John Witt is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Wells Fargo Advisors since 2016. Witt is the owner of Witt Wealth Management, an investment-related business based in Chicago that operates within the Wells Fargo Finet practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for its clients.

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.

Jermaine Gomes is a financial advisor with Merrill in Oak Brook, IL, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with Merrill since 2009. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stewart Burchfield is a financial advisor with LPL Financial who holds a Series 66 designation and has 23 years of industry experience. Prior to joining LPL Financial in 2020, he worked with TIAA-CREF from 2015 to 2020. He is president of Burchfield Investments Group, a business entity established 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 broad range of financial planning and advisory programs, including discretionary and non-discretionary management supported by proprietary and third-party research.

Robert Bailie is a financial advisor at Ameriprise in Darien, IL, with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Bank of America and Merrill. Bailie has been with Ameriprise and its affiliates since 2017. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, supported by a centralized consulting team and algorithmic tools.

Luis Solis is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His work history includes roles at Bank of America, Merrill, Aurora University, and various retail and service positions. 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.

Milton Flanagan is a financial advisor at OSAIC in Warrenville, IL, with 26 years of industry experience. He holds the ChFC® designation along with Series 63 and 65 licenses. Prior to joining OSAIC in 2024, he spent ten years at Woodbury Financial Services, Inc. Flanagan is president of the Gerard Radice Educational Foundation, which provides scholarships, and he also teaches a retirement preparation class as adjunct faculty. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients, offering integrated brokerage and advisory services. The firm employs various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

John Paetsch is a financial advisor at Ameriprise Financial Services with 10 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2016 to 2026. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with a tax-aware approach. The firm’s retirement income recommendations are supported by investment research and proprietary tools, with a non-discretionary implementation process.

Christopher Diaz is a financial advisor at Edelman Financial Engines with two years of industry experience. He holds the Series 66 designation and has worked at several firms including Equitable Advisors and Michael Fultz prior to joining Edelman Financial Engines. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large participant base through both advisor-led and online offerings.

Susan Kang is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at Prudential Insurance Company of America since 1997, including 27 years with Pruco Securities, LLC. Kang is also involved with A.S.K Financial and Insurance Services, providing health insurance-related services. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a variety of brokerage and insurance products within an integrated platform.

Brennan Harrington is a CFP®-designated financial advisor with LPL Financial in Oak Brook, IL, and has four years of industry experience. His prior roles include positions at Prairie Sky Financial Group and Visual Six, along with experience in education at Elkhart Community Schools and Indiana University. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to various model portfolios and research sources.

Micah Shields is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2013, including a role at Morgan Stanley Private Bank, National Association, since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services that utilize structured discovery conversations and firm-approved planning tools.

Jeff Huntzinger is a financial advisor with J.P. Morgan Securities in Hinsdale, IL, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been with J.P. Morgan Securities since 2014. J.P. Morgan Securities 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 non-discretionary advisory model. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Joe Estes is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to his current role, he worked at Wells Fargo Advisors LLC for seven years. Outside of his advisory work, he serves as a trustee of his mother's trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Cassidy Leonard is a Financial Advisor at Merrill Lynch Wealth Management. She works closely with clients to create personalized investment strategies tailored to their individual goals and financial circumstances. Her approach emphasizes understanding what matters most to her clients and adapting their portfolios as their needs evolve. With expertise in areas including college education planning, liquidity management, managing new wealth, personal retirement planning, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income, Cassidy provides comprehensive financial guidance. She holds designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), and earned her bachelor's degree from the University of Alabama. Outside of her professional role, Cassidy has interests that include antiquing, football, gymnastics, ice skating, music, skiing, spending time with family, traveling, watching movies, and practicing yoga.

Mark Loftus is a CFP® professional affiliated with Raymond James Financial in Downers Grove, Illinois, with 38 years of industry experience. He has held roles at Morgan Stanley and founded several business entities including Independent Wealth Partners and Loftus & Preusser Wealth Partners. His business activities involve managing multiple wealth management brand partnerships co-branded with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports specialized municipal and public-finance work that is uncommon among large institutional advisors.

Dave Eklin is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2016. Prior to this role, he worked as a Financial Advisor at Edward Jones from 2013 to 2016 and as an Equity Options Derivatives Trader at Infinium Capital Management from 2009 to 2012. In his current role, Dave focuses on listening to his clients to understand their financial goals and collaborates with them to create, implement, and maintain financial plans that support their desired lifestyles. He leverages various resources to help clients work towards achieving their financial objectives. Outside of his professional work, Dave engages in family activities and enjoys fitness, football, golf, spending time at the lake, and photography.

Peter Ledebuhr is a financial advisor with LPL Financial in Naperville, IL, holding a Series 66 designation and 25 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Samuel Herr is a Financial Advisor with Merrill Lynch Wealth Management. He works with individuals, families, and business owners to develop personalized financial strategies aimed at pursuing their financial goals and managing major life transitions. Samuel emphasizes building lasting client relationships through thoughtful guidance, comprehensive planning, and understanding each client's unique priorities and aspirations. Samuel's expertise includes retirement planning, wealth accumulation, investment management, and wealth transfer. He approaches financial advising as a collaborative process, focusing on disciplined planning and investment strategies to help clients stay on track toward their short- and long-term objectives. His work covers a range of needs from general investing to preparing for unexpected life events. He holds a Bachelor's Degree from the University of Notre Dame and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Outside of his professional role, Samuel enjoys cooking, golfing, ice hockey, music, spending time with his family, and traveling.

Tyler Engel is a financial advisor at Equitable Advisors with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Axa Advisors and Wells Fargo Advisors. He is also the owner of Engel Wealth Management LLC and serves as a financial advisor at Life Loyal Advisors, both roles with no compensation reported. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and provides both advisory and brokerage/insurance services.