Benjamin Teichman is a financial advisor with Guardian Life and Park Avenue Securities, holding the Series 63 and Series 65 credentials and with 22 years of industry experience. His work history includes multiple roles at both firms since 2016. He also sells fixed insurance and annuities outside of Guardian on a limited basis. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and investment adviser that serves individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage, financial planning, retirement consulting, and various advisory programs, including discretionary and non-discretionary management using both proprietary and third-party model portfolios.

Ann Marie Cudzilo is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her career includes roles at Transamerica Capital, Inc., Diversified Investors Securities Corp., and First Command Financial Planning. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers comprehensive financial planning and various wrap-fee asset management programs that utilize model portfolios and third-party managers selected by an internal Investment Management Team.

Evelin Freytas is a financial advisor with Eagle Strategies (NY Life) based in Chicago, IL, holding Series 63 and Series 65 licenses and having 15 years of industry experience. She has worked with New York Life Insurance Company and related entities since 2009 and currently operates Mastermind Wealth Strategies LLC. Freytas serves as President and Advisory Board member of the Ecuadorian Volunteers Association (EVA), a nonprofit focused on education, social, and health programs in Ecuador. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutional investors, and corporate clients. The firm offers a range of program types emphasizing tailored advice and manages assets primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Jordan Sheiner is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL. He has been with CIBC Private Wealth Management since 2017 and previously worked at Geneva Advisors, LLC. CIBC Private Wealth Advisors offers investment advisory and wealth management services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines proprietary and external management with a governance structure to deliver customized portfolios and manages approximately $67.8 billion in assets with 175 advisors.

Jon Henderson is a CFA® charterholder with 25 years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. since 2018. Prior to joining CIBC, he worked at Atlantic Trust for 13 years. He is a Co-Trustee of several Horton Trusts, including Family Trusts and Charitable Remainder Trusts, a role he has held since 2011. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers a comprehensive investment process involving internal teams and committees, delivering customized portfolios and specialized strategies, and manages approximately $67.8 billion in assets with 175 advisors.

Andrew Zogby is a financial advisor at William Blair in Chicago, IL, holding a Series 66 designation with one year of industry experience. Prior to joining William Blair, he has held roles at Miami University John E. Dolibois European Center and Lou Malnati's Corporate Office. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients, utilizing an active, research-driven approach across multiple asset classes.

Joseph Quartey Jr. is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked at Citigroup since 2013. His prior experience includes roles at AllianceBernstein L.P. and Wells Fargo Clearing. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal oversight and a combination of institutional scale and specialized market roles.

Bradley Buening is a financial advisor at First Command Advisory Services with Series 63 and Series 65 licenses and three years of industry experience. He served in the United States Air Force from 2001 to 2023 before transitioning to roles within First Command, including insurance, advisory, and brokerage services. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing centralized portfolio management and prescreened third-party managers within an employee-owned structure.

Curtis Wilcox is a financial advisor with Lincoln Investment in Lombard, Illinois, holding Series 63 and Series 66 designations and totaling 15 years of industry experience. Prior to joining Lincoln Investment in 2026, he was with VALIC Financial Advisors for 16 years. Outside of his advisory work, he is involved in MCW Development, LLC, a real estate company he co-owns that develops small real estate projects. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management using proprietary models and third-party managers, and advisory services often led by advisors using Lincoln’s platform and Investment Management & Research team.

Scott Newhall is a financial advisor at CIBC Private Wealth Advisors, Inc. based in Chicago, IL. He holds the CFP®, CFA®, and Series 63 designations and has 23 years of industry experience. Before joining CIBC Private Wealth in 2024, he worked at Corient Services LLC and Segall Bryant & Hamill, LLC. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team, relationship managers, and governance committees to deliver customized portfolios using both proprietary and external strategies, including options hedges and structured notes.

Tung Duong is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds Series 63 and Series 66 designations and has been employed at Citibank, N.A. since 2006. 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 operates with large institutional scale, providing discretionary and non-discretionary solutions along with specialized market roles such as swap dealing and futures commission merchant services.

Brian Ellerman is a financial advisor with Principal Financial Services in Downers Grove, IL, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Principal Securities and Principal Life Insurance Co since 2015. Ellerman serves on the board of the Kenilworth Community Fund, a nonprofit that raises donations for local community organizations. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under both adviser and promoter arrangements.

Benjamin Welch is a financial advisor at Lincoln Investment with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has prior work history at LPL Financial, J. McGovern and Associates, Lincoln Investment Planning, and Merrill. Outside of his advisory role, he serves as a Boys U5 Division Coordinator and board member for a youth soccer organization. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving 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 research team and access to third-party managers.

Jordan Warners is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. Prior to joining Moneta, he worked at Northwestern Mutual in various capacities from 2020 to 2024. Outside of his advisory role, Warners is a 50% owner of Ulu Coffee LLC, a coffee farm and brand, and he teaches a general business class for entrepreneurs through the Good Food Accelerator in Chicago. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients with a range of portfolio management and family office services. The firm employs partner-led teams supported by a centralized investment department and offers diversified, multi-asset investment strategies alongside specialized services for uncommon institutional clients.

Jeffery Berenson is a CFP® professional with 39 years of industry experience, currently serving at NewEdge Advisors since 2022. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves as treasurer for the Kiwanis Club of Orland Park, where he manages financial records and supports community activities. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers diversified portfolio management, financial planning, retirement plan consulting, and access to various sponsored advisory programs, combining in-house manager selection with third-party models and advisor discretion.

Jorge Seda Rivera is a financial advisor with Principal Financial Services, holding a CFP® designation and 26 years of industry experience. He has worked at Principal Securities Inc and Principal Life Insurance Company since 2020, following prior roles at The Huntington Investment Company and PNC Investments. Outside of financial advising, he manages behavioral health practice management businesses, providing administrative and consulting support. Principal Securities offers brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services emphasize direct advisory programs, financial planning, and access to third-party money manager solutions, with investment implementation generally carried out on a discretionary basis by these managers.

Mary Anderson is a financial advisor with Focus Partners Wealth, LLC and holds a Series 66 designation. She has 19 years of industry experience, including roles at Kovitz Investment Group Partners, LLC, Kovitz Securities, LLC, and Foreside Financial Services, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Geno Manov is a financial advisor at Fifth Third Securities, Inc. based in Chicago, IL, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2017, also working with Fifth Third Bank since 2010. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers various managed account programs via the Passageway platform, providing access to multiple portfolio strategies and third-party managers.

Jay Weyers is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) based in Chicago, IL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 30 years of industry experience and has been with Weyers McKeever Financial Partners and Equity Services since 2015. Outside of his advisory work, he serves as a board member for a nonprofit organization, Pioneer Center for Human Services, and participates in church endowment fund committees. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading and specialized instruments.

Daniyal Ahmed is a financial advisor at Cetera Planning Partners with eight years of industry experience. He holds the CFP® and Series 66 credentials and has previously worked at Avantax Planning Partners, Avantax Insurance Services, and Honkamp Krueger Financial Services Inc. Outside of advisory work, he has been involved in client consulting and account servicing at Honkamp Krueger Financial. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm’s investment approach focuses on diversified mutual fund and ETF allocations tailored to clients’ objectives, supported by a formal planning process and ancillary services such as tax planning and estate strategies.