James Walsh is a financial advisor at Edward Jones with 26 years of industry experience. He holds the CFP® designation and licenses Series 63 and Series 66. Walsh has been with Edward Jones since 2009. 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 and provides a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

David Condon is a Series 66–licensed financial advisor with Edward Jones, based in Homer Glen, IL, and has six years of industry experience. Prior to joining Edward Jones in 2020, he worked at Axa Equitable and AxA Advisors. Outside of his advisory role, he officiates college baseball games during the spring months for the NCAA. Edward Jones is a full-service wealth management firm that serves a broad client base including individuals, institutions, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Richard Powell is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and over 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

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.

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.

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.

Philippe Larente is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Arete Research LLC, Titan Global LLC, Kepler Capital Markets, and International KBR Finance LLC. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides goal-based planning across various topics without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.

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.

Barry Krumwiede is a financial advisor with LPL Financial, holding the Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes roles at J.P. Morgan Securities and entrepreneurial ventures such as Krumwiede Farms. He also serves as a for-profit board member at Buckley State Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, and institutions with offerings including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

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.

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.

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.

Tonya Almond is a financial advisor with Edward Jones in Lemont, IL, holding a Series 66 designation and one year of industry experience. Before joining Edward Jones, she worked at Maritz and has been involved with Tag Agency LLC and several professional associations. She serves on the Finance Board for St. John Lutheran Church in LaGrange, IL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a wide range of investment advisory programs and services through a large nationwide network of financial advisors and branch offices.