Keeley Brogan is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and possessing 18 years of industry experience. Her career includes extensive tenure at JPMorgan Securities and J.P. Morgan Chase Bank, spanning from 2007 to the present, with additional experience at Fernwood Management LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with quantitative and qualitative analysis to build model asset allocations, including ESG considerations.

Steven Howard is a financial advisor with Morgan Stanley in Deerfield, IL, holding a Series 66 designation and 27 years of industry experience. He previously worked at Fifth Third Securities for 12 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC, where he has been since 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market outlook models.

Bradley Lazar is a financial advisor with Equitable Advisors in Deerfield, IL, holding the CFP®, ChFC®, and Series 66 credentials and bringing 24 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 2001. Outside of his advisory role, Lazar serves as president of his local homeowners association board, mentors students through Delta Sigma Pi at the University of Iowa, and teaches undergraduate business courses as an adjunct professor at Carthage College. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm delivers advice through a network of Investment Adviser Representatives and relies on third-party asset managers and advisory programs to implement many investment models.

Charles Kilborn is a Wealth Management Advisor at Merrill Lynch Wealth Management. He serves as an advisor and primary point of contact for families and individuals, working closely with clients to ensure their financial needs are addressed. His responsibilities include developing individualized financial plans, researching equity and fixed-income managers, and tracking portfolio performance. Charlie earned his Bachelor’s degree from Trinity College in Hartford, Connecticut, graduating cum laude. He was a four-year member and senior captain of the men's tennis team during his time there. He also completed Northwestern University’s certification program in Financial Planning and holds the CERTIFIED FINANCIAL PLANNER4 designation granted by the Certified Financial Planner Board of Standards, Inc. Outside of work, Charlie volunteers with Care for Friends by serving meals to those in need. He enjoys racquet sports, including paddle, tennis, and pickleball, and spends time with his family.

Scott Dahl is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management. He offers specialized guidance in pre-retirement planning for successful individuals and small business owners aiming for a secure transition into retirement. Scott utilizes a defined process with each client to create personalized financial strategies that align with their unique circumstances, fostering long-term relationships. He assists clients with wealth planning, estate and income tax planning strategies, asset allocation, and customized portfolio management. Scott maintains regular meetings to ensure clients' financial plans remain consistent with their personal situations. Scott holds several professional designations, including Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Indiana University and is associated with The Exit Planning Institute. Residing in Inverness, Illinois, Scott lives with his wife, Jennifer, and their three children, Ethan, Trevor, and Jillian. He is involved with the Mothers' Milk Bank of the Western Great Lakes and enjoys spending time with his family, watching sports, and pursuing hobbies such as golfing.

Sean Poznicek is a financial advisor with Cetera Financial Specialists LLC, holding a Series 66 designation and nine years of industry experience. He has been with Cetera since 2015. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 advisors nationwide and serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with access to various model portfolios and third-party managers.

Kevin Rieger is a financial advisor with J.P. Morgan Securities based in Lake Forest, IL, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. 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 written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Joseph Boyko is a financial professional with 17 years of industry experience currently affiliated with Cetera. He holds the Series 66 credential and has been associated with various Cetera entities since 2010. In addition to his advisory role, he is involved in business development at Barbara E. Charal and Associates, Inc. and serves as a financial professional with Genova Wealth. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through a multi-manager platform.

Jack Reiff is a financial advisor at Edward Jones 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 individual and institutional clients, managing approximately $1.01 trillion in assets through a network of over 23,700 advisors and 15,100 branch offices. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard.

Dale Stern is a financial advisor with LPL Financial in Palatine, IL, holding Series 63 and Series 65 credentials and having 28 years of industry experience. He has worked at LPL Financial since 2021 and previously held roles at Harris Investor Services Inc. and Harrisdirect LLC for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Alma Pajova is a CFP® professional with eight years of experience in the financial services industry. She is currently with Wells Fargo Clearing and has previously worked at ORG Partners, Hightower Advisors, and Mariner Wealth Advisors. She also provides financial services consulting for Gerson Lehrman Group, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets with a large network of advisors.

John Bergquist is a financial advisor with Cetera in Arlington Heights, IL, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Cetera and its affiliates since 2004 and maintains John Bergquist & Associates, offering tax and accounting services with limited power of attorney for clients. He also provides limited health insurance referrals through a related business. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management and financial planning. The firm operates a multi-manager platform with a variety of program options and manages over $256 billion in assets through a network of more than 10,000 advisors.

James Glenn is a financial advisor with Edward Jones in Mundelein, Illinois, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Edward Jones since 1995. Outside of his advisory work, he owns and operates a car storage facility in Volo, Illinois. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a range of advisory programs, tax-efficient services, and affiliated investment options. The firm is notable for its extensive national network of advisors and branches as well as its affiliated trust and lending capabilities.

Linda Takach is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2003, with prior experience at Morgan Stanley DW Inc. in 2002. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates quantitative and qualitative research in its advisory process and offers access to derivatives and commodities capabilities through its broader regulatory registrations.

Stephen Rudman is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank since 2015. He is based in Deerfield, Illinois. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm uses structured planning tools and investment models to support financial plans and manages approximately $2.74 trillion in client assets.

Timothy Womack is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been working in financial services since 1991, bringing extensive experience in helping clients with retirement income planning, cash flow management, fixed income strategies, and a variety of wealth management needs. His role centers around assisting clients and their families in achieving their lifestyle and financial goals. Tim's areas of expertise include college education planning, corporate benefits, executive compensation, family wealth management strategies, legacy planning, portfolio management, tax minimization, and retirement income. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Michigan State University. Outside of his professional work, Tim enjoys adventure sports such as biking, ice skating, running, and skiing. He also values spending time with his family and traveling.

Clifford Cadle Jr. is a financial advisor at LPL Financial with 28 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Equitable Advisors and Advisors' Pride Inc. Outside of his advisory work, he is involved with Aspiration LLC, a construction business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Eddie Favela is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to his current role, he held positions at ICU Medical and Bank of America, N.A. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Edward Bothfeld is a financial advisor with LPL Financial holding a Series 66 designation and 23 years of industry experience. His prior experience includes 13 years at Commonwealth Financial Network and 10 years at Osaic FA, Inc. He also serves as an alderman on the Lake Forest City Council. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio access, third-party asset management, and institutional platforms.

Sarah Fadamitan is a financial advisor with Edward Jones, holding a Series 66 designation and over one year of industry experience. She has been with Edward Jones since 2004. 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, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.