Henry Swan Jr. is a financial advisor with Equitable Advisors in Oak Brook, IL, holding Series 63 and Series 65 credentials and possessing 48 years of industry experience. He has been with Equitable Advisors since 2000 and previously worked with Axa Advisors, LLC for 20 years. Outside of his advisory role, he operates an outside insurance brokerage under the name Legacy Advisors. Equitable Advisors serves individuals across various wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and relies on a combination of firm-offered programs and third-party asset managers.

Erik Ford is a CFP® professional with 30 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior roles include positions at 1st Global Insurance Services, 1st Global Advisors, and 1st Global Capital Corp. He serves as a trustee/board member at Science and Arts Academy, a private school in Des Plaines, IL. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals using a variety of portfolio management approaches and platform arrangements.

Shawna Tutt is a Planning Consultant at Fidelity Investments, a role she has held since 2025. She has been with Fidelity Investments since 2022, previously serving as a Central Relationship Manager from 2023 to 2025 and as a Transition Services Specialist from 2022 to 2023. Prior to joining Fidelity, Shawna worked as a Private Client Banker at Chase Bank from 2020 to 2022. Shawna focuses on serving clients with patience, clarity, and genuine care, emphasizing what matters most to them. She aims to build trust and simplify each step of the financial planning process to make it approachable, supportive, and grounded in real connection. Outside of her professional work, Shawna enjoys comedy, cooking and baking, family activities, fitness, social events with friends, and music.

Stephen Schlau is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Morgan Stanley Wealth Management provides advisory and broker-dealer services to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment programs and planning services.

Jacob Owens is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at IBM for six years. Owens has been with Thrivent Financial since 2021. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a broad range of financial topics. The firm’s approach separates planning from managed-account services and does not include discretionary trading authority.

Sebastian San Cristobal is a financial advisor at Equitable Advisors with one year of industry experience. He holds Series 66 and Series 63 licenses. His prior work includes roles at The Shield Co Management LLC and various positions outside the financial sector, including employment at Red Robin Inc. and Chipotle, as well as involvement with the University of Nevada. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, using a combination of firm-offered services and third-party advisory solutions.

Michael Prendergast is a financial advisor at Ameriprise in Chicago, IL, with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service designed for individuals with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver customized retirement income advice, supported by a centralized consulting team and algorithmic tools.

Elizabeth Vella is a financial advisor at Equitable Advisors with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Christian Brothers Investment Services and Foreside Financial Services. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Calib Donnell is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC for over a decade. He is also involved in a Prudential-sponsored non-variable insurance business. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through its integrated platform.

William Laheta is a financial advisor with Ameriprise in Clarendon Hills, IL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Ameriprise and its affiliate since 2015. He is also the owner of Tuttle Group LLC, a business transitioning from the Ameriprise P1 platform to P2. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in delivering these services, and operates as a large institutional provider of advisory, brokerage, and insurance solutions.

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 at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies, offering services on a non-discretionary basis.

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.

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.

Michael Olesen is a financial advisor with LPL Financial in Geneva, IL, holding Series 63 and Series 66 credentials and 39 years of industry experience. He previously worked at Private Advisor Group, LLC and Advantage Investment Management LLC. Outside of advisory work, he has ownership interests in restaurant management and teaches occasionally. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network. The firm offers a range of financial planning and advisory programs, utilizing research and model portfolios from internal and third-party sources.

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 at Wells Fargo Clearing with 37 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of her advisory role, she serves as the financial secretary for CHUMS Incorporated, where she manages the organization’s financial records and scholarship details. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable breadth of investment options including insurance-related vehicles and bank deposit sweep programs.

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.

Matthew Marcotte is a CFP® and holds a Series 66 license, with eight years of experience in financial advising at Edward Jones. He has worked at Edward Jones since 2017 and also served as an adjunct professor at North Central College, teaching college students the fundamentals of personal finance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across various segments. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and is notable for its large network of advisors and branch offices, as well as affiliated services such as a trust company and proprietary mutual funds.

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.