Bradley Peterson is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and bringing eight years of industry experience. He has been with Morgan Stanley since 2016, including his current role at Morgan Stanley Private Bank, N.A. since 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide array of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process relies on structured discovery conversations and firm-approved tools, and it offers both retail and institutional solutions alongside additional services such as private funds and principal trading.

Melinda Camardella is a financial advisor at Equitable Advisors with two years of industry experience. She holds the Series 66 designation and previously worked at Edward Elmhurst Health. Outside of finance, she is an acupuncturist, owning Return to One Acupuncture and working as an independent contractor at Momentum Health Center; she has also served on boards related to acupuncture in Illinois. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, institutional clients, and charitable organizations. The firm offers a range of advisory programs delivered through a network of representatives and emphasizes matching clients to program models or discretionary managers, utilizing both proprietary and third-party solutions.

John Thompson is the Senior Resident Director at Merrill, with professional experience dating back to 1985. He has served as a Senior Vice President and Wealth Management Advisor, specializing in providing financial strategies tailored to individual clients' goals and long-term growth. John leads a team that focuses on diverse and disciplined portfolio management, utilizing Model Portfolio Strategies to implement discretionary portfolio management on behalf of clients. John holds a Bachelor's Degree from Northern Illinois University and has earned professional designations including Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). His areas of expertise encompass college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, individual and corporate investment strategy, and tax minimization. He emphasizes helping clients understand and manage risk effectively across their financial portfolios. Residing in the Arlington Heights community with his family, John enjoys baseball, boxing, football, music, reading, running marathons, and spending time with his family. He values building long-term relationships with clients and providing clear, accessible guidance through different stages of their financial lives.

Andrew Minehart is a financial advisor with Edward Jones in Elgin, IL, holding CFP® and ChFC® designations and 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Outside of his advisory role, Minehart is president of Minehart Enterprises LLC, a rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies with affiliated capabilities such as trust services and securities-based lending.

Henry Moreno Alzate is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked as an independent solar broker and was involved in coaching soccer through the Wilmette Wings Soccer Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a widespread network of advisors and branch offices. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Andrew Tistle is a financial advisor at Raymond James Financial with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Raymond James in various capacities since 2000. Outside of his advisory role, he is co-owner and president of a non-investment related support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and utilizes analytical tools for risk profiling and outcome modeling.

Lyle Berkson is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2014. Outside of his advisory role, he is involved in a residential rental business. 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 institutional advisory operations with brokerage and investment management capabilities.

Kenneth Busch is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services, LLC. His prior experience includes roles at Edward Jones and several other firms. He has also been involved in independent insurance brokering, focusing on whole life insurance. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice centered on dependable income sources and tax-aware withdrawal strategies.

Christopher Iacullo is a financial advisor at Cetera with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Cetera since 2005. In addition to his advisory role, he owns and operates a CPA tax and accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors, offering a range of portfolio management and financial planning services.

Daniel Pantoja is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 designations and has worked across several J.P. Morgan entities since 2019, with prior roles including positions at TAO Hospitality Group, BHG/111 W Hubbard Partnership, and the Chicago Park District. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework. The firm’s advisory services are delivered on a non-discretionary basis by a select group of Wealth Advisors.

Faye Johnson is a financial advisor at Cetera with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ameriprise Financial and Ameriprise Financial Services, Inc. prior to joining Cetera. Cetera Investment Advisers LLC distributes its services through a large nationwide network of independent advisors and serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through various program structures and custodial relationships.

Richard Miller Jr is a financial advisor at Wells Fargo Advisors with 46 years of industry experience. His prior roles include positions at Prudential Equity Group, LLC and Wells Fargo Clearing. He is involved in entrepreneurial ventures related to wealth management and insurance through ownership in REM Wealth Management, LLC, Miller-Garcia Wealth Management, LLC, and Princeton Harriman Insurance Solutions. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include cash-flow, retirement, education, risk, and wealth-transfer planning. The firm utilizes Wells Fargo research and planning tools to develop tailored recommendations delivered through meetings and written summaries.

Richard Roeser is a financial advisor with Edward Jones in Palatine, IL, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and overlay services under a fiduciary standard.

David Gordon is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and 42 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2013 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is involved in several activities including coaching novice sports car drivers, serving on arbitration panels for FINRA and the Certified Financial Planner Board of Standards, teaching ethics at the Wharton School’s Certified Investment Management Analyst Program, contributing to the Journal of Financial Planning, and participating in yoga education and authorship. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning that leverages structured discovery processes and advanced modeling tools.

Emily Bedford is a financial advisor at RBC Capital Markets with seven years of industry experience. She holds a Series 66 designation and previously worked at Merrill for three years. Before her career in finance, she held positions at Dewey's Pizza and Walt Disney World. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s capital-markets resources and integrated financial services.

Katarzyna Rageb is a financial advisor with Edward Jones in Park Ridge, IL, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment advisory programs and affiliated products, managing approximately $1.01 trillion in assets under management.

John Corey is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 36 years of industry experience. He has been with Ameriprise since 2005, including its predecessor entities. Outside of his advisory role, he serves on the board of the Jason George Memorial Foundation. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with significant investable assets, providing tailored written Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation to support its advisory process and emphasizes a range of affiliated brokerage and insurance solutions.

Peter Maffiola is a Series 66 licensed financial advisor with Ameriprise Financial Services, bringing four years of industry experience. His prior work includes positions at Dearborn National and Bankers Life. He is based in Itasca, Illinois. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement income planning focused on income sources and tax-aware withdrawal strategies.

Joshua Cohen is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2013, following prior roles at Raymond James Financial and Raymond James Financial Services. Outside of his advisory role, he serves on the board of Maot Chitim, a charitable organization involved in volunteering and fundraising. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations by providing tailored portfolio management, financial planning, custody, and brokerage services. The firm utilizes a combination of in-house and third-party investment managers and offers a range of advisory programs designed to align with clients' risk profiles and investment preferences.

Sean Dwyer is a CFP®-designated financial advisor with Edward Jones, based in Lake Zurich, IL, and has 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his financial advisory role, he is involved in managing rental properties and serves as a manager of a real estate business entity. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary managed solutions, access to separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its large retail advisor and branch network, as well as affiliated capabilities beyond advisory services.