Janet Redding is a financial advisor with Lincoln Investment in Schaumburg, IL, holding a Series 66 designation and having 21 years of industry experience. She has been with Lincoln Investment Planning since 2013. Lincoln Investment serves individuals, including high-net-worth clients, charitable organizations, businesses, and numerous employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, employing both strategic and tactical approaches overseen by an Investment Management & Research team.

Scott Farwell is a financial advisor at Fifth Third Securities, Inc. with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fifth Third Securities and Fifth Third Bank since 2022. Prior to that, he was with TD Ameritrade for five years and Edge Financial Advisors for one year. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account programs combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.

Marjory Blackmer is a financial advisor at Principal Financial Services with 23 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Global Retirement Partners, LPL Financial, Kestra Financial Services, and Strategic Retirement Partners. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed outside the United States. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Richard Sugarman is a financial advisor at Goldman Sachs Wealth Services with 23 years of industry experience. He holds a Series 66 designation and previously worked at The AYCO Company, L.P./Mercer Allied for 15 years before joining Goldman Sachs in 2021. Outside of his advisory role, he serves as a part-time instructor at Northwestern University, teaching topics related to the Certified Financial Planner Certification. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individual and high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and affiliated teams to deliver tailored wealth management solutions through a combination of discretionary and non-discretionary managers.

Michael McKevitt is a CFP® with 17 years of industry experience, currently serving as an advisor at Private Advisor Group, LLC since 2015. He has also been associated with LPL Financial since 2008. McKevitt operates under the business name Purposeful Wealth, Inc. for providing investment advice through Private Advisor Group. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, offering services to individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and access to third-party asset management programs, with an investment approach that incorporates asset allocation, fundamental, technical and cyclical analysis, and various strategy time horizons.

Joseph Foltz is a CFP® with six years of industry experience and is currently an advisor at Corient. His prior experience includes roles at Balasa Dinverno Foltz LLC and several other financial and educational organizations. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools to align portfolios with client objectives.

Edward Bothfeld is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 23 years of industry experience. He has been with Commonwealth since 2013. In addition to his advisory role, he serves as an alderman on the Lake Forest City Council. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm provides a range of advisory programs and services, including discretionary model portfolios and customized investment solutions, while offering operational, technology, and compliance support to affiliated advisors.

Steven Whiting II is a Series 66-licensed advisor with Transamerica Financial Advisors and has been in the industry since 2024. His prior experience includes roles at Wfgia, American Airlines Group Inc., National Airlines, FedEx, and United Airlines. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with a range of discretionary and non-discretionary program options.

Michael Tuber is a financial advisor at Focus Partners Wealth, LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JP Morgan Chase Bank, N.A., Strategic Wealth Partners, and Kovitz Investment Group Partners. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Stevany Williamson is a financial advisor at Empower Advisory Group with Series 65 and Series 63 credentials and three years of industry experience. Her prior work includes positions at JPMorgan Chase Bank, J.P. Morgan Securities, and various mortgage-related roles. Before her financial services career, she managed a salon and spa for three years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s integrated approach leverages proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, with services closely tied to Empower’s recordkeeping and administrative platforms.

Patrick Vasicovschi is a financial advisor at Voya Financial Advisors, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Hightower Securities, GWFS Equities, Cambridge Investment Research Advisors, HUB International Investment Services, Capital Group, and UBS Financial Services. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers services including financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, with a notable emphasis on non-discretionary, recommendation-based investment approaches.

Daniel Madura is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, providing brokerage services, financial planning, and advisory programs.

Richard Kuzniar is a CFP® with 34 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2017. Prior to that, he worked at BMO Harris Financial Advisors for over a decade. Fifth Third Securities, Inc. offers 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 its municipal-advisor registration with its affiliation to Fifth Third Bank, providing a range of discretionary managed-account options and features such as direct indexing and tax-overlay services.

Terrence Crowley is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at Wells Fargo Advisors and LPL Financial. Outside of his advisory work, he serves as a caregiver for his disabled son. NewEdge Advisors serves a diverse clientele, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing a range of investment approaches and periodic portfolio reviews.

Amanda Czosek is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and nine years of industry experience. She has worked with AE Wealth Management since 2016 and is also the owner and president of Jager Financial Services. Additionally, she serves as a board member for the National Alliance on Student Loan Debt. AE Wealth Management is an SEC-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 approach featuring model portfolios, discretionary asset management, financial planning, and specialized plan services.

Magdalena Woroniecki is a CFP® with 22 years of industry experience, currently affiliated with The Huntington Investment Company. Her prior roles include positions at Ameriprise Financial Services, Sikich Capital Management, and Farmers Financial Solutions. She serves as a board member of the DuPage County Estate Planning Council, a professional organization focused on estate planning education and networking. The Huntington Investment Company provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm employs an open-architecture investment model that combines third-party and proprietary strategies, offering various wrap-fee programs through the Envestnet MAS platform.

Barry Finkelstein is a financial advisor with Eagle Strategies (NY Life) in Deerfield, IL, holding CFP® and ChFC® designations and over 44 years of industry experience. He has been with Eagle Strategies, New York Life Insurance Company, and Nylife Securities LLC since 2010. Finkelstein serves on a professional advisory committee for the Jewish United Fund, a Chicago-based organization of attorneys, CPAs, and financial advisors. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutional investors, and plan sponsors. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Brian Sutherland is a financial advisor with AE Wealth Management, LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Oxbow Financial, TSFG, LPL Financial, and Perdoceo Education Corporation. AE Wealth Management is an SEC-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 approach with model portfolios, discretionary asset management, financial planning, and plan services, supported by an internal Investment Consulting Group and various licensing and sub-advisory programs.

John Sias is a financial advisor with NewEdge Advisors, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. His prior roles include positions at LPL Financial and Edward Jones. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, institutions, and charitable organizations through a network of independent advisers. The firm provides a range of portfolio management, financial planning, and consulting services, utilizing diverse program structures that incorporate both in-house and third-party strategies, supported by centralized due diligence and technology tools.

Gerald Gilbertson is a CFP® with 38 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2010. He holds Series 63 and Series 65 licenses and is based in Mount Prospect, IL. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, corporate and business 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.