Kelly Tischart is a financial advisor with The Huntington Investment Company and holds Series 63 and Series 65 licenses. She has 34 years of industry experience, having worked previously at LPL Financial and Ameriprise Financial Services. Outside of her advisory role, she is associated with a retail business specializing in collectible merchandise such as baseball cards and coins. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities by offering advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform. The firm uses an open-architecture model that includes third-party sub-managers and proprietary Private Bank models, providing portfolio management and related services primarily through percentage-of-assets wrap fees.

Robert Anderson is a CFP® with 27 years of industry experience, currently serving as an advisor at Beacon Pointe Advisors, LLC. He spent 22 years at Voyager Capital Management, LLC before joining Beacon Pointe in 2025. Anderson is involved in transitioning advisory business from his former firm following its acquisition. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base that includes individuals, corporations, pension plans, and institutional clients. The firm combines asset-allocation modeling with third-party Independent Managers and employs both active and passive strategies across public and private asset classes.

Katharine Lois is a financial advisor at Benjamin F. Edwards & Company, Inc. with four years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for six years before joining her current firm. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, corporations, and institutions. The firm offers a range of investment management and financial planning services through consolidated wrap programs that include both discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

Dean Rattin is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with PNC Investments since 2009. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a discretionary digital offering available by invitation to employees. The firm’s investment strategies use approved models managed by PNC or third-party strategists, with implementation via mutual funds and ETFs and a risk-assessment approach driven by an algorithmic questionnaire.

Hayley Block is a financial advisor at Mercer Global Advisors Inc. with four years of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial, Wealth Enhancement Advisory Services, and Charles Schwab. She also serves as a consultant on industry trends for firms including Prosapient Ltd., AlphaSights Ltd., and Gerson Lehrman Group Inc. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management.

Brittany Suttie is a Series 66-registered advisor with First Command Advisory Services and has three years of industry experience. She has been with First Command Brokerage Service Inc. since 2016. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, using a centralized Investment Management Team to design and manage portfolio models.

Rachael Nickelsen is a CFP® and holds a Series 66 license with 12 years of industry experience. She currently works at Beacon Pointe Advisors, LLC and previously held roles at Voyager Capital Management, LLC and Raymond James Financial Services. Outside of financial advisory, she has a long history with Lake Geneva Cruise Line, where she was involved for 25 years. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals and institutions. The firm employs a manager-focused investment approach using proprietary due diligence and asset allocation models.

Eric Anders is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Gurnee, IL, holding Series 63 and Series 65 credentials and 26 years of industry experience. He previously worked at BMO Harris Financial Advisors, Inc. for 11 years before joining Fifth Third Securities in 2017. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through investment advisory and brokerage services. The firm offers a variety of investment programs via its Passageway Managed Account Platform, utilizing multiple third-party portfolio managers and strategies such as mutual funds, SMAs, tax-overlay services, and direct indexing.

Brian Luedke is a financial advisor with Commonwealth Financial Network and holds the ChFC® designation, along with Series 63 and Series 66 licenses. He has 29 years of industry experience, including 21 years at Thrivent Financial for Lutherans and Thrivent Investment Management. Outside of his advisory work, he serves as a Planning Commissioner for the Village of Richmond, Illinois. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Matthew Wormley is a CFP® professional with 13 years of experience in the financial services industry. He has been with Benjamin F. Edwards & Company, Inc. since 2013. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, and investment management services, utilizing strategies managed internally and by third-party managers.

Eric Anderson is a CFP®-designated financial advisor with eight years of industry experience, currently affiliated with Benjamin F. Edwards & Company, Inc. He has been with the firm since 2018 and previously worked at Pandora Media. Anderson serves as a board member of the Fox River Grove Police Pension Board, providing oversight of the village police pension fund and disability issues. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, charitable organizations, corporations, and institutions. The firm offers a range of fee-based wrap programs and investment strategies managed by internal teams and third-party managers, combining custody, execution, and advisory services through a large network of advisors.

Alfonso Ruiz is a financial advisor at Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has been with Fifth Third Bank since 2010. Ruiz joined Fifth Third Securities in 2025 and is based in McHenry, Illinois. 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, and institutional investors. The firm combines municipal-advisor registration with its affiliation to Fifth Third Bank and offers multiple discretionary managed-account programs featuring direct indexing and tax-overlay services.

Maxwell Campbell is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 65 designation and currently based in Lake Geneva, WI. He joined Beacon Pointe in 2025 and has previous experience with Voyager Wealth Management, Lucida Tax & Accounting Solutions, and various roles in accounting, education, and retail. Outside of financial advising, his background includes work in tax and accounting services as well as community involvement with Wildwood Park District. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes, and offers proprietary private funds alongside institutional-grade reporting and analytics.

Gregory Hilgenberg is a financial advisor at PNC Wealth Management with 18 years of industry experience. He has been with PNC since 2010 and holds Series 63 and Series 66 licenses. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and primarily invests in mutual funds and ETFs with annual rebalancing.

James Goehl is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and with 41 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Benjamin F. Edwards in 2018. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management consulting, utilizing a range of strategies managed internally and by third parties.

Timothy Oman is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 designations and 20 years of industry experience. He has been with Benjamin F. Edwards since 2015. Outside of his advisory role, he serves as a part-time football coach at Alden Hebron High School and Woodstock North High School District 200. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, pension plans, charitable organizations, and corporations. The firm offers various investment strategies through wrap programs, combining custody and execution services with internally managed trading desks.

Mark De Merritt is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Hornor Townsend And Kent, Inc. since 2005. Outside of advisory services, he is also involved in life insurance brokerage. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, managing over $8 billion in discretionary assets and offering both discretionary and non-discretionary account options.

Brian Reilly is a financial advisor at Benjamin F. Edwards & Company, Inc. with 56 years of industry experience. He holds a Series 63 designation and has been with Benjamin F. Edwards & Co since 2013. Outside of his advisory role, he serves as a trustee for his deceased father-in-law’s investment-related affairs. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management, utilizing a variety of managed strategies with ongoing monitoring and rebalancing.

Jeanette Murray is a financial advisor at Benjamin F. Edwards & Company, Inc. with 27 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Benjamin F. Edwards since 2013. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management services, utilizing a variety of managed strategies and maintaining an internal trading desk.

August Negele is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. Prior to his current role, he worked in real estate-related positions, including as a data analyst for Keller Williams North Shore West. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning that covers a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”