Vadim Tashlitsky is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. He has worked at Edward Jones since 2024 and has prior experience with HPAC and Lake Forest College. Outside of his advisory role, he coaches age group swimming for the Highland Park Aquatic Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Nicholas Wallace is a financial advisor with Robert W. Baird & Co. in Winnetka, IL, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with Robert W. Baird since 2007. The DDK Group, where Wallace works, is part of Baird’s Private Wealth Management department and serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies along with internal research and tools, including artificial intelligence, in its advisory process.

Alona Komar is an advisor at LPL Financial with Series 63 and Series 65 credentials. She has been in the financial industry since 2022, including experience at BMO Bank N.A. before joining LPL Financial. 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, model portfolios, third-party asset management, and institutional platforms.

Karen Anderson is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has previously served on the Allendale Women's Board for six years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a non-discretionary Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Julia Dominguez is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and three years of industry experience. She has worked at J.P. Morgan Securities since 2022 and was previously employed at JPMorgan Chase Bank, N.A. from 2020, and prior to that, at Angry Crab from 2018 to 2020. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers services on a non-discretionary basis.

Erick De La Cruz is a financial advisor at Morgan Stanley in Barrington, IL, holding a Series 66 designation. He began his career at Morgan Stanley in 2025. Prior to this role, his work experience includes positions at Coro Enterprises LLC The Red Lion, Exmoor Country Club, and Target Corporation. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients. The firm offers tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Melanie Sheedy is a CFP®-certified financial advisor with 25 years of industry experience, currently with J.P. Morgan Securities. She has been with J.P. Morgan Securities since 2012 and also has a long tenure at JPMorgan Chase Bank, N.A. from 2001 to the present. Her prior experience includes managing The Sheedy Family Living Trust. 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 institutional advisory services with brokerage, distribution, and investment management capabilities.

Svitlana Sheppard is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been active in the financial services industry since 2003, beginning her career with Merrill in 2010. Svitlana works closely with high-net-worth clients as part of The Sheppard Group, contributing to the delivery of a broad range of wealth management services and strategies. She holds a Bachelor of Science degree in Finance with a minor in Economics from Northeastern Illinois University, graduating summa cum laude. Svitlana also possesses several professional designations, including Chartered Retirement Planning Counselor™ (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Originally from Ukraine, Svitlana is fluent in Ukrainian, Russian, and English. She engages with the community through involvement with Better Money Habits in partnership with Khan Academy and the Chicago Public Library Foundation Associate Council. Outside of work, she resides in Chicago with her husband and enjoys biking, cooking, hiking, running, skiing, traveling, and yoga.

Bradley Weiss is a financial advisor with Equitable Advisors in Deerfield, IL, holding a Series 66 designation and five years of industry experience. He has been with Equitable Advisors since 2021 and also has a longstanding affiliation with Daniel Asher dating back to 2006. Weiss serves as a director and board member for Makom Solel Lakeside and is involved in managing family trusts and household operations. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory programs and third-party asset managers to implement personalized investment strategies.

Zachary Harveth is a financial advisor with Stifel, holding a Series 66 designation and 11 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously held roles at Morgan Stanley and Morgan Stanley Private Bank, N.A. from 2014 to 2019. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment methodology developed by its Investment Strategy Group.

Bruce Abrams is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Cetera since 2006. Abrams is also president of Abrams & Steinberg, P.C., a CPA firm, and serves as treasurer for the Briarcrest Homeowners Association in Buffalo Grove, IL. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and consulting services, supporting both discretionary and non-discretionary accounts.

Casey Torrey is a financial advisor at Edward Jones in Round Lake, IL, holding the ChFC® and Series 66 designations with 14 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Torrey is the owner and singer of a local band called Acousticats. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, with a nationwide network of advisors and branch offices, managing approximately $1.01 trillion in assets under management.

Adam Weiss is a financial advisor with LPL Financial in Northbrook, Illinois, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Waterstone Financial Group, Inc. from 2005 to 2009. Weiss also manages a third-party administration business, The Weiss Group, Inc. (dba TWG Benefits, Inc.). LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers diverse investment strategies, including model portfolios and third-party asset management, supported by technology and a broad range of financial products.

Brian Schnell is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. His prior roles include positions at Northern Trust Bank, Bank of America, Merrill, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services alongside broader investment and brokerage capabilities.

Ben Nelson is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 66 designation and previously worked at UBS Private Wealth and Exemplar Financial Network. 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 and applying an ESG eligibility framework in its recommendations.

Jeffery Brin is a financial advisor with J.P. Morgan Securities in Glenview, IL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2004. 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 broker-dealer and investment adviser registrations, delivering non-discretionary recommendations supported by centralized due diligence and ESG eligibility processes.

Stephen Bergman is a CFA® charterholder with five years of industry experience. He is currently a wealth advisor at J.P. Morgan Securities and has previously worked at Fifth Third Private Bank, Fiducient Advisors LLC, and several other firms. 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 and an ESG eligibility framework to recommend approved funds and strategies.

Sean Snowden is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He previously worked at Securities America Advisors, Inc. for seven years and operates W&D Consulting LLC, an independent consulting business he has managed since 1999. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions. The firm provides a broad range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

Blake Levit serves as a Financial Advisor at Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their personal values and financial goals, helping to develop tailored investment strategies. He also provides access to banking and lending services through Bank of America. Blake holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Illinois System. He communicates with clients in both English and Spanish.

Omar Hamid is a financial advisor at Charles Schwab with eight years of industry experience. He holds a Series 66 designation and has worked at several firms, including Ameriprise Financial Services, Republic Bank of Chicago, and MB Financial Bank. Hamid has been with Charles Schwab and Charles Schwab Bank since 2019. Charles Schwab & Co., Inc. serves a large client base of 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 offers a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and a comprehensive alternative investments program.