Snigdha Adhikari is a financial advisor at Principal Financial Services with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at firms including The Prudential Insurance Company of America and Aegis Capital Corp. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Richard Friedman is a financial advisor at Creative Planning with 22 years of industry experience. He holds a Series 65 designation and previously worked at Hwr Trading Partnership and under his own practice before joining Creative Planning in 2021. Outside of his advisory role, he is a partner in Beta Iota, LLC, a limited partnership involved in rental property investments. Creative Planning serves a diverse client base including individuals, corporations, and retirement plans, managing approximately $217 billion in assets. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a range of supplemental portfolio management and retirement plan services.

Scot Peterson is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 credentials and bringing 42 years of industry experience. He has been with Benjamin F. Edwards since 2013. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of wrap programs and investment strategies managed internally and with third-party managers, supported by several hundred advisors and tens of billions in assets under management.

Arvinder Kochar is a financial advisor with Kestra Advisory in Glenview, IL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at GWFS Equities, Inc. for nine years before joining Kestra Advisory and related affiliated firms in 2019. Kochar also serves as a Registered Field Assistant for IPPFA Benefits, providing administrative and customer service support. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, providing services including fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and offers access to multiple management platforms and third-party solutions.

Andrew Castro is a financial advisor at Brookstone Capital Management LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments, Northern Trust Securities, Bank of America, and Merrill. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform and wrap-fee program.

Andrew Andersen is a financial advisor at Brookstone Capital Management LLC with 19 years of industry experience. He holds a Series 66 designation and has been with Center Street Securities since 2015. Outside of his advisory role, he is involved with Fixed Insurance, doing business as Prizm Financial Advisors, Inc. Brookstone Capital Management provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models, utilizes a variety of investment vehicles, and serves as a sub-advisor to other advisory programs through its turnkey asset management platform.

Justin Draper is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Citigroup since 2017 and previously held roles at J.P. Morgan Securities and JPMorgan Chase Bank NA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and is notable for its large institutional scale and unique market roles, including derivatives and futures services.

Kurt Wittmeyer is a CFP® professional with seven years of industry experience, currently serving at Corient. His prior roles include positions at Balasa Dinverno Foltz LLC and Northern Trust. He also mentors young adults through 3rd Decade, providing guidance on personal financial planning. Corient offers investment advisory and financial planning services to a diverse clientele, 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 to align portfolios with client objectives.

Gidon Neuman is a financial advisor at &PARTNERS in Northbrook, IL, holding a Series 66 designation. He has been with &PARTNERS since 2025 and has diverse prior experience in roles outside the financial advisory industry, including positions at Illinois Urgent Care LLC and 3826 Ventures LLC. &PARTNERS serves a broad range of individual and institutional clients, providing investment management, financial and tax planning, ERISA consulting, and brokerage services. The firm employs a combination of fundamental, technical, and quantitative analysis, with portfolios managed by in-house advisors or vetted third-party managers.

Thomas Collar is a CFP® professional with 14 years of industry experience. He has worked at Balasa Dinverno Foltz LLC for 13 years and has been with Corient and its affiliated entities since 2022. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that incorporates internal strategies, third-party managers, and risk management tools, with distinctive capabilities in private fund offerings and affiliated trust and broker-dealer services.

Nolan Goslee is a financial advisor at Brookstone Capital Management LLC with 11 years of industry experience. He held prior roles at Kalos Management and Kalos Capital and served eight years in the US Army Reserves. Outside of his advisory work, he serves as treasurer on the Highland Hill Community Board of Directors. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other entities. The firm employs strategic and dynamic asset allocation strategies, including proprietary models and a range of investment products, while also acting as a sub-advisor to other advisory programs.

Christopher Hill is a CFP® and CFA® with nine years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at LPL Financial, LaSalle Investment Management Distributors, LLC, and Invesco. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active strategies overseen by an internal Investment Committee.

Joe Hall is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at LPL Financial, Level Four Advisory Services, and Integrated Wealth Concepts, where he has been since 2021. He also engages in entrepreneurial activities related to investment advisory through entities such as Totemic Enterprises, LLC. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income with both long-term and tactical approaches.

J Sidio is a financial advisor at Benjamin F. Edwards & Company, Inc. with 17 years of industry experience. He has been with Benjamin F. Edwards since 2016 and holds Series 63 and Series 65 licenses. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and institutions. The firm offers fee-based wrap programs, financial planning, and investment management through a variety of portfolios and strategies monitored by an Investment Strategy Committee.

Cory Eagerman is a financial advisor at Creative Planning with Series 66 and Series 65 credentials and five years of industry experience. His prior roles include positions at Iron Financial and Morningstar Financial, where he worked for three and eleven years, respectively. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, along with supplementary techniques such as tax-loss harvesting and selective private market exposure.

Gzim Mehmeti is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Citigroup Global Markets since 2007. Outside of his advisory role, he is the managing partner of DNM Holdings LLC, a commercial real estate venture based in Chicago. 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 through discretionary and non-discretionary programs and maintains unique market roles, including swap dealer and futures commission merchant activities.

George Pantazis is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Lincoln Investment since 2025. His prior roles include positions at Charles Schwab & Co., Inc. and Icma Retirement Corporation. Lincoln Investment serves individuals, charitable organizations, businesses, and many employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and manages a mix of in-house and third-party investment strategies overseen by a dedicated Investment Management & Research team.

Lindsey Holton is a financial advisor at William Blair with 16 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has been with William Blair since 2015. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Tracy McMahon is a CFP® professional with eight years of industry experience. She has been with Mariner Wealth Advisors since 2018 and previously worked at JMG Financial Group, LTD from 2016 to 2018. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and private funds, providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party managers, with notable integration of tax and accounting services uncommon for a firm of its size.

Jeremy Schletz is a financial advisor at Cerity Partners LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Edge Financial Advisors for eleven years. He is based in Wheaton, Illinois. Cerity Partners delivers customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm uses tailored asset allocation, manager selection, and proprietary quantitative screens alongside third-party managers and individual securities to build client programs.