Robert Bockel is a financial advisor at Osaic Advisory Services, LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including OneDigital Investment Advisors LLC, Triad Advisors, Hornor, Townsend & Kent, Inc, and Penn Mutual Life Insurance Company. Outside of his advisory role, he serves as lead strategist for BXY Financial Network and OneDigital, and is involved with Pinnacle Planning Group. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and public entities. The firm provides a broad range of services including investment management, financial planning, retirement consulting, and third-party manager oversight, utilizing multiple program models and custodian arrangements primarily through Schwab and Fidelity.

Kristen Mcnamara is a financial advisor at Citigroup Global Markets with 11 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Citigroup in 2023, she worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC for 11 years. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a 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 and arrangements.

Dharmesh Goel is a financial advisor with Eagle Strategies (NY Life) based in Downers Grove, IL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been associated with Eagle Strategies since 2013 and Glen Oak Financial, Inc. since 2014, where he engages in insurance brokering and property and casualty sales. Outside of his advisory role, he is involved with the United States Tennis Association as a tennis champion promoting the sport locally. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, providing financial planning, investment management, and advisory services often connected with insurance and annuity products. The firm emphasizes tailored recommendations and manages the majority of its regulatory assets on a non-discretionary basis.

Jose Madrigal is a financial advisor with Lincoln Investment in Lombard, IL, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Lincoln Investment since 2013, following prior roles at Signator Investors, Inc. and Valic Financial Advisors. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management through model portfolios and third-party managers, and maintains a long history of working with educators and participants in 403(b) and 457(b) programs.

Erik Hoeflinger is a financial advisor with Principal Financial Services in Downers Grove, IL, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Principal Securities and Principal Life Insurance, along with time spent in full-time education and various positions outside the financial industry. He is also involved in outside insurance sales, focusing on fixed annuities and life, disability, and long-term care insurance products through multiple carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Valerie Love Parker is a Series 66-registered financial advisor with Lincoln Investment, bringing 22 years of industry experience. She has worked at Lincoln Investment since 2017 and previously held roles at Legend Equities Corporation and Waddell & Reed. Outside of her advisory work, she promotes financial literacy through her role as CEO of Phoenix Financial for Abundant Prosperous Life and volunteers in community advocacy and health and wellness initiatives. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management with model portfolios, and access to third-party managers, supported by an in-house Investment Management & Research team.

Anthony Gurrieri is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His career includes roles at WealthWave, LSPN Pro, Apollo Agency, and several other firms. He is involved with the Heartland Institute for Financial Education as a registry instructor. Transamerica Financial Advisors, LLC serves a broad client base including individuals, retirement plans, trusts, and businesses. The firm employs a model-driven investment approach using proprietary and third-party portfolios, supported by a large advisor network and multiple program platforms.

John Cultra is a CFA® charterholder with 28 years of industry experience. He has been with William Blair & Company L.L.C. since 1997. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients, employing an active, research-driven approach across equities, fixed income, and alternative strategies.

John Christopher is a financial advisor with Eagle Strategies (NY Life) based in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Eagle Strategies since 2016 and is also involved with Christopher Financial Group, LLC, Mahoney Financial Organization LLC, and Exodus Business Strategies LLC. Christopher serves as a board member of the Medinah Country Club. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse clientele including individual investors, institutional plans, and charitable organizations. The firm delivers tailored advice through various program types, emphasizing non-discretionary asset management and integrated advisory services within the New York Life affiliate structure.

William Mc Carty IV is a financial advisor at Fifth Third Securities, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Fifth Third Bank and Fifth Third Securities since 2023, following prior roles at Charles Schwab and First Trust Portfolios. Outside of his advisory work, he engages in personal item sales on eBay and Facebook Marketplace. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs through its Passageway Managed Account Program and operates as a wholly owned subsidiary of Fifth Third Bank, combining bank affiliation with a broker-dealer and SEC-registered investment adviser structure.

Michael Muersch is a financial advisor with Principal Financial Services in Downers Grove, IL, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 2008. He is also involved in health and fixed life insurance brokerage activities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Benjamin Weinberger is a CFP® and holds a Series 66 license, currently affiliated with Lincoln Investment. He has four years of industry experience, including prior roles at Cetera and Capital Analysts. Outside of his advisory work, he is involved in providing insurance and financial services through separate business activities focused on insurance coverage and fixed life insurance solutions. Lincoln Investment Planning, LLC serves a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a notable history of working with educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that develops strategic and adaptive model portfolios.

Michael Kreger is a CFP®-certified financial advisor at Lincoln Investment with 19 years of industry experience. He previously worked at VALIC Financial Advisors for 12 years and Agia for 4 years. Outside of advising, he is an agent involved in non-securities insurance products. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house investment management team that constructs model portfolios and adaptive strategies.

Samuel Pollack is a financial advisor at Guardian Life and Park Avenue Securities LLC with a Series 66 designation and three years of industry experience. His background includes positions at CliftonLarsonAllen, LLP and FGMK, LLC, as well as founding a tax preparation service, SP Tax Services, LLC. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, pension plans, charitable organizations, and corporate clients, utilizing a range of proprietary and third-party investment programs.

Johnathan Ellison is a Series 66-licensed financial advisor with six years of industry experience. He currently works at Citigroup Global Markets and has previously held roles at several firms including Morgan Stanley, E*Trade Capital Management, and JPMorgan Chase Bank. Citigroup Global Markets serves a diverse client base ranging from workplace and high-net-worth individuals to ultra-high-net-worth segments. The firm offers a range of investment advisory programs and execution services, implementing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.

Daniel Ogrodny is a financial advisor at Mariner with two years of industry experience. He holds a Series 65 designation and has worked at Mariner Wealth Advisors since 2021, following prior roles at Arlington Wealth Management and The Planning Group. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering customized investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with third-party manager allocations and provides integrated tax and accounting services uncommon among large advisory enterprises.

Jason Williams is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has three years of industry experience, including roles at Northwestern Mutual and Park Avenue Securities. His career also includes a long tenure at Travelers Insurance prior to his financial advisory positions. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individual and institutional clients with brokerage, financial planning, retirement consulting, and advisory programs. The firm combines proprietary and third-party investment strategies and offers both discretionary and non-discretionary advisory services.

Jordan Beadle is a financial advisor at Mariner Wealth Advisors with three years of industry experience. He holds a Series 65 designation and has been with Mariner since 2018, including the firm's current Oakbrook Terrace, IL office. Prior to joining Mariner, he worked at VS Technology, Inc. Mariner serves a diverse client base, including individuals, trusts, and institutional accounts, offering investment management, financial planning, retirement consulting, and tax services. The firm combines customized discretionary portfolios with in-house research and third-party managers, and it integrates tax and accounting services along with administrative family office and financial wellness capabilities.

Khai Le is a financial advisor at Lincoln Investment with 27 years of industry experience. He holds a Series 66 designation and has worked previously at Capital Analysts, Agia, Valic Financial Advisors, and Ameriprise. Outside of financial advising, he is a co-owner and silent partner in two Boba tea shops operated by his spouse. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, consulting, and portfolio management supported by an in-house investment management and research team and utilizes both advisor-led and firm-managed strategies.

Kevin Mc Kay is a financial advisor with Principal Financial Services, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has three years of industry experience, with prior roles at Northwestern Mutual, New York Life, and LPL Enterprise. Outside of his advisory work, he has engaged in fixed life insurance and long-term care insurance sales. Principal Securities offers brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm provides financial planning, retirement consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.