Greg Lewandowski is a financial advisor with LPL Financial who holds Series 63, 65, and 66 licenses and has 28 years of industry experience. He previously worked at BMO Harris Financial Advisors, Inc. and Amcore Investment Services, Inc. Lewandowski is based in St. Charles, IL. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a broad range of advisory strategies supported by advanced operational and research tools.

Kevin Gilbert is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has two years of industry experience, including prior work at Edward Jones. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Kyle Haider is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, he partners with clients and collaborates closely throughout their financial journey, working with Fidelity's independent investors and their families to deliver service within Private Wealth Management. Kyle has been with Fidelity Investments since 2021, progressing through roles including Relationship Manager, Planning Consultant, Financial Consultant, and currently Senior Relationship Manager. Prior to Fidelity, he worked as a Financial Advisor at Edward Jones from 2019 to 2021. He holds an Arkansas Insurance License. Outside of his professional responsibilities, Kyle's personal interests include cars, family activities, traveling, and volunteering.

Brian Richter is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2024 and previously held roles at Equity Services Inc and National Life Group. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from Schwab’s Center for Financial Research.

Philip Harwood is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked at various Wells Fargo entities since 2009, including Wells Fargo Advisors Financial Network, Wells Fargo Clearing, and Wells Fargo Advisors LLC. 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 range of planning services, including specialized areas such as business-owner transition and special-needs analysis, leveraging Wells Fargo research and tools to develop tailored client recommendations.

James Davis is a financial advisor at Raymond James Financial with 45 years of industry experience. He holds a Series 63 designation and has been with Raymond James Financial Services, Inc. since 1994. Outside of his advisory work, he is involved in the rehabilitation and rental of real estate properties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and utilizes analytical tools to assess potential outcomes, supporting clients through advisory programs and maintaining unique municipal advisory capabilities.

Carmen Paulo is a CFP®-designated financial advisor with J.P. Morgan Securities, bringing 19 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been associated with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Dino Marnell is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for 14 years and has operated Marnell Financial Services since 2001. Outside of advising, he serves on the boards of two LLCs involved in business decision-making and is a CPA involved in income tax and accounting consulting. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a wide network of financial advisers. The firm offers integrated brokerage and advisory services utilizing advanced portfolio construction tools and third-party platforms, supporting both discretionary and non-discretionary account management.

Thomas Manzardo is a CFP® and ChFC® with 34 years of experience in the financial industry. He has been with Ameriprise since 2005, currently based in Schaumburg, Illinois. Outside of his advisory role, Manzardo is a co-owner of Buckhorn Grill & Bar in Wisconsin and serves as a trustee on the board of the Schaumburg Township Elementary School Foundation. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement income planning through a centralized team that provides written recommendations and ongoing advice, utilizing proprietary research and third-party data.

John Vanderpool is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley, and Merrill. Outside of finance, he was involved in a painting business from 2014 to 2017. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide annual recommendation reports, emphasizing managed accounts and using algorithmic tools overseen by a dedicated committee.

Roger Hohol is a financial advisor with Ameriprise in Schaumburg, IL, holding Series 63 and Series 66 designations and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he owns and operates Complete Tax Services, a tax preparation business. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional firm.

Kurt Ro is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with LPL Financial and has previously worked at Wintrust Investments LLC, Great Lakes Advisors LLC, and Thrivent Financial, among others. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Elizabeth Stadler is a financial advisor with Edward Jones, holding a Series 66 designation and two years of industry experience. She has been with Edward Jones since 2019 and also works as a bartender at a restaurant in Schaumburg, IL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Mark De Nicolo is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including E*Trade Securities and TD Ameritrade. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Mazin Qureshi is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. His prior roles include positions at JP Morgan Chase, LCM Capital Management Inc., and FactSet. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

Michael Chong is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He previously worked at LPL Financial, LLC and Advance Capital Management Inc. Chong is also the owner of Voyage Financial Group, LLC, a business focused on business development, marketing, and sales for clients. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which combines research-driven recommendations with tax-aware withdrawal strategies.

Jack Strimel is a financial advisor with Fidelity Investments in Naperville, IL, holding a Series 66 designation and one year of industry experience. His background includes roles outside finance in healthcare, education, and physical therapy. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm supports various advisory activities, including management of registered investment companies and delivery of model portfolios to intermediary platforms.

Carl Morreale is a financial advisor with LPL Financial in Wheaton, IL, holding Series 63 and Series 65 credentials and 15 years of industry experience. Prior to joining LPL in 2025, he worked at Grove Point Advisors, LLC and Grove Point Investments, LLC from 2016 to 2025. Outside of his advisory role, he is an agent for non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individual and institutional clients. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, leveraging technology and a large advisor network to deliver diversified investment strategies.

Charles Hansen is a financial advisor with Morgan Stanley in Lisle, IL, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, N.A. He has been with various Morgan Stanley entities since 2012, with a brief period outside the industry. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm employs structured planning tools and investment modeling techniques to support its services and manages approximately $2.74 trillion in client assets.

Brandon Perry is a CFP® with 19 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2012. He has also been associated with JPMorgan Chase Bank, NA since 2006. 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. As a subsidiary of J.P. Morgan, the firm integrates advisory services with affiliated brokerage, distribution, and investment management capabilities.