Evelyn Elena Gasher is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 20 years of experience in the financial services industry. She has been with Merrill Lynch for 14 years, where she focuses on helping individuals and families gain clarity and confidence in their financial decisions. Evelyn specializes in working with women navigating major life transitions, including career changes, family shifts, and periods of loss, utilizing a thoughtful and steady approach that prioritizes listening and understanding clients' unique priorities and goals. Evelyn holds a Bachelor’s degree in Business Administration with a concentration in Finance from Eastern Michigan University. She has earned several professional credentials, including the Chartered Retirement Planning Counselor (CRPC), Certified Divorce Financial Analyst (CDFA), and Personal Investment Advisor (PIA) designations. Earlier in her career, she gained diverse experience at various investment firms, including managing an institutional fixed income portfolio, which informs her disciplined and risk-aware approach to long-term financial strategy. Outside of her professional role, Evelyn is a mother and stepmother to five children and enjoys spending time with her family and their micro mini Goldendoodle. She pursues interests such as sewing, creative projects, home improvement, and volunteering in her community. Evelyn is involved with organizations like the Bataille Academie of the Danse in Barrington, Illinois, and the Chicago Botanic Gardens.

Monte Luzadder is a financial advisor at Ameriprise in Chicago, IL, holding a Series 66 designation with 27 years of industry experience. He has been with Ameriprise and its affiliates since 1999. Outside of his advisory role, Luzadder serves as president, secretary, and treasurer of ETNOM Ltd, a consulting business, and is secretary on the board of directors for the Colonial Center of Glenview Condo Association. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset thresholds, delivering non-discretionary, research-driven recommendations in partnership with its financial advisors. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Andrew Didier is Vice President and Wealth Planner at Fidelity Investments. He has been with Fidelity since 2015, progressing through roles including Financial Consultant and Vice President, Financial Consultant before assuming his current position in 2024. Prior to joining Fidelity, he worked at Charles Schwab & Co. Inc., serving as Associate Financial Consultant and Senior Specialist-High Net Worth Representative from 2008 to 2015. With over 18 years of experience working with clients in various financial situations, Andrew focuses on financial planning tailored to individual goals. His professional background encompasses advisory roles aimed at helping clients navigate their financial strategies and objectives. Outside of his professional career, Andrew enjoys activities such as attending concerts, going to the beach, hiking, listening to music, football, and parenthood.

Gavin Virtue is a financial advisor with RBC Capital Markets in New York, NY. He holds the Series 66 designation and has been with RBC Capital Markets since 2023. Prior to that, he worked at CUNA Mutual Group and has experience in both academic and community settings. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers.

Debra Ferguson is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses. Prior to joining Morgan Stanley in 2019, she worked at Barrington 220 from 2018 to 2019. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by firm-approved tools and does not provide individual security recommendations in its standalone planning services.

Annette Rumas is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at UBS Financial Services since 2014, with a brief gap in 2021. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Elijah Rothschild is a financial advisor with Morgan Stanley in Deerfield, IL, holding a Series 66 designation and three years of industry experience. He has worked within Morgan Stanley and FTI Consulting and has held roles at Indiana University. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Vishal Bhuta is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has over 10 years of experience in the financial services industry, having worked as a Financial Advisor at Morgan Stanley from 2013 to 2023 and as a Wealth Relationship Manager at Citi Personal Wealth Management from 2023 to 2025. Vishal specializes in providing financial planning services tailored to clients' individual goals and priorities. He emphasizes listening and understanding clients' needs to build trust and lasting relationships, aiming to bring confidence and peace of mind to their financial journeys. Outside of his professional work, Vishal has personal interests that include cars, comedy, food, movies, and parenthood.

Maurice Griffin is a financial advisor at Stifel with 40 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Stifel Nicolaus & Co. Inc. since 2014. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipalities, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning.

John Messerschmidt is a financial advisor with Thrivent Investment Management in Barrington, IL, holding a Series 66 designation and 17 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering both one-time and ongoing planning relationships covering topics such as retirement, income tax, estate, and special needs planning. The firm uses holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping planning and account management separate.

