Victor Champney is a financial advisor with Transamerica Financial Advisors, holding Series 63, 65, and 66 licenses and bringing 17 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and is also involved with The UTC Tax Busters and Inheritguard, LLC. Outside of finance, he operates a music studio, provides music lessons, and performs as a member of a musical band. Transamerica Financial Advisors serves a wide range of clients including individuals, employer-sponsored retirement plans, trusts, and charitable organizations. The firm delivers advisory services primarily through model portfolios and third-party managers, supported by a large advisor network and multiple program platforms.

Thomas Bartley is a financial advisor with TLG Advisors, Inc. He holds Series 63 and Series 66 licenses and has 41 years of industry experience. His prior firms include Meritage, The Leaders Group Inc, Securities America, Highland Capital Brokerage, Investacorp, and Capital PSF. Bartley has also worked as an independent insurance agent for over 50 years. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory and portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Dane Sauer is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Schaumburg, IL. He has been with Mercer since 2016 in various roles. Mercer Global Advisors provides investment advisory and financial planning services to individuals, families, small business owners, plan sponsors, and non-profits. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and other strategies, and offers a broad range of specialized services including retirement plan consulting and family office solutions.

Frank Nemeth is a financial advisor with NewEdge Advisors in Arlington Heights, IL, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A.G. Edwards & Sons. 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 provides a range of services including portfolio management, financial planning, retirement plan consulting, and access to sponsored advisory programs, using multiple program structures and technology tools to support its advisors and clients.

Nathan Freeman is a financial advisor with Wealthspire Advisors, holding Series 65 and Series 66 licenses and 24 years of industry experience. His prior roles include positions at Independent Financial Partners, Rudwall Wealth Management, LPL Financial, American Century Investment Services, and Allspring Funds Management. Outside of finance, he owns PKJ LLC, a healthcare services referral business. Wealthspire Advisors serves individuals, corporations, nonprofits, and foundations with wealth management, financial planning, and retirement-plan consulting. The firm employs an institutional-style asset allocation framework and offers a range of services including trustee offerings and third-party platform support for held-away accounts.

Charles Williams is a CFP® professional with 35 years of experience in the financial services industry. He has worked with Independent Financial Partners since 2010 and previously served at LPL Financial and IFP Securities, LLC. Williams is also an adjunct professor at Northwestern University School of Continuing Studies, where he teaches a retirement planning and employee benefits course. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a focus on retirement-plan advisory and pension consulting services.

Jeffrey Perkins is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also serves on the board of Marengo Area Outreach Enterprises. Outside of finance, he manages Perkins Farm, which sells hay and beef. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm employs a model portfolio approach using third-party managers and proprietary solutions delivered through multiple platforms.

Giacomo Palazzolo is an investment advisor representative with TLG Advisors, Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at The Leaders Group, Inc. since 2013 and Resource Insurance and Financial Group since 2003. In addition to his advisory role, he is involved in insurance and group benefits businesses and serves as a notary public. TLG Advisors serves individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm offers investment supervisory services, portfolio management, financial planning, and fiduciary services, with an investment approach centered on manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory.

Calla Gorman is a Series 66-licensed financial advisor with 11 years of industry experience. She currently works at Independent Financial Partners and has held roles at several firms including Sheridan Road Advisors, LPL Financial, and Merrill. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting.

Anthony Scott is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Citigroup Global Markets since 2008. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of advisory programs and execution services. The firm combines large institutional scale with specialized market roles, including in-house research and derivative services, providing multi-asset, multi-manager strategies implemented through discretionary and non-discretionary programs.

Sharon Santopadre is a financial advisor at Integrated Wealth Concepts LLC with 19 years of industry experience. She holds the Series 66 designation and previously worked at Wayne Hummer Investments for 10 years before joining Integrated Wealth Concepts in 2021. Outside of her advisory role, she dedicates a portion of her time to activities involving fixed annuities, fixed life insurance, and long-term care insurance. Integrated Wealth Concepts serves a range of clients 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, and sponsors wrap-fee programs that emphasize customized portfolios primarily composed of mutual funds, ETFs, equities, and fixed income.

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.

Kristina Baumann is a financial advisor at T. Rowe Price Advisory Services, Inc. with 17 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining T. Rowe Price in 2025, she worked at Principal Securities Inc. and Principal Life Insurance Company. Outside of her advisory role, she owns a real estate investment company focused on short-term rental properties. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, employing tax-aware strategies and Monte Carlo simulations to support retirement income planning.

James Benages is a financial advisor with TLG Advisors, Inc. based in Arlington Heights, Illinois. He holds Series 63 and Series 66 registrations and has 17 years of industry experience. His prior work includes roles at Edward Jones, The Leaders Group Inc, LPL Financial, and J.P. Morgan Securities, among others. TLG Advisors, Inc. serves a wide range of clients including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, and offers both traditional advisory services and a direct-to-consumer digital program called Starlight Portfolios.

Eric Anders is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Gurnee, IL, holding Series 63 and Series 65 credentials and 26 years of industry experience. He previously worked at BMO Harris Financial Advisors, Inc. for 11 years before joining Fifth Third Securities in 2017. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through investment advisory and brokerage services. The firm offers a variety of investment programs via its Passageway Managed Account Platform, utilizing multiple third-party portfolio managers and strategies such as mutual funds, SMAs, tax-overlay services, and direct indexing.

Brian Luedke is a financial advisor at Commonwealth Financial Network with 30 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to joining Commonwealth in 2023, he spent 21 years at Thrivent Financial for Lutherans and Thrivent Investment Management. Outside of his advisory work, he serves as a Planning Commissioner for the Village of Richmond, Illinois. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing around $213 billion in client assets. The firm offers discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and comprehensive adviser support services.

Craig Anderson is a financial advisor with CWM, LLC, holding a Series 66 designation and 19 years of industry experience. His work history includes roles at Carson Wealth, Triad Advisors, Inc., and Meyer Financial Services, Inc. Since 2003, he has also been licensed as an insurance agent, selling life, health, disability insurance, annuities, and long-term care products. CWM, LLC is an enterprise platform managing approximately $50.6 billion through a network of over 650 advisors. The firm serves corporate, institutional, and high-net-worth clients, offering discretionary asset management, financial planning, and retirement plan services supported by an Investment Committee and various third-party solutions.

Matthew Wormley is a CFP®-certified financial advisor with 13 years of experience, currently with Benjamin F. Edwards & Company, Inc. He has been with the firm since 2013. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm offers a range of services including advisory programs, financial planning, investment management, brokerage, insurance products, and M&A advisory, utilizing both proprietary and third-party strategies.

Brian Kotowski is a financial advisor with &PARTNERS in Arlington Heights, IL, holding a Series 66 designation and seven years of industry experience. He previously worked at UPS for six years and Wells Fargo Advisors, LLC for 20 years. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charities, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, and retirement plan services using a combination of fundamental, technical, and quantitative analysis alongside both proprietary and third-party strategies.