Hilary Gellings is a financial advisor at Citigroup Global Markets with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citigroup and its Global Markets division since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains institutional-scale operations, including in-house research and derivatives services.

Benito Ibarra Jr. is a financial advisor at Mariner with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including New York Life Insurance Co, Northwestern Mutual, Centaur Financial LLC, and Christopher Financial Group, LLC. He serves as a board member of the Medical Organization of Latino Advancement, a nonprofit association supporting Hispanic/Latino health professionals. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, implementing customized, discretionary portfolios supported by in-house research and third-party managers.

Matthew Anderson is a financial advisor with PNC Wealth Management in Naperville, IL, holding Series 63, 65, and 66 licenses and 16 years of industry experience. Prior to joining PNC, he spent eight years with U.S. Bancorp Investments and US Bank. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessment and delegates portfolio management to approved third-party strategists.

Jennifer Cavalier is a financial advisor with Planmember Securities Corporation, holding a Series 66 license and 19 years of industry experience. She has worked with Veritrust Wealth Management since 2013 and provides income tax preparation services as a proprietor. Planmember Securities Corporation offers retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and providing participant-level investment options through risk-based mutual fund portfolios. The firm emphasizes a top-down strategic asset allocation approach combined with education and support services for plan sponsors and participants.

Mary Gruenberg is a Certified Financial Planner® with 26 years of industry experience. She is currently affiliated with Principal Financial Services and has held roles at Principal Securities, Inc. and Farmers Financial Solutions, alongside a long tenure with Farmers Insurance Group. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors and retirement plans. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Brian Devlin is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. He has been with VOYA Financial Advisors since 2014 and previously worked at Voya Financial Partners, LLC, Valic Financial Advisors, and Nationwide Investment Services Corporation. He also operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm offering financial planning, portfolio management, UMA and wrap programs, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm uses a combination of in-house and external strategists, model portfolios, and technology tools to manage client portfolios, often on a non-discretionary basis, while also providing limited discretionary management in certain programs.

Michael Beach is a financial advisor with Principal Financial Services holding a Series 66 credential. He has recently entered the financial services industry, with prior experience across various sectors including logistics and insurance. Principal Securities offers brokerage and registered investment advisory services to a diverse client base that includes individual investors, retirement plans, trusts, and charitable organizations. The firm emphasizes direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Alicia Hyland is a financial advisor with Empower Advisory Group in Darien, IL, holding Series 63, 65, and 66 designations and bringing nine years of industry experience. Her prior roles include positions at GWFS Equities Inc., Stonegate Advisors LLC, and Morgan Stanley. Outside of her advisory work, she operates a part-time bookkeeping and basic accounting service and works as a part-time flight attendant. Empower Advisory Group serves primarily employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage clients, offering financial planning and investment management through an integrated model connected to Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates, providing both standalone financial plans and managed account solutions.

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 11 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 work history includes roles at Guardian Wealth Advisory Group and Sanders Financial Services Inc. AE Wealth Management is a registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered investment approach that combines model portfolios from multiple sources with discretionary management and financial planning services.

Liam Mulligan is a financial advisor at Wealth Enhancement Advisory Services, LLC with two years of industry experience. He holds the Series 66 designation and previously worked at L.M. Kohn & Company and Benjamin F. Edwards. Mulligan also spent several years in education before transitioning to financial services. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

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.

Pu Walpole is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup Global Markets since 2007. The firm serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. Citigroup Global Markets leverages a multi-asset, multi-manager approach with extensive internal research and risk oversight, operating at large institutional scale with capabilities including futures and swap dealing.

Mazen Zanayed is a financial advisor with PNC Wealth Management in Clarendon Hills, IL, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has been with PNC Wealth Management since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic questionnaires to guide portfolio strategy and implements investments via approved model strategies managed by PNC or third-party strategists.

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.

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.

Edward Meek is a Certified Financial Planner (CFP®) with 34 years of industry experience. He is currently with Cerity Partners LLC and has previously worked at Edge Portfolio Management, LLC for 21 years and Alpha Cubed Investments, LLC for one year. He is also a licensed independent agent selling life, health, and disability insurance on a limited basis. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, and institutional investors. The firm utilizes tailored asset allocation, manager selection, and proprietary quantitative tools to build client investment programs.

Chad Stein is a financial advisor with TIAA-CREF in Wheaton, IL, holding Series 63 and Series 66 designations and possessing 25 years of industry experience. He has been with TIAA-CREF since 2006. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm combines point-in-time planning with ongoing portfolio management using both model and customized portfolios, and also acts as adviser to a donor-advised fund.

Daniel Lippold is a CFP® professional with 28 years of industry experience, currently serving at First Command Advisory Services since 2015. He has also been affiliated with First Command Insurance Services and First Command Financial Planning since 2011. Daniel is based in Darien, IL. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and various wrap-fee asset management programs, utilizing model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.