Mark Haussermann is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 15 years of experience, primarily focused on corporate retirement plans. Since joining Merrill in 2003, he has developed a corporate retirement plan practice aimed at delivering tailored financial strategies for both plan sponsors and participants. His advisory approach emphasizes fiduciary responsibility and personalized wealth management, working closely with clients to address their specific goals and challenges. Mark holds several professional designations, including Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's Degree from Colgate University. His expertise spans areas such as corporate benefits, executive services, employee financial health, retirement income strategies, and divorce transition planning. Outside of his professional role, Mark participates in community volunteer activities aligned with Merrill's tradition of community involvement. His personal interests include cooking, golfing, music, tennis, and spending time with his family.

Kenneth Lerner is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 66 and Series 63 licenses and has worked at firms including Feltheimer Cohn & Associates, Ameriprise Financial Services LLC, and Fidelity Brokerage Services LLC. Prior to his financial services career, he spent over a decade at GK Medical Management. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a systematic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios for intermediary platforms.

Michael Taylor is a Series 66-licensed financial advisor with Morgan Stanley in Barrington, IL, where he has worked since 2010. He has 19 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Lisa James Pope is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she directs a team in providing advisory and investment management services. With over two decades of experience, she specializes in designing customized global financial strategies for affluent individuals, families, and senior executives. Lisa holds the Portfolio Manager title and certification to offer Alternative Investments, enabling her to manage discretionary portfolios that may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. Lisa holds a Bachelor's Degree in International Business and Marketing from Howard University and a Master's Degree in Finance, International Business, and Marketing from Loyola University Chicago. Her financial services career began after serving ten years in the US Army. She is registered with FINRA and licensed to engage in the business of insurance. Lisa also earned professional designations as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Beyond her professional work, Lisa is involved in various community and professional organizations such as the Alpha Kappa Alpha Sorority Incorporated, the DuSable Museum of African American History, the Eta Creative Arts Foundation, and The Link Incorporated. Her personal interests include interior decorating, music, painting, photography, and yoga.

Evelyn Berthold is a financial advisor with Ameriprise in Schaumburg, IL, holding Series 65 and Series 63 licenses and three years of industry experience. She previously worked at JP Morgan Chase for five years and Fifth Third Bank for twelve years. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Michael Ryder is a financial advisor with Edward Jones in Glenview, IL, holding a Series 66 designation and four years of industry experience. He has worked at Edward Jones since 2021 and previously held roles at Timothy O'Tooles and Levy Restaurants. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment solutions through a nationwide network of financial advisors and branch offices.

Bradley Cordes is a financial advisor with Wells Fargo Advisors in Highland Park, IL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Wells Fargo Advisors since 2019 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as an executor for an estate and is a notary public. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning options including retirement, education, and business-owner transition planning. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through personalized meetings and client letters.

Jeffrey Schankerman is a financial advisor at Equitable Advisors with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities, Inc. Outside of his advisor role, he is an independent agent involved in fixed insurance sales through his business, Infinity Strategic Partners, LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutional investors, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer and collaborates extensively with program sponsors and third-party managers to provide advisory and brokerage solutions.

Todd Bracy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with WELLS FARGO Advisors, LLC from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Daniel Iscra is a Wealth Management Advisor with over 25 years of experience in the financial services industry. He began his career at The Northern Trust Company in Chicago in 1988 and later earned his MBA from the University of Chicago Booth School of Business. In 2007, Daniel joined Merrill Lynch Wealth Management, where he focuses on helping clients achieve their financial goals through personalized wealth management strategies. Daniel’s expertise includes financial forecasting, budgeting, investment analysis, and socially responsible investing. He works closely with business owners and multi-generational families to assist in creating, preserving, and transferring wealth. He also supports non-profit organizations and families interested in aligning their investments with their values. His approach to wealth management involves collaboration with specialists in retirement planning, life insurance, trust and estate planning, and banking solutions offered through Bank of America NA. Additionally, Daniel partners with clients' CPAs and attorneys to ensure financial decisions align with their broader tax and estate plans. Daniel holds several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor’s degree from the University of Illinois System and a Master’s degree from the University of Chicago. Daniel resides in Crystal Lake with his wife and four sons and is actively involved in leadership roles within community organizations related to church, education, children’s activities, healthcare, and community development.