Nathan J. Cluxton is a CFP®-certified financial advisor with 26 years of industry experience, currently affiliated with LPL Financial. He previously worked at Harris Investor Services, Inc. for 17 years and Fidelity for 8 years. 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 and access to model portfolios, third-party asset management, and institutional platforms.

Valerie Foley is a financial advisor at Fidelity with five years of industry experience. She holds Series 63 and Series 66 designations and has worked at multiple firms, including J.P. Morgan Securities and GWFS Equities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages various portfolios including fund-of-funds and delivers model portfolios to intermediary platforms, with notable involvement in registered investment company advisory roles and algorithmic research.

Nikolaos Balis is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan and Wells Fargo in various capacities since 2014. 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 within a non-discretionary advisory framework.

Larry Chambers is a financial advisor with Ameriprise in Palatine, IL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Ameriprise and its predecessor entities since 1988. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset thresholds, offering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with algorithmic tools to support its centralized retirement-income consulting team.

James Stone is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Osaic since 2023. He previously worked at Lincoln Financial Advisors Corporation for 24 years and SagePoint Financial, Inc. for one year. Outside of his advisory role, he is involved with Ironbridge Wealth Counsel, LLC as a financial planner and owns 26.2 Pacer LLC, which holds shares in Ironbridge Wealth Counsel. Osaic Wealth serves a diverse range of clients, including retail investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. Its investment approach emphasizes model-based asset allocation and portfolio optimization, utilizing tools such as risk-tolerance questionnaires and efficient frontier analysis.

Colleen Rapp is a financial advisor with Morgan Stanley in Barrington, Illinois, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her career includes roles at Ameriprise Financial Services, MCG Securities, and First Trust Portfolios. She serves as a board member for Women in Networking, a women's networking group based in Lake Zurich, Illinois. Morgan Stanley Wealth Management offers advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and delivers a range of financial services including estate planning and corporate financial planning agreements.

Samuel Siegel is a financial advisor at Merrill with a Series 66 credential and no prior industry experience. His background includes roles at UL Solutions and multiple community and educational organizations, including Deerfield Park District and the University of Iowa. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Amy Trotter is a financial advisor with Wells Fargo Advisors and holds Series 63 and Series 65 licenses. She has 36 years of industry experience, including time at Wells Fargo Clearing. She also owns and operates Trotter Wealth Management Group, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad menu of planning options and integrates advisory services with other financial products and referral channels.

Jason Lorenzo is a Series 66-licensed financial advisor with Merrill in Northbrook, IL, and has seven years of industry experience. He previously worked at Bank of America and Axa Advisors. Outside of finance, he works as a server at RockSugar Southeast Asian Kitchen, a restaurant he has been involved with since 2017. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Adam Liebman is a financial advisor at LPL Financial with 27 years of industry experience. He previously worked for Wayne Hummer Investments for 20 years before joining LPL Financial in 2025. His credentials include Series 63 and Series 66 licenses. 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, model portfolio programs, and access to third-party asset managers, supported by technology tools for operational and research purposes.

Randall Harris is a Financial Consultant at Fidelity Investments, where he has been serving since 2025. Prior to this role, he worked as an Investment Consultant at Fidelity Investments from 2023 to 2025. Before joining Fidelity, he was a Financial Advisor at Northwestern Mutual from 2018 to 2023. In his current position, Randall collaborates with a team to develop personalized holistic financial plans tailored to client needs, focusing on educating clients and delivering high-quality service. Randall holds insurance licenses in Arkansas and California, which support his work in providing comprehensive financial consulting. Outside of his professional responsibilities, he has personal interests in food, football, museums, music, and traveling.

Adam Berman is a Certified Financial Planner (CFP®) with 22 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2018, following a 15-year tenure at Scottrade, Inc. and Scottrade Investment Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm's advisory process combines quantitative and qualitative research and incorporates expertise in derivatives and commodities through its broader regulatory registrations.

Nancy Ambrose is a Series 66-registered financial advisor with Wells Fargo Clearing, based in Barrington, IL. She has 17 years of industry experience and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Gandy Pierre Louis is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also works with JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a mix of quantitative and qualitative research.

Darby O'Leary is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. O'Leary has three years of industry experience and has worked with Cambridge Investment Research Inc. and Preferred Planning Concepts, LLC. Outside of financial advising, O'Leary is involved in business ownership through Sparrow and Lily LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multi-billion dollar asset base.

Kenyon Knight is a financial advisor at Edward Jones with 14 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wilfred Wax and JPMorgan Chase Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Timothy Ryder is a financial advisor at Edward Jones in Glenview, IL, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked with the United States Soccer Federation from 2011 to 2017. Outside of his advisory role, he receives a per-game stipend related to the National Women's Soccer League. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment advisory programs and affiliated financial services supported by a large nationwide network of advisors and branch offices.

Joseph Halm is a financial advisor with Edward Jones in Carol Stream, IL, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of advising, he is involved with Halm Rentals LLC, managing rental properties, and holds a shareholder interest in Pivotal Health, a home health services company. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Scott Stratford is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides wealth management guidance to a select group of individuals, families, and institutions across the country, including many active and retired business owners. Scott works closely with clients to tailor wealth management strategies that align with their goals and evolving life circumstances, focusing on protecting the wealth they have accumulated. Scott joined Merrill in Chicago in 1987 after earning a bachelor's degree from Marquette University. He holds several professional designations, including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), and Certified Plan Fiduciary Advisor (CPFA). As a Portfolio Manager, he manages Personalized or Defined Strategies on a discretionary basis, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. A long-time Chicago resident, Scott has volunteered for over 25 years with the World’s Largest Block Party sponsored by Old St. Patrick’s Church. He has also served as president of the Marquette Club of Chicago and on the national board of the Marquette University Alumni Association, as well as on the board of the Chicago Athletic Association. Scott lives in Barrington Hills with his wife and son.

Jing O'Brien is a financial advisor at LPL Financial with 19 years of industry experience. She holds a Series 66 credential and previously worked at Edward Jones for three years before joining LPL Financial in 2010. Outside of her advisory role, she is involved in tax preparation and accounting services through her DBA, Jade Accountants & Tax Services. 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 and access to model portfolios, supported by a large network of investment adviser representatives and multiple technology tools.