David Polhill is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors, Strategic Advisers LLC, and Fidelity Brokerage Services LLC. He also operates as an insurance agent through his sole proprietorship. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, and corporations. The firm offers a variety of fee-based wrap programs and investment strategies managed by both internal and third-party managers, supported by several hundred advisors and tens of billions in assets under management.

Jessica Park is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and seven years of industry experience. Her career includes roles at JWFS Equities, JPMorgan Chase Bank, J.P. Morgan Securities, and PNC Bank. She has been with Empower Advisory Group since 2025. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through an integrated platform connected to Empower’s recordkeeping and administrative systems. The firm emphasizes long-term portfolio returns and client savings rates, delivering both point-in-time financial plans and managed account solutions.

Sarah Lall is a financial advisor at Fifth Third Securities, Inc. with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fifth Third Securities since 2014. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options, including direct indexing and tax-overlay services, and operates as a wholly owned subsidiary of Fifth Third Bank.

Michael Benstein is a financial advisor at William Blair with 14 years of industry experience. His prior roles include positions at Charles Schwab, Enova International, and Capgemini Consulting. He holds Series 63 and Series 66 designations. 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 active, research-driven management across multiple asset classes and provides proprietary models, third-party sub-managers, and access to private funds through its MB Investments Program.

Jennifer Chung is a Certified Financial Planner (CFP®) with 19 years of industry experience. She is currently an advisor at Corient and has previously worked at Balasa Dinverno Foltz LLC and Morgan Stanley. Corient provides investment advisory and financial planning services to a diverse clientele, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and uses risk management tools and stress testing to align portfolios with client objectives.

Satya Rangaraju is a financial advisor with Eagle Strategies (NY Life) based in Barrington, IL, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Ample Wealth Strategies LLC and Northwestern Mutual. Outside of advisory work, he is involved in insurance brokering through International Insurance Agency Inc. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Scott Svoboda is a financial advisor at Farther with nine years of industry experience. He holds a Series 65 designation and has worked previously at Royal Fund Management, LLC DBA Tru Financial Strategies. Svoboda is also president of Svoboda Financial Group, Inc., where he operates an independent insurance agency focused on fixed annuities, Medicare supplements, life insurance, and long-term care. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios or bespoke allocations, algorithmic rebalancing, and a selection of exchange-traded funds, mutual funds, individual equities, and fixed income.

Marzena Hanek is a financial advisor at Mercer Global Advisors Inc. with 21 years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at T. Rowe Price Advisory Services, Inc. and Invest Financial Corporation. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, and other strategies.

Jeremy Frazer is a CFA® charterholder with 19 years of industry experience, currently serving as a financial advisor at William Blair since 2014. He holds Series 63 and Series 65 licenses and is based in Geneva, Illinois. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across various asset classes and offers proprietary models and access to private funds and co-investment opportunities.

Jason Giambarberee is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials. He has been with the firm since 2026 and has previous experience in real estate sales. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms.

Joseph Holakovsky is a financial advisor with PNC Wealth Management in Elgin, IL, holding a Series 66 designation and 13 years of industry experience. He has been with PNC Investments since 2016. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and manages investments via approved model strategies with mutual funds and ETFs.

Eric Jones is a CFA® charterholder with one year of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior roles include positions at Edge Financial Advisors, Capstone Financial Advisors, Mizuho Securities LLC, and Legal & General Investment Management America. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing, using proprietary quantitative screens alongside third-party managers and individual securities as appropriate.

Thomas Herzing is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has been with Mercer since 2015. 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 nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor tilts, supported by various implementation options and a range of affiliated service lines.

Kyle Martin is a financial advisor with Commonwealth Financial Network based in Wheaton, IL. He holds the CFP® designation and has 11 years of industry experience. Prior to joining Commonwealth and founding Murphy Financial Group, he worked at firms including MML Investors Services, Mass Mutual Life Insurance Company, Lenox Advisors, Inc., and Invesco Advisers, Inc. Outside of his advisory work, Martin is involved in Medicare product referrals through a separate business activity. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and services. The firm provides operational, trading, technology, compliance, and practice-management support, enabling advisors to offer diverse investment solutions including discretionary model portfolios and personalized indexing options.

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.

Daniel Hedge is a CFP® professional with ten years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory role, Hedge is active in local business communities as chair of committees for the St. Charles and Elgin Chambers of Commerce and serves as a guest speaker at Village Bible Church. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and institutions. The firm offers a range of discretionary and non-discretionary wrap programs utilizing mutual fund and ETF model strategies, separate accounts, and custom portfolios, supported by an internal trading desk and an Investment Strategy Committee.

Franklin Montes is a financial advisor at Corient with a Series 65 credential. He has been with Corient since 2025 and has prior experience that includes four years at the University of Wisconsin - Madison. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporations. The firm uses a goals-based, team-oriented investment approach that integrates in-house and third-party strategies, continuous portfolio monitoring, and risk management tools.

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.

Julie Bucaro is a CFP®-credentialed financial advisor with 14 years of industry experience. She is currently with Corient, where she has worked since 2022, following a 13-year tenure at Balasa Dinverno Foltz LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools and alternative investments as appropriate.

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.