Corina Bande Arias is a CFP® and ChFC® with 14 years of experience in the financial services industry. She currently works at CWM, LLC and Carson Wealth, having previously held roles at Fifth Third Bank, Charles Schwab Bank, U.S. Bancorp Investments, and BMO Harris Financial Advisors. CWM, LLC is an SEC-registered investment adviser managing about $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, retirement plan services, and uses a model portfolio approach overseen by an Investment Committee, providing tailored investment solutions and ongoing portfolio oversight.

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.

Neil Cohen is a financial advisor with CWM, LLC, holding Series 63 and Series 65 licenses and 22 years of industry experience. He previously worked at GCD Advisors, LLC for nearly three decades and is also a partner and managing member of Grossman Cohen & Diamond Inc., a CPA accounting firm where he spends significant time on accounting, tax, and administrative responsibilities. CWM, LLC operates an enterprise platform managing approximately $50.6 billion through over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, with an investment approach guided by an Investment Committee that uses both fundamental and technical inputs to construct and monitor model portfolios.

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.

Carin Roman is a CFP® professional with 21 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2020. Prior to this, she worked for CCP, Inc. for 14 years. 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’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios with multi-factor tilts and a variety of implementation options.

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.

James Jaramillo is a financial advisor at Independent Financial Partners with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including LPL Financial and Sheridan Road Advisors. Outside of his advisory role, he serves as a board member for the Brighton Ridge Homeowners Association in Mequon, Wisconsin. 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, and features a notable retirement-plan advisory and pension consulting capability.

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.

James Goehl is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 license and with 41 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including advisory programs, financial planning, retirement plan consulting, investment management consulting, brokerage services, insurance products, and select M&A advisory services.

Richard Ceffalio Jr. is a financial advisor with NewEdge Advisors and holds Series 63 and Series 66 licenses. He has 31 years of industry experience, including previous roles at LPL Financial, Wells Fargo Clearing, UBS Financial Services, and A. G. Edwards & Sons. Outside of his advisory work, Mr. Ceffalio is a licensed insurance agent. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, as well as institutions through a network of independent advisers. The firm offers a broad range of services such as portfolio management, financial planning, and retirement consulting, utilizing multiple program structures and technology tools to support advisors and clients.

Benjamin Oxley is a financial advisor at William Blair with a Series 66 designation and three years of industry experience. His career includes roles at William Blair since 2018 and prior positions at Colliers International, Aon Risk Solutions, Duke Realty, and Northwestern University. 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 multiple asset classes and provides clients with access to proprietary models, third-party sub-managers, and private investment opportunities.

Amber Sutton is a financial advisor at Fifth Third Securities, Inc. with 14 years of industry experience. She holds Series 63 and Series 65 registrations and has worked at Fifth Third Securities and Fifth Third Bank since 2018. Prior to that, she was with NYLIFE Securities LLC and New York Life Insurance Company from 2014 to 2018. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs through its Passageway platform, combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, and is noted for its municipal-advisor registration and affiliation with Fifth Third Bank.

Deborah Feldman is a CFP® professional with 28 years of industry experience. She has worked at Hightower Advisors since 2017 and previously spent 11 years at Leonetti & Associates, LLC. Feldman is based in Buffalo Grove, IL. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory model emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

Danuta Durkiewicz is a CFP® with 10 years of industry experience, currently serving as a financial advisor at PNC Wealth Management. Her prior work includes roles at MissionSquare Investment Services, Bank of America, Merrill, and Fifth Third Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio option that employs algorithm-driven risk assessment and third-party-managed investment models.

Timothy Oman is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and 66 licenses and bringing 20 years of industry experience. He has worked at Benjamin F. Edwards since 2015 and previously spent five years at Wells Fargo Clearing. Outside of his advisory role, he serves as a football coach at Alden Hebron High School and Woodstock North High School District 200. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, high-net-worth clients, and institutions. The firm offers a range of services such as financial planning, investment management, and retirement plan consulting, utilizing proprietary strategies alongside third-party model portfolios and operating an internal trading desk.

Ryan Fuell is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses. His prior work experience includes roles at Fifth Third Bank, Home Depot, the University of Iowa, and Joanie's Pizzeria of Long Grove. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individual, charitable, corporate, and institutional clients. The firm combines multiple managed-account options with unique features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Phillip Bucaro is a financial advisor with TLG Advisors, Inc. in Arlington Heights, IL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has held roles at Resource Insurance and Financial Group, The Leaders Group Inc, Pinnacle IFS Inc, and Insource Inc. Outside of his advisory work, he is involved in providing insurance and investment products to small businesses through KAPPLE & APPLE Insurance Benefits & Financial Services. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, combining fundamental analysis and Modern Portfolio Theory in its investment approach.

Adam Hillebold is a financial advisor with Eagle Strategies (NY Life) based in Schaumburg, IL. He holds Series 63 and Series 66 licenses and has nine years of industry experience. Prior to joining Eagle Strategies in 2024, he worked at NYLIFE Securities LLC and New York Life Insurance Company since 2017 and at Tovar Snow Professionals Inc from 2014 to 2017. He is also licensed as an insurance broker, working part-time in that capacity. Eagle Strategies serves a diverse client base, including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its regulatory assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Bradley Gempeler is a financial advisor at &Partners with 27 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining &Partners in 2024, he worked at Wells Fargo Clearing for eight years. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutional clients, offering investment management, financial and tax planning, and consulting services. The firm employs a combination of fundamental, technical, and quantitative analysis with both proprietary and third-party strategies, and operates as both a registered investment adviser and a broker-dealer.

Kyle Crowley is a financial advisor with NewEdge Advisors in Arlington Heights, IL, holding a Series 66 credential and 10 years of industry experience. His prior work includes roles at LPL Financial and Wells Fargo Clearing. Outside of his advisory work, he is involved with the Northwest Chargers Hockey Association. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of services including portfolio management, financial planning, and access to sponsored advisory programs, with an investment approach that combines in-house manager selection, third-party model portfolios, and advisor discretion.