John Adcock is a CFP® and ChFC® professional with 23 years of experience in the financial services industry. He is currently with MAI Capital Management, LLC and has previously worked at WCG Wealth Advisors, LLC and Massachusetts Mutual Life Insurance Co. Adcock is also involved with Treloar & Heisel, LLC, where he engages in the sale of fixed and non-variable insurance products. MAI Capital Management, LLC provides comprehensive investment management and wealth management services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio strategies across multiple asset classes and integrates financial planning, tax, and administrative services, managing $72.3 billion in assets as of May 2026.

Roger Fuhrman is a financial advisor at Brookstone Capital Management LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2016. Fuhrman is also a professor at North Central College and is involved with Simplicity Financial Marketing. Brookstone Capital Management is an SEC-registered adviser that provides 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, delivering investment management primarily on a discretionary basis via model portfolios and managed accounts.

Christopher Larrabee is a CFP® with 38 years of industry experience and is currently affiliated with Benjamin F. Edwards & Company, Inc., where he has worked since 2016. He holds a Series 63 license and is based in Wheaton, Illinois. Outside of his advisory role, he acts as an agent for his step-mother in an investment-related capacity. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement consulting, and investment management, utilizing a variety of discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

Nicholas Marsh is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 14 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent ten years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers, providing tailored solutions such as Executive Wealth, Personal Wealth, and Private Family Office support within a large integrated financial group.

Vanessa Retter is a financial advisor at Brookstone Capital Management LLC with five years of industry experience. She holds a Series 65 designation and has worked at Brookstone since 2021. In addition to her advisory role, she is involved in insurance sales. 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.

Jennifer Casey is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. Prior to joining Creative Planning, she worked at CCP Financial Planning Services from 2014 to 2018. She is a member of the board of directors and Outreach Chair at GiGi's Playhouse, a nonprofit that offers educational and therapeutic programs for individuals with Down Syndrome and their families. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process centered on low-cost indexing and buy-and-hold strategies, supplemented by tax-efficient and fundamental equity approaches, supported by a large advisory team and integrated investment infrastructure.

William Parrilli is a financial advisor at Benjamin F. Edwards & Company, Inc. with 44 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he serves as a board member of the Northern Illinois Shooters Association, organizing matches and overseeing scoring. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of investment strategies and wrap programs supported by an internal trading desk and an investment committee.

David Lewitas is a financial advisor with United Planners Financial Services of America, holding Series 65 and Series 63 licenses and 22 years of industry experience. He has worked at United Planners since 2020 and has also been affiliated with Cutrera Financial since 2018 and ProEquities Inc from 2017 to 2020. Lewitas operates several marketing entities including Lewitas Wealth Management LLC and Cutrera Financial. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, trusts, and institutional clients. The firm’s advisory services are delivered through independent Investment Adviser Representatives using a variety of custodians and third-party managers, with the majority of assets under management held in non-discretionary accounts.

Cara Ryadi is a CFP® with 15 years of industry experience, currently serving as a financial advisor at William Blair since 2017. She holds the Series 66 designation and is based in River Forest, IL. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients, utilizing active, research-driven strategies across multiple asset classes.

Gregory Kurinec is a CFP® with 20 years of industry experience, currently affiliated with Independent Financial Group, LLC since 2010. His prior experience includes roles at FSC Securities Corporation, Waterstone Financial Group, Inc., and OSAIC Services, Inc. He is an attorney providing estate planning services, serves as a volunteer public speaker for the Society for Financial Awareness, and holds a board position with the International Association of Registered Financial Consultants. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm employs a combination of strategic asset allocation and multi-manager portfolios across various risk profiles, utilizing both active and passive investment strategies.

Dante Dominguez is a financial advisor with The Huntington Investment Company in Oak Lawn, IL, holding Series 66 and Series 63 licenses and five years of industry experience. His prior roles include positions at Ameriprise, Bank of America, Merrill, J.P. Morgan Securities, Charles Schwab, and Chase Bank. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment model combining third-party and proprietary strategies, managing accounts through various wrap-fee programs on the Envestnet MAS platform.

Michael Stedronsky is a financial advisor at William Blair in Chicago, holding a Series 66 designation with three years of industry experience. He has worked at William Blair since 2021 and has prior experience at firms including Allo Communications, Nelnet, and TD Ameritrade, as well as roles in other industries. 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 active, research-driven strategies across asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Alexander Fernbach is a CFP® professional with three years of industry experience, currently affiliated with Benjamin F. Edwards & Company, Inc. He has previously worked at Schumann Financial, CETERA Financial Specialists LLC, JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. Prior to his financial advisory roles, he worked at Bowling Green State University and Monarch Landing. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers a range of managed investment strategies through fee-based wrap programs and provides custody, execution, and trading services supported by an internal investment strategy committee.

Jennifer Ferworn is a financial advisor at William Blair with 10 years of industry experience. She holds a Series 66 designation and has been with William Blair since 2018. Prior to joining William Blair, she worked at Atlas Residential USA from 2016 to 2018. 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 active, research-driven management across multiple asset classes and offers proprietary models and access to private funds through its integrated platform.

Jeffrey Pavlik is a financial advisor at William Blair with Series 65 and Series 66 licenses and four years of industry experience. He previously led Pavlik Capital Management LLC for 14 years before joining William Blair in 2022. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, and institutional clients. The firm employs an active, research-driven approach across multiple asset classes and provides access to proprietary models, private funds, and co-investment opportunities.

Michael Lemaich is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has been with Brookstone Capital Management since 2013 and also owns Global Fund Management LLC, where he acts as an insurance agent. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning services through a turnkey asset management platform and wrap-fee program, serving a diverse client base including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm delivers investment management primarily on a discretionary basis using model portfolios, unified managed accounts, and separately managed accounts, and supports a large advisor network with back-office and TAMP services.

Keith Janczak is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he is involved in online game streaming on Twitch. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple managed-account programs through its Passageway platform, combining third-party portfolio managers and advisor-managed options, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.

Jesse Szlaga is a CFP® professional with 11 years of experience in financial advising, currently with Mariner Wealth Advisors since 2015. He is based in Oakbrook Terrace, IL. Mariner serves a wide range of clients, including individuals, pension and profit-sharing plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by both in-house research and third-party managers, along with integrated tax and accounting services uncommon at its enterprise scale.

Alexis Fritts is a financial advisor with The Huntington Investment Company in Chicago, IL, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. Prior to joining Huntington in 2024, Alexis worked at Raymond James & Associates, Wells Fargo Clearing Services, and JP Morgan Chase Bank and JP Morgan Securities. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment approach, combining third-party sub-managers and proprietary Private Bank models across multiple wrap-fee programs.

James Snider is a financial advisor with Planmember Securities Corporation in Naperville, IL, holding a Series 66 designation and 23 years of industry experience. He has been self-employed since 2003 and owns a business consulting firm, Snider & Associates, which provides general management services unrelated to securities. He also operates Tax Prep Partners, a tax preparation service. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through their asset allocation portfolios. The firm uses a strategic asset allocation framework and risk-based mutual fund portfolios ranging from conservative to aggressive.