Joshua Castillo is a financial advisor with LPL Financial and holds the Series 63 and Series 65 designations. He has 14 years of industry experience, including roles at LPL Financial since 2021 and BMO Harris since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, utilizing various investment strategies supported by research and technology tools.

Anthony Tyree is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2023. In this position, he leads a team of financial professionals focused on delivering a customer experience centered around planning for clients' financial goals. Prior to this role, he served as a Financial Consultant at Fidelity Investments from 2020 to 2023. Anthony has extensive experience in the financial services industry, having worked with TIAA from 2013 to 2020. During his time there, he held various positions including Wealth Management Advisor, Client Relationship Consultant, Senior Financial Consultant, and Financial Consultant. This progression reflects his broad expertise in wealth management and client relationship consulting. No information about his education, credentials, personal interests, or community involvement has been provided.

Sam Bournias is currently serving as Vice President and Financial Consultant at Fidelity Investments, a position held since 2026. With over a decade of experience at Fidelity Investments, Sam has progressed through various roles including Financial Consultant, Investment Consultant, and Financial Representative since 2015. Sam focuses on building strong relationships to understand unique financial goals and needs, utilizing Fidelity's technology and comprehensive planning tools to create tailored financial plans. This approach underscores a commitment to understanding, honesty, and integrity in financial advising. Outside of professional responsibilities, Sam's personal interests include beach activities, cars, comedy, family activities, outdoor adventures, and traveling.

Kelly Hacker is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise, Wintrust Investments LLC, Charles Schwab, and Morgan Stanley Smith Barney LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial products, such as insurance-related vehicles and bank deposit sweep options.

David Chamberland is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and firm-approved methodologies in its financial planning process.

Timothy O'Connor is a CFP® with 39 years of industry experience, currently advising at Ameriprise Financial Services, LLC. His prior experience includes roles at Wells Fargo Clearing and Morgan Stanley Dw Inc. He is also president of Green Marble Partners Inc., where he manages the financial operations of his franchise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Scott Talbot is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2000. In this capacity, he partners with clients to develop customized wealth plans aimed at helping them achieve their financial goals and dreams. His work involves assisting clients in capitalizing on opportunities and protecting against financial risks. The biography does not provide details regarding his education, credentials, personal interests, or community involvement.

Brian Pappalardo is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in financial services in 2000 and joined Merrill in 2006, where he works alongside his father, Brian, a veteran of the industry. Brian has developed long-standing relationships with many clients who have known him since childhood, with these connections often spanning multiple generations. His approach focuses on building deep, personal bonds and helping clients achieve their financial goals. With experience navigating both volatile and thriving market conditions, Brian emphasizes a deliberate and conservative investment style. He supports clients in removing emotional decision-making from their financial choices, encouraging a focus on long-term results aligned with their needs and objectives. His client focus areas include divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, retirement planning, philanthropic planning, portfolio management, small business strategies, and individual and corporate investment strategies. Brian earned a bachelor's degree from Western State College of Colorado. He holds the professional designations of Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He resides in Crystal Lake, Illinois, with his wife, Julia. Brian has been engaged in ice hockey since childhood and continues to play and coach his four children. His personal interests also include gardening, cooking, and traveling.

Shawn Viane is a financial advisor with Fidelity Investments, holding a Series 66 designation and two years of industry experience. His prior work includes various roles at Fidelity and positions at University of Illinois, Paramount Staffing, Aneres Recruiting, and Jerry's Hockey. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a systematic investment approach that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.

Christopher Mikolajczewski is a financial advisor with LPL Financial, holding a Series 66 credential and 18 years of industry experience. His prior roles include positions at Morgan Stanley, Edward Jones, SPC, and Sigma Financial. Outside of his advisory practice, he owns Eagle Vigilance Training & Consulting, which provides self-defense and concealed carry training, and works as a part-time high school sports announcer. 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.

Jeffery Rozovics is a CFP® professional with 24 years of industry experience, currently advising at Cetera since 2025. His prior roles include positions at Avantax Advisory Services and multiple entities within Cetera dating back to 2002. Outside of financial advising, he manages an accounting and tax firm, Rozovics Group LLP, and serves on the Des Plaines Fire Pension Board, in addition to coaching Brazilian Jiu Jitsu. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse investment management options, including model portfolios, third-party managers, and customized strategies, operating with a large nationwide network of advisors.

Stephen Todd is a financial advisor with Mass Mutual Investors Services in Crystal Lake, IL, holding Series 63 and Series 65 licenses. He has 38 years of industry experience, having worked with Mass Mutual Investors Services since 1988 and MassMutual Life Insurance Company since 1986. Additionally, he is involved in sales as an agent with The Todd Group, specializing in property and casualty, health, and group life insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses detailed client information and firm-approved software tools to develop collaborative, annual financial plans, with implementation conducted through separate brokerage or insurance arrangements.

Russell Olsen is a financial advisor at Edward Jones with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 1999. Prior to that, he worked at Sandhurst Securities Ltd. since 1986. 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 and operates under a fiduciary standard, supported by a nationwide network of more than 23,000 financial advisors.

John Hanlin is a financial advisor with Wells Fargo Advisors who holds a Series 66 designation and has 25 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Hanlin serves as a board member for Rose Farm Estates HOA in Woodstock, Illinois. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, risk, wealth-transfer, business-owner transition, sports and entertainment, special-needs, and divorce planning.

Jennifer Neighbors is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a team of Wealth Advisors. The firm’s non-discretionary program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a forward-looking investment approach.

Audrey Pickering is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 credential and bringing 13 years of industry experience. She has been with Morgan Stanley since 2016. 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, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools to support client decision-making.

Stephen Mactavish is a financial advisor at LPL Financial with 27 years of industry experience and holds the Series 66 designation. His prior roles include positions at Purshe Kaplan Sterling Investments and CAFG Wealth Management. He is involved with Mactavish Financial, an entity supporting his LPL business, and engages in non-variable insurance activities. 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 provides financial planning and advisory services through a large network of representatives using various investment strategies and technology tools.

Kelly Mc Kay is a financial advisor at Edward Jones in Elgin, IL, holding Series 63 and Series 65 licenses. Mc Kay has been with Edward Jones since 2021, with a total of six years at the firm and no prior industry experience before that. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets across a broad network of financial advisors and offers a variety of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Sheldon Clark is a financial advisor at Edward Jones with 22 years of industry experience. He has held Series 63 and Series 66 licenses and has been with Edward Jones since 2004. Clark has ownership interest in VS Clark Investments, LLC, a family estate business based in Boise, Idaho. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jeff Crum is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 1994. He has been in the financial services industry for 35 years, beginning his career as a Financial Advisor at Prudential Bache Securities from 1990 to 1994. Jeff focuses on the process of financial planning at the beginning of client relationships, emphasizing the unique nature of each client's situation. He partners with clients to address what is important to them and their families, developing tailored game plans. Outside of his professional work, Jeff enjoys boating, family activities, fitness, golf, and spending time at the lake. He is also involved in volunteering.