Adam Herakovich is a financial advisor with Fisher Investments, holding a Series 65 designation and over 22 years of industry experience. He worked at Morningstar Investment Services, Inc. for 21 years prior to joining Fisher Investments in 2026. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment approach that combines quantitative and qualitative research to construct globally diversified portfolios and manages risk through tax-aware strategies and defensive tactics.

Kimberley Milfred is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and bringing 22 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and previously worked at Morgan Stanley & Co. LLC from 2007 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range 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 that integrates approved tools and scenario modeling.

Derrick Manuel is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and previously worked at Northern Trust Bank and Invesco Advisers, Inc. Manuel is currently based in Deerfield, IL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by firm-approved tools and analyses, managing approximately $2.74 trillion in client assets.

Frank Pawlowski is a financial advisor with Primerica Advisors in Elmhurst, IL, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2000. Outside of his advisory role, he is a co-owner of HOLN, LLC, a solar power company based in Scottsdale, AZ. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure, providing portfolio management primarily focused on retail clients rather than institutional plans.

Steven Adams is a financial advisor with Ameriprise in Arlington Heights, IL, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its predecessor firm since 1992. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Nick Stavropoulos is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. Prior to joining LPL in 2025, he worked at Wintrust Investments LLC for six years, U.S. Bancorp Investments, Inc. for five years, and held roles at several other firms including Citizens Securities, PNC Wealth Management, Chase Investment Services Corp., Wells Fargo Clearing, and A. G. Edwards & Sons. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing 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 programs supported by research-driven tools and a broad institutional platform.

Dennis Mc Namee is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he develops personalized wealth management strategies tailored to align with each client’s unique financial picture and long-term goals. He provides access to investment insights from Merrill and integrates banking and lending solutions through Bank of America to support client needs. Dennis holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Illinois. He follows the Merrill tradition of community involvement and dedicates time to volunteer with local organizations. His approach emphasizes collaboration with clients to create flexible financial strategies that adapt to changing market conditions.

Christian Apostolov is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and previously worked in environmental services and home care. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, and serves as a commodity pool operator with formal advisory roles for multiple registered investment companies.

Anthony Segalla is a financial advisor with Edward Jones in Mount Prospect, IL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Edward Jones since 1998. Segalla is a retired member of the U.S. Air Force Reserves. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm offers a variety of advisory strategies and maintains a large network of financial advisors and branch offices nationwide.

Gail Crowley is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. She previously worked at Equitrust Financial Group, Ltd and Securities America, Inc. Crowley is also involved in a non-variable insurance business related to investment activities. 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 and access to model portfolios and third-party asset management.

Russell Wilson is a Series 66-registered financial advisor with 17 years of industry experience, currently with Cetera since 2025. He has prior experience at Avantax Advisory Services and 1st Global Advisors, and he is a partner at Porte Brown LLC, where he provides tax and accounting services. Wilson also serves on the Board of Directors for the Illinois CPA Society Peer Review Committee. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies.

Christopher Harris is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and possessing 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Negovetich Jr. is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 16 years of industry experience with prior roles at Thrivent Financial and its affiliates. Outside of his advisory work, he is the owner of a retail business specializing in guitar sales and restoration. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations, using firm-approved tools to deliver detailed, collaborative financial plans.

Jeffrey Smiejek is a financial advisor at Cetera with 18 years of industry experience and holds a Series 66 designation. He has held roles at Avantax Investment Services, Porte Brown Wealth Management, and 1st Global Advisors, among others. Outside of advising, he is a partner at Porte Brown LLC, where he manages staff and clients and leads the valuation and transition planning team. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with options including model portfolios, third-party managers, and bespoke strategies.

Nicholas Parker is a CFP® and Series 66-credentialed financial advisor with Edward Jones, based in Itasca, IL. He has 10 years of industry experience, all with Edward Jones since 2016. Outside of his advisory role, he manages a single-unit rental property in Chicago. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies, including discretionary and non-discretionary managed solutions, and operates under a fiduciary standard.

Connor Schomig is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Milliken & Company and Kiefer USA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Duane Luke is a financial advisor at Morgan Stanley with a Series 66 credential and over 30 years of industry experience. His prior work includes roles at Northern Trust, Discover Financial Services, and Capital One. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Wendy Rosen is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her career includes over 20 years at The Prudential Insurance Company of America and Pruco Securities, with additional experience dating back to 1989 at Marc Jacobson & Associates. She also engages as a broker of medical and fixed insurance products. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach primarily using third-party portfolio strategists and provides financial planning, consulting, and access to various asset managers and wrap programs.

Hannah Bruskin is a financial advisor with LPL Financial in Lake Forest, IL. She holds a Series 66 designation and began her advisory career in 2025. Prior to joining LPL Financial, she worked at Deloitte Consulting for three years. 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.

James Rammel is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds the Series 66 designation and has worked with Equitable Advisors since 2016, previously affiliated with AXA Advisors, LLC. Equitable Advisors serves individuals—including both non-high-net-worth and high-net-worth clients—as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives and third-party advisory platforms.