Robert Westberg is a CFP® and ChFC® with 34 years of industry experience. He has been affiliated with Eagle Strategies since 2000 and with NYLife Securities Inc. since 1993. Outside of his advisory work, Westberg is a CPA and owns a separate business. Eagle Strategies serves a diverse client base including individuals, defined contribution and benefit plans, charitable organizations, and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Yat Hong Leung is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and seven years of industry experience. Prior to joining Citigroup in 2020, Yat worked at JP Morgan Chase Bank and JP Morgan Securities LLC from 2017 to 2020, as well as at Fresenius Medical Care Hong Kong Limited in 2016-2017. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles such as operating as a swap dealer and futures commission merchant.

Eddie Albazi is a financial advisor with Lincoln Investment in Lombard, IL, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Capital Analysts, Agia, Valic Financial Advisors, and Ameriprise. Outside of his advisory work, he is involved in insurance sales, including life and long-term care insurance, and is the founder of Bazfinancial LLC, which he uses for tax and accounting purposes. Lincoln Investment Planning, LLC serves a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans, with a range of financial planning and portfolio management services supported by an in-house Investment Management & Research team and a network of third-party managers.

Paul Oblon is a financial advisor at &Partners with Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory role, he serves as treasurer for the Purdue University Phi Kappa Psi alumni network. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, supported by Envestnet and NFS platforms.

Anthony Torreon is a financial advisor with Fifth Third Securities, Inc. in Naperville, Illinois, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors. Fifth Third Securities, Inc. offers 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 combines multiple managed-account programs with features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and a distinctive municipal-advisor registration.

Antonio Lugo III is a CFP® with nine years of industry experience, currently serving at Brookstone Capital Management LLC since 2016. He also has a role at Smart Wealth Strategies Inc, where he has been involved since 2013. His outside business activities include insurance and annuity products. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

James Zika is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and leverages its institutional scale and unique market roles to provide customized solutions.

Dylan Fisher is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He previously worked at Evernest Financial Advisors and Mitchell, Vaught and Taylor, Inc. Outside of his advisory work, he owns a small online reselling business focused on antiques and thrift items. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services, employing a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Jessica Freiburg is a financial advisor at Cetera Planning Partners with the PFS™ designation and two years of industry experience. She previously worked at Avantax Planning Partners and also manages Sassetti LLC, a firm providing tax planning, audit, and advisory services. Freiburg serves as treasurer for the Parks Foundation of Oak Park and volunteers with the Illinois Wesleyan University Council for Women, supporting female students through mentoring and scholarship initiatives. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services including investment management, comprehensive financial planning, and retirement-related advice. The firm’s investment approach emphasizes diversified mutual fund and ETF allocations aligned with client objectives and risk tolerance, supported by additional offerings such as tax planning, bookkeeping, and estate planning through third-party providers.

Kenneth Dryfhout is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2022. Prior to that, he worked at BCU for 10 years. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, institutions, and charitable organizations. The firm offers a wide range of fee-based investment and financial planning services through discretionary and non-discretionary wrap programs that incorporate multiple managed strategies and investment vehicles.

Ellen Cassin is a financial advisor at Creative Planning with a Series 65 credential and four years of industry experience. She previously worked at Heinz & Associates and Dashboard Wealth Advisors before joining Creative Planning in 2021. 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 focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Brittany Williams is a financial advisor at Mariner with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Mariner since 2019. Prior to that, she was with TIAA-CREF from 2015 to 2019. Mariner serves a diverse range of clients, including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with third-party manager allocations and offers integrated tax, accounting, and financial wellness solutions alongside traditional portfolio management.

Peter Trinidad Jr. is a financial advisor at Brookstone Capital Management LLC with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Brookstone since 2013 and at Smart Retirement Strategies, Inc. since 2009. In addition to his advisory roles, he is involved in insurance sales. Brookstone Capital Management is an SEC-registered adviser that provides 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, and sovereign wealth funds, delivering investment management primarily on a discretionary basis through model portfolios, unified managed accounts, and separately managed accounts.

Gian Carlo Ornelas is a CFP® and holds a Series 65 license, with two years of industry experience. He is currently with Mariner Wealth Advisors, where he has worked since 2021, including prior experience at Shankland Financial Advisors and Illinois State University. Outside of finance, he has experience in the automotive service sector with Platinum Car Wash. Mariner serves a diverse client base that includes individuals, high-net-worth households, pension plans, trusts, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and integrates tax and accounting services alongside traditional portfolio management.

Philip Monnier is a financial advisor with PNC Wealth Management in Western Springs, IL. He holds a Series 66 designation and has 13 years of industry experience. Prior to joining PNC in 2018, he worked at Capital One Advisors, LLC and Capital One Investing, LLC from 2015 to 2018. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees that uses algorithmic risk assessment and third-party-managed investment strategies.

Kathleen Kelly is a Series 66 licensed financial advisor with 22 years of industry experience. She has worked at William Blair since 2019 and previously spent 15 years at Ameriprise Financial Services, Inc. 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 multiple asset classes and offers proprietary models and private investment opportunities.

Paul Schee is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Mariner Wealth Advisors, where he has worked since 2022, following nine years at Capstone Financial Advisors. Mariner serves a diverse client base, including individuals, high-net-worth households, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs customized, discretionary portfolios supported by an internal management team and third-party managers, and integrates tax and accounting services alongside operational financial wellness tools.

Maxine Mott is a financial advisor at Lincoln Investment with Series 63 and Series 66 designations and 31 years of industry experience. Her prior roles include positions at TIAA-CREF and Macy’s. 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 and portfolio management supported by an in-house Investment Management & Research team, with many client relationships remaining advisor-led and tailored through model portfolios and platform tools.

Linda Sabo is a financial advisor with Benjamin F. Edwards & Company, Inc. in Wheaton, IL. She holds a Series 66 designation and has 16 years of industry experience, all with Benjamin F. Edwards. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, and investment consulting services supported by a large network of advisors and extensive assets under management.

Kurt Helmich is a financial advisor at Integrated Wealth Concepts LLC with four years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at Hightower Advisors and Charles Schwab & Co., Inc. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a large network of independent advisors. The firm offers discretionary investment management, financial planning, family office services, and sponsors wrap-fee programs, employing a mix of internal management and third-party asset managers with a long-term investment approach.