Christopher Rhoades is a financial advisor at Waverly Advisors, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Positive Equity, B&C Enterprises, and various educational institutions. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-markets allocations, offering a range of investment management, financial planning, and multi-family office services.

Ryan O'Connor is a financial advisor with Advisory Alpha, LLC, holding a Series 65 designation and two years of industry experience. His prior roles include positions at Brookstone Wealth Advisors, Gradient Advisors, AE Wealth Management, and managing O'CONNOR Wealth Management. He is also co-owner of Naser & O'Connor Wealth Management and involved in insurance services through John O'Connor and Associates, LLC. Advisory Alpha manages over $4.3 billion for individual and high-net-worth clients, offering financial planning, specialty retirement-plan solutions, and subadvisory services. The firm employs a centralized Investment Team that uses a fund-of-funds approach with factor-based equity strategies, structured-product allocations, and fixed income solutions, typically managing portfolios on a discretionary basis.

Joseph Orsolini is a financial advisor with World Equity Group, Inc. in Schaumburg, IL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with World Equity Group since 2002 and also serves as President and Owner of College Aid Planners, Inc., a firm specializing in college financial aid consulting and tax preparation. Outside of his advisory roles, Orsolini is involved in youth wrestling as an assistant coach and serves as Treasurer and Board Member for Rising Tide Wrestling, a nonprofit supporting economically challenged youth in the sport. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a wide range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm offers managed portfolios through its Adhesion Money Management wrap-fee program, utilizing third-party money managers and risk-tolerance assessments to guide investment strategies.

Samuel Lee is a CFP® with 12 years of industry experience and currently serves at Highpoint Planning Partners. His prior experience includes roles at Kovack Advisors, Financial Engines Advisors, Bank of America, and Merrill. Highpoint Planning Partners serves a range of clients including individuals, pension plans, trusts, and corporate entities, offering services such as discretionary asset management, financial planning, and retirement plan advisory. The firm employs fundamental analysis to construct client investment policies and utilizes various platforms to deliver consolidated advisory services.

Keith Mooney is a CFP® and ChFC® with 31 years of industry experience. He is currently an advisor at VestGen Advisors, LLC and has previously worked at firms including LPL Financial and Sequoia Wealth Management. Outside of his advisory role, he serves as president and educator for a nonprofit that conducts financial education seminars. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients with discretionary and non-discretionary investment management, financial planning, and retirement plan services, employing a mix of analytical methods and third-party managers to implement client portfolios.

Michael Niewiadomski is a CFP® and Series 66-registered advisor with three years of industry experience. He is currently with Dynamic and has prior experience at Lincoln Financial Advisors, as well as roles outside the financial industry. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and unaffiliated registered investment advisers. The firm emphasizes a long-term, client-specific portfolio construction process and offers portfolio management, financial planning, retirement plan services, and sub-advisory support, with particular focus on supporting other advisers through integrated technology and outsourced services.

Cole Swearingen is a CFP® professional at Brookstone Capital Management LLC with four years of industry experience. He has worked at Franklin Wealth Advisors, RMB Capital, and Prizm Financial Advisors. Outside of finance, he owns and operates a small business raising beef cows, selling meat cuts directly to consumers. 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 registered investment advisers, sovereign wealth funds, and banking institutions.

Benjamin Parker is a financial advisor at Brookstone Capital Management LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2018. Outside of finance, he has been involved in music instruction through his business, Ben Parker Music Instruction, since 2009. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, and sovereign wealth funds. The firm delivers investment management primarily on a discretionary basis through model portfolios, unified managed accounts, and separately managed accounts, supporting a large network of advisors with back-office and turnkey asset management platform services.

Michael Peregrym is a financial advisor with Brookstone Capital Management LLC in Wheaton, IL, holding a Series 66 designation and 10 years of industry experience. His career includes 11 years at Edward Jones before joining Brookstone Capital Management and Dowling Financial Services in 2025. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and a wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions, offering discretionary investment management primarily via model portfolios, unified managed accounts, and separately managed accounts.

