Harvey Kaluzna is a financial advisor at SPC with 35 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Kaluzna has been associated with Sigma Financial Corporation since 2006 and concurrently operates Kaluzna Financial and Evergreen Investment Advisors, LLC since 2004. Outside of his advisory roles, he is involved in the sale of various insurance products and group health plans through his firms. SPC serves a diverse clientele including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement services, employing a range of discretionary and nondiscretionary strategies supported by formal succession and compliance protocols.

Grace Lyons is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. Prior to joining Goldman Sachs & Co. LLC in 2024, she held roles at Butler University, including work with the Transformation Lab, and has experience at the Chicago Highlands Club. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm utilizes strategic allocation models, multiple implementation approaches, and proprietary research tools, leveraging its integration with the broader Goldman Sachs organization to offer access to specialized programs and alternative investments.

Michael Leonetti is a CFP® professional with 32 years of industry experience, currently serving as an advisor at HighTower Advisors since 2017. He previously led Leonetti & Associates, LLC from 2008 to 2019. HighTower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment strategies.

Dominic Rosso is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 credential and seven years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019 and previously held roles at The Ayco Company, L.P./Mercer Allied, Marquette University Law School, and Hynes & Kuhn, S.C. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management supported by proprietary research, specialized programs, and access to alternative investments, leveraging the broader resources of the Goldman Sachs ecosystem.

Todd Bessey is a CFP® with 31 years of industry experience and is currently affiliated with Integrated Wealth Concepts LLC. He previously worked at Wayne Hummer Investments for 17 years before joining Integrated Wealth Concepts in 2021. Integrated Wealth Concepts serves individuals, 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, focusing on customized portfolios that combine internal management and third-party asset manager oversight.

Darryl Rosen is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and 10 years of industry experience. He has worked at Brookstone Capital Management since 2016 and also has a concurrent role at Rose Advisory Group since 2015. Outside of advisory work, he is involved in insurance sales through multiple carriers. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm offers discretionary portfolio management through a turnkey asset management platform and employs a range of investment strategies, including strategic and dynamic asset allocation models, Unified Managed Accounts, and options-enhanced strategies.

Milan Selakovic is a financial advisor at Mariner with a Series 65 designation and less than one year of industry experience. His prior work includes roles at Savant Wealth Management and various positions outside the financial services industry. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs a discretionary, customized investment approach supported by in-house research and third-party managers, with additional capabilities in tax integration and financial wellness services.

Luka Lezhava is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and one year of industry experience. Prior to his current role, he worked at Bankers Life Securities and Bankers Life & Casualty. Outside of advising, he is active as an insurance agent assisting retirees with Medicare. Bankers Life Advisory Services, Inc. provides discretionary and non-discretionary investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis. The firm emphasizes individual client service and integrates investment advisory with affiliated broker-dealer and insurance operations.

Sean Brooks is a financial advisor with Focus Advisor Solutions, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has held roles at several firms, including Assetmark Brokerage, LLC and Centurion Capital Group, Inc., before joining Focus Advisor Solutions in 2018. Brooks also serves as a divisional manager maintaining financial advisor relationships in the Great Lakes region. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers diversified, systematically invested mutual fund and ETF model portfolios, discretionary fixed-income management, and retirement plan fiduciary services, managing approximately $41 billion in assets for over 33,000 clients.

Kevin Jamali is a financial advisor at Farther with 18 years of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at Famdep Capital Management and Auctos Capital Management. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform and in-person meetings. The firm applies Modern Portfolio Theory using proprietary models and algorithmic rebalancing, focusing on ETFs, mutual funds, individual equities, and fixed income while incorporating AI tools under internal controls.

Fred Rutler III is a financial advisor with Creative Planning in Oak Brook, IL, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. His prior roles include six years at Lockton Investment Advisors, Lockton Financial Advisors, and Lockton Companies. Rutler has been with Creative Planning since 2021. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by private market exposure and tax-efficient techniques.

Adam Helwich is a financial advisor at Brookstone Capital Management LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Brookstone since 2015. Outside of his advisory work, he owns an independent insurance agency focused on fixed insurance products. Brookstone Capital Management is an SEC-registered adviser serving a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm delivers investment management primarily on a discretionary basis through model portfolios, unified managed accounts, and separately managed accounts, supported by a large advisor network and a turnkey asset management platform.

Kari Beyer is a financial advisor with Benjamin F. Edwards & Company, Inc. in St. Charles, IL, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Her career includes roles at Stifel Nicolaus & Co., Wells Fargo Clearing, and A.G. Edwards & Sons. She serves on the board of the Waterford Oaks Home Association, where she participates in budgeting and landscaping oversight. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm provides a range of services such as financial planning, investment management, and advisory programs, employing proprietary strategies alongside third-party models.

James Brandt is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. His career includes long-term roles at Fortis Investors, Inc. and his own firm, Brandt Financial Concepts. Outside of his advisory work, Brandt volunteers as a FEMA-certified trainer for disaster preparedness and serves as president of a homeowners association and a trustee on the Palatine Fire Pension Board. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutional plans. The firm offers financial planning and portfolio management through multiple platforms, utilizing both firm- and third-party models that combine strategic asset allocation with ongoing manager due diligence.

Clayton Eaton is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has 12 years of industry experience, all with T. Rowe Price since 2013. T. Rowe Price Advisory Services offers a retirement-focused advisory program that combines nondiscretionary financial planning, retirement income planning, and discretionary investment management. The firm serves individual investors and households, utilizing model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, with features such as tax-aware rebalancing and Monte Carlo-based retirement income projections.

Kimberly Riewerts is a financial advisor at Creative Planning with 20 years of industry experience. She holds the Series 66 designation and has been with Creative Planning since 2014. 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, supported by additional approaches such as direct indexing and tax-loss harvesting.

Adriana Jovsic is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. She holds a Series 66 designation and has worked at Ayco Goldman Sachs since 2021. Prior to her current role, she was employed at Lake Forest College in various capacities from 2018 to 2022. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management, supported by specialized programs and access to alternative investments, leveraging a range of strategic, tactical, and operational tools within the broader Goldman Sachs ecosystem.

Matthew Kling is a financial advisor with Principal Financial Services in Saint Charles, IL, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to his current role, he worked at Knights of Columbus Assets Advisors LLC and Knights of Columbus Insurance for a combined total of 14 years. He serves as a board member and trustee for the Edward J. Baker Foundation & Henry Rockwell Baker Memorial Community Center, a nonprofit community organization. Principal Securities offers brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm’s advisory services emphasize direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Kevin Meehan is a financial advisor at Wealth Enhancement Advisory Services, LLC with over 41 years of industry experience. He holds the CFP® and ChFC® designations and has been associated with Wealth Enhancement Advisory Services and related entities since 2013. Outside of his advisory role, Meehan is involved in real estate through DHC Realty LLC. 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 emphasizes diversified, risk-class based investment strategies blending passive and active management overseen by an internal Investment Committee.

Michael Garrison is a CFP® and CFA® with eight years of experience in the financial services industry. He is currently with Focus Partners Wealth, LLC and previously worked at Kovitz Investment Group Partners, Strategic Wealth Partners, BMO Harris Bank NA, and Chicago Wealth Management, Inc. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a wide range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.