Luke Morris is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Fidelity Brokerage Services, Strategic Advisers, Inc., and Mission Wealth Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research supported by a centralized manager solutions team.

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.

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.

Manuel Ortiz is a financial advisor with LPL Financial based in Plainfield, IL, holding Series 65 and Series 63 credentials and having 13 years of industry experience. His career includes roles at BMO Harris Bank, U.S. Bank, JPMorgan Chase Bank, and JP Morgan Securities LLC. Outside of his advisory work, he owns and operates Manuel Ortiz Real Estate. 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 range of advisory and brokerage services through a large network of investment adviser representatives, utilizing various investment approaches including model portfolios, third-party subadvisors, and customized strategies.

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.

Timothy Caulfield is a financial advisor at Fidelity with Series 63 and Series 66 licenses and 41 years of industry experience. His prior roles include positions at Hilltop Securities Inc. and Mesirow Financial, Inc. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment products including mutual funds, ETFs, and fund-of-funds.

Jack Frost is a financial advisor at Ameriprise with 44 years of industry experience. He has been with Ameriprise and its predecessor firm since 1982. Outside of his advisory work, he serves on the Board of Directors for the South Side Muskie Hawks, a local chapter of Muskies, Inc., acting as Treasurer and Membership Chair. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

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.

Shawna Tutt is a Planning Consultant at Fidelity Investments, a role she has held since 2025. She has been with Fidelity Investments since 2022, previously serving as a Central Relationship Manager from 2023 to 2025 and as a Transition Services Specialist from 2022 to 2023. Prior to joining Fidelity, Shawna worked as a Private Client Banker at Chase Bank from 2020 to 2022. Shawna focuses on serving clients with patience, clarity, and genuine care, emphasizing what matters most to them. She aims to build trust and simplify each step of the financial planning process to make it approachable, supportive, and grounded in real connection. Outside of her professional work, Shawna enjoys comedy, cooking and baking, family activities, fitness, social events with friends, and music.

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.

Cynthia Wilson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 37 years of industry experience. She previously worked at Valic Financial Advisors and has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as the financial secretary for CHUMS Incorporated, managing records related to the organization's budget, membership dues, and scholarships. Wells Fargo Advisors is a national securities firm that offers investment advisory, financial planning, wrap-fee programs, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Sandra Mcclanahan is a financial advisor with Ameriprise in New Lenox, IL, holding a Series 66 designation and 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Outside of her advisory role, she serves as an adjunct faculty member at Lewis University and is involved with Scout Wealth Inc. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing written recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.