Zachary Benning is a Certified Financial Planner (CFP®) with 15 years of industry experience. He is currently with Morgan Stanley, where he has worked since 2022, following a 12-year tenure at Fifth Third Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses firm-approved tools and modeling techniques to support the planning process.

Michael Sharples is a CFP® with 33 years of industry experience, currently serving as a financial advisor at LPL Financial since 2010. Prior to joining LPL, he worked at Edward Jones for four years. He also operates a business entity, MKS Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and institutional platforms, supported by a large network of advisors and advanced operational tools.

Arthur Remiasz is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2013, also working at JPMorgan Chase Bank from 2012 to 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions, supporting recommendations that may include ESG criteria.

Louis Pinto is a financial advisor with Edward Jones in Orland Park, IL, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with Edward Jones since 2016. 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, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Omar Martinez Ortiz is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. His prior work includes seven years at Guardian Industries and ongoing roles at Merrill and Bank of America. Merrill, along 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 plans, and other institutions, with portfolio implementation tailored by strategy and client preferences.

Amanda Fatigati is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and one year of industry experience. Her prior work includes roles at J.P. Morgan Securities and JPMorgan Chase Bank. Outside finance, she has experience working in animal-related businesses such as Hill Chester Animal Hospital and The Dog District. 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 portfolio programs, third-party asset management, and institutional platforms, supported by technology and research tools.

David Koldras is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as co-trustee for his deceased mother’s trusts. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, offering both brokerage and advisory solutions supported by extensive research and analytics.

James Michel is a CFP® professional with 33 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He is also a trustee for his parents, a role he has held since 2007. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and integrates research and analytics to support its diversified investment approach.

Andrew Ariens is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and 18 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016 and has worked at the related entity Cambridge Investment Research, Inc. since 2013. Ariens serves as a board member of the Western Springs Business Association and is a commissioner on the Western Springs Economic Development Committee. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, pension plans, and charitable organizations. The firm operates through thousands of financial professionals and offers both discretionary and non-discretionary management across multiple platforms, with proprietary model strategies under the Founders Gate Capital brand.

Ronald Lambke is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2018 and previously at UBS Financial Services Inc from 2009 to 2018. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary options. Their advisory process is IPS-driven and incorporates modern portfolio theory, including a broader range of investment products such as insurance-related vehicles and bank deposit sweep options.

Artemio Herrera Jr. is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 securities registrations. His prior experience includes roles at Morgan Stanley and the State of Illinois. Outside of his advisory work, he is a landlord managing a rental property in Chicago. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and a centralized operational structure.

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.

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.

David Gustafson is a financial advisor at LPL Financial with four years of industry experience. He holds Series 66 and Series 63 designations. His prior experience includes roles at J & J Ventures Inc, PNC Bank, and Chase Bank NA. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

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.