Christopher Auer is a Financial Advisor with Merrill Lynch Wealth Management, bringing extensive experience in wealth management and financial planning since beginning his career in 1998. He specializes in education planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Christopher focuses on delivering a comprehensive approach tailored to each client’s individual needs by listening carefully and helping them make informed decisions to achieve their financial goals. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Christopher also completed an Accredited Certificate Program at Northern Illinois University. Outside of his professional role, he is involved with the Porsche Club of America and enjoys hiking, music, photography, traveling, and spending time with his family.

Gabe Grzeskiewicz is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. He also serves as a partner at Porte Brown LLC, a CPA firm where he provides tax and accounting consulting services, leads the internal IT team, and manages the Elgin office. Additionally, Gabe is a board member of the Elgin Area Chamber, contributing to local business networking and strategy. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management services and financial planning options through a nationwide network of independent advisors.

Gerardo Soriano is a financial advisor with LPL Financial in Bloomingdale, IL, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with LPL Financial since 2016. Outside of his advisory role, Soriano is a licensed long-term care insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Blade Varian is a financial advisor at Fisher Investments with nine years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2013. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process that combines quantitative screening and qualitative research to construct diversified portfolios and offers sub-advisory and retirement plan services.

Greg Imhoff is a financial advisor with LPL Financial in Crystal Lake, IL, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance, and Northwestern Mutual. Outside of his advisory work, he is involved with business entities such as BMGI Planning Partners, LLC, and Intuitive Financial LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and brokerage services supported by research and model portfolios from LPL Research and third-party subadvisors.

Terri Abrams is a financial advisor at Raymond James Financial with 41 years of industry experience. She holds the Series 63 and Series 65 credentials and has been with Raymond James Financial Services, Inc. since 1999. Abrams serves on the Woodstock Police Pension Board as an advisory board member. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutional clients, and charitable organizations, using tailored planning and risk profiling tools.

Joseph Scott is a financial advisor at Morgan Stanley in Barrington, IL, holding Series 63 and Series 65 designations with 34 years of industry experience. He has been with Morgan Stanley since 2015. Outside of his advisory role, he owns a rental property business in Fort Lauderdale, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supplemented by firm-approved tools.

Michael Solesky is a financial advisor with Raymond James Financial in Itasca, IL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Raymond James Financial Services, Inc. since 2000 and with Raymond James Financial since 2009. Outside of his advisory role, he is an owner of Tistle, Solesky & Burgman Financial Services, where he is involved in non-variable insurance and related support activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm uses tailored, non-discretionary planning and analytical tools to align client goals with investment strategies and supports a large network of advisors with specialized offerings such as municipal advisory services and SIMPLE IRA employer consulting.

Elzbieta Jarzabek is a financial advisor at Raymond James Financial Services Advisors, Inc. with four years of industry experience. She holds a Series 66 designation and has worked at firms including Cetera, Fortis Capital Advisors, and Fifth Third Bank. Jarzabek is also involved with Olesen Financial Group, a non-investment-related support company based in Lake in the Hills, IL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm employs a tailored, non-discretionary approach utilizing analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Brian Harrigian is a financial advisor with Cambridge Investment Research Advisors in Schaumburg, IL, holding Series 63 and Series 65 credentials and two years of industry experience. He has prior experience with Cambridge Investment Research Inc. and Preferred Planning Concepts, LLC. Outside of his advisory work, he coaches youth baseball with the Park Ridge Jr. Hawks Traveling Baseball League. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent advisors using a variety of portfolio management approaches and custody arrangements.

Sean Lee is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at Molo Solutions for five years and held roles with Be Reality Group, Core Spaces, and The University of Illinois Urbana-Champaign. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it engages in activities such as fund-of-funds management and oversight of affiliated sub-advisers.

Leslie Cabrera is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 65 licenses and having one year of industry experience. Before joining Morgan Stanley in 2023, Leslie worked at Horizon Wealth Management and Benjamin F Edwards. Outside of her advisory roles, she has experience at a nursing home and a recreation center. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through direct and corporate financial planning agreements.

Patrick Nix is a financial advisor with Cetera, holding a Series 66 credential and four years of industry experience. He has worked at Cetera Wealth Services, Avantax, and Alcorn & Cureton, Ltd., where he is involved in accounting and tax preparation. He also owns a tax preparation and accounting services business, advising clients on tax matters and business operations. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with various portfolio management and financial planning services, managing over $256 billion in assets.

