Sean Adair is the Vice President and Branch Leader at the Naperville Fidelity Investor Center. In this role, he oversees the branch operations with a focus on delivering client experiences aligned with their family financial goals. He leads a team of client-focused advisors committed to professionalism and care. Prior to his current position, Sean served as Vice President and Academy Manager at Merrill Lynch from 2016 to 2023. His professional experience centers on managing teams and supporting advisors to meet client needs effectively. Outside of his professional responsibilities, Sean engages in family activities, enjoys movies, parenthood, and reading.

David Breese is a CFP® and holds a Series 66 license, with 10 years of experience in the financial services industry. He has been with Edward Jones in Aurora, IL since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory and investment services through a large network of financial advisors and branch offices.

Adam Clemens is a financial advisor with J.P. Morgan Securities in Naperville, IL, holding Series 63 and Series 66 designations and 17 years of industry experience. His prior roles include positions at Advisors Asset Management, RBC Capital Markets, and Ameriprise. 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 through a non-discretionary program supported by centralized due diligence and a broad range of investment capabilities.

Brandon Burriss is a financial advisor with Morgan Stanley in Geneva, Illinois, holding a Series 66 designation and 16 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs focused on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services alongside broader retail and institutional investment offerings.

Samantha Stanciu is a financial advisor with Raymond James Financial in Wheaton, IL, holding Series 66 and Series 63 licenses and four years of industry experience. Her prior positions include roles at JPMorgan Chase Bank and J.P. Morgan Securities, where she worked for four years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, pension plans, corporations, and institutional clients. The firm uses tailored planning and analytical tools to support client goals and offers a variety of advisory programs and specialized services, such as municipal and public-finance work and SIMPLE IRA Employer Advisory & Consulting Services.

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.

Peter Bentler is a CFP® professional with 21 years of industry experience. He is currently with LPL Financial and previously worked at Wayne Hummer Investments for 17 years and Citigroup Global Markets for three years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory services, including financial planning and model portfolio programs, and combines advisory and non-advisory financial activities across a broad platform.

Paul Dato is a financial advisor at Osaic Wealth with 34 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Fortis Investors for 24 years. Outside of his advisory role, he is president of Dato Pistorio Financial Group, Inc., a corporation involved in multi-line insurance and investments. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio programs. The firm’s investment process relies on model-based asset allocation and portfolio optimization supported by various analytical tools and offers multiple custodian and program arrangements.

Joshua Beard is a financial advisor with Edward Jones in Geneva, IL, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked at American Bank & Trust for six years and had a role at Wash Depot Holdings - Simonize Car Wash. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Paul Wedeen is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 46 years of industry experience. He has been with Cambridge Investment Research Advisors since 2008 and previously worked at BNY Mellon Advisors for eight years. Outside of his advisory role, he serves as a trustee for Big Rock Township in Illinois. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and provides access to third-party advisers and proprietary model strategies.

Jean Paul Matiuk is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2009. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process integrates quantitative and qualitative research supported by a centralized due diligence team and includes specialized capabilities in derivatives and commodities.

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 in Lisle, Illinois, holding Series 63 and Series 65 credentials and 26 years of industry experience. Prior to joining MassMutual in 2019, Yang worked at New York Life Insurance Company and its affiliate NyLife Securities LLC for 18 years. Outside of advising, Yang serves as chairwoman of the board for a nonprofit community organization (ANCA) and volunteers on the external advisory board for Northeastern Illinois University alumni. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides a range of programs including asset management, money-manager solutions, and educational seminars.

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.

Micah Welton is a financial advisor with Charles Schwab, holding a Series 66 designation and two years of industry experience. Prior to joining Schwab, he worked at Calamos Financial Services and Fidelity Investments. He also serves in the Illinois National Guard as an All Source Intelligence Analyst. Charles Schwab & Co., Inc. provides advisory, brokerage, custody, and financial planning services primarily to high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program. The firm combines non-discretionary client advisory relationships with access to discretionary separately managed accounts and offers a comprehensive, multi-asset investment approach.

Jason Patel is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. He also teaches at a local community college in North Aurora, IL, a role he has held since 2013. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and risk-profiling tools to support client goals and maintains specialized programs for municipal advisory and employer retirement plans.

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.