Mauricio Currea is a financial advisor with LPL Financial in Gurnee, IL, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He previously worked for Wayne Hummer Investments for 12 years and has been involved with Primaso Management LLC since 2008. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Adam Zaremba is an Investment Consultant at Fidelity Investments, serving clients in the Highland Park area. He has been in the financial industry for eight years. Prior to his current role, Adam held positions as a Platinum Relationship Manager and Financial Consultant at E*Trade from 2020 to 2025, and as a Financial Solutions Advisor at Merrill Lynch from 2018 to 2020. His experience encompasses various facets of financial consulting and client relationship management. Outside of his professional work, Adam has interests in fitness, football, military service, movies, reading, and running.

Joseph Ullrich is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2019, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. His other business activities include fiduciary services. Ameriprise offers a retirement-income planning service focused on individuals near or in retirement who meet certain asset criteria, providing customized recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income advice, supported by algorithmic tools and oversight committees.

Michael Revord is a financial advisor with Edward Jones in Wauconda, IL, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in home remodeling and architectural firms. Edward Jones is a wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies, advisory services, and affiliated financial products through a large network of advisors and branch offices.

Laura Cohn is a financial advisor at Merrill with 16 years of industry experience. She holds Series 63 and Series 65 designations and has worked at several firms including JP Morgan Chase Bank, Citigroup, BMO Harris Bank, and LPL Financial. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Evan Lange is a CFA® charterholder and holds the Series 66 designation, with eight years of industry experience. He has worked at Edward Jones since 2017 and was previously employed by Ernst & Young from 2015 to 2017. Evan is based in Arlington Heights, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Joseph Mchugh Sr. is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2019. His prior experience includes a year at FSC Securities and nineteen years at Accenture, LLP. Outside of his advisory role, he is involved with McHugh & Riley Limited, a tax preparation and accounting firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, and institutional platforms, supported by a network of over 22,800 advisors.

Charles Noparstak is a CFP® professional affiliated with LPL Financial, based in Deerfield, IL, with 41 years of industry experience. He previously worked at Securities America, Inc. and Equitrust Financial Group, Ltd. for 29 years. Outside of his advisory role, he holds ownership in a business entity unrelated to investments and serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering financial planning, advisory, and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a broad platform that includes model portfolios, third-party asset management, and institutional solutions, combining technological tools with a diverse range of financial products.

John Bulgarelli is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs and JPMorgan Chase Bank, N.A. His background includes roles at Indiana University and involvement with KNA Enterprises, Inc. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a non-discretionary program that integrates quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework.

Mollie Jeschke is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. She previously worked at Wintrust Investments, LLC for 11 years before joining LPL Financial. 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 and institutional platforms, utilizing both proprietary research and third-party asset managers.

Allison Wiseman is a financial advisor at Morgan Stanley in Barrington, IL, holding Series 63 and Series 66 licenses with 10 years of industry experience. She previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank from 2012 to 2023. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in assets. The firm employs a structured planning process using approved tools and models but generally acts in an advisory capacity without providing individual security recommendations through standalone planning.

Uguumur Tsogtbaatar is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience. He has worked at Merrill since 2017 and at Bank of America, N.A. since 2021. Outside of his advisory role, he is a co-owner of a family rental property. Merrill, along 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 a range of client types including individuals, high-net-worth clients, and organizations.

Daniel Feldstein is a financial advisor at LPL Financial with 25 years of industry experience. He holds the CFP® and ChFC® designations and has worked at LPL Financial since 2019. His prior experience includes roles at Harris Investor Services, Harrisdirect LLC, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a large network of advisers, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Joseph Carroll is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and 20 years of industry experience. He has been with Cambridge since 2008. Outside of his advisory role, he serves as president of CJX Consulting, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing various portfolio management and model-based solutions tailored to client objectives.

Jack Blomstrand is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Mass Mutual, he worked in various roles including positions at Aldi, Tagkast, Inc., and Ascent Nutrition. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software and collaborative planning processes to deliver written recommendations tailored to client goals.

Bruce Sturgeon is a financial advisor with Ameriprise in Glenview, IL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Ameriprise since 2018 and was previously with Wayne Hummer Investments for nine years. Ameriprise offers a retirement-income planning service focused on individuals near or in retirement with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a centralized consulting team and combines research, modeling, and tax analysis to deliver tailored retirement income plans.

Philipp Weisskopf is a financial advisor at Morgan Stanley with 28 years of industry experience. He has worked at Morgan Stanley since 2009 and is currently affiliated with Morgan Stanley Private Bank, National Association. Weisskopf serves on the investment committee for Moriah Congregation, assisting the board with evaluating the appropriateness of the JUF endowment portfolio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by a structured discovery process and advanced modeling tools.

Brian Terwilliger is a financial advisor at Edward Jones with 28 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Fidelity Investments and IHT Wealth Management. He is a member of the Schaumburg Business Association, participating in networking and volunteer meetings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Margaret Fox is a financial advisor at Merrill with 28 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Merrill in various capacities since 1974. Outside of her advisory work, she serves as a trustee for a family trust. Merrill, along 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, and institutional accounts.

Saad Alhiti is a financial advisor with Edward Jones in Northbrook, IL, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018, following positions at DePaul University and TCF Bank. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors and $1.01 trillion in assets under management.