Anthony Tyree is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2023. In this position, he leads a team of financial professionals focused on delivering a customer experience centered around planning for clients' financial goals. Prior to this role, he served as a Financial Consultant at Fidelity Investments from 2020 to 2023. Anthony has extensive experience in the financial services industry, having worked with TIAA from 2013 to 2020. During his time there, he held various positions including Wealth Management Advisor, Client Relationship Consultant, Senior Financial Consultant, and Financial Consultant. This progression reflects his broad expertise in wealth management and client relationship consulting. No information about his education, credentials, personal interests, or community involvement has been provided.

Sam Bournias is currently serving as Vice President and Financial Consultant at Fidelity Investments, a position held since 2026. With over a decade of experience at Fidelity Investments, Sam has progressed through various roles including Financial Consultant, Investment Consultant, and Financial Representative since 2015. Sam focuses on building strong relationships to understand unique financial goals and needs, utilizing Fidelity's technology and comprehensive planning tools to create tailored financial plans. This approach underscores a commitment to understanding, honesty, and integrity in financial advising. Outside of professional responsibilities, Sam's personal interests include beach activities, cars, comedy, family activities, outdoor adventures, and traveling.

Bojan Rajkovic is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. His prior work history is exclusively with Edward Jones. Outside of his advisory role, he is an investor in manufacturing, agriculture, private equity, and real estate syndicates. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies, affiliated mutual funds, and trust services supported by a broad national network of financial advisors and branch offices.

Kelly Hacker is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise, Wintrust Investments LLC, Charles Schwab, and Morgan Stanley Smith Barney LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial products, such as insurance-related vehicles and bank deposit sweep options.

David Chamberland is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both 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 employs structured planning tools and firm-approved methodologies in its financial planning process.

Timothy Notaro is a financial advisor with LPL Financial in Libertyville, IL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He worked at Wayne Hummer Investments for 21 years before joining LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Timothy O'Connor is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he manages the business operations of his franchise through Green Marble Partners Inc. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations primarily for individuals with significant investable assets.

Uday Patel is a financial advisor with J.P. Morgan Securities holding Series 66 and Series 63 licenses and six years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Outside of his advisory role, he is involved with Care for Soul Inc., where he performs home care duties. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, manager searches, and customized reporting through a non-discretionary advisory model.

Scott Talbot is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2000. In this capacity, he partners with clients to develop customized wealth plans aimed at helping them achieve their financial goals and dreams. His work involves assisting clients in capitalizing on opportunities and protecting against financial risks. The biography does not provide details regarding his education, credentials, personal interests, or community involvement.

Brian Pappalardo is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in financial services in 2000 and joined Merrill in 2006, where he works alongside his father, Brian, a veteran of the industry. Brian has developed long-standing relationships with many clients who have known him since childhood, with these connections often spanning multiple generations. His approach focuses on building deep, personal bonds and helping clients achieve their financial goals. With experience navigating both volatile and thriving market conditions, Brian emphasizes a deliberate and conservative investment style. He supports clients in removing emotional decision-making from their financial choices, encouraging a focus on long-term results aligned with their needs and objectives. His client focus areas include divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, retirement planning, philanthropic planning, portfolio management, small business strategies, and individual and corporate investment strategies. Brian earned a bachelor's degree from Western State College of Colorado. He holds the professional designations of Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He resides in Crystal Lake, Illinois, with his wife, Julia. Brian has been engaged in ice hockey since childhood and continues to play and coach his four children. His personal interests also include gardening, cooking, and traveling.

Shawn Viane is a financial advisor with Fidelity Investments, holding a Series 66 designation and two years of industry experience. His prior work includes various roles at Fidelity and positions at University of Illinois, Paramount Staffing, Aneres Recruiting, and Jerry's Hockey. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a systematic investment approach that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.

George Rizos is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including J.P. Morgan Securities and Wayne Hummer Investments. He is also involved with White Stone Development, LLC and SELF. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs and brokerage services with discretionary and non-discretionary management options.

Christopher Mikolajczewski is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and previously advised at Spc and Sigma Financial. Outside of financial advising, he owns Eagle Vigilance Training & Consulting, a self-defense and concealed carry training business, and works part-time as a high school sports announcer. 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 retirement plan consulting, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Jeffery Rozovics is a CFP® professional with 24 years of industry experience, currently advising at Cetera since 2025. His prior roles include positions at Avantax Advisory Services and multiple entities within Cetera dating back to 2002. Outside of financial advising, he manages an accounting and tax firm, Rozovics Group LLP, and serves on the Des Plaines Fire Pension Board, in addition to coaching Brazilian Jiu Jitsu. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse investment management options, including model portfolios, third-party managers, and customized strategies, operating with a large nationwide network of advisors.

Stephen Todd is a financial advisor with Mass Mutual Investors Services in Crystal Lake, IL, holding Series 63 and Series 65 licenses. He has 38 years of industry experience, having worked with Mass Mutual Investors Services since 1988 and MassMutual Life Insurance Company since 1986. Additionally, he is involved in sales as an agent with The Todd Group, specializing in property and casualty, health, and group life insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses detailed client information and firm-approved software tools to develop collaborative, annual financial plans, with implementation conducted through separate brokerage or insurance arrangements.

Richard Miller III is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing 11 years of industry experience. He has worked within various Wells Fargo entities since 2014. Outside of his advisory role, he serves as a board member for the PAC Lofts Homeowners Association in Chicago, participating in discussions on building operations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with banking, lending, trustee services, and affiliated fund strategies.

Russell Olsen is a financial advisor at Edward Jones with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 1999. Prior to that, he worked at Sandhurst Securities Ltd. since 1986. 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 and operates under a fiduciary standard, supported by a nationwide network of more than 23,000 financial advisors.

Joseph Joyce is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 15 years of industry experience. His career includes roles at Work Market, PFS Investments Inc., Field Solutions, and Field Nation, all ongoing since 2010 or earlier. Outside of advisory work, he receives compensation for referring home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, emphasizing a model-based approach rather than institutional plan management.

John Hanlin is a financial advisor with Wells Fargo Advisors who holds a Series 66 designation and has 25 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Hanlin serves as a board member for Rose Farm Estates HOA in Woodstock, Illinois. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, risk, wealth-transfer, business-owner transition, sports and entertainment, special-needs, and divorce planning.

Jennifer Neighbors is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and was previously with JPMorgan Chase Bank, N.A. from 2010 to 2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.