Matthew Kling is a financial advisor with Principal Financial Services in Saint Charles, IL, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to his current role, he worked at Knights of Columbus Assets Advisors LLC and Knights of Columbus Insurance for a combined total of 14 years. He serves as a board member and trustee for the Edward J. Baker Foundation & Henry Rockwell Baker Memorial Community Center, a nonprofit community organization. Principal Securities offers brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm’s advisory services emphasize direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Lindsay Foster is a financial advisor at Kestra Advisory with 15 years of industry experience. She holds the Series 63 designation and previously worked at Calamos Financial Services LLC for 17 years before joining Kestra in 2026. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering a range of services including fiduciary consulting, plan design, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and offers multiple management platforms and third-party solutions within its supervisory framework.

Craig Morgan Jr. is a financial advisor with Benjamin F. Edwards & Company, Inc. in St. Charles, IL, holding a Series 66 designation and 20 years of industry experience. He previously worked at Stifel Nicolaus & Co. Inc. for eight years before joining Benjamin F. Edwards in 2017. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, pension and profit-sharing plans, charitable organizations, corporations, and institutions. The firm offers fee-based wrap programs, financial planning, and investment management services, utilizing a variety of model strategies and portfolios monitored regularly by an Investment Strategy Committee.

Robert Strobel III is a CFP® professional with 36 years of experience in the financial industry. He is currently with Benjamin F. Edwards & Company, Inc., where he has worked since 2021. Prior to that, he held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, Strobel serves as a board member for the Towne Place West Homeowners Association. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, pension plans, charitable organizations, and corporations. The firm offers consolidated discretionary and non-discretionary wrap programs with a variety of managed strategies and combines custody, execution, and trading services under one platform.

Craig Morgan is a financial advisor at Benjamin F. Edwards & Company, Inc. with 50 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Benjamin F. Edwards since 2017, following an eight-year tenure at Stifel Nicolaus & Co. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement consulting, and investment management, utilizing both discretionary and non-discretionary strategies managed internally and through third-party managers.

Derek Ghiotto is a financial advisor with PNC Wealth Management in Naperville, IL, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. He has been with PNC Investments since 2014, including a period at PNC Bank from 2014 to 2017. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessments and allocates investments via mutual funds and ETFs.

Tyler Glover is a CFA® charterholder with 18 years of industry experience, currently serving as a financial advisor at William Blair since 2014. Based in Geneva, IL, he holds a Series 63 registration. William Blair’s Private Wealth Management division delivers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, including high-net-worth clients, as well as foundations, pension, and corporate clients. The firm emphasizes active, research-driven management across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Joseph Fazekas is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Creative Planning since 2012. He holds Series 63 and Series 65 licenses and is based in Plainfield, Illinois. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and supplemental portfolio techniques, supported by a broad range of affiliated non-investment businesses.

Jacob Stoiber is a financial advisor at William Blair with a Series 66 designation and one year of industry experience. He previously worked at Evercore Wealth Management for six years and The Connable Office for three years. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs active, research-driven management across multiple asset classes and provides proprietary models and access to private funds and co-investment opportunities.

Kelly Kovasic is a financial advisor with Kestra Advisory, holding Series 65 and Series 66 credentials. Kelly has experience at firms including Leelyn Smith, LLC and LPL Financial, both from 2021 to 2026. Outside of advisory roles, Kelly provides administrative support to Leelyn Smith, LLC, an independent investment advisory firm. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a range of institutional and individual clients. The firm provides fiduciary consulting, plan-level investment advice, and utilizes multiple management platforms, serving clients including large institutions and sovereign wealth funds.

Ronald Harczak is a financial advisor with Independent Advisor Alliance, LLC, holding the CFP® designation and Series 63 license. He has 40 years of industry experience, including over 30 years with Securities America Advisors and LPL Financial. Outside of advising, he is a notary and operates a business entity for tax and investment purposes. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm employs a network model with access to various portfolio management strategies and technology platforms to support client needs.

David Polhill is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors, Strategic Advisers LLC, and Fidelity Brokerage Services LLC. He also operates as an insurance agent through his sole proprietorship. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, and corporations. The firm offers a variety of fee-based wrap programs and investment strategies managed by both internal and third-party managers, supported by several hundred advisors and tens of billions in assets under management.

Jonathan Lamar is a financial advisor at William Blair with 15 years of industry experience. He holds a Series 66 designation and has been with William Blair since 2016. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, including high-net-worth clients, as well as foundations, pension, and corporate clients. The firm employs an active, research-driven approach across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Mary Schulte is a CFP® professional with 37 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2016. She is also registered as an agent for Raymond Schulte, working a limited number of hours per month in this investment-related capacity. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs and managed investment strategies, supported by a large team of advisors and substantial assets under management.

Jeremy Frazer is a CFA® charterholder with 19 years of industry experience and has been with William Blair & Company since 2014. He holds Series 65 and Series 63 licenses and is based in Geneva, Illinois. William Blair’s Private Wealth Management division offers discretionary and non-discretionary 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 access to proprietary models, third-party sub-managers, and private fund opportunities.

Daniel Hedge is a CFP® professional with ten years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory role, Hedge is active in local business communities as chair of committees for the St. Charles and Elgin Chambers of Commerce and serves as a guest speaker at Village Bible Church. 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 institutions. The firm offers a range of discretionary and non-discretionary wrap programs utilizing mutual fund and ETF model strategies, separate accounts, and custom portfolios, supported by an internal trading desk and an Investment Strategy Committee.

Sharon Way is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. She has been with VOYA Financial Advisors and VOYA Financial since 2014. Outside of her advisory role, she is an independent insurance agent specializing in fixed life insurance products. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, primarily delivering non-discretionary advice through various program structures.

Kenneth Koppitz is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 65 licenses and over 35 years of industry experience. His career includes prior roles at Commonwealth Financial Network and INVEST Financial Corp. Outside of his advisory work, he serves as a high-performance driving instructor with L.A.P.S., Inc. and Audi Club North America. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients including large institutional investors and sovereign wealth funds.

Jeffrey Wrobel is a financial advisor at Citigroup Global Markets with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm is notable for its combination of large institutional scale, market roles such as swap dealer and futures commission merchant, and its use of multi-asset, multi-manager investment strategies.

James Trabadela is a financial advisor at The Huntington Investment Company with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise Financial Services, LLC, The Huntington National Bank, and TCF Bank. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals—including high-net-worth clients—charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm utilizes an open-architecture investment model combining third-party sub-managers and proprietary private bank offerings, delivering portfolio management through various wrap-fee programs on the Envestnet platform.