Joni Mallory is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and previously worked at Allstate Insurance Company for 33 years. 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 large nationwide network of financial advisors and branch offices.

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.

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 CFP® professional at Edward Jones with 20 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.

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.

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.

Natalie Gurga is a financial advisor at Ameriprise in Warrenville, IL, holding a Series 66 designation with three years of industry experience. Before joining Ameriprise in 2022, she worked for the Illinois Secretary of State’s Division of Rehabilitative Service and held roles in home health and private caregiving. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Richard Williams is a financial advisor with LPL Financial based in Naperville, IL. He holds Series 63 and Series 65 designations and has four years of industry experience. Prior to joining LPL Financial, he worked at BMO Bank NA and US Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and corporations. The firm offers various advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Jay Carlson is a financial advisor at Fisher Investments with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fisher Investments since 1999 and Quasar Distributors, LLC since 2001. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized Investment Policy Committee to guide investment decisions and employs tax-aware processes and defensive tactics to manage risk and positioning.

Robert Lorenz is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. He has worked at LPL Financial since 2019 and has been affiliated with BMO Harris Financial Advisors, Inc. since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technologies such as machine learning.

Timothy Glennon is a financial advisor with LPL Financial, holding a Series 66 credential and 28 years of industry experience. He previously worked at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. Outside of his advisory role, Glennon is involved with JP Glennon & Associates and The Financial Group, Ltd., where he holds roles including business entity representative and notary. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research supported by both in-house and third-party sources.

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 affiliated with OSAIC and holds the Series 63 and Series 65 designations. He has 36 years of industry experience, including prior roles at Securities America Advisors, Covenant Financial, and Securities Service Network. Holstrom serves on the board of trustees for Mid-America Reformed Seminary and is a trustee for Grace Orthodox Presbyterian Church. He also volunteers as a financial planner for the Orthodox Presbyterian Church’s Committee on Ministerial Care. OSAIC serves a wide range of retail and institutional clients through an extensive network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs tools such as asset-allocation models and automated rebalancing to construct portfolios from a broad array of investment vehicles.

Amanda Daluga is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked with several firms, including Cetera Financial Specialists LLC and OneAmerica Securities. Outside of her advisory role, she is involved in tax preparation and accounting services as an enrolled agent. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform incorporating both affiliated and third-party managers.

Senka Barney is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 designations and 29 years of industry experience. Prior to joining Raymond James in 2025, she worked at UBS Financial Services Inc. for 14 years. She also serves as Vice President at Mountain Street Advisors, LLC, a business focused on operations and administration. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consultative services supported by advanced analytical tools and maintains notable municipal advisor affiliations and specialized SIMPLE IRA employer advisory programs.

Martina Beckford is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She holds the Series 66 designation and has worked previously at Raymond James & Associates, Noyes Advisors LLC, and David A. Noyes & Company. 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 investment 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.

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.