Joseph Huckleby is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at Wintrust Bank, Fifth Third Securities, U.S. Bancorp Investments, Bank of America, Merrill Lynch, and JPMorgan Securities. 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 wide range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Michael Fultz is a financial advisor with Equitable Advisors, holding a Series 66 designation and 14 years of industry experience. He has worked at Equitable Advisors since 2012 and was previously affiliated with Axa Advisors, LLC. In addition to his advisory role, he is involved in an outside insurance brokerage business. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.

Khomeini Khan is a financial advisor with Equitable Advisors in Oak Brook, IL, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 2003. Outside of advising, he consults on employee benefits and owns Sustainable Ventures, a real estate investment and development business. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary tools and third-party asset managers.

Maxwell Dunne is a financial advisor at Edward Jones in Oak Lawn, IL, holding a Series 66 designation with three years of industry experience. Before joining Edward Jones, he spent 11 years at Brother Rice High School. Outside of finance, he performs and teaches music in Evergreen Park, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Patrick Bronge is a Financial Advisor at Merrill Lynch Wealth Management and an integral member of The Speers Group. He began his association with the group as an intern in 2012 and joined full-time in 2015. Patrick brings to his clients a comprehensive approach to financial planning, focusing on a disciplined, planning-based strategy to address various financial challenges. Patrick holds a Bachelor of Science degree in Finance from Eastern Illinois University and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His expertise spans areas such as corporate executive services, executive compensation, legacy planning, personal retirement planning, portfolio management, tax minimization, and small business strategies. Born, raised, and currently residing in the Melrose Park area of Chicago, Patrick enjoys boating, football, ice hockey, music, spending time with his family, and watching movies.

Steven Withey is a financial advisor with Equitable Advisors in Oak Brook, IL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Equitable Advisors since 1999 and was previously associated with Axa Advisors. Outside of his advisory role, Withey serves as a trustee for the Friends Foundation, a nonprofit involved in fundraising and food drives. 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 range of advisory programs and third-party asset managers to deliver tailored investment solutions.

Yancey Bady is a financial advisor with Primerica Advisors based in Chicago, IL, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked with Primerica Financial Services since 1995 and is also affiliated with PFS Investments Inc. and YTB Consulting. Outside of traditional advisory roles, he is involved in the sale of loan products and home-related services through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on retail investors rather than institutional pension or profit-sharing plans.

Guillermo Fernandez is a financial advisor at Fidelity with a Series 66 designation and one year of experience at the firm. Prior to joining Fidelity, he worked for Nestle USA for three years and Nation Pizza Products for 23 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, emphasizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts as well as fund advisory mandates.

Terry O'Malley is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and 19 years of industry experience. He has worked with Equitable Advisors since 2008 and previously held positions at Axa Advisors and Merrill. Outside of his advisory role, he is involved in an outside insurance brokerage business. Equitable Advisors serves a range of clients including individuals, pension plans, and institutions, providing financial planning, retirement consulting, and asset management through both firm-offered and third-party programs.

Daniel Lombardi is a Wealth Management Advisor at Merrill Lynch Wealth Management. He serves as the primary advisor for his clients, working to understand their financial situations and objectives to develop realistic, personalized plans aimed at achieving their financial goals. His approach focuses on collaboration to create strategies centered around the client's life priorities, family, goals, and aspirations. With a career in financial services beginning in 2000, Daniel holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., and is also a Personal Investment Advisor (PIA). He graduated from Elmhurst College with a bachelor's degree in Finance. Daniel specializes in family wealth management strategies, managing new wealth, and retirement income. In addition to his professional role, Daniel participates in community volunteering, reflecting the Merrill tradition of community involvement. His personal interests include fishing, golfing, hiking, music, reading, running, spending time with his family, tennis, and traveling.

Earlline Davis is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at LPL Financial since 2021 and has extensive prior experience with Ameritas Investment Corp and Harris Investorline, where she has been active since 2001. Davis is also a notary, contributing a few hours per month in that capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, 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 a large network of advisors and advanced operational tools.

Mark Ackerman is a financial advisor with LPL Financial, holding a Series 66 credential and 25 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Merrill, Banc of America Investment Services, and AllianceBernstein. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions with offerings such as financial planning, model portfolios, third-party asset management, and institutional platforms.

Daniel Dawson is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds the Series 66 designation and has been with Raymond James & Associates since 2005. 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 individuals, institutional clients, pension plans, charitable organizations, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

Krzysztof Zoltek serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. He leverages over 20 years of experience in wealth management, working with individuals and business owners to navigate complex financial challenges. His areas of expertise include education planning, liquidity management, personal retirement planning, portfolio management services, small business strategies, and retirement income. Utilizing the investment insights of Merrill and the banking solutions of Bank of America, Krzysztof creates personalized financial strategies tailored to each client's long-term goals. Krzysztof holds a Bachelor's Degree and a Doctorate from DePaul University, specializing in Behavioral Finance, as well as an MBA from the University of Iowa. His academic research focuses on financial decision-making within immigrant communities and the interplay between wealth management and nonprofit organizations. He carries the Personal Investment Advisor (PIA) designation and is proficient in Polish, German, and English. Beyond his professional responsibilities, Krzysztof is active in community organizations including the Polish Highlanders Alliance of North America and the DePaul University Polish Students Alliance. His personal interests include camping, dancing, fishing, hiking, music, reading, rock climbing, running, skiing, and traveling.

Scott Magnesen is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 credentials and has 43 years of industry experience. He has worked at multiple divisions within Morgan Stanley since 2007 and is also a freelance musician with nearly five decades of experience. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Secular Return Estimates and Monte Carlo simulations as part of its process.

Joel Popescu is a financial advisor with LPL Financial in Oak Brook, IL, holding Series 65 and Series 63 designations and two years of industry experience. He has worked with multiple firms, including Triwealth Partners LLC and Affluent Life Solutions, LLC, the latter of which he continues to be involved with as a business entity for tax and investment purposes. 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.

Lawrence Emmons IV is a financial advisor at OSAIC with 43 years of industry experience. He holds the ChFC® designation and has previously worked at Woodbury Financial Services, Equitable Advisors, and Mony Securities Corporation. Emmons also operates a sole proprietorship focused on group health and life insurance services. OSAIC Wealth serves a diverse clientele including retail investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation, portfolio optimization, and offers a range of investment programs supported by a complex affiliate network.

Robert Scalzitti is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and over 40 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1993, totaling 33 years at the firm. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the United States.

Tiondra Purnell is a Series 66-licensed financial advisor with Edward Jones in Homewood, IL, and has three years of industry experience. Prior to joining Edward Jones in 2023, she worked at DuPage Credit Union and Onemain Financial. Edward Jones is a full-service wealth management firm serving a broad client base including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, manages approximately $1.01 trillion in assets, and maintains a large nationwide network of advisors and branch offices.

Daniel Kayser is a financial advisor with LPL Financial, holding a Series 66 designation and with 12 years of industry experience. His prior roles include positions at Triwealth Partners LLC and Waddell & Reed, Inc. He has also been involved in non-variable insurance services. 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 broad range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing various advisory strategies supported by operational and research tools.