Patrick Mcnamara is a CFP® professional with 19 years of experience, currently serving as a financial advisor at LPL Financial since 2009. He also operates a tax preparation and accounting service, McNamara & Toscano Tax Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individual clients, retirement plans, banks, corporations, and nonprofits. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Christopher Shriver is a financial advisor at Ameriprise with 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Shriver holds the Series 66 designation and is based in Orland Park, IL. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice, using a combination of internal research and third-party data.

Lizbeth Menjivar is a Financial Consultant at Fidelity Investments, where she has been serving since 2024. She has held various roles within Fidelity Investments since 2019, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Lizbeth has experience in helping customers develop customized financial plans aimed at assisting families in working towards their long-term financial objectives. She focuses on building relationships to understand each client's personal, professional, and financial goals, enabling the creation of tailored financial strategies. Outside of her professional work, Lizbeth enjoys family activities, food, Pilates, traveling, volunteering, and yoga.

William Flowers is a financial advisor with LPL Financial, holding the CFP® designation and Series 66 license, and has 17 years of industry experience. He worked at Edward Jones for 14 years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, employing both discretionary and non-discretionary management supported by internal and third-party research.

Philip Ruggio is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with Metlife Securities Inc. for 25 years. Ruggio is also an independent insurance agent specializing in fixed annuities. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative annual planning using firm-approved analytical tools and offers a range of programs including wrap accounts, money-manager programs, and educational seminars.

Todd Daley is a financial advisor with J.P. Morgan Securities, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 21 years of industry experience, including prior roles at Charles Schwab and Charles Schwab Bank. Outside of his advisory work, he has maintained an active eBay seller business for over a decade. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Kenneth Castillo is a Series 66-licensed financial advisor with Edward Jones in Tinley Park, IL, where he has worked since 2012. He has 13 years of industry experience. 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 options supported by a nationwide network of more than 23,700 financial advisors.

Louis Cain is a financial advisor at Edward Jones with one year of industry experience. He previously worked at St. John the Evangelist for five years and with the Fellowship of Catholic University Students for three years. Outside of his advisory role, he is involved with the Diocese of Gary as a fundraiser and religious education teacher, and serves as a tour guide for Stella Maris Tours. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Bridget Sullivan is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining LPL Financial in 2021, she worked at Waddell & Reed for over two decades and has been involved with various insurance carriers, as well as serving roles with the Palos Area Chamber of Commerce and Moraine Valley Community College. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research and multiple portfolio management options.

Michael Osullivan is a financial advisor with LPL Enterprise, holding Series 65 and Series 66 credentials and 26 years of industry experience. He has worked at LPL Enterprise since 2024 and previously held positions at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and other institutional clients. The firm offers financial planning, consulting, and access to model wealth portfolios and third-party asset management, combining advisory programs with brokerage and insurance product sales.

William Moore is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and has worked previously at Charles Schwab Bank and Charles Schwab & Co., Inc. Moore serves on the Leadership Advisory Board of City Church Chicago, where he evaluates financial decisions related to property and renovation projects. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and multiple portfolio strategies.

Ann Hunziker is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. She also leads Hunziker & Associates, Inc., where she manages client account processing, research, and client communications. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and employs analytical tools to support client goals while maintaining specialized services like municipal advisory and SIMPLE IRA Employer Advisory programs.

Alexandria Lach is a financial advisor with Morgan Stanley in Orland Park, IL, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she assists in managing a family rental property by preparing leases, screening tenants, and collecting rents. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools and modeling techniques.

Matt Wilke is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at JP Morgan Chase and J.P. Morgan Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Michael Robbins is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 designations and has 33 years of industry experience. Robbins previously worked at Edward D. Jones & Co., L.P. for 29 years. He is also the owner of Apex Capital Management, LLC, a non-investment-related business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, nonprofit, and institutional clients. The firm employs non-discretionary planning and consulting tailored to client goals, supported by analytical tools and unique offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Thomas Oconnor Jr. is a financial advisor at Wells Fargo Clearing with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo in various capacities since 2009, including seven years at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to evaluate investment options and offers a range of brokerage and advisory solutions while managing approximately $671 billion in assets.

William Kraus is a financial advisor at LPL Financial with four years of industry experience. He previously worked at Wintrust Investments, LLC, and has experience in both educational and financial settings. 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, financial planning, and brokerage services, utilizing model portfolios and research from various sources.

Michael Rubin is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 14 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked with The Prudential Insurance Company of America and Pruco Securities, LLC. Rubin also engages in the sale of fixed life insurance products through a related insurance agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients by providing financial planning, advisory services, and access to a range of brokerage and insurance products. The firm’s integrated platform supports both advisory and brokerage channels, leveraging model portfolios and third-party managers to deliver investment advice.

Justin Foley is a financial advisor with LPL Financial in Hammond, IN, holding a Series 66 designation and with 10 years of industry experience. He has worked at LPL Financial since 2016 and previously held roles at First Midwest Bank. Additionally, he serves as a wealth advisor at Old National Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Mary Galvin is a financial advisor at OSAIC with 24 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked for Woodbury Financial Services for 17 years. Outside of advising, she prepares tax returns using TurboTax software and provides referrals for property and casualty and health insurance. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on asset allocation tools, risk assessment, and access to third-party money managers.