Alec Kozuch is a CFP® and Series 66-licensed financial advisor with eight years of industry experience. He is currently affiliated with Carson Wealth and has held roles at Kfa Partners, Cetera Wealth Services, Twenty Two Wealth Management, and LPL Financial. Kozuch is a part owner and financial professional at Twenty Two Wealth Management and Kfa Partners, LLC, both financial services firms. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under advisement. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to design model portfolios and provide tailored investment solutions integrated with major custodians and technology providers.

Jacob See is a financial advisor at NewEdge Advisors with three years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, Napa Auto Parts, North Central College, and Hampshire High School. Outside of advising, he provides tax preparation and accounting support through Midwest Small Business Accounting and Tax. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers comprehensive portfolio management, financial planning, retirement consulting, and access to third-party managers through multiple program structures supported by centralized due diligence and technology tools.

Alexander Fernbach is a CFP® professional at Benjamin F. Edwards & Company, Inc. with three years of industry experience. His prior work includes roles at Schumann Financial, CETERA Financial Specialists LLC, JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. Benjamin F. Edwards & Company is a broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of advisory and brokerage services, including managed solutions that utilize proprietary strategies and third-party models across equity and fixed income portfolios.

Michael Lemaich is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has been with Brookstone Capital Management since 2013 and also owns Global Fund Management LLC, where he acts as an insurance agent. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning services through a turnkey asset management platform and wrap-fee program, serving a diverse client base including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm delivers investment management primarily on a discretionary basis using model portfolios, unified managed accounts, and separately managed accounts, and supports a large advisor network with back-office and TAMP services.

James Snider is a financial advisor with Planmember Securities Corporation in Naperville, IL, holding a Series 66 designation and 23 years of industry experience. He has been self-employed since 2003 and owns a business consulting firm, Snider & Associates, which provides general management services unrelated to securities. He also operates Tax Prep Partners, a tax preparation service. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through their asset allocation portfolios. The firm uses a strategic asset allocation framework and risk-based mutual fund portfolios ranging from conservative to aggressive.

Michael Youakim is a CFP® with 24 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2012. He holds Series 63 and Series 65 licenses and is based in Woodridge, Illinois. Fifth Third Securities, Inc. 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 programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Brian Vanderlugt is a CFP® professional with 19 years of experience in the financial services industry. He has worked at Benjamin F. Edwards & Company, Inc. since 2010 and previously held positions at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. During his career, he has been based in Wheaton, IL. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser with over 500 advisors, serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement and investment consulting, and insurance products, utilizing a mix of proprietary strategies and third-party models.

Tristan Abalos is a financial advisor at Brookstone Capital Management LLC holding a Series 66 designation. He has one year of industry experience with prior roles at Osaic Wealth Inc and LPL Financial. Outside of finance, he has operated The Screen Guys LLC since 2014. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs a variety of strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform.

Jigar Doshi is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and over 23 years of industry experience. He previously worked at First Midwest Securities, Inc. from 2010 to 2015 before joining Independent Financial Group in 2015. Doshi serves as a board member for the non-profit Vernon Hills Indian Association. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm offers financial planning and portfolio management through multiple platforms and utilizes a combination of strategic asset allocation, multi-manager portfolios, and both passive and active investment exposures.

Matthew Dial is a financial advisor at Benjamin F. Edwards & Company, Inc. with five years of industry experience. He holds the Series 66 designation and previously worked for US Bank from 2015 to 2021. Dial is based in Naperville, Illinois. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of advisory programs and consulting services, combining proprietary and third-party investment strategies with in-house equity and fixed income portfolio management.

Steven Jesanis is a financial advisor with William Blair in Glen Ellyn, Illinois. He holds a Series 66 designation and has 22 years of industry experience, having worked at William Blair & Company, L.L.C. since 2003. 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 utilizes an active, research-driven management approach across multiple asset classes and provides proprietary models and access to private funds and co-investment opportunities.

Suzanne Fickle is a financial advisor with Transamerica Retirement Advisors, LLC in Wheaton, IL. She holds Series 63 and Series 66 credentials and has 10 years of industry experience. Her prior roles include positions at Morgan Stanley, E*TRADE Capital Management, Bank of America, and Merrill. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through programs focused on asset allocation, contribution guidance, and retirement planning, utilizing proprietary software and portfolio oversight from Morningstar Investment Management.

Steven Zareck is a Series 65 registered advisor at Brookstone Capital Management LLC with experience beginning in 2013. His prior roles include positions at Amerilife and Affiliated Consulting Group. He is based in Wheaton, IL. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models and offers discretionary portfolio management through its BCM Platform and wrap-fee program.

Chastity Peterson is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 19 years of industry experience. Prior to joining Benjamin F. Edwards in 2025, she worked at Morgan Stanley Smith Barney LLC for 16 years, with additional experience at Morgan Stanley & Co. LLC and Citigroup Global Markets. Outside of her advisory role, she is the owner of a wellness and weight loss products business under Plexus Worldwide. Benjamin F. Edwards & Company is a broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of advisory programs, financial planning, investment management, and brokerage services, utilizing both proprietary and third-party strategies across equity and fixed income portfolios.

Michael Hankes is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has worked at LPL Financial since 2006 and previously spent seven years with UBS Financial Services. Outside of his advisory role, he is a 20% partner in an LLC related to investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Sarah Garvin is a financial advisor with Thrivent Investment Management in Geneva, IL, holding a Series 66 designation and three years of industry experience. Her prior work includes five years at ADTRAV Travel Management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a wide range of financial planning topics. The firm allows clients to combine planning with managed accounts under a consolidated billing option, while keeping the services distinct.

Kathy Grubar is a financial advisor with J.P. Morgan Securities in Naperville, IL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has worked with JPMorgan Chase Bank, N.A. since 2013 and with J.P. Morgan Securities since 2012, following five years at Chase Investment Services Corp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Andrew Reynolds is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he serves as a trustee and executor for family trusts and estates. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, offering services that include financial planning, access to external asset managers, and insurance product facilitation.

Michael Lindberg is a financial advisor with Ameriprise in Glen Ellyn, IL, holding a Series 66 designation and eight years of industry experience. He has been with Ameriprise and its affiliated entities since 2017. Outside of his advisory role, Lindberg serves as president of Peace for Pits, Inc., a charitable animal welfare organization. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Steven Potter is a financial advisor with LPL Financial in Naperville, IL, holding a Series 66 designation and bringing 22 years of industry experience. His prior roles include seven years at Level Four Advisory Services, two years at Wells Fargo Clearing, and four years at A. G. Edwards & Sons, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning and model portfolios, leveraging a broad platform that integrates advisory and non-advisory financial activities.