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.

Nicholas Tyrell is a CFP® and holds a Series 66 license, with 10 years of experience in the financial industry. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

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.

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.

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.

Arthur Littlefield III is a financial advisor at LPL Financial with 28 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked for Lincoln Financial Advisors Corporation for 26 years. He is also involved with Academy Financial in a non-variable insurance and investment-related capacity. 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 and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Sandra Hellstedt is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2006 to 2020. Ameriprise provides retirement-income planning services aimed at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Nasser Zayed is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Harris Investor Services Inc., Harrisdirect LLC, and Morgan Stanley DW Inc. He operates in Clarendon Hills, IL. 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 advisory services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and a broad network of over 22,800 advisors.

Todd Nyberg is a CFP® professional with 13 years of experience in financial advising, currently practicing at Edward Jones since 2012. He holds the Series 66 designation and is based in Western Springs, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Beverly Hunziker is a financial advisor with Raymond James Financial, holding a Series 66 designation and 12 years of industry experience. She has worked at Raymond James Financial Services Advisors Inc. since 2014 and is also associated with Hunziker & Associates, Inc., where she assists with office activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique municipal advisor affiliation.

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.

Paul Kalafut is a financial advisor with Edward Jones in Shorewood, IL, holding the CFP®, ChFC®, and Series 66 designations and bringing 18 years of industry experience. He has been with Edward Jones since 2007. In addition to his advisory role, Kalafut serves on the Holy Family Catholic School Board, where he contributes to policy and budget decisions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. 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, operating under a fiduciary standard.

Kevin Koney is a financial advisor with Ameriprise, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, he is involved in business ownership activities including managing payroll and general business expenses through Ninth Avenue LLC and owns a real estate-related entity, Koney Ranch LLC. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies delivered through a centralized consulting team in partnership with financial advisors. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

James Cannan is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 licenses and has 45 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2016 and also owns Yorkshire Financial Advisors Inc., a financial planning practice based in Downers Grove, IL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers comprehensive financial planning and investment services, including specialized planning for business-owner transitions, special-needs analysis, and divorce planning, delivered through a network of financial advisors.

David Bradley is a financial advisor with LPL Financial in Naperville, IL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with LPL Financial and its predecessor firms since 2006. Outside of advisory work, he writes term life insurance through Producers Financial Group Midwest on a limited basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.