Nathan Freeman is a financial advisor with Wealthspire Advisors, holding Series 65 and Series 66 licenses and 24 years of industry experience. His prior roles include positions at Independent Financial Partners, Rudwall Wealth Management, LPL Financial, American Century Investment Services, and Allspring Funds Management. Outside of finance, he owns PKJ LLC, a healthcare services referral business. Wealthspire Advisors serves individuals, corporations, nonprofits, and foundations with wealth management, financial planning, and retirement-plan consulting. The firm employs an institutional-style asset allocation framework and offers a range of services including trustee offerings and third-party platform support for held-away accounts.

Charles Williams is a CFP® professional with 35 years of experience in the financial services industry. He has worked with Independent Financial Partners since 2010 and previously served at LPL Financial and IFP Securities, LLC. Williams is also an adjunct professor at Northwestern University School of Continuing Studies, where he teaches a retirement planning and employee benefits course. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a focus on retirement-plan advisory and pension consulting services.

Patrick Callaghan is a financial advisor at &PARTNERS with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He served as past president of the Rotary Club of Glenview Sunrise, overseeing its fundraising committee for fourteen years. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, retirement-plan consulting, and brokerage services, employing a range of analytical approaches and third-party strategies.

David Kohlmeyer is a CFP® professional with 34 years of industry experience. He is currently with Benjamin F. Edwards & Company, Inc., where he has worked since 2018. His prior experience includes roles at Stifel Nicolaus & Co Inc, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He serves as treasurer for the Wheaton Academy Foundation in a volunteer capacity. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a network of more than 500 advisors. The firm offers a range of advisory and brokerage services, including proprietary and third-party investment strategies with discretionary and non-discretionary managed solutions.

Jeffrey Perkins is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also serves on the board of Marengo Area Outreach Enterprises. Outside of finance, he manages Perkins Farm, which sells hay and beef. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm employs a model portfolio approach using third-party managers and proprietary solutions delivered through multiple platforms.

Anthony Hoban is a financial advisor with William Blair, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with William Blair & Company L.L.C. since 1996. 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 access to proprietary models, third-party sub-managers, and private investment opportunities.

James Wilkins is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 66 credentials and having 34 years of industry experience. His prior roles include positions at LPL Financial LLC, OSAIC, Securities America Advisors, and National Planning Corporation. Wilkins also works as a wealth advisor specializing in variable annuities. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base—including individuals, retirement plans, corporations, nonprofits, and institutional clients—offering investment management and financial planning through a network of affiliated and independent advisers using an open-architecture model with multiple third-party platforms.

Seth Holzwarth is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with Guardian Life and Park Avenue Securities, where he has worked since 2017. His prior experience includes roles at Northwestern Mutual Wealth Management Company and related entities. Outside of his advisory work, he volunteers with the Holy Smokers BBQ group in Lake Forest, IL. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, retirement plan consulting, and both proprietary and third-party investment advisory programs.

Rachel Kim is an Investment Advisor Representative with Fifth Third Securities, Inc., holding Series 63 and Series 65 credentials. She has been with Fifth Third Securities since 2026 and has additional experience at Fifth Third Bank starting in 2021. Her prior work includes roles at Starbucks and the HANA Center. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage channels. The firm offers multiple investment programs and portfolio management options via the Passageway Managed Account Program, operating as a wholly owned subsidiary of Fifth Third Bank.

Kahina Kherbouche is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and one year of industry experience. She has worked in various roles within Fifth Third Bank since 2019, with prior experience at MB Financial Bank, Liberty Tax, and Joson's Deli. Fifth Third Securities, Inc. provides 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 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.

Nader Maalouf is a financial advisor at Citigroup Global Markets with Series 63 and Series 66 credentials and three years of industry experience. His prior work history includes roles at J.P. Morgan Securities, Uber, Swissport, and AXA Advisors. 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 and maintains a combination of large institutional scale and specialized market roles.

Giacomo Palazzolo is an investment advisor representative with TLG Advisors, Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at The Leaders Group, Inc. since 2013 and Resource Insurance and Financial Group since 2003. In addition to his advisory role, he is involved in insurance and group benefits businesses and serves as a notary public. TLG Advisors serves individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm offers investment supervisory services, portfolio management, financial planning, and fiduciary services, with an investment approach centered on manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory.

Trenton Grens is a financial advisor at Brookstone Capital Management LLC with 20 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at AssetMark Brokerage, Northern Lights Distributors, and Astor Investment Management. 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 utilizes strategic and dynamic asset-allocation models, a range of investment vehicles, and serves as both an investment advisor and sub-advisor through its turnkey asset management platform.

Daniel Sommers is a Certified Financial Planner® with 26 years of experience in the financial services industry. He has been with Kestra Advisory since 2016 and has a long tenure at Kestra Investment Services, LLC, as well as Freiburger Financial Group. Outside of his advisory work, he serves as director of an education loan trust established by his family to assist grandchildren with secondary education funding and acts as a trustee for a 401(k) plan. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving large institutional investors and specialized clients such as sovereign wealth funds.

Andrew Doten is a CFP® with eight years of industry experience, currently serving as a financial advisor at William Blair. Prior to joining William Blair in 2025, he worked at Fiducient Advisors, Brownson, Rehmus & Foxworth, Urban Financial Advisory, Vivaldi Capital Management, and Lincoln Financial Advisors. 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 an active, research-driven approach across equities, fixed income, and alternative strategies, offering proprietary models and access to private funds and co-investment opportunities.

Drew Mullarkey is a financial advisor at Mariner with five years of industry experience. He holds a Series 66 designation and has worked previously at Capital Group Companies - American Funds, DoorDash, Morgan Stanley, and Valeo Financial Advisors. Mariner serves a broad range of clients including individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios that combine in-house research with third-party managers and provides specialized tax integration and financial wellness solutions.

Steven Cole is a financial advisor at Brookstone Capital Management LLC with a Series 65 credential. He has not yet accumulated industry experience in financial advising but has worked in various roles across multiple companies including WilSave Financial, Sweetgreen, and Inland Securities Corporation. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other entities. The firm utilizes strategic and dynamic asset-allocation models and offers discretionary portfolio management through multiple channels, including serving as a sub-advisor to other advisory programs.

John Kraunelis is a financial advisor at Allworth Financial, L.P. with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Nuveen Securities, LLC and Charles Schwab. Allworth Financial is an SEC-registered, fee-based adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies incorporating model allocations, third-party sub-advisers, and technology-driven solutions, and is notable for its ownership structure and specialized divisions including an Airline division and privately offered funds.

James Flanagan is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His career includes roles at FSC Securities Corporation, Waterstone Financial Group, Inc., and Re-Direct Securities Corp prior to joining Independent Financial Group in 2010. Outside of his advisory work, he is an author of a retirement planning book, provides pro bono financial advice to cancer patients, and serves as an adjunct professor of gerontology at Concordia University. Independent Financial Group, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management through various platforms, utilizing a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence with both active and passive investment exposures.

Calla Gorman is a Series 66-licensed financial advisor with 11 years of industry experience. She currently works at Independent Financial Partners and has held roles at several firms including Sheridan Road Advisors, LPL Financial, and Merrill. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting.