John Sias is a financial advisor with NewEdge Advisors, holding Series 63 and Series 66 credentials and over 24 years of industry experience. His career includes roles at Edward Jones from 2002 to 2018 and LPL Financial since 2018. He provides investment advisory services through NewEdge Advisors, an independent registered investment advisor firm. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a broad range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing multiple program structures and technology tools to support advisor and client needs.

James Vanderbilt is a Certified Financial Planner® with 39 years of industry experience, currently serving as an advisor at Independent Advisor Alliance, LLC. His prior work includes over 25 years with Securities America Advisors, Inc. and two years at LPL Financial. Vanderbilt also holds Series 63 and Series 65 registrations. 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 of advisory representatives and leverages technology platforms to provide portfolio management, estate planning, and third-party referrals.

Scot Peterson is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 credentials and 42 years of industry experience. His career includes roles at A.G. Edwards & Sons, Inc. and Wells Fargo Clearing prior to joining Benjamin F. Edwards in 2013. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage, insurance products, and certain M&A advisory services.

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.

Kari Beyer is a financial advisor with Benjamin F. Edwards & Company, Inc. in St. Charles, IL, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Her career includes roles at Stifel Nicolaus & Co., Wells Fargo Clearing, and A.G. Edwards & Sons. She serves on the board of the Waterford Oaks Home Association, where she participates in budgeting and landscaping oversight. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm provides a range of services such as financial planning, investment management, and advisory programs, employing proprietary strategies alongside third-party models.

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 16 years of industry experience. She holds a Series 63 designation and has previously worked at Calamos Financial Services LLC for 17 years before joining Kestra Investment Services, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients, offering a range of services including fiduciary consulting, plan design, and due diligence-supported investment recommendations. The firm serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Frank Schoen is a financial advisor with Transamerica Financial Advisors in Hoffman Estates, IL, holding Series 63 and Series 65 credentials and 27 years of industry experience. He is the owner of The Force Agency, Inc. and S2C Tax & Accounting Services LLC, where he provides tax preparation and accounting services. Schoen has been with Transamerica Financial Advisors since 2012. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with a range of proprietary and third-party investment models in discretionary and non-discretionary programs.

Craig Morgan Jr. is a Series 66-credentialed financial advisor at Benjamin F. Edwards & Company, Inc. with 20 years of industry experience. He has worked at Benjamin F. Edwards since 2017 and previously held positions at Stifel Nicolaus & Co Inc, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a network of more than 500 advisors. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary managed solutions that combine proprietary and third-party strategies.

Robert Strobel III is a CFP®-credentialed financial advisor with 36 years of industry experience. He currently works at Benjamin F. Edwards & Company, Inc., where he has been since 2021. His prior experience includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He serves as a board member for the Towne Place West Homeowners Association in Schaumburg, Illinois. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management consulting using proprietary and third-party strategies.

Tyrone Ball is a financial advisor with Commonwealth Financial Network based in Barrington, IL, holding a Series 66 designation and 12 years of industry experience. His prior work includes eight years at Edward D. Jones & Co. L.P. and four years at Best Energy LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, technology, and operational support while offering a variety of investment solutions, including discretionary model portfolios and customized program structures.

Joshua Schultz is a financial advisor at RBC Rochdale, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at CNR Securities, LLC, Hornor Townsend & Kent Inc, and Transamerica Financial Advisors. Outside of his advisory role, he is a partner and general manager of a floor coating installation franchise, Egebrecht & Schultz Enterprises, LLC, which he co-owns with his wife. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and government entities. The firm employs a multi-strategy investment process combining quantitative and fundamental analysis, and manages portfolios across various asset classes using proprietary tools and third-party sub-advisors.

James Juengling is a financial advisor with Independent Financial Group, LLC in Dundee, IL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 50 years of industry experience and has been with Independent Financial Group since 2010. Since 1972, he has also owned and operated Juengling & Associates, providing various types of insurance. Juengling has been a member of the National Association of Insurance and Financial Advisors since 1973 and is involved with the Illinois Legislative Council. Independent Financial Group, LLC offers investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporations, pension and profit-sharing plans, and charitable organizations. The firm utilizes firm- and third-party models for portfolio management, combining strategic asset allocation with ongoing due diligence across a mix of passive and active exposures.

Craig Morgan is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 66 credentials and has 50 years of experience in the industry. His prior roles include positions at Stifel Nicolaus & Co Inc, Wells Fargo Clearing, Xelan Financial Planning, Inc., and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including advisory programs, financial planning, investment management, brokerage, insurance products, and certain M&A advisory services.

Kevin Sanders is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and 12 years of industry experience. He is also the owner and sole proprietor of The Sanders Law Firm, where he provides legal services including real estate closing advice and estate planning. His prior work includes roles at Guardian Wealth Advisory Group and Sanders Financial Services Inc. AE Wealth Management offers fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm uses discretionary model portfolios and a variety of analytical methods to implement investment decisions, managing approximately $49.8 billion for over 127,000 clients.

Robert Richardson is a ChFC® credentialed financial advisor with 33 years of industry experience. He is currently with Integrity Alliance, LLC and has held roles at firms including IZALE Financial Group and Lion Street Financial. Outside of advisory work, he owns and operates an online retail store through Cultivated Community LLC. Integrity Alliance, LLC is a large advisor network serving a diverse client base that includes individual investors, corporations, and qualified retirement plans. The firm provides portfolio management, financial planning, and a range of advisory programs, employing various allocation strategies through discretionary accounts, model portfolios, and third-party sub-advisers.

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.

Mara Lombardi is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and four years of industry experience. She has been with Benjamin F. Edwards since 2018 and previously worked at Hope International and the Council for Christian Colleges & Universities. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of advisory and brokerage services, including wrap-fee programs, financial planning, retirement plan consulting, and investment management solutions that combine proprietary strategies and third-party models.

Marcia Gregory is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds the Series 66 designation and has 22 years of industry experience. Her prior work includes positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Gregory also serves as a trustee for family members, overseeing investment matters. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through over 500 advisors. The firm provides a range of services including wrap-fee advisory programs, financial planning, investment management, and brokerage services, combining proprietary strategies with third-party models.

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.