Guangning Weng is a financial advisor at Transamerica Financial Advisors with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Transamerica Financial Advisors since 2012, with additional experience at Entrepreneur Alliance, Inc., Quantum Partners LLC, and World Financial Group, Inc. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individual investors, employer-sponsored plans, trusts, estates, and charitable organizations. The firm’s advisory approach utilizes model portfolios and third-party managers, supported by multiple program platforms such as Transamerica ONE and the TFA365 Advisory Program.

Matthew Mirabella is a financial advisor at AE Wealth Management, LLC in Chicago, IL, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Equitable Advisors LLC and independent contracting with Tax Smart, LLC and Scott Tucker Solutions, Inc. He has diverse work experience outside advisory services, including positions in retail and delivery. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a varied client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and combines fundamental, technical, and cyclical investment approaches to serve over 127,000 clients through a platform-focused advisory model.

Tyler Welter is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has eight years of industry experience, including roles at Principal Securities Inc and Principal Life Insurance Company since 2018. He is also licensed as an insurance agent, providing life, health, long-term care, disability insurance, and annuities on a part-time basis. Principal Securities offers comprehensive brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and military personnel, with a focus on financial planning, retirement consulting, and access to third-party money manager solutions.

Jigar Doshi is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Independent Financial Group since 2015. Doshi serves as a board member for the Vernon Hills Indian Association, a nonprofit organization. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement plan services, utilizing a combination of in-house and third-party managed portfolios tailored to client risk profiles.

Matthew Kocmond is a financial advisor with Principal Financial Services and holds Series 66 and Series 63 licenses. He has two years of industry experience, including roles at Northwestern Mutual, LPL Enterprise, and New York Life. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Peter Heinz Sr. is a financial advisor with FIFTH THIRD SECURITIES, Inc. based in Oak Lawn, IL. He holds Series 63 and Series 66 licenses and has 22 years of industry experience, including 20 years with Fifth Third Securities. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with a corporate affiliation to Fifth Third Bank, providing access to multiple managed-account programs and features such as direct indexing and tax-overlay services.

Michael Hankes is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with LPL Financial since 2006. Hankes is a 20% partner in an LLC involved in investment-related activities outside his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Justin Stuursma is a financial advisor with LPL Financial in Frankfort, IL, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Edward Jones and Retirement Advisors Inc. Outside of advising, he coaches sports and fitness at Lincoln Way East High School. 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. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Stephene Norwood is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 credential and 17 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and integrates structured planning tools and methodologies such as Monte Carlo simulations in its financial planning process.

Steven Davis is a CFP®-designated financial advisor with 16 years of industry experience. He is currently with LPL Financial and previously spent 12 years at Edward Jones. Steven operates his advisory business under Madison & Wealth Management as part of his LPL affiliation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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, utilizing various models and research resources to support diversified investment strategies.

Natalie Vaswani is a financial advisor with Wells Fargo Clearing in Oak Brook, IL, holding Series 63 and Series 66 licenses and possessing 34 years of industry experience. She has been with Wells Fargo Clearing Services LLC since 2018 and previously worked at UBS Financial Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes a research-driven approach grounded in diversification and modern portfolio theory.

Cachet Ramsey is a financial advisor at Morgan Stanley in Oak Brook, IL, with 16 years of industry experience. They hold a Series 66 designation and have been with Morgan Stanley since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Thomas Teegarden is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 53 years of industry experience. He has been with Raymond James and its affiliates since 2013. Teegarden is co-owner of Teegarden Wealth Advisors, an independent contractor support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations supported by extensive research and a broad affiliate network.

Jeffrey Pringle is a financial advisor at Edward Jones with 23 years of industry experience. He has been with Edward Jones since 2002 and holds the Series 63 and Series 66 licenses. Outside of his advisory role, he is president of a video production small business, Pringle Video Creations, Inc., which serves wedding and corporate clients. 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 and is notable for its large retail advisor and branch network as well as affiliated capabilities beyond advisory services.

Christopher Giehon is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. He has worked at several firms including Bank of America, Merrill, and Equitable Advisors. Outside of his advisory role, he owns Red Asset Capital LLC, a limited liability company involved in managing a modest real estate portfolio. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Thomas Bechtel is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Chase Bank, J.P. Morgan Securities, and Charles Schwab. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a wide network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management supported by proprietary and third-party research.

Mark Serio is a financial advisor at Merrill with eight years of industry experience and holds a Series 66 designation. He has been with Merrill since 2017 and also has prior experience at Bank of America. Outside of his advisory role, he is involved in a family business, Joe's Italian Villa Inc., where he participates in restaurant operations and customer service. Merrill provides managed account services through the Select Portfolio Solutions program to a broad client base, including individuals, high-net-worth clients, and institutional fiduciaries, offering a range of model-based and discretionary investment strategies integrated with Bank of America’s corporate platform.

Anthony Pelegrino is a financial advisor with Primerica Advisors in Lombard, IL, holding Series 63 and Series 65 licenses and over 21 years of industry experience. He has been with Primerica Advisors since 2003 and has served as an officer and director of Impact Ministries DBA Impact Church since 2017. His background also includes involvement with Good Shepherd Lutheran Academy and Village Square Condominium. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited discretionary separately managed account options to individual and high-net-worth clients within a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, with a focus on percentage-based tiered wrap fees and ongoing oversight of potential conflicts.

Paul Desruisseaux is a CFP®-certified financial advisor at Equitable Advisors with six years of industry experience. Prior to joining Equitable Advisors in 2025, he worked at Edward Jones for six years and Primerica for two years. In addition to his advisory role, he serves as an adjunct math professor at the College of DuPage and reviews scholarship applications for the CFP Board. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through program sponsors and endorsed third-party managers, offering advisory and brokerage solutions with a mix of discretionary and non-discretionary asset management.

Matt Estkowski is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. He holds the Series 66 designation and has worked in various roles within Wells Fargo, including Wells Fargo Clearing from 2016 to 2024. Based in Oakbrook, IL, he joined Wells Fargo Advisors in 2015 and rejoined the firm in 2024. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, using proprietary research and planning tools to develop tailored recommendations across diverse planning areas.