John Freiburger is a financial advisor at Kestra Advisory with over 35 years of industry experience. He holds the CFP® and ChFC® designations and has been with Kestra since 2016, following a long tenure at Kestra Investment Services, LLC. Freiburger serves as Chairperson of the Board for the nonprofit organization Zero Matters. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse group of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a broad client base that includes large institutional investors and sovereign wealth funds.

William Melka is a financial advisor at William Blair with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with William Blair since 2014. William Blair’s Private Wealth Management division offers 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 proprietary models as well as access to private funds and co-investment opportunities.

Kari Beyer is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She previously worked at Stifel Nicolaus & Co. from 2009 to 2017 before joining her current firm. Beyer serves as a board member for the Waterford Oaks Home Association in Aurora, Illinois, where she reviews landscaping needs and budget matters. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, pension plans, and charitable organizations. The firm offers fee-based wrap programs, financial planning, and retirement consulting, using a range of managed strategies and maintaining custody and execution capabilities uncommon among peers.

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.

Richard Bentel Jr. is a financial advisor with PlanMember Securities Corporation in Naperville, IL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked with Veritrust Wealth Management since 2013 and has experience in tax preparation at HR Block. Outside of financial services, he has worked as a delivery person for Domino's Pizza. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach across risk-based mutual fund portfolios and offers education and support services including retirement planning and separation counseling.

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 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.

Jennifer Cavalier is a financial advisor with Planmember Securities Corporation, holding a Series 66 license and 19 years of industry experience. She has worked with Veritrust Wealth Management since 2013 and provides income tax preparation services as a proprietor. Planmember Securities Corporation offers retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and providing participant-level investment options through risk-based mutual fund portfolios. The firm emphasizes a top-down strategic asset allocation approach combined with education and support services for plan sponsors and participants.

James Juengling is a financial advisor at Independent Financial Group, LLC with 49 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Juengling has been with Independent Financial Group since 2010 and has owned Juengling & Associates, an insurance agency, since 1972. He is also a member of the National Association of Insurance and Financial Advisors and has served on the Illinois Legislative Council since 2016. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse client base including high-net-worth individuals and institutional clients.

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.

Kevin Sanders is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and 11 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 work history includes roles at Guardian Wealth Advisory Group and Sanders Financial Services Inc. AE Wealth Management is a registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered investment approach that combines model portfolios from multiple sources with discretionary management and financial planning services.

Robert Richardson is a financial advisor with Integrity Alliance, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 32 years of industry experience and has worked with firms including IZALE Financial Group and Lion Street Advisors. Outside of advisory work, he owns an online retail business, Cultivated Community LLC. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of independent advisers. The firm offers continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a range of portfolio construction approaches across multiple custodial platforms.

Jorge Palacios Murphy is a financial advisor at &Partners with 14 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing Services, JP Morgan Securities, and JPMorgan Chase Bank. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a variety of analytical approaches and investment strategies, managing accounts through both in-house advisors and third-party managers.

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.

Steven Doyle is a financial advisor at &Partners in Naperville, IL, holding Series 63 and Series 66 licenses with 11 years of industry experience. Prior to joining &Partners in 2025, he worked at Wells Fargo Clearing Services LLC for six years and Calamos Financial Services LLC for five years. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of investment management and advisory services using a combination of proprietary and third-party strategies, supported by the Envestnet portfolio platform and NFS brokerage infrastructure.

Lisa Paulosky is a financial advisor at &PARTNERS with 23 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years. Outside of her advisory role, she serves as a notary public in North Aurora, Illinois. &PARTNERS serves a broad mix of individual and institutional clients, providing investment management, financial and tax planning, ERISA 3(21) consulting, and brokerage services. The firm employs a variety of investment strategies and utilizes both proprietary and third-party managers, with services offered on discretionary and non-discretionary bases.

Mara Lombardi is a Series 66-licensed financial advisor with Benjamin F. Edwards & Company, Inc. in Wheaton, Illinois, and has three 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 SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, corporations, and institutions. The firm offers a range of fee-based wrap programs and investment management consulting, with strategies managed internally and by third parties, supported by an Investment Strategy Committee.

Marcia Gregory is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 22 years of industry experience. She has worked at Benjamin F. Edwards since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she serves as a trustee managing investments for family members. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, institutions, and charitable organizations through fee-based wrap programs, financial planning, and investment consulting. The firm offers a range of managed strategies monitored by an Investment Strategy Committee and operates an internal equity and fixed-income trading desk.