George Mannella II is a financial advisor at Osaic Wealth with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services, Citizens Securities, and Charter One Securities. Mannella is also president of Mannella Financial Services LLC and works as a financial consultant selling fixed annuities, fixed life insurance, and health insurance through Dato Pistorio Financial Group. Osaic Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services with a model-based investment approach that incorporates asset allocation, portfolio optimization, and third-party manager selection.

Basit Adhami is a financial advisor with J.P. Morgan Securities in Aurora, IL, holding Series 63 and Series 66 credentials and brings 12 years of industry experience. He has worked with JPMorgan entities since 2015, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates a range of strategies, including ESG considerations.

Kyle Fox is a Vice President and Financial Consultant at Fidelity Investments. In this role, he works with clients to develop financial plans, identify strategies to enhance those plans, and maintain communication with clients and their families to support their investment and financial objectives. Kyle has been with Fidelity Investments since 2013, holding various positions including Financial Representative, Relationship Manager, Investments Consultant, and Financial Consultant before his current role as Vice President, Financial Consultant which he began in 2022.

Benjamin Johnson is a CFP® credentialed financial advisor with 22 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015, and previously spent seven years at LPL Financial and one year at Raymond James Financial Services. He is based in Naperville, Illinois. 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 approach combines quantitative and qualitative research supported by a centralized manager solutions team, with an emphasis on eligible strategies and ESG considerations.

James Burke is a CFP® and holds the Series 66 designation. He has 14 years of industry experience, all with Edward Jones, where he has worked since 2012. He is based in Darien, Illinois. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Sean Adair is the Vice President and Branch Leader at the Naperville Fidelity Investor Center. In this role, he oversees the branch operations with a focus on delivering client experiences aligned with their family financial goals. He leads a team of client-focused advisors committed to professionalism and care. Prior to his current position, Sean served as Vice President and Academy Manager at Merrill Lynch from 2016 to 2023. His professional experience centers on managing teams and supporting advisors to meet client needs effectively. Outside of his professional responsibilities, Sean engages in family activities, enjoys movies, parenthood, and reading.

Erik Johnson is a financial advisor at Edelman Financial Engines in Mokena, IL, holding a Series 66 designation with 21 years of industry experience. His career includes roles at Financial Engines Advisors L.L.C., The Mutual Fund Store, Chase Investment Services Corp., Natcity Investments, and Ameriprise. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering both discretionary management and non-discretionary online advice across a range of accounts and investment strategies.

David Breese is a CFP® and holds a Series 66 license, with 10 years of experience in the financial services industry. He has been with Edward Jones in Aurora, IL since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory and investment services through a large network of financial advisors and branch offices.

Nicholas Tyrell is a CFP® and holds a Series 66 license, with 10 years of experience in the financial industry. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Brittany Wagner is a CFP® professional with 14 years of experience at Edward Jones, where she has worked since 2012. She holds the Series 66 designation and is based in Sugar Grove, Illinois. Outside of her advisory role, Wagner is involved in managing rental properties in St. Charles, Illinois. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and maintains a large nationwide network of advisors and branch offices.

Jean Paul Matiuk is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2009. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process integrates quantitative and qualitative research supported by a centralized due diligence team and includes specialized capabilities in derivatives and commodities.

Ify Okafor is a Planning Consultant at Fidelity Investments, a role held since 2025. Prior to this, Ify worked as a Financial Representative at Fidelity Investments from 2024 to 2025 and as a Customer Relationship Advocate at the same company from 2023 to 2024. Before joining Fidelity Investments, Ify gained experience as a Mortgage Underwriter at N2Funding between 2020 and 2022. In the capacity of a Planning Consultant, Ify focuses on helping clients integrate all aspects of their financial picture to make complex decisions more manageable. Ify aims to be a trusted partner for clients throughout various life stages by listening, guiding, and assisting them in working toward their financial aspirations. Outside of work, Ify has interests in fitness, movies, parenthood, traveling, and volunteering.

Frank Brotto is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2023. In his current role, he collaborates with clients to develop customized financial plans that align with their individual investment objectives. He emphasizes understanding each client's priorities to construct clear and actionable strategies aimed at pursuing their financial goals. Prior to his current position, Frank held roles at Fidelity Investments including Investment Consultant (2022-2023), Relationship Manager (2022), and Financial Representative (2021-2022). This progression reflects his experience in financial services and client relationship management. Outside of his professional work, Frank has personal interests in cooking and baking, football, gardening, golf, and snowboarding.

Daniel Hawtree is a financial advisor with LPL Financial who holds the CFP® designation and has 38 years of industry experience. He has worked at LPL Financial since 2023 and previously spent over two decades with Sigma Planning Corp. and Sigma Financial Corporation. Hawtree also owns and operates a CPA business focused on tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a variety of financial planning and investment management solutions.

Sandra Hellstedt is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2006 to 2020. Ameriprise provides retirement-income planning services aimed at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Beverly Hunziker is a financial advisor with Raymond James Financial, holding a Series 66 designation and 12 years of industry experience. She has worked at Raymond James Financial Services Advisors Inc. since 2014 and is also associated with Hunziker & Associates, Inc., where she assists with office activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique municipal advisor affiliation.

Paul Kalafut is a CFP® and ChFC® with 19 years of experience in the financial services industry, all with Edward Jones since 2007. He is based in Shorewood, IL. In addition to his advisory role, he serves on the Holy Family Catholic School Board, where he helps establish policy and oversee the operating budget. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a range of financial needs. The firm manages over $1 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary strategies, SMAs, and affiliated mutual funds, operating under a fiduciary standard.

Kevin Koney is a financial advisor with Ameriprise, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, he is involved in business ownership activities including managing payroll and general business expenses through Ninth Avenue LLC and owns a real estate-related entity, Koney Ranch LLC. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies delivered through a centralized consulting team in partnership with financial advisors. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Jeffrey Tromp is a financial advisor with Cetera, holding a Series 66 credential and 19 years of industry experience. He serves as a senior financial analyst at Navistar Inc., where he has worked since 2017, and he is involved with BMA Management, Ltd. since 2008. Cetera Investment Advisers LLC provides services through a nationwide network of independent advisors, catering to individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services with various program structures and access to multiple managers.

Michael Durkin is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. He has been with J.P. Morgan Securities and its affiliated entities since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, delivering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.