Calib Donnell is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 registrations and has 12 years of industry experience. Prior to his current role, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in non-variable insurance activities through a Prudential-sponsored insurance agency. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individual and high-net-worth investors, employer-sponsored retirement plans, and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research, third-party strategists, and TAMP sponsors, and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Matthew Fitzpatrick is a financial advisor at Morgan Stanley in Chicago, IL, with 12 years of industry experience. He has held roles at various Morgan Stanley entities since 2014, including Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. He holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved processes without offering individual security recommendations as part of standalone plans.

Bruce Butler is a financial advisor at Morgan Stanley in Chicago, IL, holding Series 63 and Series 65 licenses with 35 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning supported by structured discovery conversations and proprietary tools, managing approximately $2.74 trillion in client assets.

Brady Ruth is a financial advisor at Edelman Financial Engines with three years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors LLC. Prior to his advisory career, he was employed at Swenson's Drive Inns and has experience in educational settings. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary management services with an emphasis on diversified portfolios and long-term investment strategies.

Natalie Barraza is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 designations and has 13 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver customized asset allocation advice, investment manager searches, and performance reporting.

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.

Michael Megall is a financial advisor with LPL Financial in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC, spanning from 2000 to 2025. 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 financial planning and investment services through a large network of advisors and utilizes various advisory models, including third-party subadvisors and customized strategies.

John Piemonte is a financial advisor at Charles Schwab with 24 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has previously worked at firms including Bank of America, Merrill Lynch, and JP Morgan Chase. Charles Schwab serves a large client base, 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 offers a combination of non-discretionary and discretionary investment management utilizing multi-asset model portfolios and access to alternative investments through a centralized operational structure.

David Henry is a financial advisor with Thrivent Investment Management in Chicago, IL, holding a Series 66 designation and 17 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Henry retains a law license for personal use. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm provides holistic, goal-based financial planning and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping these services distinct.

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.

Steven Nakovich Jr. is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 65 licenses and 49 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is involved in an agricultural business through Deer Ridge Farms LLC, which leases farmland to an operator. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Steven Sabatini is a financial advisor at UBS Financial Services with a Series 66 designation and less than one year of industry experience. Prior to joining UBS, he held roles at PricewaterhouseCoopers LLP, Lululemon Athletica, PepsiCo, Inc., and the University of Illinois at Urbana Champaign. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management through a broad platform offering research, capital markets services, and proprietary asset allocation models.

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.

Dean Moya is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Morgan Stanley since 2009. Outside of his advisory role, he serves as a successor trustee in a trust-related capacity. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning services through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Jordan Hoerter is a financial advisor at RBC Capital Markets with six years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, where he was employed for seven years, and at Associated Bank for nine years. He holds the Series 66 designation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

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.

Jonathan Ruiz is a Financial Advisor with Merrill Lynch Wealth Management. He is bilingual and serves as a resource for general investing, retirement planning, and saving for unexpected events. He also provides access to Bank of America specialists for banking, credit, home financing, and small business solutions. Jonathan's expertise covers a range of client focus areas including education planning, employee benefits planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, small business strategies, and retirement income. He holds professional designations such as Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He graduated from the University of Illinois at Chicago with a Bachelor of Science in Finance. Outside of his professional work, Jonathan has personal interests in baseball, basketball, football, soccer, and traveling.

Nicholas Alvarado is a Vice President and Financial Consultant at Fidelity Investments. In his current role, he works closely with clients to understand their individual situations and provide specific investment recommendations aimed at improving their financial plans. Nicholas has been with Fidelity Investments since 2018. Prior to this, he served as a Vice President Financial Solutions Advisor at Bank of America, Merrill Lynch from 2015 to 2018, and began his career as a Financial Advisor at Edward Jones Investments from 2014 to 2015.

Noah Westerman is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation with five years of industry experience. His prior work includes roles at Consumers Meat Packing Co and Southern Glazers, as well as a four-year period at the University of Missouri. Westerman has been with Morgan Stanley since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee to deliver advisory services.