Edgar Wright is a financial advisor at LPL Financial with 14 years of industry experience. He holds a Series 66 designation and has previously worked at StoneX Advisors Inc., Morgan Stanley, and Edward Jones. Wright is also involved in a wealth and retirement planning business under EAW Wealth & Retirement Planning LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, supported by research and model portfolios from LPL Research and third-party subadvisors.

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 affiliated with LPL Financial, holding a Series 66 designation and bringing 15 years of industry experience. He has worked with BMO Harris Financial Advisors since 2014 and joined LPL Financial in 2021. Morales owns Mila Mores Group, Inc., a business unrelated to investment management. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers a variety of financial planning and advisory programs, utilizing discretionary and non-discretionary management, model portfolios, and technology-driven research solutions.

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, currently associated with LPL Financial since 2016. Based in Frankfort, IL, he holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in a real estate rental business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of financial planning and advisory programs, utilizing model portfolios and research to support diversified investment strategies.

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 with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as prior experience at Arthur J. Gallagher. He also has entrepreneurial experience through his involvement with NikMarr, Inc. and Four G's. 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 delivers these services through Wealth Advisors on a non-discretionary basis, combining large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

Delta Jones Walker is a financial advisor at OSAIC with 31 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Woodbury Financial Services, Inc. for 14 years. Outside of his advisory role, he serves on the boards of Community Health Net and the Howard University Alumni group in Northwest Indiana, participates on the Finance and Budget Committee of Links Incorporated, and chairs the Trustee Board of St. John Baptist Church. OSAIC serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and investment advisory services with a focus on asset allocation, risk tolerance, and portfolio construction using a wide range of investment products, supported by multiple advisory platforms and third-party solutions.

Kenneth Schuyler is a financial advisor with OSAIC in Frankfort, IL, holding the ChFC® designation and Series 63 license, with 18 years of industry experience. Prior to joining OSAIC in 2024, he worked at Securities America Advisors, Inc. and Securities America, Inc., among other firms. Outside of his advisory role, he has taken part in financial education by speaking at community colleges and Governors State University on topics such as financial responsibility and retirement savings, and he operates the financial resource website FinancialFitness101.org. OSAIC serves a diverse clientele including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. Through a large network of affiliated advisers, the firm provides brokerage and investment advisory services along with financial planning and managed account solutions using a range of asset-allocation tools and third-party platforms.

Brian Carlisle is a financial advisor with OSAIC in Frankfort, IL, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He previously worked at Woodbury Financial Services for 14 years before joining OSAIC in 2024. Carlisle also operates a sole proprietorship focused on marketing fixed insurance and fixed annuities. OSAIC serves a diverse clientele including retail and institutional investors, offering integrated brokerage and advisory services through a broad network of affiliated advisers. The firm employs asset-allocation tools and third-party platforms to construct and manage portfolios that can include a range of investment products tailored to client needs.

Michael Johnson is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked with various J.P. Morgan entities since 2015. Outside of finance, he previously operated MJ Photography of NWI LLC from 2009 to 2018. 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 in its investment approach.

Aleatha Wilson is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and seven years of industry experience. She has worked at Northwestern Mutual Wealth Management Company and currently leads Wilson Management & Consulting LLC as CEO. Wilson is also the founder and director of Club Bluue Wealth, a nonprofit organization focused on managing and coordinating financial education content and expert participation. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management, financial planning, and retirement services through a large network of independent advisors and multiple program structures.

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 possessing 24 years of industry experience. Her previous roles include positions at Invesco Advisers, Primerica Financial Services, E*TRADE Securities, and Dowling Legacy. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

David Ray is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cetera and Foresters Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services with discretionary and non-discretionary management options supported by research and model portfolios.

Dirk Brown is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His prior roles include positions at Cetera Advisors LLC, Hobson Financial Group, FIFTH THIRD SECURITIES, Inc., and Salva Developments. He is also involved with Lakeshore Indemnity Group, an insurance agency, and Listing Leaders NW, which provides mortgage and real estate services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by in-house and third-party research and technology.

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.