Dennis Giese is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2010, and previously worked at Woodbury Financial Services and SPC. Outside of his advisory work, he owns Giese Financial Group, which is involved in the sale of various lines of insurance. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and offers access to third-party advisers and proprietary model strategies under the Founders Gate Capital brand.

John Hayes is a financial advisor with Charles Schwab & Co., Inc. in Naperville, IL, holding Series 66 and Series 63 licenses and bringing nine years of industry experience. His prior roles include positions at Edward Jones, JP Morgan Securities LLC, Nel Pretech Corporation, and Relevant Business Consultants. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers multi-asset model portfolios supported by a centralized operational structure.

Ryan Zelenika is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2020, progressing through positions including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. As a CERTIFIED FINANCIAL PLANNER™, Ryan collaborates with clients and their families to build financial plans and develop diversified investment strategies aimed at helping them work toward their life goals. Throughout his career at Fidelity Investments, Ryan has gained experience in financial planning and investment consulting. His approach focuses on creating tailored strategies that support clients' financial objectives. Outside of his professional duties, Ryan enjoys golf, traveling, and volunteering.

Martin Painter is a financial advisor with Primerica Advisors in Wheaton, IL, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1982. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Luke Long is a Series 66-designated financial advisor with Fidelity in Naperville, IL, bringing one year of industry experience. His prior work includes roles at Sweetener Supply Corporation and the University of Kansas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment approach that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Michael Cook is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has worked with Ameriprise since 2009 in various capacities. Outside of advising, he owns SCS Corp, a business management entity unrelated to investment activities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written reports and ongoing advice. The firm’s approach integrates investment research, third-party data, and algorithmic tools, emphasizing dependable income sources and tax-aware withdrawal strategies.

Thomas Dusing is a Financial Consultant currently working at Fidelity Investments since 2014. He has a professional background that includes roles as a Relationship Manager Associate at Credit Suisse Private Bank USA from 2012 to 2014, a Private Banker Associate at JP Morgan Private Bank from 2010 to 2012, and as a Senior Product Development Analyst at Driehaus Capital Management LLC from 1999 to 2010. In his current role, Thomas focuses on understanding the unique financial journeys of families by building meaningful relationships. He collaborates with clients to evaluate and refine their financial strategies, ensuring alignment with their core values and long-term life goals.

Anthony Ferrazzi is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at Bank of America since 2018 and Merrill since 2016. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jacob Wiggins is a financial advisor with Fidelity Investments in Naperville, IL, holding a Series 66 designation and two years of industry experience. Prior to his current role, he has experience working at various organizations including Chipotle and Stratos Wealth Partners. Outside of his advisory work, he coaches volleyball for the Future Volleyball Club. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Vijay Thakkar is a CFP® with 34 years of experience in the financial services industry. He is affiliated with Cetera and has held roles there since 1991, currently serving under its institutional platform. In addition to his advisory work, Thakkar owns Vijay Thakkar & Associates Ltd, a business focused on accounting, tax preparation, and payroll processing. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large nationwide network of independent advisors, offering a range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform that provides advisors with various program options and access to third-party managers.

Douglas Grove is a financial advisor at Thrivent Investment Management with 31 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Principal Life, MassMutual, Fidelity Investments, and Thrivent Financial. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based, holistic financial planning without discretionary portfolio management. The firm’s approach includes periodic reviews and allows clients to combine planning with managed-account services through an integrated billing option.

Kyle Mcbroom is a financial advisor with LPL Financial in Lisle, Illinois, holding Series 63 and Series 65 designations and 28 years of industry experience. His prior roles include positions at MSI Financial Services, Opus Wealth Management Group, Level Four Advisory Services, and Good Life Advisors, where he currently provides investment advisory services through an independent firm. Outside of his advisory work, he is associated with Bigdog Dadddy LLC, a business entity maintained 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 advisory services including financial planning, model portfolio programs, and institutional platforms, combining a broad advisory platform with extensive non-advisory financial activities.

Bradley Parks is a financial advisor at Raymond James Financial with 23 years of industry experience. He holds the ChFC® and Series 66 designations and previously worked at UBS Financial Services Inc. for 11 years before joining Raymond James in 2020. Parks is also the president of Mountain Street Advisors, LLC, a support company created for his independent contractor role. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary advice using various analytical tools and supports municipal and public finance work through a unique affiliated municipal advisor.

Kyle Haider is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, he partners with clients and collaborates closely throughout their financial journey, working with Fidelity's independent investors and their families to deliver service within Private Wealth Management. Kyle has been with Fidelity Investments since 2021, progressing through roles including Relationship Manager, Planning Consultant, Financial Consultant, and currently Senior Relationship Manager. Prior to Fidelity, he worked as a Financial Advisor at Edward Jones from 2019 to 2021. He holds an Arkansas Insurance License. Outside of his professional responsibilities, Kyle's personal interests include cars, family activities, traveling, and volunteering.

David Tsang is a financial advisor with LPL Financial, holding Series 63 and 65 credentials and bringing 27 years of industry experience. He has worked with Harris Investor Services Inc and Harris Bank for over two decades. Outside of his advisory work, he serves as an assistant tennis coach at Rosary Catholic High School. 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, supported by technology tools and a broad array of non-advisory financial products.

Philip Harwood is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2023 and previously worked at Wells Fargo Clearing from 2016 to 2023. The firm provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a wide range of planning options including retirement, education, and business-owner transition planning. Wells Fargo Advisors Financial Network supports advisors with proprietary research and tools and integrates advisory services with other financial products and referral channels.

Susan Lewis is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. Her career includes extensive tenure at Avantax Advisory Services and Avantax Investment Services, spanning over two decades, alongside owning Susan S. Lewis Ltd, a tax preparation and bookkeeping business. She also owns two businesses in manufacturing and repair, Ideal Truck Body, Inc. and Repair Me, Inc. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and advanced research and operational tools.

Kyle Harper is a financial advisor with LPL Financial in Lisle, IL, holding the ChFC® and Series 66 credentials and bringing 15 years of industry experience. His prior roles include positions at Good Life Advisors, LLC, Level Four Advisory Services, LLC, Opus Wealth Management Group, and MSI Financial Services, Inc. Outside of his advisory work, he is involved in entrepreneurship through HWMG Enterprises LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Dino Marnell is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services, Inc. and at his own firm, Marnell Financial Services, which he has operated since 2001. Outside of his advisory role, he serves as a board member for Laundry World Company of Berwyn and LWC Property, LLC, where he is involved in long-term business decision-making. OSAIC Wealth serves a diverse client base including retail investors, high-net-worth households, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach that emphasizes model-based asset allocation, portfolio optimization, and multiple program options including Unified Managed Accounts and third-party money manager programs.

John Vanderpool is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley, and Merrill. Outside of finance, he was involved in a painting business from 2014 to 2017. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide annual recommendation reports, emphasizing managed accounts and using algorithmic tools overseen by a dedicated committee.