Thomas Cleland is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has 20 years of industry experience. Cleland has worked at Benjamin F. Edwards & Co. since 2016. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse range of clients including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management, utilizing a variety of managed strategies and an internal trading desk.

Sarah Taylor is a financial advisor at Benjamin F. Edwards & Company, Inc. with one year of industry experience. She previously worked at TD Ameritrade for two years and took a hiatus from the industry between 2007 and 2018. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, institutions, and charitable organizations. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management services, utilizing a range of actively and passively managed portfolios monitored by an Investment Strategy Committee.

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.

Zachary Bohlin is a financial advisor at Sanctuary Advisors, LLC with a Series 66 designation. He has one year of industry experience and previously worked for Robert Bosch LLC for 11 years. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan consulting, and access to various managed account platforms, employing multiple analytical approaches and acting as a fiduciary when advisory agreements are in place.

Nick Summa is a financial advisor with Fifth Third Securities, Inc. in Naperville, IL, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. He has been with Fifth Third Securities since 2009 and affiliated with Fifth Third since 2007. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing, tax-overlay services, and access to FIWA-sponsored fund strategist programs, operating as a subsidiary of Fifth Third Bank.

Jacob Paoletti is a financial advisor with Kestra Advisory, holding a Series 65 credential and four years of industry experience. Prior to joining Kestra, he worked at Fourth Piece, LLC and held positions at several country clubs and a high school. Outside of his advisory role, he also works as a food delivery courier. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Lindsay Blaney is a CFP® and Series 66 professional with nine years of experience in the financial services industry. She is currently with Integrated Wealth Concepts LLC and previously worked at Level Four Advisory Services and LPL Financial, where she has been affiliated since 2007. Integrated Wealth Concepts LLC serves a diverse client base 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, emphasizing customized portfolios with a long-term investment approach and incorporating both internally managed strategies and third-party asset managers.

Paul Oblon is a financial advisor at &Partners with Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory role, he serves as treasurer for the Purdue University Phi Kappa Psi alumni network. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, supported by Envestnet and NFS platforms.

Kenneth Dryfhout is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2022. Prior to that, he worked at BCU for 10 years. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, institutions, and charitable organizations. The firm offers a wide range of fee-based investment and financial planning services through discretionary and non-discretionary wrap programs that incorporate multiple managed strategies and investment vehicles.

Jeffrey Nolan is a financial advisor at Commonwealth Financial Network with 40 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at Securities America Advisors, Riverstone Wealth Partners, and INVEST Financial Corp. Nolan is also involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and a broad client base. The firm provides a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Albert Smith is a financial advisor at Transamerica Financial Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Liberty Tax Service, Premier Senior Marketing, Ma3 Insurance, and Wfgia. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, providing proprietary and third-party model portfolios with discretionary and non-discretionary management 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.

Linda Sabo is a financial advisor with Benjamin F. Edwards & Company, Inc. in Wheaton, IL. She holds a Series 66 designation and has 16 years of industry experience, all with Benjamin F. Edwards. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, and investment consulting services supported by a large network of advisors and extensive assets under management.

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.

Katherine Morris is a CFP® professional with 22 years of industry experience, currently serving at Planmember Securities Corporation. She has held positions at Veritrust Wealth Management since 2013 and was a member of the Oswego Police Pension Board from 2010 to 2018. In addition to her financial advisory work, she is involved in a non-investment administrative business. 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 and manages risk-based mutual fund portfolios while offering participant education and support services.

Whitney King is a financial advisor at PNC Wealth Management with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, and JPMorgan Chase. Outside of finance, she performs as a singer-guitarist in an Alice in Chains tribute band. PNC Wealth Management offers retail brokerage and advisory services primarily through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessment and invests via mutual funds and ETFs.

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.

Mark Metz is a CFP® and holds a Series 66 license, with five years of industry experience. He is currently with Creative Planning, where he has worked since 2023. Prior to that, he was at The Vanguard Group, Inc from 2021 to 2023 and Vermillion Financial Advisors in 2020. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by tax-loss harvesting, individually managed strategies, and selective private market exposure.

Sara Zappani is a financial advisor with Kestra Advisory, holding a Series 66 credential and nine years of industry experience. She has been with Kestra Advisory since 2016 and also serves as office manager for Partners Wealth Management, where she manages day-to-day operations. Additionally, she is involved as a member of SORELLE Development, LLC, contributing to property research and development management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services that include fiduciary consulting, plan design, employee education, and advisor-managed accounts.

George Dogandjiev is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at JPMorgan Chase Bank, J.P. Morgan Securities, and Star Logistics Solutions LLC. Outside of his advisory role, he owns Level Solutions LLC, a business consulting firm. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm combines bank affiliation with a municipal-advisor registration and provides multiple discretionary managed-account options, including direct indexing and tax-overlay services.