John Desantis is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and bringing 32 years of industry experience. He has worked with Cetera and affiliated entities since 2014, including Cetera Wealth Services and VOYA Financial Advisors. Outside of his advisory role, he owns and operates a fixed insurance sales business. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services through a nationwide network of over 10,000 advisors. The firm serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts, offering access to multiple program structures and third-party managers.

Joseph Herbruck is a Planning Consultant at Fidelity Investments, working from the local Investor Center in Highland Park, IL. In this role, he supports two Wealth Management Teams and their clients by reviewing and analyzing financial plans, providing education, and offering investment guidance to help clients work toward their financial goals. Joseph's experience in the financial services industry includes roles as a Relationship Manager and Financial Representative at Fidelity Investments, as well as a Financial Representative at Lifetime Financial Growth. He also gained experience as a Qualified Plan Intern at Black Box Pension Advocates, LLC. Outside of his professional work, Joseph has interests that include family activities, playing musical instruments, music, pets, traveling, and volunteering.

Brock Allen is a financial advisor with Edward Jones in Lake Zurich, IL, holding Series 63 and Series 66 designations and 22 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. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Echales is a financial advisor with Cetera, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 37 years of industry experience, including prior roles at The Hechtman Group and EchaLes, Benjamin & Simkin, LLP. His current practice operates under the name EBS Wealth Management Services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, managing over $256 billion in assets across more than 10,000 advisors.

Andrei Neuhaus is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he was involved with the Orland Park Vikings Youth Hockey Club from 2017 to 2018. 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 broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

James Issel is a financial advisor at Cetera with over 41 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Cetera, Mr. Issel worked at Cetera Wealth Services, LLC for 13 years. Outside of his advisory role, he serves as an election judge in DuPage County and acts as an executor and trustee in family-related legal and trust matters. Cetera Investment Advisers LLC operates a multi-manager platform serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management and financial planning services through discretionary and non-discretionary programs, offering advisors access to affiliated and third-party investment managers.

Bradley Burrows is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 66 and Series 63 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Prior to that, he was employed in rental car services and pool management. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Sean Bjork is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has also worked with HUB International Investment Services, Global Retirement Partners, and Independent Financial Partners. Outside of his advisory work, Bjork volunteers as a firefighter with the Lake Bluff Fire Department and coaches alpine ski racing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charities nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Marvin Somlo is a Financial Advisor at Merrill Lynch Wealth Management with over 25 years of experience in the investment industry. He focuses on helping families navigate financial planning tailored to their unique goals and needs, including college education planning, family wealth management, legacy planning, retirement planning, and tax minimization. Marvin holds an MBA from Loyola University Chicago and a Bachelor's Degree from Vanderbilt University. He maintains several professional designations and registrations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and FINRA Series 6, 7, SIE, 63, and 65 registrations, along with Life and Health licenses. He takes a client-centric approach by getting to know his clients and understanding their priorities to develop personalized strategies. Marvin integrates experience with ongoing advice and guidance as clients' needs evolve. Outside of his professional role, he enjoys pickleball, tennis, traveling, and spending time with his family.

Joel Ridle is a Senior Financial Advisor and Senior Vice President with Merrill Lynch Wealth Management. He has been with Merrill for over 15 years, focusing on retiree wealth management, portfolio management, financial guidance, and working with small to mid-size businesses. Joel is a Personal Investment Advisor (PIA) and a qualified Portfolio Manager who provides traditional advice and guidance, as well as manages personalized or defined strategies on a discretionary basis. These strategies may incorporate individual stocks and bonds, model portfolios, and third-party investment approaches. Joel holds a Bachelor's Degree in Business Management from Western Illinois University. He is involved with the Sigma Chi Fraternity and participates in community organizations such as the Golden Eagles Wrestling Club. In his personal time, Joel enjoys baseball, golfing, and traveling. He has been married to his wife, Sandy, since 1994, and together they have four children.

