James Juengling is a financial advisor at Independent Financial Group, LLC with 49 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Juengling has been with Independent Financial Group since 2010 and has owned Juengling & Associates, an insurance agency, since 1972. He is also a member of the National Association of Insurance and Financial Advisors and has served on the Illinois Legislative Council since 2016. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse client base including high-net-worth individuals and institutional clients.

Craig Morgan is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 credentials and bringing 50 years of industry experience. He has been with Benjamin F. Edwards since 2017, following eight years at Stifel Nicolaus & Co. Benjamin F. Edwards & Company provides investment advice and related services to a broad client base, including individuals, retirement plans, trusts, estates, and corporate clients. The firm offers a range of model-based and customized investment strategies, combining discretionary and non-discretionary programs with ongoing due diligence and portfolio management.

Brady Peat is a CFP® and Series 65-registered advisor with three years of industry experience. He is currently with Integrated Wealth Concepts LLC and previously worked at Hightower Advisors, PrairieView Partners, and Googins Advisors. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term approach with customized portfolios using mutual funds, ETFs, individual equities, and fixed income.

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, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Independent Financial Group since 2009 and is also the owner of Diversified Tax Services, Inc., a tax preparation and consulting firm. In addition to his advisory role, Kasher provides consulting services related to business valuation and forensic analysis. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement services, utilizing multiple advisory programs and third-party asset managers to meet diverse client needs.

Robert Richardson is a financial advisor with Integrity Alliance, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 32 years of industry experience and has worked with firms including IZALE Financial Group and Lion Street Advisors. Outside of advisory work, he owns an online retail business, Cultivated Community LLC. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of independent advisers. The firm offers continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a range of portfolio construction approaches across multiple custodial platforms.

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 financial advisor with Allworth Financial, L.P. He holds the CFP® designation along with Series 63, 65, and 66 licenses and has 22 years of industry experience. His prior roles include positions at Charles Schwab Wealth Management, FNBC Bank & Trust, and 83 Rd St. Wealth Management. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies using model approaches, third-party sub-advisers, and technology to manage held-away accounts, and is notable for its ownership structure and specialized divisions such as its Airline division.

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.

Scott Biestek is a financial advisor with Commonwealth Financial Network in Palatine, IL, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at Commonwealth since 2010 and also operates The Law Office of Scott A. Biestek, J.D., where he serves as an attorney and owner. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a variety of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support while advisors maintain discretion in portfolio construction.

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 seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Huntington National Bank, Park Avenue Investment Advisory, and BMO Harris Financial Advisors. 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 offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and multiple platform partnerships.

Scott Wertz is a financial advisor with The Huntington Investment Company in Melrose Park, IL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Ameriprise Financial Services, LPL Financial, and Firstmerit Bank. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and business entities. The firm uses an open-architecture investment model combining third-party sub-managers and affiliate Private Bank offerings, delivering services through various wrap-fee programs on the Envestnet MAS platform.

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, holding Series 63 and Series 65 licenses and bringing 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. Outside of his advisory work, Karam serves as a Supervisor for Cuba Township in Barrington, Illinois, overseeing its operations and finances. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a multi-advisor platform with over $12.5 billion in assets under management and provides specialized 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 Series 66-registered financial advisor with nine years of industry experience. He is currently with &PARTNERS, having joined in 2024 following roles at Wells Fargo Advisors and Wells Fargo Clearing. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm provides both investment advisory and brokerage services, utilizing a mix of proprietary and third-party investment strategies alongside financial planning, retirement consulting, and investment banking activities.

Roman Berkusenko is a CFP®-designated financial advisor with 13 years of industry experience. He is currently with The Huntington Investment Company, having previously worked at Ameriprise Financial Services and JP Morgan Securities. Outside of his advisory work, he co-owns an online collectibles store on eBay. The Huntington Investment Company serves individuals, high-net-worth clients, charitable organizations, and businesses with advisory and brokerage services. The firm employs an open-architecture investment model combining third-party managers and proprietary private bank models across various wrap-fee programs.