Sean Rosean is a Series 66-licensed financial advisor with LPL Financial in Wilmette, IL, where he has worked since 2010. He has 15 years of industry experience. Outside of his advisory role, he operates Beacon Financial Services, Inc. as a DBA. 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 financial planning, asset management, and institutional platforms, supporting advisors with model portfolios, third-party subadvisors, and various investment strategies.

Anne Rosean is a financial advisor with LPL Financial in Wilmette, IL, holding a Series 66 designation and three years of industry experience. She previously worked at Robert W. Baird for six years and has held a role at Marquette University. Rosean is also involved with Beacon Financial Services, Inc., a business related to her work with LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad platform of advisory and brokerage services.

Theodore Rosean is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Beacon Financial Services, Inc. from 1998 to 2003. 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, third-party asset management, and institutional platforms.

Sean Omalley is a financial advisor with LPL Financial who holds a Series 63 designation and has 42 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Beacon Financial Services, Inc. from 1998 to 2003. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, third-party asset management, and institutional platforms.

Michael Cahill is a CFP® professional with 39 years of experience in the financial services industry. He has been associated with LPL Financial since 2009 and Waterstone Financial Group since 2004. Outside of his advisory work, he occasionally teaches history classes for the Archdiocese of Chicago and has authored a book related to the Archdiocese. 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 variety of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.