Joel Fliegel is a CFP® professional with 26 years of experience in the financial services industry. He has worked at Wealth Enhancement Advisory Services, LLC since 2017 and previously held roles at LPL Financial, LLC, CLA Financial Advisors LLC, and Goldman Sachs Wealth Services. Outside of his advisory work, Fliegel serves as a Level 1 USA Hockey Official, officiating youth hockey games in the Chicago area, and volunteers pro bono counseling for families affected by cancer. Wealth Enhancement Advisory Services delivers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a diversified investment approach that blends passive and active strategies, supported by an internal Investment Committee and a variety of implementation tools.

Craig Morgan is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 66 credentials and has 50 years of experience in the industry. His prior roles include positions at Stifel Nicolaus & Co Inc, Wells Fargo Clearing, Xelan Financial Planning, Inc., and A. G. Edwards & Sons, Inc. 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 more than 500 advisors. The firm offers a range of services including advisory programs, financial planning, investment management, brokerage, insurance products, and certain M&A advisory services.

Brady Peat is a CFP® with four years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC. His prior experience includes roles at Hightower Advisors, PrairieView Partners, and Googins Advisors. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors, offering discretionary investment management, financial planning, and family office services. The firm employs customized portfolios using mutual funds, ETFs, individual equities, and fixed income with a primarily long-term investment approach.

Kevin Sanders is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and 12 years of industry experience. He is also the owner and sole proprietor of The Sanders Law Firm, where he provides legal services including real estate closing advice and estate planning. His prior work includes roles at Guardian Wealth Advisory Group and Sanders Financial Services Inc. AE Wealth Management offers fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm uses discretionary model portfolios and a variety of analytical methods to implement investment decisions, managing approximately $49.8 billion for over 127,000 clients.

Christopher Wyzgowski is a financial advisor at Lincoln Investment with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including VALIC Financial Advisors, Agia, and Capital Analysts. Wyzgowski is also involved in insurance sales, specializing in life and long-term care insurance, and is the founder of NFMB, LLC, a tax and accounting entity. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a notable history working with educators and 403(b) and 457(b) program participants. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house investment management team that constructs strategic and adaptive model portfolios.

Francis Mulligan is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds a Series 66 designation and has held roles at South Jersey Industries, Rutgers Law Associates, and the Gloucester County Prosecutor's Office. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs, employing strategic and tactical allocation models and integrating resources across the broader Goldman Sachs ecosystem.

Richard Kasher is a financial advisor with Independent Financial Group, LLC in Schaumburg, IL, holding Series 63 and Series 65 registrations and bringing 31 years of industry experience. He has been with Independent Financial Group since 2009 and is also the sole owner of Diversified Tax Services, Inc., where he serves as an officer and director providing accounting and tax consulting services. Kasher is involved in consulting engagements related to business valuation and forensic analysis. Independent Financial Group, LLC offers investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm utilizes a model-driven investment approach combining passive and active strategies, with portfolio management and financial planning delivered through multiple platforms and third-party asset managers.

Robert Richardson is a ChFC® credentialed financial advisor with 33 years of industry experience. He is currently with Integrity Alliance, LLC and has held roles at firms including IZALE Financial Group and Lion Street Financial. Outside of advisory work, he owns and operates an online retail store through Cultivated Community LLC. Integrity Alliance, LLC is a large advisor network serving a diverse client base that includes individual investors, corporations, and qualified retirement plans. The firm provides portfolio management, financial planning, and a range of advisory programs, employing various allocation strategies through discretionary accounts, model portfolios, and third-party sub-advisers.

Preeti Gupta is an advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 credentials and currently located in Wheeling, IL. She has been with Fifth Third Bank since 2022 and joined Fifth Third Securities in 2026. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account platform, allowing clients to select strategies tailored to their risk profiles.

