Kyle Sahli is a financial advisor with LPL Financial in Oak Brook, IL, holding a Series 66 credential and three years of industry experience. His background includes positions at Equitable Advisors, Northwestern Mutual, and Amazon Inc., as well as entrepreneurial experience with DeVries Landscape. 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 and model portfolio programs, supported by a large network of investment adviser representatives and advanced operational tools.

Paul Majauskas is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. His career includes roles at Citigroup Global Markets from 1993 to 2009 and at Morgan Stanley since 2009. Outside of his advisory work, he is involved in several private business ventures, including portable defibrillator technology and cattle breeding. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, delivering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process utilizing advanced modeling tools and offers services through both direct client relationships and corporate financial planning agreements.

Brianne Wolf is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. She has worked with multiple firms including Avantax Advisory Services and 1st Global Capital, and serves as Vice-President and Accounting Manager at Bill Hickey & Associates, Inc. Outside of her financial advisory work, she operates a direct sales business selling women's and children's clothing. Cetera Investment Advisers LLC is an SEC-registered firm offering services through a nationwide network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients with a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Marc Corigliano is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. His prior roles include positions at Fiducient Advisors LLC, Nuveen LLC, and Janus Henderson Investors. 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, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Michael Murphy is a financial advisor at LPL Financial with a Series 66 designation and 0 years of industry experience. His prior work includes roles in food and beverage and design industries. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Christopher Smith is a financial advisor with LPL Financial in Mokena, IL, holding a Series 66 designation and nine years of industry experience. He previously worked at Merrill, Bank of America, and Morgan Stanley. 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 services, including financial planning, model portfolio programs, and institutional platforms, supported by various investment strategies and operational tools.

David Raap is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Oak Brook, IL, and has five years of industry experience. His background includes roles at JPMorgan Chase Bank and Wells Fargo Advisors. Outside of his advisory work, Raap is involved in several business ventures, including ownership and partnership positions in non-investment-related companies such as R & C Group INC and DSR Services INC, where he manages operations and receives royalties from a sold franchise. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with a range of eligible investment strategies, supported by affiliates offering portfolio implementation and services.

Luke Brady is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2024. Prior to his financial services career, he held positions at Ecolab and Viskase. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and investment models.

Ryan Garrity is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 27 years of industry experience. He previously worked at World Equity Group for nine years before joining LPL Financial in 2021. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

David Duncan is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and 22 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2006 and previously at Mass Mutual Investors Services from 2004 to 2006. In addition to his advisory role, he is an independent insurance agent affiliated with ASH Brokerage and Penn Mutual. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm provides both discretionary and non-discretionary management through multiple platforms and access to unaffiliated third-party advisers, with a notable focus on proprietary model strategies under the Founders Gate Capital brand.

Robert Cox is a financial advisor at Morgan Stanley in Oak Brook, IL, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley, he worked at Charles Schwab and has experience in various roles including at the University of Dayton and Butler National Golf Club. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm focuses on tailored financial planning using structured discovery processes and planning tools, serving clients through direct and corporate financial planning agreements.

Emily Agresta is a CFP® with six years of experience in the financial industry. She currently works at Raymond James Financial Services Advisors, Inc. and has prior experience with Prosperity Capital Advisors, Innovation Partners LLC, and Hammer Financial Group. Agresta has also worked in academic and community roles, including at Purdue University Northwest and The Adventure Club. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice using risk profiling and modeling tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Jennifer Arquilla is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She previously worked at UBS Financial Services for nine years before joining Wells Fargo in 2018. Arquilla serves as a planning committee member for Women Who Advise in the Chicagoland area. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Bartosz Bak is a CFP® and holds a Series 66 designation with 22 years of industry experience. He has worked at Morgan Stanley since 2013, including 11 years with Morgan Stanley Private Bank, N.A. Outside his advisory role, he is involved with a private promissory note investment and has interests in power generation technologies and lending-related technology partnerships. Morgan Stanley Wealth Management provides a range of advisory services to individuals and institutional clients, emphasizing structured financial planning supported by firm-approved tools and a broad investment offering.

Kyle Klepsch is a financial advisor with Charles Schwab, holding a Series 66 designation and 20 years of industry experience. He has worked at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. since 2016. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and provides integrated brokerage, custody, and cash-sweep services.

Amy Berg is a financial advisor with Morgan Stanley in Oak Brook, Illinois, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory work, she owns an Etsy shop focused on retail and online sales. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and emphasizing client responsibility for plan implementation and updates.

Christopher Barnard is a financial advisor with UBS Financial Services in Hinsdale, IL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Painewebber Inc. for 26 years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets activities.

Ashley Finney is a financial advisor at Charles Schwab with 10 years of industry experience. Her prior roles include positions at Fidelity Investments, JP Morgan Securities LLC, and JP Morgan Chase Bank. Outside of advising, she is the owner and maker of The Red House Designs, creating and selling handmade designs at farmers markets and online. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a range of multi-asset model portfolios supported by centralized supervision and custodial services.

Aaron Wauters is the Resident Director at Merrill, where he leads a team dedicated to providing comprehensive financial services that encompass investments, liabilities, and cash management. His office is located in the Naperville/Lisle branch of Merrill. Aaron has been with Merrill since 2001, serving a diverse client base including corporate executives, pre-retirees, and retirees with a focus on 401(k) plans. He holds several professional designations including Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA®), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Aaron earned his Bachelor's degree from the University of Dubuque, where he also played football for four years. Prior to his career in finance, he served in the U.S. Marine Corps from 1997 to 2003 on both active and reserve duty. He has expertise in areas such as retirement income, family wealth management, small business strategies, and tax minimization. He takes a personal and proactive approach to assist clients in achieving their financial goals and maintaining customized retirement plan strategies. Outside of his professional work, Aaron is involved in his community as a board member of the Fox Valley Patriotic Organization and as the commissioner of the Geneva Baseball Organization. He resides in Geneva with his wife Mandy and their three sons. Aaron enjoys playing racquetball and golf, and he shares his home with the family’s Black Labrador, Maddux.

Ryan Carey is a Financial Consultant currently working at Fidelity Investments since 2022. In his role, he focuses on assessing clients' financial situations, collaborating with them to develop tailored financial plans, and implementing those plans while monitoring progress to ensure alignment with their goals. He has 19 years of experience in the financial services industry, having held various financial consultant and planning consultant positions. Prior to his current role, he worked at Fidelity Investments as a Planning Consultant from 2021 to 2022, at Merrill Edge as a Premier Life Services Relationship Consultant from 2018 to 2021, at LPL Financial as a Financial Consultant from 2016 to 2018, at World Equity Group as a Financial Consultant from 2014 to 2016, and at J.W. Cole Financial as a Financial Consultant from 2006 to 2014.