Travis Brown is a financial advisor with Edward Jones in Grayslake, IL, holding Series 63 and Series 66 licenses and having 20 years of industry experience. He has been with Edward Jones since 2013. 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 solutions supported by a nationwide network of more than 23,700 financial advisors.

David Nickow is a financial advisor at Raymond James & Associates with three years of industry experience. He holds a Series 66 designation and previously worked at Litera, Sun Branding Solutions, and Southern Graphic Systems. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

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.

Joshua Moorman is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 2020, he has collaborated with individuals, families, and small business owners to create and maintain comprehensive wealth management strategies and provide investment advice. His approach involves working closely with clients to understand their goals, objectives, and risk tolerance, enabling him to develop personalized strategies tailored to each unique situation, including advising small business owners on corporate retirement plans. Mr. Moorman has been active in the investment industry since 2014. He holds a Bachelor's Degree in political science and sociology from North Central College, earned in 2014, and holds the Personal Investment Advisor (PIA) designation. He resides in Mundelein, Illinois, with his wife Jacklyn and sons Nathan and Cameron. Outside of his professional work, Joshua Moorman is involved with Safe Families for Children. His personal interests include golfing, skiing, hiking, woodworking, traveling, and spending time with his family.

Jose Lopez Maldonado is a financial advisor with LPL Financial, holding a Series 66 credential and nine years of industry experience. He has worked at LPL Financial since 2021 and previously spent several years with BMO Harris Financial Advisors. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Daniel Halperin is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Securities, JPMorgan Chase Bank, Bank of America, and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including customized financial planning facilitated by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

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.

Nicholas Wallace is a financial advisor with Robert W. Baird & Co. in Winnetka, IL, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with Robert W. Baird since 2007. The DDK Group, where Wallace works, is part of Baird’s Private Wealth Management department and serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies along with internal research and tools, including artificial intelligence, in its advisory process.

Alona Komar is an advisor at LPL Financial with Series 63 and Series 65 credentials. She has been in the financial industry since 2022, including experience at BMO Bank N.A. before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Karen Anderson is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has previously served on the Allendale Women's Board for six years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a non-discretionary Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Julia Dominguez is a financial advisor at J.P. Morgan Securities in Winnetka, IL, holding Series 66 and Series 63 licenses with three years of industry experience. Her work history includes roles at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A., as well as prior employment outside the financial industry. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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®-certified financial advisor with 25 years of industry experience, currently with J.P. Morgan Securities. She has been with J.P. Morgan Securities since 2012 and also has a long tenure at JPMorgan Chase Bank, N.A. from 2001 to the present. Her prior experience includes managing The Sheedy Family Living Trust. 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 institutional advisory services with brokerage, distribution, and investment management capabilities.

Svitlana Sheppard is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been active in the financial services industry since 2003, beginning her career with Merrill in 2010. Svitlana works closely with high-net-worth clients as part of The Sheppard Group, contributing to the delivery of a broad range of wealth management services and strategies. She holds a Bachelor of Science degree in Finance with a minor in Economics from Northeastern Illinois University, graduating summa cum laude. Svitlana also possesses several professional designations, including Chartered Retirement Planning Counselor™ (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Originally from Ukraine, Svitlana is fluent in Ukrainian, Russian, and English. She engages with the community through involvement with Better Money Habits in partnership with Khan Academy and the Chicago Public Library Foundation Associate Council. Outside of work, she resides in Chicago with her husband and enjoys biking, cooking, hiking, running, skiing, traveling, and yoga.

Bradley Weiss is a financial advisor with Equitable Advisors in Deerfield, IL, holding a Series 66 designation and five years of industry experience. He has been with Equitable Advisors since 2021 and also has a longstanding affiliation with Daniel Asher dating back to 2006. Weiss serves as a director and board member for Makom Solel Lakeside and is involved in managing family trusts and household operations. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory programs and third-party asset managers to implement personalized investment strategies.

Zachary Harveth is a financial advisor with Stifel, holding a Series 66 designation and 11 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously held roles at Morgan Stanley and Morgan Stanley Private Bank, N.A. from 2014 to 2019. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment methodology developed by its Investment Strategy Group.

Bruce Abrams is a financial advisor with Cetera in Deerfield, IL, holding Series 65 and Series 63 credentials and 19 years of industry experience. He has been with Cetera since 2006 and is also president of Abrams & Steinberg, P.C., a CPA firm. Additionally, he serves as treasurer of the Briarcrest Homeowners Association board. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network. The firm offers a range of portfolio management and financial planning services across multiple program structures, including access to affiliated and third-party managers.

Casey Torrey is a financial advisor at Edward Jones in Round Lake, IL, holding the ChFC® and Series 66 designations with 14 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Torrey is the owner and singer of a local band called Acousticats. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, with a nationwide network of advisors and branch offices, managing approximately $1.01 trillion in assets under management.

Adam Weiss is a financial advisor with LPL Financial in Northbrook, Illinois, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Waterstone Financial Group, Inc. from 2005 to 2009. Weiss also manages a third-party administration business, The Weiss Group, Inc. (dba TWG Benefits, Inc.). LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers diverse investment strategies, including model portfolios and third-party asset management, supported by technology and a broad range of financial products.

Brian Schnell is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. His prior roles include positions at Northern Trust Bank, Bank of America, Merrill, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services alongside broader investment and brokerage capabilities.