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 and was associated with Pruco Securities, LLC for 27 years. Outside of advisory services, she is involved with A.S.K Financial and Insurance Services, focusing on health insurance. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, offering access to third-party managers and a range of financial planning and consulting services.

Brennan Harrington is a CFP® professional with four years of industry experience, currently affiliated with LPL Financial in Oak Brook, IL. His prior roles include positions at Prairie Sky Financial Group and Visual Six, among others. 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, and institutional platforms, supported by a large network of investment adviser representatives.

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.

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 26 years of industry experience. His prior experience includes roles at Citigroup Global Markets, Citicorp Investment Services, and UBS Financial Services. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by advanced advisor-focused tools.

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 seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Axa Advisors, Wells Fargo Advisors, and the University of Illinois. Outside his advisory role, he is the owner of Engel Wealth Management LLC and works with Life Loyal Advisors on financial goal planning, both on a part-time volunteer basis. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes various advisory models and third-party managers while offering services that cover mutual funds, ETFs, separately managed accounts, and select alternative investments.

Arturo Abarca is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Chase and J.P. Morgan Securities. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools, with an emphasis on advisory roles rather than individual security recommendations.

Todd Cherrington is a financial advisor with LPL Financial based in Naperville, IL. He holds a Series 66 designation and has eight years of industry experience, including prior roles at BMO Harris Financial Advisors and BMO Harris Bank. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

John Baggio is a financial advisor with Primerica Advisors in Tinley Park, IL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Primerica Advisors since 1996 and Primerica Financial Services since 1995. Outside of his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm emphasizes a percentage-based tiered wrap fee and utilizes third-party asset managers overseen through an independent due-diligence process.

David Soper is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Woodbury Financial Services, Inc. for 13 years prior to joining OSAIC in 2024. Outside of his advisory work, he is co-owner of Salon St. Clair, a hair salon operated by his spouse. OSAIC serves a diverse client base including individual and high-net-worth investors, institutions, and charitable organizations, providing integrated brokerage and advisory services across multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include a range of investment vehicles, offering both discretionary and non-discretionary account management.

Brandon Self is a financial advisor with Ameriprise in Naperville, IL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Ameriprise since 2009 and has been associated with H & R Block Financial Advisors, Inc. since 1999. Outside of his advisory role, he is involved in a business ownership activity unrelated to investment management. Ameriprise serves individuals approaching or in retirement, offering a specialized retirement-income planning service that provides detailed, non-discretionary recommendation reports. The firm employs a combination of research, modeling, and tax-efficiency analysis to support clients with assets generally exceeding $1 million.

William Conte is a financial advisor with Morgan Stanley in Orland Park, Illinois, holding Series 63 and Series 66 licenses and having 38 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Conte serves as a board member of the Joliet Junior College Foundation Association. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and incorporates various investment and risk modeling techniques in its advisory services.

Jordan Twidell is a Financial Consultant currently working at Fidelity Investments. He has held various roles within Fidelity, including Investment Consultant, Planning Consultant, and Relationship Manager, demonstrating a progressive career in financial services since 2020. Prior to joining Fidelity, Jordan worked at Northwestern Mutual, where he served as an Associate Wealth Management Advisor and Financial Representative between 2016 and 2020. Throughout his career, Jordan has developed expertise in wealth management, investment consulting, and client relationship management. His professional focus is on providing diligent and personalized financial advice, treating each client's financial situation with individual attention. Outside of his professional work, Jordan has interests in cars, fitness, golf, and parenthood.

Richard Hanviriyapunt is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors (formerly Axa Advisors, LLC) since 2008. Outside of his advisory role, he volunteers as a tax preparer for the Thai American Association and is involved in tax preparation and notary services through his own business activities. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and diversified asset management programs. The firm utilizes both proprietary and third-party investment models and provides fiduciary services to qualified plans through a network of Investment Adviser Representatives.