Christopher Hendricks is a financial advisor at TIAA-CREF with 13 years of industry experience. He has held roles at J.P. Morgan Securities and Fidelity before joining TIAA-CREF in 2026. Hendricks holds Series 63 and Series 66 licenses and is based in Wheaton, Illinois. TIAA-CREF Individual & Institutional Services 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 offers a fiduciary advisory model that separates one-time planning from ongoing portfolio management and acts as adviser to a donor-advised fund.

Benjamin Audley is a CFP® professional with eight years of experience in financial advising. He currently works at Integrated Wealth Concepts LLC and previously held roles at Hightower Advisors, LLC and Mesirow Financial, Inc. prior to joining his current firm. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm primarily constructs customized portfolios using mutual funds, ETFs, individual equities, and fixed income with a primarily long-term approach, while also offering discretionary investment management and family office services.

Sarah Taylor is a financial advisor at Benjamin F. Edwards & Company, Inc. with one year of industry experience. She previously worked at TD Ameritrade for two years and has been with Benjamin F. Edwards since 2021. Outside of her advisory work, she manages a rental property. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs and investment management solutions that include both firm-developed and third-party model strategies.

Nick Summa is a financial advisor with Fifth Third Securities, Inc. in Naperville, IL, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. He has been with Fifth Third Securities since 2009 and affiliated with Fifth Third since 2007. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing, tax-overlay services, and access to FIWA-sponsored fund strategist programs, operating as a subsidiary of Fifth Third Bank.

Jennifer Lyons is a financial advisor with William Blair, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with William Blair & Company since 2000. 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 equities, fixed income, and alternative strategies, with proprietary models and access to private funds and co-investments.

Cameron Nylec is a CFP® professional with two years of industry experience, currently advising at Mariner. His prior roles include positions at JMG Financial Group, Ltd. and Total Clarity Wealth Management, Inc. He also spent four years at the University of Illinois Urbana-Champaign. Mariner serves a diverse client base that includes individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by an Investment Committee and offers integrated tax and accounting services uncommon among large advisory enterprises.

Christopher Sporer is a CFP® professional with 11 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2025. His prior roles include positions at CIBC Private Wealth, Charles Schwab, and TD Ameritrade. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios with multi-factor tilts and a variety of implementation options.

Jacob Paoletti is a financial advisor with Kestra Advisory, holding a Series 65 credential and four years of industry experience. Prior to joining Kestra, he worked at Fourth Piece, LLC and held positions at several country clubs and a high school. Outside of his advisory role, he also works as a food delivery courier. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Taylor Reynolds is a financial advisor with Eagle Strategies (NY Life) based in Downers Grove, IL, holding Series 63 and Series 65 licenses and possessing seven years of industry experience. He has worked with several firms including Avail Financial Partners LLC, Christopher Financial Group, and Noble Capital Group. Outside of his advisory work, Reynolds coaches youth lacrosse for players aged 6 to 14 and serves on the boards of the Chicago Area University of Alabama Alumni Association and the Rotary Club of Downers Grove. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse clientele, including individual and institutional investors. The firm emphasizes tailored advice and offers a range of program types, managing the majority of its assets on a non-discretionary basis within its integrated New York Life structure.

Steven Gillhaus is a CFA® charterholder with 14 years of industry experience, currently advising at Mariner Wealth Advisors. His prior roles include positions at Savant Wealth Management, Mowery & Schoenfeld Wealth Management, LLC, and BMO Harris Financial Advisors, Inc. Outside of his advisory work, he serves as the elected Treasurer of the Farmington Bath and Tennis Club, a summer tennis and swim club in Chicago. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and coordinated tax services. The firm employs discretionary, customized portfolios combining in-house research and third-party managers, with notable integration of tax and accounting services and operational capabilities such as administrative CFO functions and a Financial Wellness Platform.

Cramer Soebbing is a CFP® professional with 10 years of industry experience, currently advising at Mariner Wealth Advisors since 2015. He serves on the advisory board of the H Foundation, which raises funds for basic science cancer research through charitable events. Mariner Wealth Advisors serves a diverse client base including individuals, institutions, and charitable organizations, offering investment management, financial planning, and tax services. The firm implements discretionary, customized portfolios and provides integrated tax and accounting services alongside traditional portfolio management.

Nadim Zayed is a CFP® professional with 24 years of industry experience. He has been with Brookstone Capital Management LLC since 2006 and is also associated with Prizm Financial Advisors. Outside of his advisory work, he is a shareholder in a law firm specializing in estate planning. Brookstone Capital Management LLC provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee programs. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via various model portfolios and managed accounts.

Tonya Coleman is a financial advisor with Voya Financial Advisors, Inc. in Lisle, IL, holding Series 63 and Series 65 credentials and possessing 14 years of industry experience. Her prior work includes positions at Valic Financial Advisors, Inc. and Voya Financial Advisors. Outside of finance, she owns a fast food seafood restaurant and works as a stylist for magazines and weddings. She also serves as Chairperson of Economic Empowerment for The National Coalition of 100 Black Women. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and consulting services through multiple program structures with a focus on non-discretionary recommendations.

Lindsay Blaney is a CFP® and Series 66 professional with nine years of experience in the financial services industry. She is currently with Integrated Wealth Concepts LLC and previously worked at Level Four Advisory Services and LPL Financial, where she has been affiliated since 2007. Integrated Wealth Concepts LLC serves a diverse client base including individuals, high-net-worth clients, 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, emphasizing customized portfolios with a long-term investment approach and incorporating both internally managed strategies and third-party asset managers.

Christopher Alvarez is a financial advisor at Brookstone Capital Management LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Impact Investors and Jewel Osco. 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 broad client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Philip Brines is a financial advisor with Principal Financial Services holding a Series 66 designation and two years of industry experience. His prior work includes roles with Principal Life Insurance Company, Principal Securities, Inc., LPL Enterprise, and Prudential-related firms. Outside of his advisory role, he is a musician and drummer with Orchestra 33 Entertainment, a position he has held for over two decades. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Michael Smith is a CFP® with 24 years of industry experience, currently advising at Mariner Wealth Advisors since 2023. His prior roles include positions at United Capital Financial Advisers and D3 Financial Counselors. Mariner Wealth Advisors serves a diverse client base, including high-net-worth individuals, institutions, and charitable organizations, offering investment management, financial planning, retirement consulting, and integrated tax and family office services. The firm employs customized, discretionary portfolios supported by internal and third-party management resources and provides specialized retirement plan solutions and employer financial wellness tools.

Daniel Rivers Sr. is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and 27 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of his advisory role, he operates as an independent insurance agent specializing in the sale of fixed insurance products. Voya Financial Advisors serves a diverse client base including individual and institutional clients, offering financial planning, portfolio management, and retirement plan consulting through a variety of program structures and primarily non-discretionary advisory relationships.

Brett Van Bortel is a financial advisor at Brookstone Capital Management LLC with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Invesco Distributors, Inc. and the Organic Growth Institute. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes strategic and dynamic asset-allocation models, a mix of ETFs, mutual funds, individual securities, and options-enhanced strategies, and serves as both a primary advisor and sub-advisor through its turnkey asset management platform.

Jennifer Dougherty is a financial advisor with Eagle Strategies (NY Life) in Downers Grove, Illinois, holding a Series 66 designation and 18 years of industry experience. She has been with Eagle Strategies since 2011 and affiliated with New York Life entities since 2010. Outside of her advisory work, she owns Simply Gourdgeous, a seasonal business creating fall-themed displays using pumpkins and gourds. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement plan advisory services through a broad network of affiliated advisers. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.