Daniel Feldstein is a financial advisor at LPL Financial with 25 years of industry experience. He holds the CFP® and ChFC® designations and has worked at LPL Financial since 2019. His prior experience includes roles at Harris Investor Services, Harrisdirect LLC, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a large network of advisers, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Joseph Carroll is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and 20 years of industry experience. He has been with Cambridge since 2008. Outside of his advisory role, he serves as president of CJX Consulting, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing various portfolio management and model-based solutions tailored to client objectives.

Brian Terwilliger is a financial advisor at Edward Jones with 28 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Fidelity Investments and IHT Wealth Management. He is a member of the Schaumburg Business Association, participating in networking and volunteer meetings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

John Bodolay is a Certified Financial Planner® at UBS Financial Services with 39 years of industry experience. He has been with UBS since 1994, serving clients from Barrington, Illinois. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and a range of capital markets services. The firm combines institutional trading capabilities with wealth management through proprietary research and model-based asset allocation.

Terrell Wilson is a financial advisor at Edward Jones with 11 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior roles include positions at OneAmerica Securities, American United Life, Bank Financial, N.A./THG Financial, Cetera, Massmutual, and Merrill. Outside of his advisory career, he serves as a volunteer board member for the Illinois Jumpstart Coalition, focusing on financial literacy in disadvantaged schools in Chicago. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets with a large national network of advisors and branch offices.

Jesse Stabile is a Certified Financial Planner (CFP®) with 16 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at Wintrust Investments LLC, BMO Harris Financial Advisors, and Foresters Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary and third-party strategies across various investment approaches.

Barry Proctor is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 33 years of industry experience. He previously worked at Wayne Hummer Investments for 20 years and Wells Fargo Clearing for two years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and a range of advisory strategies.

Andres Rodriguez is a CFP® and Series 66 licensed financial advisor with Edward Jones, where he has worked since 2016. He has nine years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Paul Nielsen Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked with JPMorgan Chase Bank, N.A. since 1995. Outside of his advisory role, he is involved in a family-owned land trust focused on property investment. 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 broker-dealer and investment adviser registrations to deliver comprehensive advisory and brokerage services.

Robert Johnson III is a financial advisor at Edward Jones in Lake Barrington, IL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, he worked in sales roles at automotive companies including Napleton Westmont Porsche and Muller Subaru. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and offices nationwide.

Adam Solano Jr. is a financial advisor with Mass Mutual Investors Services in Grayslake, IL, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with Mass Mutual Investors Services since 1999 and has worked with MassMutual Life Insurance Company since 1993. Outside of his advisory role, he is an author of nonfiction works, engages in public speaking, and is a candidate for Avon Township Trustee. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars using firm-approved analytical tools to deliver tailored recommendations.

William Donahue is a financial advisor at Edward Jones in Buffalo Grove, IL, with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, with approximately $1.01 trillion in assets under management supported by a large nationwide network of advisors and branch offices.

Matthew Ramos is a Financial Consultant currently based in the Deer Park office. He partners with individuals and families to develop financial plans tailored to their personal definitions of success. With a career spanning over 20 years in the industry, Matthew collaborates with clients to co-create financial roadmaps that leverage a wide range of resources and services. Matthew's professional experience includes roles as a Financial Consultant at Fidelity Investments since 2022, Financial Advisor at Tranel Financial Services in 2022, Senior Financial Consultant at TD Ameritrade from 2018 to 2021, Producing Branch Manager and Financial Consultant at Scottrade between 2014 and 2018, Financial Consultant at TD Ameritrade from 2006 to 2014, Personal Finance Specialist at Hewitt Associates from 2005 to 2006, and Licensed Sales Assistant at Comerica Securities from 1995 to 1996. Outside of his professional work, Matthew has interests in cars, cooking and baking, family activities, fitness, social events with friends, and motorcycles.

Darell Hughes James is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with individuals, families, and business owners to help them pursue their financial goals through personalized wealth management strategies. Leveraging the resources of Merrill and Bank of America, he provides guidance in wealth planning, retirement strategies, investment management, and risk management. Darell holds a Bachelor's Degree from Northern Illinois University and holds the designation of Personal Investment Advisor (PIA). His approach emphasizes understanding what matters most to clients and assisting them in making informed decisions with confidence. His client focus areas include family wealth management strategies, managing new wealth, and retirement income. Outside of his professional role, Darell enjoys dancing, music, and soccer.

Tarek Esseraidi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, and BNP Paribas. He is based in Libertyville, IL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across multiple asset classes.

Kathleen Wresch is a financial advisor with Edward Jones in Lake in the Hills, IL, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at Homeside Financial and Perl Mortgage. 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 nationwide network of financial advisors and branch offices.

Brandon Blazer is a financial advisor with Wells Fargo Clearing in Barrington, IL. He holds a Series 66 designation and has 17 years of industry experience, including 10 years with Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Travis Brown is a financial advisor with Edward Jones in Grayslake, IL, holding Series 63 and Series 66 licenses and having 20 years of industry experience. He has been with Edward Jones since 2013. 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 supported by a nationwide network of more than 23,700 financial advisors.

Anthony Bianchi Sr. is a financial advisor at Thrivent Investment Management with 20 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, he serves as a board member for Lake County Crime Stoppers, an anonymous crime tip line. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning on topics such as retirement, tax, estate, and special needs but does not include implementation of recommendations as part of the service.

Lauren Burge is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2025, she worked at Wintrust Investments, LLC for six years and has experience in home staging and furniture rental businesses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, with a focus on combining technology and extensive non-advisory financial services.