Joshua Schultz is a financial advisor at RBC Rochdale, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at CNR Securities, LLC, Hornor Townsend & Kent Inc, and Transamerica Financial Advisors. Outside of his advisory role, he is a partner and general manager of a floor coating installation franchise, Egebrecht & Schultz Enterprises, LLC, which he co-owns with his wife. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and government entities. The firm employs a multi-strategy investment process combining quantitative and fundamental analysis, and manages portfolios across various asset classes using proprietary tools and third-party sub-advisors.

Susan Winklebleck is a financial advisor with TIAA-CREF in Palatine, IL, holding a Series 66 designation and 14 years of industry experience. She has been with TIAA-CREF and TIAA since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm provides separate broker-dealer services, acts as adviser to a donor-advised fund, and employs a fiduciary standard within its RIA services.

James Juengling is a financial advisor with Independent Financial Group, LLC in Dundee, IL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 50 years of industry experience and has been with Independent Financial Group since 2010. Since 1972, he has also owned and operated Juengling & Associates, providing various types of insurance. Juengling has been a member of the National Association of Insurance and Financial Advisors since 1973 and is involved with the Illinois Legislative Council. Independent Financial Group, LLC offers investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporations, pension and profit-sharing plans, and charitable organizations. The firm utilizes firm- and third-party models for portfolio management, combining strategic asset allocation with ongoing due diligence across a mix of passive and active exposures.

Craig Morgan is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 66 credentials and has 50 years of experience in the industry. His prior roles include positions at Stifel Nicolaus & Co Inc, Wells Fargo Clearing, Xelan Financial Planning, Inc., and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated 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 services including advisory programs, financial planning, investment management, brokerage, insurance products, and certain M&A advisory services.

Brady Peat is a CFP® with four years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC. His prior experience includes roles at Hightower Advisors, PrairieView Partners, and Googins Advisors. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors, offering discretionary investment management, financial planning, and family office services. The firm employs customized portfolios using mutual funds, ETFs, individual equities, and fixed income with a primarily long-term investment approach.

Kevin Sanders is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and 12 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 prior work includes roles at Guardian Wealth Advisory Group and Sanders Financial Services Inc. AE Wealth Management offers fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm uses discretionary model portfolios and a variety of analytical methods to implement investment decisions, managing approximately $49.8 billion for over 127,000 clients.

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.

Daniel Bolan is a CFP® with 22 years of industry experience, currently advising at Allworth Financial, L.P. He has held prior roles at AW Securities, 83 Rd St. Wealth Management, FNBC Bank & Trust, Charles Schwab Wealth Management, and Mesirow Financial Investment Management. Allworth Financial serves a broad client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, retirement plan consulting, and education through newsletters, podcasts, and seminars, using a combination of quantitative and qualitative analysis to deliver customized investment solutions.

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 with Allworth Financial, L.P. She holds a Series 66 designation and has 20 years of industry experience. Her prior work includes roles at Arbor Point Advisors, Securities America Advisors, National Planning Corporation, and Equitable Advisors. Outside of advising, she is an author and speaker, and she also serves as an insurance consultant with Senior Services of Illinois. Allworth Financial serves a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm provides comprehensive financial planning and portfolio management, utilizing both quantitative and qualitative analysis to implement customized investment strategies.

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.

Linda Diebold is a financial advisor at Cetera Planning Partners with 27 years of industry experience and holds a Series 65 designation. She previously worked at Avantax Planning Partners, Inc. for 27 years and has been affiliated with Honkamp Krueger Financial Services and Diebold & Associates during her career. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate-planning through a third-party provider, and integrates resources from the broader Cetera network.

Scott Biestek is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He serves as principal of Biestek Wealth Management, LLC, active since 2017, and also works as an attorney through his own law office since 2009. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm provides a broad platform including managed-account programs, third-party asset manager access, 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.