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 credentials and over 23 years of industry experience. He previously worked at First Midwest Securities, Inc. from 2010 to 2015 before joining Independent Financial Group in 2015. Doshi serves as a board member for the non-profit Vernon Hills Indian Association. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm offers financial planning and portfolio management through multiple platforms and utilizes a combination of strategic asset allocation, multi-manager portfolios, and both passive and active investment exposures.

Matthew Kocmond is a financial professional with two years of industry experience, currently serving at Principal Financial Services. He holds Series 66 and Series 63 licenses and has worked at firms including Principal Securities, LPL Enterprise LLC, Northwestern Mutual, and New York Life Insurance Company. His background includes roles in insurance and wealth management. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

E Wurtzebach is a CFP® with 41 years of industry experience and is currently with Lincoln Investment, where he has worked since 2017. Prior to that, he spent 23 years at Legend Equities Corporation. He also maintains agency roles servicing fixed annuities with Great American Life Insurance Company and Mass Mutual. Lincoln Investment Planning, LLC is a large enterprise firm that serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and adaptive investment strategies.

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.

Marek Klincewicz is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior work includes roles at Sirius Holdings LLC and World Financial Group, Inc. He is also involved in the sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, estates, and businesses, delivering services through multiple advisory platforms and a large network of advisors. The firm’s investment approach relies primarily on model portfolios and third-party managers rather than individual advisor discretion.

Michael Hankes is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has worked at LPL Financial since 2006 and previously spent seven years with UBS Financial Services. Outside of his advisory role, he is a 20% partner in an LLC related to investment activities. 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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.

George Tolbert is a financial advisor at Robert Baird & Co. with four years of industry experience. He holds a Series 66 designation and previously served four years in the U.S. Army. Prior to his current role, he had a one-year tenure at Robert W. Baird and attended The Citadel, Military College of South Carolina. Baird’s Private Wealth Management department, including the DDK Group team, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services such as financial planning, portfolio management, separately managed account programs, and custody and brokerage services, with investment strategies supported by internal research and ongoing manager oversight.

Steven Davis is a CFP®-designated financial advisor with 16 years of industry experience. He is currently with LPL Financial, having joined in 2023 after 12 years at Edward Jones. Davis also operates Madison & Wealth Management, a DBA related to his LPL business. 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 advisory services including financial planning and access to model portfolios and third-party asset managers, supported by technology tools and a broad spectrum of financial products.

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.

David Haefelin is a financial advisor with Ameriprise in Oakbrook Terrace, IL, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliates since 2001. Outside of his advisory role, he owns Haefelin Consulting, a consulting business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies. Their approach integrates proprietary research, third-party data, and algorithmic tools within a defined investment framework.

Thomas Teegarden is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and over 53 years of industry experience. He has worked at various Raymond James entities since 2013 and is co-owner of Teegarden Wealth Advisors, a support company focused on opening a new branch in Oak Brook, Illinois. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations, using tailored, non-discretionary planning and analytical tools.

Bryon Brandt is a financial advisor with Primerica Advisors in Oak Brook, IL, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has a background that includes multiple roles with the Cook County Clerk and involvement with PFS Investments Inc. since 2017. In addition to advisory services, he also engages in the sale of home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery investment strategies developed by third-party managers. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Thomas Bechtel is a financial advisor with LPL Financial in Oak Brook, IL, holding a Series 66 designation and six years of industry experience. His prior roles include positions at JPMorgan Chase Bank and Charles Schwab, where he worked from 2018 to 2022. 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 financial planning and investment solutions delivered through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customizable strategies.

Mark Serio is a financial advisor with Merrill in Palos Hills, IL, holding a Series 66 credential and eight years of industry experience. His career includes roles at Merrill since 2017 and Bank of America, N.A. since 2019. Outside of finance, he is involved in a family business, Joe's Italian Villa Inc., a restaurant where he handles customer service and operations on a part-time basis. 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 model-based and discretionary strategies and serves a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.