Uma Murthy is a financial advisor with StoneX Advisors Inc. and holds a Series 66 designation, bringing 25 years of industry experience. Prior to joining StoneX in 2019, she was involved with U-WIN Investment for 28 years. Outside of her advisory role, she owns and manages several businesses focused on medical student placement services and insurance sales. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm utilizes a range of advisor-managed and model-based investment solutions supported by proprietary and third-party platforms.

Timothy Mccabe is a CFP® professional with 45 years of industry experience, currently serving at AdvisorNet Wealth Partners since 2019. He previously worked at Cetera Wealth Services, LLC and McCabe & Associates, Inc. Outside of advisory work, he is also licensed as an insurance agent specializing in life, health, disability, annuities, and long-term care products. AdvisorNet Wealth Partners offers investment management, financial planning, and retirement-plan consulting services to individuals, trusts, corporations, and qualified plans. The firm employs diversified portfolio strategies using equities, fixed income, mutual funds, ETFs, and may include sub-advisors or internal model portfolios to meet client objectives.

Donald Zolfo is a CFP® certificant with 12 years of industry experience, currently serving as an advisor at Sowell Management since 2020. He previously worked at 83rd Street Wealth Management, LLC from 2016 to 2020. Outside of advisory work, he is also involved in insurance sales and service, dedicating time to that activity outside trading hours. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple investment management styles and offers model portfolios, third-party manager selection, and unified managed account solutions through various platforms.

Jody Robinson is a financial advisor with Kingsview Wealth Management, LLC, holding a Series 66 designation and 17 years of industry experience. He has been with Kingsview Wealth Management and Kingsview Partners LLC since 2015. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through a combination of advisor-led financial planning, model-based strategies, and access to a broad range of investment instruments and third-party managers.

Eric Medina is a financial advisor at IP Financial Advisory Services LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at IP Financial Advisory Services since 2019, with prior roles at CFD Investments Inc and Creative Financial Designs. Outside of his advisory work, Medina serves as a high school tennis coach at Bishop Noll. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and consulting. The firm offers personalized investment strategies and specialized advisory services, including actuarial and insurance consulting, emphasizing non-high-net-worth investors and retirement plan participants.

Richard Dunnett is a financial advisor with Prosperity Capital Advisors in Schererville, IN, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at Innovation Partners LLC, Mercap Securities, Morgan Stanley, and TransAmerica. Outside of advisory work, he collaborates with the local chapter of the American Financial Education Alliance, conducting seminars aimed at improving financial literacy. Prosperity Capital Advisors offers financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing core risk-based portfolios, specialized strategies, and access to alternative solutions through various platforms.

Maria Tipton is a financial advisor with KCD Financial, Inc. in Willowbrook, IL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with KCD Financial since 2012 and has also been self-employed since 2011. Outside of her advisory role, she is licensed as an insurance agent, focusing on the sale of fixed annuities, life insurance, long-term care, and disability products. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors managing approximately $202 million in assets. The firm serves individuals, corporate pension and profit-sharing plans, and charitable organizations, employing a range of investment strategies and due diligence on third-party managers as part of its approach.

Joe Witkowski is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 65 designation and five years of industry experience. He has been with Thrivent Advisor Network since 2020, following a prior role at Thrivent Financial. Thrivent Advisor Network serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of advisory representatives managing approximately $6.8 billion in client assets. The firm offers a range of portfolio management and financial planning services, emphasizing customized asset allocations and long-term investment strategies with diversified mutual funds, ETFs, and other investment vehicles.

Michael Moylan is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Gradient Advisors since 2012 and is also a partner in Advanced Planning Advisors, a firm focused on insurance and retirement planning, which he co-founded in 2010. Moylan has over 30 years of experience through his ownership of Moylan Agency. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that incorporates fundamental, technical, and cyclical portfolio analysis.

