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.

Eli Mercado is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 credentials. Outside of his advisory role, Mercado is involved in youth baseball, serving as an owner and partner of Illinois Bucs Travel Baseball and as a coach for RYP Baseball. 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 within a non-discretionary program.

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.

Zackery Kuster is a CFP® and Series 66-credentialed financial advisor with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at the University of Illinois Horticulture Department. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Glenn Kubiak is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He is also president and owner of Kubiak & Kubiak Ltd, a CPA firm specializing in tax and bookkeeping services. Kubiak has operated his own wealth management firm since 2022. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with diverse portfolio management options, including access to third-party managers and model portfolios, supporting a wide range of investment strategies under discretionary and non-discretionary authorities.

Stuart Hicks is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at Jones Lang LaSalle and Innovation Consulting Community. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and oversees sub-advisers while maintaining governance procedures.

Scot Turvey is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 66 licenses, with 21 years of industry experience. He previously worked at J.P. Morgan Securities for 12 years and Chase Investment Services Corp. for one year. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individual investors, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Mark Lindbloom is a financial advisor with LPL Financial in Evergreen Park, IL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at LPL Financial since 2004 and previously spent six years with Morgan Stanley DW Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Kristen Fox is a CFP® with 18 years of industry experience, currently affiliated with LPL Financial. She has previously worked at Commonwealth Financial Network and Daley Financial Partners. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management options through a large network of advisors and integrates technology and research tools in its offerings.

Ryan Dragstrem is a financial advisor with Ameriprise Financial Services LLC based in Hinsdale, IL, holding Series 63 and Series 65 licenses with 21 years of industry experience. He worked at LPL Financial for 11 years before joining Ameriprise in 2020. Ameriprise offers a retirement-income planning service primarily for individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis within a structured program that integrates algorithmic tools and oversight committees to support tailored retirement income plans.

Gene Becker is a financial advisor at Wells Fargo Advisors with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors since 2018, with prior experience at Wells Fargo Clearing and Prudential Equity Group. Becker is a partial owner of several investment-related entities, including MANBECK PARTNERS and INNOVATIVE RETIREMENT ASSOCIATES LLC. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that offers a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm utilizes proprietary research and planning tools to develop tailored recommendations, serving clients who meet specific net-worth thresholds across various planning areas.

Natalie Jump is a financial advisor with LPL Financial in Downers Grove, IL, holding Series 63 and Series 66 licenses and over 21 years of industry experience. She has previously worked at Securities America Advisors and National Planning Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning, portfolio management, and institutional platforms, utilizing both proprietary and third-party investment strategies.

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.

Patrick Mcnamara is a financial advisor with LPL Financial, holding CFP® and Series 66 designations and bringing 20 years of industry experience. He previously worked at Ameriprise from 2006 to 2009 before joining LPL Financial, where he has been since 2009. In addition to his advisory role, he operates McNamara & Toscano Tax Services, providing tax preparation and accounting services. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Christopher Shriver is a financial advisor at Ameriprise with 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Shriver holds the Series 66 designation and is based in Orland Park, IL. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice, using a combination of internal research and third-party data.

Luis Chavez is a financial advisor with LPL Financial in Downers Grove, IL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Prior to joining LPL Financial in 2020, he worked for eight years at Fifth Third Securities and Fifth Third Bank. 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 financial planning and investment services, employing both proprietary research models and third-party subadvisors to implement strategies across various asset allocation approaches.

Lizbeth Menjivar is a Financial Consultant at Fidelity Investments, where she has been serving since 2024. She has held various roles within Fidelity Investments since 2019, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Lizbeth has experience in helping customers develop customized financial plans aimed at assisting families in working towards their long-term financial objectives. She focuses on building relationships to understand each client's personal, professional, and financial goals, enabling the creation of tailored financial strategies. Outside of her professional work, Lizbeth enjoys family activities, food, Pilates, traveling, volunteering, and yoga.

William Flowers is a CFP® professional with 18 years of experience in the financial advisory industry. He is currently with LPL Financial, where he has worked since 2023, following a 14-year tenure at Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Philip Ruggio is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with Metlife Securities Inc. for 25 years. Ruggio is also an independent insurance agent specializing in fixed annuities. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative annual planning using firm-approved analytical tools and offers a range of programs including wrap accounts, money-manager programs, and educational seminars.