Michael Kruchten is a CFP® with 28 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and is co-owner of Pursuit Wealth Group, LLC, as well as Compass Tax Advisors, LLC, which provides tax preparation services. His prior experience includes roles at LPL Financial and First Midwest Bank. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs, wealth management, and retirement plan consulting services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction alongside model portfolios managed by Commonwealth’s Investment Management and Research team.

Angela Burdelik is a financial advisor at William Blair with 29 years of industry experience. She holds Series 63 and Series 65 designations and has been with William Blair & Company L.L.C. since 1992. Based in New Lenox, IL, she has spent her entire career at the firm. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm utilizes active, research-driven management across multiple asset classes and provides clients access to proprietary models, third-party sub-managers, and private investment opportunities.

Sarah Krapec is a financial advisor at Principal Financial Services with 10 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior work includes roles at Global Retirement Partners, LLC, Strategic Retirement Partners, and Kestra Financial, Inc. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, and business entities. 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.

Craig Horvath is a financial advisor with Integrated Wealth Concepts LLC in Joliet, IL, holding CFP® and ChFC® designations and over 29 years of industry experience. He has previously worked with LPL Financial and Level Four Advisory Services. Horvath is involved in insurance agency activities and serves as a non-variable insurance agent. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and consulting services, utilizing customized portfolios with a long-term approach and employing internal management alongside third-party managers.

Andrew Freeman is a financial advisor with Principal Financial Services, holding a Series 66 designation and 19 years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance Co. since 2013. In addition to his advisory role, Freeman serves as a bank officer at Principal Bank and Trust Company, supporting retirement plan account relationships. 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 direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Xiao Chen is a CFP® professional with 14 years of industry experience, currently advising at Integrity Alliance, LLC. Prior to joining Integrity Alliance, Chen held roles at Transamerica Financial Advisors, Lion Street Financial, and related entities. Outside of finance, Xiao Chen is involved in community organizations including serving as Vice President of the Hunan Association of the Midwest USA and as a board member of the Chinese American Association at Greater Chicago. Chen also owns a performing arts business focused on music and acting. Integrity Alliance is a large advisor network providing advisory and brokerage services to individuals, corporations, and retirement plans. The firm offers various investment management approaches, including advisor-managed discretionary accounts, model portfolios, and third-party sub-advisers, supported by a range of operational features such as dual SEC registration and affiliated insurance distribution.

Daniel De Masi is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has worked at Citi Personal Wealth Management since 2014, following prior roles at Citizens Securities, Inc. and PNC Wealth Management. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by in-house research and extensive operational capabilities.

Kimberly Mika is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 36 years of industry experience. She previously worked at Commonwealth Financial Network, LPL Financial, and INVEST Financial Corp. Mika is the managing member and owner of Riverstone Wealth Partners Mika, LLC, a private entity involved in securities, advisory, and insurance business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, and pooled plan solutions, serving clients such as large institutional investors and sovereign wealth funds.

Nicholas Pagliai is a financial advisor with Lincoln Investment in Joliet, IL, holding Series 66 and Series 63 licenses and nine years of industry experience. He has previously worked at firms including Northwestern Mutual Investment Services LLC, Merrill Lynch Pierce Fenner and Smith, and Fifth Third Bank. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base that includes individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning and portfolio management with a range of advisor-managed and firm-managed model portfolios and employs an in-house Investment Management & Research team to construct strategic investment solutions.

Diane Sewing is a financial advisor at Lincoln Investment with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with The Voyager Group, Ltd. since 2006. Outside of her advisory role, she co-chairs worship and spiritual life at Trinity Lutheran Church and serves on the Village of Elwood Parks & Recreation Committee. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base, including individuals, trusts, charities, and retirement plans. The firm employs a strategic investment approach through its in-house Investment Management & Research team, offering model portfolios and advisor-led consulting tailored to client objectives.

Melissa Wajda is a financial advisor at Creative Planning with five years of industry experience. She holds the Series 66 designation and previously worked at Benjamin F. Edwards & Company for six years and Awana International for three years. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors and 151 offices.

William Hammond is a ChFC®-designated financial advisor with 33 years of industry experience. He is currently with Private Advisor Group, LLC and has previously worked at firms including T2 Asset Management and Woodbury Financial Services. Outside of his advisory work, he provides tax advice and tax preparation services under Hammond Capital Management Ltd, separate from his investment advisory role. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing both proprietary and third-party investment strategies and technology platforms.

Frank Palmasani is a financial advisor with Lincoln Investment in Joliet, IL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes long-term roles at Sourcebooks and Great American Advisors, Inc., as well as over three decades at Hinsdale South High School. He has worked with Lincoln Investment for 16 years. Lincoln Investment Planning, LLC serves a broad client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a focus on educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house Investment Management & Research team that constructs strategic model portfolios and employs third-party managers.

Amy Montgomery is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and 20 years of industry experience. She has worked at LPL Financial from 2013 to 2022 and has been with Pursuit Wealth Group and Commonwealth Financial Network since 2022. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a variety of advisory programs and services, including custom portfolio solutions and retirement plan consulting, while supporting affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Datta Prasad Janamanchi is a financial advisor at Integrity Alliance, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Transamerica Financial Advisors, Inc. and World Financial Group, INC. Outside of his advisory role, he is involved in life and health insurance sales through multiple business activities. Integrity Alliance serves a broad client base including individual investors, corporations, and qualified retirement plans. The firm manages approximately $5.4 billion in client assets through a large network of advisors, offering a variety of portfolio management and financial planning services alongside third-party manager referrals.

Jason Moscickis is a financial advisor at PNC Wealth Management with 21 years of industry experience. He has been with PNC Investments since 2010. Moscickis holds Series 63 and Series 66 licenses. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account for employees. The firm employs algorithmic risk assessment and executes investments via approved model strategies using mutual funds and ETFs, with portfolio management delegated to third parties.

Scott Wei is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Integrity Alliance, he was with Lion Street Advisors and Lion Street Financial. Wei is also the owner of Dentdelioun LLC, where he has worked as an insurance agent since 2011. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans, offering advisory and brokerage services through a network of over 300 independent advisors managing approximately $5.4 billion in assets. The firm provides a variety of investment solutions including discretionary accounts, model portfolios, and third-party manager referrals across multiple platforms.

Adam Provance is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 18 years of industry experience. He previously worked at First Midwest Bank and LPL Financial, both from 2013 to 2022, and is a co-owner of Compass Tax Advisors, LLC, which provides tax preparation services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors. The firm offers a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Jessica Martin is a financial advisor with Commonwealth Financial Network in Joliet, IL, holding a Series 66 designation and three years of industry experience. Her prior experience includes roles at Stifel Independent Advisors, LPL Financial, and Clifton Larson Allen. Outside of advisory work, she is involved in tax preparation through JRM Consulting. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, including customized portfolio solutions and third-party asset manager access. The firm supports its advisors with operations, technology, compliance, and investment management services.

Chad Humphrey is a CFP® professional with 19 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has held positions at Raymond James Financial Services and LPL Financial, among others. His background includes roles in both advisory and insurance sectors. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting, employing a strategic investment process that combines passive and active management supported by quantitative and fundamental research.