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.

Tyren Tornincasa is a financial advisor at Cetera with 14 years of industry experience. He holds the Series 66 and Series 63 credentials and has worked previously at Bank of America, Merrill, PNC Investments, and the National Planning Corporation. Outside of advising, Tornincasa is an insurance agent licensed to sell life, health, disability, long-term care insurance, and annuities, and he is affiliated with a local ironworkers union in Forest Park, Illinois. Cetera Investment Advisers LLC distributes its services through a large nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services, supporting multiple program structures and custodial relationships with over $256 billion in assets under management.

Louis Cain is a financial advisor at Edward Jones with one year of industry experience. He previously worked at St. John the Evangelist for five years and with the Fellowship of Catholic University Students for three years. Outside of his advisory role, he is involved with the Diocese of Gary as a fundraiser and religious education teacher, and serves as a tour guide for Stella Maris Tours. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

William Taratsas is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2022. His prior experience includes roles at Cetera and Lincoln Financial Distributors. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s investment approach 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.

Alexander Koleff is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on serving families by helping them preserve, grow, and pass on their wealth, working closely with clients who have developed successful careers or businesses and seek to establish a lasting legacy. His areas of expertise include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, tax minimization, and retirement income. Alexander holds a Personal Investment Advisor (PIA) designation. He earned a Master's Degree from Indiana University and a Bachelor's Degree from Wilmington College. Outside of his professional role, Alexander enjoys golfing, spending time with his family, and playing table tennis.

Justin Foley is a financial advisor with LPL Financial in Hammond, IN, holding a Series 66 designation and with 10 years of industry experience. He has worked at LPL Financial since 2016 and previously held roles at First Midwest Bank. Additionally, he serves as a wealth advisor at Old National Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Mary Galvin is a financial advisor at OSAIC with 24 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked for Woodbury Financial Services for 17 years. Outside of advising, she prepares tax returns using TurboTax software and provides referrals for property and casualty and health insurance. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on asset allocation tools, risk assessment, and access to third-party money managers.

Nikolaos Pitsas is a financial advisor with Wells Fargo Clearing in Merrillville, IN, holding Series 63 and Series 66 licenses and possessing 32 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2014 to 2016. Outside of his advisory role, he serves as power of attorney for his parents in investment-related matters. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Nicole Aguirre is a financial advisor at Merrill with a Series 66 designation and six years of experience in the industry. She previously worked at Nordstrom for ten years and has been with Bank of America, N.A. since 2026. 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 and profit-sharing plans, corporations, and charitable organizations.

Teresa Soppet is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has worked with RBC Capital Markets since 2009 and with City National Bank since 2019. Teresa serves on the board of directors for Women Employed, a nonprofit organization focused on improving the economic status of women and removing barriers. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles using a combination of in-house and third-party investment managers.

Kathryn Humecki is a CFP®-certified financial advisor with 15 years of experience, currently affiliated with Cetera. She previously worked with Avantax Advisory Services and Avantax Investment Services, and operates her own tax preparation and accounting practice. Humecki is also involved as treasurer of SoCoMCM, a nonprofit supporting the preservation of Chicago Southlands Mid-Century Modern Architecture. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a multi-manager platform with various portfolio management and financial planning options. The firm supports independent advisors through discretionary and non-discretionary programs and provides access to affiliated and unaffiliated third-party managers.

David Beveridge Jr. is a financial advisor with RBC Capital Markets in Palos Heights, IL, holding Series 63 and Series 65 designations and 39 years of industry experience. He has worked at RBC Capital Markets Corporation since 2008 and previously worked at City National Bank from 2019 to 2025. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, alongside integrated capital markets and lending capabilities.

Paul Shook is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2001. As a qualified Portfolio Manager, Paul provides traditional financial advice and guidance, as well as the discretionary management of customized investment strategies. These strategies may include individual stocks and bonds, model portfolios, and third-party investment options. He focuses on wealth management strategies tailored for business owners, professionals, and high net worth clients. Paul’s areas of expertise include retirement planning, education planning, equity and fixed income selection, portfolio management, tax minimization, and retirement income strategies. His approach involves a consultative and objective process to develop personalized plans suited to each client’s long-term financial goals, with an emphasis on managing risk throughout the implementation and monitoring phases. He utilizes the resources and research support available from Merrill Lynch to offer comprehensive services such as estate planning, liability management, and wealth management. Paul holds a bachelor’s degree in Music Engineering from the University of Miami, earned in 1982. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional role, Paul enjoys gardening, hiking, music, and running.

Brock Naaman is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has worked in various roles including at Kennected and ANALYTIC.LI prior to joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research and technology-driven strategies.

Isabella Kowalczyk is a financial advisor at LPL Financial with one year of industry experience. She holds the Series 66 designation and has prior work experience at Oak Partners, Inc., Indiana University Bloomington, Nordstrom, and other organizations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Joshua Powell is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked in technology and software roles at companies including InRule Technology, Inc. and Pegasystems Inc. Powell also owns a technology and software business, Solutions Connect Group LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

Eric Mcdowell is a financial advisor with LPL Financial in Evergreen Park, IL, holding a Series 66 license and seven years of industry experience. His prior roles include positions at Waddell & Reed and various insurance carriers associated with W&R insurance agencies. Mcdowell also works as a non-variable insurance agent through LPL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by model portfolios, third-party research, and multiple investment strategies.

Chad Stooksbury is a financial advisor with Ameriprise in Merrillville, IN, holding a Series 66 designation and three years of industry experience. He also serves as a senior tax analyst at Cornerstone CPA LLC dba MidCoast Tax, focusing on individual and business tax preparation and consulting. His prior work history includes roles at Bethel Church and CliftonLarsonAllen. 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 recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Glenn Israel is a CFP®-certified financial advisor with 22 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., where he has worked since 2022, following 13 years at Edward Jones. Outside of his advisory role, he is the CEO and branch owner of GFI Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Lisa Franklin is a financial advisor with LPL Financial in Lansing, Illinois, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. She has been with LPL Financial, including its predecessor LINSCO/PRIVATE LEDGER CORP, since 2003. 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 wide range of advisory programs and services, including financial planning, retirement plan consulting, and brokerage services, with access to model portfolios and research from in-house and third-party sources.