Peter Schallmoser is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in the financial industry. He specializes in designing cost-effective corporate retirement plans—including 401(k), defined benefit, and non-qualified platforms—for businesses that prioritize employee economic empowerment. Since 1997, Peter and the Schallmoser Group have worked closely with corporate and high net worth individual clients to develop personalized financial strategies that align with their unique goals. His areas of expertise include corporate benefits, equity compensation services, investment consulting for defined contribution plans, personal retirement planning, tax minimization, and retirement income strategies. Peter holds a Bachelor’s Degree from Loyola University Chicago and a Master’s Degree from Pennsylvania State University. He holds multiple professional designations, including Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Beyond his professional work, Peter serves as a Village Trustee for the Village of Lake Barrington, Illinois, and volunteers with the Crushers Club in Englewood, Chicago. His personal interests include adventure sports, baseball, and traveling.

Melanie Sheedy is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2012. She has worked with JPMorgan Chase Bank, N.A. for 25 years and was involved with The Sheedy Family Living Trust from 2010 to 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.

Bradley Weiss is a financial advisor with Equitable Advisors in Deerfield, IL, holding a Series 66 designation and five years of industry experience. He has been with Equitable Advisors since 2021 and also has a longstanding affiliation with Daniel Asher dating back to 2006. Weiss serves as a director and board member for Makom Solel Lakeside and is involved in managing family trusts and household operations. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory programs and third-party asset managers to implement personalized investment strategies.

Zachary Harveth is a financial advisor with Stifel, holding a Series 66 designation and 11 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously held roles at Morgan Stanley and Morgan Stanley Private Bank, N.A. from 2014 to 2019. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment methodology developed by its Investment Strategy Group.

Bruce Abrams is a financial advisor with Cetera who holds Series 65 and Series 63 licenses and has 19 years of industry experience. He has been associated with Cetera since 2006 and also serves as president of Abrams & Steinberg, P.C., a CPA firm. Abrams is treasurer of the Briarcrest Homeowners Association board and provides tax and accounting services through Clover CPAs & Consultants. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple program structures and third-party money managers.

Adam Weiss is a financial advisor with LPL Financial in Northbrook, Illinois, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Waterstone Financial Group, Inc. from 2005 to 2009. Weiss also manages a third-party administration business, The Weiss Group, Inc. (dba TWG Benefits, Inc.). LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers diverse investment strategies, including model portfolios and third-party asset management, supported by technology and a broad range of financial products.

Sean Snowden is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He previously worked at Securities America Advisors, Inc. for seven years and operates W&D Consulting LLC, an independent consulting business he has managed since 1999. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions. The firm provides a broad range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

Blake Levit serves as a Financial Advisor at Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their personal values and financial goals, helping to develop tailored investment strategies. He also provides access to banking and lending services through Bank of America. Blake holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Illinois System. He communicates with clients in both English and Spanish.

Omar Hamid is a financial advisor at Charles Schwab with eight years of industry experience. He holds a Series 66 designation and has worked at several firms, including Ameriprise Financial Services, Republic Bank of Chicago, and MB Financial Bank. Hamid has been with Charles Schwab and Charles Schwab Bank since 2019. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and a comprehensive alternative investments program.

Peter Van Houten is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2017, with prior experience at Merrill and other firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Lindsey Davis serves as Vice President and Branch Leader at Fidelity Investments, a position she has held since 2024. In this role, she leads, manages, and coaches a team of financial professionals who work closely with clients to develop comprehensive financial plans tailored to their goals. Since joining Fidelity in 2015, Lindsey has progressed through various roles including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant. Her experience encompasses client relationship management and investment consulting, contributing to her expertise in delivering personalized financial solutions. Additional information regarding education, credentials, personal interests, or community involvement has not been provided.

Morgan Hensel is a Series 66-licensed financial advisor at Ameriprise with three years of industry experience. Prior to joining Ameriprise, Hensel held various roles including positions at Bethel University and multiple leadership development centers. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income service uses a centralized team to deliver customized Recommendation Reports supported by proprietary research and third-party data.

Kenneth Molnar is a financial advisor at Fidelity with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Southwest Securities and Invex, LLC. He has also held a role at Communitech Outposts. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic model portfolios and manages sub-advisers while maintaining oversight and conflict-of-interest controls.

Kevin Rosenberg serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in providing financial guidance in areas such as corporate equity and compensation plans, trust and estate planning strategies, tax-efficient investing, personal retirement planning, and business liquidity management. His approach focuses on simplifying complex financial concepts to help clients achieve the best possible future with their available resources. Kevin holds several professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned his Bachelor's Degree from the University of Iowa. In addition to his professional work, Kevin is actively involved in community organizations. He serves as the Assistant Treasurer for the Union League Boys and Girls Clubs in Chicago and volunteers with the Special Olympics of Illinois. He also supports the Juvenile Diabetes Research Foundation. His personal interests include music, basketball, biking, boating, hiking, racquetball, reading, spending time with family, traveling, and writing.

Aaron Roehl is a Series 66-registered financial advisor with Merrill, where he has worked for 10 years. Prior to and concurrently with his advisory role, he was involved with Aircraft Training Services, LLC for 12 years. Outside of his advisory duties, he serves as a trustee for the R. W. K. 2022 Trust and holds multiple roles at Hope Lutheran Church, including board member and mutual ministry committee member. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jessica Mc Main is a financial advisor with Charles Schwab in Northbrook, IL, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. She has been with Charles Schwab since 2006. 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. The firm offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, delivering multi-asset model portfolios supported by research and due diligence on alternative investments.

Patrick Witte is a financial advisor at LPL Financial with eight years of industry experience. He has previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank, with additional experience at St. John's Lutheran Church and School. His credentials include Series 63 and Series 66 registrations. 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 services including financial planning, model portfolio programs, and access to third-party asset management, supported by both discretionary and non-discretionary strategies.

Adam Thompson is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused 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 research, offering model asset allocations that may include an ESG eligibility framework.

Gregory Kamp is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes roles at Allstate Financial Advisors LLC and Mass Mutual Investors Services. Outside of his advisory work, he serves as a trustee and executor for family trusts and estates. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

Perry Meyers is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2017. His prior experience includes roles at Fidelity Investments, Strategic Advisors, Inc., William Blair, and other financial firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.