Adam Solano Jr. is a financial advisor with Mass Mutual Investors Services in Grayslake, IL, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with Mass Mutual Investors Services since 1999 and has worked with MassMutual Life Insurance Company since 1993. Outside of his advisory role, he is an author of nonfiction works, engages in public speaking, and is a candidate for Avon Township Trustee. 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 ongoing financial planning, asset management, and educational seminars using firm-approved analytical tools to deliver tailored recommendations.

Wendy Farrissey is a financial advisor at Charles Schwab with 24 years of industry experience. She holds the CFP®, Series 63, and Series 66 credentials. Her prior experience includes eight years at Northern Trust before joining Charles Schwab in 2018. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment process.

Tarek Esseraidi is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including J.P. Morgan Securities LLC and BNP Paribas. Outside of his advisory roles, he has experience in education, having worked at Walther Christian Academy High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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 with discretionary and non-discretionary management options supported by model portfolios and research from various sources.

Travis Brown is a financial advisor with Edward Jones in Grayslake, IL, holding Series 63 and Series 66 licenses and having 20 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Elizabeth Lambert is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 24 years of industry experience. She has worked with PFS Investments Inc. since 2000 and has been affiliated with Primerica Financial Services since 1992. Outside of her advisory role, she is involved in the sale of loan products and home-related services through Primerica affiliates. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Vadim Tashlitsky is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. He has worked at Edward Jones since 2024 and has prior experience with HPAC and Lake Forest College. Outside of his advisory role, he coaches age group swimming for the Highland Park Aquatic Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Melanie Sheedy is a CFP®-certified financial advisor with 25 years of industry experience, currently with J.P. Morgan Securities. She has been with J.P. Morgan Securities since 2012 and also has a long tenure at JPMorgan Chase Bank, N.A. from 2001 to the present. Her prior experience includes managing The Sheedy Family Living Trust. 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 institutional advisory services with brokerage, distribution, and investment management capabilities.

Zachary Harveth is a financial advisor with Stifel, holding a Series 66 designation and 11 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously held roles at Morgan Stanley and Morgan Stanley Private Bank, N.A. from 2014 to 2019. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment methodology developed by its Investment Strategy Group.

Morgan Hensel is a Series 66-licensed financial advisor at Ameriprise with three years of industry experience. Prior to joining Ameriprise, Hensel held various roles including positions at Bethel University and multiple leadership development centers. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income service uses a centralized team to deliver customized Recommendation Reports supported by proprietary research and third-party data.

Adam Thompson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 15 years of industry experience. He has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2012. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Andrew Chusid has been a Wealth Management Advisor since 2016, assisting clients in managing their wealth to meet individual needs through a comprehensive, goals-based approach. He focuses on understanding each client's objectives to design personalized financial strategies, addressing common challenges such as planning for retirement income, risk management, and legacy planning. Andrew's expertise includes college education planning, executive and equity compensation services, liquidity management, personal retirement planning, tax minimization, and managing new wealth. He employs a three-step process that involves planning for defined goals and unexpected events, executing personalized strategies, and ongoing review to ensure alignment with clients' evolving needs. He holds a Bachelor's Degree from Illinois State University and carries professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Andrew is involved with the Evanston Chamber of Commerce, Girl Scouts of Greater Chicago and Northwest Indiana, and Prairie State Legal Services. He lives in Evanston with his wife and daughter.

Theodore Woytowicz is a financial advisor with LPL Financial in Lincolnshire, IL, holding a Series 66 designation and having 25 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, he is involved with the Park Ridge Citizens Patrol. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and consulting services, employing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Jordan Micklow is a financial advisor with Edward Jones in Lake Forest, IL, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Stephen Levonowich is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services INC, Spectrum Wealth Advisors, City of Kenosha, and PPG Partners LLC. Outside of advising, he is the owner and president of SJL Tax & Accounting, a tax preparation and accounting firm. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing various tools and third-party resources to construct diversified portfolios for individual and institutional investors.

Thomas Paulson is a financial advisor with RBC Capital Markets in Lake Forest, IL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior work includes positions at Bank of America, Merrill, and City National Bank. Outside of advising, he is an officer and 50% owner of a plumbing supply company and serves as treasurer on the board of a family education foundation providing college scholarships. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customized portfolio management integrating in-house and third-party managers, alongside features such as tax management and responsible investing.

Chadwick Noyes is a financial advisor at Mass Mutual Investors Services with 15 years of industry experience. He holds the ChFC® designation along with Series 63, 65, and 66 licenses. His prior roles include positions at Guardian, New York Life Insurance Company, and Eagle Strategies LLC. Outside of his advisory work, he volunteers as a youth sports coach and serves on the board of a nonprofit organization supporting individuals with Down syndrome. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers various investment programs along with educational seminars and structures financial planning as ongoing, collaborative engagements.

Christopher Brown is a financial advisor at J.P. Morgan Securities with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan entities since 1993, working at J.P. Morgan Securities since 2012. 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 broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by centralized due diligence and an ESG eligibility process.

Robert Wickenkamp is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and over 30 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2012 and also operates RJW Investment Consultants and RJW Insurance Consultants, providing insurance and investment consulting services. Additionally, he offers college funding counseling through RJW College Solutions. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm employs a range of investment strategies and platforms, combining proprietary models with third-party strategies, and supports both discretionary and non-discretionary account management.

Charles O'Neil is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds a Series 66 designation and has previously worked at City National Bank, Bank of America, Merrill, and Morgan Stanley. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients by providing advisory programs, portfolio management, financial planning, and brokerage services. The firm customizes investment strategies based on client risk profiles and utilizes both in-house and third-party managers to implement diversified portfolios.

Leland Galan is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with J.P. Morgan Securities since 2017 and previously worked at Edward Jones from 2015 to 2017. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.