Brianna Hook is a financial advisor at Robert Baird & Co. with 10 years of industry experience. She holds the Series 66 designation and previously worked at First Investments & Planning, First National Bank of Omaha, and Raymond James Financial Services. Brianna is part of The DDK Group within Baird’s Private Wealth Management team, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning and portfolio management services, utilizing manager-traded and model-traded SMA strategies, tax-management, and other investment approaches.

Timothy Kamin is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Waddell & Reed, Inc. and various insurance carriers associated with W&R Insurance Agencies for 25 years. He is also involved in a non-investment-related business entity, DataAnnotation. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and asset management solutions to individuals, retirement plans, banks, trust companies, and institutions.

Joel Heffington is a financial advisor at Ameriprise with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver non-discretionary retirement recommendations through a centralized consulting team.

Curtis Whitehouse is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following a 12-year tenure at Citigroup Global Markets. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Paul Maurin is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Royal Alliance Associates, Inc. since 2015. In addition to his advisory role, he is involved in general tax and accounting activities through his ownership of Accountants & Financial Planning Associates and serves as CFO of DLS Computer Services, Inc. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies across various custodial and legacy program arrangements.

Denise Bondiman is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, N.A. since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative screening, qualitative research, and ESG considerations, supported by centralized due diligence and affiliated implementation services.

Heather Torseth is a financial advisor with LPL Financial in Cary, IL, holding a Series 66 designation and six years of industry experience. Her prior experience includes roles at BMO Harris Financial Advisors and Citigroup. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a broad range of advisory and brokerage services, including financial planning and access to various portfolio management strategies.

Juan Gaytan is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role, he worked at Edward Jones and JPMorgan Chase Bank, N.A. Gaytan is also a co-owner of Gaytan Enterprise LLC, an entity created with his wife intended for operating a beauty salon, though it is currently inactive. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to deliver written asset allocation advice and customized reporting, with clients retaining final decision-making authority.

Erin Arnold is a financial advisor at Fidelity with six years of industry experience and holds the Series 66 designation. She previously worked at Raymond James Financial Services and First National Bank. Outside of her financial career, Arnold writes poetry for publication and is a partner in an independent online literary publishing venture based in Sycamore, Illinois. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and systematic portfolio construction using mutual funds, ETFs, and ETPs, and serves as an advisor to registered investment companies and fund-of-funds.

Richard Wulforst is currently serving as Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2026. In this role, he partners with clients to understand their individual financial situations and goals, leveraging over 30 years of experience in financial services to develop personalized plans. His professional background includes leadership and consulting roles at Fidelity Investments since 2019, as well as executive positions at Charles Schwab Inc from 2003 to 2019. Prior to that, he held financial consultant roles at Lifetime Wealth Principles and Prudential Securities, starting his career in 1994. Outside of his professional work, Richard engages in activities such as golf, hiking, music, outdoor adventures, social events with friends, and volunteering.

Jared Tryon is a CFA® charterholder with 18 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. His prior experience includes roles at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Arbor Research & Trading, Inc., and Cetera Wealth Services, LLC. He is involved with Exemplar Accounting & Tax, providing tax preparation referrals. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.

Joshua Beard is a financial advisor with Edward Jones in Geneva, IL, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked at American Bank & Trust for six years and had a role at Wash Depot Holdings - Simonize Car Wash. 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, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Michelle Hernandez is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and one year of industry experience. Her work history includes roles at PFS Investments Inc., Primerica Financial Services, and a variety of non-financial positions in education and hospitality. She also receives compensation for referrals related to home security, automation products, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and provides custody and trade execution support through Pershing.

Raymond Ercoli is a Series 66-credentialed financial advisor at Edward Jones in Elgin, IL, with 11 years of industry experience, all of which he has spent at Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non‑high‑net‑worth and high‑net‑worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated capabilities through a nationwide network of advisors and branch offices.

Suzanne Mui Good is a financial advisor at Fidelity with five years of industry experience and holds the Series 66 designation. Her prior experience includes roles at Stifel, CTL Global, and a 14-year tenure at Experian. She works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, including the use of AI and systematic methodologies in managing model portfolios.

Irmina Borre is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. She has been with Wells Fargo since 2016. Outside of her advisory role, she consults for a skincare products company, Rodan and Fields. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets.

Dennison White is a financial advisor at Edward Jones in Algonquin, IL, holding Series 63 and Series 66 designations with 14 years of industry experience. He has been with Edward Jones since 2015. 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 with approximately $1.01 trillion in assets under management. The firm is notable for its large retail advisor and branch network, fiduciary advisory services, and affiliated capabilities including mutual funds and a trust company.

Michael Frantesl is a financial advisor with LPL Financial in St. Charles, Illinois, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO/PRIVATE LEDGER CORP., since 2003. Outside of his advisory role, he is involved in a family-run non-variable insurance business. 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 wide range of financial planning, asset management, and institutional platforms, supported by extensive operational tools and a large network of over 22,800 advisors.

Luis Garcia is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation. Prior to joining Edward Jones, he worked at CVS Caremark and Iontuition. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates through a large nationwide network of financial advisors and branch offices.

Joshua Schafer is a financial advisor with Ameriprise Financial Services in Lake in the Hills, IL, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at The Huntington Investment Company, Equitable Advisors, LLC, and J.P. Morgan. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides tailored, tax-aware retirement planning and ongoing advice focused on dependable income sources.