Matthew Wormley is a Certified Financial Planner (CFP®) with 13 years of experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2013. He holds the Series 66 designation and is based in Woodstock, Illinois. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs and investment strategies that include firm-developed and third-party models, with ongoing oversight from an Investment Strategy Committee.

Brian Kotowski is a financial advisor at &PARTNERS with a Series 66 designation and seven years of industry experience. He previously worked at UPS for six years and Wells Fargo Advisors, LLC for twenty years. &PARTNERS serves a diverse client base including individual and institutional investors such as retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory and brokerage services using a combination of proprietary models and third-party managers across discretionary and non-discretionary portfolio management.

Alfonso Cobb is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He has previously worked with firms including J.P. Morgan Securities LLC and Fidelity Investments. Cobb also serves as an adjunct professor at The American College of Financial Services and California Lutheran University, teaching courses in leadership and behavioral finance. He is managing director of Cobb Consulting Group, LLC, which provides professional training and coaching for students pursuing advanced degrees in organizational leadership. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, and corporations. The firm employs model-driven, asset-allocation strategies and utilizes third-party managers and platforms such as Envestnet, operating as an enterprise-scale adviser with several hundred advisors managing approximately $4.07 billion in client assets.

Jack Gentile is a Series 66–licensed financial advisor with William Blair in Arlington Heights, IL, having three years of industry experience. His work history includes multiple periods at William Blair interspersed with time as a student, as well as a role at MBS Textbooks and earlier work with the Arlington Heights Park District. William Blair’s Private Wealth Management division offers 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 equities, fixed income, and alternative strategies, providing proprietary models and access to affiliated private funds through its MB Investments Program.

Mary Bronton is a financial advisor at &PARTNERS with 32 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 17 years. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services, financial planning, ERISA consulting, retirement plan management, and investment banking, utilizing both proprietary and third-party strategies through the Envestnet platform.

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.

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.

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.

Dominic Colletti is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2022. Prior to joining Mercer, he worked at Polaris Wealth Advisory Group and Fidelity Investments. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, families, business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified portfolios and offers a range of solutions such as discretionary and non-discretionary management, financial planning, and retirement consulting.

Eric Anderson is a CFP®-certified financial advisor with Benjamin F. Edwards & Company, Inc., where he has worked since 2018. He has eight years of industry experience, including five years at Pandora Media prior to his current role. Anderson serves as a board member of the Fox River Grove Police Pension Board, overseeing pension fund and disability matters. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of investment management and advisory services utilizing both firm-developed and third-party model strategies.

Jason Brooks is a CFP® professional with 27 years of experience in the financial services industry. He is currently with Independent Financial Partners and IFP Securities, LLC, where he has worked since 2019. His prior experience includes roles at First Heartland Consultants, Inc., Signature Financial Services, Ltd, and First Heartland Capital Inc. Outside of advisory work, Brooks is involved in bookkeeping, accounting, and tax preparation through a separate business activity. 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 notable capabilities in retirement-plan advisory and pension consulting.

Robert Hanson Jr. is a CFP® with 28 years of industry experience, currently serving at Private Advisor Group, LLC since 2025. Prior to this, he worked at Vermillion Financial Advisors for 36 years. He provides investment advice through a business named The Monydr alongside his role at Private Advisor Group. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for a broad range of clients including individuals, trusts, estates, and corporate retirement plans. The firm offers portfolio management, financial planning, and access to third-party asset managers, employing various investment strategies and supporting held-away account management through technology partnerships.

Michael Courtney is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and maintains significant in-house research and market functions alongside large institutional-scale capabilities.

Kathryn Buchta is a financial advisor at &PARTNERS with one year of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing Services, Wells Fargo Advisors, World Market, Office Day Solutions, and Wintrust. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm operates as both a registered investment advisor and broker-dealer, offering investment advisory, brokerage, financial planning, retirement plan consulting, and investment banking services.

Maxwell Bromley is a financial advisor at Mercer Global Advisors Inc. with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Morningstar Investment Services LLC, TD Ameritrade, PeopleFirst Bank, and Midwestern Securities Trading Co. LLC. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach featuring globally diversified, risk-appropriate portfolios with multi-factor tilts and utilizes a variety of implementation options such as ETFs, mutual funds, separate accounts, and direct indexing.

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.

Linda Wieczorek is a financial advisor at Mercer Global Advisors Inc. with nine years of industry experience. She holds a Series 66 designation and has worked at several firms including The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Thrivent Investment Management Inc. She currently holds active life, health, and variable contracts insurance licenses. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of advisory services including investment management, financial, tax, retirement and estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor tilts and regular rebalancing.

Aldis Elezovic is a financial advisor at Fifth Third Securities, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities and The Huntington Investment Company. Fifth Third Securities serves a wide range of individual and institutional clients through investment advisory and brokerage services, offering multiple program types on the Passageway Managed Account platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides services including mutual fund and ETF models, SMA strategies, tax-overlay services, and direct indexing.

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.