Kosta Tanglis is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and nine years of industry experience. He previously worked at JP Morgan Chase for nine years before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management with access to research and diversified investment strategies.

Stefan Strauss is a financial advisor at Morgan Stanley in Oak Brook, IL, holding Series 66 and Series 63 licenses with three years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, David Poznanski, Kyle Morgan Smith, and Northwestern Mutual Investment Services. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and advisory programs supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment services through a structured planning process.

Michael Wollbrink is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with families and business owners across the country to help them pursue their investment and financial goals through personalized wealth management strategies. As a Personal Investment Advisor (PIA), Michael focuses on aligning financial plans with clients' life priorities. His areas of expertise include family wealth management strategies, investment consulting for defined contribution plans, personal retirement planning, individual and corporate investment strategy, and retirement income. Michael emphasizes understanding what matters most to his clients to create flexible strategies tailored to their goals and aspirations. Michael holds a Bachelor's Degree from Western Illinois University. Outside of his professional practice, he enjoys football, golfing, swimming, and spending time with his family.

Adrian Fernandez is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at BMO Bank and TCF Bank. Outside of his advisory work, he is an owner and officer of F-Fulfillment LLC, a business involved in online retail arbitrage. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

William Seibold II is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo in various capacities since 2009. In addition to his advisor role, he is co-owner of Seibold Wealth Management Inc., a separate practice based in Oak Brook, IL. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, utilizing proprietary research and planning tools.

Curtis Magurean is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His work history includes roles at BMO Harris Bank and Northwestern Mutual, with current activities involving BMO Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a wide range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Alon Kim is a financial advisor with UBS Financial Services in Oakbrook Terrace, IL, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has been with UBS since 2000. Outside of his advisory role, he serves as a member of the Board of Directors for the 1429 N. Wells Street Residence Association in Chicago. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-driven asset allocations in delivering client solutions.

John Seagraves is a CFP® professional affiliated with LPL Financial, based in Oak Brook, IL, with 22 years of industry experience. His career includes roles at Waddell & Reed Inc and operating his own firm, Seagraves Financial Group, LLC. He has also been involved with the Glen Ellyn Park District and its Youth Baseball Association. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Paula Sheffield is a financial advisor at LPL Financial with 14 years of industry experience. She holds Series 63 and Series 65 registrations and has worked at firms including Cetera, Fifth Third Bank, and JP Morgan Securities. Outside of her advisory role, she is involved with Partnerland LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs combined with model portfolios and research from various sources.

Lance Walker is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and 26 years of industry experience. He has worked with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management (MSWM) provides advisory and brokerage services to individuals and institutional clients, offering customized financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning processes and a range of investment programs to serve its diverse client base.

David Charnot is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. He has worked at firms including Merrill, Avantax, and Bank of America. Outside of his advisory role, he prepares tax returns through his business, Strategize Tax LLC. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, and institutional accounts, offering varied portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Matt Lewis is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with Primerica Advisors since 2013 and previously served with the Chicago Police Department for 18 years. Outside of advising, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Ilhan Yargi is a financial advisor with Charles Schwab in Orland Park, IL, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Citigroup, LPL Financial, and BMO Harris Financial Advisors. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research and due diligence on alternative investments.

Megan Ginley is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 25 years of industry experience. She joined Wells Fargo Clearing in 2023 after an 18-year tenure at Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy preparation, performance reporting, participant education, and discretionary investment management. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Grant Noble is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. Prior to joining RBC in 2026, he worked at Guaranteed Rate for six years and held various roles at Capgemini America Inc. and The Ohio State University. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers to tailor strategies to clients' risk profiles.

Nancy Nguyen is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 credentials and with 28 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets starting in 2000. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Michael Tondelli is a financial advisor with Wells Fargo Clearing in Oak Brook, IL, holding Series 63 and Series 66 licenses and nine years of industry experience. He has been with Wells Fargo since 2017 and previously worked at Foresters Financial Services from 2015 to 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Richard Dowdle is a financial advisor with LPL Financial in Oak Brook, IL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked at Ohio National Equities, Inc. for 20 years before joining LPL Financial in 2019. Outside of his advisory role, he serves as a substitute teacher with the Archdiocese of Chicago. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management supported by extensive research and diverse investment strategies.

Uriel Gonzalez is a financial advisor at Merrill with Series 63 and Series 66 credentials and three years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., and has served in the Army. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individual, high-net-worth, and institutional clients.

Michael Mc Intyre is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and four years of industry experience. His work history includes roles at Cetera Advisors LLC and Megent Financial. Outside of his advisory duties, he is involved with Delaware North Sportservice as a portable vendor. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with both discretionary and non-discretionary program options.