Joseph Foltz is a CFP® with six years of industry experience and is currently an advisor at Corient. His prior experience includes roles at Balasa Dinverno Foltz LLC and several other financial and educational organizations. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools to align portfolios with client objectives.

Thomas Love is a financial advisor at Benjamin F. Edwards & Company, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Benjamin F. Edwards, he worked at Invesco and has professional experience with nonprofit organizations including YoungLife and Samaritan's Purse. He also has a background in collegiate athletics and education through roles at Wheaton College and Wheaton Academy. 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 over 500 advisors. The firm provides a range of advisory and brokerage services, including wrap-fee programs, financial planning, and retirement plan consulting, utilizing both proprietary strategies and third-party models across equities and fixed income.

Lorence Merritt is a financial advisor with Independent Financial Partners in Highland Park, IL, holding the ChFC® designation and Series 63 and 65 licenses. He has 46 years of industry experience and has worked at firms including LPL Financial and Sheridan Road Advisors. Outside of his advisory work, he serves as Co-Chair of Legacy Fundraising at Temple Beth Israel. 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.

Lewis Affetto is a Series 66-credentialed financial advisor with 16 years of industry experience, currently serving at Kestra Advisory since 2021. His prior experience includes roles at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc, spanning over a decade. Outside of his advisory work, he is a partner in an accounting firm, Bernard A. Affetto & Co., and serves on the board of FRA NOI, a nonprofit organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers comprehensive services such as fiduciary consulting, plan design, and investment advice, supporting a wide range of client needs with multiple management platforms and third-party solutions.

Kevin Trinidad is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His prior experience includes roles at Mutual of Omaha, Prudential, and Wealthpoint360, where he is also an owner and insurance broker. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and businesses. The firm uses a combination of model portfolios, mutual funds, ETFs, and individual securities, and offers a range of asset management and consulting services supported by multiple program platforms and third-party technology.

Justin Ancona is a CFP®-credentialed financial advisor with eight years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. He previously worked at Raymond James Financial Services and LPL Financial. Outside of advisory services, he owns a business called Pickleball Journey. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement plan consulting. The firm utilizes discretionary and non-discretionary portfolio management strategies and integrates technology platforms to support estate planning and asset aggregation.

Victor Salvador is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Victory Brokerage Services and the National Association of Registered Social Security Analysts. Outside of advisory work, he is involved in financial education, teaching literacy classes through the Heartland Institute of Financial Education, and participates in event organization for regional teams. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Michael Tuber is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Focus Partners Wealth, he worked at Kovitz Investment Group Partners, Strategic Wealth Partners, and JP Morgan Chase Bank, N.A. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside tools like trend-following and options overlay strategies.

Stevany Williamson is a financial advisor with Empower Advisory Group in Arlington Heights, IL. She holds Series 63 and Series 65 licenses and has three years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and various mortgage-related firms. Before entering financial services, she operated Stevany Thomas Salon and Spa for three years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and brokerage account holders. The firm’s integrated model supports services through Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Robert Bockel is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior roles include positions at OneDigital Investment Advisors, Triad Advisors, Hornor, Townsend & Kent, and Penn Mutual Life Insurance Company. Bockel is involved with several financial strategy and wealth management activities, including leadership roles at BXY Financial Network and OneDigital as well as advisory services at Pinnacle Planning Group. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a broad client base, including individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm employs a variety of investment strategies and offers access to alternative investments and donor-advised funds, leveraging platform relationships and affiliated managers to deliver and monitor its services.

Richard Kuzniar is a CFP® with 34 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2017. Prior to that, he worked at BMO Harris Financial Advisors for over a decade. 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 combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing a range of discretionary managed-account options and features such as direct indexing and tax-overlay services.

Terrence Crowley is a financial advisor with NewEdge Advisors who holds Series 63 and Series 65 credentials and has 42 years of industry experience. He has worked at several notable firms, including LPL Financial LLC, Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Merrill. Outside of his advisory role, he serves as a caregiver for his disabled son. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, institutions, and charitable organizations through independent investment adviser representatives. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support client and advisor needs.

Amanda Czosek is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and bringing 10 years of industry experience. She also holds ownership roles in Guardian Wealth Advisory Group and Jager Financial Services. Amanda serves as a board member of the National Alliance on Student Loan Debt. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individual households, corporations, and trusts. The firm utilizes discretionary model portfolios and combines fundamental, technical, and cyclical analysis to implement investment strategies.

Jose Madrigal is a financial advisor with Lincoln Investment in Lombard, IL, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Lincoln Investment since 2013, following prior roles at Signator Investors, Inc. and Valic Financial Advisors. Lincoln Investment Planning, LLC is a large enterprise 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 through model portfolios and third-party managers, and maintains a long history of working with educators and participants in 403(b) and 457(b) programs.

Barry Finkelstein is a financial advisor with Eagle Strategies (NY Life) in Deerfield, IL, holding CFP® and ChFC® designations and over 44 years of industry experience. He has been with Eagle Strategies, New York Life Insurance Company, and Nylife Securities LLC since 2010. Finkelstein serves on a professional advisory committee for the Jewish United Fund, a Chicago-based organization of attorneys, CPAs, and financial advisors. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutional investors, and plan sponsors. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Lauren Holwell is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 19 years of industry experience. She has been with Oppenheimer & Co. Inc. since 2012. Outside of her advisory role, she volunteers with the Lake Forest Chamber of Commerce. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, and charitable organizations through a network of over 400 independent advisors. The firm offers a variety of portfolio management options and develops investment strategies under firm supervision, acting as a fiduciary when agreements are in place.

Joseph Tabet is a financial advisor at William Blair with five years of industry experience. He holds a Series 66 designation and has worked at William Blair since 2021. Prior to his current role, his work history includes positions at World of Beer, Local Tree Tech, and Alaska Pacific Seafoods. William Blair’s Private Wealth Management division provides discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across equities, fixed income, and alternative strategies, offering proprietary models and access to private funds through its MB Investments Program.

Brian Sutherland is a financial advisor with AE Wealth Management, LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Oxbow Financial, TSFG, LPL Financial, and Perdoceo Education Corporation. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach with model portfolios, discretionary asset management, financial planning, and plan services, supported by an internal Investment Consulting Group and various licensing and sub-advisory programs.

John Sias is a financial advisor with NewEdge Advisors, holding Series 63 and Series 66 credentials and over 24 years of industry experience. His career includes roles at Edward Jones from 2002 to 2018 and LPL Financial since 2018. He provides investment advisory services through NewEdge Advisors, an independent registered investment advisor firm. 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 representatives. The firm offers a broad range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing multiple program structures and technology tools to support advisor and client needs.

Gerald Gilbertson is a CFP® with 38 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2010. He holds Series 63 and Series 65 licenses and is based in Mount Prospect, IL. 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, corporate and business clients, 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.