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.

Cassidy Leonard is a Financial Advisor at Merrill Lynch Wealth Management. She works closely with clients to create personalized investment strategies tailored to their individual goals and financial circumstances. Her approach emphasizes understanding what matters most to her clients and adapting their portfolios as their needs evolve. With expertise in areas including college education planning, liquidity management, managing new wealth, personal retirement planning, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income, Cassidy provides comprehensive financial guidance. She holds designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), and earned her bachelor's degree from the University of Alabama. Outside of her professional role, Cassidy has interests that include antiquing, football, gymnastics, ice skating, music, skiing, spending time with family, traveling, watching movies, and practicing yoga.

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.

Arturo Abarca is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Chase and J.P. Morgan Securities. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools, with an emphasis on advisory roles rather than individual security recommendations.

Todd Cherrington is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has previously worked at BMO Harris Financial Advisors and BMO Harris 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Federico Rodriguez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. He has worked with J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their program emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

John Baggio is a financial advisor with Primerica Advisors in Orland Park, IL, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Primerica Advisors since 1996 and Primerica Financial Services since 1995. Outside of advising, he is involved in sales of loan products and home-related service referrals through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm primarily uses model-delivery strategies from unaffiliated asset managers and provides advisory services through a large network of financial advisors.

William Conte is a financial advisor with Morgan Stanley in Orland Park, Illinois, holding Series 63 and Series 66 licenses and having 38 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Conte serves as a board member of the Joliet Junior College Foundation Association. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and incorporates various investment and risk modeling techniques in its advisory services.

Jordan Twidell is a Financial Consultant currently working at Fidelity Investments. He has held various roles within Fidelity, including Investment Consultant, Planning Consultant, and Relationship Manager, demonstrating a progressive career in financial services since 2020. Prior to joining Fidelity, Jordan worked at Northwestern Mutual, where he served as an Associate Wealth Management Advisor and Financial Representative between 2016 and 2020. Throughout his career, Jordan has developed expertise in wealth management, investment consulting, and client relationship management. His professional focus is on providing diligent and personalized financial advice, treating each client's financial situation with individual attention. Outside of his professional work, Jordan has interests in cars, fitness, golf, and parenthood.

Marc Desmarteau is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 designations. He has 21 years of industry experience, with prior roles at VOYA Financial Advisors and Waddell & Reed. Outside of his advisory work, he is involved in independently owned businesses including a college funding resource and provides seminars on veterans benefits. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and provides access to third-party advisers and proprietary model strategies.

Franz Merkendorfer is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2017. His prior work includes a role at Mickeys Linen in 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a central manager solutions team and incorporates an ESG eligibility framework.

William Bloom III is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Woodbury Financial Services, Inc. for 10 years. Bloom serves as president of Bloom Financial, Co. and is the author of a forthcoming retirement book aimed at boaters. He is also a board member of the Chicago Yacht Club. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm utilizes a model-based investment approach and offers a range of advisory and brokerage services through a multi-advisor platform.

Michael Malone is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 designations and has worked with J.P. Morgan entities since 2017. His prior experience includes a position at Nissan in 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to develop model allocations and incorporates an ESG eligibility framework in its recommendations.

Benjamen Sisk is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. He holds a Series 66 license and operates out of Minooka, IL. Outside of his advisory role, Sisk is the owner of a rental property business, Sisk Properties, LLC. 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 with a large network of financial advisors, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Alvaro Zavala Jr. is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018, following prior roles at US Bank and H&R Block. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities.

Sandra Nasby is a financial advisor with LPL Financial in Naperville, IL, holding Series 65 and Series 63 designations and three years of industry experience. Her prior work includes roles at BMO Bank NA and Helzberg Diamonds. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Patrick Dunne is a financial advisor with Edward Jones in Oak Lawn, Illinois, holding Series 63 and Series 66 credentials and having 43 years of industry experience. He has been with Edward Jones since 1982. Outside of his advisory role, he owns and maintains a commercial property in Oak Lawn. 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 solutions supported by a large nationwide network of advisors and branch offices.

Tyler Berg is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Equitable Financial Life Insurance and Equitable Advisors LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary program focuses on asset allocation advice, investment manager searches, and performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Maria Perea is a Planning Consultant at Fidelity Investments, a position she has held since 2026. She has been with Fidelity Investments since 2024, initially serving as a Financial Representative before advancing to her current role. Prior to joining Fidelity, Maria worked as a Relationship Banker at JPMorgan Chase from 2017 to 2024. With many years of experience in the financial industry, Maria focuses on understanding each client's goals and supporting their financial planning efforts through thoughtful guidance, organization, and consistent follow-through. She emphasizes building strong client relationships based on trust, clear communication, and genuine care, aiming to help clients feel informed and supported over time. Outside of her professional career, Maria enjoys attending concerts, participating in family activities, fitness, social events with friends, playing tennis, and traveling.

Adam Griffiths is a financial advisor with Cambridge Investment Research Advisors in Mokena, IL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at VOYA Financial Advisors and leadership at Lionheart Financial. Outside of advising, he is an author and founder of a scholarship program, and he serves as a financial coach through his own firm. Cambridge Investment Research Advisors, Inc. serves a broad mix of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management across multiple platforms.