Michael Chong is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked at LPL Financial, LLC for 14 years before joining Ameriprise in 2020. Outside of his advisory role, he is the owner of Voyage Financial Group, LLC, a business focused on business development, marketing, and sales services for clients. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm delivers these services through a centralized consulting team in partnership with its financial advisors and utilizes algorithmic automation alongside oversight committees to support its planning process.

Michael Shackel is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Thrivent since 2002. In addition to his advisory role, Shackel serves as the Supervisor on the Lemont Township Board in Cook County, Illinois, overseeing government operations and ensuring compliance with state and federal laws. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing comprehensive written recommendations across multiple financial planning areas. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account services while maintaining them as separate engagements.

Jack Strimel is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he held various roles outside the financial sector, including positions in healthcare, education, and customer service. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base ranging from retail and institutional investors to registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios across mutual funds, ETFs, and ETPs.

Joseph O'Donnell is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Associated Securities Corp. and Associated Planners Investment Advisory Inc. He is involved with Anam Cara Wealth Management and Sequoia Financial Network in roles related to investment and insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by both discretionary and non-discretionary advisory strategies.

Joseph Kalinsky is a financial advisor with Edward Jones in Downers Grove, IL, holding Series 63 and Series 66 designations and over 20 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.

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.

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.

Sophia Diforti is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, she worked at Riverside School District 96 and the University of Mississippi Physics Department. She also has experience in recreational and hospitality roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering services that include discretionary and non-discretionary portfolio management.

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.

Brianne Wolf is a financial advisor at Cetera with eight years of industry experience. She holds the Series 66 designation and has held roles at Avantax Advisory Services, 1st Global Capital, and her own entities, including Sankey Wolf Group Ltd and Bill Hickey & Associates, Inc. Outside of financial advising, she operates a direct sales business selling women's and children's clothing through LuLaRae. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, providing access to affiliated and third-party managers across multiple program structures.

Benjamin Heiler is a CFP® professional with 10 years of industry experience, currently affiliated with LPL Financial in Plainfield, IL. He has worked at LPL Financial since 2015 and has prior experience at Heartland Bank and Trust Company and Decatur Earthmover Credit Union. Heiler is also involved in his family business, Silver Creek Gaming Lounge, Inc. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jonathan Graham is a Senior Financial Advisor at Merrill Lynch Wealth Management. He oversees and coordinates the financial affairs of families, corporate executives, retirees, business owners, and company retirement and benefit plans both in the Chicagoland area and across the country. His approach focuses on simplifying and clarifying clients' financial lives through comprehensive, high-service strategies, including regular client meetings and annual financial reviews. Jonathan's expertise encompasses wealth building strategies, company retirement plans such as 401(k), 403(b), and defined benefit plans, as well as retirement income planning. He employs techniques like goals-based planning, tax-minimization strategies, portfolio risk management, and disciplined asset allocation and rebalancing. He coordinates efforts with attorneys, tax professionals, and insurance experts to provide comprehensive financial guidance. He holds a Bachelor's Degree from Cornell University and numerous professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Jonathan is also engaged in community activities and spends time volunteering with organizations in the communities he serves. His personal interests include basketball, biking, camping, football, golfing, music, photography, running, spending time with family, and traveling.

Laura Freeman is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has worked previously at JP Morgan Chase Bank and J.P. Morgan Securities, where she spent a total of 15 years. Outside of her advisory role, she is involved in direct sales for Young Living Essential Oils and is a partner in Partnerland LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and investment management programs, utilizing a range of model portfolios, third-party subadvisors, and customized strategies.

Michael Murphy is a financial advisor at LPL Financial with a Series 66 designation and 0 years of industry experience. His prior work includes roles in food and beverage and design industries. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Christopher Smith is a financial advisor with LPL Financial in Mokena, IL, holding a Series 66 designation and nine years of industry experience. He previously worked at Merrill, Bank of America, and Morgan Stanley. 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 range of advisory services, including financial planning, model portfolio programs, and institutional platforms, supported by various investment strategies and operational tools.

Luke Brady is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2024. Prior to his financial services career, he held positions at Ecolab and Viskase. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and investment models.

Mark Pingul is a financial advisor with LPL Financial holding a Series 66 designation and eight years of industry experience. His prior roles include positions at BMO Harris Financial Advisors and Edward Jones. 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 variety of advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms.

Jeffrey Lamb is a financial advisor with Ameriprise in Valparaiso, Indiana, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at Bank of America and Merrill. He serves on the boards of the City of Valparaiso Utility Board and the Valparaiso 21st Century School Building Corporation. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide clients with tailored, non-discretionary recommendations delivered through a centralized consulting team.

Elizabeth Pedretti is a financial advisor at Edward Jones with Series 66 credentials. She joined Edward Jones in 2025 and has a prior ten-year career at Robert Half. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.