Martin Anderson is a financial advisor with Charles Schwab in Northbrook, IL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at Charles Schwab since 1997 and was self-employed from 2007 to 2020. Outside of his advisory role, he is a member of LPR Investment LLC, a real estate venture. 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 affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and alternative investment offerings.

Griffin Lehet is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill and Bank of America in 2026, his work history includes roles at Shamrock Trading Corporation and various positions outside the financial sector. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mason Mackenzie is a Series 66 licensed financial advisor at Morgan Stanley with two years of industry experience. His prior roles include positions at Indiana University and William Blair. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning processes and firm-approved tools but does not provide individual security recommendations as part of its standalone planning program.

Leland Werner is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2018. Prior to his financial advisory career, Werner spent five years at Wickstrom Auto Group. Outside of finance, he owns and operates Werner Motorsports, where he manages operations and serves as a racing driver and head driving instructor. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering tailored financial planning and consulting services supported by extensive research and a variety of portfolio management strategies.

Carmel Kelleher is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. She has worked at Wells Fargo Clearing since 2021 and previously spent eight years with UBS Financial Services Inc. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Adam Solano Jr. is a financial advisor with Mass Mutual Investors Services in Grayslake, IL, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with Mass Mutual Investors Services since 1999 and has worked with MassMutual Life Insurance Company since 1993. Outside of his advisory role, he is an author of nonfiction works, engages in public speaking, and is a candidate for Avon Township Trustee. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars using firm-approved analytical tools to deliver tailored recommendations.

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.

Michael Oxman is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank since 2015. Oxman also serves as a trustee for a trust based in Chicago. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and advanced modeling tools, and it serves clients both directly and through corporate financial planning agreements.

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.

Ronald Idler is a financial advisor with Morgan Stanley in Deerfield, IL, holding a Series 66 designation and 28 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as a trustee for an estate. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and offers services that include structured planning processes supported by firm-approved tools and various investment strategies.

Delanie Vinzant is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Vinzant held positions at Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, Vinzant has been involved with community organizations such as the Congressional Hunger Center and educational programs like Trio Upward Bound at Northwest Missouri State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing registered investment companies and developing model portfolios for Fidelity Institutional Wealth Adviser.

Tarek Esseraidi is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials and seven years of industry experience. His career includes roles at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and BNP Paribas. 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 other institutions through a large network of investment adviser representatives. The firm offers a range of investment solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Patrick Vaccaro is a financial advisor at Morgan Stanley with 23 years of industry experience. He has held positions at Morgan Stanley since 2020 and previously worked at UBS Financial Services for 13 years. His credentials include Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Manfred Hegwer Jr. is a financial advisor with LPL Financial in Northbrook, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include significant tenures at Morgan Stanley Private Bank and UBS Financial Services. In addition to his advisory work, he is a commissioned notary public. 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 other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, supported by tools like machine learning for research and operational purposes.

Thomas Slowinski is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 66 and Series 63 licenses and has been with J.P. Morgan in various capacities since 2009. Outside of his financial career, Slowinski is a general partner at Papi Legusta, LLC, a musical composition, recording, and live performance enterprise. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Brandon Blazer is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He has held positions at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. He holds a Series 66 designation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services tailored to plan objectives and risk tolerances. The firm’s approach is IPS-driven and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Dustin Mahler is a financial advisor at Charles Schwab with 20 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2006. 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. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by its Center for Financial Research.

Michael Senft is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at J.P. Morgan Securities LLC, JPMorgan Chase Bank, and The Vanguard Group. 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. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers centralized supervisory, custody, and order-routing services.

Preston Poore is a ChFC® credentialed financial advisor with 13 years of industry experience, currently affiliated with Morgan Stanley in Deerfield, IL. He has worked at Morgan Stanley and its Private Bank since 2019, and prior to that was with Bank of America and Merrill from 2014 to 2019. Morgan Stanley Wealth Management offers a range of advisory programs for individual and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both individual and corporate financial planning services.