Sandra Mcclanahan is a financial advisor with Ameriprise in New Lenox, IL, holding a Series 66 designation and 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Outside of her advisory role, she serves as an adjunct faculty member at Lewis University and is involved with Scout Wealth Inc. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing written recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Matthew Marcotte is a CFP® and holds a Series 66 license, with eight years of experience in financial advising at Edward Jones. He has worked at Edward Jones since 2017 and also served as an adjunct professor at North Central College, teaching college students the fundamentals of personal finance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across various segments. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and is notable for its large network of advisors and branch offices, as well as affiliated services such as a trust company and proprietary mutual funds.

Jonathan Ruiz is a Financial Advisor with Merrill Lynch Wealth Management. He is bilingual and serves as a resource for general investing, retirement planning, and saving for unexpected events. He also provides access to Bank of America specialists for banking, credit, home financing, and small business solutions. Jonathan's expertise covers a range of client focus areas including education planning, employee benefits planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, small business strategies, and retirement income. He holds professional designations such as Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He graduated from the University of Illinois at Chicago with a Bachelor of Science in Finance. Outside of his professional work, Jonathan has personal interests in baseball, basketball, football, soccer, and traveling.

Nicholas Alvarado is a Vice President and Financial Consultant at Fidelity Investments. In his current role, he works closely with clients to understand their individual situations and provide specific investment recommendations aimed at improving their financial plans. Nicholas has been with Fidelity Investments since 2018. Prior to this, he served as a Vice President Financial Solutions Advisor at Bank of America, Merrill Lynch from 2015 to 2018, and began his career as a Financial Advisor at Edward Jones Investments from 2014 to 2015.

Brian Sims is a financial advisor with LPL Financial in Orland Park, IL, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has worked at LPL Financial since 2022 and has also been affiliated with Central Credit Union of Illinois and Cuna Brokerage Services, Inc. since 2007. Sims is a notary public and maintains ongoing involvement with financial services at Central Credit Union of Illinois. 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, supported by technology tools and a large network of advisors.

Lisa Waldorf is a financial advisor with Primerica Advisors in Burr Ridge, IL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Primerica Advisors since 1996 and Primerica Financial Services since 1995. Outside of her advisory role, she is co-owner of Lisa + Wally, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio management services focused on individual rather than institutional clients.

Julia Mueller is a Financial Consultant who brings a client-centered approach to her work. She emphasizes transparency and thoughtful communication, beginning with a conversation to understand clients' priorities and assessing mutual fit before proceeding. She continues to work closely with clients as their goals develop, ensuring alignment and clear communication throughout the process. Julia has experience working in various roles at Fidelity Investments, including Planning Consultant from 2024 to 2026, Relationship Manager from 2022 to 2024, and Financial Representative from 2021 to 2022. Prior to that, she completed an internship in Financial Planning & Asset Management at Renaissance Wealth Management BN LLC from 2020 to 2021. Outside of her professional work, Julia's personal interests include gardening, puzzles, and traveling.

Yibing Xue is a CFP® professional at Edward Jones with six years of industry experience. Prior to joining Edward Jones in 2019, Xue worked at GTL Technologies Inc. for 14 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Cyril Friend III is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 34 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Edward Jones for two years. Friend operates his advisory services under the names Horizon Wealth Management, LLC and Friend Investment Group. 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 portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies and utilizing advanced advisor tools for operational and research support.

Brandon Johnston is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has previously worked with Equitable Advisors LLC and Crawford & Winiarski Financial Consulting. Outside of finance, he has been involved with Miami University Intramural Sports and the Detroit City Football Club. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice. The firm’s approach includes tax-aware withdrawal strategies and collaborates with clients’ advisors to implement non-discretionary recommendations.

Jake Coss is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work experience includes roles at Northwestern Mutual, Battaglia Industries, Hy-Vee, and involvement with Crystal Lake Country Club and Augustana College. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm uses a combination of proprietary and third-party advisory models and offers a range of investment options including mutual funds, ETFs, and select alternative investments.

Phu Nguyen is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2015. Prior to his current role, he was involved with L.A. Nails Spa II, Inc. from 2015 to 2017. J.P. Morgan Securities LLC 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 brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Jeffrey Bonsol is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Bank of America and Merrill. He has been with JPMORGAN Chase Bank, N.A. and J.P. Morgan Securities since 2019. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

James Bushy is a financial advisor with LPL Enterprise and holds Series 65 and Series 63 licenses. He has one year of industry experience, with prior roles at NYLIFE Securities LLC, New York Life Insurance Company, Artistic Dental Labs, and Farmers Insurance. Bushy serves as a board member for the Elmhurst Symphony Orchestra, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, employer-sponsored retirement plans, banks, and various corporate and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Weisner Perez Rodriguez is a financial advisor with UBS Financial Services in Oakbrook Terrace, IL. He holds a Series 66 designation and has seven years of industry experience, including prior roles at Bank of America Merrill Lynch and various positions in education and the National Main Street Center. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services across a broad platform of financial products and capital markets activities.

Vince Marino is a CFP® professional with 25 years of experience in the financial industry. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2002. Vince is based in Wheaton, IL, and holds Series 63 and Series 65 licenses. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering these services alongside affiliated brokerage and investment management capabilities.

Christopher Petrungaro is a financial advisor with Edward Jones in Elmhurst, IL, holding Series 63, Series 65, and Series 66 licenses and possessing 31 years of industry experience. He has been with Edward Jones since 2018 and previously worked at New York Life for one year. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Richard Callaghan is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 licenses and 10 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Magdalena Marinescu is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. She has worked at Fidelity Investments since 2022 and previously held roles at Verizon and AT&T. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it incorporates advanced methodologies such as AI in its investment process.

Katherine Mangiardi is a financial advisor at Fisher Investments with 19 years of industry experience. She holds the Series 63 and Series 66 credentials and has previously worked at Fidelity Brokerage Services, Transamerica Financial Advisors, and Wfg. Outside of her advisory role, she is the CEO and owner of Fierce Females LLC, a personal podcasting venture focused on interviewing women entrepreneurs. Fisher Investments serves a diverse global clientele, including institutional and high-net-worth clients, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to build globally diversified portfolios and provides a range of services, including sub-advisory and retirement plan management.