Wayne Johnson is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 63 and Series 66 designations and joined Edward Jones in 2024. Prior to his current role, he worked at firms including Scent Air Corporation and Pacific Life Insurance Company. Edward Jones is a full-service wealth management firm serving a wide range of clients, including individual and institutional investors. The firm offers a variety of advisory strategies and investment options, supported by a large national network of financial advisors and branch offices.

Marta Begley is a financial advisor at Merrill with 38 years of industry experience. She holds the Series 66 designation and has been with Merrill and its predecessor firms since 1983. Begley has spent 17 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Merrill, along 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 managed by internal CIO teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Aaron Davis is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their financial situations and to develop strategies tailored to their short-, mid-, and long-term goals. He offers a comprehensive approach that includes investing, retirement planning, and saving for unexpected events, and he provides access to specialists from Bank of America for additional banking, credit, home financing, and small business solutions. Aaron holds a Bachelor's Degree from the University of Wisconsin System and has earned several professional designations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His affiliations include involvement with professional organizations such as the Friends Forever Humane Society and the Lions Club. He actively participates in the Lions Club as part of his community involvement. Outside of his professional responsibilities, Aaron enjoys baseball, cooking, football, golfing, woodworking, and spending time with his family.

Jessica Macasu is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. Her career background includes roles at Northwestern Medicine and Chamberlain University, alongside longstanding involvement with Primerica Financial Services. Primerica Advisors serves primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that uses model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Steven Smith is a Series 66-licensed financial advisor with UBS Financial Services in Oakbrook Terrace, IL, where he has worked since 2013. He has 20 years of industry experience. Outside of his advisory role, he serves on the board of directors for Sweet William Retail Inc., a women's apparel and accessories retailer. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and offers proprietary research and various capital markets services.

Kristin Burke is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her career as an Economic Reporter at WIFR-TV in Rockford, Illinois, where she worked for four years before transitioning to financial advising. Kristin has now been a Financial Advisor for over ten years, utilizing her communication and educational skills developed during her reporting career. Kristin's approach to financial advising centers on gaining a deep understanding of her clients' personal goals before making any investment decisions. She incorporates a disciplined process that accounts for client objectives, risk tolerance, and investment time frames to enhance the likelihood of meeting their financial goals. Kristin emphasizes ongoing communication, education, and transparency to help clients remain informed and avoid emotional decision-making. She holds a Bachelor of Arts degree from Loyola University Chicago and has earned the Personal Investment Advisor (PIA) designation. Outside of work, Kristin enjoys exercise, sports, and spending time with family and friends. She has served as a mentor with the Boys and Girls Clubs of America and supports Easter Seals. Kristin resides in the western suburbs of Chicago.

Jeffrey Oprondek is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining OSAIC in 2026, he worked for Stifel Independent Advisors, LLC for 21 years and STIFEL for 2 years. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, incorporating discretionary strategies and third-party manager selection.

Annamarie Sabatini is a financial advisor at UBS Financial Services with 40 years of industry experience. She has been with Painewebber Incorporated since 1988. Sabatini holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Matthew Gall is a financial advisor with OSAIC Wealth, Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior roles include positions at Raymond James & Associates, Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Citigroup Global Markets. He is also involved with several wealth management LLCs. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services emphasizing model-based asset allocation, portfolio optimization, and access to third-party managers and alternative investments.

Margaret Furlong is a financial advisor at LPL Enterprise with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Pruco Securities, LLC for 31 years. She also maintains a longstanding affiliation with Prudential Insurance Company of America. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

John Keener III is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience, including prior roles at FSC Securities Corp and MSI Financial Services, Inc. He also operates a non-variable insurance business under Wall Street Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, employing both discretionary and non-discretionary strategies.

Robert De Young is a financial advisor with Edward Jones, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at White Castle System, Inc. for over four decades. Edward Jones is a full-service wealth management firm serving more than 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 strategies, separately managed accounts, and affiliated mutual funds.

