John Reakes is a financial advisor with LPL Financial and holds a Series 66 designation. He has 19 years of industry experience, including roles at Old National Bank since 2022 and First Midwest Bank from 2016 to 2022. Reakes also operates as a financial advisor and wealth advisor at Old National Bank in addition to his work with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios and research from multiple sources.

Robert Biernat is a financial advisor at Morgan Stanley with 50 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by a structured discovery process and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through various investment and planning strategies.

Austin Sparrow is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he collaborates with financial consultants to understand clients' financial situations and supports the implementation of appropriate financial plans aimed at achieving their goals. Prior to this, Austin gained experience as a Relationship Manager and Financial Representative at Fidelity Investments from 2023 to 2025, and as a Financial Services Representative at Northwestern Mutual from 2022 to 2023. Austin's professional background encompasses various roles within the financial services industry, providing him with a broad perspective on client relationship management and financial planning. His experience has equipped him to assist clients in navigating their financial journeys effectively. Outside of his professional life, Austin has interests in baseball, cars, fishing, football, outdoor adventures, and traveling.

Thomas Rice is a financial advisor at UBS Financial Services with 44 years of industry experience. He has been with UBS since 1982 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides a broad range of capital markets services through its platform.

Howard Senescu is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 2008. Senescu also serves as a successor trustee involved in estate administration. Morgan Stanley Wealth Management offers a wide range of advisory programs for individual and institutional clients, with financial planning services that utilize structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides customized planning through its Financial Advisors and Estate Planning Strategies Group.

Kristina Jucaban is a Series 66 licensed financial advisor with ten years of industry experience. She has worked at Merrill for fifteen years before joining UBS Financial Services in 2024. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and capital market assumptions to tailor investment strategies.

Scott Marshall is the Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial professionals focused on delivering an exceptional wealth planning experience to clients. He has been with Fidelity Investments since 2000, progressing through various roles including Assistant Branch Office Manager, Regional Planning Consultant, VP Senior Account Executive, Financial Planning Consultant, and multiple Financial Representative positions. Before joining Fidelity, Scott worked as a Financial Advisor at McDonald Investments Inc. from 1999 to 2000. Over his career, he has accumulated extensive experience in financial planning and wealth management within Fidelity Investments. No additional information about his education, credentials, personal interests, or community involvement has been provided.

Justin Graves serves as a Branch Leader, supporting advisors and branch staff who work directly with clients to address their financial needs. In this role, he focuses on fostering a collaborative and consistent branch environment while overseeing day-to-day operations. He supports the team responsible for delivering the client experience and helping clients work toward their financial objectives. Prior to his current role at Fidelity Investments starting in 2025, Justin held positions at Bank of America - Merrill Edge, including Registered Academy Manager from 2023 to 2025 and Relationship Consultant - Life Services from 2021 to 2022. Outside of his professional responsibilities, Justin has interests in art, family activities, fitness, football, and singing.

Travis Sylvester is a CFP® professional with seven years of industry experience, currently affiliated with Cetera. He co-founded Shoreline Financial Partners, where he serves as a financial planner and business owner. His prior experience includes roles at Fidelity Brokerage Services and Capital Trading Group. Sylvester is also a licensed notary public and sells fixed insurance products outside of his advisory role. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager investment platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Larry Malles is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans 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 inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Janel Huston is a financial advisor with Raymond James Financial in Northbrook, IL, holding Series 63 and Series 65 credentials and 38 years of industry experience. She has worked with various Raymond James entities since 2008. In addition to her advisory role, she owns Huston Wealth Solutions, a support company based in Glenview, IL. Raymond James Financial Services Advisors, Inc. provides tailored financial planning and investment consulting to a diverse client base, including individual and high-net-worth clients, corporations, and institutional investors. The firm uses advanced analytical tools and offers both advisory programs and specialized services, such as municipal advisory and SIMPLE IRA Employer Consulting.

Benjamin Rose is a financial advisor at Edward Jones with eight years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2022, he worked at Bank of America/Merrill Lynch from 2018 to 2022 and at Geometry Global from 2015 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and managed solutions, operating under a fiduciary standard and maintaining a large nationwide network of advisors and branch offices.

Cynthia Faraci is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2016. Outside of her financial career, she works as a yoga instructor at CorePower Yoga. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Nathanael Darnieder is a CFP® with 28 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Glenview, IL. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. 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.

Robert Smith is a CFP® and holds a Series 66 license, with seven years of industry experience. He has worked at Edward Jones since 2018 and was previously with Meadowhawk Capital, LLC from 2009 to 2018. 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 and investment strategies supported by a nationwide network of financial advisors and branch offices.

James Williams is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2010. 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. As a subsidiary of J.P. Morgan, the firm integrates advisory services with brokerage, distribution, and investment management capabilities.

Tabitha Kenney is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 19 years of industry experience. She has worked at RBC Wealth Management since 2021 and previously spent 13 years at Merrill. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles through a combination of in-house and third-party investment managers.

Lisa Yoest is a CFP® with 36 years of industry experience, currently with LPL Financial since 2025. Her prior roles include positions at Baker & Yoest Investment Advisers Inc and Cetera Financial Specialists LLC. She serves on the board of a nonprofit organization, HPHS Class of 1983 NFP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios, research, and advanced technologies.

Thomas Wendt is a financial advisor at Ameriprise Financial Services LLC with nine years of industry experience. He previously worked at Edward Jones and Bromley Company. His credentials include the Series 66 designation. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Charles Campbell is a financial advisor with J.P. Morgan Securities in Glenview, IL, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2023, he worked at Primerica Advisors, Hefg, and Guardian Life Insurance Company of America. Outside of his advisory role, he provides racket sports instruction as a contractor for Michigan Shores Club. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, providing asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services on a non-discretionary basis.