Ryan O'Connor is a financial advisor with Advisory Alpha, LLC, holding a Series 65 designation and two years of industry experience. His prior roles include positions at Brookstone Wealth Advisors, Gradient Advisors, AE Wealth Management, and managing O'CONNOR Wealth Management. He is also co-owner of Naser & O'Connor Wealth Management and involved in insurance services through John O'Connor and Associates, LLC. Advisory Alpha manages over $4.3 billion for individual and high-net-worth clients, offering financial planning, specialty retirement-plan solutions, and subadvisory services. The firm employs a centralized Investment Team that uses a fund-of-funds approach with factor-based equity strategies, structured-product allocations, and fixed income solutions, typically managing portfolios on a discretionary basis.

Joseph Orsolini is a financial advisor at World Equity Group, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with World Equity Group since 2002. In addition to his advisory role, he is president and owner of College Aid Planners, Inc., where he consults on college financial aid strategies and prepares tax returns. He also serves as a board member and treasurer for Rising Tide Wrestling, a nonprofit supporting economically challenged youth, and coaches wrestling at Glenbard South High School. World Equity Group provides investment advisory and brokerage services to individual, high-net-worth, business, nonprofit, and institutional clients. The firm employs a mix of model-based and customized investment approaches and offers portfolio management, financial planning, and access to third-party managers.

Lawrence Kimmel Jr. is a financial advisor at Harbour Investments, Inc. with 28 years of industry experience. He holds a Series 66 designation and has worked at Harbour since 2018, following nine years at Ausdal Financial Partners and over three decades running his own CPA and tax preparation firm. He also maintains an active role as president of Lawrence J. Kimmel, P.C., providing accounting and tax services. Harbour Investments offers investment advisory and financial planning services to a diverse client base including individuals, charitable and corporate clients, and retirement plans. The firm uses a combination of fundamental and technical analysis to develop customized investment strategies and provides various portfolio management and model-based solutions.

Samuel Lee is a CFP® with 11 years of industry experience, currently serving as a financial advisor at HighPoint Planning Partners. His prior experience includes roles at Kovack Advisors, Financial Engines Advisors, Bank of America, and Merrill. Outside of his advisory work, he is involved in insurance sales and operates a vacation rental property. HighPoint Planning Partners provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.0 billion in assets and employs a range of investment strategies across mutual funds, ETFs, equities, fixed income, and alternative vehicles.

Keith Mooney is a CFP® and ChFC® with 31 years of industry experience. He is currently an advisor at VestGen Advisors, LLC and has previously worked at firms including LPL Financial and Sequoia Wealth Management. Outside of his advisory role, he serves as president and educator for a nonprofit that conducts financial education seminars. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients with discretionary and non-discretionary investment management, financial planning, and retirement plan services, employing a mix of analytical methods and third-party managers to implement client portfolios.

Michael Seidler is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Bankers Life & Casualty, Inc., Bankers Life Securities, Inc., and Bankers Life Advisory Services, Inc. Seidler is also an associate and investment advisor representative at Burling Wealth Advisors Inc. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a network of 169 advisors across 154 offices and utilizes a combination of fundamental, technical, and cyclical analysis to tailor client strategies.

Cole Swearingen is a CFP® professional at Brookstone Capital Management LLC with four years of industry experience. He has worked at Franklin Wealth Advisors, RMB Capital, and Prizm Financial Advisors. Outside of finance, he owns and operates a small business raising beef cows, selling meat cuts directly to consumers. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Michael Dahill is a financial advisor with Kestra Advisory in Burr Ridge, IL, holding a Series 66 designation. He has less than one year of industry experience, with prior roles including time at BlueLake Wealth Advisors, LLC and Heartland Bank and Trust Company. He has also worked at Edgewood Valley Country Club while completing his education. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan-level investment advice, and employee education, serving a range of clients from large institutional investors to sovereign wealth funds.

