Thomas Bartley is a financial advisor with TLG Advisors, Inc. He holds Series 63 and Series 66 licenses and has 41 years of industry experience. His prior firms include Meritage, The Leaders Group Inc, Securities America, Highland Capital Brokerage, Investacorp, and Capital PSF. Bartley has also worked as an independent insurance agent for over 50 years. 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 investment supervisory and portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Jeffrey Perkins is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also serves on the board of Marengo Area Outreach Enterprises. Outside of finance, he manages Perkins Farm, which sells hay and beef. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm employs a model portfolio approach using third-party managers and proprietary solutions delivered through multiple platforms.

Anthony Scott is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Citigroup Global Markets since 2008. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of advisory programs and execution services. The firm combines large institutional scale with specialized market roles, including in-house research and derivative services, providing multi-asset, multi-manager strategies implemented through discretionary and non-discretionary programs.

Sharon Santopadre is a financial advisor at Integrated Wealth Concepts LLC with 19 years of industry experience. She holds the Series 66 designation and previously worked at Wayne Hummer Investments for 10 years before joining Integrated Wealth Concepts in 2021. Outside of her advisory role, she dedicates a portion of her time to activities involving fixed annuities, fixed life insurance, and long-term care insurance. Integrated Wealth Concepts serves a range of clients including individuals, high-net-worth clients, 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 that emphasize customized portfolios primarily composed of mutual funds, ETFs, equities, and fixed income.

Lihua Zhu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her work history includes roles at Prime Planners Inc and HR-Block, along with her position as an IRS Enrolled Agent providing tax preparation services. She has also been involved with the Xilin Northwest Chinese School and co-owns a small business with Frank Liu. Transamerica Financial Advisors, LLC offers investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers. The firm serves individual investors, employer-sponsored plans, trusts, estates, and charitable organizations through a large network and multiple advisory platforms.

Kristina Baumann is a financial advisor at T. Rowe Price Advisory Services, Inc. with 17 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining T. Rowe Price in 2025, she worked at Principal Securities Inc. and Principal Life Insurance Company. Outside of her advisory role, she owns a real estate investment company focused on short-term rental properties. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, employing tax-aware strategies and Monte Carlo simulations to support retirement income planning.

Brian Luedke is a financial advisor at Commonwealth Financial Network with 30 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to joining Commonwealth in 2023, he spent 21 years at Thrivent Financial for Lutherans and Thrivent Investment Management. Outside of his advisory work, he serves as a Planning Commissioner for the Village of Richmond, Illinois. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing around $213 billion in client assets. The firm offers discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and comprehensive adviser support services.

Craig Anderson is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently affiliated with CWM, LLC and has previously worked at Carson Wealth, Triad Advisors, Inc., and Meyer Financial Services, Inc. Outside of his advisory role, Anderson is also an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, employing a discretionary management approach with model portfolios guided by an in-house Investment Committee.

Matthew Wormley is a CFP®-certified financial advisor with 13 years of experience, currently with Benjamin F. Edwards & Company, Inc. He has been with the firm since 2013. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm offers a range of services including advisory programs, financial planning, investment management, brokerage, insurance products, and M&A advisory, utilizing both proprietary and third-party strategies.

Alfonso Cobb is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He has previously worked with firms including J.P. Morgan Securities LLC and Fidelity Investments. Cobb also serves as an adjunct professor at The American College of Financial Services and California Lutheran University, teaching courses in leadership and behavioral finance. He is managing director of Cobb Consulting Group, LLC, which provides professional training and coaching for students pursuing advanced degrees in organizational leadership. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, and corporations. The firm employs model-driven, asset-allocation strategies and utilizes third-party managers and platforms such as Envestnet, operating as an enterprise-scale adviser with several hundred advisors managing approximately $4.07 billion in client assets.

Albert Smith is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 designations and 11 years of industry experience. His work history includes multiple roles within Transamerica Financial Advisors and affiliations with Ma3 Insurance Inc., Premier Senior Marketing, Inc., and WFGIA. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering a combination of advisory and broker-dealer services. The firm provides proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Nasser Afzali is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His background includes various roles related to tax, accounting, insurance, and pro bono financial training, with involvement in nonprofit organizations such as The Promise Land Charities Inc and volunteer work with Caris Pregnancy Counseling and Resources. He also provides estate planning document preparation through Net Law Inc and supports The Farsi Church in Chicago Land with tax and accounting services. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers a range of advisory and broker-dealer services, combining proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Nathanial Chapel is a Series 65-licensed financial advisor with nine years of industry experience. He is currently with Farther and has operated Chapel Financial Group Inc. since 2017, where he is involved as a president and insurance agent focusing on fixed annuities, Medicare Supplement, life insurance, and long-term care. Chapel has also maintained advisory roles at Tru Financial Strategies under his ownership since 2017. Farther provides discretionary investment management and advisory services mainly to individual investors, trusts, and estates, utilizing a web and mobile platform alongside in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, employing proprietary model portfolios or customized allocations with algorithmic rebalancing, and it integrates AI tools to supplement advisor judgment.

Timothy Urban is a financial advisor with Primerica Advisors, holding a Series 66 designation and 11 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2013. Outside of his advisory role, he serves on the boards of Independence Health & Therapy and the Crystal Lake Chamber of Commerce. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services, including lending solutions and donor-advised funds.

Eric Anderson is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2018. Prior to joining the firm, he worked at Pandora Media for five years. He is also a board member of the Fox River Grove Police Pension Board, overseeing the village police pension fund and disability issues. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser with over 500 advisors, offering a range of services including financial planning, investment management, and retirement consulting to individuals, high-net-worth clients, and institutional investors.

Aldis Elezovic is a financial advisor at Fifth Third Securities, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities and The Huntington Investment Company. Fifth Third Securities serves a wide range of individual and institutional clients through investment advisory and brokerage services, offering multiple program types on the Passageway Managed Account platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides services including mutual fund and ETF models, SMA strategies, tax-overlay services, and direct indexing.

Melissa Streich is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 18 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 15 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and integrated strategies across affiliated teams, providing access to a wide range of tailored wealth management solutions.

Corina Bande Arias is a CFP® and ChFC® with 14 years of industry experience, currently serving as a financial advisor at CWM, LLC. She has held prior roles at Carson Wealth, Fifth Third Bank, Charles Schwab, U.S. Bancorp Investments, and BMO Harris Financial Advisors. Her background includes extensive experience across several major financial institutions. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios, combining fundamental and technical analysis with third-party sub-advisors and customized tools, with a significant focus on retirement plan and institutional services.

Alfonso Ruiz is a financial advisor at Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has been with Fifth Third Bank since 2010. Ruiz joined Fifth Third Securities in 2025 and is based in McHenry, Illinois. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm combines municipal-advisor registration with its affiliation to Fifth Third Bank and offers multiple discretionary managed-account programs featuring direct indexing and tax-overlay services.

Neil Cohen is a financial advisor at CWM, LLC with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at GCD Advisors, LLC for 29 years. Outside of his advisory role, Cohen is a managing partner at Grossman Cohen & Diamond Inc., a CPA accounting firm where he is involved in accounting, tax, and administration. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm employs model portfolios managed by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.