Peter Van Houten is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2017, with prior experience at Merrill and other firms. 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, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Lindsey Davis serves as Vice President and Branch Leader at Fidelity Investments, a position she has held since 2024. In this role, she leads, manages, and coaches a team of financial professionals who work closely with clients to develop comprehensive financial plans tailored to their goals. Since joining Fidelity in 2015, Lindsey has progressed through various roles including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant. Her experience encompasses client relationship management and investment consulting, contributing to her expertise in delivering personalized financial solutions. Additional information regarding education, credentials, personal interests, or community involvement has not been provided.

Morgan Hensel is a Series 66-licensed financial advisor at Ameriprise with three years of industry experience. Prior to joining Ameriprise, Hensel held various roles including positions at Bethel University and multiple leadership development centers. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income service uses a centralized team to deliver customized Recommendation Reports supported by proprietary research and third-party data.

Kelly Karecki is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its financial planning process.

Timothy Matta is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. He previously worked for SRI Systems Research Inc for 19 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Kenneth Molnar is a financial advisor at Fidelity with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Southwest Securities and Invex, LLC. He has also held a role at Communitech Outposts. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic model portfolios and manages sub-advisers while maintaining oversight and conflict-of-interest controls.

Kevin Rosenberg serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in providing financial guidance in areas such as corporate equity and compensation plans, trust and estate planning strategies, tax-efficient investing, personal retirement planning, and business liquidity management. His approach focuses on simplifying complex financial concepts to help clients achieve the best possible future with their available resources. Kevin holds several professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned his Bachelor's Degree from the University of Iowa. In addition to his professional work, Kevin is actively involved in community organizations. He serves as the Assistant Treasurer for the Union League Boys and Girls Clubs in Chicago and volunteers with the Special Olympics of Illinois. He also supports the Juvenile Diabetes Research Foundation. His personal interests include music, basketball, biking, boating, hiking, racquetball, reading, spending time with family, traveling, and writing.

Joshua Lopez is a Series 66 licensed financial advisor at J.P. Morgan Securities with three years of industry experience. Prior to joining J.P. Morgan Securities in 2026, he worked at Merrill and Bank of America from 2022 to 2026 and held other roles in financial services dating back to 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to deliver customized advice on a non-discretionary basis.

Sean Borchers is a financial advisor at Edward Jones in Cary, IL, with five years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Edward Jones in 2025, he worked at JP Morgan Chase and its affiliates for over a decade. Outside of his advisory work, he manages a music band called Wings of Severance, performing in the Chicagoland and Milwaukee areas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of thousands of advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bryan Luczkiw is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 11 years of industry experience. He has worked at Cetera and Cetera Financial Specialists LLC since 2015 and has provided tax and accounting services through CBC Tax & Accounting since 1997. Outside of advising, he owns a collectibles business on eBay and serves as treasurer for a nonprofit promoting lower Illinois tax initiatives. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management strategies, including model portfolios, third-party managers, and bespoke solutions, supported by ongoing supervision and client reviews.

Quinn Mc Inerney is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He has previously worked at Merrill and AXA Advisors, and serves as an adjunct professor at Harper College, teaching a class on preparing for the Securities Industry Essentials (SIE) exam. 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 institutions. The firm offers a variety of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across multiple asset classes.

Aaron Roehl is a Series 66-registered financial advisor with Merrill, where he has worked for 10 years. Prior to and concurrently with his advisory role, he was involved with Aircraft Training Services, LLC for 12 years. Outside of his advisory duties, he serves as a trustee for the R. W. K. 2022 Trust and holds multiple roles at Hope Lutheran Church, including board member and mutual ministry committee member. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jessica Mc Main is a financial advisor with Charles Schwab in Northbrook, IL, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. She has been with Charles Schwab 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 offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, delivering multi-asset model portfolios supported by research and due diligence on alternative investments.

Patrick Witte is a financial advisor at LPL Financial with eight years of industry experience. He has previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank, with additional experience at St. John's Lutheran Church and School. His credentials include Series 63 and Series 66 registrations. 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 services including financial planning, model portfolio programs, and access to third-party asset management, supported by both discretionary and non-discretionary strategies.

Adam Thompson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 15 years of industry experience. He has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2012. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Brian Sheppard is a Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2008 and holds the Chartered Retirement Planning Counselor (CRPC) designation earned through The College for Financial Planning Institutes Corp. Brian works alongside colleagues Dave and Svitlana to implement financial strategies focused on retirement planning and other client goals. Brian attended Barrington High School and pursued coursework at DePaul University, though no degree was conferred. He is also a Personal Investment Advisor (PIA) and contributes to The Sheppard Group, which was recognized on the 2024 Forbes "Best-in-State Wealth Management Teams" list. Based in Chicago’s Wicker Park neighborhood, Brian volunteers and fundraises to support local first responders, including running the Chicago Marathon for the Chicago Police Memorial Foundation. His personal interests include golf, martial arts, and reading literature on economics, philosophy, and science.

Gregory Kamp is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes roles at Allstate Financial Advisors LLC and Mass Mutual Investors Services. Outside of his advisory work, he serves as a trustee and executor for family trusts and estates. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

Evan Hoobchaak is a financial advisor with Ameriprise in Barrington, IL, holding a Series 66 credential and 22 years of industry experience. He has been with Ameriprise and its related entities since 2003. Outside of advising, he is the owner and president of Sisu Capital Inc., and is involved in strategic planning and sales for Palm Rat Golf, LLC, an apparel business. He is also an author. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement, focusing on clients with substantial investable assets. The firm combines research-driven modeling and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Perry Meyers is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and possessing 23 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017 and previously held roles at Fidelity Investments and Strategic Advisors, Inc. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain execution authority.

Kristy Ihle is a financial advisor with Equitable Advisors, holding a Series 66 license and three years of industry experience. Her work history includes multiple roles at Infinity Strategic Partners LLC and Equitable Advisors. Outside of financial advising, she has experience working in wellness and service industries, including Yoga Six and Elements Massage. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a range of proprietary and third-party investment solutions.