Jing Ping Xu is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. Prior to joining LPL in 2021, Xu worked for Waddell & Reed, Inc. and various insurance carriers through W&R Insurance Agencies for 14 years. Outside of advisory services, Xu has been involved with Dream Land Realty since 2001. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports investment adviser representatives with various portfolios and strategies, combining a broad financial services platform with extensive operational tools.

Tammy Butts is a financial advisor at Equitable Advisors with 28 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, since 2001. She holds Series 63 and Series 66 licenses and serves clients from Deerfield, Illinois. Outside of her advisory work, she acts as an executor and trustee for family estates and holds power of attorney for her parents' financial accounts. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a variety of advisory programs, including third-party asset managers and LPL-sponsored platforms, focusing on matching clients to suitable investment models while offering ERISA fiduciary services to qualified plans.

Christopher Sevilla is a financial advisor at Robert W. Baird & Co. based in Winnetka, IL. He holds a Series 66 designation and joined Baird in 2025. Prior to his current role, he has held various positions in hospitality and entertainment industries. The DDK Group, part of Baird’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients with a range of financial planning, portfolio management, and advisory services. The firm employs both manager-traded and model-traded strategies, along with tax management and direct indexing, supported by internal research and technology including artificial intelligence.

Mauricio Currea is a financial advisor with LPL Financial in Gurnee, IL, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He previously worked for Wayne Hummer Investments for 12 years and has been involved with Primaso Management LLC since 2008. 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 services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Adam Zaremba is an Investment Consultant at Fidelity Investments, serving clients in the Highland Park area. He has been in the financial industry for eight years. Prior to his current role, Adam held positions as a Platinum Relationship Manager and Financial Consultant at E*Trade from 2020 to 2025, and as a Financial Solutions Advisor at Merrill Lynch from 2018 to 2020. His experience encompasses various facets of financial consulting and client relationship management. Outside of his professional work, Adam has interests in fitness, football, military service, movies, reading, and running.

Joseph Ullrich is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Citigroup Global Markets. His current role includes fiduciary activities. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning using tax-aware withdrawal strategies and asset allocation analysis.

Laura Cohn is a financial advisor with Merrill, holding Series 65 and Series 63 credentials and 16 years of industry experience. Her previous roles include positions at JP Morgan Chase Bank, Citigroup, BMO Harris Bank, and LPL Financial. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for 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 and profit-sharing plans, corporations, and charitable organizations.

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.

Charles Noparstak is a CFP® professional affiliated with LPL Financial, based in Deerfield, IL, with 41 years of industry experience. He previously worked at Securities America, Inc. and Equitrust Financial Group, Ltd. for 29 years. Outside of his advisory role, he holds ownership in a business entity unrelated to investments and serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering financial planning, advisory, and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a broad platform that includes model portfolios, third-party asset management, and institutional solutions, combining technological tools with a diverse range of financial products.

John Bulgarelli is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at Goldman Sachs and JPMorgan Chase Bank, N.A. 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 and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations.

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 designation and over 20 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2008 and was previously employed at Signator Investors, Inc. from 2006 to 2008. Outside of his advisory role, Carroll serves as president of CJX Consulting, Inc. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Jack Blomstrand is a financial advisor with Mass Mutual Investors Services holding the Series 65 and Series 63 licenses and one year of industry experience. His prior work includes roles at Aldi, Tagkast, Inc., Ascent Nutrition, and Estella's Fresh Mex. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures its financial planning as annual, collaborative relationships using firm-approved tools to analyze client goals and deliver written recommendations.

Bruce Sturgeon is a financial advisor with Ameriprise in Glenview, IL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Ameriprise since 2018 and was previously with Wayne Hummer Investments for nine years. Ameriprise offers a retirement-income planning service focused on individuals near or in retirement with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a centralized consulting team and combines research, modeling, and tax analysis to deliver tailored retirement income plans.

Philipp Weisskopf is a financial advisor at Morgan Stanley with 28 years of industry experience. He has worked at Morgan Stanley since 2009 and is currently affiliated with Morgan Stanley Private Bank, National Association. Weisskopf serves on the investment committee for Moriah Congregation, assisting the board with evaluating the appropriateness of the JUF endowment portfolio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by a structured discovery process and advanced modeling tools.

Margaret Fox is a financial advisor at Merrill with 28 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Merrill in various capacities since 1974. Outside of her advisory work, she serves as a trustee for a family trust. 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, and institutional accounts.

Saad Alhiti is a financial advisor with Edward Jones in Northbrook, IL, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018, following positions at DePaul University and TCF Bank. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors and $1.01 trillion in assets under management.

Rea Doce is a financial advisor at Morgan Stanley in Deerfield, IL, holding a Series 66 designation and beginning their advisory career in 2024. Prior to joining Morgan Stanley, Rea worked in staffing solutions and retail, with experience at RHM Staffing Solutions, Polo Ralph Lauren, Noodles and Company, and in education at Dominican University and William Howard Taft High School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by firm-approved methodologies and tools.

Sabrina Benjamin is a Series 66-licensed financial advisor with Merrill, based in Northbrook, IL, and has two years of industry experience. Her background includes roles at Bank of America, TCF Bank, MB Financial, Nordstrom, and the University of Illinois at Chicago. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.