Fatima Calvillo Ortiz is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles at J.P. Morgan entities since 2007, as well as at PoshMark and Airbnb. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory program.

Daniel Statam is a financial advisor with Merrill in Chicago Ridge, IL, holding Series 65 and Series 63 licenses. He has one year of industry experience, including prior roles at Bank of America, Northwestern Mutual, and Trent Mausser. Outside of advising, he was involved with Campus Garage and Carpool. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services within the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, and institutional investors through model-based and discretionary strategies developed by internal and third-party managers.

Paul Walker is a Financial Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2025 to 2026. His professional experience also includes working as a Financial Solutions Advisor at Merrill Lynch between 2024 and 2025, and as a Loan Structure Specialist at Bank of America from 2018 to 2025. In his career, Paul has focused on providing financial guidance and solutions to individuals and families to help them work toward their most impactful goals. Outside of his professional work, he has interests in art, board games, family activities, fitness, painting, and photography.

Carlos Bedolla is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 credentials and has worked in various roles at Fidelity, Apple, Beacon Funding, and DePaul University. Outside of his advisory work, he sells items on eBay. His firm, Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Skye Bergeson is a Series 66 licensed financial advisor with Edward Jones in Frankfort, IL, and has 15 years of industry experience. She has been with Edward Jones since 2010. 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 financial advisors and branch offices.

James Shannon is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Woodbury Financial Services, Credit Suisse Securities, and Lehman Brothers. Shannon serves as an advisory board member for Misericordia Home, a nonprofit supporting individuals with developmental disabilities. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services supported by a model-based investment approach, portfolio optimization tools, and a multi-advisor platform.

Daniel Jakuta is a financial advisor with RBC Capital Markets, holding the ChFC® designation and Series 63 and 66 licenses. He has 38 years of industry experience and has previously worked at City National Bank, Wells Fargo Clearing, and A.G. Edwards & Sons, Inc. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a mix of in-house and third-party investment managers.

Tonya Almond is a financial advisor with Edward Jones in Lemont, IL, holding a Series 66 designation and one year of industry experience. Before joining Edward Jones, she worked at Maritz and has been involved with Tag Agency LLC and several professional associations. She serves on the Finance Board for St. John Lutheran Church in LaGrange, IL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a wide range of investment advisory programs and services through a large nationwide network of financial advisors and branch offices.

Imani Bussell is a financial advisor with Primerica Advisors in South Holland, IL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2002 and has worked at Syserco since 2019. Outside of advisory services, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed account options. The firm uses third-party asset managers and offers a tiered wrap-fee structure, maintaining discretion over model selection and implementation.

Cynthia Vavrik is a financial advisor with Morgan Stanley in Orland Park, IL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she serves as a board member and treasurer for the nonprofit organization Something For Kelly, which focuses on children and youth. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Michael Monday is a CFP®, ChFC®, and holds a Series 66 license. He has nine years of experience in the financial industry, all of which have been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at IBM for fifteen years. Beyond his advisory role, Monday serves as Chairman of the Burr Ridge Veterans Memorial committee and is President of the LaGrange Rotary Club, where he leads community service initiatives. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Kevin Leyendecker is a Series 66-licensed financial advisor with four years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., where he has worked since 2024. Prior to that, he held positions at Equitable Advisors, BlueTriton Brands Inc., and Sherwin Williams. 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, with recommendations supported by centralized due diligence and a combination of quantitative and qualitative research.

Casey Davis Vician is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012. He also has experience working with JPMorgan Chase Bank, N.A. since 2011. 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 and fund searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative due diligence and may include an ESG eligibility framework.

David Smith is a financial advisor with Morgan Stanley in Orland Park, IL, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior work includes 17 years at UBS Financial Services. Outside of his advisory role, he manages real estate investments as a partner and manager of rental property LLCs. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a variety of advisory programs supported by tools such as Monte Carlo simulations and secular return estimates.

William Brower is a financial advisor at Osaic Wealth with 38 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Osaic since 2024. Prior to this, he spent over two decades at Securities America Advisors, Inc. and maintains ownership of William H. Brower, P.C., a bookkeeping and tax preparation business. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and portfolio management. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various investment strategies and third-party money manager programs.

Mathew Puthenveetil is a financial advisor at Wells Fargo Clearing with one year of industry experience and a Series 66 designation. Prior to joining Wells Fargo, he worked at Glenwood Dental Care P.C. and held positions at Benedictine University, Community Hospital, and the University of South Florida. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

James Ferguson II is a financial advisor with Morgan Stanley in Orland Park, IL, holding a Series 66 designation and one year of industry experience. His background includes roles at Morgan Stanley Private Bank, The University of Alabama, NXT Capital, and Gibsons Restaurant Group. Outside of finance, he has experience connected to the hospitality industry through these positions. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, employing structured financial planning tools and firm-approved processes. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Andrew Mau is a CFP® with 14 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2020. His prior experience includes roles at Voya Financial Advisors and Lionheart Financial LTD. He is a board member of a networking group, BNI Power Referral Partners. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm supports discretionary and non-discretionary management across multiple platforms and provides proprietary model strategies under the Founders Gate Capital brand.

Claude Sherman Jr. is a financial advisor with Ameriprise in New Lenox, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Ameriprise and its affiliates since 2005. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a Retirement Income Oversight Committee to deliver tailored, non-discretionary advice primarily focused on assets held in Ameriprise Managed Accounts.

Richard Krooswyk is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining LPL Financial in 2021, he worked for 18 years with Waddell & Reed, Inc. and various insurance carriers associated with W & R Insurance Agencies. His other business activities include involvement in non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions through a large network of advisors, offering financial planning, asset management programs, and institutional platforms.