David Farra is a financial advisor with Eagle Strategies (NY Life) based in Downers Grove, IL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been affiliated with New York Life Insurance Company since 2009 and with Eagle Strategies since 2016. Outside of his advisory role, he serves as Chairman of the Board of the Ray Graham Association, which supports individuals with disabilities and their families in Du Page County. Eagle Strategies offers financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, institutional clients, and plan sponsors. The firm’s approach includes multiple program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.

Geoffrey Brown is a CFP® with eight years of experience in the financial industry. He is currently with Mariner Wealth Advisors and previously worked at Kovitz Securities, Kovitz Investment Group Partners, JMG Financial Group, and Northern Trust Company. Mariner serves a diverse range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal management team and external managers, and provides integrated tax, accounting, and family office services uncommon in large advisory enterprises.

Darryl Liu is a financial advisor at Eagle Strategies (NY Life) with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2018. Outside of his advisory role, Liu is engaged in freelance photography, taking on occasional paid assignments. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with most assets managed on a non-discretionary basis.

Nicholas Shane is a financial advisor with Lincoln Investment, holding a Series 66 designation and 18 years of industry experience. Prior to joining Lincoln Investment in 2026, he worked for AGIA from 2022 to 2026 and VALIC Financial Advisors from 2015 to 2026. He is also licensed to sell non-securities insurance products. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of model portfolios, employing both strategic and tactical investment approaches supported by an Investment Management & Research team.

Michael Pezzuto is a CFP® with 17 years of industry experience, currently serving as a financial advisor at William Blair since 2013. He holds Series 63 and Series 65 licenses. William Blair’s Private Wealth Management division offers 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 multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Brian Swerdlow is a financial advisor with Brookstone Capital Management LLC in Schaumburg, IL, holding Series 63 and Series 65 registrations and eight years of industry experience. He has been associated with Anchor Financial Advisors, LLC since 2013. Outside of his advisory role, he has been involved in insurance and annuity sales since 2009 and works with estate planning documents since 2019. 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 diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions, and provides sub-advisory and model portfolio services to outside RIAs.

Gregory Kojak is a financial advisor at Commonwealth Financial Network with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been operating Kojak Capital since 2004 alongside his role at Commonwealth. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, third-party asset manager access, and custody services.

Donna Gordon is a financial advisor at Independent Financial Partners with 14 years of industry experience. She holds a Series 66 designation and has worked at Independent Financial Partners and affiliated firms since 2019, following seven years at Signature Financial Services, Ltd and Signature Advisors Group. 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 tens of thousands of individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

James Beverley is a CFP® and ChFC® with 29 years of experience in the financial industry. He is currently a financial advisor at Kestra Advisory and BlueLake Wealth Advisors, with prior experience at Partners Wealth Management. Outside of his advisory work, Beverley serves as an assistant wrestling coach at Montini Catholic High School and holds board positions with Reclaim 13 and his residential townhome association. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan design, and employee education among other services. The firm serves a broad client base, including large institutional investors, and offers access to multiple management platforms and third-party solutions.

Robert Cullen is a CFP® professional with 19 years of experience in the financial services industry. He is currently with PNC Wealth Management and has previously worked at Ameriprise, Edward Jones, Citibank, BMO Wealth Management, and Fifth Third Bank. Outside of his advisory role, he is a co-owner of The Bet Exchange LLC, a software development company holding two patents. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that utilizes algorithmically selected risk profiles and invests in mutual funds and ETFs with annual rebalancing.

Elvira Aldana is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has worked at American Equity since 2022 and has been with Transamerica Financial Advisors and Wfgia since 2016 and 2015, respectively. Aldana is also the president and CEO of Aldana Financial Group LLC, which provides management and sales of life, annuities, long-term care, and health disability insurance products. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm’s advisory model primarily uses model portfolios and third-party managers, supported by multiple program platforms such as Transamerica ONE and TFA365, with regulatory assets under management of about $1.7 billion.

Michael Roberts is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. His prior roles include a one-year position at Northern Trust and four years at the University of Wisconsin-Madison. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm employs a financial planning–led approach with an emphasis on low-cost indexing and offers a range of supplemental strategies alongside affiliated legal, trust, and retirement plan service businesses.

Tanner Testerman is a financial advisor at Brookstone Capital Management LLC with one year of industry experience. He holds a Series 65 designation and has prior work history at Millennium Trust Company, Topco, Menards, Shinebright, MCL, and Aurora University. 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 broad client base, including individuals, retirement plans, corporations, charitable organizations, registered investment advisers, sovereign wealth funds, and banking institutions, offering investment management primarily on a discretionary basis through various model portfolios and managed accounts.

Kevin Martin is a financial advisor with Principal Financial Services, holding Series 65 and Series 63 licenses and five years of industry experience. His background includes roles at Principal Life Insurance Company and Principal Securities, Inc., as well as prior experience in education and community-related positions. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Matthew Horne is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Fifth Third Securities and Fifth Third Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, and its scale and market roles include in-house research, swap dealing, and futures commission merchant activities.

Snigdha Adhikari is a financial advisor at Principal Financial Services with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at firms including The Prudential Insurance Company of America and Aegis Capital Corp. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Scot Peterson is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 credentials and bringing 42 years of industry experience. He has been with Benjamin F. Edwards since 2013. Benjamin F. Edwards & Company 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 wrap programs and investment strategies managed internally and with third-party managers, supported by several hundred advisors and tens of billions in assets under management.

Andrew Castro is a financial advisor at Brookstone Capital Management LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments, Northern Trust Securities, Bank of America, and Merrill. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform and wrap-fee program.

Andrew Andersen is a financial advisor at Brookstone Capital Management LLC with 19 years of industry experience. He holds a Series 66 designation and has been with Center Street Securities since 2015. Outside of his advisory role, he is involved with Fixed Insurance, doing business as Prizm Financial Advisors, Inc. Brookstone Capital Management provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models, utilizes a variety of investment vehicles, and serves as a sub-advisor to other advisory programs through its turnkey asset management platform.

Justin Draper is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Citigroup since 2017 and previously held roles at J.P. Morgan Securities and JPMorgan Chase Bank NA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and is notable for its large institutional scale and unique market roles, including derivatives and futures services.