Robert Strobel III is a CFP®-credentialed financial advisor with 36 years of industry experience. He currently works at Benjamin F. Edwards & Company, Inc., where he has been since 2021. His prior experience includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He serves as a board member for the Towne Place West Homeowners Association in Schaumburg, Illinois. 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 wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management consulting using proprietary and third-party strategies.

Michael Moleski is a CFP® professional with 22 years of industry experience, currently serving at Creative Planning since 2012. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Moleski manages a family farm business. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans, managing approximately $217 billion in assets. The firm emphasizes a financial planning-led investment approach with low-cost indexing and offers a range of supplemental strategies and integrated retirement plan services.

Susan Penno is a financial advisor at Cetera Planning Partners with three years of industry experience. She holds the PFS™ designation and previously worked at Avantax Planning Partners. In addition to her advisory role, she owns Sassetti, LLC, a tax and accounting firm where she provides tax compliance and planning services. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, financial planning, Social Security optimization, and retirement advice. The firm’s approach features diversified allocations aligned with client objectives, supported by ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers.

Joshua Schultz is a financial advisor at RBC Rochdale, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at CNR Securities, LLC, Hornor Townsend & Kent Inc, and Transamerica Financial Advisors. Outside of his advisory role, he is a partner and general manager of a floor coating installation franchise, Egebrecht & Schultz Enterprises, LLC, which he co-owns with his wife. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and government entities. The firm employs a multi-strategy investment process combining quantitative and fundamental analysis, and manages portfolios across various asset classes using proprietary tools and third-party sub-advisors.

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 66 and Series 63 designations and has worked previously at Christopher Financial Group, Centaur Financial, Eagle Strategies, NYLIFE Securities, New York Life Insurance, and Northwestern Mutual. He serves as a board member of the Medical Organization of Latino Advancement, a nonprofit focused on Hispanic/Latino health professionals. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with additional capabilities in tax integration and financial wellness solutions.

Matthew Anderson is a financial advisor at PNC Wealth Management with 16 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. His prior experience includes eight years at 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 discretionary model that uses algorithmic risk assessment to guide portfolio strategy implementation.

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® (CFP®) with 27 years of industry experience. She is currently with Principal Financial Services and has previous experience at Farmers Financial Solutions and Farmers Insurance Group. 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, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

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 66, Series 63, and Series 65 designations and nine years of industry experience. She previously worked at GWFS Equities Inc., Stonegate Advisors LLC, and Morgan Stanley. Outside of her advisory role, Alicia operates a bookkeeping and basic accounting services business and works part-time as a flight attendant. 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 certain retail brokerage account holders, offering integrated services tied to Empower’s recordkeeping and administrative platforms.

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 12 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 prior work includes roles at Guardian Wealth Advisory Group and Sanders Financial Services Inc. AE Wealth Management offers fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm uses discretionary model portfolios and a variety of analytical methods to implement investment decisions, managing approximately $49.8 billion for over 127,000 clients.

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.

Robert Richardson is a ChFC® credentialed financial advisor with 33 years of industry experience. He is currently with Integrity Alliance, LLC and has held roles at firms including IZALE Financial Group and Lion Street Financial. Outside of advisory work, he owns and operates an online retail store through Cultivated Community LLC. Integrity Alliance, LLC is a large advisor network serving a diverse client base that includes individual investors, corporations, and qualified retirement plans. The firm provides portfolio management, financial planning, and a range of advisory programs, employing various allocation strategies through discretionary accounts, model portfolios, and third-party sub-advisers.

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.

Daniel Bolan is a CFP® with 22 years of industry experience, currently advising at Allworth Financial, L.P. He has held prior roles at AW Securities, 83 Rd St. Wealth Management, FNBC Bank & Trust, Charles Schwab Wealth Management, and Mesirow Financial Investment Management. Allworth Financial serves a broad client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, retirement plan consulting, and education through newsletters, podcasts, and seminars, using a combination of quantitative and qualitative analysis to deliver customized investment solutions.

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.