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 credentials and over 23 years of industry experience. He previously worked at First Midwest Securities, Inc. from 2010 to 2015 before joining Independent Financial Group in 2015. Doshi serves as a board member for the non-profit Vernon Hills Indian Association. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm offers financial planning and portfolio management through multiple platforms and utilizes a combination of strategic asset allocation, multi-manager portfolios, and both passive and active investment exposures.

Matthew Dial is a financial advisor at Benjamin F. Edwards & Company, Inc. with five years of industry experience. He holds the Series 66 designation and previously worked for US Bank from 2015 to 2021. Dial is based in Naperville, Illinois. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of advisory programs and consulting services, combining proprietary and third-party investment strategies with in-house equity and fixed income portfolio management.

Matthew Kocmond is a financial advisor with Principal Financial Services in Downers Grove, IL. He holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining Principal, he worked at firms including LPL Enterprise LLC and Northwestern Mutual. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Joanna Pomagier is a financial advisor with William Blair, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked at William Blair since 2017 and previously at Northern Trust Securities Inc. and Northern Trust Bank. 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 emphasizes active, research-driven management across various asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Steven Jesanis is a financial advisor with William Blair in Glen Ellyn, Illinois. He holds a Series 66 designation and has 22 years of industry experience, having worked at William Blair & Company, L.L.C. since 2003. 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 utilizes an active, research-driven management approach across multiple asset classes and provides proprietary models and access to private funds and co-investment opportunities.

E Wurtzebach is a CFP® with 41 years of industry experience and is currently with Lincoln Investment, where he has worked since 2017. Prior to that, he spent 23 years at Legend Equities Corporation. He also maintains agency roles servicing fixed annuities with Great American Life Insurance Company and Mass Mutual. Lincoln Investment Planning, LLC is a large enterprise firm that serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. 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 adaptive investment strategies.

Marek Klincewicz is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior work includes roles at Sirius Holdings LLC and World Financial Group, Inc. He is also involved in the sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, estates, and businesses, delivering services through multiple advisory platforms and a large network of advisors. The firm’s investment approach relies primarily on model portfolios and third-party managers rather than individual advisor discretion.

Suzanne Fickle is a financial advisor with Transamerica Retirement Advisors, LLC in Wheaton, IL. She holds Series 63 and Series 66 credentials and has 10 years of industry experience. Her prior roles include positions at Morgan Stanley, E*TRADE Capital Management, Bank of America, and Merrill. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through programs focused on asset allocation, contribution guidance, and retirement planning, utilizing proprietary software and portfolio oversight from Morningstar Investment Management.

Steven Zareck is a Series 65 registered advisor at Brookstone Capital Management LLC with experience beginning in 2013. His prior roles include positions at Amerilife and Affiliated Consulting Group. He is based in Wheaton, IL. 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 its BCM Platform and wrap-fee program.

Ryan Swiatek is a financial advisor with Wealth Enhancement Advisory Services, LLC and holds a Series 65 designation. He has three years of industry experience, having previously worked at FourStar Wealth Advisors, Brookstone Capital Management, and Independent Financial Resources. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified, risk-class based investment approach that blends passive and active management, overseen by an internal Investment Committee.

Chastity Peterson is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 19 years of industry experience. Prior to joining Benjamin F. Edwards in 2025, she worked at Morgan Stanley Smith Barney LLC for 16 years, with additional experience at Morgan Stanley & Co. LLC and Citigroup Global Markets. Outside of her advisory role, she is the owner of a wellness and weight loss products business under Plexus Worldwide. Benjamin F. Edwards & Company is a broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of advisory programs, financial planning, investment management, and brokerage services, utilizing both proprietary and third-party strategies across equity and fixed income portfolios.

Michael Hankes is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has worked at LPL Financial since 2006 and previously spent seven years with UBS Financial Services. Outside of his advisory role, he is a 20% partner in an LLC related to investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

William Paton is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2011, following four years with Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Sarah Garvin is a financial advisor with Thrivent Investment Management in Geneva, IL, holding a Series 66 designation and three years of industry experience. Her prior work includes five years at ADTRAV Travel Management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a wide range of financial planning topics. The firm allows clients to combine planning with managed accounts under a consolidated billing option, while keeping the services distinct.

Kathy Grubar is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Stephene Norwood is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 credential and 17 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and integrates structured planning tools and methodologies such as Monte Carlo simulations in its financial planning process.

George Tolbert is a financial advisor at Robert Baird & Co. with four years of industry experience. He holds a Series 66 designation and previously served four years in the U.S. Army. Prior to his current role, he had a one-year tenure at Robert W. Baird and attended The Citadel, Military College of South Carolina. Baird’s Private Wealth Management department, including the DDK Group team, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services such as financial planning, portfolio management, separately managed account programs, and custody and brokerage services, with investment strategies supported by internal research and ongoing manager oversight.

Steven Davis is a CFP®-designated financial advisor with 16 years of industry experience. He is currently with LPL Financial, having joined in 2023 after 12 years at Edward Jones. Davis also operates Madison & Wealth Management, a DBA related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning and access to model portfolios and third-party asset managers, supported by technology tools and a broad spectrum of financial products.

Andrew Reynolds is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he serves as a trustee and executor for family trusts and estates. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, offering services that include financial planning, access to external asset managers, and insurance product facilitation.