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.

Jason Anderson is a financial advisor with PNC Wealth Management, holding Series 63 and 66 licenses and bringing 19 years of industry experience. He has worked at PNC Investments since 2017 and previously held roles at Fifth Third Securities and Fifth Third from 2010 to 2017. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio offering that uses algorithmic risk assessment and third-party managed strategies executed with mutual funds and ETFs.

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.

Darryl Liu is a financial advisor at Eagle Strategies (NY Life) with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2018. Outside of his advisory role, Liu is engaged in freelance photography, taking on occasional paid assignments. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with most assets managed on a non-discretionary basis.

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.

Krystal Wyss is a CFP® professional with three years of industry experience, currently affiliated with Commonwealth Financial Network in Joliet, IL. Her prior roles include positions at LPL Financial LLC, Busey Bank, and First Midwest Bank. She has also worked at Mistwood Golf Course / JPM Golf Properties. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, third-party asset manager access, and custody services.

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.

Juan Viamontes Jr. is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at JP Morgan Securities LLC, Merrill, and Bank of America. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven discretionary model account for employees with PNC Bank online-banking credentials. The firm utilizes approved mutual fund and ETF strategies managed or delegated to third parties, with a focus on model-driven portfolio implementation and annual rebalancing.

Jerry Parker Jr. is an advisor at Fifth Third Securities, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Bank NA since 2014. He is currently based in Mokena, Illinois. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through both investment advisory and brokerage services. The firm offers various managed account programs via the Passageway platform, utilizing third-party portfolio managers and multiple investment strategies.

Melvin Hobson is a financial advisor with Guardian Life, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. His career includes roles at Transamerica Financial Advisor, World Financial Group, and Midwest Insurance Broker Service. He has also been involved with 1015 Towner, LLC, an outside business activity. Guardian Life’s Park Avenue Securities LLC provides brokerage and investment advisory services to individuals, businesses, and organizations, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms. The firm serves a diverse client base, including high-net-worth individuals and retirement plan sponsors, and offers a range of financial planning and consulting services.

Kenneth Cady is a financial advisor at Integrity Alliance, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Lion Street Financial, Wayne Hummer, PNC Wealth Management, Natcity Investments, and Invest Financial Corporation. Outside of his advisory work, he is a singer and songwriter for the Thirsty Boots band. Integrity Alliance is a large advisory enterprise serving individual investors, corporations, and qualified retirement plans. The firm offers a broad range of advisory and brokerage services, employing a variety of portfolio management strategies and providing extensive operational and back-office support.

Nacor Martinez is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank in 2024, he worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank for over a decade. 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 bank affiliation with municipal-advisor registration and provides access to various managed-account programs, including advisor-directed models, separately managed accounts, and direct indexing options.

Peter Korbakes is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 licenses. He has 10 years of industry experience and has been affiliated with Eagle Strategies since 2021. In addition to his advisory work, he owns Far and Sure Golf Tours LLC, which facilitates golf trip planning to Ireland, Scotland, and England through partnerships with international golf courses. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm provides tailored advisory solutions across multiple program types and manages a substantial asset base primarily on a non-discretionary basis.

Brian Tarro is a Series 66-credentialed financial advisor with 16 years of industry experience. He is currently with Integrated Wealth Concepts LLC, where he has worked since 2021. Prior to this, Tarro held roles at Level Four Advisory Services and LPL Financial, among others. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors operating under various d/b/a names. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, employing a primarily long-term investment approach with customized portfolios that include mutual funds, ETFs, individual equities, and fixed income.

Julie Gritzenbach is a financial advisor with William Blair, holding Series 63 and Series 65 designations and 26 years of industry experience. She has been with William Blair and Company, L.L.C. since 2004 and also has experience at Bear, Stearns & Co. Inc. since 1998. Additionally, she has been affiliated with Moraine Valley Community College since 1997. William Blair’s Private Wealth Management division provides 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 offers proprietary models, third-party sub-managers, and access to private funds and co-investments.

Denise Delaney is a Series 66 licensed financial advisor with seven years of experience. She is currently with PNC Wealth Management and has previous experience at Edward Jones, Bank of America, and Merrill Lynch. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend risk bands and employs mutual funds and ETFs with annual rebalancing.

Margaret Myers is an advisor at Kestra Advisory with Series 63 and Series 66 licenses and seven years of industry experience. Her career includes roles at Kestra Advisory, Kestra Investment Services, Bridge Financial Technology, and Goldman Sachs & Co. She also works as an advisor at BlueLake Wealth Advisors, providing financial planning, investment management, and insurance services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm provides a range of services such as fiduciary consulting, plan-level investment advice, and employee education, supporting clients with a combination of proprietary and third-party managed solutions.

Jeremiah Lorenz is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at Fortis Investors for 19 years before joining Kestra Advisory and Partners Wealth Management in 2019. He is also involved in insurance product recommendations through BlueLake Wealth Advisors. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm supports a range of investment solutions including discretionary trading and serves large institutional investors, including sovereign wealth funds.