Craig Anderson is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently with Carson Wealth and CWM, LLC, having previously worked at Meyer Financial Services, Inc. for 20 years and Triad Advisors, Inc. for three years. Outside of advisory work, he is licensed as an insurance agent selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with more than 650 advisors and overseeing approximately $50.6 billion. The firm serves corporate, institutional, and high-net-worth clients with discretionary asset management, financial planning, and retirement plan services, utilizing a model portfolio approach supported by third-party sub-advisors and technology integrations.

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.

Eric Andresen is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at LPL Financial since 2005 and joined NewEdge Advisors in 2023. Andresen is involved in tax preparation and accounting services through Midwest Small Business Accounting. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing model-based strategies and technology tools to support advisors and clients.

Timothy Urban is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and having 12 years of industry experience. He serves on the boards of Independence Health & Therapy and the Crystal Lake Chamber of Commerce. Park Avenue Securities LLC, a subsidiary of Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individual and institutional clients. The firm offers a range of financial planning and investment management solutions, blending advisor-led discretionary management with model-based strategies and proprietary technology platforms.

Dominic Colletti is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2022. Prior to joining Mercer, he worked at Polaris Wealth Advisory Group and Fidelity Investments. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, families, business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified portfolios and offers a range of solutions such as discretionary and non-discretionary management, financial planning, and retirement consulting.

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.

Jason Brooks is a CFP® professional with 28 years of industry experience, currently serving at Independent Financial Partners since 2019. His prior roles include positions at First Heartland Consultants, Inc., First Heartland Capital Inc., Signature Financial Services, Ltd., and Cincinnati Analysts, Inc. Outside of his advisory work, he is involved in bookkeeping, accounting, and tax preparation. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a network of independent Investment Adviser Representatives. The firm supports a decentralized advisory model with a focus on retirement-plan advisory and pension consulting, serving a wide range of individual, charitable, corporate, and high-net-worth clients.

Robert Hanson Jr. is a CFP® certificant with 29 years of experience in the financial advisory industry. He has been with Private Advisor Group, LLC since 2025 after a 36-year tenure at Vermillion Financial Advisors. Mr. Hanson provides investment advice under the business name The Monydr. Private Advisor Group, LLC serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing both proprietary and third-party investment solutions.

Maxwell Bromley is a financial advisor at Mercer Global Advisors Inc. with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Morningstar Investment Services LLC, TD Ameritrade, PeopleFirst Bank, and Midwestern Securities Trading Co. LLC. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach featuring globally diversified, risk-appropriate portfolios with multi-factor tilts and utilizes a variety of implementation options such as ETFs, mutual funds, separate accounts, and direct indexing.

Farah Pradhan is a financial advisor with Eagle Strategies (NY Life) in Hoffman Estates, IL, holding Series 63 and Series 65 licenses and 21 years of industry experience. She has been affiliated with Eagle Strategies since 2011 and has been with New York Life and NYLIFE Securities since 2003 and 2004, respectively. Outside of her advisory role, she owns an insurance brokering business focused on non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, providing financial planning, investment management, and advisory services. The firm offers multiple program types tailored to client objectives and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Linda Wieczorek is a Series 66-licensed financial advisor with nine years of industry experience. She currently works at Mercer Global Advisors Inc. and has held positions at The Colony Group, Buckingham Strategic Wealth, and several other firms. Linda holds active life, health, and variable contracts insurance licenses. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a globally diversified investment approach grounded in Modern Portfolio Theory and utilizes a combination of low-cost funds, separate account managers, and private fund platforms.

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.

Dana De Lance is a CFP® professional with seven years of industry experience. He is currently with Mercer Global Advisors Inc. and has previously worked at Mariner Wealth Advisors, Kovitz Investment Group Partners, and JMG Financial Group. Mercer Global Advisors provides investment advisory and planning services to individuals, families, business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost index vehicles and multi-factor strategies, and offers a range of portfolio management and planning services.

Corina Bande Arias is a CFP® and ChFC® with 14 years of industry experience. She currently works at Carson Wealth and CWM, LLC, having previously held positions at Fifth Third Bank, Charles Schwab Bank, U.S. Bancorp Investments, and BMO Harris Financial Advisors. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, using an Investment Committee to construct model portfolios and providing tailored solutions including custom indexing and access to alternative investments.

Neil Cohen is a financial advisor at Carson Wealth with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at GCD Advisors, LLC for 29 years. Outside of his advisory role, Cohen is a managing member and partner at Grossman Cohen & Diamond Inc, a CPA accounting firm where he spends a significant portion of his time on accounting, tax, and administrative duties. CWM, LLC operates an enterprise platform overseeing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, sub-advisory services, and retirement plan solutions, using model portfolios constructed by an Investment Committee and providing tailored options such as custom indexing and alternative investments.