Andrew Messerschmidt is a financial advisor with Thrivent Investment Management in Barrington, IL. He holds a Series 66 designation and has one year of industry experience. Prior to joining Thrivent, he was employed at Valparaiso University and Barrington High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on a broad range of planning topics without portfolio management for institutional clients. The firm emphasizes holistic, goal-based analyses and offers a consolidated billing option combining planning and managed-account services while maintaining them as separate offerings.

Nicholas Kukawski is a financial advisor with Charles Schwab in Northbrook, IL, holding Series 63 and Series 65 designations and 15 years of industry experience. His prior roles include positions at TD Ameritrade, CitiGroup, BMO Harris Bank, and Fifth Third Bank. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios alongside centralized custody and order-routing services.

Trevor Thomas is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. He has previously worked at Aon Hewitt Financial Advisors and Equitable Advisors. In addition to his advisory role, he is involved with Baxter Credit Union. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a variety of investment strategies and operational tools.

Sergio Pedroza is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on managing new wealth, portfolio management services, and small business strategies. As a Merrill Financial Solutions Advisor, Sergio works closely with clients to understand their priorities and develop strategies to pursue their short-, mid-, and long-term financial goals. He provides resources for investing, retirement planning, unexpected savings, and access to Bank of America specialists for banking, credit, home financing, and small business solutions. Sergio holds a Bachelor's Degree from Northern Illinois University and has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is a bilingual fiduciary advisor fluent in English and Spanish, committed to offering ongoing advice and guidance as clients' needs evolve. Outside of his professional work, Sergio has personal interests in chess, soccer, and traveling. He emphasizes a client-centered approach, stating that he helps clients uncover what matters to them and their families to create financial strategies aligned with their goals.

Jennifer Eilers is a financial advisor with LPL Financial in Winnetka, IL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her prior roles include positions at BMO Harris Financial Advisors, Park Avenue Securities, Guardian Life Insurance, Robert W. Baird & Co., and Morgan Stanley. She took time as a stay-at-home mom between 2011 and 2018. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a large network of advisors with a range of discretionary and non-discretionary investment strategies.

Christopher Kolososki is a financial advisor at Stifel with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill and JP Morgan Securities LLC. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jameson Brinks is a financial advisor at Fisher Investments with seven years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Fidelity Investments and Fidelity Brokerage Services LLC. Early in his career, he was associated with New Holland Brewing Company. Fisher Investments serves a global clientele of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach managed by a five-member Investment Policy Committee and offers sub-advisory and retirement plan services to a diverse client base.

Philip Neznanov is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 21 years of industry experience. He has worked at J.P. Morgan Securities since 2012. Outside of his advisory role, he has been involved with the Holy Resurrection Orthodox Church and the Orthodox Christian Alumni Association. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Michael Morris is a Certified Financial Planner (CFP®) with 25 years of experience in the financial industry. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2018. Based in Highland Park, IL, Morris holds Series 63 and Series 65 licenses. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As part of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Paul Pavelski is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes roles at Landolt Securities, Inc. from 2005 to 2024 before joining Morgan Stanley’s Private Bank and Smith Barney divisions. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory and financial planning services supported by firm-approved tools and research, managing approximately $2.74 trillion in client assets.

Dru Martin is a financial advisor at Merrill in Buffalo Grove, IL, holding a Series 66 designation with one year of industry experience. He previously worked at Liggett Vector Brands for 13 years and has been with Bank of America and Merrill since 2025. Martin was also involved with Good Times USA LLC in 2025. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Brian Olson is a CFP® with 17 years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. He previously worked at Edward Jones for 15 years. Olson is also involved with Forte Financial Planning LLC, an entity related to his LPL business. 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 variety of investment programs, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

William Floyd is a financial advisor at Merrill with 21 years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. and Harris Investor Services, Inc. He serves as an advisory board member for the Glencoe Chamber of Commerce, a charitable organization focused on promoting local retail business in Glencoe, Illinois. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm’s investment approach includes multiple managed account strategies with oversight from its CIO and focuses on tax-efficient implementation alongside deep integration with Bank of America affiliates.

Susan Schwarm is a financial advisor with Ameriprise in Libertyville, IL, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of advising, she manages an LLC that holds commercial property used exclusively for conducting Ameriprise business. Ameriprise provides retirement-income planning services targeted at clients approaching or in retirement who meet specific asset thresholds, combining research and modeling with tax-efficient strategies. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional provider.

Kolleen Zbilski is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and 19 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Kerry Schwarcz is a Series 66 licensed financial advisor at J.P. Morgan Securities with 25 years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, Schwarcz spent a decade at UBS. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Frederic Hoffman III is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 42 years of industry experience. He has been affiliated with Cambridge Investment Research Advisors and related entities since 2003 and has been involved with Associated Pension Services, Inc. since 1988. Outside of his financial advisory work, he serves as a head and assistant coach for youth sports teams in Arlington Heights, IL. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management approaches and multiple custody and platform arrangements.

Jeffrey Gundrum is a financial advisor with Equitable Advisors in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Equitable Advisors since 1999, following his work at Axa Advisors, LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and various advisory programs.

Mark Kendall is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. He has been with Ameriprise since 2009, working across both Ameriprise Financial Services, Inc. and LLC entities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and dependable income sources. The firm employs a centralized team to develop personalized retirement recommendations that collaborate with advisors for non-discretionary implementation.

Steven Esposito is a financial advisor at Wells Fargo Advisors with Series 63 and Series 65 credentials and 42 years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC for 13 years before joining Wells Fargo Advisors in 2022. Outside of his advisory role, he is involved in asset management through Yellowstone Asset Management, LLC, where he dedicates substantial time. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory recommendations with other financial products and services.