James Alexander is a CFP® certified financial advisor at Cerity Partners LLC with 16 years of industry experience. His prior roles include positions at Edge Portfolio Management, TD Ameritrade Investment Management, and Scottrade. Cerity Partners provides customized wealth management services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset-allocation and manager selection strategies, integrating proprietary quantitative screens alongside third-party managers and individual securities.

Robert Strobel III is a CFP® professional with 36 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2021. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC spanning 12 years. He serves as a board member of the Towne Place West Homeowners Association in Schaumburg, Illinois. 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 that combine firm-developed and third-party models with oversight from an Investment Strategy Committee.

Melissa Hollon is a financial advisor with Principal Financial Services and holds the Series 66 designation. She has four years of industry experience and has worked with firms including Massino Financial Group, Tempus Labs Inc, PwC, and PepsiCo. Hollon serves as Treasurer of the Professional Women's Club of Chicago, overseeing the organization's financial management and budgeting. 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 financial planning, retirement plan consulting, and access to third-party money manager solutions through various adviser and promoter arrangements.

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.

Hilary Gellings is a financial advisor at Citigroup Global Markets with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citigroup and its related entities since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with a combination of discretionary and non-discretionary programs, supported by in-house research and extensive market capabilities.

Benito Ibarra Jr. is a financial advisor at Mariner with 9 years of industry experience and holds Series 66 and Series 63 licenses. He has worked at several 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 supporting Hispanic/Latino health professionals. Mariner serves a diverse client base, offering investment management, financial planning, retirement consulting, and tax services. The firm uses customized discretionary portfolios combining in-house research with third-party managers and provides integrated tax, accounting, and family office services.

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 licenses and bringing 26 years of industry experience. He has been with Voya since 2014. Outside of his advisory role, he is also an independent insurance agent specializing in the sales of fixed insurance products. Voya Financial Advisors serves a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of investment advisory, brokerage, financial planning, and retirement services through both discretionary and non-discretionary programs, supported by a combination of model portfolios and manager-driven strategies.

Susan Winklebleck is a financial advisor with TIAA-CREF in Palatine, IL, holding a Series 66 designation and 14 years of industry experience. She has been with TIAA-CREF and TIAA since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm provides separate broker-dealer services, acts as adviser to a donor-advised fund, and employs a fiduciary standard within its RIA services.

James Juengling is a financial advisor at Independent Financial Group, LLC with 49 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Juengling has been with Independent Financial Group since 2010 and has owned Juengling & Associates, an insurance agency, since 1972. He is also a member of the National Association of Insurance and Financial Advisors and has served on the Illinois Legislative Council since 2016. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse client base including high-net-worth individuals and institutional clients.

Joel Fliegel is a CFP® professional with 26 years of experience in the financial services industry. He has worked at Wealth Enhancement Advisory Services, LLC since 2017, following prior roles including six years at CLA Financial Advisors LLC before its acquisition. Outside of advising, he serves as a Level 1 USA Hockey Official, officiating youth hockey games in the Chicago area, and provides pro bono counseling for families affected by cancer. Wealth Enhancement Advisory Services manages over $122 billion in assets and offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment approach combining passive and active management, supported by an internal Investment Committee and a range of implementation tools and services.

Craig Morgan is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 credentials and bringing 50 years of industry experience. He has been with Benjamin F. Edwards since 2017, following eight years at Stifel Nicolaus & Co. Benjamin F. Edwards & Company provides investment advice and related services to a broad client base, including individuals, retirement plans, trusts, estates, and corporate clients. The firm offers a range of model-based and customized investment strategies, combining discretionary and non-discretionary programs with ongoing due diligence and portfolio management.

Brady Peat is a CFP® and Series 65-registered advisor with three years of industry experience. He is currently with Integrated Wealth Concepts LLC and previously worked at Hightower Advisors, PrairieView Partners, and Googins Advisors. Integrated Wealth Concepts LLC serves 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, employing a long-term approach with customized portfolios using mutual funds, ETFs, individual equities, and fixed income.

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, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Independent Financial Group since 2009 and is also the owner of Diversified Tax Services, Inc., a tax preparation and consulting firm. In addition to his advisory role, Kasher provides consulting services related to business valuation and forensic analysis. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement services, utilizing multiple advisory programs and third-party asset managers to meet diverse client needs.

Robert Richardson is a financial advisor with Integrity Alliance, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 32 years of industry experience and has worked with firms including IZALE Financial Group and Lion Street Advisors. Outside of advisory work, he owns an online retail business, Cultivated Community LLC. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of independent advisers. The firm offers continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a range of portfolio construction approaches across multiple custodial platforms.

Daniel Bolan is a financial advisor with Allworth Financial, L.P. He holds the CFP® designation along with Series 63, 65, and 66 licenses and has 22 years of industry experience. His prior roles include positions at Charles Schwab Wealth Management, FNBC Bank & Trust, and 83 Rd St. Wealth Management. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies using model approaches, third-party sub-advisers, and technology to manage held-away accounts, and is notable for its ownership structure and specialized divisions such as its Airline division.

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.