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.

Christopher Byers is a financial advisor with LPL Financial in McHenry, IL, holding a Series 66 designation and five years of industry experience. Prior to his current role starting in 2018, his work history includes positions outside the financial sector. He is also associated with Shady Dragon LLC, a non-investment-related business based in McHenry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios from various providers.

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.

Vishal Bhuta is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has over 10 years of experience in the financial services industry, having worked as a Financial Advisor at Morgan Stanley from 2013 to 2023 and as a Wealth Relationship Manager at Citi Personal Wealth Management from 2023 to 2025. Vishal specializes in providing financial planning services tailored to clients' individual goals and priorities. He emphasizes listening and understanding clients' needs to build trust and lasting relationships, aiming to bring confidence and peace of mind to their financial journeys. Outside of his professional work, Vishal has personal interests that include cars, comedy, food, movies, and parenthood.

Amanda Green is a financial advisor with Thrivent Investment Management in Crystal Lake, IL, holding Series 63 and Series 66 designations and possessing 20 years of industry experience. She has been with Thrivent Investment Management since 2005 and worked at THRIVENT Financial since 2015. 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 without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

Christopher Dunlap is a CFP® professional with 22 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016. Dunlap also owns Dunlap Financial Services, where he operates as an insurance agent. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements.

John Messerschmidt is a financial advisor with Thrivent Investment Management in Barrington, IL, holding a Series 66 designation and 17 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering both one-time and ongoing planning relationships covering topics such as retirement, income tax, estate, and special needs planning. The firm uses holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping planning and account management separate.

Michael Ellsworth is a financial advisor with Ameriprise in Elgin, Illinois, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he has real estate ownership interests unrelated to investment activities. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset criteria, delivering non-discretionary, research-driven recommendations that integrate tax-efficient strategies and Social Security options. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Michael Taylor is a Series 66-licensed financial advisor with Morgan Stanley in Barrington, IL, where he has worked since 2010. He has 19 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Evelyn Berthold is a financial advisor with Ameriprise in Schaumburg, IL, holding Series 65 and Series 63 licenses and three years of industry experience. She previously worked at JP Morgan Chase for five years and Fifth Third Bank for twelve years. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

David Marshall is a Series 66-licensed financial advisor with Edward Jones in Huntley, IL, and has four years of industry experience. Prior to joining Edward Jones in 2021, he worked for the City of Elgin for thirteen years. He serves as a director for AmSpirit Business Connections, coordinating networking groups in the McHenry County area. 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 through a nationwide network of more than 23,000 financial advisors.

Todd Bracy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with WELLS FARGO Advisors, LLC from 2013 to 2016. 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 IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Daniel Iscra is a Wealth Management Advisor with over 25 years of experience in the financial services industry. He began his career at The Northern Trust Company in Chicago in 1988 and later earned his MBA from the University of Chicago Booth School of Business. In 2007, Daniel joined Merrill Lynch Wealth Management, where he focuses on helping clients achieve their financial goals through personalized wealth management strategies. Daniel’s expertise includes financial forecasting, budgeting, investment analysis, and socially responsible investing. He works closely with business owners and multi-generational families to assist in creating, preserving, and transferring wealth. He also supports non-profit organizations and families interested in aligning their investments with their values. His approach to wealth management involves collaboration with specialists in retirement planning, life insurance, trust and estate planning, and banking solutions offered through Bank of America NA. Additionally, Daniel partners with clients' CPAs and attorneys to ensure financial decisions align with their broader tax and estate plans. Daniel holds several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor’s degree from the University of Illinois System and a Master’s degree from the University of Chicago. Daniel resides in Crystal Lake with his wife and four sons and is actively involved in leadership roles within community organizations related to church, education, children’s activities, healthcare, and community development.

Wendy Corcoran is a financial advisor at Edward Jones with over 30 years of industry experience, including previous roles at Wintrust and First Community Bank. She holds a Series 66 designation and is based in Elgin, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of advisors and branch offices.

Tripp Turchik is a financial advisor at Equitable Advisors with three years of industry experience and holds the Series 66 designation. His prior work includes positions at Merrill Edge/Merrill Lynch and Accurate Electric Service, as well as a four-year tenure at the University of Arizona. He serves as a volunteer commission member on the Special Events Commission for the Village of Arlington Heights. Equitable Advisors serves a wide range of clients including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and third-party managers to provide advisory and brokerage solutions.

Christopher Roehrkasse is a Financial Consultant at Fidelity Investments, bringing extensive experience in financial consulting and client management. He has been with Fidelity since 2012, holding various roles including Financial Consultant, Portfolio Specialist, Client Management Representative, Relationship Manager, and Private Client Specialist. Prior to Fidelity, he worked as a Client Manager at T. Rowe Price from 2011 to 2012. Throughout his career, Christopher has developed comprehensive financial plans tailored to clients' unique financial goals. He holds insurance licenses in Arkansas and California, supporting his ability to provide a range of financial services. His commitment to integrity and client partnership underscores his approach to financial consulting. Outside of his professional work, Christopher enjoys cooking and baking, fitness, golf, skiing, and volunteering.