Nora Kahn is a CFP® professional with three years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. Her prior experience includes a year at Rappaport Reiches Capital Management and three years at Merrill. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans with wealth management, discretionary portfolio management, and financial planning services. The firm offers customized model portfolios, ongoing monitoring, and a range of ancillary services including tax preparation and estate-document preparation for qualifying clients.

Paul Moy is a CFP® with 47 years of industry experience, currently serving as an advisor at SPC since 2011. He is also associated with Sigma Financial Corporation during the same period. Outside of his advisory role, Moy is a licensed insurance agent appointed with various insurance companies, acts as a trustee for his own trust, and offers notary public services in Cook County, Illinois. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisors.

Sarah Hayes is a financial advisor at William Blair with a Series 66 designation and three years of industry experience. She has worked at William Blair since 2021 and also has prior experience in educational roles at Texas Christian University and New Trier High School. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

David Deschamps is a CFP® with 18 years of industry experience, currently serving at Corient. His prior experience includes roles at Balasa Dinverno Foltz LLC, Ausdal Financial Partners, Inc., and KRM Financial Services. Corient provides investment advisory and financial planning services to a diverse client base, using a goals-based, team investment approach that integrates in-house strategies with third-party managers and customized asset allocation. The firm offers specialized services including family office, tax, and corporate trustee services, and manages affiliated private fund platforms.

Scott Krzeminski is a financial advisor at William Blair with 31 years of industry experience. He has been with William Blair & Company since 2014. He holds Series 63 and Series 65 licenses. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across various asset classes and offers proprietary models and access to private funds and co-investment opportunities.

Brian Early is a financial advisor with William Blair, holding a Series 66 designation and 16 years of industry experience. He has been with William Blair & Company since 2011. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across various asset classes and provides proprietary models and access to private funds through its MB Investments Program.

Goran Tomic is a financial advisor with PNC Wealth Management in Norridge, IL, holding Series 63 and Series 66 designations and 16 years of industry experience. His prior roles include positions at Fifth Third Bank, CUNA Mutual Group, BMO Harris Financial Advisors, Citigroup Global Markets, and Merrill. Outside of his advisory work, he serves as an authorized signer for a non-investment related business, Tipperary Door County LLC. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot offering that uses algorithmic risk assessment to recommend investment strategies implemented via approved mutual funds and ETFs.

Maxwell Rinn is a financial advisor at AE Wealth Management, LLC with eight years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at firms including Fisher Investments, JP Morgan, and Merrill Lynch. Outside of his advisory role, he is involved with Scott Tucker Solutions, Inc., where he engages in insurance sales and services. AE Wealth Management provides 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 utilizes discretionary model portfolios and a mix of fundamental, technical, and cyclical investment strategies delivered through a high client-to-advisor ratio platform serving over 127,000 clients.

Edward Gray III is a CFP® and Series 66-registered advisor with 15 years of industry experience. He is currently with The Colony Group, LLC and Buckingham Asset Management, LLC, having previously worked at Financial Solutions Advisory Group, Inc. and Morgan Stanley. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, employee benefit consulting, and access to private and registered pooled investment vehicles. The firm employs an investment approach that blends active and passive strategies within an enhanced open architecture framework, incorporating fundamental and quantitative analysis alongside alternative tools such as trend-following and options overlay strategies.

Luke Wolchuk is a financial advisor with SPC based in Chicago, IL, holding a Series 66 designation and four years of industry experience. He has worked at Sigma Planning Corporation since 2022 and previously at Dwayne Johnson & Associates and CNH Industrial. Outside of advisory services, he is a partner in a CPA and tax preparation practice where he assists with tax return preparation and electronic submissions. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a team of over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary investment management tailored to client needs.

David Hanson is a financial advisor at Benjamin F. Edwards & Company, Inc. with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of advising, he is a minority partner in a partnership focused on land ownership, farming, and wetland creation, and operates a farm property business in Wheaton, IL. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension 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, investment management, and brokerage services, with managed solutions that combine proprietary and third-party strategies.