Daniel Feldstein is a financial advisor with LPL Financial, holding CFP® and ChFC® designations and over 25 years of industry experience. He has worked at Harris Investor Services, Inc. since 2005 and joined LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofit organizations through a national network of advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jennifer Bergin is a financial advisor at Merrill with 8 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Bank of America, Edward Jones, RBC Capital Markets, Wells Fargo, Morgan Stanley, and Neuberger Berman. She is based in Schaumburg, IL. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, corporations, and charitable organizations.

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.

Madeline Dominick is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at TrustBank, Fifth Third Bank, JP Morgan Chase Bank, BMO Harris Bank, and TCF (now Huntington). She is associated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, with a focus on discretionary portfolio management, fund advisory, and model portfolio delivery utilizing a combination of proprietary research and algorithmic methods.

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.

Matthew Quinn is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked in the restaurant industry before joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee services, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management.

Justin Budd is a financial advisor with Edward Jones in Elgin, IL, holding a Series 66 designation and having 12 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, including households across various wealth levels as well as pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Salvador Sandoval Jr. is a financial advisor at Merrill with a Series 66 designation. He has one year of industry experience and previously served four years in the United States Marine Corps. His work history includes roles at several fitness and retail companies prior to joining Merrill. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

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.

Sebastian Radziszewski is a financial advisor at Charles Schwab with two years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank SSB since 2023. Prior to his advisory career, he was involved with Delta Sigma Phi - Epsilon Kapp and completed full-time education through 2024. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related services. The firm provides a combination of non-discretionary advisory recommendations and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Susana Martinez is a financial advisor with Charles Schwab in Schaumburg, IL, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. Her prior work includes roles at JP Morgan Chase Bank, Charles Schwab Bank, and TD Ameritrade. Outside of her advisory duties, she is the sole member of S2K, LLC, a non-investment-related entity. 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a structured alternative-investment offering.

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 at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, managing new wealth, and retirement income. With a focus on helping clients identify their priorities, he develops tailored strategies to pursue their financial goals. Darell holds a Bachelor's Degree from Northern Illinois University and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, he enjoys dancing, music, and soccer.

Kathleen Wresch is a financial advisor at Edward Jones with Series 66 credentials and four years of industry experience. She previously worked at Homeside Financial and Perl Mortgage. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Brandon Blazer is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He has held positions at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. He holds a Series 66 designation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services tailored to plan objectives and risk tolerances. The firm’s approach is IPS-driven and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

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.

John Josten is a financial advisor at Cetera with 38 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Lamb Little and VOYA Financial Advisors. Outside of his advisory work, he manages an agricultural business through John M. Hanson Enterprises LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with access to affiliated and third-party investment strategies.

Rumen Hristov is a financial advisor at Primerica Advisors with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with PFS Investments Inc. and Primerica Financial Services since 2002. Outside of his advisory role, Hristov co-owns Rumen Consulting Corp., a business that provides tax preparation services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options within a wrap-fee structure. The firm curates third-party asset managers and uses a tiered wrap fee model, delegating trading responsibilities to BNY Mellon Advisors.

Jose Lopez Maldonado is a financial advisor with LPL Financial in Wauconda, IL, holding a Series 66 designation and nine years of industry experience. He previously worked at BMO Harris Financial Advisors from 2016 to 2019 before joining LPL Financial in 2021. 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, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.