Daniel Galovich is a financial advisor with J.P. Morgan Securities based in Naperville, IL. He holds Series 63 and Series 66 designations and has five years of industry experience, all with J.P. Morgan entities since 2019. His prior work includes roles at Lifetime Fitness, Paylocity, DSW, and the University of Illinois. 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 program uses a centralized due diligence process and incorporates quantitative and qualitative research, with a focus on eligible strategies that may include an ESG framework.

Ryan Philo is a financial advisor at Edward Jones in Naperville, IL, holding CFP® and ChFC® designations with 26 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he is a managing member of an LLC involved in commercial rental property. 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 strategies supported by a large nationwide network of advisors and branch offices.

Joseph Nicholson is a financial advisor at Mass Mutual Investors Services with 38 years of industry experience. He has held roles at Metlife Securities and Massmutual Life Insurance Co before joining his current firm. His credentials include Series 63 and Series 65 licenses. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software and a collaborative, annual planning process.

Christopher Jackson is a financial advisor at Cetera with 40 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Fifth Third Securities, FifthThird Bank, and Lincoln Investment Planning, Inc. His other business activities include fixed and life insurance through Financial Identity Advisors and JBC Companies. Cetera Investment Advisers LLC serves a broad client base ranging from individual investors to institutional accounts, offering a multi-manager platform with various portfolio management options and financial planning services.

Kathleen Morrissy is a financial advisor at Ameriprise with a Series 66 credential and nine years of industry experience. Her prior work includes roles at Waddell & Reed, various insurance carriers, and involvement with tax preparation businesses where she serves as the owner. Outside of advising, she operates a tax preparation service, Kathy Morrissy (Tax Prep), and assists with tax return preparation at Tom Morrissy (Tax Prep). Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes comprehensive written recommendations and ongoing advice focused on income reliability and tax-aware withdrawal strategies.

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.

Edmond Leeney is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 licenses and has 40 years of industry experience. He has worked with Wells Fargo Advisors Financial Network since 2010 and previously spent over a decade at Morgan Stanley and its affiliates. Outside of his advisory role, he is the treasurer for DeKalb County Taxpayers Against the Casino, Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services using proprietary research and planning tools, with an emphasis on tailored recommendations and a variety of specialized planning areas.

Amber Knopf is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. She has worked with Waddell & Reed, Inc., Mark Albian, and various insurance carriers, including roles in insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with technology and access to diverse investment strategies.

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.

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.

Adam Clemens is a financial advisor with J.P. Morgan Securities in Naperville, IL, holding Series 63 and Series 66 designations and 17 years of industry experience. His prior roles include positions at Advisors Asset Management, RBC Capital Markets, and Ameriprise. 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 through a non-discretionary program supported by centralized due diligence and a broad range of investment capabilities.

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.

Samantha Stanciu is a financial advisor with Raymond James Financial in Wheaton, IL, holding Series 66 and Series 63 licenses and four years of industry experience. Her prior positions include roles at JPMorgan Chase Bank and J.P. Morgan Securities, where she worked for four years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, pension plans, corporations, and institutional clients. The firm uses tailored planning and analytical tools to support client goals and offers a variety of advisory programs and specialized services, such as municipal and public-finance work and SIMPLE IRA Employer Advisory & Consulting Services.

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.

Paul Wedeen is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 46 years of industry experience. He has been with Cambridge Investment Research Advisors since 2008 and previously worked at BNY Mellon Advisors for eight years. Outside of his advisory role, he serves as a trustee for Big Rock Township in Illinois. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and provides access to third-party advisers and proprietary model strategies.

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.

Kevin Fahy is a CFP® with 10 years of industry experience, currently affiliated with Raymond James Financial in Warrenville, IL. His prior experience includes roles at Fidelity Brokerage Services LLC, Woodbury Financial Services, and Benjamin F. Edwards & Company. He is also involved with Legacy Wealth Advisors in a client service capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients, using tailored, non-discretionary planning supported by analytical tools and technology.