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.

Kent Travis is a financial advisor with LPL Financial in Naperville, IL, holding Series 63 and Series 65 credentials and possessing 16 years of industry experience. His career includes roles at Cetera Advisor Networks, Raymond James Financial Services, Sage Private Wealth Group, Equity Services, Inc., and National Life Group. He maintains a separate investment-related business activity under the name Travis Wealth Management. 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 range of financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies and incorporating advisor tools such as machine learning for research and operational support.

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.

Timothy Doherty is a financial advisor at Fidelity with six years of industry experience. He previously worked at Grosvenor Capital Management from 2015 to 2019 before joining Fidelity. He holds Series 63 and Series 66 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to multiple registered investment companies, and its incorporation of AI and algorithmic techniques in research.

Alexander Lenz is a financial advisor with J.P. Morgan Securities in Elgin, IL, holding a Series 66 designation and 20 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. 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 an ESG eligibility framework to support its recommendations.

Joseph Rumbley is a Certified Financial Planner® (CFP®) with over 21 years of experience in the financial services industry. He has been with Edward Jones since 2005, working out of St Charles, Illinois. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Laura Needs is a financial advisor at Edward Jones with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Edward Jones since 2016, including an earlier tenure from 2016 to 2021 and continuing from 2021 to the present. Outside of her advisory role, she is involved in real estate investing through LNLK Enterprises LLC. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Nichol Stimac is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. She holds a Series 66 designation and has worked at firms including Fifth Third Bank, Ameriprise Financial Services, PNC Investments, Manulife Investment Management, Citigroup Global Markets, Prudential Equity Group, and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, leveraging research and analytics guided by diversification principles and modern portfolio theory.

Thomas Gaudio is a financial advisor at Edward Jones in Sycamore, IL, holding a Series 66 designation with three years of industry experience. His prior roles include positions at KCT Credit Union and Cornerstone National Bank and Trust Company. He also worked with the Huntley Park District for five years before entering financial advisory. 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 solutions, supported by a nationwide network of more than 23,000 financial advisors and extensive affiliated capabilities.

Elizabeth Pavin is a financial advisor with OSAIC, holding CFP® and ChFC® designations and over 41 years of industry experience. She previously spent 23 years at Woodbury Financial Services and currently serves as president of Pavin Wealth Planning, Inc., where she consults with family and small business owners on business planning. She is also a trustee of the William J Pavin Irrevocable Trust. OSAIC serves a broad range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers, employing asset-allocation tools and automated rebalancing to manage diversified portfolios.

Natalie Gurga is a financial advisor with Ameriprise in Warrenville, IL, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, she worked in rehabilitative services for the Illinois Secretary of State and has experience in home health care and private caregiving. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Nicole Hutcheson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and 10 years of industry experience. Her work history includes positions at JPMorgan Chase Bank, Ausdal Financial Partners, HD Vest Investment Services, and Tardella & Company. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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 bringing 23 years of industry experience. His prior roles include positions at BMO Harris Financial Advisors, J.P. Morgan Securities, Chase Investment Services, Cetera, Fifth Third Securities, and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management options, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Timothy Glennon is a financial advisor with LPL Financial in Batavia, IL, holding a Series 66 designation and with 28 years of industry experience. His prior roles include positions at Grove Point Investments, H. Beck, Inc., Cetera Wealth Services, and Tower Square Securities. Outside of his advisory work, he is involved with JP Glennon & Associates and serves as a notary with The Financial Group, Ltd. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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 a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Securities America Advisors, Covenant Financial, and Paragon Advisors. Holstrom serves on the Board of Trustees for Mid-America Reformed Seminary and is a trustee for Grace Orthodox Presbyterian Church, where he also volunteers as a financial planner for ministers. OSAIC Wealth, Inc. serves a diverse client base ranging from individual investors to institutions, offering brokerage, advisory, and financial planning services through a large network of affiliated advisors. The firm employs proprietary asset allocation tools and integrates multiple investment platforms, including access to third-party money managers and unified managed accounts.

Aonan Wang is a CFP® professional affiliated with LPL Financial, based in Carol Stream, IL. He has prior experience at BMO Bank, Royal Bank of Canada, HSBC Bank (Canada), and the Industrial and Commercial Bank of China (Canada), with a total of several years in the banking sector. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services, combining advisory platforms with a broad array of non-advisory financial products and partnerships.

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.

Brooke Gaylord is a financial advisor at Edward Jones in Elgin, IL, holding a Series 66 designation with one year of industry experience. Brooke’s prior experience includes roles at Forvis Mazars, DRW Holdings, Kirkland & Ellis, and a previous tenure at Edward Jones. Outside of finance, Brooke has worked in the salon industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports over 23,000 financial advisors nationwide.