Michael Gubin is a financial advisor at TLG Advisors, Inc. with 12 years of industry experience. He holds a Series 66 designation and has been affiliated with Schmidt Financial since 2012. Outside of his advisory role, he is involved in life insurance and annuity sales through his positions at Schmidt Financial and MAG Advisors Inc., where he serves as president and sole owner. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets and serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, and ERISA fiduciary services, employing a research approach based on fundamental analysis and Modern Portfolio Theory.

John Lothery is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked with OSAIC and Journey Financial Group. Focus Partners serves a diverse client base, including individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

John O'Callaghan is a financial advisor with SPC in Mount Prospect, IL, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 52 years of industry experience and has been with Sigma Planning Corporation and Sigma Financial Corporation since 2014. Outside of his advisory role, he is an independently licensed insurance agent operating under Touch Financial Group in Northfield, IL. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and a range of ERISA-related retirement plan services, delivering both discretionary and nondiscretionary management through a large network of advisers.

Max Wasserman is a financial advisor at Wealth Enhancement Advisory Services, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Miramar Capital LLC and UBS Financial Services Inc. 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 uses a diversified, risk-class based investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.

Laura Linger is a financial advisor at William Blair with 21 years of industry experience. She holds a Series 66 designation and has been with William Blair & Company, LLC since 2004. Outside her advisory role, she owns Exquisite Presentations, a tapestry placement business with inventory held for charitable donations. 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 active, research-driven management across multiple asset classes and provides proprietary models, third-party sub-managers, and access to private funds through its MB Investments Program.

Laura Davis is a financial advisor at Guardian Life with 40 years of industry experience. She holds the ChFC® and Series 63 designations and has worked with Guardian Life and Park Avenue Securities since 2012. Outside of her advisory role, she operates Advanced Strategies & Design, LLC, focusing on wealth accumulation and preservation strategies. Guardian Life, through its subsidiary Park Avenue Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary programs and third-party solutions.

Kimberly Petricca is a financial advisor with Mesirow Financial Investment Management, Inc. She holds Series 63 and Series 66 licenses and has 19 years of industry experience. Her prior roles include positions at Alera Investment Advisors, LLC, Triad Advisors, Inc., and GCG Financial LLC. Mesirow Financial Investment Management, Inc.’s Wealth Management division offers discretionary and non-discretionary investment management and financial planning to a diverse client base, including individuals, pension and profit-sharing plans, government entities, and institutional clients. The firm employs a comprehensive investment process that includes setting asset allocation targets, applying due diligence across various asset classes, and utilizing both proprietary and third-party investment products.

Jamie Gaballa is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Fifth Third Securities in 2024, Jamie was employed at Fifth Third Bank since 2022 and was self-employed from 2013 to 2021. 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 combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing clients access to multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.

David Zinck is a financial advisor at Sanctuary Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Noyes Advisors LLC and David A Noyes & Company. Sanctuary Advisors serves a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, providing portfolio management, financial planning, and retirement plan consulting services through a network of over 400 independent advisers. The firm employs multiple investment approaches and offers discretionary and non-discretionary account management with access to various sub-advisers and third-party platforms.

Ryan Block is a financial advisor at Creative Planning with 17 years of industry experience. He holds a Series 66 designation and previously worked at Mesirow Financial, Inc. for 15 years before joining Creative Planning in 2023. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and a range of retirement plan services.

Jonathan Neuman is a CFP® professional with 25 years of experience in the financial services industry. He is currently with &Partners and previously held roles at Wells Fargo Clearing and Morgan Stanley. Neuman also serves as a FINRA arbitrator. &Partners serves a diverse client base including individuals, institutions, and corporations, providing investment management, financial and tax planning, and retirement plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis and offers both discretionary and non-discretionary portfolio management.

Christopher Karam is a financial advisor with Independent Financial Partners in Schaumburg, IL, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Independent Financial Partners since 2011 and previously held roles at LPL Financial and Sheridan Road Financial, LLC. Karam also serves as a Supervisor of Cuba Township in Barrington, Illinois, overseeing the township’s operations and finances. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform focused on individualized investment strategies and is noted for its retirement-plan advisory and pension consulting services.

Kexin Yang is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and three years of industry experience. Prior to joining Goldman Sachs, Yang has worked with nonprofit organizations such as the Asian Pacific American Legal Resource Center and The Bail Project. Yang’s background also includes roles at The George Washington University and Washington University in St. Louis. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs, utilizing strategic allocation models and access to a wide range of affiliated Goldman Sachs products and resources.

Jin Liu is a financial advisor at Hightower Advisors in Deerfield, IL, holding Series 65 and Series 63 licenses with seven years of industry experience. Prior to joining Hightower Advisors in 2019, Liu worked at Navistar Inc. for five years. Outside of advising, Liu is a partner in Ecommerce Express LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers portfolio management, financial planning, and retirement plan consulting through a network of Advisor Practices.

Fadel Krisht is a financial advisor at Kestra Advisory with five years of industry experience. He holds a Series 66 designation and has previously worked at Goldman Sachs, Strategic Wealth Advisors Group, and LPL Financial. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, comprehensive plan design, and advisor-managed accounts. The firm serves very large institutional investors and provides access to multiple management platforms and third-party solutions.

Craig Hurley is a financial advisor with TIAA-CREF in Evanston, IL, holding Series 63, 65, and 66 licenses and having 26 years of industry experience. He has been with TIAA and its affiliated entities since 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management, employing both model and customized portfolios under a fiduciary standard.

Kyle Odeshoo is a financial advisor at Carson Wealth with a Series 65 designation and one year of industry experience. His prior work includes positions at Carson Wealth and the March McLennan Agency. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm serves corporate, institutional, and high-net-worth clients with discretionary asset management, financial planning, retirement plan services, and tailored investment solutions supported by a dedicated Investment Committee.

Lucas Weis is a CFP® with nine years of industry experience, currently serving as a financial advisor at &Partners since 2024. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2016 to 2024. Weis holds the Series 66 designation and is based in Lake Forest, Illinois. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, ERISA consulting, and brokerage services, utilizing a combination of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies.

Daniel Dolgin is a financial consultant with Kestra Advisory Services, holding a Series 66 designation and eight years of industry experience. He has worked at Kestra Investment Services and Kestra Advisory Services since 2020 and previously at First Allied Advisory Services and Safecor Health. In addition to his advisory roles, Dolgin serves as Vice President of Life at Associated Agencies, managing life, disability, and long-term care insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, employee education, and access to multiple management platforms, serving clients that include large institutional investors such as sovereign wealth funds.

Richard George is a CFP® and ChFC® with 30 years of experience in the financial services industry. He is currently an advisor at Bankers Life Advisory Services, Inc., having previously worked at Morgan Stanley and UBS Financial Services. He is also appointed to write business for Medicare Supplement, annuities, life insurance, health, and long-term care products through Bankers Life and Casualty Company. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan consulting. The firm combines fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.