Laura Niemeier is a financial advisor at Edward Jones in Naperville, Illinois, holding Series 65 and Series 63 licenses with three years of industry experience. Prior to her current role, she worked for the Indian Prairie School District 204 for nine years. 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 nationwide network of financial advisors and branch offices.

Hussam Zayyad is a financial advisor with Mass Mutual Investors Services, holding CFP®, Series 65, and Series 63 credentials and 19 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously with Metlife Securities, Inc. from 2012 to 2017. Outside of his advisory role, he is also a mortgage broker and an independent insurance agent specializing in dental, disability income, fixed annuities, life, accident, health, Medicare-related products, and property and casualty insurance. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers structured, annual financial planning engagements and a range of programs including investment management and educational seminars.

Jacob Hernandez is a financial advisor at Edward Jones in Wheaton, IL, holding Series 63 and Series 66 licenses with nine years of industry experience. His prior roles include positions at LPL Financial, CUNA Mutual Group, BMO Harris Financial Advisors, Bank of America, Merrill Lynch, and JPMorgan Securities. Edward Jones is a wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Amanda Daluga is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and seven years of industry experience. She has worked at multiple Cetera entities since 2017 and has prior experience with OneAmerica Securities and American United Life. Outside of her advisory role, she owns and operates Good Financial, Inc., Good Insurance, Inc., and Good Tax Solutions, Inc., providing financial, insurance, and tax preparation services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers varied portfolio management and financial planning services through a large network of independent advisors and a multi-manager platform with multiple program structures and custodial relationships.

Senka Barney is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 designations and 29 years of industry experience. Prior to joining Raymond James in 2025, she worked at UBS Financial Services Inc. for 14 years. She also serves as Vice President at Mountain Street Advisors, LLC, a business focused on operations and administration. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consultative services supported by advanced analytical tools and maintains notable municipal advisor affiliations and specialized SIMPLE IRA employer advisory programs.

Martina Beckford is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She holds the Series 66 designation and has worked previously at Raymond James & Associates, Noyes Advisors LLC, and David A. Noyes & Company. 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 investment 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.

David Olson is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and previously worked at BMO Harris Financial Advisors and BMO Harris 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. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various technology-driven solutions.

Christine Potterton is a financial advisor with J.P. Morgan Securities in Wheaton, Illinois, holding Series 63 and Series 66 licenses and having 26 years of industry experience. Her prior roles include positions at Commonwealth Financial Network, INVEST Financial, and Riverstone Wealth Partners. J.P. Morgan Securities 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 recommendations.

Angella Jost is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. Outside of her advisory role, she works as a yoga instructor for Yoga by Degrees. J.P. Morgan Securities provides institutional consulting services, including asset allocation advice and investment manager searches, to clients such as corporations and foundations. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Michael Hatch is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2011. 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 solutions, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

Chad Carson is a financial advisor with LPL Financial in Wheaton, IL, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at LPL Financial since 2018 and previously held positions with BMO Bank NA and BMO Harris Bank. 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, and provides access to model portfolios, research, and technology-based investment solutions.

Brian Magnan is a CFP®-credentialed financial advisor with 33 years of industry experience. He is currently with Wells Fargo Advisors in Naperville, IL, having worked at various Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm employs a broad planning menu for clients meeting net-worth thresholds and integrates advisory services with a range of financial products and referral channels.

Malini Murali is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, previously employed by Oxford Bank and Trust and Naperville School District 203. J.P. Morgan Securities 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 affiliated brokerage and investment management capabilities.

John Pethokoukis is a financial advisor at Stifel with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2019. Prior to that, he was with Morgan Stanley Private Bank, National Association from 2015 to 2019. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology for investment analysis and allocation, supporting client decisions with forward-looking capital market assumptions and probabilistic modeling.

Eric Crane is a CFP® and Series 66-registered advisor at Edward Jones with eight years of industry experience. He has worked at Edward Jones since 2018 and previously held roles at Thermo Fisher Scientific, ECC Insurance Brokers, and Brown & Brown Insurance. Outside of his advisory work, he is a member of Lighthouse Investments, LLC, a real estate business based in Savannah, TN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Bret Shannon is a financial advisor with Raymond James Financial Services Advisors, Inc. in Geneva, IL, holding a Series 66 designation and 10 years of industry experience. He has been with Raymond James since 2016. Outside of his advisory role, he is involved in several business activities including client acquisition and planning through Morton Private Wealth Strategies Inc., where he serves as an independent contractor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and maintains unique municipal advisory capabilities along with specialized retirement plan consulting services.

Molly Rohrer is a financial advisor with Morgan Stanley in Geneva, IL, holding Series 63 and Series 66 licenses and having 17 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2014 and with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research from its Global Investment Committee.

Lauren Zick is a financial advisor with Merrill and holds a Series 66 designation. She has seven years of industry experience and has worked at Bank of America, N.A. since 2019. Prior to that, she held roles at Circulation, Inc. and Smart Vision Labs, Inc. Lauren also has experience related to St. John's University and Tanglewood Kennels, LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional investors.

Eric Milano is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at JPMorgan Chase Bank, JPMorgan Securities, and Northern Trust. Outside of his financial career, he was involved with Armands Pizza and Pasta for over a decade. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee.

Clarence Welton is a Financial Consultant currently serving at Fidelity since 2020. He has a background in financial services and management, having previously worked as Managing Partner at INOJ Strategic Acquisitions LLC from 2014 to 2020, and as Financial Center Manager and Assistant Vice President at Fifth Third Bank from 2009 to 2014. His professional focus includes helping clients achieve peace of mind, family security, and comprehensive financial planning to support retirement goals. Drawing from his experience as a family man and veteran, Clarence emphasizes building strong relationships to create financial plans that address current needs and future generational goals. Outside of his professional role, Clarence has interests in family activities, gardening, military service, music, parenthood, and reading.