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.

James Alexander is a CFP® certified financial advisor at Cerity Partners LLC with 16 years of industry experience. His prior roles include positions at Edge Portfolio Management, TD Ameritrade Investment Management, and Scottrade. Cerity Partners provides customized wealth management services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset-allocation and manager selection strategies, integrating proprietary quantitative screens alongside third-party managers and individual securities.

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.

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.

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.

Richard Kasher is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Independent Financial Group since 2009 and is also the owner of Diversified Tax Services, Inc., a tax preparation and consulting firm. In addition to his advisory role, Kasher provides consulting services related to business valuation and forensic analysis. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement services, utilizing multiple advisory programs and third-party asset managers to meet diverse client needs.

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.

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.

Edward Meek is a Certified Financial Planner (CFP®) with 34 years of industry experience. He is currently with Cerity Partners LLC and has previously worked at Edge Portfolio Management, LLC for 21 years and Alpha Cubed Investments, LLC for one year. He is also a licensed independent agent selling life, health, and disability insurance on a limited basis. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, and institutional investors. The firm utilizes tailored asset allocation, manager selection, and proprietary quantitative tools to build client investment programs.

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.

Christopher Karam is a financial advisor with Independent Financial Partners in Schaumburg, IL, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Independent Financial Partners since 2011 and previously held roles at LPL Financial and Sheridan Road Financial, LLC. Karam also serves as a Supervisor of Cuba Township in Barrington, Illinois, overseeing the township’s operations and finances. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform focused on individualized investment strategies and is noted for its retirement-plan advisory and pension consulting services.

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.

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.

Sharon Zumstein is a financial advisor with Empower Advisory Group holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Fidelity Investments, Bank of America, Merrill, and TD Ameritrade. Outside of financial advising, she is an independent contractor at Century 21, holding an Illinois real estate license. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns through integrated services tied to Empower’s administrative platforms.

David Mcfeggan Jr. is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at LPL Financial since 2006 and joined NewEdge Advisors in 2023. Outside of his advisory roles, he has been involved in tax preparation and insurance-related business activities. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management, financial planning, and consulting services and employs multiple program structures supported by centralized due diligence and technology tools.

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.