Daniel Halperin is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Securities, JPMorgan Chase Bank, Bank of America, and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including customized financial planning facilitated by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Vadim Tashlitsky is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at HPAC and Lake Forest College. Outside of his advisory role, he coaches age group swimming at the Highland Park Aquatic Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm has a large national network of advisors and branch offices and operates under a fiduciary standard.

Nicholas Wallace is a financial advisor with Robert W. Baird & Co. in Winnetka, IL, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with Robert W. Baird since 2007. The DDK Group, where Wallace works, is part of Baird’s Private Wealth Management department and serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies along with internal research and tools, including artificial intelligence, in its advisory process.

Alona Komar is a financial advisor with LPL Financial based in Northbrook, IL. She holds the Series 63 and Series 65 designations and has been in the financial industry since 2025. Prior to joining LPL Financial, she worked at BMO Bank N.A. and had experience in the glass and window industry. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research from internal and third-party sources.

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.

Karen Anderson is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has previously served on the Allendale Women's Board for six years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a non-discretionary Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Julia Dominguez is a financial advisor at J.P. Morgan Securities in Winnetka, IL, holding Series 66 and Series 63 licenses with three years of industry experience. Her work history includes roles at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A., as well as prior employment outside the financial industry. 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 applying an ESG eligibility framework in its recommendations.

Melanie Sheedy is a CFP®-certified financial advisor with 25 years of industry experience, currently with J.P. Morgan Securities. She has been with J.P. Morgan Securities since 2012 and also has a long tenure at JPMorgan Chase Bank, N.A. from 2001 to the present. Her prior experience includes managing The Sheedy Family Living Trust. 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 institutional advisory services with brokerage, distribution, and investment management capabilities.

Svitlana Sheppard is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been working in financial services since 2003, joining Merrill in 2010. Svitlana focuses on providing comprehensive wealth planning that addresses various aspects of clients' financial lives, including equity compensation, family wealth management, legacy planning, liquidity management, philanthropic planning, and personal retirement planning. She works closely with high-net-worth clients to deliver personalized strategies and collaborates with professionals to provide broad and dynamic wealth management advice. Svitlana holds a Bachelor of Science in Finance with a minor in Economics from Northeastern Illinois University, where she graduated summa cum laude. She also holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Originally from Ukraine, she is fluent in Ukrainian, Russian, and English. Residing in the Wicker Park neighborhood of Chicago with her husband Brian and their rescue dog Chloe, Svitlana enjoys biking, plant-based cooking, hiking, running, skiing, traveling, and yoga. She is involved in community programs such as Better Money Habits with Bank of America in partnership with Khan Academy and the Chicago Public Library Foundation Associate Council.

Bradley Weiss is a financial advisor at Equitable Advisors with four years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2021. Outside of his advisory work, Weiss serves as a director and board member of Makom Solel Lakeside, a nonprofit organization, and manages personal and family trust responsibilities. 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 third-party asset managers. The firm operates a hybrid referral and implementation model tailored to client goals, risk tolerance, and time horizon.

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 in Deerfield, IL, holding Series 65 and Series 63 credentials and 19 years of industry experience. He has been with Cetera since 2006 and is also president of Abrams & Steinberg, P.C., a CPA firm. Additionally, he serves as treasurer of the Briarcrest Homeowners Association board. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network. The firm offers a range of portfolio management and financial planning services across multiple program structures, including access to affiliated and third-party managers.

Adam Weiss is a financial advisor with LPL Financial in Northbrook, IL, holding Series 63 and Series 65 designations and possessing 32 years of industry experience. He has been with LPL Financial since 2009. Weiss also leads The Weiss Group, Inc. (dba TWG Benefits, Inc.), a third-party administrator, which he has operated since 1995. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by internal research and third-party subadvisors.

Ben Nelson is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 66 designation and previously worked at UBS Private Wealth and Exemplar Financial Network. 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 applying an ESG eligibility framework in its recommendations.

Jeffery Brin is a financial advisor with J.P. Morgan Securities in Glenview, IL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2004. 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 non-discretionary recommendations supported by centralized due diligence and ESG eligibility processes.

Stephen Bergman is a financial advisor with J.P. Morgan Securities and holds the CFA® designation along with Series 65 and Series 63 licenses. He has five years of industry experience, having worked previously at firms including Fiducient Advisors, Fifth Third Private Bank, and Hengehold Capital 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. The firm delivers non-discretionary services through Wealth Advisors and offers access to a broad range of investment products within the J.P. Morgan organization.

Sean Snowden is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 10 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Securities America Advisors, Inc. for seven years and has been involved with W&D Consulting LLC since 1999. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by in-house and third-party research.

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 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill and LPL Financial since 2010. Outside of his advisory role, he is a co-owner of a real estate rental investment on Amelia Island, Florida. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.