Jordan Twidell is a Financial Consultant currently working at Fidelity Investments. He has held various roles within Fidelity, including Investment Consultant, Planning Consultant, and Relationship Manager, demonstrating a progressive career in financial services since 2020. Prior to joining Fidelity, Jordan worked at Northwestern Mutual, where he served as an Associate Wealth Management Advisor and Financial Representative between 2016 and 2020. Throughout his career, Jordan has developed expertise in wealth management, investment consulting, and client relationship management. His professional focus is on providing diligent and personalized financial advice, treating each client's financial situation with individual attention. Outside of his professional work, Jordan has interests in cars, fitness, golf, and parenthood.

Scott Mcgovney is a CFP® with 39 years of experience in the financial industry. He has been with LPL Financial since 2008, with prior experience at North Star Investment Management Corporation and Banc One Securities Corporation. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Franz Merkendorfer is a financial advisor with J.P. Morgan Securities in Aurora, IL, holding Series 63 and Series 66 credentials and nine years of industry experience. His work history includes roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2017. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a non-discretionary process that incorporates quantitative modeling and ESG criteria.

Patricia Penrod is a financial advisor at Merrill with six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley Smith Barney, U.S. Bancorp Investments, U.S. Bank, and JP Morgan in various capacities. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Roger Nelson is a financial advisor with Primerica Advisors in Naperville, IL, holding Series 63 and Series 65 licenses and having seven years of industry experience. His prior work includes roles at PFS Investments Inc and Larsen MFG. Outside of advisory services, he is involved in sales of loan products and home-related services through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and uses BNY Mellon Advisors for trading implementation.

Thomas Bongiorno is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at MassMutual Investors Services since 2017 and previously spent two years with Metlife Securities. Outside of his advisory work, he is a drummer in a local 80's cover band that performs at special events. MassMutual Investors Services provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved tools and supports a range of investment strategies without discretionary authority.

Neil Harnen is a CFP® with 19 years of industry experience, currently affiliated with Cetera in Wheaton, IL. His career includes roles at Cambridge Investment Research Advisors, National Securities Corp, B. Riley Wealth Advisors, LPL Financial, and TrustBank. He serves as a board member and co-chair of the finance committee for Mutual Ground, where he is involved in budget recommendations and audit approvals. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with discretionary and non-discretionary program options.

Sandra Nasby is a financial advisor at LPL Financial with three years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at BMO Bank NA and Helzberg Diamonds. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and a range of institutional platforms, supporting advisors with various investment strategies and operational tools.

Edward Snoble is a financial advisor with LPL Financial in Naperville, Illinois, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at LPL Financial since 2021 and has been associated with BMO Bank NA since 2018, including four years at BMO Harris Financial Advisors. Outside of his financial advisory work, Snoble operates Penguin Guitar Co, LLC, a personal business unrelated to investment services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and various strategic investment approaches, supported by advanced operational tools.

Maria Perea is a Planning Consultant at Fidelity Investments, a position she has held since 2026. She has been with Fidelity Investments since 2024, initially serving as a Financial Representative before advancing to her current role. Prior to joining Fidelity, Maria worked as a Relationship Banker at JPMorgan Chase from 2017 to 2024. With many years of experience in the financial industry, Maria focuses on understanding each client's goals and supporting their financial planning efforts through thoughtful guidance, organization, and consistent follow-through. She emphasizes building strong client relationships based on trust, clear communication, and genuine care, aiming to help clients feel informed and supported over time. Outside of her professional career, Maria enjoys attending concerts, participating in family activities, fitness, social events with friends, playing tennis, and traveling.

Darrel Swienton is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing since 2019, following eight years at UBS Financial Services Inc. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, tailoring services to plan objectives and risk tolerances while acting as an ERISA fiduciary.

Louis Piccione is a Series 66 licensed financial advisor with Morgan Stanley, based in Lisle, Illinois, and has 18 years of industry experience. He has been affiliated with Morgan Stanley and its related entities since 2007. He also serves as a trustee and co-trustee for a trust in Orland Park, Illinois. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured financial planning process using firm‑approved tools and offers both direct client services and Corporate Financial Planning agreements.

Nicholas Ferraro is a financial advisor at Edward Jones in Aurora, IL, holding a Series 66 designation with eight years of industry experience. He has worked at Edward Jones since 2017 and was previously employed at Scott's Service Place from 2014 to 2017. 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 strategies supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary solutions under a fiduciary standard.

John Weber is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has previously worked at Wells Fargo Advisors, Wells Fargo Clearing, Ameriprise Advisor Services, and Choreo, LLC. Outside of his advisory role, he serves as a soccer coach with the Wheaton United Soccer Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, leveraging model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools.

Anthony Jovanovich is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wayne Hummer Investments L.L.C., Chase Investment Services Corp., and Banc One Securities Corporation. Outside of his advisory work, he is involved as a coach with the Professional Bowlers Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing various portfolio strategies and support tools.

Bryan Kavanaugh is a financial advisor with Edward Jones in Elburn, IL, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2025, he worked at Park Avenue Securities and Guardian Life Insurance Company from 2020 to 2025, and spent twelve years with The White Chocolate Grill - Slatebridge Restaurant Group. 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 national network of financial advisors and branch offices.

Lawrence Chaon is a CFP® professional with 38 years of industry experience, currently serving as an advisor at LPL Financial since 2009. He has operated Larry Chaon Ltd since 1981. Outside of his advisory work, he dedicates most of his time to accounting and tax services for individuals and small businesses through his involvement with Accounting & Tax Services Inc. 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 institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Tomio Nanto is a financial advisor with LPL Financial based in Schaumburg, IL. He holds Series 63 and Series 66 designations and has eight years of industry experience. Prior to LPL Financial, he worked at BMO Bank NA and BMO Harris Bank. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

James Danielson is a financial advisor with Raymond James Financial in South Barrington, IL, holding a Series 66 designation and 22 years of industry experience. His career includes roles at UBS Financial Services and multiple positions within Raymond James and affiliated firms since 2009. He is also the owner of Magnolia Financial Group, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Tyler Wielgos is a Series 66-licensed financial advisor with Morgan Stanley in Geneva, Illinois, and has two years of industry experience. Before joining Morgan Stanley in 2025, he worked at CoinFlip, Bank of America, Merrill, and NinjaTrader. Outside of financial services, he owns and operates JustStank LLC, a retail and online store based in Wheaton, Illinois. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and modeling tools, offering advisory services across various investment and planning needs.