Brian Hynes is a financial advisor at OSAIC with a Series 66 designation and 16 years of industry experience. He worked at Woodbury Financial Services from 2010 to 2024 before joining OSAIC. Outside of advising, Hynes serves as the head basketball coach at Marist High School and teaches finance and accounting at Moraine Valley College. He is also a board member of The Andrew Weishar Foundation, a charity focused on cancer fundraising. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supported by risk-tolerance analysis and rebalancing tools.

John Enright is a financial advisor at Wells Fargo Clearing with 39 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Wells Fargo in 2020, he worked at Edward Jones from 2013 to 2020. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings than typical large institutional advisers.

Brendon Thies is a financial advisor at Morgan Stanley in Oak Brook, IL, holding a Series 66 designation with seven years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2018. Prior to his current role, he worked at Buffalo Wild Wings from 2013 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and modeling techniques.

Warren Suess is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2008. Outside of his work at the firm, he operates a business under the name LIFE LOYAL ADVISORS. Equitable Advisors serves individuals ranging from non-high-net-worth to high-net-worth clients, as well as pension plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of representatives, utilizing both proprietary and third-party investment programs.

Luke Sebbens is a Planning Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he worked as an Investment Consultant at Fidelity Investments from 2016 to 2023. In his current position, he assists clients in building customized financial plans to help them pursue their personal goals. He holds a California Insurance License, which supports his work in financial planning and investment consulting. Outside of his professional career, Luke has interests in baseball, comedy, cooking and baking, music, and traveling.

Ryan Wells is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his industry experience in 2025. Prior to entering the financial advisory field, his background includes roles in education and community soccer clubs. Equitable Advisors provides services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients through a network of Investment Adviser Representatives, offering financial planning, retirement plan consulting, and asset-management programs with a focus on third-party advisory models and fiduciary services for qualified plans.

Gene Reichert is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2021, progressing through positions from Financial Representative to Investment Consultant before his current role. Prior to joining Fidelity, Gene worked at Northwestern Mutual, serving as a Financial Advisor from 2020 to 2021 and as a Financial Representative from 2018 to 2020. His professional experience spans several years in financial advisory and consulting, focusing on helping clients work towards financial independence. Gene emphasizes transparency and trust in his client relationships, viewing these as essential components of his work. He is committed to supporting the financial well-being of his clients through his role. No additional information about Gene's education, credentials, personal interests, or community involvement was provided.

Kyle Van Hecke is a financial advisor with Wells Fargo Advisors based in Mokena, Illinois. He holds the Series 66 designation and has seven years of industry experience, including six years with Wells Fargo Clearing and four years at Wells Fargo Advisors. Outside of his advisory role, he has ownership interests in investment-related firms KVH Partners, LLC and Vansolten LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Michelle Mc Carthy is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 credential and previously worked for United Airlines for ten years. Outside of advising, she owns a condominium unit that she rents out. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, managed accounts, and affiliated mutual funds. The firm supports a large nationwide network of financial advisors and operates under a fiduciary standard.

Ganita Young is a financial advisor at Primerica Advisors with nine years of industry experience. She holds a Series 66 designation and has worked at Primerica Advisors since 2018. Outside of her advisory role, Young is involved in several business activities, including tax preparation, sales, and business consulting through her ownership of Local Business Logistics & Solutions, LLC. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and operates at scale with approximately 3,935 advisors and $15.5 billion in assets under management.

Margaret Connolly is a CFP® with 16 years of industry experience and has been with Edward Jones since 2009. She holds a Series 66 license and is based in Riverside, Illinois. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households across various wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies through a nationwide network of over 23,700 financial advisors.

Justin Schoenhardt is a financial professional at Osaic with two years of industry experience. He holds the Series 66 designation and previously worked at Securities America Inc. Outside of his advisory role, he is involved with Infinity Financial Concepts, Inc., an S-Corp financial services business. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services across various programs including comprehensive financial planning and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by technology-driven tools, serving individual investors, corporate clients, and charities.

Keith Davison is a financial advisor at Ameriprise with 24 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate since 2012. Outside of his advisory role, he serves on the Board of Directors for Rebuilding Together - Duneland and acts as their Fundraising Chairman. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

John Van Moffaert is a CFP® professional with 17 years of industry experience. He is currently affiliated with Cetera, where he has worked since 2019. His prior experience includes roles at Foresters Financial and Foresters Advisory Services LLC. Outside of his advisory work, he serves as executor and trustee of his grandfather’s estate and owns JV Wealth Management for tax purposes. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

William Ahmann is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior positions include roles at J.P. Morgan Securities and JPMorgan Chase Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs, including financial planning supported by structured discovery processes and firm-approved tools.

Christopher Wurster is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He has over 25 years of experience in wealth and investment strategies, focusing on helping clients plan for their futures. Prior to his current role, he served as Vice President and Branch Leader at Fidelity Investments from 2019 to 2022. His professional background includes roles such as Vice President and Sales Desk Manager at Goldman Sachs & Co from 2015 to 2019, Regional Consultant at Goldman Sachs & Co from 2012 to 2015, Financial Advisor at PNC Bank from 2011 to 2012, Financial Advisor at Morgan Stanley from 2005 to 2011, and Client Service Associate at JP Morgan from 2000 to 2005. Christopher emphasizes listening to client needs and educating them on available financial tools, aiming to provide a responsive and attentive client experience.

Hana Murphy is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 designations and eight years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2018. Prior to her financial career, she was involved with Two Brothers Brewing Company and United States Beverage. 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. Their advisory process combines quantitative and qualitative research to build model asset allocations, with an emphasis on eligible strategies and ESG considerations.

Donald Smirniotis is a financial advisor at Wells Fargo Advisors with Series 63 and Series 65 credentials and over 51 years of industry experience. He has worked at Wells Fargo Advisors since 2020, preceded by roles at Wells Fargo Clearing and Citigroup Global Markets. Outside of his advisory work, he holds ownership in PC Ramblers, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services supported by firm research and tools.

Brian Dag is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Raymond James since 2019, with prior roles at Brooklight Place Securities and Charles Schwab. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Russell Fratto is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing seven years of industry experience. His work history includes roles at BMO Bank NA since 2018 and BMO Harris Bank NA from 2009 to 2018. 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 financial planning and investment services, utilizing a combination of proprietary research, third-party subadvisors, and technology-driven tools across extensive advisory and non-advisory platforms.