Christopher Hill is a CFP® and CFA® charterholder with nine years of experience in the financial services industry. He is currently an advisor at Wealth Enhancement Advisory Services, LLC, where he has worked since 2023. His prior experience includes roles at LPL Financial, LaSalle Investment Management Distributors, LLC, Invesco, and Aon. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process that combines passive and active management across multiple risk classes, supported by an internal Investment Committee and quantitative and fundamental research.

Joe Hall is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at LPL Financial, Level Four Advisory Services, and Integrated Wealth Concepts, where he has been since 2021. He also engages in entrepreneurial activities related to investment advisory through entities such as Totemic Enterprises, LLC. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income with both long-term and tactical approaches.

J Sidio is a financial advisor with Benjamin F. Edwards & Company, Inc. in Naperville, IL, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He has been with Benjamin F. Edwards & Co since 2016. 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 and educational organizations, offering a range of advisory programs and investment strategies with ongoing portfolio oversight.

George Pantazis is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Lincoln Investment since 2025. His prior roles include positions at Charles Schwab & Co., Inc. and Icma Retirement Corporation. Lincoln Investment serves individuals, charitable organizations, businesses, and many employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and manages a mix of in-house and third-party investment strategies overseen by a dedicated Investment Management & Research team.

Lindsey Holton is a financial advisor at William Blair with 16 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has been with William Blair since 2015. 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, providing proprietary models and access to private funds and co-investment opportunities.

Tracy McMahon is a CFP® professional with eight years of industry experience. She has been with Mariner Wealth Advisors since 2018 and previously worked at JMG Financial Group, LTD from 2016 to 2018. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and private funds, providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party managers, with notable integration of tax and accounting services uncommon for a firm of its size.

Jeremy Schletz is a financial advisor at Cerity Partners LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Edge Financial Advisors for eleven years. He is based in Wheaton, Illinois. Cerity Partners delivers customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm uses tailored asset allocation, manager selection, and proprietary quantitative screens alongside third-party managers and individual securities to build client programs.

John Kaldis is an advisor at Fifth Third Securities, Inc. with four years of industry experience. He holds the Series 63 and Series 65 designations. Kaldis has been with Fifth Third Securities since 2021 and has a longer tenure with Fifth Third Bank starting in 2016. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients across both advisory and brokerage channels. The firm offers multiple investment programs through the Passageway Managed Account platform, combining third-party portfolio managers and various strategies such as mutual funds, SMAs, and direct indexing.

Alexander Bobin is a CFA® charterholder with six years of industry experience, currently serving as an advisor at Brookstone Capital Management LLC since 2019. Prior to this, he spent eleven years at AG Development, where he remains a partner involved in real estate activities, including financial modeling and capital project oversight. 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 RIAs, sovereign wealth funds, and banking institutions, offering a range of discretionary investment strategies and sub-advisory services.

Lauren Rosberg is a CFP® with 19 years of industry experience, currently with Mercer Global Advisors Inc. since 2023. Her prior roles include positions at Nadler Financial Group, Ausdal Financial Partners, and Capital Asset Advisory Services, among others. She receives residual income from the sale of Medicare supplement insurance. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach focused on globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options alongside financial planning and tax support services.

Michael Miller is a Series 66-licensed financial advisor with 12 years of industry experience. He has worked at Brookstone Capital Management LLC since 2021 and previously spent eight years at Wayne Hummer Investments LLC. 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, delivering investment management primarily on a discretionary basis via various model portfolios and managed accounts.

Ryan Airola is a financial advisor at William Blair with 18 years of industry experience. He holds the Series 66 designation and has been with William Blair & Company since 2007. 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 active, research-driven management across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Michael Von Drasek is a financial advisor at Empower Advisory Group with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Northwestern Mutual Wealth Management Company and Empower Financial Services. Outside of his advisory role, he works part-time as an assistant golf professional managing leagues and teaching lessons at Village Links of Glen Ellyn. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders, using an integrated model connected to Empower’s recordkeeping and administrative platforms.

Matthew Reznik is a CFP® and CFA® with 14 years of industry experience. He is currently an advisor at Corient, where he has worked since 2022, and previously spent 13 years at Balasa Dinverno Foltz LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and customized asset allocation, and it offers specialized private fund capabilities through affiliated platforms.

Chantay Moore is a financial advisor at Transamerica Financial Advisors with 17 years of industry experience. She holds the Series 63, 65, and 66 credentials. Moore is involved in multiple outside activities, including serving as a board member of the American Indian Center of Chicago and Chicago Women in Trades, founding Native American Financial Literacy Services, and operating professional notary and tax preparation businesses. Transamerica Financial Advisors serves a diverse client base with advisory and broker-dealer services, offering proprietary and third-party model portfolios and access to insurance and brokerage products.

William Marshall is a financial advisor at TIAA-CREF with 16 years of industry experience. He has held his current position at TIAA-CREF since 2016. He holds Series 63 and Series 65 credentials. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm provides both point-in-time planning services and ongoing portfolio management, including customized portfolios managed under client-approved investment policies, and acts as adviser to a donor-advised fund.

Michael Brown is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Citigroup Global Markets since 2018. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, NA. Outside of his advisory role, he owns a rental property in Downers Grove, IL. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including derivatives and futures services.

Paul Schaefer is a Series 66 credentialed financial advisor at Creative Planning with 15 years of industry experience. He has worked at Creative Planning since 2024 and previously was employed at Mutual Securities, Kowal Investment Group, and Raymond James Financial Services. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets.

Linda Dial is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds a Series 66 designation and has 21 years of industry experience. Her prior work includes nine years at Raymond James & Associates before joining Benjamin F. Edwards & Company in 2017. 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 and investment management services that include firm-developed and third-party model strategies with ongoing oversight.

Elias Andresen is a financial advisor at NewEdge Advisors with a Series 65 credential and one year of industry experience. Prior to joining NewEdge Advisors, he held various roles including positions at Papa John's Pizza, Target, Midwest Insurance Partners, and worked in education at Western Kentucky University and Hampshire Middle & High Schools. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.