Jamshed Kavina is a financial advisor with Primerica Advisors in Naperville, IL, holding the Series 63 and Series 65 designations and bringing 20 years of industry experience. His background includes roles at Ameriprise Financial Services and long-term involvement with Primerica Financial Services and H&R Block, where he works as a Master Tax Advisor providing tax preparation and advice. Outside of advisory services, he is involved in sales related to mortgage products and home security referrals through affiliated companies. 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 employs model-delivery strategies managed by unaffiliated asset managers and operates at scale with approximately $15.5 billion in assets under management.

Jessica Wanek is a financial advisor with OSAIC and holds the Series 66 designation. She has 25 years of industry experience, having previously worked at FSC Securities Corporation and Waterstone Financial Group. Outside of her advisory role, she is president of W Financial Services, an insurance agency offering property and casualty coverage. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of advisers and advisory platforms. The firm provides integrated brokerage and investment advisory services with access to multiple third-party money managers and utilizes a range of asset-allocation tools and portfolio management approaches.

Nicola Hughes is a financial advisor at Fidelity with five years of industry experience. She holds the Series 66 designation and has prior experience at Bank of America, Merrill, and Wintrust Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Daniette Williams Cerda is a financial advisor with Edward Jones in Yorkville, IL, holding Series 63 and Series 66 designations and 13 years of industry experience. Prior to joining Edward Jones in 2021, she worked at J.P. Morgan Securities and JP Morgan Chase Bank, N.A., as well as CitiGroup. Outside of her advisory role, she is involved in online activewear sales through Zyia Active. 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 strategies, supported by a nationwide network of more than 23,700 advisors and over $1 trillion in assets under management.

Ryan Lloyd is a financial advisor at Edward Jones with CFP® and Series 66 designations. He has over 10 years of industry experience, having previously worked at Northern Trust from 2015 to 2025 before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Curtis Andrews is a financial advisor with J.P. Morgan Securities in Oswego, Illinois, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank since 2011. Outside of finance, he owns Curtis Andrews Photography, LLC, focusing primarily on personal and family portraits. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Lisa Booe is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 16 years of industry experience. She has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. for a combined total of 13 years. 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 the Wells Fargo Investment Institute.

Mark Larson is a financial advisor with LPL Financial and holds Series 63, 65, and 66 licenses. He has 36 years of industry experience, including roles at Wells Fargo Clearing, Bank of America, Merrill, and Scottrade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management supported by proprietary and third-party research.

Donald Curby is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. Curby serves on the board of the nonprofit Heart of a Veteran, participating in board meetings and fundraising activities. LPL Enterprise serves a broad client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Jon Theeke Jr. is a financial advisor with Thrivent Investment Management in Aurora, IL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Thrivent and its predecessor, Thrivent Financial for Lutherans, since 2002. Outside of his advisory role, Mr. Theeke serves on the Cornerstone Foundation board for Lutheran Social Services Illinois, participating in fundraising and outreach activities. Thrivent Investment Management provides Dedicated Planning Services for individuals, families, businesses, and nonprofits, offering goal-based financial planning without portfolio management or discretionary trading authority. The firm’s approach allows clients to combine planning with managed-account programs under a consolidated billing option while maintaining separate services.

Marc Sweda is a financial advisor at Osaic with 27 years of industry experience. He previously worked for 25 years at Woodbury Financial Services, Inc. In addition to his advisory role, he is a licensed insurance agent and a notary. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and advisory platforms. The firm offers a range of brokerage and advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes.

Andres Cordero is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, Wells Fargo Advisors, and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager 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.

William Lafond is a CFP®-designated financial advisor with LPL Financial, bringing 40 years of industry experience. His prior roles include leadership positions at Grove Point Advisors, LLC and Grove Point Investment, LLC. He serves as chairperson on the board of the Chaney Lake Road Maintenance Association, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs and financial planning services, combining proprietary research with third-party strategies and technology-driven portfolio management.

Yan Bellantoni is a financial advisor with Ameriprise in Aurora, IL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Bellantoni serves on the Board of Directors for the Nankai University Alumni Association. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance services. Its retirement-income planning service targets clients with significant investable assets, providing detailed, research-driven recommendations that combine modeling and tax-efficiency analysis.

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.

Christine Spencer is a financial advisor with Morgan Stanley in Naperville, IL, holding a Series 66 designation and 17 years of industry experience. She has worked with Morgan Stanley since 2015 and previously with Morgan Stanley Private Bank, N.A. since 2024. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and incorporates structured planning tools and market scenario modeling in its financial planning process.

Laura Needs is a financial advisor at Edward Jones with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Edward Jones since 2016, including an earlier tenure from 2016 to 2021 and continuing from 2021 to the present. Outside of her advisory role, she is involved in real estate investing through LNLK Enterprises 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Nichol Stimac is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. Her prior roles include positions at Fifth Third Bank, Ameriprise Financial Services, and PNC Investments. Outside of her advisory work, she has ownership in a rental property in Florida. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Elizabeth Pavin is a financial advisor with OSAIC, holding CFP® and ChFC® designations and over 41 years of industry experience. She previously spent 23 years at Woodbury Financial Services and currently serves as president of Pavin Wealth Planning, Inc., where she consults with family and small business owners on business planning. She is also a trustee of the William J Pavin Irrevocable Trust. OSAIC serves a broad range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers, employing asset-allocation tools and automated rebalancing to manage diversified portfolios.

Arturo Ramirez is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He previously worked at CitiFinancial Services LLC and Edward Jones before joining LPL Financial in 2019. Ramirez also has experience with BMO Harris Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.