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.

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.

Henryk Rawner is a financial advisor at J.P. Morgan Securities with one year of industry experience. He previously worked at Equitable Advisors and the Law Offices of Zofia Rawner PLLC. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

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.

Lambros Konstantellos is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior roles include positions at Charles Schwab, TD Ameritrade, and U.S. Bancorp Investments. He also serves as a parish council member at St. Haralambos Greek Orthodox Church, where he participates in governance and strategic planning. In addition, he supports a family-run arts and crafts business through occasional operational and bookkeeping assistance. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates ESG criteria. The firm’s services are delivered on a non-discretionary basis with final decision-making authority retained by clients.

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.

Randall Johnson is a financial advisor with Edward Jones in Gurnee, IL, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, he spent 18 years at Cox Automotive. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm offers a range of managed strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 advisors.

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.

Robert Baldridge is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient overlays, operating under a fiduciary standard.

Zachary Powell is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he held positions at Community Unit School District 200 and FedEx Ground. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including funds-of-funds and model portfolios.

David Helfand is a financial advisor with Ameriprise in Highland Park, IL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Helfand serves on the Board of Directors for the Scleroderma Foundation Greater Chicago and chairs the Endowment Committee for Makom Solel Lakeside. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Sean Gay is a financial advisor with LPL Financial in Libertyville, IL, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at LPL Financial since 2020 and previously spent 11 years at Ausdal Financial Partners, Inc. Gay has also maintained an independent advisory business, Blue Oak Financial Services, since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management options.