David Mcgranahan is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 credentials and possessing 10 years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, LLC, and Relative Value Partners Group, LLC. He serves on a committee for Congregation Sukkat Shalom’s endowment fund and is an independent board member of Prairie Management Group, a family office. Focus Partners Wealth serves a broad range of clients, including individuals, high-net-worth families, corporate, retirement plan, and institutional clients, offering investment management and comprehensive wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach combining fundamental and quantitative analysis, and it operates a large advisory platform with integrated reporting across managed and held-away assets.

Bradley Buening is a financial advisor at First Command Advisory Services with three years of industry experience. He holds the Series 65 and Series 63 credentials and previously served 22 years in the United States Air Force before joining First Command in various capacities starting in 2023. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to select and manage model portfolios and third-party managers.

Franklin Montes is a financial advisor at Corient with a Series 65 credential. He has been with Corient since 2025 and has prior experience that includes four years at the University of Wisconsin - Madison. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporations. The firm uses a goals-based, team-oriented investment approach that integrates in-house and third-party strategies, continuous portfolio monitoring, and risk management tools.

Curtis Wilcox is a financial advisor with Lincoln Investment in Lombard, IL, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior experience includes roles at VALIC Financial Advisors, AGIA, and MCW Development, LLC, where he is involved in reviewing financial statements for a real estate development business. Lincoln Investment serves individuals, charitable organizations, and businesses, with a focus on educators and retirement plan participants. The firm offers a range of financial planning and investment management services, employing both strategic and tactical approaches supported by quantitative and adaptive intelligence models.

Merrick Robison is a financial advisor with Primerica Advisors, holding a Series 66 designation and based in Skokie, IL. He has prior experience at Guardian Life Insurance Company, Park Avenue Securities, Mutual of Omaha, and Hudson River Trading. Outside of his advisory role, he operates a non-investment-related business called Merrick R - Rover Services. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services along with financial and retirement planning. The firm employs a variety of proprietary and third-party investment strategies and supports a range of account features such as lending solutions and tax-harvesting.

Benjamin Welch is a financial advisor at Lincoln Investment with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Lincoln Investment, LPL Financial, J. McGovern and Associates, and Lincoln Investment Planning. He serves as a Boys U5 Division Coordinator and board member for a youth soccer organization. Lincoln Investment serves individuals, charitable organizations, businesses, and employer‑sponsored retirement plans, focusing on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing both strategic and dynamic approaches across discretionary and non‑discretionary programs.

Dane Sauer is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Schaumburg, IL. He has been with Mercer since 2016 in various roles. Mercer Global Advisors provides investment advisory and financial planning services to individuals, families, small business owners, plan sponsors, and non-profits. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and other strategies, and offers a broad range of specialized services including retirement plan consulting and family office solutions.

Julie Bucaro is a CFP®-credentialed financial advisor with 14 years of industry experience. She is currently with Corient, where she has worked since 2022, following a 13-year tenure at Balasa Dinverno Foltz LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, 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 utilizes risk management tools and alternative investments as appropriate.

Shamolie Panjwani is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 designation. She began her advisory career in 2022 and has prior experience in various roles at the University of Wisconsin-Madison, including Admissions & Recruitment and University Health Services. Goldman Sachs Wealth Services advises a broad client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates resources across the Goldman Sachs ecosystem and employs strategic allocation models, manager selections, and advanced research tools in its advisory approach.

Bradley Hills is a CFP® and Series 65-licensed advisor at EP Wealth Advisors with one year of industry experience. His prior roles include positions at Rappaport Reiches Capital Management and several financial firms, as well as involvement with the National Literacy Trust. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm utilizes a combination of fundamental, technical, and cyclical analysis to construct customized model portfolios and provides additional services such as tax preparation and estate-document preparation for qualifying clients.

Zachary Dombrowski is a financial advisor with Eagle Strategies (NY Life) who holds a Series 66 designation and has 16 years of industry experience. He has been with Eagle Strategies since 2015 and previously worked at Rogers Financial Group from 2021 to 2024. Outside of his advisory role, Dombrowski serves as an elder board member at CityLine Bible Church and participates as an election judge with the Chicago Board of Election. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations. The firm provides financial planning, investment management, and retirement-plan advisory services with an emphasis on tailored recommendations, managing primarily non-discretionary assets within an integrated New York Life affiliate structure.

Frank Nemeth is a financial advisor with NewEdge Advisors in Arlington Heights, IL, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His prior roles include positions at LPL Financial, Wells Fargo Clearing, and Wells Fargo Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent representatives. The firm offers a wide range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Thomas Panoplos is a financial advisor at Creative Planning with 24 years of industry experience. He holds a Series 66 designation and previously worked at Mesirow Financial, Inc. for 22 years before joining Creative Planning in 2023. Outside of advising, he is involved as a co-manager in a real estate investment LLC. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm emphasizes a financial planning-led investment process with low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other approaches, supported by a broad advisory team and integrated investment infrastructure.

Carson Poulin is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Deerfield, IL, and has three years of industry experience. His background includes roles at Goldman Sachs Ayco, Lake Forest College, and SPM Financial. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm uses strategic allocation models, manager selections, and a range of fee arrangements to tailor investment solutions, leveraging the broader Goldman Sachs ecosystem for expanded product access and support.

Samuel Awad is a CFP® professional with nine years of experience in financial advising. He has worked at Integrated Wealth Concepts LLC since 2026, following six years at HighTower Advisors LLC and four years at Private Vista, LLC. Outside of financial advising, he provides operational and IT consulting and executive coaching, assisting with strategic IT programs and coaching high-potential executives. Integrated Wealth Concepts LLC serves individuals, families, trusts, 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 primarily long-term investment approach with customized portfolios and a variety of model and wrap-fee program options.

Nathan Freeman is a financial advisor at Wealthspire Advisors with 24 years of industry experience. He holds Series 66 and Series 65 licenses and has worked at firms including Independent Financial Partners, Rudwall Wealth Management, LPL Financial, and American Century Investment Services. In addition to his advisory work, Freeman owns and operates PKJ LLC, a health care services referral business. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate plans, and nonprofits. The firm uses an institutional-style asset allocation approach with a range of investment vehicles and offers services such as wealth management, financial planning, and retirement-plan consulting.

Charles Williams is a CFP® professional with 35 years of experience in the financial services industry. He has worked with Independent Financial Partners since 2010 and previously served at LPL Financial and IFP Securities, LLC. Williams is also an adjunct professor at Northwestern University School of Continuing Studies, where he teaches a retirement planning and employee benefits course. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a focus on retirement-plan advisory and pension consulting services.

Patrick Callaghan is a financial advisor at &PARTNERS with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He served as past president of the Rotary Club of Glenview Sunrise, overseeing its fundraising committee for fourteen years. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, retirement-plan consulting, and brokerage services, employing a range of analytical approaches and third-party strategies.

David Kohlmeyer is a CFP® professional with 34 years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2018 and previously spent nine years at Stifel Nicolaus & Co Inc. Outside of his advisory work, he serves as the treasurer for the Wheaton Academy Foundation, a role involving quarterly evening meetings. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, and institutions. The firm offers a range of fee-based wrap programs, financial planning, and investment management services, using strategies managed internally and by third parties, with oversight from an Investment Strategy Committee.

Jeffrey Perkins is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also serves on the board of Marengo Area Outreach Enterprises. Outside of finance, he manages Perkins Farm, which sells hay and beef. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm employs a model portfolio approach using third-party managers and proprietary solutions delivered through multiple platforms.