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.

Dustin Remmler is a Series 66-licensed financial advisor at J.P. Morgan Securities with one year of industry experience. Prior to joining J.P. Morgan, he worked at Bank of America, Merrill, and Citigroup/Citibank. Outside of his advisory role, he is a freelance classical musician who occasionally performs with orchestral and wind groups in the Chicago area. 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 with client decision-making retained. Their advisory process combines quantitative and qualitative research, offering a range of eligible strategies supported by affiliates for implementation and portfolio services.

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.

Joni Mallory is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and previously worked at Allstate Insurance Company for 33 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

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.

William Lafond is a CFP® with 40 years of industry experience and currently serves as a financial advisor at LPL Financial. His prior roles include positions at Grove Point Advisors, LLC and Grove Point Investment, LLC. Lafond is chairperson of the Chaney Lake Road Maintenance Association, a nonprofit board in Wakefield, MI. 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. The firm offers a range of financial planning and investment management solutions through a large network of advisors using both proprietary and third-party strategies.

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 with LPL Financial in Naperville, IL, holding Series 63 and Series 65 credentials and possessing 16 years of industry experience. His career includes roles at Cetera Advisor Networks, Raymond James Financial Services, Sage Private Wealth Group, Equity Services, Inc., and National Life Group. He maintains a separate investment-related business activity under the name Travis Wealth Management. 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. The firm offers a range of financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies and incorporating advisor tools such as machine learning for research and operational support.

Linda Davis is a financial advisor at Raymond James Financial with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Raymond James in various capacities since 1993. Outside of her advisory work, she is involved as a partner in a rental real estate business. 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, pension plans, corporations, charitable organizations, and institutional clients. The firm employs a non-discretionary planning approach tailored to client goals and supports its offerings with advanced analytical tools and technology.

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.

Joseph Rumbley is a Certified Financial Planner® (CFP®) with over 21 years of experience in the financial services industry. He has been with Edward Jones since 2005, working out of St Charles, Illinois. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Laura Needs is a financial advisor at Edward Jones with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Edward Jones since 2016, including an earlier tenure from 2016 to 2021 and continuing from 2021 to the present. Outside of her advisory role, she is involved in real estate investing through LNLK Enterprises LLC. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Nichol Stimac is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. She holds a Series 66 designation and has worked at firms including Fifth Third Bank, Ameriprise Financial Services, PNC Investments, Manulife Investment Management, Citigroup Global Markets, Prudential Equity Group, and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, leveraging research and analytics guided by diversification principles and modern portfolio theory.

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.