Brian Ahern is a financial advisor based in Naperville, IL, affiliated with LPL Financial. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Cetera Advisor Networks LLC and Total Clarity Wealth Management, Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party research, and advanced portfolio management technologies.

Benjamin Frick is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has worked previously at Equitable Advisors, Ascensus, and LaSalle St Securities. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Jerome Gendron is a financial advisor at Stifel with 40 years of industry experience. He has been with Stifel, Nicolaus & Co., Inc. since 2001. Outside of his advisory work, he operates a business refurbishing and selling musical instruments. Stifel serves a broad range of clients including individuals, institutional clients, and nonprofit entities, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology.

Amanda Welter is a financial advisor with Fidelity who holds Series 63 and Series 65 credentials and has 18 years of industry experience. She has been associated with various Fidelity entities since 2007, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage advisory services.

Diego Facio Guzman is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he collaborates with clients to define their financial goals and develop portfolio strategies tailored to help achieve those objectives. He provides ongoing advice and adapts portfolios to address changes in clients' situations. Diego holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned his High School Diploma from Larkin High School.

Jorn Erik Madsen is a financial advisor with Equitable Advisors in Oswego, IL, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Stifel Independent Advisors, Mutual of Omaha Investor Services, Edward Jones, and Transworld Systems, Inc. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through LPL-sponsored and other TAMP platforms.

Raymond Meiers is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. His prior work includes positions at Morgan Stanley, Centric Wealth Management, and roles outside finance such as at Eagle Brook Country Club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers these services as standalone or combined with managed-account programs, emphasizing periodic reviews and detailed written recommendations across a broad range of planning topics.

Tyler Mccoy is a financial advisor with LPL Financial in Saint Charles, IL, holding Series 63 and Series 66 licenses and nine years of industry experience. Prior to joining LPL in 2021, he worked at Charles Schwab and Charles Schwab Bank between 2016 and 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios and third-party research.

Taher Assaf is a financial advisor at Mass Mutual Investors Services in Lisle, IL, holding a Series 66 designation and two years of industry experience. His work history includes roles at MassMutual Life Insurance Co, First Merchants Corp, and Breeze. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, providing clients with written recommendations based on detailed analyses and firm-approved tools.

Marissa Campbell is a financial advisor at Raymond James Financial Services Advisors, Inc. with six years of industry experience. She holds a Series 66 designation and has held multiple roles at firms including Morton, Campbell & Shannon and MM Campbell Financial, Inc., where she serves as an officer. Outside of her advisory work, she is involved with supporting branch operations and client development through her roles in affiliated business entities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through advisory programs, municipal finance, and specialized retirement plan services.

Lade Kasim is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at various JPMorgan affiliates since 2021. Outside of finance, he is the founder and owner of MISAK LLC, a fragrance line. 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 framework when recommending strategies.

Jeffrey Grange is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, National Association since 2015. Based in Lisle, IL, his career has been focused within the Morgan Stanley organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets. Its financial planning process involves structured discovery and firm-approved tools, with advisory services centered on planning rather than individual security recommendations.

Wendell Claver is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized wealth management strategies designed to help individuals and families preserve and grow their wealth through risk-efficient approaches tailored to each investor's goals. Wendell's expertise includes college education planning, executive and equity compensation services, family wealth management, retirement income strategies, and portfolio management. He has 15 years of experience as a professional trader, providing him with a deep understanding of financial market risks and asset allocation. Wendell holds a Bachelor's Degree from the University of Michigan and is designated as a Personal Investment Advisor (PIA). He is fluent in both English and Spanish. Wendell is affiliated with the University of Michigan Crew Team and actively participates in community activities through Compass Church. He lives in the Chicago suburbs with his wife and three children, and enjoys biking, cooking, football, painting, running, scuba diving, skiing, traveling, volleyball, and spending time with his family.

Diane Mcmullin is a financial advisor with LPL Financial in Wheaton, IL, holding a Series 63 designation and bringing 38 years of industry experience. She has been with LPL Financial since 2009 and has operated a summer cottage rental business, Heaven on Hamlin, since 1999. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Michael Bancroft is an Investment Consultant currently working at Fidelity Investments, a role he has held since 2026. Prior to this, he served as a Financial Representative at Fidelity Investments from 2024 to 2025. Before joining Fidelity, Michael worked as an Engagement Financial Advisor at Deloitte from 2021 to 2024. In his professional capacity, Michael focuses on collaborating with clients to develop financial plans tailored to their individual goals and priorities. He emphasizes understanding clients' objectives and addressing their concerns to help secure their financial futures. Outside of his professional work, Michael enjoys activities such as camping, family activities, fishing, fitness, football, and motorcycles.

Robert Rudnicki is a financial advisor at Ameriprise with 18 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2008. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm serves a wide range of clients through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Justin Gutierrez is a financial advisor at Ameriprise in Wheaton, IL, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, he was a full-time student-athlete and has also worked in various roles including at Volv Fitness Dubuque and Canes Illinois Baseball. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

David Anderson is a financial advisor at Stifel with 40 years of industry experience. He holds Series 63 and Series 66 designations and has been with Stifel since 2007. Based in Naperville, IL, Anderson's career at Stifel spans nearly two decades. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and allocation methodologies developed by its Investment Strategy Group, providing clients with asset allocation and planning guidance intended to support informed decisions.

Michael Miller is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Resources from 2006 to 2017. Mass Mutual Investors Services, a subsidiary of MassMutual, offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements using firm-approved analytical tools and offers various programs including money-manager and educational seminars.

Fay Elling is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. Her career includes multiple roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as experience at Fidelity Brokerage Services and Fidelity Investments. 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.