Christopher Cralle is a financial advisor at Citigroup Global Markets with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies and maintains significant institutional scale alongside specialized market roles.

Julie Donahue is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. Her prior roles include positions at Raymond James Financial Services, Inc., Scroggins Wealth Management, and LPL Financial, LLC. Outside of her advisory work, she is involved in a craft sales business called The Kraftie Side. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, using a strategic investment process that combines passive and active management guided by an internal Investment Committee.

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 32 years of industry experience. He has held roles at Morgan Stanley Dw Inc., Citicorp Investment Services, and Citigroup Global Markets before joining Fifth Third Securities in 2009. Briseno holds Series 63 and Series 65 credentials and is based in Oak Lawn, Illinois. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, incorporating third-party portfolio managers and various investment strategies such as SMA and direct indexing.

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.

Stephen Sumeraj is a financial advisor at PNC Wealth Management with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with PNC Investments since 2012. Outside his advisory role, he operates ESBE Auctions as a sole proprietor, a non-investment related business. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio offering for employees. The firm uses algorithm-driven model selection and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Teresa Devereux is a financial advisor at William Blair with 40 years of industry experience. She holds Series 63 and Series 65 designations and has been with William Blair since 2015. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Jeffery Berenson is a CFP® with 40 years of industry experience and is currently affiliated with NewEdge Advisors. His prior work includes six years at Wells Fargo Clearing. Outside of his advisory role, he serves as treasurer for the Kiwanis Club of Orland Park, where he helps manage financial statements and supports local charitable activities. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, retirement plans, corporations, and charitable organizations through a broad range of portfolio management and consulting services. The firm employs multiple program structures and integrates technology and centralized due diligence to support advisor and client needs.

Kelly Manchac is a financial advisor at Hightower Advisors with 26 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Wayne Hummer Investments for 23 years before joining Hightower in 2022. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors, with a focus on manager selection and multi-manager solutions. The firm offers discretionary and non-discretionary portfolio management, retirement plan consulting, and access to various investment vehicles through its network of Advisor Practices.

Patricia Reilly is a financial advisor at William Blair with 30 years of industry experience. She has been with William Blair & Company L.L.C. since 1989. She holds Series 63 and Series 65 designations. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm uses active, research-driven management across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Michael Wapner is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and eight years of industry experience. He has worked at Kestra Advisory and Kestra Investment Services since 2017 and previously was with Utopia Green Consulting from 2011 to 2017. Outside of his advisory role, he serves as a member of the Board of Trustees and Board Secretary for Park Ridge Friends of the Parks. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse client base including institutional and individual investors. The firm offers services ranging from fiduciary consulting and plan design to advisor-managed accounts and acts as an ERISA fiduciary where applicable.

Luis Markin is a financial advisor at Fifth Third Securities, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fifth Third Securities and Fifth Third Bank since 2018. His prior experience includes roles at Merrill, Bank of America, and JP Morgan. Fifth Third Securities serves a diverse range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types, including mutual fund and ETF models, separately managed accounts, and direct indexing, delivering its investment solutions via the Passageway Managed Account Platform.

James Zika is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and leverages its institutional scale and unique market roles to provide customized 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.

Angela Burdelik is a financial advisor at William Blair with 29 years of industry experience. She holds Series 63 and Series 65 designations and has been with William Blair & Company L.L.C. since 1992. Based in New Lenox, IL, she has spent her entire career at the firm. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm utilizes active, research-driven management across multiple asset classes and provides clients access to proprietary models, third-party sub-managers, and private investment opportunities.

Trevor Johnson is a financial advisor at Fifth Third Securities, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2021. Outside of his advisory role, he is active as an online seller on eBay and TCGPlayer.com and creates trading and playing card content on YouTube. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts, offering investment advisory and brokerage services through various program types and third-party portfolio managers on its Passageway platform.

Brenda Long is a financial advisor at Principal Financial Services with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Principal Securities since 2003 and Principal Life Insurance Co. since 2000. She is also designated as a bank officer at Principal Bank and Principal Trust Company, supporting retirement plan account relationships across multiple Principal entities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

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.

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.