Michael Sharples is a CFP® with 33 years of industry experience, currently serving as a financial advisor at LPL Financial since 2010. Prior to joining LPL, he worked at Edward Jones for four years. He also operates a business entity, MKS Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and institutional platforms, supported by a large network of advisors and advanced operational tools.

Arthur Remiasz is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2013, also working at JPMorgan Chase Bank from 2012 to 2018. 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 with forward-looking capital market assumptions, supporting recommendations that may include ESG criteria.

Louis Pinto is a financial advisor with Edward Jones in Orland Park, IL, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Omar Martinez Ortiz is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. His prior work includes seven years at Guardian Industries and ongoing roles at Merrill and Bank of America. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, and other institutions, with portfolio implementation tailored by strategy and client preferences.

Jacob Cate is a financial advisor with LPL Financial in Downers Grove, IL, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He previously worked at Masus Financial Group, Ltd. from 2015 to 2019 before continuing with LPL Financial since 2014. Outside of his advisory work, Cate has a partial ownership interest in an insurance agency based in Downers Grove. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions and supports its advisors with research tools and multiple investment platforms.

Cesar Tovias is a financial advisor at J.P. Morgan Securities with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2012, having also worked at JPMorgan Chase Bank, N.A. since 2002. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and may incorporate ESG criteria, supported by broader derivatives and commodities capabilities.

David Gustafson is a financial advisor at LPL Financial with four years of industry experience. He holds Series 66 and Series 63 designations. His prior experience includes roles at J & J Ventures Inc, PNC Bank, and Chase Bank NA. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Jack Wallace is an Investment Consultant at Fidelity Investments. He is actively involved in educating clients on retirement planning, including income and investment strategies. Jack has progressed through several roles at Fidelity Investments, starting as a Financial Representative in 2024, then serving as a Relationship Manager from 2025 to 2026, followed by a position as Planning Consultant in 2026 before assuming his current role. His experience encompasses various facets of financial consulting, with a focus on retirement planning and investment guidance. Outside of his professional responsibilities, Jack engages in family activities and enjoys fitness pursuits, as well as playing football and golf. He also spends time at the lake.

Patrick Hayes Sr. is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 2007. Based in Orland Park, IL, he provides advisory services through the firm’s established platform. Stifel serves a broad range of clients including individuals, institutions, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach uses a proprietary methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

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.

Stewart Burchfield is a financial advisor with LPL Financial, holding a Series 66 credential and 24 years of industry experience. His prior roles include positions at TIAA-CREF, J.P. Morgan Securities, Chase Investment Services, Banc One Securities, and Morgan Stanley. He is the president and sole owner of Burchfield Investments Group, a business entity used for tax and investment purposes. 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 financial planning and investment management services through a large network of advisors, combining advisory platforms with extensive non-advisory financial activities.

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.

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.

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.

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.

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.

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.