Sarah Lehmer is a financial advisor with Edward Jones in Wilmette, IL, holding Series 63 and Series 66 licenses and 23 years of industry experience. She has been with Edward Jones since 2002. Outside of her advisory role, she manages a rental condominium property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Sam Braun is a Financial Consultant at Fidelity Investments, a role he has held since 2024. In this position, he works with clients to establish their goals and objectives, assisting them in navigating complex decision-making processes related to financial planning. Prior to this, he served as a Planning Consultant at Fidelity Investments from 2022 to 2024. Sam's career in financial planning dates back to 1997, encompassing a range of roles including Regional Director at Vision 4 Fund Distributors (2015-2019), Regional Vice President positions at Salient (2014-2015) and Eagle Asset Management (2010-2013), as well as Director of Investments and Chief Compliance Officer at Financial Strategy Network, LLC (1997-2010). He holds a California Insurance License. Outside of his professional duties, Sam enjoys attending concerts, engaging in fitness activities, following football, participating in outdoor adventures, traveling, and practicing yoga.

Andrew Vitt is a CFA® charterholder and holds a Series 66 license. He is currently affiliated with Cambridge Investment Research Advisors and has professional experience dating back to 2006, including roles at Traditum Group LLC and ST Andrews Capital Group, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm offers a variety of investment solutions, including proprietary models and access to third-party strategists, with both discretionary and non-discretionary implementation options.

Jennifer Gould is a CFP® professional with 24 years of industry experience. She is currently with LPL Financial and has previously worked at Wells Fargo Clearing Services LLC and BlackRock. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a large network of investment adviser representatives. The firm offers a variety of advisory programs and financial planning services, including discretionary and non-discretionary management supported by research and model portfolios.

Trevor Santoro is a Series 65-licensed financial advisor at Edelman Financial Engines with six years of industry experience. Prior to joining Edelman Financial Engines in 2026, he spent ten years at Morningstar Investment Management LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven proprietary modeling with planner delivery and online tools, offering a range of discretionary and non-discretionary investment management solutions with an emphasis on diversified portfolios and long-term strategies.

David Zirko is a CFP® professional with nine years of industry experience. He is currently affiliated with OSAIC and has prior experience at Dickholtz Wealth Management and Securities America Advisors. Outside of his advisory work, he holds a notary license, which he offers to clients without charge. OSAIC serves a broad range of retail and institutional clients through an extensive network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services with a focus on diversified portfolios constructed using asset-allocation tools, risk-tolerance assessments, and automated rebalancing.

Daniel Schwarber is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving clients across the United States through a multi-generational wealth management team based in the Greater Los Angeles and Chicago areas. He works closely with clients to address financial challenges and life goals, focusing on areas such as corporate executive services, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, sports and entertainment, tax minimization, and retirement income. Dan began his career at Merrill Lynch Wealth Management in 2008 and holds the Chartered Retirement Planning Counselor™ (CRPC™) designation from the College for Financial Planning Institutes Corp. He graduated from Cornell University with a Bachelor's degree in Economics. Throughout his career, he has helped clients plan for education, retirement, and philanthropy, emphasizing client education to empower financial decision-making. Dan was born and raised in Cleveland, Ohio, and remains a dedicated fan of Cleveland professional sports teams as well as the Cornell Big Red. He resides in Wilmette, Illinois with his wife Samantha and their daughter Dottie. In his free time, he enjoys golf, fishing, exercising, and outdoor activities.

Amy Stratford is a Series 66 licensed financial advisor with Merrill, based in Deer Park, IL. She has 24 years of industry experience and has been with Merrill Lynch since 2001. Merrill, along 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 and profit-sharing plans, corporations, and charitable organizations.

Jonathan Beaver is a CFP®-designated financial advisor with 21 years of industry experience. He is currently with LPL Financial, joining in 2025 after spending 12 years at Wayne Hummer Investments LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by in-house and third-party research.

Robert Sieja is a CFP® with 30 years of experience in the financial services industry. He currently works at UBS Financial Services and was previously with LPL Financial for 18 years. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Kathleen Mills is a financial advisor at Cetera with 21 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Cetera and its affiliated entities since 2015. Outside of financial advising, she serves as an office manager for Twin Power Heating & Air, an HVAC service and installation business. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individual, corporate, charitable, retirement plan, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures, with over $256 billion in assets under management and more than 10,000 advisors.

Ivanna Eksler is a Wealth Management Advisor at Merrill Lynch Wealth Management. She works closely with clients to define their financial goals and develop portfolio strategies aimed at achieving those objectives. Ivanna provides ongoing advice and adapts portfolios as clients' situations change to help manage competing financial priorities such as retirement, education funding, and legacy planning. Ivanna's areas of expertise include executive compensation, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, small business strategies, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. She holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Ivanna earned a Bachelor's Degree from the University of Wisconsin System and completed accredited certificate programs at Northwestern University and the University of Chicago. In addition to her professional work, Ivanna speaks English, Russian, and Ukrainian. She enjoys activities such as dancing, music, pickleball, running, singing, skiing, tennis, traveling, and spending time with her family.

Flavius Sindile is a CFP® with 17 years of experience in the financial industry, currently serving at J.P. Morgan Securities since 2012. He has also been affiliated with Jpmorgan Chase Bank, N.A. since 2008. 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 brokerage and investment management capabilities.

Neil Sternberg is a financial advisor at Primerica Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Primerica Financial Services since 2004. Outside of his advisory role, Sternberg is the president and owner of Leadwell Team, LLC, a non-investment related business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-delivery strategies and selectively managed accounts, operating primarily as a wrap-fee solution rather than managing institutional pension or profit-sharing plans.

Keith Krause is a financial advisor with Raymond James Financial in Park Ridge, IL, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Raymond James since 2006 and also operates the Krause Investment Group and Independent Advisor Network, LLC. Krause serves as a board member and finance committee chair for a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutional clients, and various organizations. The firm employs a non-discretionary, goal-oriented approach using analytical tools and supports its clients through advisory programs and specialized municipal and SIMPLE IRA consulting services.

Michael Cichowski is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role, he operated Upper Cut Lawn Service LLC for 14 years. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Emmanuel Sequeira is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked in academia at San Jose State University and The University of Texas at El Paso. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Maciej Kielbasinski is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Thrivent in 2018, he was president of VMK Consulting Group, Inc., a business offering photography, marketing, and design services. He also serves as an election judge and assist instructor for a local scuba diving training center. Thrivent Investment Management provides Dedicated Planning Services through a network of advisors, focusing on holistic, goal-based analyses for individuals, families, businesses, and nonprofits. The firm emphasizes planning without discretionary trading authority and offers integrated planning and managed-account options under its WealthPlan program.

Alec Bradley is a Series 66-licensed financial advisor with Raymond James Financial Services Advisors, Inc., based in Evanston, IL. He has six years of industry experience, including prior roles at the University of Wisconsin and Warren Township High School. Alec is also involved as an independent contractor with two support companies, Bradley Investment Center and Bradley Private Wealth Management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutional investors, and nonprofit organizations. The firm provides tailored, non-discretionary planning and employs analytical tools to support client goals, alongside specialty services in municipal and public finance.

John Desantis is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and bringing 32 years of industry experience. He has worked with Cetera and affiliated entities since 2014, including Cetera Wealth Services and VOYA Financial Advisors. Outside of his advisory role, he owns and operates a fixed insurance sales business. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services through a nationwide network of over 10,000 advisors. The firm serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts, offering access to multiple program structures and third-party managers.