Francesco Fiore is a financial advisor with Wealth Management, LLC, holding the Series 65 designation and with 12 years of industry experience. He has been with Wealth Management since 2014 and is also president of Accounting Freedom, Ltd, a CPA firm he has managed since 2005. Wealth Management Nebraska LLC serves individuals, high-net-worth clients, and institutional clients, offering discretionary asset management, fiduciary services, and financial planning. The firm emphasizes broadly diversified, passively managed portfolios with a long-term, buy-and-hold approach and supports other advisers through backoffice and recordkeeping services.

Eric Netzel is a financial advisor with First Advisors National, LLC, based in Round Lake, IL. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Since 2016, he has been involved with Noble Marketing Partners, where he engages in the sales of investment-related products. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm manages approximately $506.8 million in discretionary assets and implements client strategies through third-party money managers, using tactical and strategic asset allocation with ongoing monitoring and fundamental analysis.

Cecil Means is a Series 65-licensed financial advisor at Interactive Financial Advisors with two years of industry experience. Prior to joining Interactive Financial Advisors, he worked at Charles Schwab and held positions outside the financial sector. Interactive Financial Advisors offers financial planning and discretionary portfolio management to individuals, retirement plans, and institutional clients. The firm employs fundamental analysis and Modern Portfolio Theory to construct diversified model portfolios and operates a large multi-advisor network with multiple branch offices.

Cray Coppins III is a CFP® professional at Mission Wealth Management, LP with 14 years of industry experience. He previously worked at Stonepath Wealth Management, LLC for 12 years and USAA Financial Planning Services for one year. Coppins holds a Series 63 license and is based in Lake Bluff, Illinois. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, offering wealth management, financial planning, tax and estate services, and retirement plan advisory. The firm employs a comprehensive approach that integrates investment management with tax, trust, philanthropy, and risk planning, utilizing a combination of internal management and third-party sub-advisors.

Andrew Krei is a CFA® charterholder with 10 years of industry experience. He has been with Crescent Grove Advisors since 2015. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients with integrated wealth management, family office services, outsourced chief investment officer solutions, and portfolio advisory. The firm manages approximately $5 billion in client assets using a customized investment policy framework that combines strategic and tactical asset allocation, supported by an investment committee overseeing manager due diligence and monitoring.

Gary Gawryleski is a financial advisor at Crescent Grove Advisors with 15 years of industry experience. He has been with Crescent Grove Advisors since 2015 and holds the Series 63 designation. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients, providing integrated wealth management, family office services, and outsourced chief investment officer solutions. The firm’s investment approach combines customized policy statements with strategic and tactical asset allocation, supported by an investment committee that oversees manager due diligence and monitoring.

Glenn Movish is a CFP® professional with 41 years of industry experience, currently serving at MAI Capital Management, LLC. His prior work experience includes roles at Lasalle St. Securities, L.L.C. and Asset Management Group LTD. He is also involved in fixed insurance activities outside of his advisory role. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, trusts, and institutional clients. The firm employs a range of investment strategies and offers integrated financial planning and administration services, managing over $72 billion in assets.

Heather Cortez is a financial advisor at &PARTNERS with eight years of industry experience. She holds the Series 66 designation and has worked previously at Old National Bank, LPL Financial, First Midwest Bank, and Chase Bank. &PARTNERS serves a wide range of clients, including individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and consulting services, employing a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary portfolios.

Marjory Blackmer is a financial advisor at Principal Financial Services with 23 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Global Retirement Partners, LPL Financial, Kestra Financial Services, and Strategic Retirement Partners. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed outside the United States. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Alexander Mueller is a financial advisor with PNC Wealth Management in Libertyville, IL, holding a Series 66 designation and eight years of industry experience. Prior to joining PNC in 2021, he worked at Wells Fargo Clearing from 2018 to 2021 and was involved in fitness-related businesses from 2013 to 2018. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital discretionary model account offered by invitation to employees. The program uses algorithm-driven risk assessments to select approved mutual fund and ETF strategies managed by PNC or third parties, with portfolio implementation and proxy voting delegated to external providers.

Daniel Madura is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several major firms, including Wells Fargo Clearing, Credit Suisse Securities, and Morgan Stanley. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with brokerage services, financial planning, consulting, and multiple advisory programs, combining in-house portfolio management with third-party managers and offering custody and trustee services through a subsidiary trust company.

Stephanie Goins is a CFP® professional with seven years of industry experience. She is currently with Creative Planning and previously held roles at Principal Advised Services, Principal Securities, Principal Life Insurance Company, Edward Jones, and HSBC. Creative Planning is an enterprise firm managing approximately $217 billion in client assets, serving 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, supplemented by additional equity and tax-efficient trading options, and offers integrated retirement plan services alongside affiliated legal, trust, and recordkeeping businesses.

Philip Cole is a CFP® with 20 years of experience in the financial services industry. He has worked at MAI Capital Management, LLC since 2021 and previously spent over a decade with Hochman Cole Investment Advisors, Inc. and Cetera Financial Specialists LLC. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across a range of strategies and integrates financial planning, tax, and bill-pay services into many client relationships.

Ryan Begley is a financial advisor at &PARTNERS with 10 years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Wells Fargo Advisors. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan services through a combination of fundamental, technical, and quantitative analysis. The firm operates as both a registered investment adviser and broker-dealer, providing discretionary and non-discretionary portfolio management and municipal advisory services.

Paul Wehner is a financial advisor at William Blair with 14 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at multiple firms including Kingswood Capital Partners and Schechter Investment Advisors. Outside of his primary roles, he is involved with private equity investing through Schechter Private Capital and is an insurance agent with Robert Schechter & Associates. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, and corporate clients. The firm employs an active, research-driven approach across asset classes and provides proprietary models, sub-advisory options, and access to private funds and co-investments.

David Hatton is a CFP®-designated financial advisor with 27 years of industry experience. He is currently with &PARTNERS and previously worked at Old National Bank, LPL Financial, and First Midwest Bank. &PARTNERS serves a diverse clientele, including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering investment management, financial and tax planning, and ERISA 3(21) consulting. The firm employs a range of strategies incorporating fundamental, technical, and quantitative analysis and utilizes both proprietary and third-party portfolio management.

Lynn Zak is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 designations and over 22 years of industry experience. She has been with Fifth Third Securities since 2002 and is also affiliated with Fifth Third Bank, where she has worked since 1982. 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 features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Jill Kaz is a CFP® professional with 13 years of experience in the financial services industry. She is currently with Cetera Planning Partners and has held previous roles at firms including Avantax Planning Partners, Strategic Wealth Partners, and Securian Financial Services. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm’s investment approach emphasizes diversified allocations through mutual funds and ETFs tailored to client objectives, supported by integrated services such as tax planning, bookkeeping, and estate-planning solutions.

Michelle Wang is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 66 credentials. She joined the firm in 2026 and has prior work experience at Accenture from 2004 to 2025. Transamerica Financial Advisors serves a broad client base, including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and a registered investment adviser, with a range of program choices and affiliated retirement entities supporting plan clients.

Quinn Schneider is a financial advisor at Beacon Pointe Advisors, LLC with six years of industry experience. He holds a Series 65 credential and has previously worked at Altavista Wealth Management Inc. and Mission Health. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive investment strategies across public and private asset classes.