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.

Kathleen Wresch is a financial advisor with Edward Jones in Lake in the Hills, IL, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at Homeside Financial and Perl Mortgage. 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 strategies supported by a large nationwide network of financial advisors and branch offices.

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.

Brandon Blazer is a financial advisor with Wells Fargo Clearing in Barrington, IL. He holds a Series 66 designation and has 17 years of industry experience, including 10 years with Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Anthony Bianchi Sr. is a financial advisor at Thrivent Investment Management with 20 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, he serves as a board member for Lake County Crime Stoppers, an anonymous crime tip line. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning on topics such as retirement, tax, estate, and special needs but does not include implementation of recommendations as part of the service.

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.

John Josten is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses. He has 39 years of industry experience, including prior roles at Lamb Little and VOYA Financial Advisors. Outside of his advisory work, he manages an agriculture-related business, John M. Hanson Enterprises LLC. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management and more than 10,000 advisors.

Timothy Den is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Prudential Insurance Company of America, Pruco Securities, LLC, and Bankers Life. He occasionally offers Medicare Supplement insurance to clients through a separate brokerage activity. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists.

Rumen Hristov is a financial advisor at Primerica Advisors with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with PFS Investments Inc. and Primerica Financial Services since 2002. Outside of his advisory role, Hristov co-owns Rumen Consulting Corp., a business that provides tax preparation services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options within a wrap-fee structure. The firm curates third-party asset managers and uses a tiered wrap fee model, delegating trading responsibilities to BNY Mellon Advisors.

Jose Lopez Maldonado is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. He previously worked at BMO Harris Financial Advisors from 2016 to 2021 before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced research and operational tools.

Joseph Christopoulos is a financial advisor with LPL Financial in Arlington Heights, IL, holding a Series 66 designation and 12 years of industry experience. He has been with LPL Financial since 2014. 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.

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.

Dennis Marach is a financial advisor with LPL Financial in Schaumburg, IL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He previously worked at Citigroup Global Markets for six years before joining Linsco Private Ledger, now part of LPL Financial, in 2006. He is involved in outside insurance activities and operates Marach Financial Management, which includes non-variable life insurance writing and tax preparation services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Yuliya Kuznetsova is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities since 2020, following roles at JPMorgan Chase Bank, N.A., Devon Bank, and Fresh Farms. 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 within a non-discretionary advisory program.

Erick De La Cruz is a financial advisor at Morgan Stanley in Barrington, IL, holding a Series 66 designation. He began his career at Morgan Stanley in 2025. Prior to this role, his work experience includes positions at Coro Enterprises LLC The Red Lion, Exmoor Country Club, and Target Corporation. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients. The firm offers tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

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.

Andrew Beierwaltes is a financial advisor with Equitable Advisors in Arlington Heights, IL, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Equitable Advisors since 1999, including time when the firm operated as Axa Advisors. Outside of his advisory role, he serves as a deacon at St. John Brebeuf Parish and is involved in local church leadership and fundraising activities. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, plans, corporations, and institutions, utilizing a range of advisory programs and third-party asset managers.