Armando Martinez is a financial advisor with PNC Wealth Management in Chicago, IL, holding Series 65 and Series 63 credentials and bringing 13 years of industry experience. His prior roles include positions at Northern Trust Securities, Northern Trust Bank, PNC Investments, LBMZ Securities, and Zacks Investment Management. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that employs algorithm-driven risk assessments and managed portfolios using mutual funds and ETFs.

Mark Dehaan is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Dehaan has been with Fifth Third Securities since 2018 and has worked at Fifth Third Bank since 2016. Fifth Third Securities serves a wide range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple managed account programs via the Passageway platform, utilizing various portfolio management strategies and serving both high-net-worth individuals and business entities.

Jeffrey Grenchik is a CFP® professional with nine years of industry experience, currently with Private Advisor Group, LLC since 2022. Prior to joining Private Advisor Group, he worked at OFM Wealth from 2016 to 2022. He provides investment advice under the business name Harvest Financial Planning, LLC. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management and financial planning services, utilizing various investment strategies and third-party asset management programs.

Christopher Crull is a Certified Financial Planner (CFP®) with 21 years of industry experience. He has been with Fifth Third Securities, Inc. and its parent company, Fifth Third Bank, since 2004. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, combining its municipal-advisor registration with corporate affiliation to a large bank.

Chad Mast is a CFP® professional with 13 years of industry experience, currently affiliated with Private Advisor Group, LLC since 2018. He previously worked with Independent Financial Partners and has been involved with Harvest Financial Planning LLC since 2012. Mast is also a notary and manages tax preparation and accounting services through Harvest Tax & Consulting, LLC. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm supports a range of investment approaches and collaborates with multiple third-party asset managers and platforms to align with client objectives.

Daniel Mckenna is a CFA® charterholder with 10 years of industry experience. He is currently an advisor at Private Advisor Group, LLC and LPL Financial, having previously worked at First Trust Portfolios L.P. for nine years. Mckenna provides administrative support to Private Advisor Group as an additional business activity. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

Melanie Chakos is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2022 and Fifth Third Bank since 2018. Outside of her advisory role, Melanie is involved with Untangled Hope, an online e-learning venture. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services, offering multiple program types and third-party portfolio managers on its Passageway Managed Account platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and manages approximately $10.9 billion in assets with a broad client base.

Roger Herrera IV is a financial advisor at Hornor, Townsend & Kent, LLC with 10 years of industry experience. He holds a Series 66 designation and has been with Hornor, Townsend & Kent since 2017. Prior to this, he worked at Ameriprise Financial Services, Inc. and also has experience with Penn Mutual Life Insurance Company, where he supports life insurance sales and services. Outside of finance, Herrera works part-time operating a customized photo booth service for private events. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Brandon Hanenburg is a financial advisor at Transamerica Retirement Advisors, LLC with three years of industry experience. He holds the Series 66 designation and has worked at Transamerica Investors Securities Corporation and Transamerica Life Insurance Company since 2023. Prior to that, he held roles at Thrivent Financial and Thrivent Investment Management. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education services. The firm’s investment approach relies on Morningstar Investment Management for portfolio construction and oversight, servicing a large client base primarily through non-discretionary asset management.

Michael Lydigsen is a financial advisor with Fifth Third Securities, Inc. in Bridgeview, IL, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with Fifth Third Securities and its affiliated firm since 2009. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base including individuals, charitable organizations, and institutional investors. The firm provides various discretionary managed-account options, combining third-party portfolio managers and advisor-managed sleeves, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.

Salvador Briseno is a financial advisor at Fifth Third Securities, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2009. 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 combines its broker-dealer registration and municipal-advisor status with a bank affiliation, providing a range of discretionary managed-account options and access to specialized portfolio management and tax-overlay services.

Juan Aguilar is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Aurora, IL, holding a Series 66 credential and 17 years of industry experience. He has been with Fifth Third Securities since 2012. Outside of his advisory work, Aguilar serves as a soccer referee for the U.S. Soccer Federation and assists with legal document preparation for Zeigler Chrysler, as well as working part-time in customer service at a firearm dealer and range. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers a range of investment programs on its Passageway Managed Account platform, combining third-party portfolio managers with advisor-guided investment strategies.

Xavier Kon Lopez is a financial advisor with Fifth Third Securities, Inc. based in Olympia Fields, IL. He holds a Series 66 designation and has five years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch. 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 programs and features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and use of National Financial Services and Fidelity platforms.

Anthony Hobson is a financial advisor with Money Concepts Capital Corp and holds Series 63 and Series 65 licenses. He has 26 years of industry experience and has been with Money Concepts since 2016. Outside of his advisory work, Hobson is a co-owner of a remodeling and roofing business and owns a bowling alley and restaurant in Griffith, Indiana. He also serves as a Griffith Town Councilman since 2026. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies across discretionary and non-discretionary programs, supported by third-party managers and technology platforms.

Jeffery Berenson is a CFP® with 39 years of experience in the financial services industry. He is currently with NewEdge Advisors and NewEdge Securities, where he has worked since 2022. Prior to that, he was with Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2022. Outside of his advisory role, he serves as treasurer for the Kiwanis Club of Orland Park, where he manages financial records and supports local charitable activities. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Eric Walania is a CFA® charterholder with 27 years of industry experience. He has been with William Blair And Company, L.L.C. since 2004. He holds a Series 63 designation and is based in Western Springs, IL. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm emphasizes active, research-driven management across multiple asset classes and offers proprietary models as well as access to private funds and co-investment opportunities.

Patricia Reilly is a financial advisor at William Blair with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at William Blair & Company L.L.C. since 1989. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients. The firm employs an active, research-driven approach across equities, fixed income, and alternative strategies, providing proprietary model portfolios and access to private funds and co-investment opportunities.

William Jennrich is a financial advisor with Empower Advisory Group in Frankfort, Illinois, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Cetera Financial Specialists LLC, and West Suburban Bank. He serves as president of the Frankfort Lions Club, overseeing meetings and directing the club's fundraising and community support activities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Ruben Zapata Jr. is a financial advisor with Fifth Third Securities, Inc. in Melrose Park, IL, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2009. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, offering multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.

Philip Monnier is a financial advisor with PNC Wealth Management in Western Springs, IL. He holds a Series 66 designation and has 13 years of industry experience. Prior to joining PNC in 2018, he worked at Capital One Advisors, LLC and Capital One Investing, LLC from 2015 to 2018. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees that uses algorithmic risk assessment and third-party-managed investment strategies.