Kelsey Lahue is a financial advisor with LPL Financial in Wheaton, IL, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to joining LPL Financial, Lahue worked at Oracle, Brand Certain, Ellkay, Olive, and Cerner Corporation. 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 services including financial planning, model portfolios, third-party asset management, and retirement advice, supported by a large network of advisors and advanced operational tools.

Bradley Parks is a financial advisor at Raymond James Financial with 23 years of industry experience. He holds the ChFC® and Series 66 designations and previously worked at UBS Financial Services Inc. for 11 years before joining Raymond James in 2020. Parks is also the president of Mountain Street Advisors, LLC, a support company created for his independent contractor role. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary advice using various analytical tools and supports municipal and public finance work through a unique affiliated municipal advisor.

Justin Pisellini is a financial advisor with LPL Financial in Wheaton, Illinois, holding a Series 66 designation and 16 years of industry experience. He previously worked at Edward Jones for eight years before joining LPL Financial in 2018. Piscesini also works part-time as a licensed administrative assistant for another financial advisor in his office. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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 at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has prior work experience at Edward Jones and JPMorgan Chase Bank, N.A. In addition to his financial roles, Gilbert has held positions in web development and design-related companies. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized due diligence process that combines quantitative and qualitative research.

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.

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.

Jeffrey Hammond is a financial advisor at LPL Enterprise with 27 years of industry experience. He holds Series 63 and Series 65 registrations. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, Transamerica Financial Advisors, Inc., and Valic Financial Advisors. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to asset managers, and insurance product facilitation through affiliated entities.

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.

Maurice Lounds is a CFP® with 25 years of industry experience, currently affiliated with LPL Enterprise. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, J.P. Morgan Securities, and Chase Investment Services Corp. Outside of his advisory work, he teaches mathematics courses at Indiana University and IVY Tech Community College. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, while also offering access to financial planning, third-party asset managers, and affiliated insurance and trust services.

Lukas Petrus is a Series 66-licensed financial advisor with LPL Enterprise, holding one year of industry experience. He previously worked at the Kreshmore Group for three years and has experience at the University of Illinois Urbana-Champaign and Wheaton College. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, offering access to third-party asset managers and various financial planning and consulting services.

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.

Daniel Restrepo is a Series 66-licensed advisor at LPL Enterprise with 12 years of industry experience. He previously worked at CTC Trading Group, L.L.C. for 12 years and has been with LPL Enterprise and Prudential Insurance Company of America since 2024. Outside of his advisory role, he is involved in proprietary fixed life insurance sales. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, and institutional entities. The firm primarily utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and a variety of insurance and trust services.

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.

Shahzad Shamsuddin is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 14 years of industry experience. His prior work includes roles at Old Second National Bank, LPL Financial, Fifth Third Securities, and MB Financial Bank. He is also involved with Thai Triad Inc. outside of his advisory work. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with both affiliated and third-party investment options.