Joe Hall is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at LPL Financial, Level Four Advisory Services, and Integrated Wealth Concepts, where he has been since 2021. He also engages in entrepreneurial activities related to investment advisory through entities such as Totemic Enterprises, LLC. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income with both long-term and tactical approaches.

J Sidio is a financial advisor at Benjamin F. Edwards & Company, Inc. with 17 years of industry experience. He has been with Benjamin F. Edwards since 2016 and holds Series 63 and Series 65 licenses. 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 fee-based wrap programs, financial planning, and investment management through a variety of portfolios and strategies monitored by an Investment Strategy Committee.

Monica Kaminski is a CFA® charterholder and holds a Series 66 license with eight years of industry experience. She has worked at William Blair since 2022 and previously spent ten years at BMO Harris Bank. Outside of her financial advisory role, she is a skincare consultant for Rodan and Fields. 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 multiple asset classes and offers proprietary models and access to private funds through its integrated investment platform.

Richard Schlesinger is a CFP® with 25 years of industry experience. He has been with Planmember Securities Corporation since 2005 and has operated as a self-employed financial professional since 2000. In addition to his advisory work, he provides tax preparation services and manages fixed annuity products from a home-based practice. Planmember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm offers participant-level investment options through risk-based mutual fund portfolios and supports clients with education, personalized planning, and separation counseling.

Michael Brown is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Citigroup Global Markets since 2018. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, NA. Outside of his advisory role, he owns a rental property in Downers Grove, IL. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including derivatives and futures services.

Paul Schaefer is a Series 66 credentialed financial advisor at Creative Planning with 15 years of industry experience. He has worked at Creative Planning since 2024 and previously was employed at Mutual Securities, Kowal Investment Group, and Raymond James Financial Services. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets.

Linda Dial is a financial advisor at Benjamin F. Edwards & Company, Inc. with 21 years of industry experience. She holds the Series 66 designation and previously worked for Raymond James & Associates for nine years before joining her current firm in 2017. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs and managed investment strategies with oversight from an Investment Strategy Committee, combining custody, execution, and trading services internally.

James Snider is a financial advisor at PlanMember Securities Corporation with nine years of industry experience. He holds the Series 66 designation and has previously worked at Geneva Trading and Allston Trading LLC. Outside of his advisory role, he has been involved with Veritrust Wealth Management, focusing on securities sales and financial services. PlanMember provides retirement-plan advisory services to employers and participants, operating as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios, offering education and support services to plan sponsors and participants.

Curtis Loveday is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 credentials and possessing 36 years of industry experience. He has been with Benjamin F. Edwards & Co. since 2016. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management services, utilizing both strategic and tactical approaches through internal and third-party managed portfolios.

Scott Weinstein is a financial advisor at Ameritas Advisory Services, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Ohio National Financial Services and Lake Michigan Benefit Associates. He is also licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by multiple custodial platforms and third-party tools.

Kenneth Cady is a financial advisor at Integrity Alliance, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Lion Street Advisors, Lion Street Financial, and Wayne Hummer. Outside of his advisory role, he is a singer and songwriter with the Thirsty Boots Band. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisors. The firm offers asset management, financial planning, and retirement plan consulting, utilizing various portfolio management approaches and multiple custodial platforms.

David Blaydes is a CFP® with 47 years of industry experience, currently serving with Stratos Wealth Partners, Ltd. He has held prior roles at LPL Financial LLC, OSAIC, Securities America Advisors, and National Planning Corp. Blaydes is also the author of the book *I Just Got Fired, Now What* and conducts webinar speaking engagements on related topics. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering financial planning, advisor-managed programs, and retirement plan consulting through a network of investment adviser representatives. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party investment strategies, supporting a range of discretionary and non-discretionary management options.

Peter Korbakes is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 licenses. He has 10 years of industry experience and has been affiliated with Eagle Strategies since 2021. In addition to his advisory work, he owns Far and Sure Golf Tours LLC, which facilitates golf trip planning to Ireland, Scotland, and England through partnerships with international golf courses. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm provides tailored advisory solutions across multiple program types and manages a substantial asset base primarily on a non-discretionary basis.

Margherita Johnson is a CFP® with 24 years of experience in the financial services industry. She has been with Lincoln Investment Planning, Inc. since 2011 and also owns Your Broker Financial, where she sells life insurance, fixed annuities, and health, disability, and long-term care insurance. Her background includes nearly two and a half decades in both advisory and insurance roles. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individual investors, high-net-worth clients, trusts, charities, and retirement plans. The firm offers comprehensive financial planning and portfolio management, employing a mix of advisor- and firm-managed model portfolios, third-party managers, and an in-house Investment Management & Research team.

Brian Tarro is a Series 66-credentialed financial advisor with 16 years of industry experience. He is currently with Integrated Wealth Concepts LLC, where he has worked since 2021. Prior to this, Tarro held roles at Level Four Advisory Services and LPL Financial, among others. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors operating under various d/b/a names. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, employing a primarily long-term investment approach with customized portfolios that include mutual funds, ETFs, individual equities, and fixed income.

Julie Gritzenbach is a financial advisor with William Blair, holding Series 63 and Series 65 designations and 26 years of industry experience. She has been with William Blair and Company, L.L.C. since 2004 and also has experience at Bear, Stearns & Co. Inc. since 1998. Additionally, she has been affiliated with Moraine Valley Community College since 1997. William Blair’s Private Wealth Management division provides 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 offers proprietary models, third-party sub-managers, and access to private funds and co-investments.

John Freiburger is a financial advisor at Kestra Advisory with over 35 years of industry experience. He holds the CFP® and ChFC® designations and has been with Kestra since 2016, following a long tenure at Kestra Investment Services, LLC. Freiburger serves as Chairperson of the Board for the nonprofit organization Zero Matters. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse group of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a broad client base that includes large institutional investors and sovereign wealth funds.

Denise Delaney is a Series 66 licensed financial advisor with seven years of experience. She is currently with PNC Wealth Management and has previous experience at Edward Jones, Bank of America, and Merrill Lynch. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend risk bands and employs mutual funds and ETFs with annual rebalancing.

William Melka is a financial advisor at William Blair with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with William Blair since 2014. 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 proprietary models as well as access to private funds and co-investment opportunities.

Richard Bentel Jr. is a financial advisor with PlanMember Securities Corporation in Naperville, IL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked with Veritrust Wealth Management since 2013 and has experience in tax preparation at HR Block. Outside of financial services, he has worked as a delivery person for Domino's Pizza. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach across risk-based mutual fund portfolios and offers education and support services including retirement planning and separation counseling.