Larry Goldberg is a financial advisor with Bankers Life Advisory Services, Inc. in Schaumburg, IL, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has worked at Bankers Life and affiliated entities since 2014 and currently manages a team of agents focused on insurance products for the senior market. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Dana De Lance is a CFP® professional with seven years of industry experience. He is currently with Mercer Global Advisors Inc. and has previously worked at Mariner Wealth Advisors, Kovitz Investment Group Partners, and JMG Financial Group. Mercer Global Advisors provides investment advisory and planning services to individuals, families, business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost index vehicles and multi-factor strategies, and offers a range of portfolio management and planning services.

Corina Bande Arias is a CFP® and ChFC® with 14 years of industry experience, currently serving as a financial advisor at CWM, LLC. She has held prior roles at Carson Wealth, Fifth Third Bank, Charles Schwab, U.S. Bancorp Investments, and BMO Harris Financial Advisors. Her background includes extensive experience across several major financial institutions. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios, combining fundamental and technical analysis with third-party sub-advisors and customized tools, with a significant focus on retirement plan and institutional services.

Robert Achille is a financial advisor with SPC who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He has worked at Sigma Planning Corporation and Sigma Financial Corporation since 2016 and has operated R. J. Achille & Company since 1975. He also provides accounting services through his CPA firm, R.J. Achille & Company, and is an independently licensed insurance agent. SPC offers investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a broad advisory network and delivers tailored investment advice, primarily through discretionary client accounts, with custody services provided through Fidelity/NFS.

Robert Wayne is a financial advisor at SPC with 45 years of industry experience. He holds Series 63 and Series 65 designations and has been with Sigma Planning Corp. since 1998 and Sigma Financial Corporation since 1995. Outside of his advisory work, he serves as a commissioner for the Lake Forest Cemetery Commission. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisors. The firm offers portfolio management, financial planning, and ERISA-related retirement services, with an investment approach that emphasizes client suitability and offers both discretionary and nondiscretionary options.

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 at CWM, LLC with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at GCD Advisors, LLC for 29 years. Outside of his advisory role, Cohen is a managing partner at Grossman Cohen & Diamond Inc., a CPA accounting firm where he is involved in accounting, tax, and administration. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm employs model portfolios managed by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

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.

Juan Galaviz is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2015, including his current role since 2022, with a one-year tenure at U.S. Bancorp Investments in between. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

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.

Jer Sheng Chen is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has concurrent roles at Blue Cross Blue Shield of Illinois and TRATON R&D US, LLC, working as a health insurance producer and technical specialist, respectively. Chen’s background includes engineering and health insurance production alongside his advisory work. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio approach supported by third-party managers and offers multiple advisory platforms such as Transamerica ONE and TFA365.

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.

Jonathan Henkels is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Savant Wealth Management and The Northern Trust Company. Outside of financial services, he has experience linked to beverage distribution companies. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a combination of model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms, leveraging third-party technology and a broad product set to accommodate various client needs.

Mark Friese is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has operated multiple financial and consulting ventures, including Friese Financial Advocates, Inc. and Canvas Financial, and is involved in marketing for financial services through FFA Sports Management. Additionally, he is a partner in an LLC formed to manage recreational real estate assets. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of portfolio management approaches, including model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and third-party technology.

Ronald Dickstein is a financial advisor with Eagle Strategies (NY Life) based in Deerfield, IL. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. His career includes roles at Mass Mutual Investors Services, Signator Investors, Inc., and Equitable Advisors. Additionally, he is appointed as an insurance broker with outside carriers for non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis.

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.

Richard Ceffalio Jr. is a financial advisor at NewEdge Advisors with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, Wells Fargo, UBS Financial Services, and A.G. Edwards & Sons. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad suite of services including portfolio management, financial planning, retirement plan consulting, and access to sponsored advisory programs, utilizing multiple program structures and technology tools to support advisor and client needs.

Mark Lockyer is a CFP® professional at PNC Wealth Management with 14 years of experience in the financial services industry. His career includes roles at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors, as well as running his own firm, Lockyer Investments LLC, for one year. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessments to manage portfolios with mutual funds and ETFs. The firm employs third-party strategists and delegates portfolio implementation, with features such as annual rebalancing and limited direct client contact with strategists.

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.