Connor Morse is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and 11 years of industry experience. Prior to joining Wealth Enhancement Advisory Services in 2021, he worked at SVA Plumb Wealth Management, LLC from 2015 to 2020. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers comprehensive financial planning, asset management, and specialized retirement plan consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Jer Sheng Chen is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has concurrent roles at Blue Cross Blue Shield of Illinois and TRATON R&D US, LLC, working as a health insurance producer and technical specialist, respectively. Chen’s background includes engineering and health insurance production alongside his advisory work. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio approach supported by third-party managers and offers multiple advisory platforms such as Transamerica ONE and TFA365.

James Jaramillo is a financial advisor at Independent Financial Partners with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including LPL Financial and Sheridan Road Advisors. Outside of his advisory role, he serves as a board member for the Brighton Ridge Homeowners Association in Mequon, Wisconsin. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, and features a notable retirement-plan advisory and pension consulting capability.

Andrew Schniers is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and ten years of industry experience. He has worked at Citigroup since 2018 and previously held roles at JPMorgan Securities LLC and JPMorgan Chase Bank from 2015 to 2018. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of advisory programs and execution services. The firm employs multi-asset, multi-manager investment strategies and operates with significant institutional scale, including in-house research and roles as a swap dealer and futures commission merchant.

Michael Dipiero is a financial advisor at Kestra Advisory with 16 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Hornor Townsend & Kent, Penn Mutual Life Insurance Company, AssetMark Brokerage, Centurion Capital Group, and Capital Brokerage Corporation. He serves as Director of Investments at Coltiva Wealth Planning Partners, focusing on financial planning and insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving notable clients such as sovereign wealth funds.

Ronald Dickstein is a financial advisor with Eagle Strategies (NY Life) based in Deerfield, IL. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. His career includes roles at Mass Mutual Investors Services, Signator Investors, Inc., and Equitable Advisors. Additionally, he is appointed as an insurance broker with outside carriers for non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis.

Lori Hansen is a financial advisor at William Blair with 40 years of industry experience. She holds the Series 63 and Series 65 designations and has been with William Blair & Company L.L.C. since 1982. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, and institutional clients. The firm employs an active, research-driven approach across various asset classes and provides proprietary models and access to private funds and co-investment opportunities.

James Farmer is a financial advisor at TLG Advisors, Inc. with 17 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes roles at The Leaders Group, Inc. since 2016 and Windy City Financial Planners and FSG since 2009. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm’s investment approach focuses on manager selection and monitoring using fundamental analysis and Modern Portfolio Theory to build diversified portfolios, with services delivered through a network of independent representatives and sub-advisors.

Richard Ceffalio Jr. is a financial advisor at NewEdge Advisors with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, Wells Fargo, UBS Financial Services, and A.G. Edwards & Sons. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad suite of services including portfolio management, financial planning, retirement plan consulting, and access to sponsored advisory programs, utilizing multiple program structures and technology tools to support advisor and client needs.

Austin Mc Donnell is a CFP® with four years of industry experience, currently serving as a financial advisor at Corient. His prior experience includes roles at Balasa Dinverno Foltz LLC, Northwestern Mutual, and Indiana University. He volunteers as a financial mentor at 3rd Decade, providing pro bono personal financial planning advice. Corient offers investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers, continuously monitoring portfolios using advanced risk management tools.

Deborah Feldman is a CFP® professional with 28 years of industry experience. She has worked at Hightower Advisors since 2017 and previously spent 11 years at Leonetti & Associates, LLC. Feldman is based in Buffalo Grove, IL. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory model emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

Danuta Durkiewicz is a CFP® with 10 years of industry experience, currently serving as a financial advisor at PNC Wealth Management. Her prior work includes roles at MissionSquare Investment Services, Bank of America, Merrill, and Fifth Third Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio option that employs algorithm-driven risk assessment and third-party-managed investment models.

Phillip Bucaro is a financial advisor with TLG Advisors, Inc. in Arlington Heights, IL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has held roles at Resource Insurance and Financial Group, The Leaders Group Inc, Pinnacle IFS Inc, and Insource Inc. Outside of his advisory work, he is involved in providing insurance and investment products to small businesses through KAPPLE & APPLE Insurance Benefits & Financial Services. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, combining fundamental analysis and Modern Portfolio Theory in its investment approach.

David Floyd is a financial advisor at Kestra Advisory with a Series 66 designation and four years of industry experience. He previously worked at Riverstone Wealth Partners and Commonwealth Financial Network from 2021 to 2026, and held positions at UBS Asset Management from 2016 to 2020. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as sovereign wealth funds and other large institutional investors.

Adam Hillebold is a financial advisor with Eagle Strategies (NY Life) based in Schaumburg, IL. He holds Series 63 and Series 66 licenses and has nine years of industry experience. Prior to joining Eagle Strategies in 2024, he worked at NYLIFE Securities LLC and New York Life Insurance Company since 2017 and at Tovar Snow Professionals Inc from 2014 to 2017. He is also licensed as an insurance broker, working part-time in that capacity. Eagle Strategies serves a diverse client base, including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its regulatory assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Bradley Gempeler is a financial advisor at &Partners with 26 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutional clients, offering a range of investment management and advisory services through both discretionary and non-discretionary strategies. The firm employs fundamental, technical, and quantitative analysis, leveraging proprietary and third-party models alongside ongoing portfolio monitoring.

Kyle Crowley is a financial advisor with NewEdge Advisors and holds a Series 66 designation. He has 10 years of industry experience, including prior roles at Wells Fargo Clearing and LPL Financial. Outside of his advisory work, he is involved with the Northwest Chargers Hockey Association in Mount Prospect, IL. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing both in-house and third-party strategies supported by technology and centralized due diligence.

John Matenko is a Series 66 licensed advisor with Principal Financial Services in Saint Charles, IL. He has one year of industry experience and has held positions at Principal Securities, Principal Life Insurance Company, and various other roles including at St. Charles Country Club and Goldfish Swim School. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm focuses on direct advisory programs, financial planning, and access to third-party money manager solutions.

Philip Sandrok is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Schaumburg, IL, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has been with Fifth Third Securities since 2014 and concurrently associated with FIFTH THIRD BANK since 2011. 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 provides multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

John Selzer is a financial advisor at Allworth Financial, L.P. with 40 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. His work history includes roles at Capital Point Financial Group, LTD. since 2014 and LPL Financial since 2004. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers asset management and financial planning services utilizing a mix of model strategies and third-party sub-advisers, with a notable operational structure including ownership by private investment vehicles and the Ontario Teachers’ Pension Plan.