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.

John Witt is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Wells Fargo Advisors since 2016. Witt is the owner of Witt Wealth Management, an investment-related business based in Chicago that operates within the Wells Fargo Finet practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for its clients.

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.

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.

Cassidy Leonard is a Financial Advisor at Merrill Lynch Wealth Management. She works closely with clients to create personalized investment strategies tailored to their individual goals and financial circumstances. Her approach emphasizes understanding what matters most to her clients and adapting their portfolios as their needs evolve. With expertise in areas including college education planning, liquidity management, managing new wealth, personal retirement planning, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income, Cassidy provides comprehensive financial guidance. She holds designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), and earned her bachelor's degree from the University of Alabama. Outside of her professional role, Cassidy has interests that include antiquing, football, gymnastics, ice skating, music, skiing, spending time with family, traveling, watching movies, and practicing yoga.

Samuel Herr is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with individuals, families, and business owners to develop personalized financial strategies tailored to their unique goals and changing life circumstances. Samuel is committed to building lasting relationships through thoughtful guidance and comprehensive planning. With expertise in retirement planning, wealth accumulation, investment management, and wealth transfer objectives, Samuel helps clients navigate important financial decisions and life's major transitions. He focuses on disciplined planning and investment strategies to assist clients in staying on track towards their short- and long-term goals. Samuel holds a Bachelor's Degree from the University of Notre Dame and has earned professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). In his personal time, Samuel enjoys cooking, golfing, ice hockey, music, traveling, and spending time with his family.

Tyler Engel is a financial advisor at Equitable Advisors with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Axa Advisors, Wells Fargo Advisors, and the University of Illinois. Outside his advisory role, he is the owner of Engel Wealth Management LLC and works with Life Loyal Advisors on financial goal planning, both on a part-time volunteer basis. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes various advisory models and third-party managers while offering services that cover mutual funds, ETFs, separately managed accounts, and select alternative investments.

Arturo Abarca is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Chase and J.P. Morgan Securities. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools, with an emphasis on advisory roles rather than individual security recommendations.

John Baggio is a financial advisor with Primerica Advisors in Orland Park, IL, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Primerica Advisors since 1996 and Primerica Financial Services since 1995. Outside of advising, he is involved in sales of loan products and home-related service referrals through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm primarily uses model-delivery strategies from unaffiliated asset managers and provides advisory services through a large network of financial advisors.

William Conte is a financial advisor with Morgan Stanley in Orland Park, Illinois, holding Series 63 and Series 66 licenses and having 38 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Conte serves as a board member of the Joliet Junior College Foundation Association. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and incorporates various investment and risk modeling techniques in its advisory services.

Richard Hanviriyapunt is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors (formerly Axa Advisors, LLC) since 2008. Outside of his advisory role, he volunteers as a tax preparer for the Thai American Association and is involved in tax preparation and notary services through his own business activities. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and diversified asset management programs. The firm utilizes both proprietary and third-party investment models and provides fiduciary services to qualified plans through a network of Investment Adviser Representatives.

Samuel Pacelli is a financial advisor with Mass Mutual Investors Services holding a Series 66 credential and five years of industry experience. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he plays the bagpipes in a band. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser, serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning relationships and a range of investment strategies.

Evan Gallien is a CFP®-credentialed financial advisor with 13 years of industry experience, currently with Morgan Stanley in Oak Brook, IL. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2018 and previously at Securities Service Network and Resource Financial Group, Ltd. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through a structured process that includes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and under employer agreements.

William Bloom III is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Woodbury Financial Services, Inc. for 10 years. Bloom serves as president of Bloom Financial, Co. and is the author of a forthcoming retirement book aimed at boaters. He is also a board member of the Chicago Yacht Club. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm utilizes a model-based investment approach and offers a range of advisory and brokerage services through a multi-advisor platform.