Matthew Ramos is a Financial Consultant currently based in the Deer Park office. He partners with individuals and families to develop financial plans tailored to their personal definitions of success. With a career spanning over 20 years in the industry, Matthew collaborates with clients to co-create financial roadmaps that leverage a wide range of resources and services. Matthew's professional experience includes roles as a Financial Consultant at Fidelity Investments since 2022, Financial Advisor at Tranel Financial Services in 2022, Senior Financial Consultant at TD Ameritrade from 2018 to 2021, Producing Branch Manager and Financial Consultant at Scottrade between 2014 and 2018, Financial Consultant at TD Ameritrade from 2006 to 2014, Personal Finance Specialist at Hewitt Associates from 2005 to 2006, and Licensed Sales Assistant at Comerica Securities from 1995 to 1996. Outside of his professional work, Matthew has interests in cars, cooking and baking, family activities, fitness, social events with friends, and motorcycles.

Darell Hughes James is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with individuals, families, and business owners to help them pursue their financial goals through personalized wealth management strategies. Leveraging the resources of Merrill and Bank of America, he provides guidance in wealth planning, retirement strategies, investment management, and risk management. Darell holds a Bachelor's Degree from Northern Illinois University and holds the designation of Personal Investment Advisor (PIA). His approach emphasizes understanding what matters most to clients and assisting them in making informed decisions with confidence. His client focus areas include family wealth management strategies, managing new wealth, and retirement income. Outside of his professional role, Darell enjoys dancing, music, and soccer.

Ronald Idler is a financial advisor with Morgan Stanley in Deerfield, IL, holding a Series 66 designation and 28 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as a trustee for an estate. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and offers services that include structured planning processes supported by firm-approved tools and various investment strategies.

Delanie Vinzant is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Vinzant held positions at Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, Vinzant has been involved with community organizations such as the Congressional Hunger Center and educational programs like Trio Upward Bound at Northwest Missouri State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing registered investment companies and developing model portfolios for Fidelity Institutional Wealth Adviser.

Tarek Esseraidi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, and BNP Paribas. He is based in Libertyville, IL. 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 variety of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across multiple asset classes.

Patrick Vaccaro is a financial advisor at Morgan Stanley with 23 years of industry experience. He has held positions at Morgan Stanley since 2020 and previously worked at UBS Financial Services for 13 years. His credentials include Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety 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 supported by advanced modeling tools.

Manfred Hegwer Jr. is a financial advisor with LPL Financial in Northbrook, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include significant tenures at Morgan Stanley Private Bank and UBS Financial Services. In addition to his advisory work, he is a commissioned notary public. 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 other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, supported by tools like machine learning for research and operational purposes.

Thomas Slowinski 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 various J.P. Morgan entities since 2009. Outside of his financial career, he is a general partner at Papi Legusta, LLC, a musical composition, recording, and live performance business. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a quantitative asset-allocation approach paired with centralized due diligence and an ESG framework.

Brandon Blazer is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He has held positions at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. He holds a Series 66 designation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services tailored to plan objectives and risk tolerances. The firm’s approach is IPS-driven and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Dustin Mahler is a financial advisor at Charles Schwab with 20 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2006. Charles Schwab & Co., Inc. 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. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by its Center for Financial Research.

Michael Senft is a financial advisor with Charles Schwab holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Schwab, he worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank N.A., and The Vanguard Group. He is based in Winnetka, Illinois. Charles Schwab & Co., Inc. 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. The firm provides a blend of non-discretionary advisory relationships alongside access to discretionary separately managed accounts, using multi-asset model portfolios and a comprehensive investment research platform.

Preston Poore is a ChFC® credentialed financial advisor with 13 years of industry experience, currently affiliated with Morgan Stanley in Deerfield, IL. He has worked at Morgan Stanley and its Private Bank since 2019, and prior to that was with Bank of America and Merrill from 2014 to 2019. Morgan Stanley Wealth Management offers a range of advisory programs for individual and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both individual and corporate financial planning services.

Travis Brown is a financial advisor with Edward Jones in Grayslake, IL, holding Series 63 and Series 66 licenses and having 20 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Robert Rounsfull is a financial advisor at Cetera with 19 years of industry experience and holds the PFS™ and Series 66 designations. His prior experience includes roles at Avantax Investment Services, Avantax Advisory Services, avantax Insurance Services, 1st Global Advisors, and 1st Global Capital Corp. He is president of Rounsfull Financial Group and has led Rounsfull & Associates, Ltd. since 1989. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers multiple portfolio management options through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management and a national network of more than 10,000 advisors.

David Nickow is a financial advisor at Raymond James & Associates with three years of industry experience. He holds a Series 66 designation and previously worked at Litera, Sun Branding Solutions, and Southern Graphic Systems. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Anthony Bianchi Sr. is a financial advisor at Thrivent Investment Management with 20 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, he serves as a board member for Lake County Crime Stoppers, an anonymous crime tip line. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning on topics such as retirement, tax, estate, and special needs but does not include implementation of recommendations as part of the service.

Lauren Burge is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2025, she worked at Wintrust Investments, LLC for six years and has experience in home staging and furniture rental businesses. 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 broad range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, with a focus on combining technology and extensive non-advisory financial services.

Joshua Moorman is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 2020, he has collaborated with individuals, families, and small business owners to create and maintain comprehensive wealth management strategies and provide investment advice. His approach involves working closely with clients to understand their goals, objectives, and risk tolerance, enabling him to develop personalized strategies tailored to each unique situation, including advising small business owners on corporate retirement plans. Mr. Moorman has been active in the investment industry since 2014. He holds a Bachelor's Degree in political science and sociology from North Central College, earned in 2014, and holds the Personal Investment Advisor (PIA) designation. He resides in Mundelein, Illinois, with his wife Jacklyn and sons Nathan and Cameron. Outside of his professional work, Joshua Moorman is involved with Safe Families for Children. His personal interests include golfing, skiing, hiking, woodworking, traveling, and spending time with his family.

Jose Lopez Maldonado is a financial advisor with LPL Financial, holding a Series 66 credential and nine years of industry experience. He has worked at LPL Financial since 2021 and previously spent several years with BMO Harris Financial Advisors. 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, model portfolio programs, and institutional platforms.

Daniel Halperin is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Securities, JPMorgan Chase Bank, Bank of America, and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including customized financial planning facilitated by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.