Lindsey Driscoll is a financial advisor with LPL Financial in Westmont, IL, holding a Series 66 designation and 17 years of industry experience. She has worked with LPL Financial since 2021 and previously spent 12 years with Waddell & Reed, Inc. Driscoll is also involved with Driscoll Strategies and One For The Kids. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by extensive technology and research resources.

Robert Teske is a financial advisor at OSAIC with 13 years of industry experience. He holds the Series 66 designation and has worked at Woodbury Financial Services, Inc. and Callero and Lorenz Financial. Teske is also involved in entrepreneurial activities including roles as a licensed life and health insurance producer and in client service and retirement planning through his sole proprietorships. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated financial advisers. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to multiple advisory platforms and third-party money managers.

Jacob Cate is a financial advisor at LPL Financial with 19 years of industry experience. He has worked at LPL Financial since 2014, with prior experience at Masus Financial Group, Ltd. from 2015 to 2019. Outside of his advisory role, he is involved with an insurance agency based in Downers Grove, Illinois. 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 advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Cesar Tovias is a financial advisor at J.P. Morgan Securities with 34 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2002. He holds Series 63 and Series 65 designations. J.P. Morgan Securities LLC 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Zachary Dungee is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and eight years of industry experience. He previously worked at Ameriprise Financial Services from 2016 to 2024. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, offering goal-based financial planning without discretionary trading authority and separate managed-account options under a consolidated billing system.

Jack Wallace is an Investment Consultant at Fidelity Investments. He is actively involved in educating clients on retirement planning, including income and investment strategies. Jack has progressed through several roles at Fidelity Investments, starting as a Financial Representative in 2024, then serving as a Relationship Manager from 2025 to 2026, followed by a position as Planning Consultant in 2026 before assuming his current role. His experience encompasses various facets of financial consulting, with a focus on retirement planning and investment guidance. Outside of his professional responsibilities, Jack engages in family activities and enjoys fitness pursuits, as well as playing football and golf. He also spends time at the lake.

Michael Dusek is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and no prior industry experience. His background includes roles outside of finance, such as working at the United Center, Prairie Landing Golf Club, and Muscle Beach Nutrition. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars with an emphasis on collaborative, goal-based planning using firm-approved analytical tools.

Hani Atassi is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 25 years of experience in financial services, having begun his career in 1996. Hani specializes in creating customized wealth management strategies that address individual client needs, with a focus on portfolio management, annuity strategies for retirement income, ERISA retirement plans, and college education planning. He also provides services related to socially responsible and values-based investing, including faith-based and Islamic-compliant strategies. Hani holds a Bachelor’s degree in Chemical Engineering from the University of Texas at Austin (1991) and an MBA in Finance from Loyola University Chicago (1994). He has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Portfolio Manager (CPM), and Personal Investment Advisor (PIA). Hani serves clients such as health care professionals and offers expertise in areas like divorce transition planning, tax minimization, and investment consulting for defined contribution plans. Outside of his professional work, Hani is involved with The Mecca Center and enjoys hiking, running, and swimming. He resides in Burr Ridge with his wife and two sons. He is fluent in both English and Arabic.

Benjamin Towsey is a Financial Advisor at Merrill Lynch Wealth Management. He provides financial advisory services to clients, helping them manage their wealth effectively. Benjamin holds a Bachelor's Degree from Indiana University. Further details about his professional experience, areas of expertise, or personal interests are not provided.

Carson Beebe is a financial advisor with Charles Schwab, holding a Series 66 designation and 11 years of industry experience. He has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2015. Outside of his financial advisory role, he coaches youth wrestling through Beebe Trained Wrestling. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals. The firm offers advisory, brokerage, custody, and financial planning services through integrated wrap fee programs that combine non-discretionary and discretionary investment management options.

Patrick Calkins is a financial advisor with RBC Capital Markets in Oakbrook Terrace, IL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with RBC Capital Markets since 2008 and previously worked at City National Bank for seven years. Outside of his advisory role, he actively manages a rental townhouse in Bonita Springs, FL. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with investment strategies tailored to each client’s risk profile.

Joshua Sargeant is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and bringing two years of industry experience. Prior to joining Schwab, he worked at J.P. Morgan Securities and has experience in the hospitality sector, including a role as a bartender at Za Za Trattoria. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a mix of non-discretionary advisory relationships and access to discretionary separately managed accounts.

Rhianna Hubbard is a financial advisor with Primerica Advisors in Chicago, IL, holding Series 65 and Series 63 credentials and bringing five years of industry experience. Her prior roles include positions with Chicago Public Schools and a long-standing career with the Chicago Police Department. In addition to her advisory work, she is involved in sales of mortgage and home security-related products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, offering model-based investment strategies supported by third-party asset managers and custodial services.

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, holding a Series 66 credential and 24 years of industry experience. His prior roles include positions at TIAA-CREF, J.P. Morgan Securities, Chase Investment Services, Banc One Securities, and Morgan Stanley. He is the president and sole owner of Burchfield Investments Group, a business entity used for tax and investment purposes. 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 management services through a large network of advisors, combining advisory platforms with extensive non-advisory financial activities.

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.

Mary Whitehead is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. She holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when making recommendations.

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.