Joseph Mchugh Sr. is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2019. His prior experience includes a year at FSC Securities and nineteen years at Accenture, LLP. Outside of his advisory role, he is involved with McHugh & Riley Limited, a tax preparation and accounting firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Allison Wiseman is a financial advisor at Morgan Stanley in Barrington, IL, holding Series 63 and Series 66 licenses with 10 years of industry experience. She previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank from 2012 to 2023. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in assets. The firm employs a structured planning process using approved tools and models but generally acts in an advisory capacity without providing individual security recommendations through standalone planning.

Uguumur Tsogtbaatar is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience. He has worked at Merrill since 2017 and at Bank of America, N.A. since 2021. Outside of his advisory role, he is a co-owner of a family rental property. 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 a range of client types including individuals, high-net-worth clients, and organizations.

Daniel Feldstein is a financial advisor at LPL Financial with 25 years of industry experience. He holds the CFP® and ChFC® designations and has worked at LPL Financial since 2019. His prior experience includes roles at Harris Investor Services, Harrisdirect LLC, and Citigroup Global Markets. 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 advisers, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Joseph Carroll is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and 20 years of industry experience. He has been with Cambridge since 2008. Outside of his advisory role, he serves as president of CJX Consulting, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing various portfolio management and model-based solutions tailored to client objectives.

Jack Blomstrand is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Mass Mutual, he worked in various roles including positions at Aldi, Tagkast, Inc., and Ascent Nutrition. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software and collaborative planning processes to deliver written recommendations tailored to client goals.

Brian Terwilliger is a financial advisor at Edward Jones with 28 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Fidelity Investments and IHT Wealth Management. He is a member of the Schaumburg Business Association, participating in networking and volunteer meetings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Madeline Dominick is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at TrustBank, Fifth Third Bank, JP Morgan Chase Bank, BMO Harris Bank, and TCF (now Huntington). She is associated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, with a focus on discretionary portfolio management, fund advisory, and model portfolio delivery utilizing a combination of proprietary research and algorithmic methods.

John Bodolay is a Certified Financial Planner® at UBS Financial Services with 39 years of industry experience. He has been with UBS since 1994, serving clients from Barrington, Illinois. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and a range of capital markets services. The firm combines institutional trading capabilities with wealth management through proprietary research and model-based asset allocation.

Robert Herrmann is a financial advisor with LPL Financial in Rolling Meadows, IL. He holds the ChFC® and Series 63 designations and has 36 years of industry experience. His prior roles include positions at Securities America Advisors and Guardian Life. Herrmann also operates Herrmann Financial Group, which includes activities in fixed and term life insurance and disability income insurance sales. 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 portfolio programs, and access to third-party asset management.

Yevgeny Kozachuk is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and is based in Mt Prospect, IL. 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 under management through a large nationwide network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Terrell Wilson is a financial advisor at Edward Jones with 11 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior roles include positions at OneAmerica Securities, American United Life, Bank Financial, N.A./THG Financial, Cetera, Massmutual, and Merrill. Outside of his advisory career, he serves as a volunteer board member for the Illinois Jumpstart Coalition, focusing on financial literacy in disadvantaged schools in Chicago. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets with a large national network of advisors and branch offices.

Jesse Stabile is a Certified Financial Planner (CFP®) with 16 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at Wintrust Investments LLC, BMO Harris Financial Advisors, and Foresters Financial Services. 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 through a large network of investment adviser representatives. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary and third-party strategies across various investment approaches.

Barry Proctor is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 33 years of industry experience. He previously worked at Wayne Hummer Investments for 20 years and Wells Fargo Clearing for two years. 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, supported by a large network of advisors and a range of advisory strategies.

Justin Budd is a financial advisor with Edward Jones in Elgin, IL, holding a Series 66 designation and having 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across various wealth levels as well as pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andres Rodriguez is a CFP® and Series 66 licensed financial advisor with Edward Jones, where he has worked since 2016. He has nine years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Paul Nielsen Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked with JPMorgan Chase Bank, N.A. since 1995. Outside of his advisory role, he is involved in a family-owned land trust focused on property investment. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver comprehensive advisory and brokerage services.

Robert Johnson III is a financial advisor at Edward Jones in Lake Barrington, IL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, he worked in sales roles at automotive companies including Napleton Westmont Porsche and Muller Subaru. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and offices nationwide.

Leland Werner is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2018. Prior to his financial advisory career, Werner spent five years at Wickstrom Auto Group. Outside of finance, he owns and operates Werner Motorsports, where he manages operations and serves as a racing driver and head driving instructor. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering tailored financial planning and consulting services supported by extensive research and a variety of portfolio management strategies.

Sebastian Radziszewski is a financial advisor at Charles Schwab with two years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank SSB since 2023. Prior to his advisory career, he was involved with Delta Sigma Phi - Epsilon Kapp and completed full-time education through 2024. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related services. The firm provides a combination of non-discretionary advisory recommendations and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.