Michael McGavin is a financial advisor at Osaic with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services, Harris Investor Services, Harrisdirect, and UBS Financial Services. In addition to his advisory role, he is also licensed as an insurance agent selling and servicing fixed insurance products. 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 financial planning and managed portfolios. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a range of discretionary and third-party managed investment options.

Scott Welling is a financial advisor at Osaic Wealth with one year of industry experience. He holds a Series 66 designation and has previously worked at Topco Associates LLC and Hire Excellence. In addition to his advisory role, he is a life insurance producer with Covenant Financial, LLC. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a broad range of investment programs and strategies.

Jeff Bergmann is a CFP® with 23 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2012. He has also worked at JPMorgan Chase Bank, N.A. since 2002. 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 through a non-discretionary program.

Lorilyn Prestidge Davtian is a financial advisor at Ameriprise with five years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2021, with prior experience at Can Font, Brix Tavern, and Southern Hospitality. Outside of her advisory role, she serves on the board of Maayan School and is involved in retail sales and vacation rental operations through ALG Global Solutions. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with substantial investable assets, delivering non-discretionary, research-driven recommendations that integrate income sources, Social Security options, and tax strategies. The firm combines advisory, brokerage, and insurance solutions typical of a large institutional provider.

Staci Bodtke is a financial advisor with Edward Jones in Naperville, IL. She holds the Series 66 designation and has experience at Mutual Federal Bank, Wells Fargo Home Mortgage, and US Bank Home Mortgage. Bodtke joined Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

James Cox IV is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He holds a Series 66 designation and has worked at several firms including GWM Advisors, LPL Financial, and UBS Financial Services. He is currently based in St Charles, IL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options supported by proprietary research and tools, catering to clients who meet certain net-worth thresholds.

Michelle Hurst is a financial advisor with Merrill in Lisle, IL, holding Series 63 and Series 66 designations and 26 years of industry experience. She has been with Merrill since 1998. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

William Kelleher is a financial advisor with LPL Financial in Lisle, IL, holding Series 63 and Series 65 designations and with 34 years of industry experience. His prior roles include positions at UBS Financial Services and Merrill, as well as an extended tenure at Highpoint Advisor Group and LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a broad network of representatives, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Annalisa Griego is a Financial Consultant with experience in managing and developing client strategies. She served as Managing Director at Northwestern Mutual from 2024 to 2025 and as Growth and Development Director from 2021 to 2024. Annalisa assists clients in building financial strategies that consider the broader context of their lives, including family, goals, values, and long-term impact. Her professional approach emphasizes meaningful guidance to enable clients to make informed and thoughtful financial decisions with clarity and confidence. Annalisa balances immediate results with the consideration of future generations and opportunities. Outside of her professional commitments, Annalisa engages in activities including family activities, golf, parenthood, spending time with pets, puzzles, and traveling.

Timothy Levert III is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Morgan Stanley, he worked at JP Morgan Chase and its affiliates for nine years. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Kyle Klosowicz is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Fidelity Investments and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to deliver asset allocation advice, investment manager searches, and customized performance reporting.

Brian Soczka is a financial advisor at Raymond James & Associates with 15 years of industry experience. He previously worked at Wells Fargo Clearing for nine years and MSI Financial Services, Inc. for two years. Brian holds Series 63 and Series 65 credentials. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by firm research and a range of portfolio management styles.

Thomas Wagner is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Alera Investment Advisors, Triad Advisors, GCG Financial, and Securian Financial Services. He is also affiliated with Guide Wealth Partners, where he serves clients on investment, insurance, and planning needs. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Ian Hamann is a financial advisor at Ameriprise in Lisle, IL, holding a Series 66 designation. He has been with Ameriprise since 2023 and has prior experience in various roles including positions at Voyage Financial Group and GA Drywall. Ameriprise offers a retirement-income planning service targeted at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Anthony Malano is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and three years of industry experience. He previously worked at SagePoint Financial Inc. and has been with Mid America Financial Group since 2008, where he is also involved in fixed life and annuity insurance services as a licensed agent. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization supported by various analytical tools and provides access to discretionary strategies, third-party managers, and alternative investments.

Brian Ohlinger is a financial advisor at Ameriprise with 11 years of industry experience. He holds the Series 66 designation and has worked across multiple Ameriprise entities since 2020, as well as at Morgan Stanley Private Bank from 2015 to 2022. Outside of his advisory role, he serves on the Finance Advisory Committee for the City of DeKalb, providing input on municipal budgets and financial planning. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income services focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach integrates proprietary research and third-party data within a defined investment universe tied to affiliated product partners.

Daniel Sypien is a financial advisor with Edward Jones in Woodridge, IL, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering various advisory strategies and affiliated investment products under a fiduciary standard.

Dennis Gorski is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 and 66 licenses. He has 35 years of industry experience, including roles at Thrivent Financial, American United Life, and Wela Financial, where he is currently owner and president. Gorski is also the founder and executive director of Dynamis Ministries, focused on Christian generosity planning. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements using firm-approved software tools, with options for clients to implement recommendations through separate brokerage or insurance arrangements.

Scott Hoeppel is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has worked since 1996. In his role, he develops customized financial strategies tailored to his clients' individual goals, focusing on areas such as retirement income planning, wealth management, education funding, and tax minimization. He serves clients with a comprehensive approach that goes beyond portfolio management to address their unique needs. With 30 years of experience, Scott holds a Bachelor's degree in Finance from the University of Illinois. He received the Chartered Retirement Planning Counselor™ certification in 2007 and also holds the Personal Investment Advisor (PIA) designation. He has been recognized on the Forbes "Best-in-State Wealth Advisors" list from 2021 through 2026. Scott lives in Chicago's western suburbs with his wife and three sons. Outside of work, he enjoys golfing, traveling, and spending time with his family.

William Lymangood III is a CFP®-certified financial advisor with 15 years of industry experience, currently serving at Morgan Stanley in Lisle, Illinois. He has been with Morgan Stanley since 2011 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he acts as a trustee and co-trustee for a trust based in Naples, Florida. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment services alongside its planning offerings.