Brett Schaibley is a Series 66-licensed financial advisor at Edward Jones in Frankfort, IL, with 10 years of industry experience, all of which has been at Edward Jones since 2016. 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, operating under a fiduciary standard, and is notable for its extensive nationwide network of advisors and branch offices.

David Morales is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and has previously worked at BMO Harris Financial Advisors and Merrill. Morales is also the owner of Mila Mores Group, Inc., a business unrelated to investment advisory. 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 financial planning and investment management services supported by proprietary and third-party strategies across various asset classes.

Luis Gonzalez is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, alongside his tenure at JPMorgan Chase Bank, N.A. since 2006. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary, written asset allocation advice and customized performance reporting. The firm’s advisory approach combines quantitative and qualitative research to build model asset allocations and incorporates an ESG eligibility framework in its recommendations.

Derek West is a Financial Consultant currently working at Fidelity Investments since 2023. He specializes in collaborating with clients and their families to develop unique financial plans that address their current and future needs. Prior to his current role, Derek gained experience as a Wealth Management Banker at U.S. Bank from 2017 to 2023. His professional background includes working directly with clients to help them pursue their financial goals. Outside of his professional career, Derek enjoys engaging in activities such as baseball, camping, football, golf, and spending time with friends at social events.

Steven Swanson is a CFP® professional with 26 years of industry experience. He has worked at LPL Financial since 2016, following roles at J.P. Morgan Securities and Chase Investment Services Corp. Outside of his advisory work, he is involved with Exceptional Properties Unlimited, a real estate rental business. 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.

John Reyes is a Financial Consultant at Fidelity Investments, a role he has held since 2026. In this capacity, he collaborates closely with clients to align financial and retirement goals, integrating various aspects of their personal and financial situations to support their life objectives. Prior to his current position, John held several roles at Fidelity Investments, including Investment Consultant (2025-2026), Relationship Manager (2024-2025), and Workplace Planning Associate (2023-2024). His professional experience also includes working as an Equity Derivatives Trader from 2022 to 2023 and serving as a Bilingual Senior Benefits Consultant at GoHealth from 2021 to 2022. Outside of his professional career, John engages in family activities, fitness, golf, playing musical instruments, and outdoor adventures.

Timothy Clark is a CFP® with 24 years of industry experience, currently affiliated with Cetera. He has held roles at Avantax Insurance Agency and Avantax Investment Services, and he owns Clarkfs, Inc., a tax preparation business serving individuals, trusts, and estates. Clark also operates Kathryn Humecki & Associates, LLC, a financial services firm. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options and a broad network of over 10,000 advisors.

Nikolaos Doulas is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2018. Prior to that, he was employed at Arthur J. Gallagher and operated two businesses, NikMarr, Inc. and Four G’s, for multiple years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to deliver customized asset allocation advice and performance reporting, with clients retaining final decision-making authority.

Daniel Faretta Jr. is a Series 66-licensed financial advisor with nine years of industry experience. He has worked at Edward Jones since 2017 and previously at Capital Commodity Investments from 2011 to 2017. Outside of advising, he serves as an assistant paddle tennis instructor at Medina Country Club and is a member of the Darien Rotary 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 strategies including managed solutions and separately managed accounts, and maintains a large national network of financial advisors and branch offices.

Kevin Troke is a financial advisor with Primerica Advisors in Burr Ridge, IL, holding a Series 66 designation and 27 years of industry experience. He has worked at Sykora & Company, LLC, PFS Investments Inc, and Primerica Financial Services since the early 2000s. In addition to his advisory role, he is a Certified Public Accountant involved in attestation services and tax accounting, and he also participates in the sale of home security and automation products through affiliates of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by unaffiliated asset managers. The firm operates at scale with approximately 3,700 financial advisors and $15.5 billion in assets under management.

Kenneth Schuyler is a financial advisor at Osaic with 18 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Osaic in 2024, he held roles at Securities America Advisors, Choice Advisors, and B. Riley Wealth Advisors, among others. Schuyler also engages in community education, having spoken on financial responsibility topics at local colleges and maintains a financial education website, FinancialFitness101.org. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies alongside a wide range of investment programs.

Brian Carlisle is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked at Woodbury Financial Services for 14 years before joining Osaic in 2024. In addition to his advisory role, Carlisle operates a sole proprietorship focusing on marketing fixed insurance and fixed annuity products. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, with a range of programs that include comprehensive financial planning and third-party money manager options.

Newlin Wollaston is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also works with JPMorgan Chase Bank, N.A. outside the advisory role. Wollaston is also involved with Mt. Carmel Children of God Baptist Church. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process includes asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Aleatha Wilson is a financial advisor at Cetera with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including Northwestern Mutual and operates several consulting and advisory businesses. Wilson is the founder and director of Club Blue Wealth, a nonprofit focused on coordinating industry experts and educational content. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various investment program options and manages over $256 billion in assets through a nationwide network of more than 10,000 advisors.

Steven Sterchele is a financial advisor with Ameriprise in Orland Park, IL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Ameriprise since 2009, including its predecessor entities, and continues to serve clients through the firm. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, delivering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory expertise with a broad range of brokerage and insurance solutions through its affiliated companies.

Jill Maybaum Hart is a financial advisor with Morgan Stanley in Orland Park, IL, holding Series 63, 65, and 66 credentials and 25 years of industry experience. Her prior roles include positions at PFS Investments Inc., Dowling Legacy, E*TRADE Securities LLC, Primerica Financial Services, Invesco Advisers, Inc., and Van Kampen Advisors Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and research, managing approximately $2.74 trillion in client assets.

Elizabeth Vella is a financial advisor at Equitable Advisors with 28 years of industry experience. She holds Series 65 and Series 63 designations and has worked at firms including Christian Brothers Investment Services, Inc. and Foreside Financial Services, LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives. The firm emphasizes matching clients to program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Van Robin Jonker is a financial advisor with Cetera, holding the PFS™ designation and Series 63 and 65 licenses, with 32 years of industry experience. He has worked with Cetera since 1993 and serves as president of Capital Wealth Management Inc. Outside of advisory work, he is managing partner of Jonker & Associates, a CPA firm, and president of the Lighthouse Pointe Homeowners Association. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Christopher Janyk is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on providing tailored wealth management strategies that aim to grow, preserve, and transfer wealth based on each client's unique needs. Christopher works closely with individuals and businesses to develop investment products and strategies designed to meet their financial goals while minimizing risk and maximizing tax efficiency. His areas of expertise include college education planning, divorce transition planning, family wealth management strategies, legacy planning, and retirement planning, among others. Christopher begins his client relationships with in-depth conversations to thoroughly understand their background and financial situation, utilizing the resources at Merrill Lynch to design and monitor individualized financial plans. When necessary, he collaborates with firm specialists to address all aspects relevant to clients' families and businesses. Christopher holds a Personal Investment Advisor (PIA) designation. He earned his high school diploma from Mount Carmel High School and attended DePaul University without completing a degree. Outside of his professional role, he enjoys baseball, football, golfing, spending time with his family, and traveling.

Marc La Cien is a financial advisor with Edward Jones in Mokena, IL, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.