Sergio Pedroza is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on managing new wealth, portfolio management services, and small business strategies. As a Merrill Financial Solutions Advisor, Sergio works closely with clients to understand their priorities and develop strategies to pursue their short-, mid-, and long-term financial goals. He provides resources for investing, retirement planning, unexpected savings, and access to Bank of America specialists for banking, credit, home financing, and small business solutions. Sergio holds a Bachelor's Degree from Northern Illinois University and has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is a bilingual fiduciary advisor fluent in English and Spanish, committed to offering ongoing advice and guidance as clients' needs evolve. Outside of his professional work, Sergio has personal interests in chess, soccer, and traveling. He emphasizes a client-centered approach, stating that he helps clients uncover what matters to them and their families to create financial strategies aligned with their goals.

Jacob Lewandowski is a financial advisor with LPL Financial based in Huntley, Illinois. He holds the Series 66 designation and has four years of industry experience, including roles at BMO Harris Bank and Packback Inc. His background also includes positions in education and race management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Christopher Cagadas is a financial advisor with Ameriprise in Glen Ellyn, IL, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he co-owns PMM Partners Inc, a business managing practice operations, and serves on the board of the Ascension Illinois Foundation. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored income strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Paul Pavelski is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes roles at Landolt Securities, Inc. from 2005 to 2024 before joining Morgan Stanley’s Private Bank and Smith Barney divisions. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory and financial planning services supported by firm-approved tools and research, managing approximately $2.74 trillion in client assets.

Kolleen Zbilski is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and 19 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Marcin Kapral is a financial advisor with Ameriprise in Bloomingdale, IL, holding Series 63 and Series 66 designations and 16 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2013. Kapral serves on the boards of the Bloomingdale School District 13 Board of Education and the North DuPage Special Education Cooperative Governing Board. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to offer non-discretionary, written recommendations, supported by a centralized consulting team and a range of advisory, brokerage, and insurance solutions.

Brooke Gaylord is a financial advisor at Edward Jones in Elgin, IL, holding a Series 66 designation with one year of industry experience. Brooke’s prior experience includes roles at Forvis Mazars, DRW Holdings, Kirkland & Ellis, and a previous tenure at Edward Jones. Outside of finance, Brooke has worked in the salon industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports over 23,000 financial advisors nationwide.

Bonnie Weckler is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. She previously worked at Wells Fargo Advisors and Vanguard Dealer Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Melissa Erath is a financial advisor with Merrill in Deer Park, Illinois, holding the Series 66 designation and possessing 20 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 1990. Outside of her advisory role, she serves as a board member for Trinity Lutheran Church in Huntley, Illinois, where she assists in establishing financial guidelines and policies. Merrill, along 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 mix of model-based and discretionary investment strategies tailored to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brian Deluca is a financial advisor with Cetera in Schaumburg, IL, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Cetera and Cetera Financial Specialists since 2014. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with both discretionary and non-discretionary program options.

Marie Wurtel is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. She has been with Cetera and its related entities since 2007 and was previously associated with Eric Wurtel & Associates, Inc. from 1993 to 2024. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with access to affiliated and third-party managers.

Robert Winters is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Cetera since 1999 and is the managing member of Winters LLC, a CPA firm specializing in tax, audit, and accounting services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

David Field is a financial advisor with UBS Financial Services holding Series 63 and Series 65 credentials and has 29 years of industry experience. He has been with Painewebber Incorporated since 1998, which is part of his extensive tenure in the financial sector. UBS Financial Services Inc. serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and a broad range of capital markets and lending solutions.

Sumeet Gupta is a financial advisor with Primerica Advisors in Long Grove, IL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2002 and 2003, respectively. Outside of his advisory role, he is a partner in We Change Lives LLC, an investment-related business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plan management.

Daniel Raupp is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley, spanning from 2007 to 2019, prior to joining Stifel in 2019. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group, employing forward-looking assumptions and probabilistic modeling to guide asset allocation and financial planning.

Daniel O Connell IV is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2018, following 11 years at JP Morgan Chase. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their process combines quantitative screening and qualitative research, incorporating ESG criteria and broader derivatives capabilities.

Matthew Frankowski is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. He has held roles at Fidelity Investments since 2021 and previously worked at E*Trade Securities, Parkway Bank, and Belmont Bank and Trust. Outside of his advisory work, he has operated as an independent contractor for Uber Technologies. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm utilizes proprietary research combined with quantitative analysis and algorithmic portfolio construction, offering a range of discretionary and non-discretionary investment services.

Suzanne Hollingsworth is a financial advisor with Cambridge Investment Research Advisors in McHenry, Illinois, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2018 and previously held positions at LPL Financial and Uvest Financial Services Group. She is also involved with Dunlap Financial Services Inc. as an employee under a trade name. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm provides services through multiple platforms and custodians, supports both discretionary and non-discretionary management, and offers proprietary model strategies under the Founders Gate Capital brand.

Peter Balistreri Jr. is a financial advisor with Ameriprise who holds Series 63 and Series 66 licenses and has 13 years of industry experience. His career includes roles at JP Morgan Securities LLC and JP Morgan Chase Bank before joining Ameriprise in 2017. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in net investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support retirement planning, with a focus on assets held in Ameriprise Managed Accounts.

Roland Czerniawski is a financial advisor at Edward Jones with six years of industry experience. He previously worked at UBS Asset Management for three years before joining Edward Jones in 2019. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions, operating under a fiduciary standard.