Christine Bacharz is a financial advisor with Mariner Wealth Advisors, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services and Wells Fargo Commercial Distribution Finance. Mariner serves a diverse client base, including individuals, high-net-worth households, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by internal research and third-party managers, and it provides integrated tax, accounting, and family office services along with employer financial wellness tools.

Andrew Krajewski is a financial advisor with Cerity Partners LLC, holding a Series 65 designation and bringing 10 years of industry experience. Prior to joining Cerity Partners in 2026, he worked at Edge Financial Advisors and Arbor Financial Services, LLC. Outside of his advisory role, he serves as a manager for Grace Wins E.T., a management company overseeing a family entertainment facility in Bolingbrook, IL. Cerity Partners provides customized wealth management and related services to a broad national client base including high-net-worth individuals, families, trusts, and institutional investors. The firm uses tailored asset allocation, manager selection, and proprietary quantitative screens alongside third-party managers and individual securities.

Paul Garrett is a financial advisor with Commonwealth Financial Network in Oakbrook, IL, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has operated Garrett Consulting Corp. since 2003 alongside his role at Commonwealth, where he has worked since 2001. Outside of his advisory work, Garrett is a compensated member of a band. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers a range of investment program structures and supports affiliated advisors with operations, technology, compliance, and practice management.

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.

Dustin Kriengsak Obhas is a CFP® professional with 19 years of industry experience. He has been with Wealth Enhancement Advisory Services, LLC since 2017 and previously worked at CLA Financial Advisors, LLC and Private Vista, LLC. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and combines passive and active management within a risk-class based portfolio construction overseen by an internal Investment Committee.

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.

Scott Loochtan is a financial advisor at Allworth Financial, L.P. with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including AW Securities, Arbor Point Advisors, and Securities America. Outside of advisory work, he serves as president of multiple insurance agencies and is involved in managing a horse barn operation with his daughter. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies combining model allocations and specialized approaches, utilizing third-party sub-advisers and technology to manage held-away retirement accounts.

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.

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.

Vanessa Mazzone is a Series 66 licensed advisor with Independent Financial Group, LLC, where she has worked since 2023. She has prior experience in diverse roles including positions at The Barre, KB Co., and in dental practices. Independent Financial Group, LLC provides investment advisory and brokerage services to a broad client base, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm offers financial planning and portfolio management using both firm- and third-party models, combining active and passive strategies across various risk profiles.

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. He has previously worked at BCU, Balance Sheet Solutions LLC, and Feldman Securities Group L.L.C. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management consulting, utilizing both proprietary strategies and third-party models.

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.

Kevin Donahue is a financial advisor at William Blair with a Series 66 designation and two years of industry experience. He has been with William Blair since 2021 and has prior work experience in healthcare and education sectors. 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 an active, research-driven investment approach and provides access to proprietary models, third-party sub-managers, and private fund opportunities.

Corey Minturn is a financial advisor at William Blair with 33 years of industry experience. He has been with William Blair & Company L.L.C. since 1993 and 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 employs active, research-driven management across multiple asset classes and offers proprietary models and private investment opportunities.

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.