Robert Herrmann is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license. He has 36 years of industry experience, including prior roles at Securities America Advisors and Securities America Inc. Herrmann is also involved in non-variable insurance sales through Herrmann Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by research and various portfolio management options.

Yevgeny Kozachuk is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and is based in Mt Prospect, IL. 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 under management through a large nationwide network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Terrell Wilson is a financial advisor at Edward Jones with 11 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior roles include positions at OneAmerica Securities, American United Life, Bank Financial, N.A./THG Financial, Cetera, Massmutual, and Merrill. Outside of his advisory career, he serves as a volunteer board member for the Illinois Jumpstart Coalition, focusing on financial literacy in disadvantaged schools in Chicago. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets with a large national network of advisors and branch offices.

Jesse Stabile is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with LPL Financial, having worked there since 2021, with prior roles at Wintrust Investments LLC, BMO Harris Financial Advisors, and Foresters Financial Services. 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, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and various investment strategies.

Justin Budd is a financial advisor with Edward Jones in Elgin, IL, holding a Series 66 designation and having 12 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, including households across various wealth levels as well as pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Salvador Sandoval Jr. is a financial advisor at Merrill with a Series 66 designation. He has one year of industry experience and previously served four years in the United States Marine Corps. His work history includes roles at several fitness and retail companies prior to joining Merrill. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joseph Herrick is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He previously worked for Save On from 2007 to 2022 before joining Edward Jones. 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 and offers a range of investment strategies and affiliated financial services supported by a large network of advisors and branch offices.

Andres Rodriguez is a CFP® and Series 66 licensed financial advisor with Edward Jones, where he has worked since 2016. He has nine years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Paul Nielsen Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked with JPMorgan Chase Bank, N.A. since 1995. Outside of his advisory role, he is involved in a family-owned land trust focused on property investment. J.P. Morgan Securities 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 to deliver comprehensive advisory and brokerage services.

Robert Johnson III is a financial advisor at Edward Jones in Lake Barrington, IL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, he worked in sales roles at automotive companies including Napleton Westmont Porsche and Muller Subaru. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and offices nationwide.

Sebastian Radziszewski is a financial advisor at Charles Schwab with two years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank SSB since 2023. Prior to his advisory career, he was involved with Delta Sigma Phi - Epsilon Kapp and completed full-time education through 2024. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related services. The firm provides a combination of non-discretionary advisory recommendations and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Brennan Meyer is a financial advisor at Edward Jones with the designations ChFC® and Series 66. He has six years of industry experience, including five years at Enterprise Rent-A-Car prior to joining Edward Jones in 2020. Based in Arlington Heights, IL, he provides wealth management services to a diverse client base. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

William Donahue is a financial advisor at Edward Jones in Buffalo Grove, IL, with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, with approximately $1.01 trillion in assets under management supported by a large nationwide network of advisors and branch offices.

Susana Martinez is a financial advisor with Charles Schwab in Schaumburg, IL, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. Her prior work includes roles at JP Morgan Chase Bank, Charles Schwab Bank, and TD Ameritrade. Outside of her advisory duties, she is the sole member of S2K, LLC, a non-investment-related entity. 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a structured alternative-investment offering.

Matthew Ramos is a Financial Consultant currently based in the Deer Park office. He partners with individuals and families to develop financial plans tailored to their personal definitions of success. With a career spanning over 20 years in the industry, Matthew collaborates with clients to co-create financial roadmaps that leverage a wide range of resources and services. Matthew's professional experience includes roles as a Financial Consultant at Fidelity Investments since 2022, Financial Advisor at Tranel Financial Services in 2022, Senior Financial Consultant at TD Ameritrade from 2018 to 2021, Producing Branch Manager and Financial Consultant at Scottrade between 2014 and 2018, Financial Consultant at TD Ameritrade from 2006 to 2014, Personal Finance Specialist at Hewitt Associates from 2005 to 2006, and Licensed Sales Assistant at Comerica Securities from 1995 to 1996. Outside of his professional work, Matthew has interests in cars, cooking and baking, family activities, fitness, social events with friends, and motorcycles.

Darell Hughes James is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with individuals, families, and business owners to help them pursue their financial goals through personalized wealth management strategies. Leveraging the resources of Merrill and Bank of America, he provides guidance in wealth planning, retirement strategies, investment management, and risk management. Darell holds a Bachelor's Degree from Northern Illinois University and holds the designation of Personal Investment Advisor (PIA). His approach emphasizes understanding what matters most to clients and assisting them in making informed decisions with confidence. His client focus areas include family wealth management strategies, managing new wealth, and retirement income. Outside of his professional role, Darell enjoys dancing, music, and soccer.

Wendy Farrissey is a financial advisor at Charles Schwab with 24 years of industry experience. She holds the CFP®, Series 63, and Series 66 credentials. Her prior experience includes eight years at Northern Trust before joining Charles Schwab in 2018. 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, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment process.

Tarek Esseraidi is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including J.P. Morgan Securities LLC and BNP Paribas. Outside of his advisory roles, he has experience in education, having worked at Walther Christian Academy High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options supported by model portfolios and research from various sources.

Kathleen Wresch is a financial advisor at Edward Jones with Series 66 credentials and four years of industry experience. She previously worked at Homeside Financial and Perl Mortgage. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Joseph Khasho is a financial advisor with Ameriprise in La Grange, IL, holding a Series 66 credential and having 27 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he is involved in developing budgeting software through his companies Allocations, Inc. and Pockkets, LLC, and participates on the board of the Near Death Experience Research Foundation, Inc. He also leads a nonprofit financial literacy outreach program that partners with community organizations to improve financial education. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing tailored written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support financial advisors in delivering these services.