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.

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.

Nader Maalouf is a financial advisor at Citigroup Global Markets with Series 66 and Series 63 licenses and three years of industry experience. His prior work includes roles at Citibank, Uber, J.P. Morgan Securities, and AXA Advisors. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, leveraging both internal oversight and external partnerships to manage client portfolios.

Giacomo Palazzolo is an investment advisor representative with TLG Advisors, Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at The Leaders Group, Inc. since 2013 and Resource Insurance and Financial Group since 2003. In addition to his advisory role, he is involved in insurance and group benefits businesses and serves as a notary public. TLG Advisors serves individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm offers investment supervisory services, portfolio management, financial planning, and fiduciary services, with an investment approach centered on manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory.

Drew Mullarkey is a financial advisor at Mariner with five years of industry experience. He holds a Series 66 designation and has worked previously at Capital Group Companies - American Funds, DoorDash, Morgan Stanley, and Valeo Financial Advisors. Mariner serves a broad range of clients including individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios that combine in-house research with third-party managers and provides specialized tax integration and financial wellness solutions.

Calla Gorman is a Series 66-licensed financial advisor with 11 years of industry experience. She currently works at Independent Financial Partners and has held roles at several firms including Sheridan Road Advisors, LPL Financial, and Merrill. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting.

Nathaniel Chan is a financial advisor at Mariner with a Series 66 designation and one year of industry experience. Prior to his advisory roles, he worked at Lu's Sushi and Chinese and spent a decade at Wheaton College. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers customized investment management alongside integrated tax and accounting services, retirement plan consulting, and a range of operational capabilities such as family office and financial wellness solutions.

Jacob Lee is a financial advisor with Guardian Life, holding a Series 66 designation and eight years of industry experience. He has worked at Guardian Life since 2023 and previously held roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Axa Advisors, LLC. His outside business activities include licensed insurance work unrelated to Guardian Life. Guardian Life, through its subsidiary Park Avenue Securities LLC, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party advisory platforms.

Vincent Allegra is a financial advisor with Creative Planning, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Prior to joining Creative Planning in 2023, he worked for Mesirow Financial, Inc. for 19 years. Outside of his advisory role, Allegra serves on the boards of Choose DuPage and Hinsdale Swim Club, contributing to community development and local recreational activities. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, and retirement plans. The firm employs a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental portfolio management techniques and integrated retirement plan services.

Anthony Scott is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Citigroup Global Markets since 2008. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of advisory programs and execution services. The firm combines large institutional scale with specialized market roles, including in-house research and derivative services, providing multi-asset, multi-manager strategies implemented through discretionary and non-discretionary programs.

Paul Niemiec is a financial advisor with Lincoln Investment in Lombard, Illinois, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Valic Financial Advisors, Bank of America, Merrill, and Equitable Advisors. Outside of finance, Niemiec works as an assistant coordinator for Sarah Kathleen Events, a wedding and event planning company. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive strategies.

Robert Duwa is a CFA® charterholder with 28 years of industry experience. He has been with William Blair & Co LLC since 2010. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm emphasizes active, research-driven management across multiple asset classes and offers proprietary model portfolios along with access to private funds and co-investment opportunities.

Michael Greenen is a CFP® and PFS™ with 25 years of industry experience. He is currently an advisor at Cerity Partners LLC and previously worked at Edge Financial Advisors, Lantern Wealth Guardians, and operated his own CPA practice, Michael J. Greenen CPA PC. He continues to own this CPA firm, dedicating part of his time to it during trading hours. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, foundations, and institutional investors, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services with a client-specific investment approach that integrates quantitative screening, manager selection, and direct security investment alongside access to alternative private market solutions.

Valbona Ceci is a CFP® professional with nine years of industry experience, currently with Mariner in Oakbrook, IL. Her prior experience includes roles at BMO Private Bank and Mariner Wealth Advisors. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, implementing customized portfolios overseen by an Investment Committee and supported by both in-house and third-party managers.

Jack Hansen is a Series 65-licensed advisor with Mariner who has four years of industry experience. He has worked with Mariner Wealth Advisors since 2018. Prior to his advisory role, Hansen held positions at Afton House Inn and FINISH LINE. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm uses discretionary, customized portfolios overseen by an Investment Committee and combines in-house research with allocations to third-party managers across a range of asset classes and strategies.

Benjamin Audley is a CFP® professional with eight years of experience in financial advising. He currently works at Integrated Wealth Concepts LLC and previously held roles at Hightower Advisors, LLC and Mesirow Financial, Inc. prior to joining his current firm. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm primarily constructs customized portfolios using mutual funds, ETFs, individual equities, and fixed income with a primarily long-term approach, while also offering discretionary investment management and family office services.

Sharon Santopadre is a financial advisor at Integrated Wealth Concepts LLC with 19 years of industry experience. She holds the Series 66 designation and previously worked at Wayne Hummer Investments for 10 years before joining Integrated Wealth Concepts in 2021. Outside of her advisory role, she dedicates a portion of her time to activities involving fixed annuities, fixed life insurance, and long-term care insurance. Integrated Wealth Concepts serves a range of clients including individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office and retirement plan advisory services, and sponsors wrap-fee programs that emphasize customized portfolios primarily composed of mutual funds, ETFs, equities, and fixed income.

Sarah Taylor is a financial advisor at Benjamin F. Edwards & Company, Inc. She holds a Series 66 designation and has six years of industry experience, including prior roles at TD Ameritrade and Benjamin F. Edwards. Before entering the financial services field, she spent over a decade as a homemaker. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporations through more than 500 advisors. The firm offers a range of services including advisory programs, financial planning, investment management, brokerage, insurance products, and M&A advisory services.

Lihua Zhu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her work history includes roles at Prime Planners Inc and HR-Block, along with her position as an IRS Enrolled Agent providing tax preparation services. She has also been involved with the Xilin Northwest Chinese School and co-owns a small business with Frank Liu. Transamerica Financial Advisors, LLC offers investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers. The firm serves individual investors, employer-sponsored plans, trusts, estates, and charitable organizations through a large network and multiple advisory platforms.