Kevin Sanders is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and 11 years of industry experience. He is also the owner and sole proprietor of The Sanders Law Firm, where he provides legal services including real estate closing advice and estate planning. His work history includes roles at Guardian Wealth Advisory Group and Sanders Financial Services Inc. AE Wealth Management is a registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered investment approach that combines model portfolios from multiple sources with discretionary management and financial planning services.

Richard Kasher is a financial advisor with Independent Financial Group, LLC in Schaumburg, IL, holding Series 63 and Series 65 registrations and bringing 31 years of industry experience. He has been with Independent Financial Group since 2009 and is also the sole owner of Diversified Tax Services, Inc., where he serves as an officer and director providing accounting and tax consulting services. Kasher is involved in consulting engagements related to business valuation and forensic analysis. Independent Financial Group, LLC offers investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm utilizes a model-driven investment approach combining passive and active strategies, with portfolio management and financial planning delivered through multiple platforms and third-party asset managers.

Robert Richardson is a ChFC® credentialed financial advisor with 33 years of industry experience. He is currently with Integrity Alliance, LLC and has held roles at firms including IZALE Financial Group and Lion Street Financial. Outside of advisory work, he owns and operates an online retail store through Cultivated Community LLC. Integrity Alliance, LLC is a large advisor network serving a diverse client base that includes individual investors, corporations, and qualified retirement plans. The firm provides portfolio management, financial planning, and a range of advisory programs, employing various allocation strategies through discretionary accounts, model portfolios, and third-party sub-advisers.

Preeti Gupta is an advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 credentials and currently located in Wheeling, IL. She has been with Fifth Third Bank since 2022 and joined Fifth Third Securities in 2026. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account platform, allowing clients to select strategies tailored to their risk profiles.

Katelyn Depew is a Series 66-licensed financial advisor with 14 years of industry experience. She currently works at Mercer Global Advisors Inc. and previously spent 11 years at TIAA-CREF and Tiaa. 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 follows an investment approach based on Modern Portfolio Theory with globally diversified portfolios implemented through low-cost ETFs, index funds, separate account managers, and other strategies.

Nicole Mayer is a financial advisor at Allworth Financial, L.P. with 19 years of industry experience. She holds a Series 66 designation and has worked at firms including Arbor Point Advisors and Securities America. Outside of her advisory role, Mayer is an author and consultant for Senior Services of Illinois, focusing on life and health insurance. Allworth Financial is a fee-based SEC-registered adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using various model strategies and employs third-party sub-advisers when appropriate.

Sarah Tobolski is a CFA® charterholder with eight years of industry experience. She has worked at William Blair since 2017 and previously spent three years at DiMeo Schneider. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients. The firm applies active, research-driven management across multiple asset classes and provides proprietary models and access to private funds and co-investment opportunities.

Timothy Reid is a financial advisor with Eagle Strategies (NY Life) based in Arlington Heights, IL. He holds Series 63 and Series 65 licenses and has over 15 years of experience in the financial services industry, including roles at New York Life Insurance Company and NYLIFE Securities LLC. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through multiple program types and focuses primarily on non-discretionary assets, working within an integrated New York Life affiliate structure.

Scott Biestek is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. He has been affiliated with Commonwealth since 2013 and operates Biestek Wealth Management, LLC, where he is involved in both advisory services and insurance sales. In addition, Biestek maintains a law practice as an attorney. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

John O'Callaghan is a financial advisor with SPC in Mount Prospect, IL, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 52 years of industry experience and has been with Sigma Planning Corporation and Sigma Financial Corporation since 2014. Outside of his advisory role, he is an independently licensed insurance agent operating under Touch Financial Group in Northfield, IL. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and a range of ERISA-related retirement plan services, delivering both discretionary and nondiscretionary management through a large network of advisers.

Sandra Nies is a financial advisor at Fifth Third Securities, Inc. with eight years of industry experience. She holds Series 63 and Series 65 licenses. Her prior roles include positions at Huntington National Bank, Park Avenue Investment Advisory, River Street Advisors, Old Second National Bank, and BMO Harris Financial Advisors. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers various managed account programs on the Passageway platform, utilizing multiple third-party portfolio managers and strategies such as SMA, tax-overlay, and direct indexing.

John Rousos is a financial advisor at TLG Advisors, Inc. with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Highland Capital Brokerage and Investacorp Advisory Services. He is also involved in wholesaling and insurance-related activities through FSG. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves 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.

Christopher Karam is a financial advisor with Independent Financial Partners in Schaumburg, IL, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Independent Financial Partners since 2011 and previously held roles at LPL Financial and Sheridan Road Financial, LLC. Karam also serves as a Supervisor of Cuba Township in Barrington, Illinois, overseeing the township’s operations and finances. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform focused on individualized investment strategies and is noted for its retirement-plan advisory and pension consulting services.

Kyle Odeshoo is a financial advisor at CWM, LLC with a Series 65 credential. He has been in the industry since 2026, with prior experience at Carson Wealth and March McLennan Agency. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and more than 600 advisors. The firm manages discretionary accounts using model portfolios overseen by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Lucas Weis is a CFP® and holds a Series 66 license with nine years of industry experience. He is currently with &PARTNERS and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. &PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and ERISA 3(21) consulting, utilizing a mix of fundamental, technical, and quantitative analysis through discretionary and non-discretionary account management.

Sharon Zumstein is a Series 66-licensed financial advisor with seven years of industry experience. She is currently with Empower Advisory Group and Empower Financial Services, having previously worked at Fidelity Investments, Bank of America, Merrill, and TD Ameritrade. Zumstein also holds an Illinois real estate license and works as an independent contractor with Century 21. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services through Empower’s recordkeeping and administrative platforms. The firm’s approach includes point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.

George Yost is a financial advisor at &PARTNERS with a Series 66 designation and four years of industry experience. His prior roles include positions at Merrill, BANK of AMERICA, N.A., Old National Bank, and LPL Financial. Yost served in the United States Marine Corps for two years. &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 mix of fundamental, technical, and quantitative strategies, with both discretionary and non-discretionary account management.

Annette Hammortree is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been associated with Guardian Life Insurance Company and Park Avenue Securities since 2005. Outside of her advisory role, she serves as a board member for PACT, Inc. and Lifes Plan Inc., organizations focused on support and trustee services for people with disabilities. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage, advisory, and financial planning services. The firm employs a range of investment strategies through proprietary and third-party portfolios and provides various account-level services such as lending solutions and donor-advised fund options.

Allison Swanson is a financial advisor at Creative Planning with one year of industry experience. She holds the ChFC® and Series 63 designations. Prior to joining Creative Planning, she worked at Sageview Advisory Group and Cetera Wealth Services, LLC. Outside of financial advising, she provides private softball pitching lessons through her business, Coach A Softball Stars. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led approach that integrates low-cost indexing, tax-loss harvesting, and selective private market exposure.

Erica Berning is a financial advisor with Eagle Strategies (NY Life) in Deerfield, IL, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has been with Eagle Strategies since 2012 and maintains concurrent roles with Nylife Securities LLC and New York Life Insurance Co. Berning serves on the boards of the Cadence Cares Foundation and Beat The Streets Chicago, both nonprofit organizations focused on community programs. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.