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.

Igor Boyko is a financial advisor with PNC Wealth Management in Palos Hills, IL, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior work includes positions at Bank of America and Merrill. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and invests via approved model strategies with mutual funds and ETFs.

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.

Dante Dominguez is a financial advisor with The Huntington Investment Company in Oak Lawn, IL, holding Series 66 and Series 63 licenses and five years of industry experience. His prior roles include positions at Ameriprise, Bank of America, Merrill, J.P. Morgan Securities, Charles Schwab, and Chase Bank. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment model combining third-party and proprietary strategies, managing accounts through various wrap-fee programs on the Envestnet MAS platform.

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 previously at Cetera and CETERA Financial Specialists LLC. In addition to his advisory role, he is a CPA principal at Costin, Hammel & Leake, LLC, an accounting firm specializing in audit and tax services. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, including model portfolios and advisor-managed programs, utilizing both strategic and tactical investment approaches.

Keith Janczak is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he is involved in online game streaming on Twitch. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple managed-account programs through its Passageway platform, combining third-party portfolio managers and advisor-managed options, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.

Peter Heinz Sr. is a financial advisor with FIFTH THIRD SECURITIES, Inc. based in Oak Lawn, IL. He holds Series 63 and Series 66 licenses and has 22 years of industry experience, including 20 years with Fifth Third Securities. 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 municipal-advisor registration with a corporate affiliation to Fifth Third Bank, providing access to multiple managed-account programs and features such as direct indexing and tax-overlay services.

Justin Stuursma is a financial advisor with LPL Financial in Frankfort, IL, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Edward Jones and Retirement Advisors Inc. Outside of advising, he coaches sports and fitness at Lincoln Way East High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

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.

Mark Serio is a financial advisor with Merrill in Palos Hills, IL, holding a Series 66 credential and eight years of industry experience. His career includes roles at Merrill since 2017 and Bank of America, N.A. since 2019. Outside of finance, he is involved in a family business, Joe's Italian Villa Inc., a restaurant where he handles customer service and operations on a part-time basis. 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. The firm offers model-based and discretionary strategies and serves a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kenneth Armbruster is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 12 years of industry experience. He previously worked at Voya Financial Advisors for five years before joining Cambridge in 2020. Armbruster serves as a board member of the Grand Lodge of AF&AM of Illinois and holds leadership roles with the Scottish Rite Valley of Chicago. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using various discretionary and non-discretionary strategies and proprietary model portfolios.

Edgar Wright is a financial advisor at LPL Financial with 14 years of industry experience. He holds a Series 66 designation and has previously worked at StoneX Advisors Inc., Morgan Stanley, and Edward Jones. Wright is also involved in a wealth and retirement planning business under EAW Wealth & Retirement Planning LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, supported by research and model portfolios from LPL Research and third-party subadvisors.

Brett Schaibley is a Series 66-licensed financial advisor at Edward Jones in Frankfort, IL, with 10 years of industry experience, all of which has been at Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard, and is notable for its extensive nationwide network of advisors and branch offices.

David Morales is a financial advisor affiliated with LPL Financial, holding a Series 66 designation and bringing 15 years of industry experience. He has worked with BMO Harris Financial Advisors since 2014 and joined LPL Financial in 2021. Morales owns Mila Mores Group, Inc., a business unrelated to investment management. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers a variety of financial planning and advisory programs, utilizing discretionary and non-discretionary management, model portfolios, and technology-driven research solutions.

Derek West is a Financial Consultant currently working at Fidelity Investments since 2023. He specializes in collaborating with clients and their families to develop unique financial plans that address their current and future needs. Prior to his current role, Derek gained experience as a Wealth Management Banker at U.S. Bank from 2017 to 2023. His professional background includes working directly with clients to help them pursue their financial goals. Outside of his professional career, Derek enjoys engaging in activities such as baseball, camping, football, golf, and spending time with friends at social events.

Steven Swanson is a CFP® professional with 26 years of industry experience, currently associated with LPL Financial since 2016. Based in Frankfort, IL, he holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in a real estate rental business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of financial planning and advisory programs, utilizing model portfolios and research to support diversified investment strategies.

John Reyes is a Financial Consultant at Fidelity Investments, a role he has held since 2026. In this capacity, he collaborates closely with clients to align financial and retirement goals, integrating various aspects of their personal and financial situations to support their life objectives. Prior to his current position, John held several roles at Fidelity Investments, including Investment Consultant (2025-2026), Relationship Manager (2024-2025), and Workplace Planning Associate (2023-2024). His professional experience also includes working as an Equity Derivatives Trader from 2022 to 2023 and serving as a Bilingual Senior Benefits Consultant at GoHealth from 2021 to 2022. Outside of his professional career, John engages in family activities, fitness, golf, playing musical instruments, and outdoor adventures.

Timothy Clark is a CFP® with 24 years of industry experience, currently affiliated with Cetera. He has held roles at Avantax Insurance Agency and Avantax Investment Services, and he owns Clarkfs, Inc., a tax preparation business serving individuals, trusts, and estates. Clark also operates Kathryn Humecki & Associates, LLC, a financial services firm. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options and a broad network of over 10,000 advisors.

Nikolaos Doulas is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as prior experience at Arthur J. Gallagher. He also has entrepreneurial experience through his involvement with NikMarr, Inc. and Four G's. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services through Wealth Advisors on a non-discretionary basis, combining large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Delta Jones Walker is a financial advisor at OSAIC with 31 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Woodbury Financial Services, Inc. for 14 years. Outside of his advisory role, he serves on the boards of Community Health Net and the Howard University Alumni group in Northwest Indiana, participates on the Finance and Budget Committee of Links Incorporated, and chairs the Trustee Board of St. John Baptist Church. OSAIC serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and investment advisory services with a focus on asset allocation, risk tolerance, and portfolio construction using a wide range of investment products, supported by multiple advisory platforms and third-party solutions.