Thomas Bechtel is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Chase Bank, J.P. Morgan Securities, and Charles Schwab. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a wide network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management supported by proprietary and third-party research.

Kathy Holtze is a financial advisor at Edward Jones in Wheaton, IL, with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Anthony Pelegrino is a financial advisor with Primerica Advisors in Lombard, IL, holding Series 63 and Series 65 licenses and over 21 years of industry experience. He has been with Primerica Advisors since 2003 and has served as an officer and director of Impact Ministries DBA Impact Church since 2017. His background also includes involvement with Good Shepherd Lutheran Academy and Village Square Condominium. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited discretionary separately managed account options to individual and high-net-worth clients within a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, with a focus on percentage-based tiered wrap fees and ongoing oversight of potential conflicts.

Jonathan Vance is a CFP® professional with 22 years of industry experience. He currently works at J.P. Morgan Securities and JP Morgan Chase Bank, N.A., where he has been employed since 2012 and 2018, respectively. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm employs quantitative asset-allocation modeling combined with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Paul Desruisseaux is a CFP®-certified financial advisor at Equitable Advisors with six years of industry experience. Prior to joining Equitable Advisors in 2025, he worked at Edward Jones for six years and Primerica for two years. In addition to his advisory role, he serves as an adjunct math professor at the College of DuPage and reviews scholarship applications for the CFP Board. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through program sponsors and endorsed third-party managers, offering advisory and brokerage solutions with a mix of discretionary and non-discretionary asset management.

Ronald Pryer is a Series 66-registered financial advisor at Edward Jones with 12 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 manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Matt Estkowski is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. He holds the Series 66 designation and has worked in various roles within Wells Fargo, including Wells Fargo Clearing from 2016 to 2024. Based in Oakbrook, IL, he joined Wells Fargo Advisors in 2015 and rejoined the firm in 2024. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, using proprietary research and planning tools to develop tailored recommendations across diverse planning areas.

Hayde Antonio is a Financial Consultant at Fidelity Investments, a position held since 2020. In this role, Hayde works closely with clients to develop personalized financial plans tailored to their unique needs, utilizing Fidelity's technology and resources. Prior to joining Fidelity, Hayde gained extensive experience as a Private Client Banker at JP Morgan Chase from 2007 to 2020. This background provided a strong foundation in client relationship management and financial services. Outside of work, Hayde engages in various personal interests including family activities, gardening, music, traveling, and volunteering.

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.

John Abrams is a financial advisor with Wells Fargo Clearing, holding the ChFC® and Series 66 designations and bringing 28 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 and has been with Wells Fargo Clearing since 2016. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support investment decisions.

Joseph Book is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Woodbury Financial, LPL Financial, Itasca Bank, and Money Concepts Capital Corp. Outside of his advisory role, he owns a disc jockey and musical entertainment business. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and access to various investment platforms to manage portfolios on discretionary or non-discretionary bases.

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.

Matthew Krajniak is a CFP® with 20 years of industry experience, currently advising clients at LPL Financial since 2021. His prior experience includes roles at Focus Financial, Royal Alliance Associates, and Waddell & Reed, Inc. He has been active in the Leads Organization of Downers Grove Executives for over a decade and owns a non-investment-related business, Midwest Motoring. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, supported by research, model portfolios, and various investment management options.

Terrence Porro is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Woodbury Financial Services, Inc. for 14 years. In addition to his advisory role, he sells traditional life insurance products and holds an ownership interest in a sole proprietorship. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services with a variety of portfolio management options and third-party solutions.

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.

Robert Castanares is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities for 11 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management and various model portfolio strategies.

Jose Gallego is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Woodbury Financial Services and Questar Asset Management. Outside of advisory work, he is involved as a soccer referee for the Naperville Park District. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and advisory services. The firm employs asset-allocation tools, risk-tolerance assessments, and efficient-frontier analysis to construct portfolios that include a range of securities and alternative investments.

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 at Merrill with 24 years of industry experience and holds Series 63 and Series 66 registrations. He has been with Merrill since 2011. Outside of his advisory role, he serves as company secretary for DLB Group, Inc., an administrative services contractor related to a marketing firm led by his spouse. 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 offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Vito Partipilo is a financial advisor with LPL Financial in Addison, IL, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at LPL Financial since 2021 and at BMO Harris Financial Advisors since 2016. Outside of his advisory role, he holds a part-time position with Merieux NutriScience - BioFortis starting in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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, including discretionary and non-discretionary management, supported by research and technology tools.