Adam Clemens is a financial advisor with J.P. Morgan Securities in Naperville, IL, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2020, following seven years at Advisors Asset Management. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Brandon Burriss is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide array of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling as part of its financial planning process.

Samantha Stanciu is a financial advisor at Raymond James Financial with four years of industry experience. She holds the Series 66 and Series 63 licenses. Prior to joining Raymond James, she worked at JPMorgan Chase Bank and J.P. Morgan Securities. 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. The firm utilizes risk profiling and analytical tools to tailor non-discretionary planning and encourages clients to implement recommendations through its advisory programs or other providers.

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 Dato is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and was previously with Fortis Investors for 24 years. Outside of his advisory role, he is president of Dato Pistorio Financial Group, Inc., a multi-line insurance agency and investment firm. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and nonprofits through a large network of advisers and advisory platforms. The firm offers integrated brokerage and advisory services with a range of portfolio management tools and access to third-party managers.

Joshua Beard is a financial advisor with Edward Jones in Geneva, IL, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked at American Bank & Trust for six years and had a role at Wash Depot Holdings - Simonize Car Wash. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Paul Wedeen is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Cambridge Investment Research Advisors since 2008. Outside of his advisory role, he serves as a trustee for Big Rock Township in Illinois. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing a variety of portfolio management and model-based solutions tailored to client objectives.

Jean Paul Matiuk is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2009. Matiuk holds Series 63 and Series 65 credentials. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

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.

Aaron Richards is a financial advisor at Ameriprise with 28 years of industry experience. He has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 2007. Richards holds Series 63 and Series 66 licenses and operates out of Plainfield, Illinois. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria. The firm provides written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies, using a combination of research, modeling, and tax-efficiency analysis to support client planning.

Wei Yang is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. Prior to joining MassMutual in 2019, Wei worked for New York Life Insurance Company and its broker-dealer, NYLife Securities LLC, for 18 years. Outside of advising, Wei serves as chairwoman of the board for the non-profit community organization ANCA and volunteers on the external advisory board for the Northeastern Illinois University Alumni Association. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing planning engagements using firm-approved analytical tools and offers specialized programs including estate settlement and employer-sponsored planning.

Marybeth Moran is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and with 30 years of industry experience. She has been with LPL Financial since 1999. In addition to her advisory role, she serves as a for-profit board member of McHenry Community Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, with both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Christopher Goebel is a financial advisor with Ameriprise in Lombard, IL, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm uses a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, with a focus on assets held in Ameriprise Managed Accounts.

Frank Brotto is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2023. In his current role, he collaborates with clients to develop customized financial plans that align with their individual investment objectives. He emphasizes understanding each client's priorities to construct clear and actionable strategies aimed at pursuing their financial goals. Prior to his current position, Frank held roles at Fidelity Investments including Investment Consultant (2022-2023), Relationship Manager (2022), and Financial Representative (2021-2022). This progression reflects his experience in financial services and client relationship management. Outside of his professional work, Frank has personal interests in cooking and baking, football, gardening, golf, and snowboarding.

Joseph Pedrigi is a financial advisor with LPL Financial based in Roselle, IL, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. His prior work includes roles at Scottrade from 2004 to 2021 and TD Ameritrade from 2018 to 2021. He is also employed by Itasca Bank & Trust Co. as a licensed branch employee involved in investment-related activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Arthur Littlefield III is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He spent 26 years with Lincoln Financial Advisors Corporation before joining LPL Financial in 2024. Outside of advisory work, he is involved with Academy Financial in Naperville, focusing on non-variable insurance. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and a range of technology-driven investment options.

Jason Patel is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. He also teaches at a local community college in North Aurora, IL, a role he has held since 2013. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and risk-profiling tools to support client goals and maintains specialized programs for municipal advisory and employer retirement plans.

Dale Costello is a financial advisor at Ameriprise with 35 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Ameriprise in 2024, he has worked at several firms including Rozovics Wealth Management, Avantax Advisory Services, and Cetera Financial Specialists. Outside of advising, he serves on the board of the Median Shrine Board and chairs the Bloomingdale Advisory Council. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written retirement plans and ongoing income advice with a focus on dependable income and tax-aware withdrawal strategies.

David Bradley is a financial advisor with LPL Financial in Naperville, Illinois, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with LPL Financial and its predecessor since 2006. Outside of his advisory role, he writes term life insurance through Producers Financial Group Midwest. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and various management approaches.