Michael Osullivan is a financial advisor with LPL Enterprise, holding Series 65 and Series 66 credentials and 26 years of industry experience. He has worked at LPL Enterprise since 2024 and previously held positions at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and other institutional clients. The firm offers financial planning, consulting, and access to model wealth portfolios and third-party asset management, combining advisory programs with brokerage and insurance product sales.

Thomas Katula is a financial advisor at Cetera with over 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and its related entities since 2018. His prior experience includes roles at Marquette Bank and INVEST Financial Corp. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable accounts, and institutional investors. The firm offers diversified portfolio management and planning services through a large network of independent advisors using multiple program structures and managerial options.

Kimberly Smith is a financial advisor at Thrivent Investment Management with four years of industry experience. She holds the Series 66 designation and has previously worked at PD Miller Insurance Agency Inc for twelve years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, focusing on holistic, goal-based planning without discretionary trading authority. The firm offers a service called WealthPlan that combines planning with managed-account programs under a consolidated billing option.

William Moore is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and has worked previously at Charles Schwab Bank and Charles Schwab & Co., Inc. Moore serves on the Leadership Advisory Board of City Church Chicago, where he evaluates financial decisions related to property and renovation projects. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and multiple portfolio strategies.

Ann Hunziker is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. She also leads Hunziker & Associates, Inc., where she manages client account processing, research, and client communications. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and employs analytical tools to support client goals while maintaining specialized services like municipal advisory and SIMPLE IRA Employer Advisory programs.

Andrew Lacksonen is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has been with Equitable Advisors since 2026 and previously worked at Transamerica and Elmhurst University. Outside of his advisory role, he is involved with Four Star Lacrosse. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing a range of programs and third-party asset managers.

Christopher Fash is a CFP® professional with 24 years of experience in the financial services industry. He has worked at Ameriprise since 2017, including its affiliated entities, and previously held positions at MetLife Securities Inc. and Rabjohns Financial Group/Nef. Outside of advising, he manages FWA Partners, LLC, a business supporting his practice operations, and is a member of the Lockport Duck Club, a private hunting club. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Mazin Nabulsi is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and seven years of industry experience. He has worked at Charles Schwab Bank, SSB and Charles Schwab and Co., Inc. since 2022, with prior experience at TD Ameritrade and TEK Systems. Outside of finance, he has been involved with Varsity Tutors for nine years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a centralized operational structure.

Alexandria Lach is a financial advisor with Morgan Stanley in Orland Park, IL, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she assists in managing a family rental property by preparing leases, screening tenants, and collecting rents. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools and modeling techniques.

Matt Wilke is a financial advisor at LPL Financial with 16 years of industry experience. He previously held roles at J.P. Morgan Securities and JP Morgan Chase Bank, n.a., and worked in education at Tinley Park High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Matthew Davidson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021. Prior to his financial services career, he held roles at Daly Fire Protection, Marist High School, Saint Xavier University, and Domani Construction. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, delivering customized asset allocation advice and performance reporting through a non-discretionary approach. The firm combines quantitative modeling with centralized due diligence, includes an ESG eligibility framework in its recommendations, and offers a broad range of investment products through its affiliation with the larger J.P. Morgan organization.

Michael Robbins is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 designations and has 33 years of industry experience. Robbins previously worked at Edward D. Jones & Co., L.P. for 29 years. He is also the owner of Apex Capital Management, LLC, a non-investment-related business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, nonprofit, and institutional clients. The firm employs non-discretionary planning and consulting tailored to client goals, supported by analytical tools and unique offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Thomas Oconnor Jr. is a financial advisor at Wells Fargo Clearing with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo in various capacities since 2009, including seven years at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to evaluate investment options and offers a range of brokerage and advisory solutions while managing approximately $671 billion in assets.

William Kraus is a financial advisor at LPL Financial with four years of industry experience. He previously worked at Wintrust Investments, LLC, and has experience in both educational and financial settings. 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 range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from various sources.

Angelo Imbrogno is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 32 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, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolio management and retirement plan consulting.

Berenice Tapia Vertiz is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and four years of industry experience. She has worked at J.P. Morgan Securities since 2021 and has been with JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Michael Rubin is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 14 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked with The Prudential Insurance Company of America and Pruco Securities, LLC. Rubin also engages in the sale of fixed life insurance products through a related insurance agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients by providing financial planning, advisory services, and access to a range of brokerage and insurance products. The firm’s integrated platform supports both advisory and brokerage channels, leveraging model portfolios and third-party managers to deliver investment advice.

Jordan Raynor is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Charles Schwab & Co., Inc., and American Valuation Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options supported by research and model portfolios.

Mary Galvin is a financial advisor at OSAIC with 24 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked for Woodbury Financial Services for 17 years. Outside of advising, she prepares tax returns using TurboTax software and provides referrals for property and casualty and health insurance. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on asset allocation tools, risk assessment, and access to third-party money managers.

James Trent is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Charles Schwab Bank, SSB, and Charles Schwab & Co. Inc. Trent maintains affiliations with both LPL Financial and BMO Harris Financial Advisors. 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 range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and various technologies to support diversified investment strategies.