Patrick Mcnamara is a financial advisor with LPL Financial, holding CFP® and Series 66 designations and bringing 20 years of industry experience. He previously worked at Ameriprise from 2006 to 2009 before joining LPL Financial, where he has been since 2009. In addition to his advisory role, he operates McNamara & Toscano Tax Services, providing tax preparation and accounting services. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Christopher Shriver is a financial advisor at Ameriprise with 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Shriver holds the Series 66 designation and is based in Orland Park, IL. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice, using a combination of internal research and third-party data.

Richard Schultz is a financial advisor with Primerica Advisors in Wheaton, IL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Primerica Advisors since 1984 and Primerica Financial Services since 1991. Outside of his advisory role, he serves on the board of directors for Seed Capital Group, Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and select separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and oversees portfolio implementation using a tiered wrap-fee structure.

Louis Montana is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2018. He previously worked at UBS Financial Services from 2009 to 2018. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services tailored to plan objectives and demographics. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Luis Chavez is a financial advisor with LPL Financial in Downers Grove, IL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Prior to joining LPL Financial in 2020, he worked for eight years at Fifth Third Securities and Fifth Third Bank. 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 a range of financial planning and investment services, employing both proprietary research models and third-party subadvisors to implement strategies across various asset allocation approaches.

Lizbeth Menjivar is a Financial Consultant at Fidelity Investments, where she has been serving since 2024. She has held various roles within Fidelity Investments since 2019, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Lizbeth has experience in helping customers develop customized financial plans aimed at assisting families in working towards their long-term financial objectives. She focuses on building relationships to understand each client's personal, professional, and financial goals, enabling the creation of tailored financial strategies. Outside of her professional work, Lizbeth enjoys family activities, food, Pilates, traveling, volunteering, and yoga.

Robert Brennan is a financial advisor at Edward Jones with 34 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Edward Jones in 2019, he worked with Kamco Real Estate LLC and Alta Equipment Company. 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, including both discretionary and non-discretionary options, and operates under a fiduciary standard.

Amy Gross is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 designations and 15 years of industry experience. She previously worked at Merrill and Credit Suisse Securities (USA) LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis.

William Flowers is a CFP® professional with 18 years of experience in the financial advisory industry. He is currently with LPL Financial, where he has worked since 2023, following a 14-year tenure at Edward Jones. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Cory Goldman is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and 16 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 12 years before joining Equitable Advisors in 2021. Goldman also operates Goldman Financial, conducting other insurance activities outside of the Equitable network. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party sponsors.

Jacob Hawkins is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 66 designation and previously worked at the D.K. Hawkins Group and held various roles including at Illinois State University and St. Charles Sportsman Club. Equitable Advisors serves a diverse 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 through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

Philip Ruggio is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with Metlife Securities Inc. for 25 years. Ruggio is also an independent insurance agent specializing in fixed annuities. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative annual planning using firm-approved analytical tools and offers a range of programs including wrap accounts, money-manager programs, and educational seminars.

Todd Daley is a financial advisor with J.P. Morgan Securities, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 21 years of industry experience, including prior roles at Charles Schwab and Charles Schwab Bank. Outside of his advisory work, he has maintained an active eBay seller business for over a decade. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Kenneth Castillo is a Series 66-licensed financial advisor with Edward Jones in Tinley Park, IL, where he has worked since 2012. He has 13 years of industry experience. 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 options supported by a nationwide network of more than 23,700 financial advisors.

Thomas Lamson is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Equitable Advisors since 2003, including its predecessor Axa Advisors, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm emphasizes risk assessment and tailored advisory models, often using third-party asset managers and advisory programs.

Nicholas Slawinski is a financial advisor at Edward Jones in Bolingbrook, IL, holding a Series 66 designation. He began his career at Edward Jones in 2025 and has previous experience with the University of Illinois at Chicago. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Michael Melone is a financial advisor at Equitable Advisors with 33 years of industry experience. He has been with Equitable Advisors since 1999, including time at AXA Advisors, LLC. Outside of his advisory role, he operates an outside insurance brokerage under the name Life Loyal Advisors. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients with financial planning, retirement plan consulting, and asset-management programs. The firm delivers services through a network of Investment Adviser Representatives using a range of proprietary and third-party advisory models and provides ERISA fiduciary services to qualified plans.

Victoria Kiehl is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 designations and bringing 41 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory work, she is involved as an independent contractor with Send Out Cards and an independent distributor for Melaleuca. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs and financial planning services, using structured discovery processes and firm-approved tools to assist clients in developing tailored financial plans.

Patrick Duggan is a financial advisor at Cetera with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including J.P. Morgan Securities, Ameriprise Financial Services, U.S. Bancorp Investments, and Fifth Third Securities before joining Cetera in 2022. He owns and manages PJDWEALTH.COM, a website supporting his Cetera business. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, overseeing more than $256 billion in assets through over 10,000 advisors nationwide.

Brendan Sheehy is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Prior to his financial services career, he spent six years with the Valley View School District. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm’s approach includes structured discovery conversations and firm-approved planning tools, managing approximately $2.74 trillion in client assets.