Kristina Huda Dimen is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Merrill since 2009 and is also associated with Bank of America, N.A. since 2007. Merrill, along 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Stefanie Haugen is a Senior Financial Advisor with Merrill Lynch Wealth Management and the Theis Noga Group. She began her career at Merrill in 2015 and has been with the Theis Noga Group since 2016. Stefanie supports clients in feeling secure and well-prepared for their financial futures, focusing on personalized guidance that helps individuals and families make informed decisions and pursue their goals with confidence. Throughout her career, Stefanie and her team emphasize a planning-based approach that provides structure and long-term goal setting, particularly during emotionally charged situations. She assists clients in retirement preparation and navigation by integrating investment management, tax considerations, and estate planning into comprehensive strategies. Stefanie collaborates with the firm's wealth management banking and trust specialists, as well as CPAs and attorneys, to implement thoughtful, tax-efficient estate and wealth-transfer plans. Stefanie holds a Bachelor's degree from Concordia University in Chicago and the Chartered Retirement Planning Counselor (CRPC) designation, reflecting her expertise in retirement income planning and long-term financial preparedness. She is also involved with Bridge Communities. Stefanie resides in Saint Charles, Illinois with her husband, Mike, their son Oliver, and their two dogs, Benny and Zoe.

Yvette Kendall is a financial advisor at Morgan Stanley with seven years of industry experience. She holds the Series 63 and Series 66 licenses. Prior to joining Morgan Stanley in 2023, she worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA between 2018 and 2023, and spent twenty years at Northern Trust from 1998 to 2018. Outside of her advisory role, she is involved as a travel agent with Inteletravel. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a broad range of investment programs, managing approximately $2.74 trillion in client assets.

Casey Adams is a CFP® certified financial advisor at Ameriprise with 10 years of industry experience. Prior to joining Ameriprise in 2023, he worked for Edward Jones from 2016 to 2023. Outside of his advisory role, he is involved with Ninth Avenue LLC, where he also provides financial advising services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that includes a written Recommendation Report and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Erik Anderson is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and eight years of industry experience. He has worked at Equitable Advisors since 2018 and previously was affiliated with AXA Advisors, National Securities Corporation, and Olivet Nazarene University. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a combination of firm-offered and third-party advisory solutions.

Mohammed Ghouse is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank and JPMorgan Securities since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research with a forward-looking approach to capital markets and incorporates ESG criteria in its recommendations.

Sebastian Arpino is a Financial Advisor with Merrill Lynch Wealth Management. He has nearly 20 years of experience in the financial industry, guiding clients through comprehensive wealth management processes grounded in personalized, goals-based financial strategies. Sebastian works as part of The Speers Group, collaborating with a dedicated team to deliver customized strategies that align investment risk with clients' unique goals. His expertise encompasses areas such as cash flow management, lending solutions, retirement income planning, investment strategy development, wealth transfer and legacy planning, and education funding strategies. Sebastian focuses on advising entrepreneurs, privately held entities, financial industry and real estate professionals, and law firm partners. His approach includes strategies ranging from investment and risk management, tax minimization, credit and lending, income and liquidity management, advanced estate planning services, wealth transfer, and philanthropy. Sebastian holds professional designations including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his education from the University of Illinois at Chicago. In addition to his professional work, Sebastian is involved with organizations such as the Haymarket Center, Habitat for Humanity, and Marklund. He speaks English and Italian, and his personal interests include cooking, football, golfing, and spending time with his family.

James Sianta is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in the financial services industry in 1995 after earning a bachelor's degree in Finance and Marketing from Indiana University’s School of Business. James focuses on assisting families in establishing and maintaining personalized wealth management strategies. His approach involves a disciplined process that starts with understanding each client's individual needs, concerns, and priorities. His areas of expertise include college education planning, tax minimization, and retirement income. James holds several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), CHARTERED FINANCIAL CONSULTANT (ChFC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, James dedicates time to personal interests such as golfing, spending time with his family, and traveling.