Benjamin Parker is a financial advisor at Brookstone Capital Management LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2018. Outside of finance, he has been involved in music instruction through his business, Ben Parker Music Instruction, since 2009. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, and sovereign wealth funds. The firm delivers investment management primarily on a discretionary basis through model portfolios, unified managed accounts, and separately managed accounts, supporting a large network of advisors with back-office and turnkey asset management platform services.

Michael Peregrym is a financial advisor with Brookstone Capital Management LLC in Wheaton, IL, holding a Series 66 designation and 10 years of industry experience. His career includes 11 years at Edward Jones before joining Brookstone Capital Management and Dowling Financial Services in 2025. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and a wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions, offering discretionary investment management primarily via model portfolios, unified managed accounts, and separately managed accounts.

Paul Moy is a CFP® with 47 years of industry experience, currently serving as an advisor at SPC since 2011. He is also associated with Sigma Financial Corporation during the same period. Outside of his advisory role, Moy is a licensed insurance agent appointed with various insurance companies, acts as a trustee for his own trust, and offers notary public services in Cook County, Illinois. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisors.

David Deschamps is a CFP® with 18 years of industry experience, currently serving at Corient. His prior experience includes roles at Balasa Dinverno Foltz LLC, Ausdal Financial Partners, Inc., and KRM Financial Services. Corient provides investment advisory and financial planning services to a diverse client base, using a goals-based, team investment approach that integrates in-house strategies with third-party managers and customized asset allocation. The firm offers specialized services including family office, tax, and corporate trustee services, and manages affiliated private fund platforms.

Scott Krzeminski is a financial advisor at William Blair with 31 years of industry experience. He has been with William Blair & Company since 2014. He holds Series 63 and Series 65 licenses. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across various asset classes and offers proprietary models and access to private funds and co-investment opportunities.

Lewis Martin is a CFP® with nine years of industry experience, currently serving as a financial advisor at Kestra Advisory. His prior experience includes roles at Bank of America, Merrill, Legion Insurance Group, and Axa Advisors. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts, managing approximately $79.8 billion in assets.

Alan Flota is a financial advisor with Eagle Strategies (NY Life) based in Elgin, IL. He holds Series 66 and Series 63 licenses and has two years of industry experience. Before entering the financial industry, he worked for over three decades at School District U-46. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and primarily manages assets on a non-discretionary basis, working closely with both retail and institutional sponsors within an integrated New York Life affiliate structure.

David Hanson is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Benjamin F. Edwards since 2010. Outside of his advisory role, Hanson is a minority partner in a local partnership involved in land ownership, farming, and wetland creation. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and charitable organizations. The firm offers a range of advisory programs and manages portfolios using both firm-developed and third-party strategies, with oversight from an Investment Strategy Committee.

Ronadev Mitra is a financial advisor at William Blair with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with William Blair since 2014. Outside of his advisory role, he is a member of Cornerstone Angels, an angel investing network based in Chicago, where he contributes time monthly. William Blair’s Private Wealth Management division serves individuals, foundations, pension, and corporate clients through discretionary and non-discretionary investment management and financial planning. The firm employs an active, research-driven approach across multiple asset classes and offers proprietary models and private fund access to its clients.

Brandi Ruffalo is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Independent Financial Group since 2009 and is the owner of The Business Development Company, which provides administrative and bookkeeping services. Ruffalo is also involved in business valuation and forensic consulting through Valuation & Forensic Partners, LLC. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives and utilizes multiple advisory platforms and third-party asset managers.

Adria Siewert is a ChFC® and Series 66 credentialed advisor with 18 years of industry experience. She has been with Wealth Enhancement Advisory Services, LLC and its affiliated entities since 2013, and previously worked at LPL Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by quantitative and fundamental research and a structured rebalancing process.

Joseph Chmiel is a financial advisor at Creative Planning with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Transamerica Investors Securities Corporation and Diversified Investors Securities Corp. prior to joining Creative Planning. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and integrated retirement plan services.