Dustin White is a CFP® credentialed financial advisor with 16 years of industry experience, currently based in Lake Forest, IL. He has been with J.P. Morgan Securities LLC since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process includes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

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.

Eric Bowden is a financial advisor with LPL Financial in Wheeling, Illinois, holding the Series 63 and Series 65 designations. He has 10 years of industry experience, including roles at BMO Harris Financial Advisors and BMO Harris Bank. 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 range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

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.

Jared Tryon is a CFA® charterholder with 18 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. His prior experience includes roles at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Arbor Research & Trading, Inc., and Cetera Wealth Services, LLC. He is involved with Exemplar Accounting & Tax, providing tax preparation referrals. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.

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 industry experience. He has been with Cambridge Investment Research Advisors since 2014 and previously worked at Mass Mutual Investors Services. Outside of advising, Cook is involved in business consulting, owns a marketing firm, and serves as a game director in video game development; he also holds a role as secretary for a local homeowner association. Cambridge Investment Research Advisors serves a diverse client base, including individuals, institutions, pension funds, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals.

Hunter Sperling is a financial advisor at LPL Financial with a Series 66 designation and less than one year of industry experience. His prior experience includes roles at Raymond James Financial, Strive Asset Management, and The Heico Companies, as well as a four-year period at Hillsdale College. 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 range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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.

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 Series 66-licensed financial advisor with Equitable Advisors, based in Deerfield, IL, and has one year of industry experience. Prior to joining Equitable Advisors, she worked for four years at Legacy Solar. Equitable Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs through both proprietary and third-party solutions.

Abby Stancik is a CFP® professional at Raymond James & Associates with 27 years of industry experience. Her career includes roles at Wells Fargo Clearing and Prudential Equity Group. She is based in Deerfield, IL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning and consulting services, utilizing various portfolio management styles and affiliated research, with a notable focus on municipal advisory services and employer retirement plan consulting.

Mark Harms is a Series 66-credentialed financial advisor with 11 years of industry experience, currently with LPL Financial since 2023. His prior roles include positions at Ameriprise Financial Services and Edward Jones. Outside of advising, he is an author. 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 institutions through a large network of investment adviser representatives. The firm offers a variety of financial planning and portfolio management options, supported by research and technology tools.

Dorothea Isaacson is a financial advisor at Morgan Stanley in Deerfield, IL, with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley, Wells Fargo Clearing, and Citigroup Global Markets. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and models to support its advisory process, offering a broad range of investment and financial planning solutions.