Nicholas Hamilton is a financial advisor with LPL Financial in Chicago, IL, holding Series 63 and Series 66 credentials and 24 years of industry experience. His prior roles include positions at Old National Bank, Alliant Credit Union, Raymond James Financial, and U.S. Bancorp Investments, Inc. He is also associated with Alliant Retirement and Investment Services as a DBA. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad suite of financial products.

Michael Tursi is a CFP®-certified financial advisor with 10 years of industry experience, currently associated with Wells Fargo Advisors in Arlington Heights, IL. His prior roles include positions at PNC Investments and Charles Schwab. Outside of his advisory work, he owns J.M. Equity Advisors LLC and serves as a notary public. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a broad range of investment and financial planning services to individuals, trusts, and institutions. The firm offers specialized planning services and integrates advisory offerings with other financial products and referral channels.

Jeffrey Garbaciak is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at New York Life Insurance Co. and NYLIFE Securities LLC, as well as founding his own consulting business. He also has experience working outside the financial industry, including roles at Home Depot and in healthcare settings. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Adam Stock is a financial advisor at OSAIC with 27 years of industry experience. He holds a Series 66 designation and has worked previously at Lincoln Financial Advisors and Merrill. Outside of his advisory role, he serves as president of Rising Stock, Inc., a consulting and training company, and holds board positions with a religious organization and a private school. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services across various financial programs. The firm's investment approach focuses on model-based asset allocation and portfolio optimization, with access to discretionary and third-party managed strategies.

Jared Korn is a Financial Advisor specializing in comprehensive wealth management for small business owners, corporate executives, and high-net-worth families. He is associated with Merrill Lynch Wealth Management and has over eight years of experience in the financial services industry. Jared focuses on developing personalized strategies that encompass a holistic view of clients' financial landscapes, aligning with their objectives, risk tolerance, and time horizons. His expertise includes portfolio management, tax planning, estate planning, retirement solutions, executive compensation optimization, and small business retirement plans. Jared is committed to building long-term relationships grounded in trust and a deep understanding of his clients' financial goals. He actively stays informed of market trends and regulatory changes to provide relevant advice. Jared holds a Bachelor's degree from the University of Illinois Urbana-Champaign and is a Personal Investment Advisor (PIA). He participates in professional organizations such as the Merrill Lynch Bank of America Disability Action Network and the Inter-Generational Employee Network. Outside of his professional role, Jared enjoys adventure sports, boating, football, golfing, music, rock climbing, skiing, surfing, and spending time with his family.

Shawn Marks is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently employed at JPMorgan Chase Bank, N.A. since 2003. Prior to that, he worked at Morgan Stanley DW Inc. for one year. Shawn holds Series 63 and Series 65 licenses. 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 written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Yonglin Ren is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 designations. He has 20 years of industry experience, including prior roles at LPL Financial and Edward Jones. Ren also operates a tax services firm as an IRS Enrolled Agent and works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutions such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians. The firm provides both discretionary and non-discretionary management and features proprietary model strategies under the Founders Gate Capital brand.

Jon Meek is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, he is involved with the Center for Enriched Living, a recreation-focused organization in Riverwoods, Illinois. Morgan Stanley Wealth Management offers a wide range of advisory programs serving both individual and institutional clients, with a focus on tailored financial planning and a structured discovery process using firm-approved tools.

Derek Bergquist is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. His prior work includes roles at BSI Group and Sterling Engineering. In addition to his advisory work, he is involved in sales of loan products and home security referrals through Primerica affiliates. Primerica Advisors is a large-scale firm serving individual investors, corporate, and charitable clients through a wrap-fee asset management program. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through established industry partners.

Nathan Levin is a CFP® with 10 years of industry experience, currently affiliated with Cetera. His prior roles include positions at Ameriprise Financial Services and Edward Jones. He serves as treasurer on the Manors of Highland Park Condo Association Board. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of independent advisors, serving individual clients, retirement plans, corporate, charitable, and institutional accounts through diversified portfolio management and financial planning services. The firm operates a multi-manager platform offering a variety of program structures with over $256 billion in assets under management.

Christina De Giuseppe is a CFA® charterholder and holds a Series 63 license, with nine years of experience in the financial services industry. She has worked at UBS Asset Management for six years before joining UBS Financial Services in 2021. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, using proprietary research and model-based asset allocations to customize plans based on client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and custody solutions.

Tomio Nanto is a financial advisor with LPL Financial based in Schaumburg, IL. He holds Series 63 and Series 66 designations and has eight years of industry experience. Prior to LPL Financial, he worked at BMO Bank NA and BMO Harris Bank. 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, third-party asset management, and institutional platforms.

Tracy Cook is a financial advisor at Merrill with 18 years of industry experience. She holds Series 63 and Series 65 designations and has been with Merrill since 2008. 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 supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kenneth Kruss is a financial advisor at Osaic Wealth with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services and Citigroup Global Markets. He is also president of Kruss Investment Services, Inc., a company involved in fixed insurance sales. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization.

Carl Mauter Hollenbeck is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. He has been associated with Cetera and its related entities since 2025 and also serves as an advisor at Rozovics Wealth Management LLC. In addition to his advisory role, he is a partner at Rozovics Group LLP, where he prepares and reviews tax returns and provides tax consulting to small businesses, and he owns CJ Hollenbeck & Associates Professional Company, which manages client services for Rozovics Group LLP. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers and various program structures.

Derek Nichols serves as Vice President and Branch Leader at Fidelity Investments, a position he has held since 2026. In this role, he leads a team of advisors by providing support and coaching aimed at maximizing their potential. He focuses on fostering a positive work environment and developing the skills and capabilities of his team to serve more clients effectively each day. Prior to his current role, Derek was a Branch Leader at Fidelity Investments from 2024 to 2026, and before that, he was Vice President and Wealth Planner at the company from 2018 to 2024. His mission is to create a culture of excellence, collaboration, and innovation within his branch while delivering exceptional service and value to clients. Outside of his professional responsibilities, Derek has personal interests that include fitness, football, golf, hiking, and motorcycles.

Jeremy Ryan is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His work history includes roles at JPMorgan Chase Bank and Hussar Capital. 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 and fund searches, and customized performance reporting, with an advisory process supported by centralized due diligence and a combination of quantitative and qualitative research.

Blake Ripes is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and Fifth Third Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations, focusing on written asset allocation advice, investment manager searches, and customized performance reporting.

Joshua Mancino is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His career includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and provides access to third-party asset managers, financial planning, and various affiliated financial services.

James Oshaughnessy is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and more than 34 years of industry experience. He has worked at several firms, including Global Retirement Partners, HUB International, Sheridan Road Advisors, and Equitable Advisors. 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 financial planning and investment solutions, including model portfolio programs and institutional platforms, supported by a large network of advisors and advanced operational tools.