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.

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 holds a Series 66 license with nine years of industry experience. He is currently with &PARTNERS and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. &PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and ERISA 3(21) consulting, utilizing a mix of fundamental, technical, and quantitative analysis through discretionary and non-discretionary account management.

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.

Tyler Glover is a CFA® charterholder with 18 years of industry experience, currently serving as a financial advisor at William Blair since 2014. Based in Geneva, IL, he holds a Series 63 registration. William Blair’s Private Wealth Management division delivers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, including high-net-worth clients, as well as foundations, pension, and corporate clients. The firm emphasizes active, research-driven management across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Dino Gavanes is a financial advisor at Centaurus Financial, Inc. with 18 years of industry experience. He holds the Series 66 and Series 63 licenses and has previously worked at Equitable Advisors LLC, MML Investors Services, LLC, Mass Mutual Life Insurance Company, and Advisers Group, Inc. Outside of advising, he serves as a board member for the Village of Itasca, Illinois. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, employing a variety of analytical approaches and both discretionary and non-discretionary arrangements.

Sharon Zumstein is a Series 66-licensed financial advisor with seven years of industry experience. She is currently with Empower Advisory Group and Empower Financial Services, having previously worked at Fidelity Investments, Bank of America, Merrill, and TD Ameritrade. Zumstein also holds an Illinois real estate license and works as an independent contractor with Century 21. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services through Empower’s recordkeeping and administrative platforms. The firm’s approach includes point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.

David Mcfeggan Jr. is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at LPL Financial since 2006 and joined NewEdge Advisors in 2023. Outside of his advisory roles, he has been involved in tax preparation and insurance-related business activities. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management, financial planning, and consulting services and employs multiple program structures supported by centralized due diligence and technology tools.

Joshua Suevel is a Series 66-licensed financial advisor at Fifth Third Securities, Inc. with six years of industry experience. He previously worked at Edward Jones and has experience in both investment advisory and brokerage roles. Fifth Third Securities serves individual and institutional clients through a variety of investment advisory and brokerage programs, including the Passageway Managed Account Program, which offers multiple portfolio management options and strategies. The firm operates as a wholly owned subsidiary of Fifth Third Bank and maintains a large enterprise presence with thousands of advisors and billions in assets under management.

Stephen Morris is a financial advisor with The Huntington Investment Company, holding a Series 66 credential and nine years of industry experience. His prior work includes roles at Ameriprise Financial Services, Bank of America, Merrill, and First American Bank. Outside of his advisory role, he engages in gig work as a driver for services such as Doordash and Uber. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that integrates third-party and affiliate investment strategies, with portfolio management and custodial services provided through National Financial Services.

Michael Mileski is a financial advisor at Corient with Series 65 credentials and experience beginning in 2023. His prior work includes roles at CI BDF and positions at Hope College and William Fremd High School. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies and third-party solutions, with ongoing portfolio monitoring and risk management.

Darryl Newman is a CFP® and holds a Series 65 license, with seven years of industry experience. He has worked at Corient since 2022 and previously was with Balasa Dinverno Foltz LLC from 2018 to 2023. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers, supported by continuous portfolio monitoring and risk management tools.

Annette Hammortree is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been associated with Guardian Life Insurance Company and Park Avenue Securities since 2005. Outside of her advisory role, she serves as a board member for PACT, Inc. and Lifes Plan Inc., organizations focused on support and trustee services for people with disabilities. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage, advisory, and financial planning services. The firm employs a range of investment strategies through proprietary and third-party portfolios and provides various account-level services such as lending solutions and donor-advised fund options.

Allison Swanson is a financial advisor at Creative Planning with one year of industry experience. She holds the ChFC® and Series 63 designations. Prior to joining Creative Planning, she worked at Sageview Advisory Group and Cetera Wealth Services, LLC. Outside of financial advising, she provides private softball pitching lessons through her business, Coach A Softball Stars. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led approach that integrates low-cost indexing, tax-loss harvesting, and selective private market exposure.

Jacob Stoiber is a financial advisor at William Blair with a Series 66 designation and one year of industry experience. He previously worked at Evercore Wealth Management for six years and The Connable Office for three years. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs active, research-driven management across multiple asset classes and provides proprietary models and access to private funds and co-investment opportunities.

Kelly Kovasic is a financial advisor with Kestra Advisory, holding Series 65 and Series 66 credentials. Kelly has experience at firms including Leelyn Smith, LLC and LPL Financial, both from 2021 to 2026. Outside of advisory roles, Kelly provides administrative support to Leelyn Smith, LLC, an independent investment advisory firm. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a range of institutional and individual clients. The firm provides fiduciary consulting, plan-level investment advice, and utilizes multiple management platforms, serving clients including large institutions and sovereign wealth funds.

Ronald Harczak is a financial advisor with Independent Advisor Alliance, LLC, holding the CFP® designation and Series 63 license. He has 40 years of industry experience, including over 30 years with Securities America Advisors and LPL Financial. Outside of advising, he is a notary and operates a business entity for tax and investment purposes. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm employs a network model with access to various portfolio management strategies and technology platforms to support client needs.

Caroline Shoener is a CFP® and holds a Series 65 license with five years of industry experience. She is currently with Integrated Wealth Concepts LLC and has previously worked at Hightower Advisors and Vestor Capital, LLC. Caroline’s background also includes roles in education at Mastery Charter Schools and 21st Century Charter School. 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, utilizing customized portfolios that include mutual funds, ETFs, individual equities, and fixed income with a primarily long-term investment approach.

David Polhill is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors, Strategic Advisers LLC, and Fidelity Brokerage Services LLC. He also operates as an insurance agent through his sole proprietorship. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, and corporations. The firm offers a variety of fee-based wrap programs and investment strategies managed by both internal and third-party managers, supported by several hundred advisors and tens of billions in assets under management.

Erica Berning is a financial advisor with Eagle Strategies (NY Life) in Deerfield, IL, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has been with Eagle Strategies since 2012 and maintains concurrent roles with Nylife Securities LLC and New York Life Insurance Co. Berning serves on the boards of the Cadence Cares Foundation and Beat The Streets Chicago, both nonprofit organizations focused on community programs. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.