Carol Anderson is the sole advisor at Anderson Wealth Advisors LLC in Naperville, IL, holding Series 63 and Series 65 licenses with 47 years of industry experience. She has worked at FSC Securities Corporation and OSAIC before founding her current firm. In addition to financial advising, she sells life insurance as an outside business activity. Anderson Wealth Advisors LLC provides fee-based financial planning and investment advice tailored to individual retirement and investment goals.

Chris Velisaris is the principal of Velisaris Investment Consulting Services, Inc., an independent firm. He holds a Series 65 designation and has 29 years of industry experience. In addition to his advisory role, he serves as Director of Corporate Finance at GATX Corporation, where he has worked since 1999. Velisaris Investment Consulting Services, Inc. operates as a sole advisor firm based in Brookfield, Illinois.

Alexandra Baig is a Certified Financial Planner® with 15 years of industry experience. She is the sole advisor at Companions on Your Journey, where she has worked since 2018. Prior to this, she spent one year at Creative Planning. Outside of her advisory role, she consults for the law firm Clancy & Associates, providing Social Security, Medicaid, and Medicare analyses through her non-RIA LLC, Pathways to Benefits. Companions on Your Journey operates as an independent advisory firm.

Robert Pachciarz is the sole advisor at Pinnacle Financial Planning in Aurora, Illinois, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Securities LLC and Elevated Capital Advisors, LLC. Pinnacle Financial Planning provides investment advice and financial planning to individuals, high net worth clients, trusts, and estates through recommending and monitoring third-party money managers rather than directly managing client assets. The firm combines a solicitor/referral model with fixed-fee financial planning and an affiliated insurance sales activity.