Roland Szilard is a financial advisor with Valic Financial Advisors in Olympia Fields, IL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Valic Financial Advisors since 2006 and is also affiliated with Agia since 2022. Outside of his advisory role, Szilard serves as a board member involved in organizing youth soccer training and play activities and acts as a youth soccer referee. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages approximately $29.2 billion and utilizes centralized technology and model solutions to support its client base of nearly 300,000 across more than 1,200 advisors.

Michael Dahill is a financial advisor with Kestra Advisory in Burr Ridge, IL, holding a Series 66 designation. He has less than one year of industry experience, with prior roles including time at BlueLake Wealth Advisors, LLC and Heartland Bank and Trust Company. He has also worked at Edgewood Valley Country Club while completing his education. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan-level investment advice, and employee education, serving a range of clients from large institutional investors to sovereign wealth funds.

Lewis Martin is a CFP® with nine years of industry experience, currently serving as a financial advisor at Kestra Advisory. His prior experience includes roles at Bank of America, Merrill, Legion Insurance Group, and Axa Advisors. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts, managing approximately $79.8 billion in assets.

Ronadev Mitra is a financial advisor at William Blair with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with William Blair since 2014. Outside of his advisory role, he is a member of Cornerstone Angels, an angel investing network based in Chicago, where he contributes time monthly. William Blair’s Private Wealth Management division serves individuals, foundations, pension, and corporate clients through discretionary and non-discretionary investment management and financial planning. The firm employs an active, research-driven approach across multiple asset classes and offers proprietary models and private fund access to its clients.

Joseph Chmiel is a financial advisor at Creative Planning with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Transamerica Investors Securities Corporation and Diversified Investors Securities Corp. prior to joining Creative Planning. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and integrated retirement plan services.

Anthony Carter is a financial advisor at Voya Financial Advisors, Inc. with the ChFC® designation and four years of industry experience. His prior roles include positions at Charles Schwab Bank, Merrill, J.P. Morgan Securities, Baird, and Fidelity Investments. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a variety of financial planning and portfolio management services through multiple program structures, emphasizing recommendation-based, non-discretionary arrangements.

Timothy Mckenna Jr is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked with Private Advisor Group since 2018 and has prior experience at Harvest Financial Planning LLC, LPL Financial, LLC, and Independent Financial Partners. Outside of his advisory roles, he is involved with Harvest Financial Planning, Inc., a non-investment-related business entity. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through discretionary and non-discretionary programs. The firm provides access to third-party asset managers and turnkey platforms, with advisory solutions delivered by a network of investment adviser representatives who tailor strategies and custodians to client objectives.

Sean Temperly is a CFP® professional with 15 years of industry experience, currently serving at Fifth Third Securities, Inc. in Chicago, IL. He has been with Fifth Third Securities since 2010 and with Fifth Third since 2009. Outside of his advisory role, he is president of Seatim LLC, a private investment pool. 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 and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features including direct indexing and an optional tax-overlay service.

James Beverley is a CFP® and ChFC® with 29 years of experience in the financial industry. He is currently a financial advisor at Kestra Advisory and BlueLake Wealth Advisors, with prior experience at Partners Wealth Management. Outside of his advisory work, Beverley serves as an assistant wrestling coach at Montini Catholic High School and holds board positions with Reclaim 13 and his residential townhome association. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan design, and employee education among other services. The firm serves a broad client base, including large institutional investors, and offers access to multiple management platforms and third-party solutions.

Bryan Laverman is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 26 years of industry experience. He has also been associated with Harvest Financial Planning LLC and LPL Financial. He operates a notary public service and manages his own S-corporation for tax and investment purposes. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and retirement-plan consulting through a broad network of investment adviser representatives. The firm offers access to third-party asset managers, turnkey asset management platforms, and a firm-managed separately managed account program.

Douglas Schultz is a financial advisor with Eagle Strategies (NY Life) based in Frankfort, IL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been affiliated with New York Life Insurance Company since 1991 and Nylife Securities Inc. since 1993. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored advice and implements solutions across multiple program types, with the majority of its assets managed on a non-discretionary basis.