Elijah Rothschild is a financial advisor with Morgan Stanley in Deerfield, IL, holding a Series 66 designation and three years of industry experience. He has worked within Morgan Stanley and FTI Consulting and has held roles at Indiana University. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Mark Haussermann is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 15 years of experience, primarily focused on corporate retirement plans. Since joining Merrill in 2003, he has developed a corporate retirement plan practice aimed at delivering tailored financial strategies for both plan sponsors and participants. His advisory approach emphasizes fiduciary responsibility and personalized wealth management, working closely with clients to address their specific goals and challenges. Mark holds several professional designations, including Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's Degree from Colgate University. His expertise spans areas such as corporate benefits, executive services, employee financial health, retirement income strategies, and divorce transition planning. Outside of his professional role, Mark participates in community volunteer activities aligned with Merrill's tradition of community involvement. His personal interests include cooking, golfing, music, tennis, and spending time with his family.

Lisa James Pope is a Senior Financial Advisor at Merrill Lynch Wealth Management. She directs her team in providing advisory and investment management services, designing customized global financial strategies for affluent families and senior executives. Holding a Portfolio Manager title, she manages personalized or defined strategies, which may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. Lisa is certified to offer Alternative Investments and registered with FINRA, with licensing to engage in the business of insurance. With over 20 years of experience in financial services, Lisa collaborates with clients to define their life priorities and create personalized financial plans that focus on family finances, health, home, leisure, work, and giving. Her approach considers the unique and changing nature of each client's circumstances, assisting them in navigating financial cycles without losing sight of their goals. She holds a Master's degree from Loyola University Chicago and a Bachelor's degree from Howard University. Lisa also holds the designations of Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Lisa is involved in professional and community organizations including Alpha Kappa Alpha Sorority Incorporated, Theta Rho Omega Chapter, DuSable Museum of African American History, Eta Creative Arts Foundation, and The Link Incorporated, Lake Shore Links Chapter. She participates in community activities such as Chicago Polo and the DuSable Museum African American History.

Bradley Cordes is a financial advisor with Wells Fargo Advisors in Highland Park, IL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Wells Fargo Advisors since 2019 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as an executor for an estate and is a notary public. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning options including retirement, education, and business-owner transition planning. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through personalized meetings and client letters.

Erik Feldhaus serves as the Resident Director and Wealth Management Advisor at Merrill's Lake Forest branch. In this role, he manages the branch office while also acting as a player-coach for his advisors and staff. He began his career at Merrill in 1999 and rejoined the firm in 2017. Erik works with a limited number of clients, primarily business owners, allowing him and his team to provide focused time and resources tailored to their distinctive needs. Erik's expertise includes family wealth management strategies, personal retirement planning, individual and corporate investment strategy, and tax minimization. His background encompasses business ownership, law, and tax-minimization strategies, which provide him with insight to comprehensively address his clients' concerns. He holds professional designations such as Accredited Wealth Management Advisor™ (AWMA), Chartered Retirement Planning Counselor™ (CRPC), and Personal Investment Advisor (PIA). His education includes a Bachelor's Degree from George Washington University, an Accredited Certificate Program from The Naval Justice School, and a Juris Doctorate Degree from Jacob D Fuchsberg School of Law. He is also a member of the Exit Planning Institute. Beyond his professional commitments, Erik volunteers his time supporting the Lake County Sheriff's Office.

Ross Krause is a financial advisor with LPL Financial, holding CFP® and Series 66 credentials and bringing 10 years of industry experience. He has previously worked at Edward Jones, MassMutual Investors Services, MassMutual Life Insurance Company, and Triad Investment Management. Outside of advising, Krause is a freelance writer. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Stephen Yates is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley in various roles since 2010, including Morgan Stanley Private Bank, N.A., since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques in its financial planning process.

Kathy Krzeminski is a financial advisor with Equitable Advisors in Deerfield, IL, holding a Series 66 designation and 13 years of industry experience. She has held roles at Principal Securities, Principal Life Insurance, and Axa Advisors before joining Equitable Advisors in 2019. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered model and extensive use of LPL-sponsored and endorsed third-party platforms.

Martin Gruner is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Morgan Stanley and Morgan Stanley Private Bank. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing tailored, primarily non-discretionary financial planning and investment consulting supported by a broad range of portfolio management styles and affiliated research.

Kelsey Cagle is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Cetera. She has held roles at Fidelity Investments and its affiliated entities from 2013 to 2025 before joining Cetera and its associated firms in 2025. Cagle is a partner at Shoreline Financial Partners, where she provides financial services. She is also licensed to sell fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and bespoke strategies.

Kathleen Collier is a financial advisor with UBS Financial Services in Northbrook, IL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with UBS since 2004. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor client plans.

Ryan Roth is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2015, having worked at JPMorgan Chase Bank, N.A. since 2008. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Cynthia Chase is a financial advisor at Merrill with 15 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2011 and also works with Bank of America, N.A. since 2015. Outside of her advisory role, she serves as a director and secretary on the board of Fogg System Company, Inc., a medical test equipment manufacturer. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving a range of clients including individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies with support for trading, account administration, and custody.

Mari Danner is a financial advisor at Morgan Stanley with Series 63 and Series 66 credentials and 27 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients. The firm utilizes a structured financial planning process with tools such as Monte Carlo simulations and serves clients through direct plans as well as corporate financial planning agreements.

Jeffrey Schmidt is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Black Rose Consulting Group. 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 approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Joseph Egan is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. He is based in Lake Forest, IL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs. The firm offers tailored financial planning supported by structured discovery processes and proprietary analytical tools, managing approximately $2.74 trillion in client assets.

Richard Knier is a financial advisor with Merrill in Northbrook, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Merrill since 1992 and has also worked with Bank of America, N.A. since 2011. Outside of his advisory role, he serves as an executor for a fiduciary entity based in Deland, Florida. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Mary Rosenquist is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She has been with Morgan Stanley since 2015. 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 uses structured planning tools and modeling techniques to support its financial planning process.

Michael Boettcher is a financial advisor with Morgan Stanley in Deerfield, IL, holding a Series 66 designation and 21 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, he is the managing member of Tomeo LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment research to support its financial planning process.

Nikolaos Balis is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Wells Fargo Clearing and Wells Fargo Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporate, foundation, and defined contribution plan clients. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, combining institutional advisory with affiliated brokerage and investment management capabilities.