Maurice Mathy is a financial advisor with Benjamin F. Edwards & Company, Inc. in Naperville, IL, holding Series 63 and Series 65 licenses and 38 years of industry experience. His prior roles include positions at Morgan Stanley and Citigroup Global Markets. He serves as executor of an estate, managing financial assets and related administrative duties. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through a team of over 500 advisors. The firm offers a range of services including advisory programs, financial planning, investment management, and brokerage, with proprietary and third-party investment strategies supported by an in-house trading desk and a unique operational structure involving multiple custodians.

John Selzer is a CFP® with 40 years of experience in the financial services industry. He has worked at Capital Point Financial Group, LTD. for 10 years, LPL Financial for 19 years, and Guardian Life for one year. He is currently with Allworth Financial, L.P. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations, providing financial and wealth planning, portfolio management, retirement plan consulting, and education through newsletters, podcasts, and seminars. The firm uses a combination of quantitative and qualitative analysis to implement customized investment strategies across various asset classes and offers specialist portfolios tailored to different client values and goals.

Eric Rasch is a financial advisor at William Blair with a Series 66 designation and five years of industry experience. He has worked at William Blair since 2020 and previously spent four years at Indiana University. 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 multiple asset classes and offers proprietary models and access to private funds through its MB Investments Program.

Matthew Winscher is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and two years of industry experience. His prior roles include positions at LPL Financial, LLC, Mutual Advisors, LLC, and TD Ameritrade. He is also involved with Fox Financial Group, operating as a DBA for his LPL business. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes a turnkey asset management platform with strategic and dynamic asset-allocation models, a range of investment vehicles, and serves as both a primary advisor and sub-advisor to other programs.

Jack Privateer is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and four years of industry experience. His prior roles include positions at M1 Finance, New York Life, and Edward Jones. Outside of finance, he has experience working in hospitality and events, including roles at Global Brew Tap House, Topgolf, International Tap House, and Complete Wedding + Events. Citigroup Global Markets serves individual and institutional clients through a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and provides solutions for workplace, high-net-worth, and ultra-high-net-worth segments, combining large institutional scale with distinctive market roles and proprietary research capabilities.

Suzanne Anderson is a financial advisor with William Blair, holding Series 63 and Series 65 designations and over 30 years of industry experience. She has been with William Blair & Company L.L.C. since 1989. 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 multiple asset classes and offers proprietary models and access to private funds through its MB Investments Program.

Chandra Halverson is a financial advisor at Brookstone Capital Management LLC with 22 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes positions at Strategic Wealth Investment Group, Cetera Advisor Networks, Sageview Advisory Group, and BOK Financial Securities, Inc. 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 diverse client base including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via various model portfolios and managed accounts.

Cameron Eades is a financial advisor at Mariner with a Series 65 designation and four years of industry experience. His prior roles include positions at the University of Illinois Foundation and Cline Financial Concepts. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized discretionary portfolios and integrates tax and accounting services alongside traditional portfolio management.

Andrew Buchta is a CFP® with 28 years of industry experience, currently serving as a financial advisor at &PARTNERS since 2026. He previously worked at Wells Fargo Clearing for 10 years. &PARTNERS serves a diverse client base including individuals, institutions, and corporations, offering investment management, financial and tax planning, and retirement-plan services. The firm employs a range of analytical approaches and portfolio management options, operating under dual registration as both a registered investment adviser and a broker-dealer.

Kyle Thorpe is a CFP® with 10 years of industry experience, currently with &Partners in Arlington Heights, IL. He previously worked at City National Bank and RBC Capital Markets, LLC. Outside of his advisory role, he is involved as a director and member of related entities managing office space operations. &Partners serves a diverse client base including high-net-worth individuals, institutions, and retirement plans, offering investment management, financial and tax planning, and brokerage services. The firm employs a variety of analysis methods and both proprietary and third-party strategies, with a range of discretionary and non-discretionary account management options.

Steve Parker is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 license and 23 years of industry experience. He has been with Brookstone since 2013 and additionally owns and manages Steve Parker & Associates, LLC, which provides financial and retirement income planning as well as fixed insurance products. He also engages in consulting projects for businesses and business owners. Brookstone Capital Management offers fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes strategic and dynamic asset-allocation models, a mix of investment strategies including ETFs, mutual funds, and options-enhanced strategies, and serves as both a primary advisor and sub-advisor through its turnkey asset management platform.

Eileen Carraher is a financial advisor at William Blair with Series 63 and Series 65 credentials and 32 years of industry experience. She has been with William Blair & Co LLC since 2009. 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 proprietary models and access to private funds and co-investment opportunities.

Keith Hubbard is a financial advisor at Brookstone Capital Management LLC with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including JPMorgan Securities LLC, JPMorgan Chase Bank NA, Fidelity Investments, and Ameriprise Financial Services. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other entities. The firm utilizes strategic and dynamic asset allocation models and offers discretionary portfolio management through various investment vehicles, including proprietary funds and affiliated sub-advisors.

Thomas Sandt is a financial advisor at Mercer Global Advisors Inc. with 32 years of industry experience. His prior roles include positions at TIAA-CREF, Academy Securities, First Trust Portfolios, and Citigroup Global Markets. He holds the Series 63 and Series 65 credentials. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios implemented with a mix of ETFs, index funds, separate accounts, and private funds.

Matthew Kocanda is a CFP® and holds a Series 66 license, with 15 years of industry experience. He is currently with Corient, where he has worked in various capacities since 2022, including a role at Corient Services LLC beginning in 2023. His prior experience includes seven years at Balasa Dinverno Foltz LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies and third-party solutions, and offers specialized services through affiliated entities such as family office and corporate trustee services.

Rachel Seiler is a CFP® and holds a Series 66 license with six years of industry experience. She has worked at Creative Planning since 2022 and previously held roles at Mariner Wealth Advisors, Fifth Third Securities, Fifth Third Bank, Johnson Investment Counsel, and the University of Cincinnati. Outside of her advisory work, she volunteers as a girls basketball coach at Whitney Young High School in Chicago. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in client assets. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by additional investment options and a suite of retirement plan services supported by affiliated legal, trust, and recordkeeping businesses.

Mirko Reithofer is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with Fifth Third Securities, Inc. and Fifth Third Bank, having previously worked at U.S. Bank, U.S. Bancorp Investments, Inc., and PNC Bank and its affiliated entities. Fifth Third Securities, Inc. serves individual, high-net-worth, and institutional clients through both investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account Platform, including mutual fund and ETF models, separately managed accounts, and direct indexing strategies.

Lawrence Delegge is a financial advisor with Brookstone Capital Management LLC, holding a Series 66 credential and bringing 22 years of industry experience. He has worked with the Power of Zero Marketing Program since 2015 and previously operated Delegge Financial Services, LLC for ten years. Delegge serves on the board of directors for Metro Federal Credit Union in an unpaid capacity. 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 a range of investment strategies and operates a turnkey asset management platform, serving clients directly and as a sub-advisor to other advisory programs.

Charles Collins is a financial advisor at &PARTNERS with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing for 10 years and Morgan Stanley for a combined 5 years. He joined &PARTNERS in 2026. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and ERISA consulting, utilizing a combination of fundamental, technical, and quantitative analysis through discretionary and non-discretionary portfolios.

Jayne Witte is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mariner. She previously worked at BMO Wealth Management and RMB Capital Management. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, and provides integrated tax and accounting services uncommon among large advisory enterprises.