Ronald Newman is a financial advisor with PNC Wealth Management, holding Series 66 and Series 63 credentials and 20 years of industry experience. His prior roles include positions at Merrill and Bank of America, N.A. He is also a minority owner and consultant at Silver Millennium Publishing, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees that uses approved model strategies managed by PNC or third-party strategists and invests in mutual funds and ETFs with annual rebalancing.

Timothy Urban is a financial advisor with Primerica Advisors, holding a Series 66 designation and 11 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2013. Outside of his advisory role, he serves on the boards of Independence Health & Therapy and the Crystal Lake Chamber of Commerce. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services, including lending solutions and donor-advised funds.

Matthew Bloom is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2013 and 2015, respectively. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with comprehensive oversight and maintains unique market roles, including swap dealer and futures commission merchant activities.

Lawrence Lazar is a financial advisor with United Planners Financial Services of America and holds a Series 66 credential. He has 28 years of industry experience, including prior roles at Western International Securities, Kovack Advisors, and Kovack Securities. He is also president and CEO of Lazar Financial, a marketing entity, and works as a realtor in Highland Park, IL. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through independent investment adviser representatives. The firm manages approximately $12.77 billion in assets and offers a combination of advisory and brokerage services with a focus on both discretionary and non-discretionary account management.

Steven Schaumberger is a financial advisor at TLG Advisors, Inc. with 33 years of industry experience. His prior work includes roles at Winged Keel Group, NFP, and The Leaders Group dba Simplicity Investments. He is also actively involved in community and professional organizations, serving as president of the Harvard Business School Club of Chicago and holding board and volunteer roles with several local organizations. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm employs a manager selection and monitoring process grounded in fundamental analysis and Modern Portfolio Theory, offering both sub-advisor managed portfolios and a direct-to-consumer digital program called Starlight Portfolios.

Charles Beech Jr. is a financial advisor at SPC with 23 years of industry experience. He holds a Series 66 designation and has been with SPC and Sigma Financial Corporation since 2006. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies through discretionary and nondiscretionary management options.

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.

Paul Arnold is a CFA® charterholder with over 20 years of experience in the financial industry. He is currently with Mesirow Financial Investment Management, Inc. and previously worked for Morningstar Investment Management, LLC for 19 years. Mesirow Financial Investment Management, Inc. offers discretionary and non-discretionary investment management and financial planning services to a range of clients including individuals, pension plans, government entities, and charitable organizations. The firm employs a quantitative and qualitative due diligence process across various asset classes and provides access to third-party managers as well as proprietary private investment products.

Robert Wayne is a financial advisor at SPC with 45 years of industry experience. He holds Series 63 and Series 65 designations and has been with Sigma Planning Corp. since 1998 and Sigma Financial Corporation since 1995. Outside of his advisory work, he serves as a commissioner for the Lake Forest Cemetery Commission. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisors. The firm offers portfolio management, financial planning, and ERISA-related retirement services, with an investment approach that emphasizes client suitability and offers both discretionary and nondiscretionary options.

Edna Rachal is a financial advisor with Eagle Strategies (NY Life) based in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked with Eagle Strategies since 2022 and has been affiliated with New York Life entities since 2008. Outside of her advisory role, she serves as president of the Women’s Ministry and co-chair of Women’s Day at St. Paul AME Church. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored advice across multiple program types and manages predominantly non-discretionary assets, particularly focusing on retirement investors and plan sponsors within an integrated New York Life affiliate structure.

Alfonso Ruiz is a financial advisor at Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has been with Fifth Third Bank since 2010. Ruiz joined Fifth Third Securities in 2025 and is based in McHenry, Illinois. 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 combines municipal-advisor registration with its affiliation to Fifth Third Bank and offers multiple discretionary managed-account programs featuring direct indexing and tax-overlay services.

Raymond Lombardi is a financial advisor at William Blair with 18 years of industry experience. He holds a Series 66 designation and has been with William Blair & Co since 2006. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and offers proprietary models and access to private funds and co-investment opportunities.

William Kasten is a financial advisor with William Blair, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has been with William Blair & Company L.L.C. since 1997. Outside of his advisory role, he is a principal in a boat and net storage business in West Bend, Wisconsin. 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 and access to private funds through its MB Investments Program.

Gregory Hilgenberg is a financial advisor at PNC Wealth Management with 18 years of industry experience. He has been with PNC since 2010 and holds Series 63 and Series 66 licenses. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and primarily invests in mutual funds and ETFs with annual rebalancing.

Connor Morse is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and 11 years of industry experience. Prior to joining Wealth Enhancement Advisory Services in 2021, he worked at SVA Plumb Wealth Management, LLC from 2015 to 2020. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers comprehensive financial planning, asset management, and specialized retirement plan consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Laurel Rettig is a financial advisor at Mesirow Financial Investment Management, Inc. with 17 years of industry experience. She holds the Series 66 designation and has been with Mesirow Financial since 2008. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to a broad range of clients, including individuals, pension plans, government entities, and charitable organizations. The firm utilizes both third-party managers and proprietary private investment products, applying quantitative and qualitative due diligence across various asset classes and offering access to specialized strategies and affiliated feeder funds.

Jonathan Henkels is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 registrations and bringing six years of industry experience. His work history includes roles at firms such as Savant Wealth Management and The Northern Trust Company. Outside of financial advising, he is involved with Garfield's Beverage Warehouse. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm utilizes a variety of discretionary and non-discretionary programs featuring in-house and third-party investment solutions, and maintains integration with Ameritas affiliates to offer a broad platform of advisory services.

Mark Friese is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes roles at Ameritas Investment Corp, Canvas Financial, and Friese Financial Advocates, Inc., which he owns. Outside of advising, he is involved in marketing for financial services through FFA Sports Management and is a partner in an LLC managing a recreational water ski lake. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies with a focus on both individual clients and plan sponsors.

James Farmer is a financial advisor at TLG Advisors, Inc. with 17 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes roles at The Leaders Group, Inc. since 2016 and Windy City Financial Planners and FSG since 2009. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm’s investment approach focuses on manager selection and monitoring using fundamental analysis and Modern Portfolio Theory to build diversified portfolios, with services delivered through a network of independent representatives and sub-advisors.

Joseph Andre is a financial advisor with Mesirow Financial Investment Management, Inc., holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. He has worked at Mesirow Financial since 2018 and previously held roles at U.S. Bancorp Investments and Bankers Life Securities. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including individuals, pension plans, government entities, and institutional clients. The firm employs both proprietary and third-party investment strategies, with a focus on asset allocation, due diligence, and access to private investment products.