Omar Zaki is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, he is involved in family real estate development ventures in Chicago. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment solutions, and affiliated financial services through a broad national network of advisors and branches.

Jeffrey Curio is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Prior to joining Morgan Stanley in 2022, he spent ten years at UBS Financial Services. He serves on the Finance Committee of St. Patrick High School in Chicago. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies.

Jacob Drescher is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. Their process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options within their investment menus.

Mason Homsey is a CFP®-designated financial advisor at Charles Schwab with four years of industry experience. His prior work includes roles at INAV, LLC and Fidelity Investments. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management options alongside integrated brokerage and custody services.

Julianne Eiserman is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 66 designations and 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and has prior experience at Citigroup Global Markets beginning in 1991. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process using firm-approved tools and market simulations.

Connor Kotzenberg is a Series 66-licensed financial advisor at Merrill with four years of industry experience. His prior roles include positions at Bank of America, Northbrook Park District, and Target. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Edward G. Schroeder is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on retirement planning strategies and institutional money management analysis. He also undertakes responsibilities such as reviewing trust accounts and optimizing insurance policy strategies. Edward holds Series 7, 3, 31, 63, and 65 FINRA registrations, as well as the Illinois Life Insurance license. He has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Edward began his financial services career on the trading floor of the Chicago Board of Trade as a broker and trader. He holds a bachelor's degree in Communication from the University of Kentucky and a high school diploma from New Trier East. His client focus areas include legacy planning, personal retirement planning, socially responsible investing, values-based and ESG investing, sports and entertainment, and individual and corporate investment strategy. Away from the office, Edward enjoys biking, cooking, fishing, skiing, swimming, and traveling. He is involved in community activities such as the American Lung Association Portland OR Reach the Beach event and supports the Blessed Sacrament Youth Center in Chicago's Lawndale neighborhood.

Robert Morehead is a financial advisor with UBS Financial Services in Northbrook, IL, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Merrill and Bank of America, as well as work at Stonecutter Recording Studios. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions, model-based asset allocations, and research to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a wide range of capital markets and advisory solutions.

Elizabeth Mason is a financial advisor at UBS Financial Services with 33 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at UBS since 2017, following a 20-year tenure at Merrill. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm employs proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Michael Peterson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2015. 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 brokerage, distribution, and investment management capabilities.

Meredith Seversen is a Financial Consultant at Fidelity Investments, a role she has held since 2026. She began her career at Fidelity in 2024 and has held several positions within the company, including Investment Consultant and Financial Representative. Meredith works closely with individuals and families to develop personalized financial strategies. Her approach emphasizes trust, transparency, and building long-term relationships. She focuses on simplifying complex financial decisions to help clients feel confident and in control of their financial futures. Outside of her professional responsibilities, Meredith enjoys food, reading, tennis, and traveling.

Yakov Baylis is a financial advisor at LPL Enterprise with 19 years of industry experience. He holds a Series 66 credential and has held roles at Prudential Insurance Company of America and Pruco Securities, LLC. Baylis serves as Vice President of the Estes and Washtenaw Condo Association board. LPL Enterprise serves a broad mix of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services. The firm utilizes an integrated platform combining adviser programs with the sale of financial products and manages investments through proprietary and third-party portfolios.

Phyllis Egan is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials and 42 years of industry experience. She has worked at Charles Schwab since 2022 and was previously with TD Ameritrade from 2010 to 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts. The firm provides integrated brokerage, custody, and advisory services supported by proprietary research and multi-asset model portfolios.

John Cooley is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 66 designations and has 33 years of industry experience. He has been with Ameriprise since 2016, working in both their LLC and Inc. entities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on retirement income planning, combining investment research, third-party data, and algorithmic tools.

Daniel Sackman is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 15 years of experience in the industry. He previously worked at First Allied Advisory Services and First Allied Securities. Sackman is involved in non-variable insurance activities and operates Sackman and Son Financial Services, where he also serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research to support diversified investment strategies.

Kyle Welton is a Financial Consultant at Fidelity Investments, a role he has held since 2026. Prior to this position, he gained experience within the company as an Investment Consultant, Financial Representative, and Financial Service Representative from 2023 through 2026. Earlier in his career, he served as a Manager at American Income Life from 2018 to 2020 and as an Assistant Manager at US Bank from 2014 to 2017. Kyle's approach to financial planning emphasizes listening and collaboration to understand clients' goals, values, and concerns. He focuses on creating personalized plans that adapt to changing needs and aims to simplify complex financial decisions while serving as a consistent resource throughout the process. Outside of his professional work, Kyle has personal interests that include art, family activities, fitness, food, playing musical instruments, and writing.

Nisrin Martin is a Financial Advisor at Merrill Lynch Wealth Management based in Northbrook, Illinois. She specializes in guiding senior women executives, entrepreneurs, and high-achieving professionals through complex financial situations including equity compensation, business exits, divorce, widowhood, and sudden inheritances. Nisrin works closely with her clients to understand their unique priorities and crafts personalized strategies that integrate various aspects of their wealth, including art and collectibles, leveraging the comprehensive resources of Merrill and Bank of America. With a Bachelor's Degree from Northern Illinois University, Nisrin holds professional designations including Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Her experience encompasses areas such as college education planning, executive compensation, family wealth management strategies, legacy planning, retirement income, and tax minimization. Outside of her professional role, Nisrin is involved with Paws Chicago and pursues personal interests such as antiquing, cooking, gardening, horseback riding, traveling, and yoga. Her approach emphasizes clarity, confidence, and control for her clients navigating significant financial decisions.

Brian Rubin is a financial advisor with UBS Financial Services in Northbrook, IL, holding a Series 66 designation and 24 years of industry experience. He has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, incorporating research-driven asset allocation and offering both discretionary and non-discretionary portfolio management. The firm combines institutional trading capabilities with wealth management, providing a broad spectrum of financial services.

Matthew Garrity is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2016 and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Matthew is fluent in English and Spanish and is a member of the Delta Tau Delta fraternity, Beta Upsilon chapter. Matthew’s expertise covers a broad range of financial planning areas such as college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, retirement income, personal retirement planning, portfolio management services, and small business strategies. He and his team focus on simplifying clients’ financial lives by coordinating with other professionals and tailoring financial strategies around individual goals. In 2023, his team was ranked #7 in the state of Illinois on the Forbes "Best-in-State Wealth Management Teams" list. He earned a Bachelor of Science degree in Technical Systems Management from the University of Illinois Urbana-Champaign. Outside of his professional work, Matthew participates in community activities including the Big to Little Program in North Chicago, Great Lakes Adaptive Sports Association, Lake Forest Day Foundation (Trustee), and serves as Shields Township Trustee. His personal interests include antiquing, boating, fishing, gardening, golfing, hunting, skiing, traveling, practicing yoga, and spending time with his family.

Douglas Zweig is a CFP® professional with 18 years of experience in the financial services industry. He currently works at LPL Financial and has held prior roles at Securities America Advisors Inc., Securities America, Inc., and Allianz Life Financial Services, LLC. Zweig is also associated with a non-investment business entity, DDZ HOLDINGS LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and advanced technologies to support both discretionary and non-discretionary management.