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.

Jeffrey Stensland is a financial advisor with Kestra Advisory who holds the PFS™ designation along with Series 63 and Series 65 licenses. He has 35 years of industry experience, including over 20 years with Kestra Investment Services and a decade at Kestra Advisory. Outside of his advisory role, he serves as president of AFS Group Ltd., which provides administrative support. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including large plan sponsors. The firm provides services such as fiduciary consulting, plan design, and investment advisory, with a client base that includes sovereign wealth funds and other large investors.

Craig Morgan Jr. is a financial advisor with Benjamin F. Edwards & Company, Inc. in St. Charles, IL, holding a Series 66 designation and bringing 20 years of industry experience. He previously worked at Stifel Nicolaus & Co. from 2009 to 2017 before joining Benjamin F. Edwards in 2017. 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 nonprofit organizations, offering a range of advisory programs and investment strategies that include firm-developed and third-party models with ongoing oversight and client customization.

Mark Diorio is a CFA® charterholder with 16 years of industry experience. He has been with Brookstone Capital Management LLC since 2015. The firm provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. Brookstone Capital Management employs a range of investment strategies, including strategic and dynamic asset-allocation models, Unified Managed Accounts, and options-enhanced strategies, while also serving as a sub-advisor to other advisory programs.

James Alexander is a CFP® certified financial advisor at Cerity Partners LLC with 16 years of industry experience. His prior roles include positions at Edge Portfolio Management, TD Ameritrade Investment Management, and Scottrade. Cerity Partners provides customized wealth management services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset-allocation and manager selection strategies, integrating proprietary quantitative screens alongside third-party managers and individual securities.

Robert Strobel III is a CFP® professional with 36 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2021. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC spanning 12 years. He serves as a board member of the Towne Place West Homeowners Association in Schaumburg, 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 and educational organizations, offering a range of advisory programs and investment strategies that combine firm-developed and third-party models with oversight from an Investment Strategy Committee.

Renee Rosenberger is a financial advisor with TLG Advisors, Inc. She holds a Series 66 designation and has four years of industry experience. Her prior work includes positions at The Leaders Group Inc. and Morgan Stanley Private Bank. Outside of advisory work, she is the founder of Bonaventure Solutions, an insurance-related business. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services such as portfolio management, financial and estate planning, and ERISA fiduciary services.

Matthew Anderson is a financial advisor with PNC Wealth Management in Naperville, IL, holding Series 66, Series 63, and Series 65 licenses and 16 years of industry experience. He previously worked at U.S. Bancorp Investments and US Bank from 2016 to 2024. Anderson has been with PNC since 2026. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering that uses algorithmic risk assessment and discretionary model strategies managed by PNC or third parties.

Jennifer Cavalier is a financial advisor with Planmember Securities Corporation, holding a Series 66 license and 19 years of industry experience. She has worked with Veritrust Wealth Management since 2013 and provides income tax preparation services as a proprietor. Planmember Securities Corporation offers retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and providing participant-level investment options through risk-based mutual fund portfolios. The firm emphasizes a top-down strategic asset allocation approach combined with education and support services for plan sponsors and participants.

Craig Morgan is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 credentials and bringing 50 years of industry experience. He has been with Benjamin F. Edwards since 2017, following eight years at Stifel Nicolaus & Co. Benjamin F. Edwards & Company provides investment advice and related services to a broad client base, including individuals, retirement plans, trusts, estates, and corporate clients. The firm offers a range of model-based and customized investment strategies, combining discretionary and non-discretionary programs with ongoing due diligence and portfolio management.

Pu Walpole is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup Global Markets since 2007. The firm serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. Citigroup Global Markets leverages a multi-asset, multi-manager approach with extensive internal research and risk oversight, operating at large institutional scale with capabilities including futures and swap dealing.

Edward Meek is a Certified Financial Planner (CFP®) with 34 years of industry experience. He is currently with Cerity Partners LLC and has previously worked at Edge Portfolio Management, LLC for 21 years and Alpha Cubed Investments, LLC for one year. He is also a licensed independent agent selling life, health, and disability insurance on a limited basis. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, and institutional investors. The firm utilizes tailored asset allocation, manager selection, and proprietary quantitative tools to build client investment programs.

Chad Stein is a financial advisor with TIAA-CREF in Wheaton, IL, holding Series 63 and Series 66 designations and possessing 25 years of industry experience. He has been with TIAA-CREF since 2006. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm combines point-in-time planning with ongoing portfolio management using both model and customized portfolios, and also acts as adviser to a donor-advised fund.

Pavel Yurevich is a CFP® professional at PNC Wealth Management with eight years of industry experience. He has previously worked at Fidelity Investments, Bank of America, Merrill Lynch, and Capital One. Outside of his advisory role, Pavel is an owner and operator of residential rental properties. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm employs algorithm-driven risk assessments and external portfolio delegates, focusing on mutual funds and ETFs with annual rebalancing.

Brian Rapacki is a financial advisor with TIAA-CREF in Wheaton, IL, holding Series 63 and Series 66 licenses and having 19 years of industry experience. He has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals and various entities, often serving clients connected through TIAA-administered retirement plans. The firm operates a fiduciary advisory model with a mix of model and customized portfolios and acts as adviser to a donor-advised fund.

Jorge Palacios Murphy is a financial advisor at &PARTNERS with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing Services LLC and JP Morgan Securities LLC. &PARTNERS serves a diverse client base that includes individual and institutional investors such as retirement plans, charitable organizations, and sovereign wealth funds. The firm offers a combination of investment advisory and brokerage services, utilizing a range of proprietary and third-party investment strategies delivered through platforms like Envestnet.

Derek Ghiotto is a financial advisor with PNC Wealth Management in Naperville, IL, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. He has been with PNC Investments since 2014, including a period at PNC Bank from 2014 to 2017. 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 assessments and allocates investments via mutual funds and ETFs.

Jordan Flowers is a Series 65-registered advisor with Brookstone Capital Management LLC in Wheaton, IL, where he has worked for 10 years. He has a decade of industry experience and maintains a licensed insurance agent role, offering life insurance and annuities through Wealth Financial Services & Tax Advisory. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other entities. The firm employs a range of investment strategies including strategic and dynamic asset allocation models, Unified Managed Accounts, and options-enhanced strategies, supported by proprietary funds and external sub-advisors.

Tyler Glover is a CFA® charterholder with 17 years of industry experience, currently serving as a financial advisor at William Blair since 2014. He holds the Series 63 designation and is based in Geneva, Illinois. 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 private funds through its MB Investments Program.

Anthony Williams is a financial advisor at Voya Financial Advisors, Inc. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Voya, he worked at Park Avenue Securities, Guardian Life Insurance Company, and Northwestern Mutual. Voya Financial Advisors, Inc. serves individual clients, employer-sponsored retirement plans, and charitable and corporate clients, offering financial planning, portfolio management, and brokerage and insurance products. The firm utilizes both affiliated and third-party investment strategies and manages a majority of its assets on a non-discretionary basis.