Louis Pinto is a financial advisor with Edward Jones in Orland Park, IL, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Gerald Rife III is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors, US Waterproofing, and The Flying Locksmiths. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with broker-dealer and investment adviser registrations.

David Gustafson is a financial advisor at LPL Financial with four years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at J & J Ventures Inc, PNC Bank, and Chase Bank NA. 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 portfolio programs, third-party asset management, and institutional platforms.

Brian Graf is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with LPL Financial since 2011, having previously worked at Woodbury Financial Services and Cetera Wealth Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including model portfolios and third-party asset management, supported by extensive operational tools and a broad platform of non-advisory financial services.

Jack Wallace is an Investment Consultant at Fidelity Investments. He is actively involved in educating clients on retirement planning, including income and investment strategies. Jack has progressed through several roles at Fidelity Investments, starting as a Financial Representative in 2024, then serving as a Relationship Manager from 2025 to 2026, followed by a position as Planning Consultant in 2026 before assuming his current role. His experience encompasses various facets of financial consulting, with a focus on retirement planning and investment guidance. Outside of his professional responsibilities, Jack engages in family activities and enjoys fitness pursuits, as well as playing football and golf. He also spends time at the lake.

Patrick Hayes Sr. is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 2007. Based in Orland Park, IL, he provides advisory services through the firm’s established platform. Stifel serves a broad range of clients including individuals, institutions, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach uses a proprietary methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Denis Hedderman is a financial advisor with Ameriprise in Oak Lawn, IL, holding a Series 66 designation and 28 years of industry experience. He has worked with Ameriprise since 2018 and previously with Investment Professionals Inc for five years. He also serves as a financial advisor with Republic Bank. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement who meet specific asset criteria. The firm offers a range of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to deliver tailored retirement recommendations.

Federico Rodriguez is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

John Baggio is a financial advisor with Primerica Advisors in Tinley Park, IL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Primerica Advisors since 1996 and Primerica Financial Services since 1995. Outside of his advisory role, he is involved in sales of loan products and home security and automation services 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 emphasizes a percentage-based tiered wrap fee and utilizes third-party asset managers overseen through an independent due-diligence process.

Marc Desmarteau is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been affiliated with Cambridge Investment Research Advisors since 2013 and Cambridge Investment Research, Inc. since 2012. Outside of his advisory work, he is involved in providing seminars on veterans benefits and owns a business focused on college funding resources. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, employing a range of strategies including proprietary models and third-party managers tailored to client objectives.

Benjamen Sisk is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. He holds a Series 66 license and operates out of Minooka, IL. Outside of his advisory role, Sisk is the owner of a rental property business, Sisk Properties, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a large network of financial advisors, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Alvaro Zavala Jr. is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018. Prior to this, he was employed at US Bank and H&R Block. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Adam Griffiths is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. His prior work includes roles at VOYA Financial Advisors and leadership positions at Lionheart Financial and Lionheart Ventures. Outside of advising, he is an author and founder of a scholarship program and a financial coaching business. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement-plan advisory services through a network of independent professionals, offering a range of portfolio management solutions tailored to client objectives.

Joseph Donnellon is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Woodbury Financial Services for 19 years before joining OSAIC in 2024. Outside of his advisory role, he is a managing partner at The Lineage Group, which markets his securities business. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes.

Robert Naselli is a Series 65-licensed financial advisor with LPL Financial, bringing four years of industry experience. He has also been the owner of Topel Forman LLC, a tax preparation and accounting firm, since 1997. Naselli’s background includes prior roles at Avantax Planning Partners, Inc. and long-term involvement with Topel Forman LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, offering various investment strategies supported by research and technology, and manages over $819 billion in discretionary assets through a large network of advisors.

Gerald Pruim is a financial advisor with Raymond James Financial who holds Series 63 and Series 66 licenses and has 32 years of industry experience. He has worked at Raymond James Financial and its affiliated entities since 2006 and operated Prium Financial Services from 2009 to 2020. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm delivers tailored, non-discretionary advice using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Nathan Mc Catty is a CFP®-certified financial advisor with Edward Jones in Lockport, IL, bringing eight years of industry experience. Before joining Edward Jones in 2018, he worked in real estate with Century 21 and had brief roles at Wells Fargo and Houlihans Restaurants. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Brian Williams is a CFP®-certified financial advisor with Edward Jones, where he has worked for 24 years. He has 23 years of industry experience. Williams is also the owner of an LLC in Mokena, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Tricia Bivens is a Series 66-licensed financial advisor with 11 years of industry experience, currently with Robert Baird & Co. since 2022. Her prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance, LPL Financial, and Herbst Financial Advisors. Outside of her advisory work, she is an Independent Certified OPTAVIA Wellness Coach, providing health coaching to individuals. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients with consulting and portfolio management services tailored to client goals and risk tolerances.

Eric Zehnder is a Financial Consultant at Fidelity Investments, a position he has held since 2025. In his role, he focuses on assisting clients with retirement planning to align their financial strategies with their personal goals and lifestyle preferences. Eric's approach centers on helping clients manage their investments so they can enjoy their retirement without financial concerns. His professional experience is dedicated to guiding clients through planning for their needs and wants during retirement. Outside of his professional work, Eric has interests that include biking, fitness, gardening, golf, and running.