial Engines and its predecessor entities since 2010, including roles at Financial Engines Advisors L.L.C. since 2018. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, providing both discretionary and non-discretionary investment options with an emphasis on diversified portfolios and long-term orientation.

Jelord Henderson is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Primerica Advisors since 2015. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure rather than fixed fees.

Marianne Veenstra is a financial advisor with UBS Financial Services in Oakbrook Terrace, Illinois, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She previously worked at Ameriprise Financial Services and Northwestern Mutual Investment Services. Veenstra also acts in fiduciary roles such as trustee and personal representative. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor plans to clients’ goals and risk tolerances.

Karen Feinblatt is a CFP® professional with 21 years of industry experience, currently serving at J.P. Morgan Securities in Wheaton, Illinois. She has been with JP Morgan Chase Bank, NA since 2013. Outside of her advisory role, she is involved in managing farmland rentals. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Bill Heart is a financial advisor at LPL Financial with 27 years of industry experience. He previously worked at Woodbury Financial Services for 17 years, followed by tenures at OSAIC and 1717 Capital Management Company. Outside of his advisory role, he operates an eBay sales 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 portfolios, third-party asset management, and institutional platforms.

John Shuster Jr. is a financial advisor with Wells Fargo Clearing in Barrington, IL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has held roles at Wells Fargo Advisors, LLC and Stifel, where he worked for a decade before joining his current firm. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Andrew Didier is Vice President and Wealth Planner at Fidelity Investments. He has been with Fidelity since 2015, progressing through roles including Financial Consultant and Vice President, Financial Consultant before assuming his current position in 2024. Prior to joining Fidelity, he worked at Charles Schwab & Co. Inc., serving as Associate Financial Consultant and Senior Specialist-High Net Worth Representative from 2008 to 2015. With over 18 years of experience working with clients in various financial situations, Andrew focuses on financial planning tailored to individual goals. His professional background encompasses advisory roles aimed at helping clients navigate their financial strategies and objectives. Outside of his professional career, Andrew enjoys activities such as attending concerts, going to the beach, hiking, listening to music, football, and parenthood.

Debra Ferguson is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses. Prior to joining Morgan Stanley in 2019, she worked at Barrington 220 from 2018 to 2019. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by firm-approved tools and does not provide individual security recommendations in its standalone planning services.

Vishal Bhuta is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has over 10 years of experience in the financial services industry, having worked as a Financial Advisor at Morgan Stanley from 2013 to 2023 and as a Wealth Relationship Manager at Citi Personal Wealth Management from 2023 to 2025. Vishal specializes in providing financial planning services tailored to clients' individual goals and priorities. He emphasizes listening and understanding clients' needs to build trust and lasting relationships, aiming to bring confidence and peace of mind to their financial journeys. Outside of his professional work, Vishal has personal interests that include cars, comedy, food, movies, and parenthood.