Alec Kozuch is a CFP® with eight years of industry experience currently affiliated with CWM, LLC in Naperville, IL. He has held roles at firms including KFA Partners, LLC and Cetera Wealth Services, LLC. Kozuch is also a part owner and financial professional at Twenty Two Wealth Management and KFA Partners, LLC. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios supported by fundamental and technical analysis and various customization tools.

Gregory Kurinec is a CFP® with 20 years of industry experience, currently serving at Independent Financial Group, LLC since 2010. He also works as an independent contractor providing legal services related to estate planning and holds a position as an Illinois insurance agent. Kurinec volunteers as a public speaker for the Society for Financial Awareness and serves as a board member of the International Association of Registered Financial Consultants. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, managing approximately $11.3 billion in regulatory assets under management.

Jacob See is a financial advisor with NewEdge Advisors, holding a Series 66 designation and three years of industry experience. His work history includes roles at NewEdge Advisors and LPL Financial, as well as prior experience outside the financial sector. He is involved in tax preparation and accounting as a tax assistant in addition to his advisory duties. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisors. The firm offers a broad range of portfolio management, financial planning, retirement consulting, and access to third-party managers, utilizing multiple program structures and technology tools to support advisor and client needs.

Alexander Fernbach is a CFP® professional with three years of industry experience, currently with Benjamin F. Edwards & Company, Inc. Prior to joining Benjamin F. Edwards, he held roles at Schumann Financial, CETERA Financial Specialists LLC, JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. He also has experience outside financial services, including a two-year period at Bowling Green State University. Benjamin F. Edwards & Co. provides investment advice and related services to a diverse client base including individuals, retirement plans, trusts, estates, and corporate clients. The firm offers a range of model-based and customized investment strategies, combining discretionary and non-discretionary programs with in-house trading and multiple service offerings.

Marta Krupa is a financial advisor with PNC Wealth Management in Elgin, IL, holding Series 63 and Series 65 credentials and 17 years of industry experience. She previously worked at PNC Investments LLC for 10 years before joining PNC Wealth Management in 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary model account available to select employees that uses algorithmic risk assessment and approved model strategies managed by PNC or third parties.

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.

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.

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.

Chad Sturtz is a financial advisor with Principal Financial Services in Downers Grove, IL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Principal Securities Inc. since 1997 and Principal Life Insurance Company since 1996. Outside of his advisory work, he owns Sturtz Farm, LLC, which focuses on corn and soybean production. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, and charitable organizations. 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.

Daniel Baer is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup since 2005. 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 and operates with institutional scale, including in-house research, derivatives services, and bespoke solutions for large relationships.

Michael Youakim is a CFP® with 24 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2012. He holds Series 63 and Series 65 licenses and is based in Woodridge, Illinois. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Brian Vanderlugt is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2010. He holds the Series 66 designation and is based in Wheaton, Illinois. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs and investment management solutions that include both firm-developed and third-party model strategies.

Tristan Abalos is a financial advisor at Brookstone Capital Management LLC holding a Series 66 designation. He has one year of industry experience with prior roles at Osaic Wealth Inc and LPL Financial. Outside of finance, he has operated The Screen Guys LLC since 2014. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs a variety of strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform.

Matthew Mirabella is a financial advisor at AE Wealth Management, LLC in Chicago, IL, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Equitable Advisors LLC and independent contracting with Tax Smart, LLC and Scott Tucker Solutions, Inc. He has diverse work experience outside advisory services, including positions in retail and delivery. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a varied client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and combines fundamental, technical, and cyclical investment approaches to serve over 127,000 clients through a platform-focused advisory model.

Tyler Welter is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has eight years of industry experience, including roles at Principal Securities Inc and Principal Life Insurance Company since 2018. He is also licensed as an insurance agent, providing life, health, long-term care, disability insurance, and annuities on a part-time basis. Principal Securities offers comprehensive brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and military personnel, with a focus on financial planning, retirement consulting, and access to third-party money manager solutions.

Jigar Doshi is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Independent Financial Group since 2015. Doshi serves as a board member for the Vernon Hills Indian Association, a nonprofit organization. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement plan services, utilizing a combination of in-house and third-party managed portfolios tailored to client risk profiles.

Matthew Dial is a financial advisor at Benjamin F. Edwards & Company, Inc. in Naperville, IL, holding a Series 66 designation with four years of industry experience. He previously worked at U.S. Bank for six years before joining his current firm in 2021. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a broad range of advisory programs and investment management services that include firm-developed and third-party model strategies with oversight from an Investment Strategy Committee.

Matthew Kocmond is a financial advisor with Principal Financial Services and holds Series 66 and Series 63 licenses. He has two years of industry experience, including roles at Northwestern Mutual, LPL Enterprise, and New York Life. 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, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.