Andres Cordero is a Series 66-licensed financial advisor with six years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., having previously worked at Wells Fargo Advisors, Bank of America, Merrill, and other firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a written asset allocation and investment manager advisory program. The program emphasizes non-discretionary advice supported by centralized due diligence and incorporates ESG considerations in its recommendations.

William Lafond is a CFP® with 40 years of industry experience and currently serves as a financial advisor at LPL Financial. His prior roles include positions at Grove Point Advisors, LLC and Grove Point Investment, LLC. Lafond is chairperson of the Chaney Lake Road Maintenance Association, a nonprofit board in Wakefield, MI. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors using both proprietary and third-party strategies.

Linda Davis is a financial advisor at Raymond James Financial with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Raymond James in various capacities since 1993. Outside of her advisory work, she is involved as a partner in a rental real estate business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm employs a non-discretionary planning approach tailored to client goals and supports its offerings with advanced analytical tools and technology.

Forrest White II is a financial advisor with Edward Jones in Aurora, IL, holding Series 63, 65, and 66 licenses and has 26 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 advisors and 15,000 branch offices.

Joseph Rumbley is a Certified Financial Planner® (CFP®) with over 21 years of experience in the financial services industry. He has been with Edward Jones since 2005, working out of St Charles, Illinois. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Heather Hilleshiem is a financial advisor at Edward Jones in Sycamore, IL, holding a Series 66 designation with 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

Thomas Gaudio is a financial advisor at Edward Jones in Sycamore, IL, holding a Series 66 designation with three years of industry experience. His prior roles include positions at KCT Credit Union and Cornerstone National Bank and Trust Company. He also worked with the Huntley Park District for five years before entering financial advisory. 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 and investment solutions, supported by a nationwide network of more than 23,000 financial advisors and extensive affiliated capabilities.

Kevin Sullivan is a financial advisor at Raymond James & Associates with six years of industry experience. He holds the Series 66 designation and has worked in a variety of roles, including positions with Topstep LLC and the Chicago Cubs. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base that includes individuals, institutions, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Arturo Ramirez is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and previously worked at BMO Harris Financial Advisors, Inc., Edward Jones, and CitiFinancial Services LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms.

Richard Williams is a financial advisor with LPL Financial based in Naperville, IL, holding Series 65 and Series 63 registrations. He has four years of industry experience, previously working at BMO Bank NA for seven years and US Bank for ten 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, supporting advisors with technology and research tools.

Nicole Hutcheson is a financial advisor with J.P. Morgan Securities in Elgin, IL, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. Her prior roles include positions at Ausdal Financial Partners, Inc., HD Vest Investment Services, and Tardella & Company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process uses a combination of quantitative and qualitative research supported by centralized due diligence and incorporates a range of eligible strategies, including an ESG framework.

Robert Lorenz is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. His prior roles include positions at BMO Harris Financial Advisors, J.P. Morgan Securities, Chase Investment Services, Cetera, Fifth Third Securities, and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management options, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Timothy Glennon is a financial advisor with LPL Financial in Batavia, IL, holding a Series 66 designation and with 28 years of industry experience. His prior roles include positions at Grove Point Investments, H. Beck, Inc., Cetera Wealth Services, and Tower Square Securities. Outside of his advisory work, he is involved with JP Glennon & Associates and serves as a notary with The Financial Group, Ltd. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Daniel Murphy is a financial advisor with Edward Jones in Elburn, IL, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he manages individual and education savings accounts for a family member and holds a traditional IRA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Bryan Holstrom is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America Advisors, Covenant Financial, and Paragon Advisors. Outside of his advisory role, Holstrom serves as a board member for Mid-America Reformed Seminary and as a trustee for Grace Orthodox Presbyterian Church, where he also volunteers as a financial planner for ministers. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and advisor-managed portfolios. The firm’s investment approach emphasizes model-based asset allocation, portfolio optimization, and a range of managed account options.

Timothy Beasley is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and previously worked for American Midwest Bank (Heartland Bank & Trust) for 20 years. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Senka Barney is a financial advisor at Raymond James Financial with 30 years of industry experience. She has previously worked at UBS Financial Services and Merrill Lynch. Barney also serves as Vice President of Mountain Street Advisors, LLC, where she is involved in business operations and administration. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional entities. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Brooke Gaylord is a financial advisor at Edward Jones in Elgin, IL, holding a Series 66 designation with one year of industry experience. Brooke’s prior experience includes roles at Forvis Mazars, DRW Holdings, Kirkland & Ellis, and a previous tenure at Edward Jones. Outside of finance, Brooke has worked in the salon industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports over 23,000 financial advisors nationwide.

Richard Poole is a CFP® professional with over 32 years of industry experience. He has worked at Edward Jones since 2023 and previously spent 19 years at Hartford Investment Financial Services, LLC. 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 strategies and affiliated investment products, supported by a nationwide network of approximately 23,700 financial advisors and more than 15,000 branch offices.

Michael Hatch is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2011. 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, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.