John Spillane is a financial advisor with UBS Financial Services in Oakbrook Terrace, IL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Prudential Equity Group. He also serves as an instructor at the University of Illinois Chicago and Oakton Community College, teaching basic investment classes outside of market hours. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored investment strategies.

Mathew Puthenveetil is a financial advisor at Wells Fargo Clearing with one year of industry experience and a Series 66 designation. Prior to joining Wells Fargo, he worked at Glenwood Dental Care P.C. and held positions at Benedictine University, Community Hospital, and the University of South Florida. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Daniel Armstrong is a Wealth Management Advisor and Senior Portfolio Manager with Merrill Lynch Wealth Management, where he has served clients since 1987. He focuses his practice on family wealth management strategies, personal retirement planning, philanthropic planning, special needs planning strategies, and tax minimization. Dan works closely with clients and their families to develop personalized financial strategies, drawing on his ability to translate complex financial matters into clear, actionable plans. He emphasizes a family service model and supports multiple generations, including families with special needs children. Dan holds several professional designations, including Certified Private Wealth Advisor (CPWA), Chartered Special Needs Consultant (ChSNC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor of Science degree in Business Administration from the University of South Dakota. As a Senior Portfolio Manager, he manages discretionary personalized and defined investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment options. Outside of his professional work, Dan enjoys boating, baseball, and cooking. He has competed over 20 times in the Chicago-to-Mackinac sailboat race on Lake Michigan. Dan and his wife reside in Lemont, Illinois, where they follow their teenage son’s travel baseball activities.

Gerardo Silva is a Financial Consultant currently working at Fidelity Investments since 2021. He has experience in providing tailored financial plans to clients and their families, focusing on wealth growth, preservation, and distribution. Prior to his current role, Gerardo worked as a Financial Advisor at Edward Jones from 2018 to 2021. He collaborates with a team of professionals to support clients throughout their financial planning process. Outside of his professional work, Gerardo has personal interests that include the beach, cars, pets, soccer, and traveling.

Ashley Edgeworth is a financial advisor with Equitable Advisors in Oak Brook, IL. She holds Series 65 and Series 63 licenses and has been with Equitable Advisors since 2026. Prior to joining the firm, her background includes roles in retail and hospitality. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Margret Schrant is a CFP®-certified financial advisor with 31 years of industry experience. She has been with Raymond James & Associates since 2019 and previously worked at Wells Fargo Clearing and Merrill. Outside of her advisory roles, she has been involved with Meadow Brook Farm for over 17 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and government entities, offering financial planning and consulting services with a range of portfolio management styles and affiliated research resources.

James Ferguson II is a financial advisor with Morgan Stanley in Orland Park, IL, holding a Series 66 designation and one year of industry experience. His background includes roles at Morgan Stanley Private Bank, The University of Alabama, NXT Capital, and Gibsons Restaurant Group. Outside of finance, he has experience connected to the hospitality industry through these positions. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, employing structured financial planning tools and firm-approved processes. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Aivilis Wibbeler is a Financial Consultant at Fidelity Investments, a position held since 2023. In this role, Aivilis partners with clients to understand their financial goals and collaborates with them to build customized plans tailored to their unique situations. Clients benefit from Fidelity's trusted reputation, advanced technology, and cost-efficient investment platform. Aivilis is committed to developing long-lasting relationships with clients, focusing on aligning financial strategies with individual needs. Outside of work, Aivilis enjoys cooking and baking, as well as participating in family activities.

Andrew Mau is a CFP® with 14 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2020. His prior experience includes roles at Voya Financial Advisors and Lionheart Financial LTD. He is a board member of a networking group, BNI Power Referral Partners. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm supports discretionary and non-discretionary management across multiple platforms and provides proprietary model strategies under the Founders Gate Capital brand.

Richard Krooswyk is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining LPL Financial in 2021, he worked for 18 years with Waddell & Reed, Inc. and various insurance carriers associated with W & R Insurance Agencies. His other business activities include involvement in non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions through a large network of advisors, offering financial planning, asset management programs, and institutional platforms.

Matthew Lantz is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 21 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Blackrock Investments, Inc. for 19 years. 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 advisory and brokerage services, including financial planning and third-party asset management, supported by extensive operational tools and a large network of advisors.

Trevor Heide is a financial advisor with RBC Capital Markets in Palos Heights, IL, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at City National Bank and BMO Investment Distributors prior to his current role. Outside of his advisory work, Trevor serves on the board of the homeowners association for his condominium and is a junior board member of PAWS Chicago, a nonprofit animal shelter where he participates in fundraising and volunteering. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual and institutional investors, offering tailored advisory programs with discretionary and non-discretionary portfolio management, financial planning, and custody services. The firm integrates both in-house and third-party investment managers and provides options for tax management, responsible investing, and alternative investments.

William Seibold is a financial advisor with Wells Fargo Advisors in Oak Brook, IL, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Wells Fargo Advisors since 2017, following a year at Wells Fargo Clearing. Seibold is also a co-owner of Seibold Wealth Management Inc., a separate investment-related practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations and offers a variety of specialized planning services to clients meeting certain net-worth criteria.

Joshua Morris is a financial advisor at Equitable Advisors with Series 63 and Series 65 licenses and no prior industry experience. His background includes roles in education and construction, including positions at Calumet College of St. Joseph and MBP Construction. Equitable Advisors serves a range of clients from individuals to institutional entities, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and partnerships with third-party asset managers.

Daniel Lewis is a financial advisor at Cetera with 10 years of industry experience. He holds the Series 66 designation and has worked with Cetera and its affiliated entities since 2016. Lewis also has experience with First Merchants Investment Services LLC dating back to 2014. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, model portfolios, third-party managers, and customized strategies.

Michelle Derkowski is a financial advisor at Morgan Stanley with 31 years of industry experience. She has held positions at Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets and UBS Financial Services. Her credentials include Series 63, Series 65, and Series 66 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by proprietary tools and modeling techniques.

Michael Kimmey is a financial advisor with Equitable Advisors in Orland Park, IL, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Equitable Advisors since 2003 and previously affiliated with Axa Advisors, LLC. Outside of his advisory role, he owns and operates Michael Kimmey and Associates, Inc., providing bookkeeping, accounting, and tax preparation services. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a variety of third-party advisory programs and asset managers, focusing on matching clients with appropriate investment strategies and fiduciary services.

Kyle Spayth is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies tailored to their individual goals, emphasizing transparency and straightforward communication in managing complex financial topics. Kyle focuses on building thoughtful, personal plans rather than using templates, aiming to support clients' current needs and long-term visions. His areas of expertise include college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Kyle holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Kyle earned a Bachelor's Degree from Purdue University System. In his personal time, he enjoys adventure sports, boating, camping, cooking, gardening, music, reading, spending time with his family, traveling, and yoga.

Daniel Schipitsch is a financial advisor at Merrill with 20 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2001. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Michael Puleo is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and utilizing methodologies such as Monte Carlo simulations to model outcomes.