John Reyes is currently an Investment Consultant at Fidelity Investments, a position he has held since 2025. He previously served as a Relationship Manager and Workplace Planning Associate at Fidelity Investments, gaining experience in client relations and retirement planning. Prior to joining Fidelity, John was an Equity Derivatives Trader and worked as a Bilingual Senior Benefits Consultant at GoHealth. John focuses on collaborating with clients to align financial and retirement goals, providing guidance that integrates the personal and financial aspects of their circumstances. His professional experience spans investment consulting, relationship management, workplace planning, equity derivatives trading, and benefits consulting. Outside of his professional work, John engages in family activities, fitness, golf, playing musical instruments, and outdoor adventures.

Christopher Janyk is a Financial Advisor with Merrill Lynch Wealth Management, focusing on developing tailored wealth management strategies that address each client's unique financial needs. He emphasizes long-term approaches grounded in trust, transparency, and integrity, aiming to grow, preserve, and transfer wealth for individuals, families, and institutions. His expertise encompasses a wide range of client focus areas, including college education planning, divorce transition planning, family wealth management, legacy planning, retirement planning, portfolio management, and small business strategies. Christopher utilizes Merrill's resources to design, implement, and monitor customized investment strategies that seek to balance performance with risk management and tax efficiency, supporting clients in achieving their financial goals and providing income streams for retirement or generational transfer. Christopher holds the Personal Investment Advisor (PIA) designation. He earned a high school diploma from Mount Carmel High School and attended DePaul University without obtaining a degree. Outside of his professional role, he enjoys baseball, football, golfing, spending time with his family, and traveling.

Dustin Barrales is currently a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has over 20 years of experience in the financial services industry, during which he has developed expertise in personalized financial planning and client relationship management. His professional background includes roles such as Regional Planning Specialist at Cetera Financial Group from 2015 to 2019, Senior Regional Consultant at Deutsche Asset Management & Wealth Management between 2011 and 2015, and Retirement Plan Sales Associate at John Hancock Retirement Plans from 2009 to 2011. Earlier in his career, he served as Vice President of Trading at ThinkEquity LLC from 2007 to 2009, Financial Manager and Co-Owner at Boss Concrete Construction between 2003 and 2008, Financial Advisor at Morgan Stanley from 2004 to 2006, and OTC Trader at Driehaus Capital Management from 2000 to 2002. Dustin emphasizes a relationship-first approach in his work, aiming to provide tailored strategies and expert guidance that empower his clients to make informed financial decisions aligned with their goals.

Anthony Petro is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over three decades of experience to his role. He joined Merrill in 1988 after earning a Bachelor of Science in Management from Ball State University. Anthony holds several industry licenses, including the Series 7, Series 63, and Series 65, and is recognized as a Personal Investment Advisor (PIA). Throughout his career, Anthony has focused on providing clients with tailored financial strategies that address a range of life priorities such as family, philanthropy, finance, home, health, and work. His expertise encompasses college education planning, equity compensation services, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, socially responsible investing, tax minimization, and retirement income. As a Senior Portfolio Advisor, he manages custom investment strategies and has discretionary authority in the firm’s Investment Advisory Program. Anthony was named to the 2024 Forbes “Best-in-State Wealth Management Teams” list as part of the Dismore Petro Conner Wealth Management Group. He resides in Northwest Indiana with his wife, Lisa, and their two daughters. Outside of work, Anthony enjoys golfing, reading, running, skiing, swimming, and spending time with his family.

Cassidy Leonard is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, Cassidy works directly with clients to develop personalized investment strategies aligned with their individual financial priorities and goals. She provides ongoing investment advice and access to banking and lending services through Bank of America. With a focus on managing complex financial needs such as home purchases, education savings, elder care, and healthcare preparation, Cassidy partners with clients to define objectives and adapt portfolio strategies as their circumstances evolve. Her expertise is supported by professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Cassidy holds a Bachelor's Degree from the University of Alabama.

Kevin Kurtis is a Financial Advisor with Merrill Lynch Wealth Management. In this role, he develops structured financial strategies tailored for individuals and businesses. He leverages his expertise in financial services, banking, and investing to help clients grow their assets and secure their financial future. Kevin focuses on protecting individuals and their families from financial uncertainties by providing personalized investment strategies and access to banking and lending services through Bank of America. His areas of specialization include family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, and individual and corporate investment strategy. Kevin holds the Personal Investment Advisor (PIA) designation. He earned both his bachelor's and master's degrees from Northern Illinois University. Kevin lives in Woodridge with his wife, twin daughters, and their dog, Lily. Outside of his professional work, he enjoys basketball, football, golfing, softball, and spending time with his family.