Victor Champney is a financial advisor with Transamerica Financial Advisors, holding Series 63, 65, and 66 licenses and bringing 17 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and is also involved with The UTC Tax Busters and Inheritguard, LLC. Outside of finance, he operates a music studio, provides music lessons, and performs as a member of a musical band. Transamerica Financial Advisors serves a wide range of clients including individuals, employer-sponsored retirement plans, trusts, and charitable organizations. The firm delivers advisory services primarily through model portfolios and third-party managers, supported by a large advisor network and multiple program platforms.

Aurelio Reyes is a financial advisor with Fifth Third Securities, Inc. based in Woodridge, IL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior work includes positions at J.P. Morgan Securities and Merrill. Outside of his advisory role, he works as a local DoorDash driver. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a municipal-advisor registration.

Marzena Lukasiewicz is a financial advisor at Brookstone Capital Management LLC with three years of industry experience. She holds a Series 65 designation and has worked previously at Financial Wealth Alliance, MasterCall, and World Discount Telecommunications. Outside of her advisory role, she is involved in insurance sales. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Srikanth Kamasamudram is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 licenses. He has been with Transamerica and affiliated firms since 2026. Outside of advisory work, he has been involved with KAS Tech Solutions, Inc. since 2005. Transamerica Financial Advisors serves a broad client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Daniel Hedge is a CFP® with 10 years of industry experience, currently advising at Benjamin F. Edwards & Company, Inc. since 2023. Prior to this, he spent seven years at Wells Fargo Clearing. Outside of his advisory work, he serves as chair and board member of the St. Charles and Elgin Chambers of Commerce and occasionally delivers sermons as a guest speaker at Village Bible Church. Benjamin F. Edwards & Company is an integrated broker-dealer and registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of advisory programs, investment management, brokerage services, and insurance products, combining proprietary strategies with third-party models and operating an internal equity and fixed-income trading desk.

Curtis Wilcox is a financial advisor with Lincoln Investment in Lombard, Illinois, holding Series 63 and Series 66 designations and totaling 15 years of industry experience. Prior to joining Lincoln Investment in 2026, he was with VALIC Financial Advisors for 16 years. Outside of his advisory work, he is involved in MCW Development, LLC, a real estate company he co-owns that develops small real estate projects. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management using proprietary models and third-party managers, and advisory services often led by advisors using Lincoln’s platform and Investment Management & Research team.

Brian Ellerman is a financial advisor with Principal Financial Services in Downers Grove, IL, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Principal Securities and Principal Life Insurance Co since 2015. Ellerman serves on the board of the Kenilworth Community Fund, a nonprofit that raises donations for local community organizations. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under both adviser and promoter arrangements.

Benjamin Welch is a financial advisor with Lincoln Investment in Lombard, IL, holding Series 63 and Series 66 licenses and 19 years of industry experience. His prior experience includes roles at LPL Financial, J. McGovern and Associates, Lincoln Investment Planning, and Merrill. Outside of his advisory work, he serves as a Boys U5 Division Coordinator and board member for AYSO 300, a youth soccer organization. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a broad client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm combines advisor-led consulting with model portfolios developed by an in-house investment management team and offers both discretionary and non-discretionary services across various platforms.

Dane Sauer is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Schaumburg, IL. He has been with Mercer since 2016 in various roles. Mercer Global Advisors provides investment advisory and financial planning services to individuals, families, small business owners, plan sponsors, and non-profits. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and other strategies, and offers a broad range of specialized services including retirement plan consulting and family office solutions.

Jorge Seda Rivera is a financial advisor with Principal Financial Services, holding a CFP® designation and 26 years of industry experience. He has worked at Principal Securities Inc and Principal Life Insurance Company since 2020, following prior roles at The Huntington Investment Company and PNC Investments. Outside of financial advising, he manages behavioral health practice management businesses, providing administrative and consulting support. Principal Securities offers brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services emphasize direct advisory programs, financial planning, and access to third-party money manager solutions, with investment implementation generally carried out on a discretionary basis by these managers.

Nikola Plavsic is a financial advisor at Principal Financial Services with Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, JP Morgan Chase Bank, and LPL Enterprise LLC. 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.

Russell Game is a financial advisor with Brookstone Capital Management LLC, holding a ChFC® designation and Series 63 and 66 licenses, with 36 years of industry experience. He has worked at Brookstone since 2017 and previously spent time with Center Street Advisors and Center Street, as well as owning and operating Game & Associates Financial Services, Inc. Outside of his advisory work, he is the owner and president of Game & Associates Financial Services, which sells insurance products including fixed annuities. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other entities. The firm utilizes strategic and dynamic asset-allocation models alongside a diversified mix of investment vehicles and serves both as a primary advisor and sub-advisor through its turnkey platform.

Maureen Zygler is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 credentials and nine years of industry experience. Her prior roles include positions at Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services. She also has experience in the hospitality sector, having worked at Kona Grill and Uncle Julio's Restaurant. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services through a large network of investment adviser representatives and a range of affiliated and unaffiliated investment products.

Bryan Brooks is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds a Series 66 designation and has held roles at firms including Charles Schwab, Fidelity, Nuveen, and TIAA. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm provides both point-in-time planning and ongoing portfolio management services, acting as adviser to a donor-advised fund and operating within a vertically integrated structure that includes affiliated funds.

Joseph Florina is a CERTIFIED FINANCIAL PLANNER™ professional with seven years of industry experience. He is currently with Brookstone Capital Management LLC and Wealth Financial Services & Tax Advisory. His prior experience includes roles at Interactive Brokers, First American Bank, and Mass Mutual Investors Services. Brookstone Capital Management provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm utilizes strategic and dynamic asset-allocation models, a turnkey asset management platform, and a range of investment strategies including ETFs, mutual funds, and options-enhanced approaches.

Charles Williams is a CFP® professional with 35 years of experience in the financial services industry. He has worked with Independent Financial Partners since 2010 and previously served at LPL Financial and IFP Securities, LLC. Williams is also an adjunct professor at Northwestern University School of Continuing Studies, where he teaches a retirement planning and employee benefits course. 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, with a focus on retirement-plan advisory and pension consulting services.

David Kohlmeyer is a CFP® professional with 34 years of industry experience. He is currently with Benjamin F. Edwards & Company, Inc., where he has worked since 2018. His prior experience includes roles at Stifel Nicolaus & Co Inc, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He serves as treasurer for the Wheaton Academy Foundation in a volunteer capacity. 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 and brokerage services, including proprietary and third-party investment strategies with discretionary and non-discretionary managed solutions.

Jeffrey Perkins is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also serves on the board of Marengo Area Outreach Enterprises. Outside of finance, he manages Perkins Farm, which sells hay and beef. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm employs a model portfolio approach using third-party managers and proprietary solutions delivered through multiple platforms.

James Wilkins is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 66 credentials and having 34 years of industry experience. His prior roles include positions at LPL Financial LLC, OSAIC, Securities America Advisors, and National Planning Corporation. Wilkins also works as a wealth advisor specializing in variable annuities. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base—including individuals, retirement plans, corporations, nonprofits, and institutional clients—offering investment management and financial planning through a network of affiliated and independent advisers using an open-architecture model with multiple third-party platforms.

Kahina Kherbouche is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and one year of industry experience. She has worked in various roles within Fifth Third Bank since 2019, with prior experience at MB Financial Bank, Liberty Tax, and Joson's Deli. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients, including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.