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.

Brennan Meyer is a financial advisor at Edward Jones with the designations ChFC® and Series 66. He has six years of industry experience, including five years at Enterprise Rent-A-Car prior to joining Edward Jones in 2020. Based in Arlington Heights, IL, he provides wealth management services to a diverse client base. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

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.

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 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.

Joseph Khasho is a financial advisor with Ameriprise in La Grange, IL, holding a Series 66 credential and having 27 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he is involved in developing budgeting software through his companies Allocations, Inc. and Pockkets, LLC, and participates on the board of the Near Death Experience Research Foundation, Inc. He also leads a nonprofit financial literacy outreach program that partners with community organizations to improve financial education. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing tailored written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support financial advisors in delivering these services.

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.

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.

John Josten is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses. He has 39 years of industry experience, including prior roles at Lamb Little and VOYA Financial Advisors. Outside of his advisory work, he manages an agriculture-related business, John M. Hanson Enterprises LLC. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management and more than 10,000 advisors.

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, holding a Series 66 credential and nine years of industry experience. He has worked at LPL Financial since 2021 and previously spent several years with BMO Harris Financial Advisors. 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 programs, and institutional platforms.

Joseph Christopoulos is a financial advisor with LPL Financial in Arlington Heights, IL, holding a Series 66 designation and 12 years of industry experience. He has been with LPL Financial since 2014. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Vadim Tashlitsky is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. He has worked at Edward Jones since 2024 and has prior experience with HPAC and Lake Forest College. Outside of his advisory role, he coaches age group swimming for the Highland Park Aquatic Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Dennis Marach is a financial advisor with LPL Financial in Schaumburg, IL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He previously worked at Citigroup Global Markets for six years before joining Linsco Private Ledger, now part of LPL Financial, in 2006. He is involved in outside insurance activities and operates Marach Financial Management, which includes non-variable life insurance writing and tax preparation services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Yuliya Kuznetsova is a financial advisor with J.P. Morgan Securities in Mount Prospect, IL, holding Series 63 and Series 66 licenses and possessing five years of industry experience. Her career includes roles at J.P. Morgan Securities since 2020, JPMorgan Chase Bank since 2019, and Devon Bank from 2017 to 2019. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework. The firm provides non-discretionary advice delivered by a select group of Wealth Advisors.