Matthew Gall is a financial advisor with OSAIC Wealth, Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior roles include positions at Raymond James & Associates, Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Citigroup Global Markets. He is also involved with several wealth management LLCs. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services emphasizing model-based asset allocation, portfolio optimization, and access to third-party managers and alternative investments.

Margaret Furlong is a financial advisor at LPL Enterprise with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Pruco Securities, LLC for 31 years. She also maintains a longstanding affiliation with Prudential Insurance Company of America. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

John Keener III is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience, including prior roles at FSC Securities Corp and MSI Financial Services, Inc. He also operates a non-variable insurance business under Wall Street Wealth Management. 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 and access to third-party asset management, employing both discretionary and non-discretionary strategies.

Robert De Young is a financial advisor with Edward Jones, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at White Castle System, Inc. for over four decades. 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.

Brian Strandquist is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 66 and Series 63 designations and has worked with JPMorgan Chase Bank since 2009. 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. The firm combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities compared to many institutional programs.

Kristina Huda Dimen is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Merrill since 2009 and is also associated with Bank of America, N.A. since 2007. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Stefanie Haugen is a Senior Financial Advisor with Merrill Lynch Wealth Management and the Theis Noga Group. She began her career at Merrill in 2015 and has been with the Theis Noga Group since 2016. Stefanie supports clients in feeling secure and well-prepared for their financial futures, focusing on personalized guidance that helps individuals and families make informed decisions and pursue their goals with confidence. Throughout her career, Stefanie and her team emphasize a planning-based approach that provides structure and long-term goal setting, particularly during emotionally charged situations. She assists clients in retirement preparation and navigation by integrating investment management, tax considerations, and estate planning into comprehensive strategies. Stefanie collaborates with the firm's wealth management banking and trust specialists, as well as CPAs and attorneys, to implement thoughtful, tax-efficient estate and wealth-transfer plans. Stefanie holds a Bachelor's degree from Concordia University in Chicago and the Chartered Retirement Planning Counselor (CRPC) designation, reflecting her expertise in retirement income planning and long-term financial preparedness. She is also involved with Bridge Communities. Stefanie resides in Saint Charles, Illinois with her husband, Mike, their son Oliver, and their two dogs, Benny and Zoe.

Yvette Kendall is a financial advisor at Morgan Stanley with seven years of industry experience. She holds the Series 63 and Series 66 licenses. Prior to joining Morgan Stanley in 2023, she worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA between 2018 and 2023, and spent twenty years at Northern Trust from 1998 to 2018. Outside of her advisory role, she is involved as a travel agent with Inteletravel. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a broad range of investment programs, managing approximately $2.74 trillion in client assets.

Casey Adams is a CFP® certified financial advisor at Ameriprise with 10 years of industry experience. Prior to joining Ameriprise in 2023, he worked for Edward Jones from 2016 to 2023. Outside of his advisory role, he is involved with Ninth Avenue LLC, where he also provides financial advising services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that includes a written Recommendation Report and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Erik Anderson is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and eight years of industry experience. He has worked at Equitable Advisors since 2018 and previously was affiliated with AXA Advisors, National Securities Corporation, and Olivet Nazarene University. 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 asset-management programs, utilizing a combination of firm-offered and third-party advisory solutions.

Mohammed Ghouse is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank and JPMorgan Securities since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research with a forward-looking approach to capital markets and incorporates ESG criteria in its recommendations.

Sebastian Arpino is a Financial Advisor with Merrill Lynch Wealth Management. He has nearly 20 years of experience in the financial industry, guiding clients through comprehensive wealth management processes grounded in personalized, goals-based financial strategies. Sebastian works as part of The Speers Group, collaborating with a dedicated team to deliver customized strategies that align investment risk with clients' unique goals. His expertise encompasses areas such as cash flow management, lending solutions, retirement income planning, investment strategy development, wealth transfer and legacy planning, and education funding strategies. Sebastian focuses on advising entrepreneurs, privately held entities, financial industry and real estate professionals, and law firm partners. His approach includes strategies ranging from investment and risk management, tax minimization, credit and lending, income and liquidity management, advanced estate planning services, wealth transfer, and philanthropy. Sebastian holds professional designations including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his education from the University of Illinois at Chicago. In addition to his professional work, Sebastian is involved with organizations such as the Haymarket Center, Habitat for Humanity, and Marklund. He speaks English and Italian, and his personal interests include cooking, football, golfing, and spending time with his family.

James Sianta is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in the financial services industry in 1995 after earning a bachelor's degree in Finance and Marketing from Indiana University’s School of Business. James focuses on assisting families in establishing and maintaining personalized wealth management strategies. His approach involves a disciplined process that starts with understanding each client's individual needs, concerns, and priorities. His areas of expertise include college education planning, tax minimization, and retirement income. James holds several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), CHARTERED FINANCIAL CONSULTANT (ChFC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, James dedicates time to personal interests such as golfing, spending time with his family, and traveling.

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.

Desze Adams is a Series 66-credentialed financial advisor with four years of industry experience. He is currently with J.P. Morgan Securities and JPMORGAN Chase Bank, N.A., where he has worked for one year. Prior to joining J.P. Morgan, he spent five years at Bank of America N.A./Merrill Lynch, Pierce, Fenner & Smith Inc. Outside the financial sector, Adams has experience working with Amazon Flex. 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 program focuses on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating both quantitative and qualitative research.

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.