Adam Clemens is a financial advisor with J.P. Morgan Securities in Naperville, IL, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2020, following seven years at Advisors Asset Management. 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Lawrence Tantilla is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 25 years of industry experience. His prior roles include positions at Voya Financial Advisors, Inc., Princor Financial Services Corporation, and Principal Life Insurance Company. He is also a board member and volunteer for the nonprofit Clean Up - Give Back.org. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of investment solutions across various platform arrangements, combining proprietary and third-party strategies while incorporating institutional features such as advisor transition support and equity participation programs.

Brandon Burriss is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide array of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling as part of its financial planning process.

Anthony Salomon is a financial advisor at Ameriprise with Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Before entering the financial industry, he worked at Dunkin and Ashford House. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

David Pokorny is a financial advisor with Cetera, holding Series 63 and Series 65 designations and eight years of industry experience. He has worked with Cetera and its related entities since 2019 and previously worked at Foresters Financial and Northern Illinois University. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers diverse investment management and financial planning services through a large network of advisors and employs a multi-manager platform with various program structures and custodial relationships.

Samantha Stanciu is a financial advisor at Raymond James Financial with four years of industry experience. She holds the Series 66 and Series 63 licenses. Prior to joining Raymond James, she worked at JPMorgan Chase Bank and J.P. Morgan Securities. 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. The firm utilizes risk profiling and analytical tools to tailor non-discretionary planning and encourages clients to implement recommendations through its advisory programs or other providers.

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® designated financial advisor with 21 years of industry experience. He is currently with LPL Financial and was previously with Wayne Hummer Investments for 17 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Paul Dato is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and was previously with Fortis Investors for 24 years. Outside of his advisory role, he is president of Dato Pistorio Financial Group, Inc., a multi-line insurance agency and investment firm. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and nonprofits through a large network of advisers and advisory platforms. The firm offers integrated brokerage and advisory services with a range of portfolio management tools and access to third-party managers.

Michelle Piper is a financial advisor at Cetera with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with Cetera and Foresters Financial Services throughout her career. Piper is the owner of Piper Wealth Management, a business operating under Cetera. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and retirement services through a large network of independent advisors, utilizing a multi-manager platform with access to affiliated and third-party money managers.

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.

Jean Paul Matiuk is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2009. Matiuk holds Series 63 and Series 65 credentials. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

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, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. Prior to joining MassMutual in 2019, Wei worked for New York Life Insurance Company and its broker-dealer, NYLife Securities LLC, for 18 years. Outside of advising, Wei serves as chairwoman of the board for the non-profit community organization ANCA and volunteers on the external advisory board for the Northeastern Illinois University Alumni Association. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing planning engagements using firm-approved analytical tools and offers specialized programs including estate settlement and employer-sponsored planning.

Paul Cord is a Series 66-licensed financial advisor at Edward Jones with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he serves as a director for the Lombard Chamber of Commerce. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

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.

Perry Mirocha is a financial advisor with Ameriprise in Oak Brook, IL, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He previously worked at Financial Engines Advisors, EF Legacy Securities, and Edelman Financial Services. Outside of his advisory role, he works as a driver for DoorDash. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning centered on dependable income sources and tax-aware withdrawal strategies.

Matthew Gennuso is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at Woodbury Financial Services for 17 years and has operated Gennuso Financial Group since 2002. Outside of his advisory role, he owns ML GENNUSO, INC, a corporation focused on insurance consulting and sales specializing in fixed life and disability insurance. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs various portfolio construction tools, including asset-allocation models and automated rebalancing, and supports both discretionary and non-discretionary account management.