Matthew Brown is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he works directly with clients to understand their financial objectives and develop strategies to pursue their short-, mid-, and long-term goals. He provides guidance on a range of financial topics including investing, retirement planning, and emergency savings. Additionally, he offers clients access to specialists in banking, credit, home financing, and small business solutions through Bank of America. Matthew holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Roanoke College. His approach centers on helping clients identify what matters most to them and their families in order to tailor financial strategies that align with their priorities.

Tyler Selvy is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Northwestern Mutual Investment Services LLC and Mountain Street Advisors, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm uses analytical tools such as deterministic and probability modeling to tailor planning and consulting services to client goals and supports a large advisor network with diverse advisory programs.

Landon Thompson is a financial advisor with Merrill in Naperville, IL, holding a Series 66 credential and eight years of industry experience. His prior roles include positions at Bank of America and GRN Winfield. Outside of his advisory work, he is involved in several entrepreneurial ventures including owning a podcast focused on marriage and parenting, consulting in digital marketing for small businesses, and marketing nutritional supplements. 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, and institutional accounts using model-based and discretionary investment strategies developed by internal teams and third-party managers.

Patrice Kimble is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds the Series 66 designation and has previously worked at Merrill and Bank of America. Prior to her financial services career, she was involved in small business operations including Serenity Day Spa and A & V Homecare Services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a range of financial planning topics without portfolio management or discretionary trading authority.

Barbara Franks is a financial advisor with Edward Jones in Wheaton, IL, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its large network of advisors and branches, as well as affiliated capabilities beyond advisory services.

William Arnold is a financial advisor at Edward Jones in Winfield, IL, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, supported by a nationwide network of over 23,000 financial advisors.

Seth Pietrini is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 credentials and has 20 years of industry experience. He previously worked at Invesco Advisers, Inc. and Powershares Capital Management. Pietrini is also the owner and operations manager of Legacy Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients, offering tailored non-discretionary planning and consulting through analytical tools and various advisory programs.

Jacob Page is a financial advisor at Edward Jones with a Series 63 and Series 66 license and six years of industry experience. He worked at Wells Fargo for eleven years before joining Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Gabriel Siracusano is a financial advisor at Wells Fargo Advisors with one year of industry experience. He holds the Series 66 designation and is based in Naperville, Illinois. He has been with Wells Fargo Advisors since 2023 and has a background as a student spanning 20 years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and tailored recommendations using Wells Fargo research and planning tools.

Cheryl Duncan is a Series 66-licensed financial advisor with Edward Jones in Naperville, IL, where she has worked since 2012, accumulating 13 years of industry experience. She is also associated with Nature's Sunshine Products, a nutritional supplements business. 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, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Troy Wallace is a financial advisor with Stifel in Naperville, IL, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2001. Outside of his advisory role, he serves as a board member for Earthen Vessels Outreach, an inner-city after-school mentoring program in Pittsburgh. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support client decision-making.

Yiqing Dong is a financial advisor at Ameriprise with seven years of industry experience. She has held roles at Ameriprise since 2019 and previously worked at the National Immigration Forum and World Relief Corp. Dong serves on the boards of A Rocha USA and World Relief, contributing to nonprofit governance. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a retirement income service that provides written recommendations and ongoing planning focused on dependable income sources and tax-aware withdrawal strategies.

Darrell Malano is a financial advisor at Osaic Wealth with 39 years of industry experience. He holds the ChFC® and Series 63 designations and has previously worked at Sagepoint Financial, Inc. and American General Securities Incorporated. Outside of advising, he serves as president of a local nonprofit branch of the Western Catholic Union. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a range of investment strategies delivered via various affiliated entities.

Michael Seagren is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. Prior to this role, he worked at Wells Fargo Clearing from 2016 to 2023. Outside of his advisory work, he is involved in musical entertainment through a business called Bradley Hides Music LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk management, and specialized services such as business-owner transition and sports & entertainment planning. The firm uses proprietary research and planning tools to develop tailored recommendations, which clients may implement through various brokerage or advisory programs.

Hugh Coonrod Jr. is a CFP® professional with 42 years of industry experience, currently affiliated with LPL Financial. He previously worked at Linsco/Private Ledger Corp for 16 years and Transamerica Financial Advisors, Inc. for 2 years. He is the sole owner of Coonrod Financial Services, which offers securities and insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by technology and a broad network of over 22,800 advisors.

Terence Foster is a CFA® charterholder and Series 63 licensee with 18 years of industry experience. He currently works at Robert Baird & Co. in Elgin, IL, where he has been since 2019. Prior to Baird, he held positions at Wells Fargo Clearing and Cambridge Investment Research Advisors. Foster serves as a finance committee member at Harvest Bible Chapel. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides financial planning, portfolio management, and consulting services to individuals, corporate clients, pensions, and charitable organizations. The firm employs a variety of managed account strategies and research tools, including artificial intelligence, and offers municipal advisory services alongside its advisory offerings.

Adam Vietmeier is a financial advisor with J.P. Morgan Securities in Elgin, Illinois, holding Series 63 and Series 66 designations and 17 years of industry experience. He has worked with JPMorgan entities since 2014, serving in various capacities within the firm over that period. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, including ESG considerations, supported by centralized due diligence and implemented with affiliate resources.

Deanna Klokkenga is a financial advisor with Wells Fargo Advisors in South Barrington, IL, holding a Series 66 designation and 24 years of industry experience. She has worked at Wells Fargo Advisors since 2017, following 14 years at Merrill. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu and integrates advisory services with other financial products through a network of financial advisors.

Thomas Hennessy is a CFP®-certified financial advisor with over 40 years of industry experience. He has worked at LPL Financial since 2019 and previously held roles at Cetera Advisor Networks LLC and John Matsock & Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser servicing individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supporting advisors with research and operational tools.

James Filson is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Waddell & Reed, Inc. and various insurance carriers for over three decades. 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, including financial planning, third-party asset management, and institutional platforms, with a focus on both discretionary and non-discretionary strategies.