Patrick Mulvaney is a Financial Consultant currently working with Fidelity Investments. He collaborates with clients and their families to understand their financial goals and develop personalized strategies aimed at growing, protecting, and managing wealth. He emphasizes open dialogue and education to assist clients in making informed financial decisions. Patrick has progressed through roles at Fidelity Investments, starting as a Financial Representative in 2023, then as an Investment Consultant from 2024 to 2025, before assuming his current position. Prior to joining Fidelity, he held a Financial Representative role at Northwestern Mutual during 2022 to 2023. He holds an Arkansas Insurance License. Outside of his professional work, Patrick engages in activities such as bowling, cooking and baking, fitness, golf, traveling, and volunteering.

Connor Brandon is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Forbes Technical Consulting, Purdy Products Company, CareerBuilder, and Tech USA. He spent eight years in full-time education prior to entering the financial services field. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds supported by a large nationwide network of advisors.

Scott Barber is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been a member of the team since 1992. He has held several roles throughout his tenure, including investment associate, training coordinator for new financial advisors, and financial planning specialist for Merrill Lynch’s Financial Foundation® program. Currently, he serves with The HDB Group, leveraging over 20 years of financial services experience to assist clients such as attorneys, physicians, and business executives in defining, prioritizing, and pursuing their financial goals. Scott follows a disciplined, goals-based wealth management process that addresses critical financial planning areas including college education funding, retirement income planning, estate planning, philanthropic planning, tax minimization, liability management, and portfolio management services. He is a qualified portfolio manager who can build and manage personalized strategies incorporating individual securities, Merrill model portfolios, and third-party investment strategies. Scott holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification and the Certified Private Wealth Advisor (CPWA) designation, along with the Personal Investment Advisor (PIA) credential. Scott earned a Bachelor of Science degree in business from Indiana University Bloomington. He resides in St. Charles with his wife, Bethany, and their daughters, Riley and Quinn. Outside of his professional responsibilities, he enjoys running, reading, traveling, and spending time with his family. Scott was recognized as part of the HDB Group on the 2024 Forbes “Best-in-State Wealth Management Teams” list.

John Shuster Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously spent 15 years at Stifel, Nicolaus & Co., Inc. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is investment policy statement–driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Evelyn Elena Gasher is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 20 years of experience in the financial services industry. She has been with Merrill Lynch for 14 years, where she focuses on helping individuals and families gain clarity and confidence in their financial decisions. Evelyn specializes in working with women navigating major life transitions, including career changes, family shifts, and periods of loss, utilizing a thoughtful and steady approach that prioritizes listening and understanding clients' unique priorities and goals. Evelyn holds a Bachelor’s degree in Business Administration with a concentration in Finance from Eastern Michigan University. She has earned several professional credentials, including the Chartered Retirement Planning Counselor (CRPC), Certified Divorce Financial Analyst (CDFA), and Personal Investment Advisor (PIA) designations. Earlier in her career, she gained diverse experience at various investment firms, including managing an institutional fixed income portfolio, which informs her disciplined and risk-aware approach to long-term financial strategy. Outside of her professional role, Evelyn is a mother and stepmother to five children and enjoys spending time with her family and their micro mini Goldendoodle. She pursues interests such as sewing, creative projects, home improvement, and volunteering in her community. Evelyn is involved with organizations like the Bataille Academie of the Danse in Barrington, Illinois, and the Chicago Botanic Gardens.

Andrew Didier is Vice President and Wealth Planner at Fidelity Investments. He has been with Fidelity since 2015, progressing through roles including Financial Consultant and Vice President, Financial Consultant before assuming his current position in 2024. Prior to joining Fidelity, he worked at Charles Schwab & Co. Inc., serving as Associate Financial Consultant and Senior Specialist-High Net Worth Representative from 2008 to 2015. With over 18 years of experience working with clients in various financial situations, Andrew focuses on financial planning tailored to individual goals. His professional background encompasses advisory roles aimed at helping clients navigate their financial strategies and objectives. Outside of his professional career, Andrew enjoys activities such as attending concerts, going to the beach, hiking, listening to music, football, and parenthood.

Debra Ferguson is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses. Prior to joining Morgan Stanley in 2019, she worked at Barrington 220 from 2018 to 2019. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by firm-approved tools and does not provide individual security recommendations in its standalone planning services.