Martin Shreibak is a CFP® professional affiliated with LPL Financial who has 40 years of experience in the financial services industry. He previously worked at Royal Alliance Associates, Inc. for 31 years and has been with LPL Financial since 2020. Outside of his advisory work, he is a business owner involved in self-storage management and other non-investment related ventures. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various financial planning and investment management options, including access to third-party asset managers and institutional platforms, supported by extensive operational and research tools.

Lindsey Driscoll is a financial advisor with LPL Financial in Westmont, IL, holding a Series 66 designation and 17 years of industry experience. She has worked with LPL Financial since 2021 and previously spent 12 years with Waddell & Reed, Inc. Driscoll is also involved with Driscoll Strategies and One For The Kids. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by extensive technology and research resources.

Frank Rizzo is a CFP®-certified financial advisor with 39 years of industry experience, currently serving clients at LPL Financial since 2018. Prior to joining LPL, he worked at Cetera Advisor Networks and Cetera Wealth Services over a 25-year span. He also performs notarial services for his clients. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm supports its network of over 22,800 advisors with various investment platforms, including model portfolios and third-party asset management, and maintains significant non-advisory financial operations alongside its advisory business.

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.

Angela Ip is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and with 26 years of industry experience. She has been with Cetera since 2004 and also manages tax compliance reporting for clients through a separate business activity. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform with access to various program structures and custodial relationships.

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.

Hani Atassi is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 25 years of experience in financial services, having begun his career in 1996. Hani specializes in creating customized wealth management strategies that address individual client needs, with a focus on portfolio management, annuity strategies for retirement income, ERISA retirement plans, and college education planning. He also provides services related to socially responsible and values-based investing, including faith-based and Islamic-compliant strategies. Hani holds a Bachelor’s degree in Chemical Engineering from the University of Texas at Austin (1991) and an MBA in Finance from Loyola University Chicago (1994). He has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Portfolio Manager (CPM), and Personal Investment Advisor (PIA). Hani serves clients such as health care professionals and offers expertise in areas like divorce transition planning, tax minimization, and investment consulting for defined contribution plans. Outside of his professional work, Hani is involved with The Mecca Center and enjoys hiking, running, and swimming. He resides in Burr Ridge with his wife and two sons. He is fluent in both English and Arabic.

Benjamin Towsey is a Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). He earned his Bachelor's Degree from Indiana University. Benjamin's interests include basketball, chess, music, reading, soccer, spending time with his family, and volleyball.

Carson Beebe is a financial advisor with Charles Schwab, holding a Series 66 designation and 11 years of industry experience. He has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2015. Outside of his financial advisory role, he coaches youth wrestling through Beebe Trained Wrestling. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals. The firm offers advisory, brokerage, custody, and financial planning services through integrated wrap fee programs that combine non-discretionary and discretionary investment management options.

Patrick Calkins is a financial advisor with RBC Capital Markets in Oakbrook Terrace, IL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with RBC Capital Markets since 2008 and previously worked at City National Bank for seven years. Outside of his advisory role, he actively manages a rental townhouse in Bonita Springs, FL. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with investment strategies tailored to each client’s risk profile.

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.

Lawrence Nalls is a financial advisor with Primerica Advisors in Chicago, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Primerica Advisors since 1995 and Primerica Financial Services since 1993. Outside of his advisory role, he is an assistant at Forty Photography, a non-investment-related business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, operating under a tiered wrap-fee structure.

Rhianna Hubbard is a financial advisor with Primerica Advisors in Chicago, IL, holding Series 65 and Series 63 licenses and five years of industry experience. She has worked at Primerica in various capacities since 2020 and previously spent time with Chicago Public Schools and the Chicago Police Department. In addition to her advisory work, she is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, using model-based strategies provided by unaffiliated asset managers and supported by custodial services from Pershing.

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.

Jermaine Gomes is a financial advisor with Merrill in Oak Brook, IL, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with Merrill since 2009. Merrill, together 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kacper Czaplak is a Series 66 licensed advisor with Equitable Advisors, based in Oak Brook, IL. He has been with Equitable Advisors since 2025 and has prior work experience in retail and telecommunications. Equitable Advisors serves individuals across various wealth levels, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives and third-party managers.

Christopher Diaz is a financial advisor at Edelman Financial Engines with two years of industry experience. He holds the Series 66 designation and has worked at several firms including Equitable Advisors and Michael Fultz prior to joining Edelman Financial Engines. 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 and supports a large participant base through both advisor-led and online offerings.

Brennan Harrington is a CFP® and Series 66 professional at LPL Financial with four years of industry experience. His work history includes positions at Prairie Sky Financial Group and Visual Six, as well as roles within educational institutions such as Elkhart Community Schools and Indiana University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a range of investment strategies and offers technology tools for operational and research support while managing over $819 billion in discretionary assets through a large network of advisors.

Micah Shields is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2013, including a role at Morgan Stanley Private Bank, National Association, since 2015. 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 and financial planning services that utilize structured discovery conversations and firm-approved planning tools.

Jeff Huntzinger is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm focuses on non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting supported by centralized due diligence and an ESG eligibility framework.