John Burbidge Jr. is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and the Stephen Buechele Insurance Agency. Fidelity’s Strategic Advisers LLC, where he is employed, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various asset classes.

Todd Brase is a financial advisor with LPL Financial, holding a Series 66 designation and over 25 years of experience in the industry. His prior experience includes 14 years at J.P. Morgan Securities and 23 years at JPMorgan Chase Bank, N.A., as well as two years at Ameriprise. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Robert Richards is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and one year of industry experience. His prior work includes roles at the University of Illinois Urbana-Champaign and Penn Mutual. Morgan Stanley Wealth Management serves individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s advisory approach includes structured discovery conversations and firm-approved planning tools, with offerings that range from financial planning to institutional investment programs.

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.

Hani Atassi is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 25 years of experience in financial services, having begun his career in 1996. Hani specializes in creating customized wealth management strategies that address individual client needs, with a focus on portfolio management, annuity strategies for retirement income, ERISA retirement plans, and college education planning. He also provides services related to socially responsible and values-based investing, including faith-based and Islamic-compliant strategies. Hani holds a Bachelor’s degree in Chemical Engineering from the University of Texas at Austin (1991) and an MBA in Finance from Loyola University Chicago (1994). He has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Portfolio Manager (CPM), and Personal Investment Advisor (PIA). Hani serves clients such as health care professionals and offers expertise in areas like divorce transition planning, tax minimization, and investment consulting for defined contribution plans. Outside of his professional work, Hani is involved with The Mecca Center and enjoys hiking, running, and swimming. He resides in Burr Ridge with his wife and two sons. He is fluent in both English and Arabic.

Joseph Cane Jr. is a Series 66 licensed financial advisor with 15 years of industry experience, currently associated with Cetera. His career includes prior roles at Avantax Investment Services, Avantax Advisory Services, and 1st Global Capital Corp. In addition to financial advising, he is a CPA and partner at Porte Brown LLC, a CPA firm he has been involved with since 1980. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management, financial planning, and consulting services through a nationwide network of independent advisors.

Benjamin Towsey is a Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). He earned his Bachelor's Degree from Indiana University. Benjamin's interests include basketball, chess, music, reading, soccer, spending time with his family, and volleyball.

Carson Beebe is a financial advisor with Charles Schwab, holding a Series 66 designation and 11 years of industry experience. He has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2015. Outside of his financial advisory role, he coaches youth wrestling through Beebe Trained Wrestling. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals. The firm offers advisory, brokerage, custody, and financial planning services through integrated wrap fee programs that combine non-discretionary and discretionary investment management options.

Patrick Calkins is a financial advisor with RBC Capital Markets in Oakbrook Terrace, IL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with RBC Capital Markets since 2008 and previously worked at City National Bank for seven years. Outside of his advisory role, he actively manages a rental townhouse in Bonita Springs, FL. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with investment strategies tailored to each client’s risk profile.

John Witt is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Wells Fargo Advisors since 2016. Witt is the owner of Witt Wealth Management, an investment-related business based in Chicago that operates within the Wells Fargo Finet practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for its clients.

Jermaine Gomes is a financial advisor with Merrill in Oak Brook, IL, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with Merrill since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kacper Czaplak is a Series 66 licensed advisor with Equitable Advisors, based in Oak Brook, IL. He has been with Equitable Advisors since 2025 and has prior work experience in retail and telecommunications. Equitable Advisors serves individuals across various wealth levels, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives and third-party managers.

Alan Levine is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior roles include tenures at Mass Mutual Investors Services, MassMutual Life Insurance Company, Metlife Securities, and WS Griffith Securities. Levine has also been involved in non-variable insurance brokerage since the late 1980s. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm utilizes model-driven investment strategies and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Christopher Diaz is a financial advisor at Edelman Financial Engines with two years of industry experience. He holds the Series 66 designation and has worked at several firms including Equitable Advisors and Michael Fultz prior to joining Edelman Financial Engines. 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 and supports a large participant base through both advisor-led and online offerings.

Brennan Harrington is a CFP® and Series 66 professional at LPL Financial with four years of industry experience. His work history includes positions at Prairie Sky Financial Group and Visual Six, as well as roles within educational institutions such as Elkhart Community Schools and Indiana University. 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 supports a range of investment strategies and offers technology tools for operational and research support while managing over $819 billion in discretionary assets through a large network of advisors.

Micah Shields is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2013, including a role at Morgan Stanley Private Bank, National Association, since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services that utilize structured discovery conversations and firm-approved planning tools.

Jennifer Dallas is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and 25 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and the Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools.

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.

Samuel Herr is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with individuals, families, and business owners to develop personalized financial strategies tailored to their unique goals and changing life circumstances. Samuel is committed to building lasting relationships through thoughtful guidance and comprehensive planning. With expertise in retirement planning, wealth accumulation, investment management, and wealth transfer objectives, Samuel helps clients navigate important financial decisions and life's major transitions. He focuses on disciplined planning and investment strategies to assist clients in staying on track towards their short- and long-term goals. Samuel holds a Bachelor's Degree from the University of Notre Dame and has earned professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). In his personal time, Samuel enjoys cooking, golfing, ice hockey, music, traveling, and spending time with his family.

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.