Adele Toussaint is a CFP®-certified financial advisor with 28 years of industry experience. She has been with LPL Financial since 2009, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. 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 and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and a network of over 22,800 advisors.

Joshua Sargeant is a financial advisor with Charles Schwab, holding Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Schwab, he worked at J.P. Morgan Securities LLC and Northwestern Mutual Life Insurance Company. Outside of finance, he is involved in the hospitality industry as a bartender at Za Za Trattoria. 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 investment guidance and access to discretionary separately managed accounts, supported by a large-scale integrated operational structure.

Stewart Burchfield is a financial advisor with LPL Financial, holding a Series 66 credential and 24 years of industry experience. His prior roles include positions at TIAA-CREF, J.P. Morgan Securities, Chase Investment Services, Banc One Securities, and Morgan Stanley. He is the president and sole owner of Burchfield Investments Group, a business entity used for tax and investment purposes. 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 management services through a large network of advisors, combining advisory platforms with extensive non-advisory financial activities.

Robert Bailie is a financial advisor at Ameriprise in Darien, IL, with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Bank of America and Merrill. Bailie has been with Ameriprise and its affiliates since 2017. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, supported by a centralized consulting team and algorithmic tools.

Luis Solis is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His work history includes roles at Bank of America, Merrill, Aurora University, and various retail and service positions. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Milton Flanagan is a ChFC® credentialed financial advisor at OSAIC with 26 years of industry experience. He has previously worked at Woodbury Financial Services, FIFTH THIRD SECURITIES, Citigroup Global Markets, and Citicorp Investment Services. Outside of his advisory work, he serves as president of the Gerard Radice Educational Foundation, which provides educational scholarships, and he teaches retirement preparation classes as adjunct faculty at a local college. Flanagan is also an author of educational materials focused on retirement income. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and a multi-advisor platform supporting discretionary and advisor-managed strategies.

John Paetsch is a financial advisor at Ameriprise Financial Services with 10 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2016 to 2026. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with a tax-aware approach. The firm’s retirement income recommendations are supported by investment research and proprietary tools, with a non-discretionary implementation process.

Susan Kang is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at Prudential Insurance Company of America since 1997 and was associated with Pruco Securities, LLC for 27 years. Outside of advisory services, she is involved with A.S.K Financial and Insurance Services, focusing on health insurance. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, offering access to third-party managers and a range of financial planning and consulting services.

Joe Estes is a financial advisor with Wells Fargo Clearing in Naperville, IL, holding CFP®, Series 63, and Series 66 designations and bringing 38 years of industry experience. He worked at A. G. Edwards & Sons, Inc. for eight years before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he serves as a trustee of his mother’s trust. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm provides investment advisory services, financial planning, retirement plan consulting, and offers both brokerage and advisory solutions with a large-scale operation.

Dave Eklin is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2016. Prior to this role, he worked as a Financial Advisor at Edward Jones from 2013 to 2016 and as an Equity Options Derivatives Trader at Infinium Capital Management from 2009 to 2012. In his current role, Dave focuses on listening to his clients to understand their financial goals and collaborates with them to create, implement, and maintain financial plans that support their desired lifestyles. He leverages various resources to help clients work towards achieving their financial objectives. Outside of his professional work, Dave engages in family activities and enjoys fitness, football, golf, spending time at the lake, and photography.

Joseph Mendes is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 designations and four years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2021 and previously held positions at TCC Wireless, Best Buy, and Re/Max All Pro. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to support its recommendations and incorporates ESG eligibility criteria within its advisory process.

Peter Ledebuhr is a financial advisor with LPL Financial in Naperville, IL, holding a Series 66 designation and 26 years of industry experience. His prior experience includes roles at Citigroup Global Markets, Citicorp Investment Services, and UBS Financial Services. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by advanced advisor-focused tools.

Ivan Feliciano is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones. Outside of his advisory role, he is also a musician, creating music intended for streaming platforms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and incorporates ESG eligibility where applicable.

Cassandra Duernberger is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2024, with prior experience at Mennenga Tax & Financial and Harbour Investments, Inc. Outside of her advisory work, she serves on the board of directors for A Just Brew, Inc. and assists with tax preparation and consulting at Tax & Accounting Solutions, LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning that incorporates tax-aware withdrawal strategies and Social Security claiming options.

David Soper is a financial advisor at Osaic Wealth with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Woodbury Financial Services and operated his own investment-related entities since 2005. Outside of finance, he is a co-owner of Salon St. Clair, a hair salon business run by his spouse. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services featuring model-based asset allocation and portfolio optimization, supported by various investment programs and third-party managers.

Richard Sharp Jr. is a financial advisor with LPL Financial in Aurora, IL, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has worked at LPL Financial since 2010 and previously spent three years with Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a broad network to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, employing a variety of investment strategies and advisor support tools.

Brandon Self is a financial advisor with Ameriprise in Naperville, IL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Ameriprise since 2009 and has been associated with H & R Block Financial Advisors, Inc. since 1999. Outside of his advisory role, he is involved in a business ownership activity unrelated to investment management. Ameriprise serves individuals approaching or in retirement, offering a specialized retirement-income planning service that provides detailed, non-discretionary recommendation reports. The firm employs a combination of research, modeling, and tax-efficiency analysis to support clients with assets generally exceeding $1 million.

Cambron Culpepper is a financial advisor at Edward Jones with one year of industry experience and holds a Series 66 designation. Prior to joining Edward Jones, Culpepper worked in various school districts, including Community Unit School District 300 and Elgin Area School District U46, with a career spanning roles from 2012 to 2025. 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 under a fiduciary standard.

Jordan Twidell is a Financial Consultant currently working at Fidelity Investments. He has held various roles within Fidelity, including Investment Consultant, Planning Consultant, and Relationship Manager, demonstrating a progressive career in financial services since 2020. Prior to joining Fidelity, Jordan worked at Northwestern Mutual, where he served as an Associate Wealth Management Advisor and Financial Representative between 2016 and 2020. Throughout his career, Jordan has developed expertise in wealth management, investment consulting, and client relationship management. His professional focus is on providing diligent and personalized financial advice, treating each client's financial situation with individual attention. Outside of his professional work, Jordan has interests in cars, fitness, golf, and parenthood.

Naimesh Shah is a financial advisor with Cetera in Schaumburg, IL, holding a Series 66 credential and five years of industry experience. Prior to joining Cetera, he worked with Avantax Advisory Services and Avantax Insurance Agency. Outside of his advisory role, Shah is involved in information technology consulting and tax preparation through his ownership and employment in related businesses. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporations, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing model portfolios and third-party managers within various program structures.