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.

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.

Ken Muenz is a financial advisor at Edward Jones with 34 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward D. Jones & Co., L.P. since 1991. 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 investment strategies and affiliated services through a nationwide network of more than 23,700 financial advisors.

Peter Hudepohl is a CFP® with 11 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He previously worked at American Portfolios Financial Services, Inc. for nine years and has operated Reisner Hudepohl Financial Services since 2013, where he also provides insurance sales. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization through a multi-advisor platform.

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.

Toby Conway is a financial advisor with Ameriprise in St Charles, IL, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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. From 2016 to 2018, he worked at the New Orleans Military and Maritime Academy. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a large network of representatives, offering a range of financial planning, model portfolios, third-party asset management, and institutional platforms.

Jeffrey Lamb is a financial advisor at Ameriprise with 21 years of industry experience and holds the Series 66 designation. His prior experience includes roles at Bank of America, Merrill, and Thrivent Investment Management. He serves on the boards of the City of Valparaiso Utility Board and the Valparaiso 21st Century School Building Corporation. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Louie Williams is a financial advisor at LPL Enterprise with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at NYLIFE Securities LLC, New York Life Insurance Company, and Farmers Financial Solutions. Williams also operates a non-variable insurance agency. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, as well as institutional clients such as employer-sponsored retirement plans, banks, and charitable entities. The firm utilizes model-driven investment approaches and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.