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.

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.

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.

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.

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.

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 in Cary, IL, with five years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Edward Jones in 2025, he worked at JP Morgan Chase and its affiliates for over a decade. Outside of his advisory work, he manages a music band called Wings of Severance, performing in the Chicagoland and Milwaukee areas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of thousands of advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Smith is a financial advisor with LPL Financial in Crystal Lake, IL, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. His prior work includes positions at UBS Financial Services, Commonwealth Financial Network, and Plexus Financial Services. He is also a for-profit board member of The Center for Board Certified Fiduciaries. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology and a large network of investment adviser representatives.

John Griggs is a financial advisor with Equitable Advisors in Twin Lakes, WI, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked at Axa Advisors, LLC from 2015 to 2020. Outside of his advisory work, he serves as a consultant in medical insurance and benefit premium sales and works as a broker for life settlements. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory programs, including third-party managers and proprietary tools, focusing on matching clients with models based on their personal and plan information and risk tolerance.

Jeffrey Lord is a financial advisor at LPL Financial with four years of industry experience and holds the Series 66 designation. He previously worked at Edward Jones for four years and has been involved with Noble Path Wealth Management and Upstream Investment Partners since 2025. Outside of his advisory roles, he hosts a social media podcast based in Crystal Lake, Illinois. 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 portfolios, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using various discretionary and non-discretionary strategies.

David Hubbard is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Total Clarity Wealth Management and Cetera Advisor Networks. Outside of his advisory work, he has entrepreneurial involvement in several business ventures, including Exemplar Financial Network and Exemplar Accounting & Tax Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting a large network of advisors who implement a range of investment strategies.

Theodore Woytowicz is a financial advisor with LPL Financial in Lincolnshire, IL, holding a Series 66 designation and 25 years of industry experience. He has worked at LPL Financial since 2010, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory work, he participates in the Park Ridge Citizens Patrol. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies delivered through a large network of investment adviser representatives.

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.

Jeffrey Bruce is a financial advisor with LPL Financial in Crystal Lake, IL, holding a Series 66 designation and over 21 years of industry experience. Before joining LPL Financial in 2018, he worked at Cetera Advisor Networks and Ameriprise, and he concurrently serves in the United States Army Reserve. In addition to his advisory work, Bruce is involved in tax preparation and accounting through Exemplar Accounting and Tax, Inc. 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 and access to third-party asset management, with a focus on providing scalable and customizable investment strategies supported by research and technology tools.

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.