Hunter Hamilton is a financial advisor at Edward Jones with 18 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2007. Outside of his advisory role, he is a partner in High Caliber Capital, an LLC based in Lake Barrington, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm 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.

Edward Barretto is a financial advisor at Morgan Stanley in Deerfield, IL, holding a Series 66 designation with seven years of industry experience. He has been with Morgan Stanley since 2016, following a brief tenure at UBS in 2016 and concurrent work at Loyola University Chicago from 2013 to 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual engagements and corporate financial planning agreements.

Jeffery Decant is a financial advisor with LPL Financial in Arlington Heights, IL, holding Series 63 and Series 66 licenses and possessing 37 years of industry experience. His career includes prior roles at Thrivent Financial for Lutherans and its affiliated entities, as well as Purshe Kaplan Sterling Investments. He is involved with North Arlington Financial Solutions, a business related to his LPL activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a wide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management approaches supported by research and technology-driven strategies.

Maggie Watson is an investment advisor affiliated with LPL Financial and Heritage Wealth Partners, holding a Series 66 designation. She has been in the financial industry since 2025 and has prior experience in healthcare and nutrition, including operating Maggie Watson Nutrition LLC as a registered dietitian health coach. Watson also works with Three Point Healthcare as a registered dietitian. 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 and financial planning services, utilizing model portfolios, third-party subadvisors, and research to support diversified investment strategies.

Dustin White is a CFP® professional with 15 years of industry experience, currently serving as an advisor at J.P. Morgan Securities LLC since 2015. He holds Series 63 and Series 66 licenses and is based in Lake Forest, IL. 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. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Jan Genovez is a financial advisor with Primerica Advisors in Gurnee, IL, holding Series 63 and Series 65 licenses and having four years of industry experience. He has been with Primerica Advisors since 2021 and also has a background with the Veterans Affairs since 2014. In addition to his advisory role, he 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, catering to individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses third-party asset managers and offers a tiered wrap fee structure, focusing on curated investment models rather than institutional plan management.

Suzanne Thompson is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Morgan Stanley since 2014. Additionally, she serves on the FINRA S10 Review Committee, where she reviews and writes questions for the S10 exams. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm emphasizes structured financial planning supported by approved tools and models and manages approximately $2.74 trillion in client assets.

Robert Schachner is a financial advisor with Edward Jones in Libertyville, IL, holding Series 63 and Series 66 designations and over 43 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1982. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of approximately 23,701 financial advisors. The firm manages over $1 trillion in assets and provides services including discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions.

Eric Berls is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with individuals, families, and businesses to develop customized financial strategies aimed at achieving their financial goals. His approach involves understanding clients' life priorities to create personalized plans tailored to their unique needs and aspirations. Eric specializes in areas such as divorce transition planning, education planning, family wealth management strategies, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. His expertise is supported by his credentials, including the CERTIFIED FINANCIAL PLANNER® (CFP) designation, Accredited Asset Management Specialist™ (AAMS), Certified Plan Fiduciary Advisor® (CPFA), Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. He earned a bachelor's degree from Bradley University and an MBA from DePaul University. In addition to his professional work, Eric is involved in the Schaumburg Business Association and participates in community volunteer activities. His personal interests include cooking, reading, running, and scuba diving.

Matthew Antos is a financial advisor at Cetera with three years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab and Otto Engineering. Antos is also involved in tax and accounting services through Antos Advisors, Ltd. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with over $256 billion in assets under management and a network of more than 10,000 advisors.

Clarissa Ulivieri is a Financial Consultant currently working at Fidelity Investments. In her role, she partners with clients and their families to build, execute, and maintain financial plans, helping them prepare for the uncertainties associated with investing and work towards their financial goals. Clarissa has been with Fidelity since 2019, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant before becoming a Financial Consultant in 2023. Her experience encompasses client relationship management and comprehensive financial planning. Outside of her professional work, Clarissa has interests in beach activities, cooking and baking, exploring food, and traveling.

Colin Brennan is a CFP® professional with 11 years of experience in financial advising. He is currently a partner and financial advisor at Shoreline Financial Partners and works with Cetera. His prior experience includes seven years at FIDELITY Personal and Workplace Advisors. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, corporate, charitable, and institutional clients, offering portfolio management, financial planning, and retirement services through a large network of independent advisors nationwide.

Jerry Doran is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 11 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2014. Outside of his advisory role, he serves as a Ministry Leader for HIS Ministry, a men's group at St Mark Lutheran Church focused on Bible study and charitable fundraising. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing written recommendations on a broad range of financial topics through a network of advisors. The firm emphasizes holistic, goal-based planning and separates its planning services from managed-account programs.

James Cook is a CFP® professional with 15 years of experience, currently affiliated with Cambridge Investment Research Advisors since 2014. His work history includes roles at Cambridge Investment Research, Inc., and he is also the owner and president of Jim Cook Consulting Inc. Outside of his advisory role, Cook serves as secretary of the Winchester Estates Homeowner Association and is involved in video game development as a game director. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a variety of portfolio management strategies across multiple platforms.

Patrick Nimrod is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He has been with Merrill since 1993, bringing extensive experience in financial planning and investment strategy. Patrick holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, awarded by the Certified Financial Planner Board of Standards, Inc., and also holds the Personal Investment Advisor (PIA) designation. Patrick’s areas of expertise include college education planning, family wealth management strategies, retirement income planning, legacy planning, individual and corporate investment strategies, tax minimization, and investment consulting for defined contribution plans. He earned a bachelor's degree in statistics from the University of Denver. Patrick currently resides in Glenview with his wife, Courtney, and their daughters Jameson, Maeve, and Fiona. Outside of his professional career, he enjoys fishing, gardening, hiking, running, skiing, swimming, traveling, and spending time with his family. He is also a member of the OLPH Men’s Club.

Anthony Peoples is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. and JPMorgan Securities since 2013. 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, investment adviser, and commodity-related registrations to deliver a range of advisory and brokerage services.

Turner Carvin is a Financial Consultant at Fidelity Investments. In this role, he specializes in helping clients articulate their financial goals and develop personalized strategies to pursue them. He focuses on delivering tailored guidance that aligns with each client's unique circumstances, values, and aspirations. Turner has been with Fidelity Investments since 2019, progressing through roles including Customer Relationship Advocate, Workplace Planning Consultant, and Investment Consultant before becoming a Financial Consultant in 2024. His experience encompasses client relationship management and financial planning within the investment sector. Outside of his professional work, Turner engages in family activities and enjoys football, parenthood, and tennis.

Farrahlyn Vo is a financial advisor at Morgan Stanley in Deerfield, IL, with 25 years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at RBC Capital Markets and Oppenheimer. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques but generally acts in an advisory capacity without providing individual security recommendations in standalone planning.

Sarah Osborn is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she worked at Legacy Solar for four years. Equitable Advisors serves individual investors, retirement plan sponsors and participants, 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 utilizes a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Abby Stancik is a CFP® professional affiliated with Raymond James & Associates, with 27 years of industry experience. Her prior work includes ten years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. She is based in Deerfield, IL. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500 billion in assets and serving a diverse client base that includes individuals, pension plans, corporations, and government entities. The firm provides wealth advisory planning and investment consulting primarily on a non-discretionary basis, supported by its firm-sponsored wrap fee programs and institutional consulting services.