David Tsang is a financial advisor with LPL Financial, holding Series 63 and 65 credentials and bringing 27 years of industry experience. He has worked with Harris Investor Services Inc and Harris Bank for over two decades. Outside of his advisory work, he serves as an assistant tennis coach at Rosary Catholic High School. 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, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad array of non-advisory financial products.

Philip Harwood is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2023 and previously worked at Wells Fargo Clearing from 2016 to 2023. The firm provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a wide range of planning options including retirement, education, and business-owner transition planning. Wells Fargo Advisors Financial Network supports advisors with proprietary research and tools and integrates advisory services with other financial products and referral channels.

Susan Lewis is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. Her career includes extensive tenure at Avantax Advisory Services and Avantax Investment Services, spanning over two decades, alongside owning Susan S. Lewis Ltd, a tax preparation and bookkeeping business. She also owns two businesses in manufacturing and repair, Ideal Truck Body, Inc. and Repair Me, Inc. 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 and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and advanced research and operational tools.

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.

Kyle Harper is a financial advisor with LPL Financial in Lisle, IL, holding the ChFC® and Series 66 credentials and bringing 15 years of industry experience. His prior roles include positions at Good Life Advisors, LLC, Level Four Advisory Services, LLC, Opus Wealth Management Group, and MSI Financial Services, Inc. Outside of his advisory work, he is involved in entrepreneurship through HWMG Enterprises LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Carmen Paulo is a CFP® and holds a Series 66 license with 20 years of industry experience. She has been with J.P. Morgan Securities since 2012 and is also affiliated with JPMorgan Chase Bank, N.A. since 2010. 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’s advisory process combines systematic quantitative screens and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Dino Marnell is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services, Inc. and at his own firm, Marnell Financial Services, which he has operated since 2001. Outside of his advisory role, he serves as a board member for Laundry World Company of Berwyn and LWC Property, LLC, where he is involved in long-term business decision-making. OSAIC Wealth serves a diverse client base including retail investors, high-net-worth households, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach that emphasizes model-based asset allocation, portfolio optimization, and multiple program options including Unified Managed Accounts and third-party money manager programs.

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.

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 with J.P. Morgan Securities in Naperville, IL, holding Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at E*Trade Securities LLC, TD Ameritrade, and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporating ESG criteria and supported by affiliates offering portfolio implementation and management services.

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®-certified financial advisor with J.P. Morgan Securities, based in Wheaton, IL, and has 20 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, NA since 2006. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations and incorporates ESG criteria in its recommendations.

Luis Guzman is a Certified Financial Planner (CFP®) with 10 years of experience in the financial services industry. He is currently with Morgan Stanley, where he has held roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022. Prior to that, he worked at Fifth Third Securities and Fifth Third Bank from 2014 to 2022. Outside of his advisory work, he is involved with NAHREP DuPage County’s Education Committee and has a connection to a family-owned photography business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and offers a broad range of advisory programs supported by structured discovery processes and firm‑approved planning tools.

Evan Chatterjee is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he was involved with Astro Labs Supplements LLC and The Red Lion. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios, including the use of systematic methodologies and oversight controls.

Bruce Mc Kee is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2010, including prior experience at Crossroads Wealth Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients as well as institutional entities. The firm employs analytical tools and risk profiling to tailor non-discretionary planning and investment advice to client goals, supporting implementation through various advisory programs.

Justin Halpenny is a financial advisor with OSAIC in St. Charles, IL, holding Series 63 and Series 65 licenses and with 27 years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services and Questar Asset Management, among other firms. Outside of his advisory role, Halpenny is the president of New Horizon Wealth Strategies, a corporation providing financial planning, insurance, and investment advisory services. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through multiple programs with an emphasis on model-based asset allocation and portfolio optimization.