Charles Rosen is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His prior roles include positions at Aegis Capital Corp and Marc Jacobson and Associates. Rosen is also an Assistant Vice President of Operations at Marc Jacobson & Associates LLC. 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 wealth portfolios, third-party asset management, and brokerage and insurance products via an integrated platform.

Rita Maliekal is a financial advisor with Primerica Advisors in Lake Zurich, IL, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. She has worked with PFS Investments, Inc. since 2007 and Primerica Financial Services since 2006. In addition to investment advisory activities, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven and separately managed account strategies. The firm curates third-party asset managers and employs a tiered wrap fee structure for its services.

Catherine Gripper is a financial advisor with Equitable Advisors in Arlington Heights, IL. She holds a Series 66 designation and began her advisory career in 2026. Prior to joining Equitable Advisors, she worked for School District 25 in 2025 and had a period of unemployment from 2015 to 2026. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Kelly Kepka is a Planning Consultant at Fidelity Investments, where she focuses on helping clients develop personalized financial plans that align with their goals. She emphasizes clear communication and education to support clients in making informed decisions. Her professional experience includes roles as a Relationship Manager at Fidelity Investments, Licensed Investment Professional at JP Morgan Chase, Financial Professional at Equitable Advisors, Financial Representative at Fidelity Investments, and Associate Banker at JP Morgan Chase. This diverse background has provided her with comprehensive knowledge of financial planning and client relationship management. Outside of her professional work, Kelly has interests in cooking and baking, fitness, kayaking, music, pets, and traveling.

Jonathan Peters is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2013 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and models client outcomes, while generally acting in an advisory capacity for clients’ financial plans.

Manuel Madriz is a financial advisor at Merrill Lynch Wealth Management specializing in guiding high-net-worth individuals toward clarity and confidence in their financial lives. He focuses on helping clients define their goals and build tailored, disciplined strategies designed to achieve those objectives. Manuel employs a holistic approach to managing wealth, emphasizing the importance of understanding each client's priorities to develop customized financial plans. He holds FINRA Series 7 and Series 66 registrations and has earned the Certified Investment Management Analyst (CIMA) designation through the Investments & Wealth Institute in partnership with the University of Chicago. Manuel graduated magna cum laude with distinction from the University of Kansas, where he was awarded a Chick Evans Scholarship. Outside of his professional work, Manuel serves on the leadership council for the Evans Scholars Program. He resides in Lisle with his wife Morgan, their daughter Sofia, and their dog Bentley, and enjoys practicing Spanish, hiking, reading, and spending quality time with family and friends.

Matthew Anderson is a financial advisor at Ameriprise with six years of industry experience. He previously worked at Edward Jones for six years and has a background in construction from his time at Montemayor Construction Company. Anderson holds a Series 66 designation and is based in Vernon Hills, Illinois. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement who meet specific asset criteria, providing detailed written Recommendation Reports. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary advice through a centralized consulting team.

Rupali Agarwal is a financial advisor at Primerica Advisors with five years of industry experience and holds Series 63 and Series 65 licenses. She has been with Primerica Advisors since 2021 and is also the owner of TJ Outlet LLC, an online e-commerce business selling bullion, household items, and electronics. Prior to her current roles, she was self-employed in 2020 and has longstanding ties with Primerica Financial Services since 2005. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm uses model-delivery strategies developed by unaffiliated asset managers and offers discretionary separately managed accounts, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Mathew Matusiak is a financial advisor with Primerica Advisors in Elk Grove, IL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2005. Outside of his advisory role, he serves as a director for the District 12 & 13 Youth Camp PNA. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable accounts. The firm offers model-based investment strategies supported by third-party asset managers and custodial services, with approximately 3,948 advisors and $15.5 billion in assets under management.

Robert Baldridge is a Series 66-licensed financial advisor with Edward Jones in Lake Forest, IL, where he has worked since 2013. He has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.