John Bodolay is a Certified Financial Planner® at UBS Financial Services with 39 years of industry experience. He has been with UBS since 1994, serving clients from Barrington, Illinois. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and a range of capital markets services. The firm combines institutional trading capabilities with wealth management through proprietary research and model-based asset allocation.

Robert Johnson III is a financial advisor at Edward Jones in Lake Barrington, IL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, he worked in sales roles at automotive companies including Napleton Westmont Porsche and Muller Subaru. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and offices nationwide.

Matthew Ramos is a Financial Consultant currently based in the Deer Park office. He partners with individuals and families to develop financial plans tailored to their personal definitions of success. With a career spanning over 20 years in the industry, Matthew collaborates with clients to co-create financial roadmaps that leverage a wide range of resources and services. Matthew's professional experience includes roles as a Financial Consultant at Fidelity Investments since 2022, Financial Advisor at Tranel Financial Services in 2022, Senior Financial Consultant at TD Ameritrade from 2018 to 2021, Producing Branch Manager and Financial Consultant at Scottrade between 2014 and 2018, Financial Consultant at TD Ameritrade from 2006 to 2014, Personal Finance Specialist at Hewitt Associates from 2005 to 2006, and Licensed Sales Assistant at Comerica Securities from 1995 to 1996. Outside of his professional work, Matthew has interests in cars, cooking and baking, family activities, fitness, social events with friends, and motorcycles.

Darell Hughes James is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with individuals, families, and business owners to help them pursue their financial goals through personalized wealth management strategies. Leveraging the resources of Merrill and Bank of America, he provides guidance in wealth planning, retirement strategies, investment management, and risk management. Darell holds a Bachelor's Degree from Northern Illinois University and holds the designation of Personal Investment Advisor (PIA). His approach emphasizes understanding what matters most to clients and assisting them in making informed decisions with confidence. His client focus areas include family wealth management strategies, managing new wealth, and retirement income. Outside of his professional role, Darell enjoys dancing, music, and soccer.

Kathleen Wresch is a financial advisor with Edward Jones in Lake in the Hills, IL, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at Homeside Financial and Perl Mortgage. 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 strategies supported by a large nationwide network of financial advisors and branch offices.

Brandon Blazer is a financial advisor with Wells Fargo Clearing in Barrington, IL. He holds a Series 66 designation and has 17 years of industry experience, including 10 years with Wells Fargo Clearing. 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 manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

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.

Jose Lopez Maldonado is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. He previously worked at BMO Harris Financial Advisors from 2016 to 2021 before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced research and operational tools.

Erick De La Cruz is a financial advisor at Morgan Stanley in Barrington, IL, holding a Series 66 designation. He began his career at Morgan Stanley in 2025. Prior to this role, his work experience includes positions at Coro Enterprises LLC The Red Lion, Exmoor Country Club, and Target Corporation. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients. The firm offers tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Melanie Sheedy is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2012. She has worked with JPMorgan Chase Bank, N.A. for 25 years and was involved with The Sheedy Family Living Trust from 2010 to 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.

Casey Torrey is a financial advisor at Edward Jones in Round Lake, IL, holding the ChFC® and Series 66 designations with 14 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Torrey is the owner and singer of a local band called Acousticats. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, with a nationwide network of advisors and branch offices, managing approximately $1.01 trillion in assets under management.

Brian Schnell is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. His prior roles include positions at Northern Trust Bank, Bank of America, Merrill, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services alongside broader investment and brokerage capabilities.

Stanley Kottke is a financial advisor at Thrivent Investment Management with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning and allows clients to combine planning with managed-account programs while keeping the services separate.

Dennis Gorman is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at LPL Financial since 2018. Prior to that, he was with Cetera Advisor Networks for five years and has operated Gorman & Associates since 1990. He is involved with the CPA Affiliate Program through Gorman & Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment programs, including model portfolios and third-party asset management, supported by advanced operational tools and a broad platform of non-advisory financial services.

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.

Kelly Karecki is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its financial planning process.

Timothy Matta is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. He previously worked for SRI Systems Research Inc for 19 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Kenneth Molnar is a financial advisor at Fidelity with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Southwest Securities and Invex, LLC. He has also held a role at Communitech Outposts. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic model portfolios and manages sub-advisers while maintaining oversight and conflict-of-interest controls.

Robert Dion is a financial advisor with Morgan Stanley in Crystal Lake, IL, holding Series 63 and Series 65 designations and with 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analytics.

Sean Borchers is a financial advisor at Edward Jones with five years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at JP Morgan Chase in various capacities for nine years. Outside of finance, he is involved with a music band called Wings of Severance that performs around the Chicagoland and Milwaukee areas. Edward Jones is a wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment services. The firm has a large network of advisors and branch offices and offers both discretionary and non-discretionary strategies, including tax-efficient services and access to affiliated mutual funds.