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 with LPL Financial in Naperville, IL, holding a Series 66 designation and nine years of industry experience. He previously worked at BMO Harris Financial Advisors and BMO Harris Bank. 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 portfolio programs, and institutional platforms, supporting over 22,800 advisors and $819 billion in discretionary assets.

Brooke Gaylord is a financial advisor at Edward Jones in Elgin, IL, holding a Series 66 designation with one year of industry experience. Brooke’s prior experience includes roles at Forvis Mazars, DRW Holdings, Kirkland & Ellis, and a previous tenure at Edward Jones. Outside of finance, Brooke has worked in the salon industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports over 23,000 financial advisors nationwide.

Christine Potterton is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 26 years of industry experience. Her career includes roles at JPMorgan Chase Bank, Commonwealth Financial Network, INVEST Financial, and Riverstone Wealth Partners. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a wealth advisory program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research and incorporates ESG eligibility criteria in its recommendations.

Dylan Ridle is a financial advisor at Merrill with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Merrill and Bank of America, he worked at Morgan Stanley Smith Barney LLC for one year. His background also includes four years at the University of Nebraska - Lincoln and employment at Royal Fox Country Club. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Richard Poole is a CFP® professional with over 32 years of industry experience. He has worked at Edward Jones since 2023 and previously spent 19 years at Hartford Investment Financial Services, 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 and affiliated investment products, supported by a nationwide network of approximately 23,700 financial advisors and more than 15,000 branch offices.

Angella Jost is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank since 2011. Outside of finance, she is a certified yoga instructor and has been involved with Yoga by Degrees since 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

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 Naperville, IL, holding Series 63 and Series 66 licenses and having seven years of industry experience. He has worked at LPL Financial since 2021 and previously held roles at BMO Bank NA and BMO Harris Bank. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, with a range of investment strategies supported by technology but driven by advisor judgment.

Brian Magnan is a CFP® with 34 years of experience in the financial services industry. He is currently with Wells Fargo Advisors and has previously worked at Wells Fargo Clearing and Prudential Equity Group, LLC. Magnan is based in Naperville, IL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and fee-based financial planning services, including specialized planning for business owners, special needs, and divorce, using proprietary research and planning tools.

Malini Murali is a financial advisor with J.P. Morgan Securities in Naperville, IL, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining J.P. Morgan Securities in 2021, she worked at Oxford Bank and Trust from 2019 to 2021 and spent seven years with Naperville School District 203 in roles associated with Sodexo and Aramark. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research with forward-looking capital market assumptions to support its advisory process and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

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.

Kevin Jordan is a CFP® professional affiliated with Edward Jones in Bloomingdale, IL, with 22 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a national network of advisors and branches.

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.

Bryan Schneider is a financial advisor with LPL Financial in Downers Grove, IL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Chase Investment Services Corporation, and Banc One Securities Corporation. 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 and brokerage services, including financial planning, model portfolios, and institutional platforms, with an emphasis on various investment strategies implemented by its network of advisors.

Kevin Moore is a financial advisor with LPL Financial in Roselle, IL, holding a Series 66 credential and 12 years of industry experience. Prior to joining LPL Financial in 2018, he worked at CETERA Advisor Networks LLC from 2013 to 2018 and operated his own advisory business starting in 2010. Outside of advising, he owns a technology support and information processing business. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

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.

Harold Rosenblume is a financial advisor with LPL Financial in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at LPL Financial since 2006, with prior experience at Wells Fargo Clearing and Prudential Equity Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.