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.

John Paetsch is a financial advisor at Ameriprise Financial Services with 10 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2016 to 2026. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with a tax-aware approach. The firm’s retirement income recommendations are supported by investment research and proprietary tools, with a non-discretionary implementation process.

Christopher Diaz is a financial advisor at Edelman Financial Engines with two years of industry experience. He holds the Series 66 designation and has worked at several firms including Equitable Advisors and Michael Fultz prior to joining Edelman Financial Engines. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large participant base through both advisor-led and online offerings.

Susan Kang is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at Prudential Insurance Company of America since 1997, including 27 years with Pruco Securities, LLC. Kang is also involved with A.S.K Financial and Insurance Services, providing health insurance-related services. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a variety of brokerage and insurance products within an integrated platform.

Brennan Harrington is a CFP®-designated financial advisor with LPL Financial in Oak Brook, IL, and has four years of industry experience. His prior roles include positions at Prairie Sky Financial Group and Visual Six, along with experience in education at Elkhart Community Schools and Indiana University. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to various model portfolios and research sources.

Micah Shields is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2013, including a role at Morgan Stanley Private Bank, National Association, since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services that utilize structured discovery conversations and firm-approved planning tools.

Jeff Huntzinger is a financial advisor with J.P. Morgan Securities in Hinsdale, IL, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been with J.P. Morgan Securities since 2014. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory model. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Joe Estes is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to his current role, he worked at Wells Fargo Advisors LLC for seven years. Outside of his advisory work, he serves as a trustee of his mother's trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Mark Loftus is a CFP® professional affiliated with Raymond James Financial in Downers Grove, Illinois, with 38 years of industry experience. He has held roles at Morgan Stanley and founded several business entities including Independent Wealth Partners and Loftus & Preusser Wealth Partners. His business activities involve managing multiple wealth management brand partnerships co-branded with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports specialized municipal and public-finance work that is uncommon among large institutional advisors.

Dave Eklin is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2016. Prior to this role, he worked as a Financial Advisor at Edward Jones from 2013 to 2016 and as an Equity Options Derivatives Trader at Infinium Capital Management from 2009 to 2012. In his current role, Dave focuses on listening to his clients to understand their financial goals and collaborates with them to create, implement, and maintain financial plans that support their desired lifestyles. He leverages various resources to help clients work towards achieving their financial objectives. Outside of his professional work, Dave engages in family activities and enjoys fitness, football, golf, spending time at the lake, and photography.

Joseph Mendes is a financial advisor with J.P. Morgan Securities in Bloomingdale, IL, holding Series 66 and Series 63 licenses and four years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A. since 2021, as well as prior positions in wireless communications and retail. 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 applying an ESG eligibility framework in its recommendations.

Peter Ledebuhr is a financial advisor with LPL Financial in Naperville, IL, holding a Series 66 designation and 25 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Samuel Herr is a Financial Advisor with Merrill Lynch Wealth Management. He works with individuals, families, and business owners to develop personalized financial strategies aimed at pursuing their financial goals and managing major life transitions. Samuel emphasizes building lasting client relationships through thoughtful guidance, comprehensive planning, and understanding each client's unique priorities and aspirations. Samuel's expertise includes retirement planning, wealth accumulation, investment management, and wealth transfer. He approaches financial advising as a collaborative process, focusing on disciplined planning and investment strategies to help clients stay on track toward their short- and long-term objectives. His work covers a range of needs from general investing to preparing for unexpected life events. He holds a Bachelor's Degree from the University of Notre Dame and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Outside of his professional role, Samuel enjoys cooking, golfing, ice hockey, music, spending time with his family, and traveling.

Tyler Engel is a financial advisor at Equitable Advisors with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Axa Advisors and Wells Fargo Advisors. He is also the owner of Engel Wealth Management LLC and serves as a financial advisor at Life Loyal Advisors, both roles with no compensation reported. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and provides both advisory and brokerage/insurance services.

Cassandra Duernberger is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and has previously worked at Mennenga Tax & Financial, Harbour Investments, Inc., and Edward Jones. Duernberger serves on the Board of Directors for A Just Brew, Inc. and assists with tax preparation and consulting at Tax & Accounting Solutions, LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement planning, tax-aware withdrawal strategies, and dependable income sources.

Arturo Abarca is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked with various branches of JPMorgan Chase since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Todd Cherrington is a financial advisor with LPL Financial in Naperville, IL, holding a Series 66 designation and eight years of industry experience. He has worked at LPL Financial since 2018 and previously at BMO Harris Financial Advisors and BMO Harris Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

David Soper is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Woodbury Financial Services, Inc. for 13 years prior to joining OSAIC in 2024. Outside of his advisory work, he is co-owner of Salon St. Clair, a hair salon operated by his spouse. OSAIC serves a diverse client base including individual and high-net-worth investors, institutions, and charitable organizations, providing integrated brokerage and advisory services across multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include a range of investment vehicles, offering both discretionary and non-discretionary account management.

Richard Sharp Jr. is a financial advisor with LPL Financial in Aurora, Illinois, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with LPL Financial since 2010. 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 financial planning and advisory programs, including retirement plan consulting and brokerage services, with both discretionary and non-discretionary management options.

Brandon Self is a financial advisor with Ameriprise in Naperville, IL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Ameriprise since 2009 and has been associated with H & R Block Financial Advisors, Inc. since 1999. Outside of his advisory role, he is involved in a business ownership activity unrelated to investment management. Ameriprise serves individuals approaching or in retirement, offering a specialized retirement-income planning service that provides detailed, non-discretionary recommendation reports. The firm employs a combination of research, modeling, and tax-efficiency analysis to support clients with assets generally exceeding $1 million.