Susan Winklebleck is a financial advisor with TIAA-CREF in Palatine, IL, holding a Series 66 designation and 14 years of industry experience. She has been with TIAA-CREF and TIAA since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm provides separate broker-dealer services, acts as adviser to a donor-advised fund, and employs a fiduciary standard within its RIA services.

James Juengling is a financial advisor with Independent Financial Group, LLC, holding the ChFC® designation and Series 63 and Series 65 licenses, with 49 years of industry experience. He has been with Independent Financial Group since 2010 and is the owner of Juengling & Associates, providing various types of insurance since 1972. He is also a longstanding member of the National Association of Insurance and Financial Advisors and serves on the Illinois Legislative Council. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm employs model-driven portfolio construction and manager selection combining passive and active strategies across a range of risk profiles.

Sarah Tobolski is a CFA® charterholder with eight years of industry experience. She has worked at William Blair since 2017 and previously spent three years at DiMeo Schneider. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients. The firm applies active, research-driven management across multiple asset classes and provides proprietary models and access to private funds and co-investment opportunities.

Scott Biestek is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. He has been affiliated with Commonwealth since 2013 and operates Biestek Wealth Management, LLC, where he is involved in both advisory services and insurance sales. In addition, Biestek maintains a law practice as an attorney. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Sandra Nies is a financial advisor at Fifth Third Securities, Inc. with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Huntington National Bank, Park Avenue Investment Advisory, and BMO Harris Financial Advisors. 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 offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and multiple platform partnerships.

John Rousos is a financial advisor at TLG Advisors, Inc. with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Highland Capital Brokerage and Investacorp Advisory Services. He is also involved in wholesaling and insurance-related activities through FSG. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Kyle Odeshoo is a financial advisor at CWM, LLC with a Series 65 credential. He has been in the industry since 2026, with prior experience at Carson Wealth and March McLennan Agency. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and more than 600 advisors. The firm manages discretionary accounts using model portfolios overseen by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Sharon Zumstein is a Series 66-licensed financial advisor with seven years of industry experience. She is currently with Empower Advisory Group and Empower Financial Services, having previously worked at Fidelity Investments, Bank of America, Merrill, and TD Ameritrade. Zumstein also holds an Illinois real estate license and works as an independent contractor with Century 21. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services through Empower’s recordkeeping and administrative platforms. The firm’s approach includes point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.

Annette Hammortree is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been associated with Guardian Life Insurance Company and Park Avenue Securities since 2005. Outside of her advisory role, she serves as a board member for PACT, Inc. and Lifes Plan Inc., organizations focused on support and trustee services for people with disabilities. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage, advisory, and financial planning services. The firm employs a range of investment strategies through proprietary and third-party portfolios and provides various account-level services such as lending solutions and donor-advised fund options.

Katharine Lois is a financial advisor at Benjamin F. Edwards & Company, Inc. with four years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for six years before joining her current firm. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, corporations, and institutions. The firm offers a range of investment management and financial planning services through consolidated wrap programs that include both discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

Allison Swanson is a financial advisor at Creative Planning with one year of industry experience. She holds the ChFC® and Series 63 designations. Prior to joining Creative Planning, she worked at Sageview Advisory Group and Cetera Wealth Services, LLC. Outside of financial advising, she provides private softball pitching lessons through her business, Coach A Softball Stars. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led approach that integrates low-cost indexing, tax-loss harvesting, and selective private market exposure.

Jessica Park is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and seven years of industry experience. Her career includes roles at JWFS Equities, JPMorgan Chase Bank, J.P. Morgan Securities, and PNC Bank. She has been with Empower Advisory Group since 2025. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through an integrated platform connected to Empower’s recordkeeping and administrative systems. The firm emphasizes long-term portfolio returns and client savings rates, delivering both point-in-time financial plans and managed account solutions.

Sarah Lall is a financial advisor at Fifth Third Securities, Inc. with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fifth Third Securities since 2014. 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 options, including direct indexing and tax-overlay services, and operates as a wholly owned subsidiary of Fifth Third Bank.

Satya Rangaraju is a financial advisor with Eagle Strategies (NY Life) based in Barrington, IL, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Ample Wealth Strategies LLC and Northwestern Mutual. Outside of advisory work, he is involved in insurance brokering through International Insurance Agency Inc. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Scott Svoboda is a financial advisor at Farther with nine years of industry experience. He holds a Series 65 designation and has worked previously at Royal Fund Management, LLC DBA Tru Financial Strategies. Svoboda is also president of Svoboda Financial Group, Inc., where he operates an independent insurance agency focused on fixed annuities, Medicare supplements, life insurance, and long-term care. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios or bespoke allocations, algorithmic rebalancing, and a selection of exchange-traded funds, mutual funds, individual equities, and fixed income.

Jason Giambarberee is a financial advisor at Empower Advisory Group with Series 66 and Series 63 designations. He has experience in real estate sales and advisory roles dating back to 2012 and joined the financial services industry in 2024. Outside of financial advising, he has maintained a real estate career with @properties since 2020. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage clients. The firm integrates its services closely with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio strategies and participant engagement through managed account options.

Ernesto Aranda is a CFP® and Series 66 credentialed advisor with nine years of industry experience. He is currently with The Huntington Investment Company and has prior experience at Ameriprise Financial Services, Bank of America, and Merrill. He has also been affiliated with DePaul University for ten years. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. Its programs use an open-architecture model combining third-party sub-managers and proprietary Private Bank models, offering various wrap-fee programs on the Envestnet MAS platform.

Victor Champney is a financial advisor with Transamerica Financial Advisors, holding Series 63, 65, and 66 licenses and bringing 17 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and is also involved with The UTC Tax Busters and Inheritguard, LLC. Outside of finance, he operates a music studio, provides music lessons, and performs as a member of a musical band. Transamerica Financial Advisors serves a wide range of clients including individuals, employer-sponsored retirement plans, trusts, and charitable organizations. The firm delivers advisory services primarily through model portfolios and third-party managers, supported by a large advisor network and multiple program platforms.

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.

Frank Nemeth is a financial advisor at NewEdge Advisors with 34 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Wells Fargo Advisors LLC, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm provides a range of portfolio management, financial planning, and consulting services, utilizing both in-house and third-party strategies along with technology tools to support advisor and client needs.