Zachary Bohlin is a financial advisor at Sanctuary Advisors, LLC with a Series 66 designation. He has one year of industry experience and previously worked for Robert Bosch LLC for 11 years. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan consulting, and access to various managed account platforms, employing multiple analytical approaches and acting as a fiduciary when advisory agreements are in place.

Jennifer Lyons is a financial advisor with William Blair, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with William Blair & Company since 2000. 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 an active, research-driven approach across equities, fixed income, and alternative strategies, with proprietary models and access to private funds and co-investments.

Anthony Jones is a CFP® professional with two years of experience at Corient. Prior to joining Corient, he worked at Industrial Federal Credit Union and Regions Bank, and he also spent six years at Purdue University. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party manager solutions, supported by continuous portfolio monitoring and risk management tools.

Matthew Mikula is a CFP® with 16 years of industry experience, currently serving at Corient. His career includes nearly two decades at Balasa Dinverno Foltz LLC before joining Corient and its related entities. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm employs a goals-based, team-driven investment approach that integrates in-house strategies with third-party managers and uses advanced risk management and stress testing tools.

Kristina Baumann is a financial advisor at T. Rowe Price Advisory Services, Inc. with 16 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Principal Securities Inc. and Principal Life Insurance Company. Outside of advising, she is an owner of a real estate investment company focused on short-term rental properties. T. Rowe Price Advisory Services, Inc. offers a retirement advisory service combining goals-based financial planning and discretionary investment management for individual investors and households. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, with a focus on tax-aware strategies and Monte Carlo-based retirement income projections.

Kevin Zasada is a CFP® professional with nine years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. His career includes roles at Empower Financial Services, Personal Capital Advisors Corporation, Fisher Investments, and Merrill. Wealth Enhancement Advisory Services (WEAS) offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment process that blends passive and active managers, overseen by an internal Investment Committee.

Graham Garcia is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has been in the industry since 2026. Prior to his advisory role, he worked in various capacities including positions at Waterway Carwash, Shakou, and Old Elm Club. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to develop tailored portfolios aligned with clients’ goals and risk tolerances.

Todd Diven is a CFP®-credentialed financial advisor with Wealth Enhancement Advisory Services, LLC, bringing 26 years of industry experience. He has been with Wealth Enhancement since 2013 and also operates a CPA practice focused on basic tax preparation. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.

James Benages is a financial advisor with TLG Advisors, Inc. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. His prior roles include positions at LPL Financial, Numark Credit Union, and Cetera Advisor Networks. Benages is also involved with Resource Ins & Fin Group, where he provides financial planning, investment management, and insurance services. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Anthony Dinverno is a CFP® professional with 14 years of industry experience. He is currently with Corient and has previously worked at Balasa Dinverno Foltz LLC and CIPW Service Company, LLC. 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 employs a goals-based, team investment approach combining in-house strategies with third-party manager solutions and customized asset allocation, and it offers affiliated private fund capabilities and related platforms.

Craig Anderson is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently affiliated with CWM, LLC and has previously worked at Carson Wealth, Triad Advisors, Inc., and Meyer Financial Services, Inc. Outside of his advisory role, Anderson is also an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, employing a discretionary management approach with model portfolios guided by an in-house Investment Committee.

Joshua Schafer is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 designations and 18 years of industry experience. His prior roles include positions at Ameriprise Financial Services, LLC, Equitable Advisors, LLC, and JP Morgan Chase NA. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals—including high-net-worth clients—as well as charitable organizations and corporations. The firm employs an open-architecture investment model that integrates third-party sub-managers and affiliate private bank models, offering a range of wrap-fee programs primarily through the Envestnet MAS platform.

Brian Kotowski is a financial advisor with &PARTNERS in Arlington Heights, IL, holding a Series 66 designation and seven years of industry experience. He previously worked at UPS for six years and Wells Fargo Advisors, LLC for 20 years. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charities, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, and retirement plan services using a combination of fundamental, technical, and quantitative analysis alongside both proprietary and third-party strategies.

Scott Loochtan is a financial advisor at Allworth Financial, L.P. with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including AW Securities, Arbor Point Advisors, and Securities America. Outside of advisory work, he serves as president of multiple insurance agencies and is involved in managing a horse barn operation with his daughter. 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 combining model allocations and specialized approaches, utilizing third-party sub-advisers and technology to manage held-away retirement accounts.

Roger Suchy is a financial advisor with Fifth Third Securities, Inc. in Rosemont, IL, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. His prior roles include positions at Associated Investment Services, Inc. and Investment Professionals, Inc. before joining Fifth Third Securities and Fifth Third Bank in 2020. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options, including advisor-directed models and separately managed accounts, and is notable for its municipal-advisor registration alongside its affiliation with Fifth Third Bank.

Mary Bronton is a financial advisor at &PARTNERS with 32 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes ten years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, with discretionary and non-discretionary management options.

Jeffrey Nolan is a financial advisor at Commonwealth Financial Network with 40 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at Securities America Advisors, Riverstone Wealth Partners, and INVEST Financial Corp. Nolan is also involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and a broad client base. The firm provides a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Albert Smith is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 designations and 11 years of industry experience. His work history includes multiple roles within Transamerica Financial Advisors and affiliations with Ma3 Insurance Inc., Premier Senior Marketing, Inc., and WFGIA. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering a combination of advisory and broker-dealer services. The firm provides proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Nicholas Maucieri is a financial advisor at Principal Financial Services with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including TD Ameritrade and Princor Financial Services Corp. Outside of his advisory role, he officiates youth and high school sports such as football, wrestling, and lacrosse with the Illinois High School Association. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Charles Murin is a financial advisor with Corient, holding CFP® and Series 65 credentials and bringing 11 years of industry experience. He has worked at Corient since 2022 and previously spent eight years at Balasa Dinverno Foltz LLC. Corient provides investment advisory and financial planning services to a diverse client base that includes 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 and customized asset allocation, supported by continuous portfolio monitoring and risk management tools.