Manfred Hegwer Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and with 33 years of industry experience. He previously worked at Morgan Stanley in various capacities from 2009 to 2022. Outside of his advisory role, he is a qualified notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with access to model portfolios, third-party research, and a variety of management strategies.

Dustin Mahler is a financial advisor at Charles Schwab with 20 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2006. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by its Center for Financial Research.

Preston Poore is a ChFC® credentialed financial advisor with 13 years of industry experience, currently affiliated with Morgan Stanley in Deerfield, IL. He has worked at Morgan Stanley and its Private Bank since 2019, and prior to that was with Bank of America and Merrill from 2014 to 2019. Morgan Stanley Wealth Management offers a range of advisory programs for individual and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both individual and corporate financial planning services.

David Nickow is a financial advisor at Raymond James & Associates with three years of industry experience. He holds a Series 66 designation and previously worked at Litera, Sun Branding Solutions, and Southern Graphic Systems. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Joshua Moorman is a Senior Financial Advisor at Merrill Lynch Wealth Management. He collaborates with individuals, families, and small business owners to develop and maintain comprehensive wealth management strategies and investment advice tailored to each client's unique goals, objectives, and risk tolerance. Joshua also advises small business owners on corporate retirement plans. Joshua has been working in the investment industry since 2014 and joined Merrill Lynch in 2020. He holds a Bachelor's Degree in political science and sociology from North Central College, earned in 2014, and holds the Personal Investment Advisor (PIA) professional designation. He resides in Mundelein, Illinois, with his wife Jacklyn and their sons Nathan and Cameron. Outside of his professional work, Joshua is involved with Safe Families for Children and enjoys biking, golfing, hiking, skiing, woodworking, and spending time with his family.

Daniel Halperin is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Securities, JPMorgan Chase Bank, Bank of America, and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including customized financial planning facilitated by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Alona Komar is a financial advisor with LPL Financial based in Northbrook, IL. She holds the Series 63 and Series 65 designations and has been in the financial industry since 2025. Prior to joining LPL Financial, she worked at BMO Bank N.A. and had experience in the glass and window industry. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, 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, model portfolios, and research from internal and third-party sources.

Bradley Weiss is a financial advisor at Equitable Advisors with four years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2021. Outside of his advisory work, Weiss serves as a director and board member of Makom Solel Lakeside, a nonprofit organization, and manages personal and family trust responsibilities. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model tailored to client goals, risk tolerance, and time horizon.

Bruce Abrams is a financial advisor with Cetera in Deerfield, IL, holding Series 65 and Series 63 credentials and 19 years of industry experience. He has been with Cetera since 2006 and is also president of Abrams & Steinberg, P.C., a CPA firm. Additionally, he serves as treasurer of the Briarcrest Homeowners Association board. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network. The firm offers a range of portfolio management and financial planning services across multiple program structures, including access to affiliated and third-party managers.

Adam Weiss is a financial advisor with LPL Financial in Northbrook, IL, holding Series 63 and Series 65 designations and possessing 32 years of industry experience. He has been with LPL Financial since 2009. Weiss also leads The Weiss Group, Inc. (dba TWG Benefits, Inc.), a third-party administrator, which he has operated since 1995. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by internal research and third-party subadvisors.

Sean Snowden is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 10 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Securities America Advisors, Inc. for seven years and has been involved with W&D Consulting LLC since 1999. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Blake Levit serves as a Financial Advisor at Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their personal values and financial goals, helping to develop tailored investment strategies. He also provides access to banking and lending services through Bank of America. Blake holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Illinois System. He communicates with clients in both English and Spanish.

Omar Hamid is a financial advisor at Charles Schwab with eight years of industry experience. He holds a Series 66 designation and has worked at several firms, including Ameriprise Financial Services, Republic Bank of Chicago, and MB Financial Bank. Hamid has been with Charles Schwab and Charles Schwab Bank since 2019. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and a comprehensive alternative investments program.

Lindsey Davis serves as Vice President and Branch Leader at Fidelity Investments, a position she has held since 2024. In this role, she leads, manages, and coaches a team of financial professionals who work closely with clients to develop comprehensive financial plans tailored to their goals. Since joining Fidelity in 2015, Lindsey has progressed through various roles including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant. Her experience encompasses client relationship management and investment consulting, contributing to her expertise in delivering personalized financial solutions. Additional information regarding education, credentials, personal interests, or community involvement has not been provided.

Kevin Rosenberg serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in providing financial guidance in areas such as corporate equity and compensation plans, trust and estate planning strategies, tax-efficient investing, personal retirement planning, and business liquidity management. His approach focuses on simplifying complex financial concepts to help clients achieve the best possible future with their available resources. Kevin holds several professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned his Bachelor's Degree from the University of Iowa. In addition to his professional work, Kevin is actively involved in community organizations. He serves as the Assistant Treasurer for the Union League Boys and Girls Clubs in Chicago and volunteers with the Special Olympics of Illinois. He also supports the Juvenile Diabetes Research Foundation. His personal interests include music, basketball, biking, boating, hiking, racquetball, reading, spending time with family, traveling, and writing.

Jessica Mc Main is a financial advisor with Charles Schwab in Northbrook, IL, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. She has been with Charles Schwab since 2006. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, delivering multi-asset model portfolios supported by research and due diligence on alternative investments.

Adam Thompson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 15 years of industry experience. He has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Perry Meyers is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and possessing 23 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017 and previously held roles at Fidelity Investments and Strategic Advisors, Inc. J.P. Morgan Securities 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 brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain execution authority.

Kristy Ihle is a financial advisor with Equitable Advisors in Northbrook, IL, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at Infinity Strategic Partners and support positions as a registered sales assistant. Outside of finance, she has experience in the wellness sector, including working at Yoga Six and Elements Massage. Equitable Advisors serves a diverse client base, including individuals, high-net-worth 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 broker-dealer, utilizing LPL-sponsored and endorsed programs to deliver advisory and brokerage solutions.

Joseph Kim is a financial advisor with Ameriprise in Northbrook, IL, holding Series 63, 65, and 66 licenses and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, Kim is involved in independent insurance brokering for several health insurance providers and participates in business activities with JPT Lifeway Partners. Ameriprise offers retirement-income planning services aimed at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves a wide client base through advisory, brokerage, and insurance solutions typical of a large institutional provider.