Nichol Stimac is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. Her prior roles include positions at Fifth Third Bank, Ameriprise Financial Services, and PNC Investments. Outside of her advisory work, she has ownership in a rental property in Florida. 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 advisory 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.

Adam Yingst is a Planning Consultant at Fidelity Investments, where he collaborates with Wealth Planners and Financial Consultants to provide consistent customer service to clients. He has been with Fidelity Investments since 2022, progressing from Financial Representative to Relationship Manager before his current role. Throughout his tenure at Fidelity, Adam has developed experience in client relationship management and financial planning support. His approach focuses on partnering with clients as they navigate their financial journeys. Outside of his professional responsibilities, Adam has personal interests that include football, golf, movies, music, table tennis, and tennis.

Billal Virani is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works closely with executives and business owners to understand their life goals and translates these into tailored financial strategies. His approach involves creating and implementing custom portfolios aligned with these strategies, focusing on areas such as corporate benefits, corporate executive services, and personal retirement planning. He holds a Bachelor of Arts in Economics from the University of Illinois at Urbana-Champaign and an MBA from the University of Iowa. Billal has earned multiple professional designations, including the Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Plans Specialist (CRPS), and Personal Investment Advisor (PIA). Outside of his professional role, Billal is involved with the organization Feed My Starving Children and has interests in football, music, reading, running, spending time with family, traveling, and watching movies.

Anthony LaGioia is an Investment Consultant at Fidelity Investments, a position he has held since 2025. In this role, he collaborates closely with clients to develop personalized financial plans and strategies that provide a clear perspective on their financial lives before and during retirement. Anthony has accumulated experience in various roles within the financial services industry. Prior to his current position, he served as a Planning Consultant from 2024 to 2025, Relationship Manager from 2023 to 2024, and Financial Representative from 2022 to 2023, all at Fidelity Investments. Before joining Fidelity, he worked as a Financial Services Representative at E*TRADE in 2022. Outside of his professional work, Anthony has interests that include comedy, concerts, food, football, pets, and traveling.

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, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, she worked in rehabilitative services with the Illinois Secretary of State and has experience in home health care and private caregiving. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. This service provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Nicole Hutcheson is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Ausdal Financial Partners, HD Vest Investment Services, and Tardella & Company. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities.

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 23 years of industry experience. He has worked at LPL Financial since 2019 and has been affiliated with BMO Harris Financial Advisors, Inc. since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technologies such as machine learning.

Rosario Muncy is a Series 66 licensed financial advisor with Merrill, based in Lisle, IL, with four years of industry experience. He has been associated with Merrill since 2003, totaling 23 years at the firm. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies supported by internal and third-party managers.

Timothy Glennon is a financial advisor with LPL Financial, holding a Series 66 credential and 28 years of industry experience. He previously worked at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. Outside of his advisory role, Glennon is involved with JP Glennon & Associates and The Financial Group, Ltd., where he holds roles including business entity representative and notary. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research supported by both in-house and third-party sources.

Brendan Sheehy is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A., Merrill, and the Valley View School District. Sheehy is a minority limited partner in Sheehy Family, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through Financial Advisors and Estate Planning strategies.

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.

Taylor Brinkworth serves as Vice President, Financial Consultant at Fidelity Investments, a role held since 2025. In this capacity, Taylor focuses on understanding clients' personal and financial situations to develop and adjust tailored financial plans using Fidelity's tools and resources. Prior to this, Taylor held several positions within Fidelity, including Financial Consultant (2021-2025), Investment Management Consultant (2018-2021), and multiple roles from 2013 to 2018 that contributed to building expertise in financial services. Taylor holds an Arkansas Insurance License, supporting the ability to advise clients in areas involving insurance products. Outside of professional pursuits, Taylor engages in family activities and enjoys hobbies such as horseback riding, outdoor adventures, Pilates, and running.

Bryan Holstrom is affiliated with OSAIC and holds the Series 63 and Series 65 designations. He has 36 years of industry experience, including prior roles at Securities America Advisors, Covenant Financial, and Securities Service Network. Holstrom serves on the board of trustees for Mid-America Reformed Seminary and is a trustee for Grace Orthodox Presbyterian Church. He also volunteers as a financial planner for the Orthodox Presbyterian Church’s Committee on Ministerial Care. OSAIC serves a wide range of retail and institutional clients through an extensive network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs tools such as asset-allocation models and automated rebalancing to construct portfolios from a broad array of investment vehicles.

Aonan Wang is a financial advisor at LPL Financial with CFP® certification, Series 65, and Series 63 licenses. He has experience in the banking sector, having worked at BMO Bank since 2026 and previously at Royal Bank of Canada and HSBC Bank in Canada. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing research, model portfolios, and various management strategies.

Senka Barney is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 designations and 29 years of industry experience. Prior to joining Raymond James in 2025, she worked at UBS Financial Services Inc. for 14 years. She also serves as Vice President at Mountain Street Advisors, LLC, a business focused on operations and administration. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consultative services supported by advanced analytical tools and maintains notable municipal advisor affiliations and specialized SIMPLE IRA employer advisory programs.

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.

Richard Poole is a CFP® professional with over 32 years of industry experience. He has worked at Edward Jones since 2023 and previously spent 19 years at Hartford Investment Financial Services, 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 and affiliated investment products, supported by a nationwide network of approximately 23,700 financial advisors and more than 15,000 branch offices.