Hunter Sperling is a financial advisor at LPL Financial with a Series 66 designation and less than one year of industry experience. His prior experience includes roles at Raymond James Financial, Strive Asset Management, and The Heico Companies, as well as a four-year period at Hillsdale College. 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, supported by a large network of investment adviser representatives.

Patrick Nimrod is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He has been with Merrill since 1993, bringing extensive experience in financial planning and investment strategy. Patrick holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, awarded by the Certified Financial Planner Board of Standards, Inc., and also holds the Personal Investment Advisor (PIA) designation. Patrick’s areas of expertise include college education planning, family wealth management strategies, retirement income planning, legacy planning, individual and corporate investment strategies, tax minimization, and investment consulting for defined contribution plans. He earned a bachelor's degree in statistics from the University of Denver. Patrick currently resides in Glenview with his wife, Courtney, and their daughters Jameson, Maeve, and Fiona. Outside of his professional career, he enjoys fishing, gardening, hiking, running, skiing, swimming, traveling, and spending time with his family. He is also a member of the OLPH Men’s Club.

Anthony Peoples is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank, N.A. and JPMorgan Securities LLC since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Turner Carvin is a Financial Consultant at Fidelity Investments. In this role, he specializes in helping clients articulate their financial goals and develop personalized strategies to pursue them. He focuses on delivering tailored guidance that aligns with each client's unique circumstances, values, and aspirations. Turner has been with Fidelity Investments since 2019, progressing through roles including Customer Relationship Advocate, Workplace Planning Consultant, and Investment Consultant before becoming a Financial Consultant in 2024. His experience encompasses client relationship management and financial planning within the investment sector. Outside of his professional work, Turner engages in family activities and enjoys football, parenthood, and tennis.

Farrahlyn Vo is a financial advisor at Morgan Stanley in Deerfield, IL, with 25 years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at RBC Capital Markets and Oppenheimer. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques but generally acts in an advisory capacity without providing individual security recommendations in standalone planning.

Sarah Osborn is a Series 66-licensed financial advisor with Equitable Advisors, based in Deerfield, IL, and has one year of industry experience. Prior to joining Equitable Advisors, she worked for four years at Legacy Solar. Equitable Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs through both proprietary and third-party solutions.

Abby Stancik is a CFP® with 27 years of industry experience and is currently with Raymond James & Associates, where she has worked since 2026. She previously spent 17 years at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning and advisory services through various specialized programs and a broad range of portfolio management styles.

Brendan Watts is a financial advisor at Robert W. Baird & Co. with three years of industry experience. He holds a Series 66 designation and previously worked at Prescient and Lake Lawn Resort. Brendan’s career also includes time at the University of Notre Dame. The DDK Group at Robert W. Baird & Co. serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by internal research and technology including artificial intelligence.

Mark Harms is a Series 66-credentialed financial advisor with 11 years of industry experience, currently with LPL Financial since 2023. His prior roles include positions at Ameriprise Financial Services and Edward Jones. Outside of advising, he is an author. 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 institutions through a large network of investment adviser representatives. The firm offers a variety of financial planning and portfolio management options, supported by research and technology tools.

James Grieco is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Merrill, Bofa Securities, Inc., and Seaport Global Holdings LLC. Grieco is currently based in Evanston, IL. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund 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.

Dorothea Isaacson is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

James Morrissey is a financial advisor with Equitable Advisors in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors, LLC. Outside of advising, he serves as a game day uniform inspector for the National Football League and is involved in public speaking related to football. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations. The firm delivers its services through a broad network of Investment Adviser Representatives, offering a mix of proprietary and third-party investment programs without sponsoring its own wrap fee program.

Robert Siuty is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 23 years of industry experience. His career includes roles at TD Ameritrade Inc. from 2008 to 2022 and Charles Schwab since 2022, including Charles Schwab Bank beginning in 2023. Based in Northbrook, IL, he works within a firm that 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. Schwab combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by research and due diligence on alternative investments.

Gregory Corey is a financial advisor at Ameriprise with five years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2020. Prior to his current role, he spent 13 years at Medline Industries, Inc. He serves on the boards of Next Gen and the Loyola Academy Business Network. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions, utilizing a centralized team to deliver data-driven, non-discretionary retirement income recommendations.

Eulalia Turkowski is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 10 years of industry experience. She previously worked for Wayne Hummer Investments LLC for a decade before joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.

Mihaela Pruski is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds the Series 63 and Series 66 designations and has worked with J.P. Morgan since 2017. Outside of her advisory role, she is involved with CorePower Yoga. 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 an ESG eligibility framework in its investment approach.

Paul Peterson is a financial advisor at Fidelity with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Fidelity and its affiliates since 2001. Fidelity’s Strategic Advisers LLC serves a diverse client base including retail and institutional investors, providing investment management and advisory services that combine fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI tools in research, and its advisory roles to multiple registered investment companies.

Thomas Kret is a financial advisor at UBS Financial Services with 42 years of industry experience. He has been with UBS since 2007 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services.

Alix Krupa is a financial advisor at Morgan Stanley with 15 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support its advisory services.

Adam Fleishman is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, delivering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial plans.