Joshua Mc Broom is a financial advisor with Ameriprise in Naperville, IL, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He previously worked at Edward Jones for 17 years before joining Ameriprise in 2023. Mc Broom serves as an elected member of the Naperville City Council, participating in local government decisions on development, budgeting, and taxation. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide written recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Daniette Williams Cerda is a financial advisor at Edward Jones with 14 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at JP Morgan Chase Bank, J.P. Morgan Securities, and CitiGroup. Outside of her advisory role, she is involved in online activewear sales through Zyia Active. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, managing over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

Ryan Lloyd is a financial advisor at Edward Jones with CFP® and Series 66 designations. He has over 10 years of industry experience, having previously worked at Northern Trust from 2015 to 2025 before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Jonathan Fennell is a financial advisor at Merrill with Series 66 credentials and five years of industry experience. He has been with Merrill since 2015 in the Lisle, IL office. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sylvia Juric is a CFP® professional with 42 years of industry experience. She joined LPL Financial in 2025 after spending 30 years with Ameriprise in various capacities. 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 financial planning and investment management services through a large network of advisors and incorporates various portfolio strategies alongside technological tools for operational and research support.

Curtis Andrews is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank since 2011. Outside of finance, he owns Curtis Andrews Photography, LLC, primarily focusing on personal and family portraits. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, with an investment approach that may include ESG considerations and broader derivatives capabilities.

Michael Rossi is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work experience includes roles at the University of Notre Dame and several educational institutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to diverse clients, including retail and institutional investors, using a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles to registered investment companies and its use of systematic methodologies and AI in portfolio management.

Lisa Booe is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 16 years of industry experience. She has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. for a combined total of 13 years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Massi Fazel is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized client service and custom portfolio design. With a focus on investment management, retirement planning, tax optimization, and wealth preservation, Massi works closely with clients to understand their unique financial goals and develop strategies aimed at achieving long-term financial security. Massi holds a Master’s degree from Texas A&M University and a Master’s degree from Missouri State University. She is a Personal Investment Advisor (PIA) and values lifelong learning in the field of finance. Massi’s professional experience is informed by her commitment to tailoring financial plans that reflect the individual dreams and priorities of each client. Outside of her professional role, Massi enjoys spending time with her family, traveling, and exploring diverse foods. She is fluent in English and Persian.

John Fuerstenberg is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2016, including at Morgan Stanley Private Bank, N.A. Prior to this, he was with Commonwealth Financial Network and Wells Fargo Advisors. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers both individual and corporate financial planning solutions.

Mark Larson is a financial advisor with LPL Financial holding Series 63, 65, and 66 licenses and 36 years of industry experience. His career includes roles at Wells Fargo Clearing, Bank of America, Merrill, TD Ameritrade, and Charles Schwab. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, leveraging a large network of advisors and various technology tools to support investment strategies.

Dominic Levato is a Financial Consultant at Fidelity Investments, where he provides financial planning services to help clients make effective financial decisions. He focuses on guiding clients through various aspects of financial planning, including risk, income, and tax planning considerations. Prior to his current role, Dominic worked as a Wealth Advisor at Citigroup Global Markets from 2017 to 2024. His experience spans multiple facets of wealth management and financial consulting. Outside of his professional career, Dominic has personal interests in baseball, cooking and baking, family activities, and football.

Donald Curby is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Prudential Insurance Company of America since 2007 and joined LPL Enterprise in 2024. Curby serves on the board of Heart of a Veteran, a nonprofit organization, where he participates in board meetings and fundraising activities. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, employer-sponsored retirement plans, banks, and charitable entities. The firm uses model-driven investment strategies developed internally and by third parties, and it offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Samantha Beavers is a financial advisor at Morgan Stanley with six years of industry experience. She previously worked at Goldstone Financial Group and Crown Equipment Company. She holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to both individual and institutional clients. The firm’s financial planning services use structured discovery conversations and firm-approved tools to develop tailored plans, managing approximately $2.74 trillion in client assets.

Jon Theeke Jr. is a financial advisor with Thrivent Investment Management in Aurora, IL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Thrivent and its predecessor, Thrivent Financial for Lutherans, since 2002. Outside of his advisory role, Mr. Theeke serves on the Cornerstone Foundation board for Lutheran Social Services Illinois, participating in fundraising and outreach activities. Thrivent Investment Management provides Dedicated Planning Services for individuals, families, businesses, and nonprofits, offering goal-based financial planning without portfolio management or discretionary trading authority. The firm’s approach allows clients to combine planning with managed-account programs under a consolidated billing option while maintaining separate services.

Marc Sweda is a financial advisor with OSAIC in Warrenville, IL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining OSAIC in 2024, he spent 25 years with Woodbury Financial Services, Inc. He is also a licensed insurance agent and a notary. Osaic Wealth serves a diverse client base, including retail investors, retirement plans, charities, and corporations, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

Andres Cordero is a Series 66-licensed financial advisor with six years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., having previously worked at Wells Fargo Advisors, Bank of America, Merrill, and other firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a written asset allocation and investment manager advisory program. The program emphasizes non-discretionary advice supported by centralized due diligence and incorporates ESG considerations in its recommendations.

Daniel Barnes is a financial advisor at Edward Jones in Bolingbrook, IL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Harris Battery Company, CertaPro Painters, Oak Leaf Community Mortgage, Clark Material Handling Company, and UniCarriers Americas. 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 programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Sean Warner is a financial advisor with MassMutual Investors Services in Lisle, Illinois. He holds the Series 63 and Series 65 designations and has 15 years of industry experience, including prior roles at MetLife Securities Inc. Warner also works as a sales agent focusing on property and casualty insurance through Comprehensive Financial Concepts LLC. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software and collaborative planning processes to develop tailored recommendations.

Yan Bellantoni is a financial advisor with Ameriprise in Aurora, IL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Bellantoni serves on the Board of Directors for the Nankai University Alumni Association. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance services. Its retirement-income planning service targets clients with significant investable assets, providing detailed, research-driven recommendations that combine modeling and tax-efficiency analysis.