Rebekah Berry is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird since 1999. Berry serves on the board and the Endowment Trust Committee of the Greater Elgin Family Care Center, where she participates in overseeing the overall investment allocation of the endowment trust. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, addressing a broad range of investment strategies and client goals.

Jeffrey Smiejek is a financial advisor with Cetera who holds a Series 66 designation and has 17 years of industry experience. His career includes roles at Avantax Investment Services, Porte Brown Wealth Management, and 1st Global Advisors. He is also a partner at Porte Brown LLC, where he manages staff, clients, and new business development, and leads the valuation and transition planning team. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to affiliated and third-party model portfolios, discretionary and non-discretionary management options, and a range of program structures supported by ongoing supervision and client reviews.

Nicholas Parker is a CFP® and Series 66-credentialed financial advisor with Edward Jones, based in Itasca, IL. He has 10 years of industry experience, all with Edward Jones since 2016. Outside of his advisory role, he manages a single-unit rental property in Chicago. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies, including discretionary and non-discretionary managed solutions, and operates under a fiduciary standard.

Connor Schomig is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Milliken & Company and Kiefer USA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Duane Luke is a financial advisor at Morgan Stanley with a Series 66 credential and over 30 years of industry experience. His prior work includes roles at Northern Trust, Discover Financial Services, and Capital One. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Mark Miceli is a financial advisor with Edward Jones in Elmhurst, IL, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he works part-time converting the United Center from basketball to hockey configuration as needed. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment options, and affiliated services supported by a large national network of financial advisors and branch offices.

Wendy Jacobson Rosen is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her career includes long tenures at Prudential Insurance Company of America and Pruco Securities, LLC, as well as prior work at Marc Jacobson & Associates. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management arrangements, and a wide range of brokerage and insurance products, supported by an integrated platform that combines adviser programs with active sales of financial products.

Leonard Digate is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 52 years of industry experience. He previously worked at Ausdal Financial Partners, Inc. for 14 years and operated Leonard Digate Income Planning for 20 years. He is also licensed as an insurance broker specializing in non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning and portfolio management, supported by research and technology-based strategies.

Michael Chatterton is a Series 66-credentialed financial advisor at LPL Financial with 20 years of industry experience. His career includes roles at CUNA Mutual, Andigo Credit Union, and Cuna Brokerage Services, Inc. He is also associated with Consumers Financial Group in an investment-related capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, with access to model portfolios, third-party research, and multiple management options for clients.

Bradley Peterson is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and bringing eight years of industry experience. He has been with Morgan Stanley since 2016, including his current role at Morgan Stanley Private Bank, N.A. since 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide array of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process relies on structured discovery conversations and firm-approved tools, and it offers both retail and institutional solutions alongside additional services such as private funds and principal trading.

Melinda Camardella is a financial advisor at Equitable Advisors with two years of industry experience. She holds the Series 66 designation and previously worked at Edward Elmhurst Health. Outside of finance, she is an acupuncturist, owning Return to One Acupuncture and working as an independent contractor at Momentum Health Center; she has also served on boards related to acupuncture in Illinois. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, institutional clients, and charitable organizations. The firm offers a range of advisory programs delivered through a network of representatives and emphasizes matching clients to program models or discretionary managers, utilizing both proprietary and third-party solutions.

John Thompson is the Senior Resident Director at Merrill, with professional experience dating back to 1985. He has served as a Senior Vice President and Wealth Management Advisor, specializing in providing financial strategies tailored to individual clients' goals and long-term growth. John leads a team that focuses on diverse and disciplined portfolio management, utilizing Model Portfolio Strategies to implement discretionary portfolio management on behalf of clients. John holds a Bachelor's Degree from Northern Illinois University and has earned professional designations including Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). His areas of expertise encompass college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, individual and corporate investment strategy, and tax minimization. He emphasizes helping clients understand and manage risk effectively across their financial portfolios. Residing in the Arlington Heights community with his family, John enjoys baseball, boxing, football, music, reading, running marathons, and spending time with his family. He values building long-term relationships with clients and providing clear, accessible guidance through different stages of their financial lives.

Benjamin Stephens is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds a Series 66 license and is based in Villa Park, Illinois. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across the wealth spectrum, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrew Minehart is a financial advisor with Edward Jones in Elgin, IL, holding CFP® and ChFC® designations and 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Outside of his advisory role, Minehart is president of Minehart Enterprises LLC, a rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies with affiliated capabilities such as trust services and securities-based lending.

Patrick Naughton is a financial advisor with Cetera, holding a Series 63 designation and 38 years of industry experience. He has been with Cetera and its affiliates since 1988 and founded Naughton Financial Services in 2012. Outside of his advisory work, Naughton serves on the Board of Lay Trustees for Marmion Academy, a private high school, and is a board member of the John Paul II Renewal Center, a religious organization. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 independent advisors and serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment managers.

Henry Moreno Alzate is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked as an independent solar broker and was involved in coaching soccer through the Wilmette Wings Soccer Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a widespread network of advisors and branch offices. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Joel Billings is a financial advisor with LPL Financial in Geneva, Illinois, holding Series 63 and Series 65 credentials and having 25 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory work, he serves as a substitute teacher for the Geneva School District 304. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by internal and third-party research and a variety of investment strategies.

Andrew Tistle is a financial advisor at Raymond James Financial with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Raymond James in various capacities since 2000. Outside of his advisory role, he is co-owner and president of a non-investment related support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and utilizes analytical tools for risk profiling and outcome modeling.

Lyle Berkson is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2014. Outside of his advisory role, he is involved in a residential rental business. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities.

Kenneth Busch is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services, LLC. His prior experience includes roles at Edward Jones and several other firms. He has also been involved in independent insurance brokering, focusing on whole life insurance. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice centered on dependable income sources and tax-aware withdrawal strategies.