Kenneth Armbruster is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 12 years of industry experience. He previously worked at Voya Financial Advisors for five years before joining Cambridge in 2020. Armbruster serves as a board member of the Grand Lodge of AF&AM of Illinois and holds leadership roles with the Scottish Rite Valley of Chicago. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using various discretionary and non-discretionary strategies and proprietary model portfolios.

Vytas Balciunas is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at Merrill, Bank of America, and JPMorgan Chase Bank prior to his current role. 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 delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Daniel Dorger is a financial advisor with J.P. Morgan Securities in Wheaton, IL, holding Series 63 and Series 66 licenses and with 16 years of industry experience. He has been with J.P. Morgan in various capacities since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its investment process.

William Triantafel is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he is involved with NEX3 Communications, LLC, a private cable operator. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools, supported by research from its Global Investment Committee.

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.

Nicholas Terry is a financial advisor at LPL Enterprise with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including The Prudential Insurance Company of America, Pruco Securities LLC, and National Life Group. Outside of his advisory role, he serves as a board member for the Leavitt-Schiller Townhomes Association, where he is involved in budgeting and administrative oversight. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products on an integrated platform.

Timothy Poe is a financial advisor with Merrill in Westmont, IL, holding Series 63 and Series 66 credentials and has 24 years of industry experience. He has been with Merrill since 2011. Outside of his advisory role, he serves as the company secretary for DLB Group, Inc., an administrative services firm run by his spouse. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, and institutional fiduciaries. The firm offers model-based and discretionary investment strategies integrated within Bank of America’s platform.

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.

Mary Webb is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and 19 years of industry experience. She has been with Morgan Stanley since 2013, including 11 years at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and modeling techniques.

Luis Gonzalez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2006. 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. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Matthew Magnesen is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and 16 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery conversations and firm-approved tools, with an emphasis on advisory services rather than individual security 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.

Nora Hernandez is a financial advisor with Equitable Advisors in Oak Brook, IL, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to her advisory career, she operated Nora's Home Daycare for 19 years. She is also a member of the Elite Connection Circle networking group. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

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.

Ann Mariani Issel is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 36 years of industry experience. She has worked with LPL Financial since 2019 and previously held roles at Dorion-Gray Retirement Planning, Inc. and Securities America Advisors. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individual investors, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options supported by research and model portfolios.

Patricia Trombetta is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley since 2019, following a three-year tenure at UBS Financial Services Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that 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 uses structured planning tools and modeling techniques as part of its financial planning process.

Ajit Pant is a financial advisor with Mass Mutual Investors Services in Lisle, Illinois, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 19 years at Metlife Securities Inc. Outside of his advisory role, Pant is the founder and board member of the American Association of Engineers of Indian Origin, a nonprofit organization focused on educational, technological, and scientific interaction and networking opportunities. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring engagements as collaborative, annual relationships emphasizing goal analysis and broad investment strategy recommendations.

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.

Lukas Rekasius is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 licenses and having one year of industry experience. Prior to joining Morgan Stanley, he worked at several firms including W7S Brokerage Services, Western Southern Life, Globe Life, and Arthur J. Gallagher, and spent nine years in full-time education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services, utilizing firm-approved tools and models to support tailored client plans.