Robert Westberg is a CFP® and ChFC® with 34 years of industry experience. He has been affiliated with Eagle Strategies since 2000 and with NYLife Securities Inc. since 1993. Outside of his advisory work, Westberg is a CPA and owns a separate business. Eagle Strategies serves a diverse client base including individuals, defined contribution and benefit plans, charitable organizations, and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Brian Kotowski is a financial advisor with &PARTNERS in Arlington Heights, IL, holding a Series 66 designation and seven years of industry experience. He previously worked at UPS for six years and Wells Fargo Advisors, LLC for 20 years. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charities, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, and retirement plan services using a combination of fundamental, technical, and quantitative analysis alongside both proprietary and third-party strategies.

Joseph Nogal is a financial advisor at William Blair with 13 years of industry experience. He has been with William Blair since 2017 and previously worked at Goldman Sachs & Co. from 2012 to 2017. He holds Series 63 and Series 65 licenses. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm uses an active, research-driven approach across multiple asset classes and offers proprietary models and access to private and co-investment opportunities.

Yat Hong Leung is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and seven years of industry experience. Prior to joining Citigroup in 2020, Yat worked at JP Morgan Chase Bank and JP Morgan Securities LLC from 2017 to 2020, as well as at Fresenius Medical Care Hong Kong Limited in 2016-2017. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles such as operating as a swap dealer and futures commission merchant.

Obrian Phillips is a financial advisor at William Blair with 11 years of industry experience. He holds a Series 66 designation and has been with William Blair since 2017, following nine years at CITIGROUP. 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 active, research-driven management across various asset classes and provides access to proprietary models, private funds, and co-investment opportunities.

Paul Oblon is a financial advisor at &Partners with Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory role, he serves as treasurer for the Purdue University Phi Kappa Psi alumni network. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, supported by Envestnet and NFS platforms.

Anthony Torreon is a financial advisor with Fifth Third Securities, Inc. in Naperville, Illinois, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients, including individuals, charitable organizations, and institutional investors. The firm combines multiple managed-account programs with features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and a distinctive municipal-advisor registration.

Antonio Lugo III is a CFP® with nine years of industry experience, currently serving at Brookstone Capital Management LLC since 2016. He also has a role at Smart Wealth Strategies Inc, where he has been involved since 2013. His outside business activities include insurance and annuity products. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Dylan Fisher is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He previously worked at Evernest Financial Advisors and Mitchell, Vaught and Taylor, Inc. Outside of his advisory work, he owns a small online reselling business focused on antiques and thrift items. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services, employing a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Jessica Freiburg is a financial advisor at Cetera Planning Partners with the PFS™ designation and two years of industry experience. She previously worked at Avantax Planning Partners and also manages Sassetti LLC, a firm providing tax planning, audit, and advisory services. Freiburg serves as treasurer for the Parks Foundation of Oak Park and volunteers with the Illinois Wesleyan University Council for Women, supporting female students through mentoring and scholarship initiatives. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services including investment management, comprehensive financial planning, and retirement-related advice. The firm’s investment approach emphasizes diversified mutual fund and ETF allocations aligned with client objectives and risk tolerance, supported by additional offerings such as tax planning, bookkeeping, and estate planning through third-party providers.

Roger Suchy is a financial advisor with Fifth Third Securities, Inc. in Rosemont, IL, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. His prior roles include positions at Associated Investment Services, Inc. and Investment Professionals, Inc. before joining Fifth Third Securities and Fifth Third Bank in 2020. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options, including advisor-directed models and separately managed accounts, and is notable for its municipal-advisor registration alongside its affiliation with Fifth Third Bank.

Kenneth Dryfhout is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2022. Prior to that, he worked at BCU for 10 years. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, institutions, and charitable organizations. The firm offers a wide range of fee-based investment and financial planning services through discretionary and non-discretionary wrap programs that incorporate multiple managed strategies and investment vehicles.

Ellen Cassin is a financial advisor at Creative Planning with a Series 65 credential and four years of industry experience. She previously worked at Heinz & Associates and Dashboard Wealth Advisors before joining Creative Planning in 2021. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Mary Bronton is a financial advisor at &PARTNERS with 32 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes ten years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, with discretionary and non-discretionary management options.

Albert Smith is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 designations and 11 years of industry experience. His work history includes multiple roles within Transamerica Financial Advisors and affiliations with Ma3 Insurance Inc., Premier Senior Marketing, Inc., and WFGIA. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering a combination of advisory and broker-dealer services. The firm provides proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Brittany Williams is a financial advisor at Mariner with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Mariner since 2019. Prior to that, she was with TIAA-CREF from 2015 to 2019. Mariner serves a diverse range of clients, including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with third-party manager allocations and offers integrated tax, accounting, and financial wellness solutions alongside traditional portfolio management.

Peter Trinidad Jr. is a financial advisor at Brookstone Capital Management LLC with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Brookstone since 2013 and at Smart Retirement Strategies, Inc. since 2009. In addition to his advisory roles, he is involved in insurance sales. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, and sovereign wealth funds, delivering investment management primarily on a discretionary basis through model portfolios, unified managed accounts, and separately managed accounts.

Nicholas Maucieri is a financial advisor at Principal Financial Services with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including TD Ameritrade and Princor Financial Services Corp. Outside of his advisory role, he officiates youth and high school sports such as football, wrestling, and lacrosse with the Illinois High School Association. 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.

Gian Carlo Ornelas is a CFP® and holds a Series 65 license, with two years of industry experience. He is currently with Mariner Wealth Advisors, where he has worked since 2021, including prior experience at Shankland Financial Advisors and Illinois State University. Outside of finance, he has experience in the automotive service sector with Platinum Car Wash. Mariner serves a diverse client base that includes individuals, high-net-worth households, pension plans, trusts, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and integrates tax and accounting services alongside traditional portfolio management.

Douglas Ackerman is a financial advisor at Kestra Advisory with 34 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Ackerman's career at Kestra began in 2016, and he is involved in securing disability insurance and writing individual health and term insurance policies through multiple insurance-related activities. He also contributes to the design of a financial planning app targeted at younger adults. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including large plan sponsors and sovereign wealth funds. The firm offers services such as fiduciary consulting, plan design, and employee education, utilizing multiple management platforms and third-party solutions within a supervisory framework.