Marilee Engelman is a financial advisor at Creative Financial Designs, Inc. with 17 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked with Transamerica Financial Advisors, Inc. Outside of finance, Engelman has teaching experience as a substitute teacher and daycare educator with several early childhood programs and public schools. Creative Financial Designs serves individual, corporate, and institutional clients with discretionary and non-discretionary investment management and financial planning. The firm uses asset-class model allocations across five risk objectives and offers services such as Biblically Responsible Investing, held-away account management, and flexible advisory billing arrangements.

Matthew Kenter is a financial advisor with Goldman Sachs Wealth Services in Bristol, WI, holding a Series 66 designation and 16 years of industry experience. He has worked at Ayco/Goldman Sachs & Co. LLC since 2019 and previously spent 12 years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base, including individual investors and institutional clients, offering financial planning, portfolio management, and specialized executive wealth programs. The firm integrates strategic allocation models, manager selections, and proprietary analytics within the broader Goldman Sachs ecosystem to tailor solutions across multiple platform options.

Stephanie Goins is a CFP® professional with seven years of industry experience. She is currently with Creative Planning and previously held roles at Principal Advised Services, Principal Securities, Principal Life Insurance Company, Edward Jones, and HSBC. Creative Planning is an enterprise firm managing approximately $217 billion in client assets, serving individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by additional equity and tax-efficient trading options, and offers integrated retirement plan services alongside affiliated legal, trust, and recordkeeping businesses.

Marisa Sounde is a financial advisor with Eagle Strategies (NY Life) in Lake Geneva, WI, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has been affiliated with Eagle Strategies since 2023 and founded Sounde Financial Group in 2016. Outside of her advisory work, she serves as Vice President on the board of the Geneva Lake West Chamber of Commerce and hosts the podcast "Shine Your Light – Finding Your Inner Voice." Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice and operates primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Dennis Anderson is a CFP® professional with 34 years of experience in the financial industry. He has worked at Benjamin F. Edwards & Company, Inc. since 2013, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. In addition to his financial advisory work, he owns and operates a grain and livestock farm in Viola, Illinois. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a wide range of clients, offering services including financial planning, investment management, and retirement plan consulting through a team of more than 500 advisors.

David Reilly is a Series 66-credentialed advisor with 22 years of experience, currently with Benjamin F. Edwards & Company, Inc. since 2013. His prior experience includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, high-net-worth clients, and institutional entities. The firm offers a range of services such as wrap-fee advisory programs, financial planning, and investment management consulting, utilizing both proprietary and third-party strategies.

Joanna Geier is a CFP® with two years of industry experience, currently working at Mercer Global Advisors Inc. She previously spent nine years at Jackson Financial Management. Outside of her advisory role, she consults on physical therapy data entry for Tomson Rehab. Mercer Global Advisors serves individuals, families, small business owners, foundations, and non-profits, offering a range of advisory services including investment management, financial, tax, retirement, and estate planning. The firm uses a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory and implements portfolios through a mix of low-cost ETFs, index funds, separate account managers, and private funds.

James Wormley is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and over 22 years of industry experience. He has worked at Benjamin F. Edwards since 2013, following prior roles at Wells Fargo Clearing 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 advisory and brokerage services, including discretionary and non-discretionary managed solutions that utilize proprietary strategies and third-party models.

Megan Anderson is a Series 66 licensed financial advisor at Benjamin F. Edwards & Company, Inc. with three years of industry experience. She previously worked at Golden Technology and Randstad Technologies. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, and various institutional clients through over 500 advisors. The firm offers a range of services including financial planning, retirement plan consulting, investment management, brokerage services, and M&A advisory, utilizing both proprietary and third-party strategies.

Robert Anderson is a CFP® with 27 years of industry experience, currently serving as an advisor at Beacon Pointe Advisors, LLC. He spent 22 years at Voyager Capital Management, LLC before joining Beacon Pointe in 2025. Anderson is involved in transitioning advisory business from his former firm following its acquisition. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base that includes individuals, corporations, pension plans, and institutional clients. The firm combines asset-allocation modeling with third-party Independent Managers and employs both active and passive strategies across public and private asset classes.

Katharine Lois is a financial advisor at Benjamin F. Edwards & Company, Inc. with four years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for six years. 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 a network of more than 500 advisors. The firm offers a range of advisory programs and financial services, including discretionary and non-discretionary managed solutions that combine proprietary strategies and third-party model providers.

Rachael Nickelsen is a CFP® and holds a Series 66 license with 12 years of industry experience. She currently works at Beacon Pointe Advisors, LLC and previously held roles at Voyager Capital Management, LLC and Raymond James Financial Services. Outside of financial advisory, she has a long history with Lake Geneva Cruise Line, where she was involved for 25 years. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals and institutions. The firm employs a manager-focused investment approach using proprietary due diligence and asset allocation models.

Eric Anders is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Gurnee, IL, holding Series 63 and Series 65 credentials and 26 years of industry experience. He previously worked at BMO Harris Financial Advisors, Inc. for 11 years before joining Fifth Third Securities in 2017. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through investment advisory and brokerage services. The firm offers a variety of investment programs via its Passageway Managed Account Platform, utilizing multiple third-party portfolio managers and strategies such as mutual funds, SMAs, tax-overlay services, and direct indexing.

Matthew Wormley is a CFP®-certified financial advisor with 13 years of experience, currently with Benjamin F. Edwards & Company, Inc. He has been with the firm since 2013. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm offers a range of services including advisory programs, financial planning, investment management, brokerage, insurance products, and M&A advisory, utilizing both proprietary and third-party strategies.

Eric Anderson is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2018. Prior to joining the firm, he worked at Pandora Media for five years. He is also a board member of the Fox River Grove Police Pension Board, overseeing the village police pension fund and disability issues. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser with over 500 advisors, offering a range of services including financial planning, investment management, and retirement consulting to individuals, high-net-worth clients, and institutional investors.

Alfonso Ruiz is a financial advisor at Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has been with Fifth Third Bank since 2010. Ruiz joined Fifth Third Securities in 2025 and is based in McHenry, Illinois. 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 combines municipal-advisor registration with its affiliation to Fifth Third Bank and offers multiple discretionary managed-account programs featuring direct indexing and tax-overlay services.

Maxwell Campbell is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 65 designation and currently based in Lake Geneva, WI. He joined Beacon Pointe in 2025 and has previous experience with Voyager Wealth Management, Lucida Tax & Accounting Solutions, and various roles in accounting, education, and retail. Outside of financial advising, his background includes work in tax and accounting services as well as community involvement with Wildwood Park District. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes, and offers proprietary private funds alongside institutional-grade reporting and analytics.

Gregory Hilgenberg is a financial advisor at PNC Wealth Management with 18 years of industry experience. He has been with PNC since 2010 and holds Series 63 and Series 66 licenses. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and primarily invests in mutual funds and ETFs with annual rebalancing.

James Goehl is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 license and with 41 years of industry experience. His prior roles include positions at Wells Fargo Clearing 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, retirement plan consulting, investment management consulting, brokerage services, insurance products, and select M&A advisory services.

Mark Lockyer is a CERTIFIED FINANCIAL PLANNER™ professional with 14 years of industry experience. He is currently with PNC Wealth Management and has previous experience at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available by invitation to employees. The firm’s investment strategies are implemented via approved models using mutual funds and ETFs, with portfolio management delegated to third parties.