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.

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.

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.

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.

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.

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.

Danny Hampton is a financial advisor with Edward Jones in Crystal Lake, IL, holding Series 63 and Series 66 designations and 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Hampton owns a family farm in Enfield, IL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

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.

Jonathan Jansky is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and 13 years of industry experience. His career includes positions at J.P. Morgan Chase Bank and Charles Schwab. Outside of his advisory work, he performs as a musician in a cover band. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services through a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan financial organization.

Brent Anderson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He has been with J.P. Morgan entities since 2015, including JPMorgan Chase Bank, N.A. 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 non-discretionary program supported by an in-house manager solutions team and centralized due diligence.

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.

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.

Karen Chang is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012, also maintaining a role at JPMorgan Chase Bank, N.A. since 2005. 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. The firm combines large institutional advisory operations with market-facing registrations and offers advisory services alongside affiliated brokerage and investment management capabilities.

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.

Michael Ranieri is a financial advisor with Thrivent Investment Management in Gurnee, Illinois, holding a Series 66 designation and having 23 years of industry experience. He has worked with Thrivent Financial for Lutherans since 2005 and with Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning covering various topics and offers the option to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

Adam Liebman is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for 20 years at Wayne Hummer Investments. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Nancy Ambrose is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at 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 advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kenyon Knight is a financial advisor at Edward Jones with 14 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wilfred Wax and JPMorgan Chase Bank. 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 strategies supported by a large network of financial advisors and branch offices nationwide.