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. based in Arlington Heights, Illinois. He holds Series 63 and Series 66 registrations and has 17 years of industry experience. His prior work includes roles at Edward Jones, The Leaders Group Inc, LPL Financial, and J.P. Morgan Securities, among others. TLG Advisors, Inc. serves a wide range of clients including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, and offers both traditional advisory services and a direct-to-consumer digital 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 financial advisor with CWM, LLC, holding a Series 66 designation and 19 years of industry experience. His work history includes roles at Carson Wealth, Triad Advisors, Inc., and Meyer Financial Services, Inc. Since 2003, he has also been licensed as an insurance agent, selling life, health, disability insurance, annuities, and long-term care products. CWM, LLC is an enterprise platform managing approximately $50.6 billion through a network of over 650 advisors. The firm serves corporate, institutional, and high-net-worth clients, offering discretionary asset management, financial planning, and retirement plan services supported by an Investment Committee and various third-party solutions.

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 licenses and has worked at firms including Arbor Point Advisors and Securities America. Outside of advising, he is president of multiple insurance agencies and involved in a horse farm management business with his daughter. Allworth Financial serves a wide range of clients, offering financial and wealth planning, portfolio management, and retirement plan consulting. The firm employs both quantitative and qualitative analysis to deliver customized investment strategies across various asset classes and also provides educational resources through newsletters, podcasts, and seminars.

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 and previously worked at Wells Fargo Clearing for 10 years. &PARTNERS serves a wide range of individual and institutional clients, offering investment management, financial and tax planning, retirement-plan consulting, and brokerage services through a dual registration as both a registered investment adviser and broker-dealer. The firm employs a mix of fundamental, technical, and quantitative analysis, managing accounts directly or via third-party managers, and provides additional municipal advisory and research services.

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.

Nasser Afzali is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His background includes various roles related to tax, accounting, insurance, and pro bono financial training, with involvement in nonprofit organizations such as The Promise Land Charities Inc and volunteer work with Caris Pregnancy Counseling and Resources. He also provides estate planning document preparation through Net Law Inc and supports The Farsi Church in Chicago Land with tax and accounting services. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers a range of advisory and broker-dealer services, combining proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Kurt Helmich is a financial advisor at Integrated Wealth Concepts LLC with five years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Hightower Advisors and Charles Schwab & Co., Inc. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm employs a mainly long-term investment approach using customized portfolios that include mutual funds, ETFs, equities, and fixed income, and offers discretionary management, financial planning, family office, and retirement plan advisory services.

Nathanial Chapel is a Series 65-licensed financial advisor with nine years of industry experience. He is currently with Farther and has operated Chapel Financial Group Inc. since 2017, where he is involved as a president and insurance agent focusing on fixed annuities, Medicare Supplement, life insurance, and long-term care. Chapel has also maintained advisory roles at Tru Financial Strategies under his ownership since 2017. Farther provides discretionary investment management and advisory services mainly to individual investors, trusts, and estates, utilizing a web and mobile platform alongside in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, employing proprietary model portfolios or customized allocations with algorithmic rebalancing, and it integrates AI tools to supplement advisor judgment.

Eric Andresen is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at LPL Financial since 2005 and joined NewEdge Advisors in 2023. Andresen is involved in tax preparation and accounting services through Midwest Small Business Accounting. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing model-based strategies and technology tools to support advisors and clients.

Thomas Gonzales is a financial advisor at Allworth Financial, L.P. with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including JPMorgan Chase and Fifth Third Bank. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers financial planning, portfolio management, qualified retirement plan consulting, and manages privately offered funds using a blend of quantitative and qualitative analysis through its Investment Committee.

Bradley Mills is a financial advisor with Fifth Third Securities, Inc. in Elmhurst, IL, holding a Series 66 designation and 25 years of industry experience. He has been with Fifth Third Securities since 2005. 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, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and use of platforms like Fidelity Institutional Wealth Adviser.