G Mc Loughlin is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2019, Mc Loughlin was involved with CEKA Creative Boutique for four years and spent seven years as a homemaker. 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 and profit-sharing plans, corporations, and charitable organizations.

Nancy Morales Calara is a Financial Consultant currently working at Fidelity Investments since 2024. Prior to this role, she held positions including Relationship Manager and Transition Services Specialist at Fidelity Investments, as well as various roles at Merrill and Banker's Life and Casualty Co. Her career demonstrates a progressive experience in financial services and client relationship management. Nancy emphasizes the importance of listening and building trust in financial planning. She approaches financial discussions with a focus on understanding each client's unique circumstances, whether addressing retirement, investments, or unforeseen financial events. Her professional philosophy centers on providing clarity and support as clients navigate their financial situations. Outside of her professional work, Nancy has interests in art, badminton, cars, food, social events, and traveling.

Lindsey Driscoll is a financial advisor with LPL Financial in Westmont, IL, holding a Series 66 credential and 17 years of industry experience. Prior to joining LPL Financial in 2021, she worked at Waddell & Reed, Inc. for 12 years and has operated her own practices, including Driscoll Strategies since 2020. She has been involved with the nonprofit One For The Kids since 2012. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory and brokerage services, including financial planning, retirement consulting, and model portfolio management.

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 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Masus Financial Group, Ltd. in addition to his ongoing tenure at LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Christ Cordogan is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 17 years of industry experience. His work history includes multiple tenures at Primerica Advisors and Primerica Financial Services, as well as roles at PeopleKeep, Acosta Sales and Marketing, and Freedom Home Care. Outside of advising, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, maintaining oversight through independent due diligence and ongoing disclosure.

Edward Daly is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and five years of industry experience. He previously worked at BMO Harris Bank 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Domenico Ernandez is a CFP® and holds a Series 66 license with 27 years of industry experience. He has been with Raymond James Financial since 2009 and previously worked at Merrill from 1999 to 2003. Ernandez is also a co-owner of Heritage Partners, Inc. Outside of his advisory role, he is involved in real estate activities through ownership and partnership in entities that focus on purchasing and renting properties. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and supports municipal and public finance work, along with specialized advisory programs.

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.

Michael Sloan is a financial advisor at LPL Financial with 30 years of industry experience. He previously worked at Wayne Hummer Investments for 15 years before joining LPL Financial in 2025. Sloan holds Series 63 and Series 65 designations. 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 wide range of advisory programs, financial planning, and retirement plan consulting, utilizing research, model portfolios, and advanced technologies to support diversified strategies.

John Verbeke is a financial advisor with UBS Financial Services in Batavia, IL, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with UBS since 2006. Outside of his advisory role, he serves as a backup trustee for a personal living trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

John Burbidge Jr. is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and the Stephen Buechele Insurance Agency. Fidelity’s Strategic Advisers LLC, where he is employed, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various asset classes.

Todd Brase is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. Prior to joining LPL Financial in 2026, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2003 through 2026. 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 retirement plan consulting, utilizing model portfolios and research from both internal and third-party sources.

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.

Adele Toussaint is a CFP® professional with 27 years of experience in the financial industry. She has been with LPL Financial since 2009. 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 services, including discretionary and non-discretionary management supported by research and various portfolio strategies.

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.

Joseph Cane Jr. is a Series 66 licensed financial advisor with 15 years of industry experience, currently associated with Cetera. His career includes prior roles at Avantax Investment Services, Avantax Advisory Services, and 1st Global Capital Corp. In addition to financial advising, he is a CPA and partner at Porte Brown LLC, a CPA firm he has been involved with since 1980. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management, financial planning, and consulting services through a nationwide network of independent advisors.

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.

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.