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.

Michelle Dunigan is a financial advisor with The Huntington Investment Company and holds a Series 66 designation. She has 18 years of industry experience, including roles at BMO Harris Financial Advisors and LPL Financial. Dunigan is currently based in New Lenox, IL. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs on the Envestnet MAS platform, utilizing an open-architecture model that combines third-party and affiliate investment strategies.

Mark Keith is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His previous roles include positions at Ameriprise and PNC Investments. He is based in Oak Lawn, Illinois. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform. The firm employs an open-architecture model combining third-party sub-managers and proprietary Private Bank models, with advisory arrangements mainly based on percentage-of-assets wrap fees.

Thomas Bolanowski is a financial advisor at Principal Financial Services with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including B. Riley Wealth Advisors, National Securities Corporation, and Prudential. Outside of advising, he owns and funds homebuilding projects through TBOMAC, LLC and is involved in family property management. Principal Securities provides brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, estates, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Brian Kirkland is a Series 66 licensed financial advisor with eight years of industry experience. He is currently with Fifth Third Securities, Inc. and Fifth Third Bank, where he has worked since 2022. Prior to that, he held positions at Bank of America, Merrill Lynch, and Bosak Auto Group. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through both investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, combining advisor-directed models and third-party portfolio management, and operates as a wholly owned subsidiary of Fifth Third Bank.

Mark Wheeler is a CFA® charterholder with 24 years of industry experience and has been with William Blair since 2009. He is based in Orland Park, IL, and holds the Series 63 and Series 65 licenses. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across various asset classes and provides access to proprietary models, third-party sub-managers, and private fund opportunities.

Brenda Ingram is a financial advisor at GWN Securities Inc. with 36 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at GWN Securities since 2015, alongside operating Ivory Tower Financial Services since 1994. Ingram serves as vice president and board member of Eric Family Services, a nonprofit organization. GWN Securities is an SEC-registered adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 accounts and is noted for its legacy use of market-timing and momentum-based investment strategies.

Phillip Dragisic is a financial advisor with PNC Wealth Management who holds a Series 66 designation and has 17 years of industry experience. He has been with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering—a discretionary, invitation-only online account using algorithm-driven risk assessments and managed through mutual funds and ETFs.

Maja Baric is a financial advisor with Fifth Third Securities, Inc., holding Series 65 and Series 63 credentials and 11 years of industry experience. She has been with Fifth Third Securities since 2015 and has worked at Fifth Third Bank since 2005. Fifth Third Securities, Inc. serves 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, which includes advisor-directed mutual fund and ETF models, SMA strategies, and tax-overlay services.

Maurice Rodgers is a financial advisor with Eagle Strategies (NY Life) and holds Series 66 and Series 63 licenses. He has two years of industry experience and previously worked 15 years at RER Solutions Group LLC. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types and emphasizes fiduciary responsibilities, operating primarily on a non-discretionary asset management basis within an integrated New York Life affiliate structure.

Lucero Ramirez is an advisor at Fifth Third Securities, Inc. with one year of experience in the financial industry. She holds Series 63 and Series 65 licenses and has been affiliated with Fifth Third Bank since 2015. Fifth Third Securities serves individual and institutional clients, including high-net-worth individuals, corporations, and trusts. The firm offers investment advisory and brokerage services through various programs and third-party portfolio managers on its Passageway Managed Account platform.

Michelle Griffith is a financial advisor at Citigroup Global Markets with 34 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Citigroup Global Markets since 2016. Outside of her advisory role, she serves on the boards of two nonprofit organizations, Beacon Therapeutic Diagnostic and Treatment Center and Advocate United Church of Christ, focusing on fundraising and growth development. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and execution capabilities.

Nancy Kwain is a financial advisor with William Blair, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. She has been with William Blair & Company since 2005. 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.

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, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has previously worked at Bank of America and Merrill. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary account that uses algorithm-driven model strategies managed by PNC or third parties, focusing on mutual funds and ETFs with annual rebalancing.

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.

Chad Humphrey is a CFP® professional with 19 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has held positions at Raymond James Financial Services and LPL Financial, among others. His background includes roles in both advisory and insurance sectors. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting, employing a strategic investment process that combines passive and active management supported by quantitative and fundamental research.

Joshua Quail is a financial advisor at Kestra Advisory with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Stifel for nine years. Quail serves on the finance council for St. Gall Parish and is involved as a chancellor with the Knights of Columbus. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors, institutional clients, and individuals. The firm offers a range of services including fiduciary consulting, plan design, due diligence-supported investment recommendations, and access to multiple management platforms and third-party solutions.

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.