Erin Schuster is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and nine years of industry experience. She has worked at Harvest Financial Planning, Harvest Wealth Partners, and LPL Financial since 2014. Additionally, she serves as a board member for the Hanover Central Athletic Boosters. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm uses a fiduciary-based advisory model and offers both discretionary and non-discretionary services, leveraging technology platforms and third-party managers.

Laurence Mccarthy is a financial advisor with Eagle Strategies (NY Life) in Munster, IN, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been associated with NYLife Securities LLC since 2013 and New York Life Insurance Company since 2012. Outside of his advisory role, he is involved in insurance brokering through Simplicity Life and Rafferty and Associates, Inc. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through multiple program types and primarily manages assets on a non-discretionary basis.

Julie Bukowski is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 65 licenses and has nine years of industry experience. She has been with Fifth Third Securities since 2016 and also works with Fifth Third Bank. Outside of her financial advisory role, she serves as secretary and treasurer for TopShelf Renovating LLC, a general contracting business. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and combines third-party portfolio managers with proprietary strategies, supported by its affiliation with Fifth Third Bank.

Stephen Berenson is a financial advisor with NewEdge Advisors and holds a Series 66 designation. He has seven years of industry experience, including roles at Wells Fargo Clearing and Cooper's Hawk Winery & Restaurant. Outside of advisory work, he is a managing partner at RL Tax and Bookkeeping, LLC, which provides tax accounting services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and centralized due diligence to support advisor and client needs.

Thomas Bolanowski is a financial advisor at Principal Financial Services with 10 years of industry experience. He holds Series 65 and Series 63 credentials and has worked previously at firms including B. Riley Wealth Advisors, National Securities Corporation, Equity Services Inc, and The Prudential Insurance Company of America. Outside of his advisory role, he is involved in homebuilding through ownership in TBOMAC, LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Brian Kirkland is a Series 66 licensed financial advisor with eight years of industry experience. He is currently with Fifth Third Securities, Inc. and Fifth Third Bank, where he has worked since 2022. Prior to that, he held positions at Bank of America, Merrill Lynch, and Bosak Auto Group. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through both investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, combining advisor-directed models and third-party portfolio management, and operates as a wholly owned subsidiary of Fifth Third Bank.

Mark Wheeler is a CFA® charterholder with 24 years of industry experience and has been with William Blair since 2009. He is based in Orland Park, IL, and holds the Series 63 and Series 65 licenses. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across various asset classes and provides access to proprietary models, third-party sub-managers, and private fund opportunities.

Brenda Ingram is a financial advisor at GWN Securities Inc. with 36 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at GWN Securities since 2015, alongside operating Ivory Tower Financial Services since 1994. Ingram serves as vice president and board member of Eric Family Services, a nonprofit organization. GWN Securities is an SEC-registered adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 accounts and is noted for its legacy use of market-timing and momentum-based investment strategies.

Maja Baric is an advisor at Fifth Third Securities, Inc. with 11 years of industry experience. She holds Series 65 and Series 63 licenses and has been with Fifth Third Securities since 2015, also maintaining a concurrent role at Fifth Third Bank since 2005. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering a variety of program types on the Passageway Managed Account platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, providing access to multiple portfolio management strategies and services.

Maurice Rodgers is a financial advisor with Eagle Strategies (NY Life) based in Hazel Crest, IL. He holds Series 63 and Series 66 licenses and has two years of industry experience. His prior roles include positions at RER Solutions Group LLC and New York Life Insurance Company. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through various program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Lucero Ramirez is an advisor at Fifth Third Securities, Inc. with one year of experience in the financial industry. She holds Series 63 and Series 65 licenses and has been affiliated with Fifth Third Bank since 2015. Fifth Third Securities serves individual and institutional clients, including high-net-worth individuals, corporations, and trusts. The firm offers investment advisory and brokerage services through various programs and third-party portfolio managers on its Passageway Managed Account platform.

Michelle Griffith is a financial advisor at Citigroup Global Markets with 34 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Citigroup Global Markets since 2016. Outside of her advisory role, she serves on the boards of two nonprofit organizations, Beacon Therapeutic Diagnostic and Treatment Center and Advocate United Church of Christ, focusing on fundraising and growth development. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and execution capabilities.

Nancy Kwain is a financial advisor at William Blair with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has been with William Blair since 2005. Based in Orland Park, IL, she is part of a larger team of advisors at the firm. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, and pension and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and offers access to proprietary models, third-party sub-managers, and private investment opportunities.

Joseph Suhadolc is a CFP® with 15 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2010. He has been associated with Fifth Third in various capacities since 2007. Outside of his advisory role, he manages landlord duties for a rental property in Shorewood, Illinois. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options, including advisor-directed models and separately managed accounts, and is notable for its municipal-advisor registration combined with its affiliation with Fifth Third Bank.

James Mehok is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has worked at Private Advisor Group since 2018 and previously was affiliated with Independent Financial Partners. Mehok is also a commissioned notary public. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm’s advisory model is fiduciary-based, offering both discretionary and non-discretionary services using a range of investment strategies and technology platforms.

Sean Mccormack is a CFP® and Series 66-licensed financial advisor with eight years of industry experience. He is currently affiliated with Valic Financial Advisors and Agia, where he provides non-securities insurance products. His prior work includes roles at Healy Construction Services and IronFlex Warzone. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Robert Hammel is a financial advisor at Lincoln Investment with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and CETERA Financial Specialists LLC prior to joining Lincoln Investment. Hammel is also a CPA principal at Costin, Hammel & Leake, LLC, an accounting, audit, and tax firm. Lincoln Investment Planning, LLC is an enterprise firm serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management through both model portfolios and third-party managers, supported by an in-house Investment Management & Research team.

Keith Janczak is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 designations and has 19 years of industry experience. His prior positions include roles at Wells Fargo Clearing and Citigroup Global Markets. Outside of his advisory work, he is active in online game streaming on Twitch. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, institutions, corporations, and trusts through investment advisory and brokerage services. The firm offers multiple program options on its Passageway Managed Account platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Justin Stuursma is a financial advisor at LPL Financial with eight years of industry experience. He previously worked at Edward Jones for six years and Retirement Advisors Inc for two years. Outside of his advisory role, he coaches sports and fitness at Lincoln Way East High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, including access to third-party managers and institutional platforms.

Christopher Giehon is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. He has worked with Bank of America, Merrill, Equitable Advisors, AXA Advisors, and MassMutual, among others. Outside of his advisory role, he owns Red Asset Capital LLC, a limited liability company that manages a modest real estate portfolio. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, and charitable organizations.