Kimberly Muzquiz is a CFP® professional with 24 years of industry experience, currently affiliated with LPL Financial. Her career includes roles at Old National Bank, First Midwest Bank, Fiducial Investment Advisors, Inc., and LaSalle Financial Services, Inc. Outside of her advisory work, she is involved with Young Living Essential Oils. 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 offers a range of financial planning and asset management services, utilizing both proprietary and third-party strategies across various platforms.

Brett Kribs is a financial advisor at Stifel with 15 years of industry experience. He has been with Stifel since 2009 and holds the Series 66 designation. Outside of his advisory role, he is the managing member of Bravo Kilo LLC, which advises on real estate purchases. Stifel serves a broad range of clients, including individuals, institutional investors, and nonprofit organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Larry Loethen is a financial advisor with Wells Fargo Advisors in Plainfield, Illinois, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2011. Outside of his advisory role, he owns and manages several investment-related businesses, including LBL Financial Services, LLC and Stockton Wealth Management, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, utilizing proprietary research and tools, with planning engagements typically provided on a discrete basis tailored to clients who meet certain net-worth thresholds.

David Sesterhenn is a financial advisor with Edward Jones in Mokena, IL, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018, with prior roles at Cole Parmer and Polyair Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of investment strategies and affiliated services under a fiduciary standard.

Michael Bivins is an Investment Consultant at Fidelity Investments, a position he has held since 2025. In this role, he supports clients and their families by crafting personalized financial plans aimed at navigating complex markets and securing their financial futures. Prior to his current role, Michael worked as a Financial Representative at Fidelity Investments from 2023 to 2025 and at Modern Woodmen of America from 2022 to 2023. His experience spans various aspects of financial representation and investment consulting. Outside of his professional responsibilities, Michael's personal interests include beach activities, family activities, and music.

Matthew Thompson is a financial advisor with Morgan Stanley in Tinley Park, IL, holding Series 63, 65, and 66 designations and 26 years of industry experience. His career includes roles at Northern Trust Bank, E*TRADE Securities LLC, and a brief period at Uber. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Jennifer Adams is a financial advisor at Edward Jones in Palos Hills, IL, with nine years of experience at the firm. She holds a Series 66 designation and has worked exclusively at Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,000 financial advisors.

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.

Eric Anderson is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked for Central States Funds for nine years. Outside of his advisory work, he serves as a volleyball referee for local outdoor sand volleyball leagues. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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.

Flavia Cardozo is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. 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 asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates forward-looking capital market assumptions.

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.

Francesca Vanderwall is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Before joining Edward Jones, she worked at Ulta Beauty and Crate and Barrel. Outside of her advisory role, she manages residential rental property services through Vanderwall Properties LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management and a nationwide network of over 23,000 advisors.

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.

Ryan Von Borstel is an Investment Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he worked as a Private Client Banker at JPMorgan Chase from 2021 to 2024. Ryan focuses on creating and implementing personalized financial plans tailored to his clients' goals. His professional experience encompasses investment consulting and private client banking. Ryan approaches finance with the understanding that money is a personal matter and aims to work collaboratively with clients to address their financial objectives. Outside of his professional responsibilities, Ryan enjoys camping, parenthood, reading, scuba diving, and volunteering.

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.

Benjamin Bjork is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 designations and has held roles at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Fidelity Investments. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Its advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.

Bryan Bertani is a CFP® with 13 years of experience in financial planning and advisory services. He is currently with Raymond James Financial Services Advisors, Inc. and has previously worked at Eagle Strategies and New York Life Insurance Company. In addition to his advisory role, he works as an associate and financial planner at Elevate Private Wealth Management. 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, corporations, and institutional clients. The firm uses analytical tools and risk profiling to deliver tailored, non-discretionary planning and consulting, supporting implementation through various advisory programs.

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.