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 at Osaic with 27 years of industry experience. He previously worked for 25 years at Woodbury Financial Services, Inc. In addition to his advisory role, he is a licensed insurance agent and a notary. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and advisory platforms. The firm offers a range of brokerage and advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes.

Andres Cordero is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, Wells Fargo Advisors, and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Daniel Barnes is a financial advisor with Edward Jones in Bolingbrook, IL. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked in various roles including at Harris Battery Company, CertaPro Painters, and Oak Leaf Community Mortgage. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, and manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors.

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.

William Lafond is a CFP®-designated financial advisor with LPL Financial, bringing 40 years of industry experience. His prior roles include leadership positions at Grove Point Advisors, LLC and Grove Point Investment, LLC. He serves as chairperson on the board of the Chaney Lake Road Maintenance Association, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs and financial planning services, combining proprietary research with third-party strategies and technology-driven portfolio management.

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.

Kent Travis is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cetera Advisor Networks, Raymond James Financial Services, Sage Private Wealth Group, Equity Services, and National Life Group. 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 advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

Forrest White II is a financial advisor with Edward Jones in Aurora, IL, holding Series 63, 65, and 66 licenses and has 26 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 advisors and 15,000 branch offices.

Christine Spencer is a financial advisor with Morgan Stanley in Naperville, IL, holding a Series 66 designation and 17 years of industry experience. She has worked with Morgan Stanley since 2015 and previously with Morgan Stanley Private Bank, N.A. since 2024. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and incorporates structured planning tools and market scenario modeling in its financial planning process.

Laura Needs is a financial advisor with Edward Jones in Winfield, IL, holding Series 63 and Series 66 licenses and 11 years of industry experience. She has worked at Edward Jones since 2016, with a brief period at Tobias Eng, Northwestern Mutual in 2021. Outside of her advisory role, she is involved as secretary and authorized party for accounts at Wyandot Farms Company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a broad range of advisory strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Nichol Stimac is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. Her prior roles include positions at Fifth Third Bank, Ameriprise Financial Services, and PNC Investments. Outside of her advisory work, she has ownership in a rental property in Florida. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Adam Yingst is a Planning Consultant at Fidelity Investments, where he collaborates with Wealth Planners and Financial Consultants to provide consistent customer service to clients. He has been with Fidelity Investments since 2022, progressing from Financial Representative to Relationship Manager before his current role. Throughout his tenure at Fidelity, Adam has developed experience in client relationship management and financial planning support. His approach focuses on partnering with clients as they navigate their financial journeys. Outside of his professional responsibilities, Adam has personal interests that include football, golf, movies, music, table tennis, and tennis.

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.

Max Spicer is a CFP® with 15 years of industry experience and has been with Edward Jones since 2010. He is based in Glen Ellyn, IL, and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Anthony LaGioia is an Investment Consultant at Fidelity Investments, a position he has held since 2025. In this role, he collaborates closely with clients to develop personalized financial plans and strategies that provide a clear perspective on their financial lives before and during retirement. Anthony has accumulated experience in various roles within the financial services industry. Prior to his current position, he served as a Planning Consultant from 2024 to 2025, Relationship Manager from 2023 to 2024, and Financial Representative from 2022 to 2023, all at Fidelity Investments. Before joining Fidelity, he worked as a Financial Services Representative at E*TRADE in 2022. Outside of his professional work, Anthony has interests that include comedy, concerts, food, football, pets, and traveling.

Elizabeth Pavin is a financial advisor with OSAIC, holding CFP® and ChFC® designations and over 41 years of industry experience. She previously spent 23 years at Woodbury Financial Services and currently serves as president of Pavin Wealth Planning, Inc., where she consults with family and small business owners on business planning. She is also a trustee of the William J Pavin Irrevocable Trust. OSAIC serves a broad range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers, employing asset-allocation tools and automated rebalancing to manage diversified portfolios.

Arturo Ramirez is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He previously worked at CitiFinancial Services LLC and Edward Jones before joining LPL Financial in 2019. Ramirez also has experience with BMO Harris Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.