Manfred Hegwer Jr. is a financial advisor with LPL Financial in Northbrook, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include significant tenures at Morgan Stanley Private Bank and UBS Financial Services. In addition to his advisory work, he is a commissioned notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, supported by tools like machine learning for research and operational purposes.

Thomas Slowinski is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 66 and Series 63 credentials and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he is a general partner at Papi Legusta, LLC, a musical composition, recording, and live performance business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory program.

Dustin Mahler is a financial advisor at Charles Schwab with 20 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by its Center for Financial Research.

Michael Senft is a financial advisor with Charles Schwab holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Schwab, he worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank N.A., and The Vanguard Group. He is based in Winnetka, Illinois. 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 provides a blend of non-discretionary advisory relationships alongside access to discretionary separately managed accounts, using multi-asset model portfolios and a comprehensive investment research platform.

Preston Poore is a ChFC® credentialed financial advisor with 13 years of industry experience, currently affiliated with Morgan Stanley in Deerfield, IL. He has worked at Morgan Stanley and its Private Bank since 2019, and prior to that was with Bank of America and Merrill from 2014 to 2019. Morgan Stanley Wealth Management offers a range of advisory programs for individual and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both individual and corporate financial planning services.

Travis Brown is a financial advisor with Edward Jones in Grayslake, IL, holding Series 63 and Series 66 licenses and having 20 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, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

David Nickow is a financial advisor at Raymond James & Associates with three years of industry experience. He holds a Series 66 designation and previously worked at Litera, Sun Branding Solutions, and Southern Graphic Systems. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Lauren Burge is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2025, she worked at Wintrust Investments, LLC for six years and has experience in home staging and furniture rental businesses. 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 advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, with a focus on combining technology and extensive non-advisory financial services.

Joshua Moorman is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 2020, he has collaborated with individuals, families, and small business owners to create and maintain comprehensive wealth management strategies and provide investment advice. His approach involves working closely with clients to understand their goals, objectives, and risk tolerance, enabling him to develop personalized strategies tailored to each unique situation, including advising small business owners on corporate retirement plans. Mr. Moorman has been active in the investment industry since 2014. He holds a Bachelor's Degree in political science and sociology from North Central College, earned in 2014, and holds the Personal Investment Advisor (PIA) designation. He resides in Mundelein, Illinois, with his wife Jacklyn and sons Nathan and Cameron. Outside of his professional work, Joshua Moorman is involved with Safe Families for Children. His personal interests include golfing, skiing, hiking, woodworking, traveling, and spending time with his family.

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 a Series 66 designation and two years of industry experience. He has worked at Edward Jones since 2024 and has prior experience with HPAC and Lake Forest College. Outside of his advisory role, he coaches age group swimming for the Highland Park Aquatic Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

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 an advisor at LPL Financial with Series 63 and Series 65 credentials. She has been in the financial industry since 2022, including experience at BMO Bank N.A. before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 Series 66 licensed financial advisor with J.P. Morgan Securities, where she has one year of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2025. Outside of her advisory role, she served on the Allendale Women's Board for six years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Julia Dominguez is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and three years of industry experience. She has worked at J.P. Morgan Securities since 2022 and has been with Jpmorgan Chase Bank, N.A. since 2020. Prior to entering the financial industry, she was employed at Angry Crab from 2018 to 2020. J.P. Morgan Securities provides institutional consulting services focused on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative screening and qualitative research to develop model asset allocations and incorporates ESG eligibility frameworks.

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.