George Arocha is a financial advisor with Madison Avenue Securities, LLC, holding CFP® and ChFC® designations and over 44 years of industry experience. He has been with Madison Avenue Securities since 2006 and also serves as owner and president of GA Financial Advisors, Inc., where he provides financial planning services including the sale of life and health insurance products. Madison Avenue Securities, LLC serves individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of investment advisory and financial planning services through various account platforms and strategies.

David Narish is a financial advisor at Arete Wealth Advisors, LLC with 27 years of industry experience. He holds a Series 66 designation and has previously worked at Center Street Advisors, Inc. and Center Street Securities, Inc. In addition to his advisory role, Narish is an independent insurance agent licensed since 1985, focusing primarily on life insurance sales. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model-based allocation strategies and acts as an ERISA fiduciary when applicable.

Patrick Halpin is a financial advisor at Interactive Financial Advisors with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Interactive Financial Advisors since 2016 and previously at Brooklight Place Securities, Inc. from 2009 to 2017. Outside of investment advisory, he owns a business specializing in insurance sales and service, including life, health, disability, and fixed annuities. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations by providing portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models across risk profiles and utilizes ETFs and mutual funds within branded programs, using tools like Modern Portfolio Theory and the TIFIN Wealth Risk tool to guide investment decisions.

Uma Murthy is a financial advisor with StoneX Advisors Inc. and holds a Series 66 designation, bringing 25 years of industry experience. Prior to joining StoneX in 2019, she was involved with U-WIN Investment for 28 years. Outside of her advisory role, she owns and manages several businesses focused on medical student placement services and insurance sales. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm utilizes a range of advisor-managed and model-based investment solutions supported by proprietary and third-party platforms.

Donald Zolfo is a CFP® certificant with 12 years of industry experience, currently serving as an advisor at Sowell Management since 2020. He previously worked at 83rd Street Wealth Management, LLC from 2016 to 2020. Outside of advisory work, he is also involved in insurance sales and service, dedicating time to that activity outside trading hours. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple investment management styles and offers model portfolios, third-party manager selection, and unified managed account solutions through various platforms.

Douglas Schultz is a financial advisor with Eagle Strategies (NY Life) based in Frankfort, IL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been affiliated with New York Life Insurance Company since 1991 and Nylife Securities Inc. since 1993. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored advice and implements solutions across multiple program types, with the majority of its assets managed on a non-discretionary basis.

Julie Gritzenbach is a financial advisor with William Blair, holding Series 63 and Series 65 designations and 26 years of industry experience. She has been with William Blair and Company, L.L.C. since 2004 and also has experience at Bear, Stearns & Co. Inc. since 1998. Additionally, she has been affiliated with Moraine Valley Community College since 1997. William Blair’s Private Wealth Management division provides discretionary and non-discretionary 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 offers proprietary models, third-party sub-managers, and access to private funds and co-investments.

Ryan Guertin is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. He has previously worked at Buckingham Strategic Wealth, Ameriprise Financial Services, PNC Bank, and Edward Jones. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate and institutional clients, providing investment management, financial counseling, family office and wealth services, and retirement plan fiduciary services. The firm follows a long-term, tax- and fee-sensitive investment approach using a combination of fundamental and quantitative analysis and offers a wide range of investment strategies and affiliated service companies.

Andrew Schneider is a CERTIFIED FINANCIAL PLANNER™ professional with seven years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, RJM Wealth Management Inc, Midland States Bank, Ozinga, and Olivet Nazarene University. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth clients, family offices, corporations, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing fundamental and quantitative analysis, third-party managers, and various investment strategies, while offering an integrated platform with a range of affiliated service companies and product relationships.

William Jennrich is a financial advisor with Empower Advisory Group in Frankfort, Illinois, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Cetera Financial Specialists LLC, and West Suburban Bank. He serves as president of the Frankfort Lions Club, overseeing meetings and directing the club's fundraising and community support activities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Angela Burdelik is a financial advisor at William Blair with 29 years of industry experience. She holds Series 63 and Series 65 designations and has been with William Blair & Company L.L.C. since 1992. Based in New Lenox, IL, she has spent her entire career at the firm. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm utilizes active, research-driven management across multiple asset classes and provides clients access to proprietary models, third-party sub-managers, and private investment opportunities.

Brenda Long is a financial advisor at Principal Financial Services with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Principal Securities since 2003 and Principal Life Insurance Co. since 2000. She is also designated as a bank officer at Principal Bank and Principal Trust Company, supporting retirement plan account relationships across multiple Principal entities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Michelle Dunigan is a financial advisor with The Huntington Investment Company and holds a Series 66 designation. She has 18 years of industry experience, including roles at BMO Harris Financial Advisors and LPL Financial. Dunigan is currently based in New Lenox, IL. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs on the Envestnet MAS platform, utilizing an open-architecture model that combines third-party and affiliate investment strategies.

Mark Smith is a financial advisor at Focus Partners Wealth, LLC with 28 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining Focus Partners Wealth, he worked at Buckingham Strategic Wealth, LLC and The Colony Group, LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients. The firm offers a range of wealth management services and employs a long-term, tax- and fee-sensitive investment approach with a focus on enhanced open architecture and integration across managed and held-away assets.

Michelle Griffith is a financial advisor at Citigroup Global Markets with 34 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Citigroup Global Markets since 2016. Outside of her advisory role, she serves on the boards of two nonprofit organizations, Beacon Therapeutic Diagnostic and Treatment Center and Advocate United Church of Christ, focusing on fundraising and growth development. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and execution capabilities.

Justin Stuursma is a financial advisor with LPL Financial in Frankfort, IL, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Edward Jones and Retirement Advisors Inc. Outside of advising, he coaches sports and fitness at Lincoln Way East High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Christopher Giehon is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. He has worked with Bank of America, Merrill, Equitable Advisors, AXA Advisors, and MassMutual, among others. Outside of his advisory role, he owns Red Asset Capital LLC, a limited liability company that manages a modest real estate portfolio. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, and charitable organizations.

Edgar Wright is a financial advisor at LPL Financial with 14 years of industry experience. He holds a Series 66 designation and has previously worked at StoneX Advisors Inc., Morgan Stanley, and Edward Jones. Wright is also involved in a wealth and retirement planning business under EAW Wealth & Retirement Planning LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, supported by research and model portfolios from LPL Research and third-party subadvisors.

Steven Swanson is a CFP® professional with 26 years of industry experience, currently associated with LPL Financial since 2016. Based in Frankfort, IL, he holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in a real estate rental business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of financial planning and advisory programs, utilizing model portfolios and research to support diversified investment strategies.

Logan Bailey is a financial advisor with Edward Jones based in Peotone, IL, holding a Series 66 designation and eight years of industry experience. His career includes prior roles at Merrill and LB Financial Group/Osaic/Securities America. Bailey serves as a board member for the Gibson County Community Foundation, where he advises on local charitable needs. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large national network of financial advisors and branch offices.