Daniel Bolan is a CFP® with 22 years of industry experience, currently advising at Allworth Financial, L.P. He has held prior roles at AW Securities, 83 Rd St. Wealth Management, FNBC Bank & Trust, Charles Schwab Wealth Management, and Mesirow Financial Investment Management. Allworth Financial serves a broad client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, retirement plan consulting, and education through newsletters, podcasts, and seminars, using a combination of quantitative and qualitative analysis to deliver customized investment solutions.

Katelyn Depew is a Series 66-licensed financial advisor with 14 years of industry experience. She currently works at Mercer Global Advisors Inc. and previously spent 11 years at TIAA-CREF and Tiaa. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of investment advisory, financial, tax, retirement, and estate planning services. The firm follows an investment approach based on Modern Portfolio Theory with globally diversified portfolios implemented through low-cost ETFs, index funds, separate account managers, and other strategies.

Charles Villano is a CFP® with 32 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. His career includes extended tenures at both Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he provides continuing professional education (CPE) courses for local CPAs and engages in life coaching for business owners. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm employs a combination of advisor-led discretionary management and model-based strategies, delivering tailored client solutions through proprietary programs, third-party platforms, and a digital advisory solution.

Molly Mohajir is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has previously worked at FCS Private Wealth, the University of Kansas, and Lockton. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm utilizes strategic and tactical allocation models and offers a range of services such as Private Family Office programs and access to Alternative Investments, supported by proprietary and third-party analytics.

Nicole Mayer is a financial advisor with Allworth Financial, L.P. She holds a Series 66 designation and has 20 years of industry experience. Her prior work includes roles at Arbor Point Advisors, Securities America Advisors, National Planning Corporation, and Equitable Advisors. Outside of advising, she is an author and speaker, and she also serves as an insurance consultant with Senior Services of Illinois. Allworth Financial serves a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm provides comprehensive financial planning and portfolio management, utilizing both quantitative and qualitative analysis to implement customized investment strategies.

Mingdong Tan is a financial advisor at Hightower Advisors with 22 years of industry experience. He holds a Series 66 designation and has been with Hightower Securities, LLC and Hightower Advisors since 2012. Outside of his advisory work, he serves on the board of Asphalt Plus LLC, a construction company. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and a range of investment vehicles.

Timothy Reid is a financial advisor with Eagle Strategies (NY Life) based in Arlington Heights, IL. He holds Series 63 and Series 65 licenses and has over 15 years of experience in the financial services industry, including roles at New York Life Insurance Company and NYLIFE Securities LLC. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through multiple program types and focuses primarily on non-discretionary assets, working within an integrated New York Life affiliate structure.

Linda Diebold is a financial advisor at Cetera Planning Partners with 27 years of industry experience and holds a Series 65 designation. She previously worked at Avantax Planning Partners, Inc. for 27 years and has been affiliated with Honkamp Krueger Financial Services and Diebold & Associates during her career. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate-planning through a third-party provider, and integrates resources from the broader Cetera network.

Matthew Vasiliauskas is a financial advisor with Goldman Sachs Wealth Services and holds a Series 66 designation. He has recently started his career in the financial industry and previously worked at Arthur J. Gallagher & Co. and Portillo's Restaurant Group, Inc. He also has experience with Indiana University’s Kelley School of Business and the Wheaton Park District. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, institutional clients, and plan sponsors, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models, manager selections, and a variety of implementation platforms, leveraging capabilities across the broader Goldman Sachs ecosystem.

Edward Meek is a CFP® professional with 34 years of industry experience, currently serving at Cerity Partners LLC since 2026. His prior experience includes roles at Alpha Cubed Investments, Edge Portfolio Management, and Fidelity. In addition to his advisory work, he is also an independent agent selling life, health, and disability insurance. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services through a client-specific investment framework that incorporates proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Pavel Yurevich is a CFP® professional at PNC Wealth Management with eight years of industry experience. He has previously worked at Fidelity Investments, Bank of America, Merrill Lynch, and Capital One. Outside of his advisory role, Pavel is an owner and operator of residential rental properties. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm employs algorithm-driven risk assessments and external portfolio delegates, focusing on mutual funds and ETFs with annual rebalancing.