Robert Bieniek is a financial advisor with World Equity Group, Inc., holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He has worked with World Equity Group since 2005 and has also been associated with Individual Financial Practitioners, Inc. since 1983, where he is involved in the sale of individual life and long-term care insurance. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm offers managed portfolios through its wrap-fee program, combining discretionary portfolio management with financial planning and access to third-party money managers.

David Robbins is a financial advisor with Archer Investment Corporation in South Barrington, IL, holding a Series 66 designation and 12 years of industry experience. He has been with Archer since 2015 and is also an owner of Nieminski Robbins & Associates CPAs, where he has worked since 2005, providing tax, accounting, and wealth management services. Additionally, he is involved with Barrington Advisors Group LLC, a marketing venture connected to Nieminski Robbins & Associates. Archer Investment Corporation offers investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and proprietary mutual funds. The firm employs a multi-branch, independent-contractor model and manages roughly $1.01 billion in discretionary assets with a range of advisory services from comprehensive financial planning to limited-scope model portfolios.

Kyle Janas is a financial advisor at CreativeOne Wealth, LLC with one year of industry experience. He holds a Series 65 designation and also operates the Law Offices of Craig A Janas, where he is involved in estate planning and life insurance sales. His work history includes roles at Safe Money Concepts, INC and Family Defined Benefits. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based models, third-party managers, and option strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

Sanjay Asija is a financial advisor at Archer Investment Corporation with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Archer since 2017. In addition to his advisory role, he is a certified public accountant managing tax preparation and payroll services through his CPA firms. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million on a primarily discretionary basis. The firm offers customized portfolio management and model-based strategies, emphasizing diversified allocations across various asset classes and regular account reviews.

Theodore Buckley is a financial advisor with VestGen Advisors, LLC in Chicago, IL, holding a Series 66 credential and 11 years of industry experience. His prior roles include positions at Triad Hybrid Solutions, Triad Advisors, Sequoia Wealth Management, and LPL Financial. Outside of his advisory work, he is an author and motivational speaker, conducting seminars and coaching sessions unrelated to investments. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 individual and high-net-worth clients. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan services, utilizing a combination of analytical methods and third-party managers to tailor portfolios to client goals.

Eric Talbott is a financial advisor at Apollon Wealth Management, LLC with 10 years of industry experience. He holds Series 65 and Series 66 registrations and has previously worked at Piershale Financial Group, Envestnet Asset Management, BMO Harris Financial Advisors, and Portfolio Brokerage Services. Apollon Wealth Management serves individuals, high-net-worth clients, families, businesses, and various institutional investors, providing financial planning, portfolio management, retirement plan advisory, and sub-advisory services. The firm uses a combination of centrally managed model strategies and locally managed portfolios, investing across multiple asset classes and offering specialized services including ESG models and tax-managed Direct Indexing.

Ralph Backe Jr. is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC before joining Prospera in 2019. Outside of his advisory role, he co-owns vacation condos in St. Petersburg, Florida. Prospera Financial Services, Inc. is an enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans, managing approximately $12.4 billion through about 207 advisors across 140 offices. The firm offers diversified investment advisory and financial planning services using a combination of firm models, third-party sub-advisers, and customizable allocations across multiple platforms.

Keith Mooney is a CFP® and ChFC® with 31 years of industry experience. He is currently an advisor at VestGen Advisors, LLC and has previously worked at firms including LPL Financial and Sequoia Wealth Management. Outside of his advisory role, he serves as president and educator for a nonprofit that conducts financial education seminars. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients with discretionary and non-discretionary investment management, financial planning, and retirement plan services, employing a mix of analytical methods and third-party managers to implement client portfolios.

Steven Whiting II is a Series 66-licensed advisor with Transamerica Financial Advisors and has been in the industry since 2024. His prior experience includes roles at Wfgia, American Airlines Group Inc., National Airlines, FedEx, and United Airlines. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with a range of discretionary and non-discretionary program options.

