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 with LPL Financial and holds Series 63 and Series 65 credentials. He has 26 years of industry experience, including prior roles at J.P. Morgan Securities and Chase Investment Services Corp. Outside of his advisory work, he is involved in a tax preparation and accounting service through Hagen Tax Advisory. 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 financial planning and asset management solutions, combining technology tools with diverse investment strategies implemented by a large network of advisors.

Jose Gallego is a financial advisor at OSAIC with 37 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Woodbury Financial Services and Questar Asset Management. Outside of his advisory role, he serves as a soccer referee for the Naperville Park District and owns AGM Investment Group, which provides Medicare insurance sales. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to manage portfolios on both discretionary and non-discretionary bases.

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.

Christopher Fasano is a financial advisor at OSAIC based in Chicago, IL, holding a Series 66 designation with 22 years of industry experience. He previously worked for Lincoln Financial Advisors for 21 years before joining OSAIC in 2025. Outside of his advisory role, Fasano is an agent offering various insurance products including accident and health, disability, long-term care, and traditional life insurance. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs multiple advisory platforms and asset-allocation tools to construct portfolios using a range of investment options, accommodating both discretionary and non-discretionary account management.

Vito Partipilo is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 27 years of industry experience. His prior work includes roles at BMO Harris Financial Advisors, Vision Asset Management Inc, and LaSalle Financial Services, Inc. He is also employed outside the financial industry with Merieux NutriScience. 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 and access to third-party asset management, and supports its network of over 22,800 advisors with research, operational tools, and institutional platforms.

Mary Webb is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and 19 years of industry experience. She has been with Morgan Stanley since 2013, including 11 years at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and modeling techniques.

Matthew Magnesen is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and 16 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery conversations and firm-approved tools, with an emphasis on advisory services rather than individual security recommendations.

Matthew Ibrahim is a Financial Advisor specializing in wealth management strategies, currently affiliated with Merrill Lynch Wealth Management. He works with individuals, families, corporate executives, and business owners to navigate critical financial decisions and pursue long-term goals such as building wealth, preparing for retirement, and creating a legacy. His areas of expertise include corporate executive services, divorce transition planning, education planning, employee benefits planning, equity compensation services, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, and tax minimization. Matthew holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from the University of Illinois System. Outside of his professional role, Matthew speaks both English and Arabic and is involved in community service through organizations such as Feed My Starving Children. His personal interests include basketball, billiards, boxing, fishing, golfing, music, soccer, spending time with family, traveling, and watching movies.

Nico Paoletti is a financial advisor with J.P. Morgan Securities in Schaumburg, IL, holding Series 63 and Series 66 licenses and five years of industry experience. His professional background includes roles at JPMorgan Chase Bank, B-Rogue Built, TCC Wireless, and Best Buy. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation models with centralized due diligence and an ESG eligibility framework to support client decisions.

Tyler Sawyer is a financial advisor at Edward Jones in Elgin, Illinois, holding a Series 66 designation with one year of industry experience. His prior work history includes roles outside the financial sector, including five years at Batteries Plus. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Nora Hernandez is a financial advisor at Equitable Advisors with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Equitable Advisors since 2019. Prior to her financial advisory career, she operated a home daycare business for 19 years. In addition, she is a member of the Elite Connection Circle networking group. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm employs a range of advisory programs and works with third-party asset managers and LPL-sponsored platforms to deliver investment solutions.

Ann Mariani Issel is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. Her prior roles include positions at Dorion-Gray Retirement Planning, Securities America Advisors, Mack Investment Securities, and Heritage Capital Management. She operates a DBA titled Professional Wealth Advisors for her LPL business. 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 financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Patricia Trombetta is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley since 2019, following a three-year tenure at UBS Financial Services Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Everett Thomas is the Vice President and Executive Planning Consultant at Fidelity Investments, where he has been serving since 2021. In this role, he collaborates with leaders on strategies for their lifetime goals through benefits optimization, compensation, and wealth planning. Prior to his current position, he held various roles at Fidelity Investments, including Vice President, Wealth Planner (2018-2021), Financial Consultant (2015-2018), Investment Consultant (2014-2015), Financial Representative (2013-2014), and Trader for the Private Client Group (2010-2013). Everett holds a California Insurance License, which supports his professional practice in financial and wealth planning. Outside of his professional work, he engages in personal interests such as baseball, family activities, fitness, golf, and tennis.

Tiffany Francis is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various capacities within JPMorgan Chase and its subsidiaries since 2016. Outside of her advisory role, she owns and operates a home décor business called The Home Embellisher. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling and centralized due diligence.

Michael Ochs is a Senior Financial Advisor at Merrill Lynch Wealth Management. He provides guidance to clients in areas such as personal retirement planning, portfolio management services, and socially responsible, values-based, and ESG investing. Michael takes a 360-degree view of clients' financial lives, evaluating both assets and liabilities to help identify areas for improvement and assist clients in prioritizing and achieving their financial goals. Michael holds a bachelor's degree in finance from Eastern Illinois University and a Master of Business Administration from Northern Illinois University. He has been in the financial services industry since 2004, with experience in retail banking and life and long-term care insurance sales. He joined Merrill Lynch in 2012 and has served in various roles, including assisting other advisors, managing branch operations, before becoming a financial advisor. He holds professional designations including CERTIFIED FINANCIAL PLANNER4 (CFP), Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA). Michael lives in Algonquin, Illinois, with his wife, Michelle, and their six daughters. He is actively involved in his local community and church, serving on several committees and as a volleyball coach at his children's school. He is a member of the Knights of Columbus and volunteers with organizations such as the 4-H program of Kane County, Feed My Starving Children, and Northern Illinois Food Bank.

Mark Byars is a CFP®-designated financial advisor with Raymond James & Associates, based in Naperville, IL. He has 16 years of industry experience and has been with Raymond James & Associates for 15 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a focus on tailored, non-discretionary advice supported by firm research and a range of portfolio management strategies.

Ajit Pant is a financial advisor with Mass Mutual Investors Services in Lisle, Illinois, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 19 years at Metlife Securities Inc. Outside of his advisory role, Pant is the founder and board member of the American Association of Engineers of Indian Origin, a nonprofit organization focused on educational, technological, and scientific interaction and networking opportunities. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring engagements as collaborative, annual relationships emphasizing goal analysis and broad investment strategy recommendations.

Lukas Rekasius is a financial advisor at Morgan Stanley in Oak Brook, IL, holding the Series 63 and Series 66 licenses with two years of industry experience. His prior roles include positions at W7S Brokerage Services, Western Southern Life, Globe Life, and Arthur J. Gallagher. Before entering the financial industry, he spent nine years in full-time education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and firm-approved methodologies to support client financial planning.