Zachary Dungee is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and eight years of industry experience. He previously worked at Ameriprise Financial Services from 2016 to 2024. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, offering goal-based financial planning without discretionary trading authority and separate managed-account options under a consolidated billing system.

Michael Sloan is a financial advisor at LPL Financial with 30 years of industry experience. He previously worked at Wayne Hummer Investments for 15 years before joining LPL Financial in 2025. Sloan holds Series 63 and Series 65 designations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and retirement plan consulting, utilizing research, model portfolios, and advanced technologies to support diversified strategies.

John Verbeke is a financial advisor with UBS Financial Services in Batavia, IL, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with UBS since 2006. Outside of his advisory role, he serves as a backup trustee for a personal living trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Brian Graf is a financial advisor with LPL Financial based in Plainfield, IL, holding Series 63 and Series 66 licenses and having 29 years of industry experience. He has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

John Burbidge Jr. is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and the Stephen Buechele Insurance Agency. Fidelity’s Strategic Advisers LLC, where he is employed, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various asset classes.

Michael Dusek is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and no prior industry experience. His background includes roles outside of finance, such as working at the United Center, Prairie Landing Golf Club, and Muscle Beach Nutrition. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars with an emphasis on collaborative, goal-based planning using firm-approved analytical tools.

Hani Atassi is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 25 years of experience in financial services, having begun his career in 1996. Hani specializes in creating customized wealth management strategies that address individual client needs, with a focus on portfolio management, annuity strategies for retirement income, ERISA retirement plans, and college education planning. He also provides services related to socially responsible and values-based investing, including faith-based and Islamic-compliant strategies. Hani holds a Bachelor’s degree in Chemical Engineering from the University of Texas at Austin (1991) and an MBA in Finance from Loyola University Chicago (1994). He has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Portfolio Manager (CPM), and Personal Investment Advisor (PIA). Hani serves clients such as health care professionals and offers expertise in areas like divorce transition planning, tax minimization, and investment consulting for defined contribution plans. Outside of his professional work, Hani is involved with The Mecca Center and enjoys hiking, running, and swimming. He resides in Burr Ridge with his wife and two sons. He is fluent in both English and Arabic.

Benjamin Towsey is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His previous work includes roles at Bank of America, Home Depot Inc, and Indiana University. He also spent time with Inverness Golf Club. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Carson Beebe is a Series 66-licensed financial advisor at Charles Schwab with 10 years of industry experience. He has been with Charles Schwab Bank and Charles Schwab & Co., Inc. since 2015. Outside of his advisory role, he coaches youth wrestling through Beebe Trained Wrestling. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering integrated advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed-account solutions.

Patrick Calkins is a financial advisor with RBC Capital Markets in Oakbrook Terrace, IL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with RBC Capital Markets since 2008 and previously worked at City National Bank for seven years. Outside of his advisory role, he actively manages a rental townhouse in Bonita Springs, FL. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with investment strategies tailored to each client’s risk profile.

Joseph Murphy is a financial advisor with Charles Schwab in Orland Park, IL, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Schwab, he worked at Republic Bank of Chicago and Patrick Murphy State Farm. Outside of finance, he officiates youth and high school baseball games through Official Finders LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary investment recommendations and access to discretionary separately managed accounts. The firm’s integrated structure combines advisory, brokerage, custody, and cash-sweep services for a broad client base.

Joshua Sargeant is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and bringing two years of industry experience. Prior to joining Schwab, he worked at J.P. Morgan Securities and has experience in the hospitality sector, including a role as a bartender at Za Za Trattoria. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a mix of non-discretionary advisory relationships and access to discretionary separately managed accounts.

John Witt is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Wells Fargo Advisors since 2016. Witt is the owner of Witt Wealth Management, an investment-related business based in Chicago that operates within the Wells Fargo Finet practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for its clients.

Denis Hedderman is a financial advisor with Ameriprise in Oak Lawn, IL, holding a Series 66 designation and 28 years of industry experience. He has worked with Ameriprise since 2018 and previously with Investment Professionals Inc for five years. He also serves as a financial advisor with Republic Bank. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement who meet specific asset criteria. The firm offers a range of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to deliver tailored retirement recommendations.

Jermaine Gomes is a financial advisor with Merrill in Oak Brook, IL, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with Merrill since 2009. Merrill, together 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stewart Burchfield is a financial advisor with LPL Financial who holds a Series 66 designation and has 23 years of industry experience. Prior to joining LPL Financial in 2020, he worked with TIAA-CREF from 2015 to 2020. He is president of Burchfield Investments Group, a business entity established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management supported by proprietary and third-party research.

Robert Bailie is a financial advisor at Ameriprise in Darien, IL, with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Bank of America and Merrill. Bailie has been with Ameriprise and its affiliates since 2017. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, supported by a centralized consulting team and algorithmic tools.

Mary Whitehead is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. She holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when making recommendations.

Luis Solis is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His work history includes roles at Bank of America, Merrill, Aurora University, and various retail and service positions. 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.

Milton Flanagan is a financial advisor at OSAIC in Warrenville, IL, with 26 years of industry experience. He holds the ChFC® designation along with Series 63 and 65 licenses. Prior to joining OSAIC in 2024, he spent ten years at Woodbury Financial Services, Inc. Flanagan is president of the Gerard Radice Educational Foundation, which provides scholarships, and he also teaches a retirement preparation class as adjunct faculty. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients, offering integrated brokerage and advisory services. The firm employs various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.