Deborah Chinnapillai is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and over 41 years of industry experience. Her career includes long-term roles at Waddell & Reed and managing her own advisory practice before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs with access to research, model portfolios, and technology-driven solutions.

Todd Bertrand is a financial advisor with Wells Fargo Clearing in Merrillville, Indiana, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Susan Wu is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has worked at J.P. Morgan Securities since 2014 and has been with JPMorgan Chase Bank, N.A. since 2024. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Steven Samson is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012, with prior experience at JPMorgan Chase Bank dating back to 1993. He also managed the Steven Samson Living Trust from 2014 to 2017. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Adam Skotnicki is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. Prior to joining LPL Financial in 2023, he worked at JP Morgan Chase Bank and J.P. Morgan Securities, where he spent over a decade. His other business activities include involvement with several investment-related entities affiliated with LPL Financial, as well as a business entity for tax and investment purposes. 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 investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management supported by model portfolios and research.

Chelsea Wagers is a financial advisor with J.P. Morgan Securities in Orland Park, IL, holding Series 63 and Series 65 licenses and 13 years of industry experience. Her career includes multiple roles at JPMorgan Chase Bank, J.P. Morgan Securities, and U.S. Bancorp Investments. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, applying a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Kristen Fuller is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked at Prudential Insurance Company of America since 2012 and Pruco Securities, LLC from 2010 to 2024. Fuller is involved in Prudential-sponsored non-variable insurance activities. LPL Enterprise serves a diverse clientele, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through a combination of advisory and brokerage channels.

Jeffrey Torok is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Edward Jones from 2016 to 2023. Outside of his advisory roles, he officiates high school girls and boys basketball. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains specialized services such as municipal advisory work and a SIMPLE IRA Employer Advisory & Consulting Services program.

William Hackett is a financial advisor at Wave & Breakout L.L.C. in Orland Park, Illinois, with 27 years of industry experience. He previously worked at Waddell & Reed Inc. from 2014 to 2018. Hackett serves as the Finance Committee Chair for St. Julies Billiart Church in Tinley Park, Illinois. Wave & Breakout L.L.C. is an independent firm with a single advisor that offers personalized financial advisory services.

Gary Fabian is the sole advisor at Gary Fabian and Associates Incorporated, an independent firm based in Riverdale, IL. He holds Series 63 and Series 65 designations and has 28 years of industry experience. He has worked at Stephen A. Kohn & Associates, Ltd. since 2003 and has been involved with Asian Elements, a young Asian professional networking organization, since 2002. Gary Fabian and Associates Incorporated serves clients with a personalized approach characteristic of a single-advisor independent firm.