Jason Hersh is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at Wells Fargo Clearing since 2023 and was previously with Cetera and CETERA Financial Specialists LLC for over a decade. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu tailored to clients meeting net-worth thresholds, including specialized services such as business-owner transition and special-needs planning.

Adam Barncard is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and previously worked for Raymond James & Associates for 20 years before joining Morgan Stanley Smith Barney 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 financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates proprietary tools and modeling techniques.

Jennifer Fisher is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in creating personalized financial strategies tailored to the individual goals and circumstances of her clients. Her areas of expertise include college education planning, executive compensation, legacy planning, managing new wealth, personal retirement planning, portfolio management, socially responsible investing, women and wealth, tax minimization, and retirement income. Jennifer holds several professional designations including Chartered Alternative Investment Analyst (CAIA), Certified Divorce Financial Analyst (CDFA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA). She earned her Bachelor's Degree from Northwestern University and a Master of Business Administration (MBA) from the University of Chicago. Beyond her professional work, Jennifer is involved with several community organizations such as Bernie's Book Bank, Daniel Murphy Scholars, Glencoe Community Garden, Glencoe Junior Kindergarten Executive Board, Glencoe Parent Organization Board, National Council of Jewish Women Next Generation Board, and New Trier Parent Association Board. Her personal interests include boxing, cooking, reading, running, scrapbooking, scuba diving, spending time with her family, and traveling.

John Pettis is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 14 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been affiliated with JPMorgan Chase Bank, N.A. since 2011. 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. The firm employs an ESG eligibility framework and offers non-discretionary advisory services delivered by a select group of wealth advisors.

Christopher Eilers is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James & Associates since 2010. Outside of his advisory role, he serves on the boards of two nonprofits, including Camp One Step by Children’s Oncology Services and eAngel Community, where he holds various leadership and finance committee positions. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting through various programs, combining multiple portfolio management styles with research and model manager options.

David Dosik is a financial advisor at Cetera with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with firms including SCF Investment Advisors, Inc. and Mj Financial Advisors, which he owns. In addition to his advisory work, he is involved as a fixed insurance agent specializing in long-term care insurance, fixed annuities, and life insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing multiple program structures and a variety of third-party and affiliated investment managers.

Elizabeth Reinke is a financial advisor at Stifel with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Smith Barney and Citigroup Global Markets. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and allocation methodologies developed by its Investment Strategy Group.

Carol Passalaqua is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 credentials and having 33 years of industry experience. She has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following a tenure at Citigroup Global Markets beginning in 1995. Passalaqua serves on the executive board of the College of Lake County Foundation, where she has held roles including president and currently participates in finance and strategic planning committees. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, delivering tailored financial planning and managing approximately $2.74 trillion in client assets across various programs and specialties.

Anna Maria Fosteras is a CFP® and holds a Series 66 license with Morgan Stanley, where she has worked since 2013, including 11 years at Morgan Stanley Private Bank, N.A. She has 13 years of experience in the financial industry. In addition to her advisory role, she is involved in publishing through self-publishing and authorship activities outside of her financial career. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs with a focus on tailored financial planning and utilizes firm-approved tools and market simulations in its planning process.

Joseph Rosario is a CFP® professional with 10 years of industry experience. He is currently affiliated with Cetera and is the owner of Shoreline Financial Partners, where he provides financial services. His prior experience includes roles at Fidelity Investments, Allstate, and several other financial firms. Rosario also works as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors, utilizing multiple program structures and access to third-party money managers.

Ryan Paulsen is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2013. Outside of his advisory role, he is involved in individual life and group health insurance sales. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved tools and collaborative annual planning relationships.

Jaime Fredman is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides a broad range of brokerage and advisory solutions supported by research and analytics.

Anila Buja is a financial advisor with RBC Capital Markets holding a Series 66 designation and two years of industry experience. She has held roles at RBC Capital Markets since 2023 and has previous experience at Domino Amjet Inc and Lake Forest College, among other positions. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a mix of in-house and third-party managers, providing comprehensive portfolio management, financial planning, and brokerage services.

Leo Khorolinsky is a financial advisor with UBS Financial Services in Northbrook, IL, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with UBS since 2012. Outside of advising, he is involved in sports management as a personal manager and contract negotiator for fighters. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and leverages proprietary research and capital market assumptions to tailor client strategies.

Melanie Duguid is a CFP® professional with 19 years of experience in the financial services industry. She has worked with Cetera and its affiliated firms since 2007, including First Allied Advisory Services and Cetera ADVISORS LLC. Duguid serves as treasurer for the Tri-Con Community Nursery Center, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered advisor that supports a large nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporations, charitable clients, and institutional accounts.

Bruce Friedman is a financial advisor with LPL Financial in Lake Forest, IL, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Alera Investment Advisors, Triad Advisors, GCG Financial, Securian Financial Services, Minnesota Life Insurance, Banc of America Investment Services, and Northern Trust Securities. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and 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 extensive operational tools and a broad network of over 22,800 advisors.

Joan Winter is a financial advisor with Morgan Stanley in Barrington, Illinois, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has worked with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she is involved in photography through her proprietorship, PhotoJJenic, and as a partner in Julie Gockman Photography. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analyses developed by its Global Investment Committee.

Sharon Count is a financial advisor affiliated with LPL Financial in Northfield, IL, holding a Series 66 designation and bringing 14 years of industry experience. Prior to joining LPL Financial in 2021, she worked with Waddell & Reed, various insurance carriers, and operated her own entities including Count Consulting, LLC and Count Enterprises, LLC. She is also a notary public and involved with business entities focused on divorce financial planning and resolution. 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 and access to model portfolios and third-party asset management, supported by extensive operational and research tools.

Celeste Bailey is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and bringing 14 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. since 2015. Outside of her financial career, she works as a freelance soccer referee and is involved in teaching and mentoring through the Illinois Soccer Referee Committee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs. The firm’s financial planning approach uses structured discovery conversations and firm-approved tools to develop tailored plans, serving approximately $2.74 trillion in client assets.

David Herman serves as a Wealth Management Advisor with Merrill Lynch Wealth Management. Since beginning his career with Merrill in 1977, he has assisted clients in wealth and estate planning services as well as investments. His expertise encompasses college education planning, retirement income, portfolio management, tax minimization, and both individual and corporate investment strategy. Additionally, David is a qualified Portfolio Manager who provides discretionary management of personalized strategies that include individual stocks and bonds, model portfolios, and third-party investment strategies. David earned a Bachelor's degree from Lake Forest College in 1970. He holds several professional designations, including the CERTIFIED FINANCIAL PLANNER® (CFP) certification since 1980, and the Chartered Retirement Planning Counselor™ (CRPC) designation awarded by the College for Financial Planning Institutes Corp. He also holds the Personal Investment Advisor (PIA) designation. Committed to community involvement, David participates with the Wisconsin Department of Natural Resources. Outside of his professional role, his interests include camping, hunting, painting, photography, reading, traveling, and spending time with his family.