Heidi Merkle is a financial advisor with Morgan Stanley Wealth Management in Barrington, Illinois, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. She previously worked at Merrill for 23 years before joining Morgan Stanley Smith Barney LLC in 2018. 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, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools.

Melissa Gomez Castrejon is a financial advisor with LPL Financial, holding a Series 66 license and one year of industry experience. Her prior work includes roles at Fidelity Investments, JPM Chase, and Lou Malnatis. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a national network of adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, utilizing model portfolios and research from various sources.

Janice Vlazny is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has been affiliated with Cetera and related entities since 2006 and serves as Vice President of Holistic Wealth Management Group, Ltd., a financial services firm. Cetera Investment Advisers LLC is an SEC-registered adviser with a nationwide network of over 10,000 independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary strategies, model portfolios, and access to third-party managers.

Brian Olson is a financial advisor at Edward Jones in Elburn, Illinois, with five years of industry experience. He holds the Series 66 credential and previously worked at H&R Block, UPS Freight, ISBA Mutual Insurance, and Tsys Merchant Solutions. Outside of advising, he manages a small beekeeping operation, overseeing 10 hives and selling surplus honey. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Owen Johnson is a financial advisor at LPL Financial with one year of industry experience. He holds Series 63 and Series 65 licenses and has previous experience at BMO Harris Bank, First Community Mortgage, PrimeLending, and Freedom Mortgage. 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, retirement plan consulting, and brokerage services featuring both discretionary and non-discretionary management supported by research and model portfolios.

Samuel Girouard is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities from 2014 to 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research and model portfolios.

Rachael Lingle is a financial advisor at Edward Jones in Streamwood, IL, with a Series 66 designation and one year of industry experience. Her prior work includes eight years at Great American Insurance Group and four years at Coker Service Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Sanel Behlic is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and bringing 11 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith and Bank of America from 2004 to 2019 before joining J.P. Morgan in 2019. 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 delivered through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Steven Terradista is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with LPL Financial and has prior experience at BMO Harris Financial Advisors, Inc. He operates a DBA related to his LPL business. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a network of advisors, offering a range of advisory programs, financial planning, and retirement consulting services.

Michael Sprenger is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise since 2009. His practice is based in St Charles, IL. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focusing on income sources and tax-aware withdrawal strategies.

Andrew Hall is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 21 years of industry experience. He previously worked at IFS Financial Services and Touchstone Securities Inc. from 2017 to 2025 and at Foreside Fund Services and Henderson Global Investors from 2014 to 2017. In addition to his advisory role, Hall is co-owner of HARMIN Inc., a C corporation involved in future franchise ownership. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by providing investment and fee-based financial planning services tailored to clients who meet a net-worth threshold. The firm offers a broad range of planning options and integrates advisory services with other financial product sales and referral channels.

Kevin Hannon is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with LPL Financial, where he has worked since 2019, following prior roles at American Portfolios Financial Services, Inc. and Theresa Hannon Financial Group Ltd. He is based in Saint Charles, IL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, supported by model portfolios, research, and various technology-driven strategies.

William Vlazny is a CFP® with 27 years of industry experience, currently serving at Cetera. He has been affiliated with Cetera and its related entities since 1998 and operates South Barrington Tax & Financial Services, where he manages tax preparation and related financial services. Vlazny also holds leadership roles in multiple firms, including Holistic Wealth Management Group, Ltd., where he serves as president. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving diverse clients ranging from individuals to institutional accounts. The firm offers a variety of portfolio management and retirement services through multiple program structures and third-party managers.

Benjamin Brown is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and 14 years of industry experience. He previously worked at UBS Financial Services from 2011 to 2025 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2025. Brown serves as a director for the Western Golf Association, where he helps raise awareness for the Evans Scholarship Program. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by structured discovery conversations and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Kevin Senechalle is a financial advisor at LPL Financial with 11 years of industry experience. He previously worked for nine years at Infinex Investments Inc. at Allied First Bank. He holds Series 63 and Series 66 designations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, various advisory programs, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

James Wresch is a financial advisor at Edward Jones in Crystal Lake, IL, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. 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.

Iviz Loucks is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Loucks has been with J.P. Morgan Securities and its affiliated entities since 2015. 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. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jeffrey Rodgers is a financial advisor with LPL Financial in Crystal Lake, IL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He previously worked at James T. Borello & Co. for 13 years and has been involved with the New Trier School District since 2002. Outside of his advisory role, he is engaged in tax preparation and accounting activities through Rodgers Financial Group Inc. and holds a limited insurance agent role for non-variable products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual, institutional, and charitable clients through a national network of representatives. The firm offers a range of advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Mitchell Todd is a financial advisor with Mass Mutual Investors Services in Crystal Lake, IL, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with MML Investors Services, LLC since 2019 and Mass Mutual Life Insurance Co since 2018. Prior to his advisory roles, he was involved with Peggy's Tavern and Drake University. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with an emphasis on collaborative, annual planning engagements using firm-approved analytical tools.

Arthur Mcphail is a financial advisor at Cetera with 41 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera and its affiliated entities since 2019, as well as previously at Summit Financial Group Inc. He also operates Personalized Financial Resources, LLC, providing insurance services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers various portfolio management and financial planning services and features a multi-manager platform with access to affiliated and unaffiliated third-party managers.