Alexander Mueller is a financial advisor with PNC Wealth Management and holds a Series 66 designation. He has seven years of industry experience, including prior roles at Wells Fargo Clearing and involvement in several fitness-related business ventures. Outside of his advisory work, he has ownership interests in rental properties that are not related to his investment activities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses algorithm-driven risk assessments and implements investments via approved model strategies with mutual funds and ETFs, emphasizing automated portfolio management and third-party delegation.

Donald Cafero Sr. is a ChFC® credentialed financial advisor with 42 years of industry experience, currently affiliated with TLG Advisors, Inc. He has worked at several firms including The Leaders Group Inc and Highland Capital Brokerage. Outside of his advisory role, he is involved in insurance brokerage through The Cafero Group and works as a point of sale and wholesale specialist with FSG. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services such as portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services. Their investment approach combines fundamental analysis and Modern Portfolio Theory, with a direct-to-consumer program called Starlight Portfolios that tailors portfolios based on client risk profiles.

Dennis Anderson is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2013. He is also the owner of a grain and livestock farm in Viola, Illinois. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment management and financial planning services through fee-based wrap programs that incorporate both proprietary and third-party strategies.

Rod Russell is a financial advisor at Farther with 13 years of industry experience. He has previously worked at BNY Mellon and J.P. Morgan. Outside of his advisory role, he coordinates property development at Lake Roots Holdings, LLC. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates, using a platform that combines proprietary model portfolios with algorithmic rebalancing and AI tools. The firm’s approach emphasizes Modern Portfolio Theory and utilizes a range of investment vehicles including ETFs, mutual funds, equities, and fixed income.

Pranav Singh is a financial advisor at Fifth Third Securities, Inc. with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a wholly-owned subsidiary of Fifth Third Bank.

Donald Baran is a financial advisor with TLG Advisors, Inc. holding a Series 66 license and five years of industry experience. His professional background includes roles at The Leaders Group Inc., FSG, Pizza Hut, Edward Jones, Weiman Products, and EMCO Chemical Distributors. He also works as an insurance wholesaler for fixed insurance products directly with financial advisors through FSG. TLG Advisors, Inc. serves a wide range of clients including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm focuses on manager selection and ongoing portfolio monitoring using fundamental analysis and Modern Portfolio Theory, offering services through independent representatives, sub-advisors, and a direct-to-consumer digital program called Starlight Portfolios.

Robert Fenby is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and 12 years of industry experience. He has been with Hornor, Townsend & Kent since 2012 and has a concurrent role at Penn Mutual Life Insurance Company dating back to 2011. Fenby is also involved in life insurance brokerage through multiple roles, including Regional Marketing Director at Penn Mutual, Senior Vice President at Insurance Wholesale Solutions, and proprietor of Fenby Life Insurance Planning. Hornor, Townsend & Kent serves a diverse client base including individuals, trusts, businesses, charitable organizations, and retirement plans. The firm offers advisory programs, financial planning, and retirement plan consulting, combining SEC-registered advisory services with broker-dealer capabilities and managing over $8 billion in discretionary assets.

Eric Eimen is a financial advisor at William Blair with five years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining William Blair in 2022, he worked at BMO Private Bank from 2011 to 2022. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides clients access to proprietary models, third-party sub-managers, and private investment opportunities.

Dominic Defazio is a CFP® with 20 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2011. He is also the owner of Aqua Body Floats, a business focused on designing upholstery for recreational activities. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs with features such as direct indexing and tax-overlay services, distinguishing itself through its municipal-advisor registration and affiliation with Fifth Third Bank.

Todd Bessey is a CFP® with 31 years of industry experience and is currently affiliated with Integrated Wealth Concepts LLC. He previously worked at Wayne Hummer Investments for 17 years before joining Integrated Wealth Concepts in 2021. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office and retirement plan advisory services, and sponsors wrap-fee programs, focusing on customized portfolios that combine internal management and third-party asset manager oversight.

David Reilly is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 22 years of industry experience. He has been with Benjamin F. Edwards & Co since 2013. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs and investment strategies managed internally and by third parties, supported by an in-house trading desk and an Investment Strategy Committee.