Matthew Alexander is a CFP® professional with seven years of industry experience. He is currently affiliated with LPL Financial and has held roles at firms including SagePoint Financial, Third Street Advisors, and OSAIC. Alexander is also associated with Alpha Dog Advisors, a business entity he 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 variety of advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management supported by research and model portfolios.

Yifan Bian is a financial advisor at LPL Enterprise with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charities, 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 broad range of brokerage and insurance products via its integrated platform.

Nicholas Beis is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and previously worked at Wilson & Wilson Estate Planning & Elder Law LLC and Bellock & Coogan Ltd. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages a variety of investment structures, including model portfolios and fund-of-funds, and is noted for its use of systematic methodologies and formal governance procedures.

Todd Sulzer is a financial advisor with Ameriprise in Downers Grove, IL, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliate since 2002. Outside of advising, he assists with the operation of an existing tax practice. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Darek Chlipala is a financial advisor with Cetera in Lombard, IL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at Foresters Financial and Foresters Advisory Services before joining Cetera in 2019. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad 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, accommodating both discretionary and non-discretionary strategies with over $256 billion in assets under management.

George Delgiudice is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wayne Hummer Investments LLC and J.P. Morgan Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, featuring both discretionary and non-discretionary management supported by model portfolios and research.

James Jasper is a financial advisor with Mass Mutual Investors Services in Lisle, Illinois, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has worked with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2013. In addition to his advisory role, he is licensed as a life and health insurance agent. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, using firm-approved software and collaborative annual planning processes to provide investment recommendations.

Bharati Thakkar is a financial professional with 13 years of industry experience, currently affiliated with Cetera. She holds Series 63 and Series 65 credentials and has worked with Cetera Investment Advisors LLC since 2020 and Cetera Financial Specialists since 2013. Outside of her advisory role, she is involved as an assistant in accounting, tax, and financial services at Vijay Thakkar and Associates Ltd. Cetera Investment Advisors LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options, financial planning services, and access to third-party money managers.

Thomas Mc Cartney is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 63 and Series 66 designations and has 30 years of industry experience. Prior to his current role, he was associated with M Holdings Securities, Inc. and operated his private wealth management practice through My Advisor & Planner LLC. Outside of advisory work, he manages MAP Professional Building LLC, a family-owned business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm uses risk profiling and analytical modeling to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.

Humberto Raya Vazquez is a Financial Advisor at Merrill Lynch Wealth Management, specializing in bespoke wealth strategies, multidisciplinary financial planning, and customized investment solutions for individuals and families. He combines a foundational background in retail banking with an international perspective to assist clients in navigating complex financial landscapes. Humberto began his career in financial services as a bank teller and progressed through various operational and client-facing roles before transitioning to financial advising. This experience has provided him with a comprehensive understanding of banking, lending, and advisory processes. With over eight years in the financial services industry, Humberto holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He approaches wealth management by understanding each client's unique goals, values, and life priorities, creating tailored strategies aligned with their specific risk tolerance and long-term objectives. Humberto emphasizes discipline, patience, and a long-term perspective to help clients achieve financial freedom and lasting success. Humberto's personal interests include football, hunting, soccer, spending time with his family, swimming, and traveling. He is bilingual in English and Spanish and holds a High School Diploma from Parkway High School.

William Fitzgerald IV is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at AXA Advisors, Northwestern Mutual Investment Services, and several positions linked to the University of Illinois and local businesses. He also operates under the DBA Optimal Planning Partners, Inc. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm utilizes LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Devin Price is a financial advisor at Edward Jones in Elmhurst, IL, holding a Series 66 designation with one year of industry experience. Before joining Edward Jones, he served five years in the United States Army and worked at McMaster-Carr for two years. He is currently applying to volunteer as a Military Academy Liaison Officer, assisting students with West Point and ROTC applications. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Stephen Williams is a CFP® professional at Thrivent Investment Management with 28 years of industry experience. His career includes positions at Harris Investor Services, Inc and Huntington Bank prior to joining Thrivent. He is based in Naperville, IL. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based planning across various financial topics, offering these services either on a one-time or ongoing basis.

John Ciullo is a financial advisor with Ameriprise in Oakbrook Terrace, IL, holding a Series 66 designation. He joined Ameriprise in 2025 and has prior experience working in various roles outside the financial industry, including positions at Indiana University and several food service businesses. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources, tax-aware withdrawal strategies, and Social Security claiming options. The firm’s approach integrates proprietary investment research and third-party data within a structured advisory framework.

Thomas Mc Hugh is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. Prior to joining J.P. Morgan Securities, he worked at US Bancorp and Jpmorgan Chase Bank. Outside of his advisory role, he coaches girls varsity basketball at Crown Point Community Schools and has over a decade of experience coaching youth basketball. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations that clients execute on a non-discretionary basis.

Timothy Wagenknecht is a financial advisor at Fidelity with 17 years of industry experience and holds a Series 66 designation. His prior roles include positions at E*TRADE Capital Management LLC, Wealth Watch Advisors, LLC, and Fortified Financial Services, Inc. Outside of his advisory work, he is a partner in Patriot Property Partners, LLC, a company formed to hold and maintain property. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios constructed from mutual funds, ETFs, and ETPs.

John Anderson is a financial advisor with Equitable Advisors in Oak Park, IL, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2001, previously affiliated with Axa Advisors. Outside of his advisory role, he serves as Vice Chairman on the Board of Directors for 100 Black Men of Chicago Inc., a youth mentoring group focused on economic empowerment initiatives. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals and risk tolerance.

Brandon Macias is a financial advisor with Edward Jones in Wheaton, IL, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2019 and previously was involved in hospitality management and a bread and wine business. Macias serves as a board member of DayOne Alliance, a nonprofit organization focused on compliance with its mission and ethical standards. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of asset segments. The firm offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Arthur Pizzello is a financial advisor with Raymond James Financial Services Advisors, Inc., holding the CFP® designation and Series 66 license, with nine years of industry experience. Prior to joining Raymond James, he worked at First Trust Advisors L.P. and Invesco Distributors, Inc. He is a partner in Favia Group 2.0 Inc., a support company based in Villa Park, IL. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice supported by risk profiling and analytical tools, and maintains unique affiliations in municipal advisory and SIMPLE IRA employer consulting services.

Jason Yang is a financial advisor with LPL Enterprise in Downers Grove, IL, holding Series 63 and Series 65 licenses and having nine years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, NYLIFE Securities LLC, New York Life Insurance Co, MetLife Securities Inc, and BMO Harris. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management programs through both advisory and brokerage channels.