Dennis Anderson is a CFP® professional with 34 years of experience in the financial industry. He has worked at Benjamin F. Edwards & Company, Inc. since 2013, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. In addition to his financial advisory work, he owns and operates a grain and livestock farm in Viola, Illinois. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a wide range of clients, offering services including financial planning, investment management, and retirement plan consulting through a team of more than 500 advisors.

Benjamin Krotky is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 credential and beginning his industry experience in 2026. Prior to joining Bankers Life, he worked in various roles including positions at United Parcel Service and educational institutions. In addition to his advisory role, he is licensed as an insurance agent, brokering Medicare-related health insurance plans through Blue Cross Blue Shield. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach focuses on customized asset allocation, periodic rebalancing, tax efficiency, and a combination of fundamental, technical, and cyclical analysis.

Rod Russell is a financial advisor at Farther with 13 years of industry experience. He has held positions at BNY Mellon and J.P. Morgan prior to joining Farther. Outside of his advisory role, he coordinates property development activities for Lake Roots Holdings, LLC. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, utilizing proprietary model portfolios, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income, supplemented by AI tools under internal review.

Nicholas Bova is a CFP®-credentialed advisor at &PARTNERS with 13 years of industry experience. He previously worked at Wells Fargo for 13 years before joining &PARTNERS in 2026. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, supported by both discretionary and non-discretionary account management.

James Argentine is a CFP® professional with 17 years of industry experience, currently serving as an advisor at SPC since 2014. He also operates as an independent insurance agent specializing in life, accident, and health insurance, and runs a sole proprietorship under the name Prospective Financial. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans, offering portfolio management, financial planning, and ERISA-related retirement services through a network of over 460 advisers managing approximately $5.66 billion in assets.

Pranav Singh is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Crystal Lake, IL, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. He previously worked at J.P. Morgan Securities and Jpmorgan Chase Bank NA for over a decade before joining Fifth Third in 2022. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio management via its Passageway Managed Account Platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Anthony Ceffalio is a financial advisor with NewEdge Advisors holding a Series 66 designation and two years of industry experience. His prior work history includes roles at LPL Financial and Athletico. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisors. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Benjamin Heizer is a Series 65-licensed financial advisor with Foundations Investment Advisors LLC, bringing three years of industry experience. He has also been principal and owner at Thrive Wealth Group, formerly Heizer Financial Group, since 2008, where he provides insurance and retirement planning services. Foundations Investment Advisors serves a broad client base including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm offers tailored financial planning and portfolio management using a mix of fundamental, technical, and cyclical analysis, as well as sub-advisory arrangements through a network of affiliated offices.

David Hatton is a CFP®-designated financial advisor with 27 years of industry experience. He is currently with &PARTNERS and previously worked at Old National Bank, LPL Financial, and First Midwest Bank. &PARTNERS serves a diverse clientele, including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering investment management, financial and tax planning, and ERISA 3(21) consulting. The firm employs a range of strategies incorporating fundamental, technical, and quantitative analysis and utilizes both proprietary and third-party portfolio management.

Sherwin Lesk is a CFP® professional with 24 years of experience in financial advising. He has worked at Hightower Advisors since 2017 and was previously with Leonetti & Associates, LLC for 11 years. Lesk has also practiced law as a licensed attorney in Illinois, dedicating less than 10% of his time to this activity. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm employs a multi-manager investment approach, utilizing both affiliated and third-party managers, and offers a range of portfolio management and consulting services.

Lynn Zak is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 designations and over 22 years of industry experience. She has been with Fifth Third Securities since 2002 and is also affiliated with Fifth Third Bank, where she has worked since 1982. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Robin Stone is a financial advisor with Hightower Advisors who holds the CFP® designation and Series 63 and 65 licenses. He has 26 years of industry experience, including 11 years at Leonetti & Associates and nine years at Hightower Advisors. He is based in Buffalo Grove, Illinois. Hightower Advisors serves a diverse range of individual and institutional clients, offering portfolio management, financial planning, and retirement plan consulting. The firm emphasizes multi-manager solutions and uses both affiliated and third-party managers, incorporating proprietary research and a variety of investment vehicles in its advisory approach.

Donald Baran is a financial advisor with TLG Advisors, Inc. holding a Series 66 license and five years of industry experience. His professional background includes roles at The Leaders Group Inc., FSG, Pizza Hut, Edward Jones, Weiman Products, and EMCO Chemical Distributors. He also works as an insurance wholesaler for fixed insurance products directly with financial advisors through FSG. TLG Advisors, Inc. serves a wide range of clients including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm focuses on manager selection and ongoing portfolio monitoring using fundamental analysis and Modern Portfolio Theory, offering services through independent representatives, sub-advisors, and a direct-to-consumer digital program called Starlight Portfolios.

Robert Fenby is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and 12 years of industry experience. He has been with Hornor, Townsend & Kent since 2012 and has a concurrent role at Penn Mutual Life Insurance Company dating back to 2011. Fenby is also involved in life insurance brokerage through multiple roles, including Regional Marketing Director at Penn Mutual, Senior Vice President at Insurance Wholesale Solutions, and proprietor of Fenby Life Insurance Planning. Hornor, Townsend & Kent serves a diverse client base including individuals, trusts, businesses, charitable organizations, and retirement plans. The firm offers advisory programs, financial planning, and retirement plan consulting, combining SEC-registered advisory services with broker-dealer capabilities and managing over $8 billion in discretionary assets.

Eric Eimen is a financial advisor at William Blair with five years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining William Blair in 2022, he worked at BMO Private Bank from 2011 to 2022. 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 clients access to proprietary models, third-party sub-managers, and private investment opportunities.

Harvey Kaluzna is a financial advisor at SPC with 35 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Kaluzna has been associated with Sigma Financial Corporation since 2006 and concurrently operates Kaluzna Financial and Evergreen Investment Advisors, LLC since 2004. Outside of his advisory roles, he is involved in the sale of various insurance products and group health plans through his firms. SPC serves a diverse clientele including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement services, employing a range of discretionary and nondiscretionary strategies supported by formal succession and compliance protocols.

Quinn Schneider is a financial advisor at Beacon Pointe Advisors, LLC with six years of industry experience. He holds a Series 65 credential and has previously worked at Altavista Wealth Management Inc. and Mission Health. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive investment strategies across public and private asset classes.

Michael Leonetti is a CFP® professional with 32 years of industry experience, currently serving as an advisor at HighTower Advisors since 2017. He previously led Leonetti & Associates, LLC from 2008 to 2019. HighTower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment strategies.

Dominic Defazio is a CFP® with 20 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2011. He is also the owner of Aqua Body Floats, a business focused on designing upholstery for recreational activities. Fifth Third Securities, Inc. 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 with features such as direct indexing and tax-overlay services, distinguishing itself through its municipal-advisor registration and affiliation with Fifth Third Bank.

Todd Bessey is a CFP® with 31 years of industry experience and is currently affiliated with Integrated Wealth Concepts LLC. He previously worked at Wayne Hummer Investments for 17 years before joining Integrated Wealth Concepts in 2021. Integrated Wealth Concepts serves individuals, 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, focusing on customized portfolios that combine internal management and third-party asset manager oversight.