Bradley Parks is a financial advisor at Raymond James Financial with 23 years of industry experience. He holds the ChFC® and Series 66 designations and previously worked at UBS Financial Services Inc. for 11 years before joining Raymond James in 2020. Parks is also the president of Mountain Street Advisors, LLC, a support company created for his independent contractor role. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary advice using various analytical tools and supports municipal and public finance work through a unique affiliated municipal advisor.

Nicole Portolos is a financial advisor with Ameriprise in Burr Ridge, IL, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written Recommendation Reports, with an emphasis on assets held in Ameriprise Managed Accounts and algorithmic automation in generating recommendations.

Kyle Haider is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, he partners with clients and collaborates closely throughout their financial journey, working with Fidelity's independent investors and their families to deliver service within Private Wealth Management. Kyle has been with Fidelity Investments since 2021, progressing through roles including Relationship Manager, Planning Consultant, Financial Consultant, and currently Senior Relationship Manager. Prior to Fidelity, he worked as a Financial Advisor at Edward Jones from 2019 to 2021. He holds an Arkansas Insurance License. Outside of his professional responsibilities, Kyle's personal interests include cars, family activities, traveling, and volunteering.

David Tsang is a financial advisor with LPL Financial in Oswego, Illinois, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes long-term roles at Harris Investor Services Inc and Harris Bank. Outside of advising, he serves as an assistant tennis coach at Rosary Catholic High School. 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 representatives. The firm offers a range of advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Susan Lewis is a financial advisor with LPL Financial in Naperville, IL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her career includes over two decades at Avantax Advisory Services and related firms, and she has operated her own tax preparation and bookkeeping business since 1986. Outside of advising, she owns businesses involved in truck body building and hydraulic cylinder repair. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios, along with various non-advisory financial products and lending solutions.

Brian Kiefer is a financial advisor at Osaic Wealth, Inc. with 27 years of industry experience. He holds a Series 66 credential and previously worked at Woodbury Financial Services Inc for nine years. Kiefer is president of Kiefer Financial Group, where he writes life insurance and disability insurance for businesses and individuals. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, and financial planning. The firm uses firm-provided asset-allocation tools and multiple advisory platforms to construct diversified portfolios tailored to client risk tolerances.

Eric O'Neill is a financial advisor with LPL Financial in New Lenox, IL, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked at LPL Financial since 2018 and previously at Cetera Advisor Networks from 2013 to 2018. In addition to his advisory work, O'Neill is involved in tax preparation and accounting through Financial ServiCenter Corporation and operates an entity for tax and investment purposes called Eric M. O'Neill Corporation/Hawkeye Financial Planning. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, supporting both discretionary and non-discretionary management, and provides research and model portfolio options from internal and third-party sources.

Shahzad Shamsuddin is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 13 years of industry experience. His career includes roles at firms such as Old Second National Bank, LPL Financial, and Fifth Third Securities. He is also the owner of SARZ, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services, operating a multi-manager platform with over $256 billion in assets under management.

Mark De Nicolo is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including E*Trade Securities and TD Ameritrade. 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.

Mazin Qureshi is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. His prior roles include positions at JP Morgan Chase, LCM Capital Management Inc., and FactSet. 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, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

Michael Shackel is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Thrivent since 2002. In addition to his advisory role, Shackel serves as the Supervisor on the Lemont Township Board in Cook County, Illinois, overseeing government operations and ensuring compliance with state and federal laws. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing comprehensive written recommendations across multiple financial planning areas. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account services while maintaining them as separate engagements.

Jack Strimel is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he held various roles outside the financial sector, including positions in healthcare, education, and customer service. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base ranging from retail and institutional investors to registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios across mutual funds, ETFs, and ETPs.

Joseph O'Donnell is a financial advisor at LPL Financial with 26 years of industry experience. He has been with LPL Financial since 2009 and holds Series 63 and Series 65 licenses. 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, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party resources.

Evan Chatterjee is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he was involved with Astro Labs Supplements LLC and The Red Lion. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios, including the use of systematic methodologies and oversight controls.

Benjamin Heiler is a CFP® with 10 years of industry experience, currently affiliated with LPL Financial in Plainfield, IL. He has worked with LPL Financial since 2015 and previously with Heartland Bank and Trust Company. Outside of his advisory role, he is involved in Silver Creek Gaming Lounge, a family business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management with access to model portfolios, third-party subadvisors, and technology-driven tools.

Laura Freeman is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. Her prior work includes roles at JP Morgan Chase Bank, N.A., and J.P. Morgan Securities, LLC between 2008 and 2023. Outside of her advisory work, she is involved in direct sales of Young Living Essential Oils. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by research from LPL Research and third-party subadvisors.

Mark Pingul is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He has worked at LPL Financial since 2019 and previously held positions at BMO Harris Financial Advisors and Edward Jones. Prior to his advisory career, he was employed by the New Orleans Military and Maritime Academy. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management, as well as research and model portfolios from various sources.

Jeffrey Lamb is a financial advisor with Ameriprise in Valparaiso, Indiana, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at Bank of America and Merrill. He serves on the boards of the City of Valparaiso Utility Board and the Valparaiso 21st Century School Building Corporation. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide clients with tailored, non-discretionary recommendations delivered through a centralized consulting team.

Elizabeth Pedretti is a financial advisor at Edward Jones with Series 66 credentials. She joined Edward Jones in 2025 and has a prior ten-year career at Robert Half. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Melissa Vald is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2019. She is a CERTIFIED FINANCIAL PLANNER™ with experience working with high net worth clients since 2005, providing comprehensive financial planning that includes retirement and income planning, tax-efficient investing, and estate plan considerations. Her career in financial services includes roles as a Financial Planning Associate at Wells Fargo from 2015 to 2019, and at Morgan Stanley from 2007 to 2015, as well as serving as a Financial Advisor at Morgan Stanley from 2005 to 2007. Melissa holds a California Insurance License. Outside of her professional work, Melissa enjoys family activities, theater, traveling, and volunteering.