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.

Eli Mercado is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 credentials and has five years of industry experience. Prior to joining J.P. Morgan Securities, he held roles at Mass Mutual Investors Services, West Point Financial Group, Bankers Life, and JPMorgan Chase Bank. Outside of his financial career, Mercado is involved in youth sports as an owner and partner of Illinois Bucs Travel Baseball and coaches teens through RYP Baseball. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Daniel Barnes is a financial advisor with Edward Jones in Bolingbrook, IL. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked in various roles including at Harris Battery Company, CertaPro Painters, and Oak Leaf Community Mortgage. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, and manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors.

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.

Adam Yingst is a Planning Consultant at Fidelity Investments, where he collaborates with Wealth Planners and Financial Consultants to provide consistent customer service to clients. He has been with Fidelity Investments since 2022, progressing from Financial Representative to Relationship Manager before his current role. Throughout his tenure at Fidelity, Adam has developed experience in client relationship management and financial planning support. His approach focuses on partnering with clients as they navigate their financial journeys. Outside of his professional responsibilities, Adam has personal interests that include football, golf, movies, music, table tennis, and tennis.

Anthony LaGioia is an Investment Consultant at Fidelity Investments, a position he has held since 2025. In this role, he collaborates closely with clients to develop personalized financial plans and strategies that provide a clear perspective on their financial lives before and during retirement. Anthony has accumulated experience in various roles within the financial services industry. Prior to his current position, he served as a Planning Consultant from 2024 to 2025, Relationship Manager from 2023 to 2024, and Financial Representative from 2022 to 2023, all at Fidelity Investments. Before joining Fidelity, he worked as a Financial Services Representative at E*TRADE in 2022. Outside of his professional work, Anthony has interests that include comedy, concerts, food, football, pets, and traveling.

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.

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.

Todd Daley is a financial advisor with J.P. Morgan Securities, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 21 years of industry experience, including prior roles at Charles Schwab and Charles Schwab Bank. Outside of his advisory work, he has maintained an active eBay seller business for over a decade. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Nicholas Slawinski is a financial advisor at Edward Jones in Bolingbrook, IL, holding a Series 66 designation. He began his career at Edward Jones in 2025 and has previous experience with the University of Illinois at Chicago. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Taylor Brinkworth serves as Vice President, Financial Consultant at Fidelity Investments, a role held since 2025. In this capacity, Taylor focuses on understanding clients' personal and financial situations to develop and adjust tailored financial plans using Fidelity's tools and resources. Prior to this, Taylor held several positions within Fidelity, including Financial Consultant (2021-2025), Investment Management Consultant (2018-2021), and multiple roles from 2013 to 2018 that contributed to building expertise in financial services. Taylor holds an Arkansas Insurance License, supporting the ability to advise clients in areas involving insurance products. Outside of professional pursuits, Taylor engages in family activities and enjoys hobbies such as horseback riding, outdoor adventures, Pilates, and running.

Thomas Katula is a financial advisor at Cetera with over 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and its related entities since 2018. His prior experience includes roles at Marquette Bank and INVEST Financial Corp. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable accounts, and institutional investors. The firm offers diversified portfolio management and planning services through a large network of independent advisors using multiple program structures and managerial options.

Ann Hunziker is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. She also leads Hunziker & Associates, Inc., where she manages client account processing, research, and client communications. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and employs analytical tools to support client goals while maintaining specialized services like municipal advisory and SIMPLE IRA Employer Advisory programs.

Laura Niemeier is a financial advisor at Edward Jones in Naperville, Illinois, holding Series 65 and Series 63 licenses with three years of industry experience. Prior to her current role, she worked for the Indian Prairie School District 204 for nine years. 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 nationwide network of financial advisors and branch offices.

Michael Robbins is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 designations and has 33 years of industry experience. Robbins previously worked at Edward D. Jones & Co., L.P. for 29 years. He is also the owner of Apex Capital Management, LLC, a non-investment-related business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, nonprofit, and institutional clients. The firm employs non-discretionary planning and consulting tailored to client goals, supported by analytical tools and unique offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Angelo Imbrogno is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolio management and retirement plan consulting.

Berenice Tapia Vertiz is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and four years of industry experience. She has worked at J.P. Morgan Securities since 2021 and has been with JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund 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.

Amanda Daluga is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and seven years of industry experience. She has worked at multiple Cetera entities since 2017 and has prior experience with OneAmerica Securities and American United Life. Outside of her advisory role, she owns and operates Good Financial, Inc., Good Insurance, Inc., and Good Tax Solutions, Inc., providing financial, insurance, and tax preparation services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers varied portfolio management and financial planning services through a large network of independent advisors and a multi-manager platform with multiple program structures and custodial relationships.

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.