Tessa Fornek is a financial advisor at PNC Wealth Management with seven years of industry experience. She holds a Series 66 designation and has previously worked at Regions Bank, Cetera Investment Services, and First Command Financial Planning. Outside of finance, she was involved in managing a coffee shop business for two years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online investment platform currently available as an employee-only pilot. The firm uses algorithm-driven model selection and relies on third-party strategists and delegates for portfolio implementation.

Aurelio Reyes is a financial advisor with Fifth Third Securities, Inc. based in Woodridge, IL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior work includes positions at J.P. Morgan Securities and Merrill. Outside of his advisory role, he works as a local DoorDash driver. 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 offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a municipal-advisor registration.

Marzena Lukasiewicz is a financial advisor at Brookstone Capital Management LLC with three years of industry experience. She holds a Series 65 designation and has worked previously at Financial Wealth Alliance, MasterCall, and World Discount Telecommunications. Outside of her advisory role, she is involved in insurance sales. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Srikanth Kamasamudram is a financial advisor at Transamerica Financial Advisors with Series 65 credentials and one year of industry experience. He has worked at Transamerica Financial Advisors and World Financial Group Insurance Agency since 2026 and is also involved with Essential Planning Tax & Financial Planning. Outside of financial advising, he has operated KAS Tech Solutions, Inc. since 2005. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Tyler Spiezio is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and beginning his industry experience in 2025. He previously worked at BTS from 2023 to 2025 and has been associated with both Commonwealth Financial Network and Pursuit Wealth Group since 2025. 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 around $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody services.

Sharon Way is a financial advisor at Voya Financial Advisors, Inc. with 43 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Voya Financial Advisors since 2014. Outside of her advisory role, she operates as an independent insurance agent specializing in fixed life insurance products. Voya Financial Advisors, Inc. serves a diverse client base that includes individual and institutional investors, retirement plan sponsors, and charitable organizations. The firm provides financial planning, portfolio management, and consulting services through multiple program structures, emphasizing recommendation-based, non-discretionary advice.

Julie Belvedere is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 20 years of industry experience. She has worked at Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions since 2015 and has been associated with the Law Offices of Joseph P Glimco III since 2013. Outside of her advisory role, she is involved in a business providing cleaning, administrative, and office services to businesses and works part-time at Kohl's. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education focused on asset allocation, contribution rates, and retirement planning. The firm utilizes Morningstar Investment Management’s proprietary tools for portfolio construction and operates at scale with a large client base and a high client-to-advisor ratio.

Kenneth Koppitz is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. His career includes prior roles at Commonwealth Financial Network, Riverstone Wealth Partners Koppitz, Inc., and INVEST Financial Corp. Outside of his advisory work, he serves as a high-performance driving instructor with L.A.P.S., Inc. and Audi Club North America. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts, supporting recommended investments through comprehensive due diligence.

Russell Game is a financial advisor at Brookstone Capital Management LLC with 35 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. Prior to joining Brookstone in 2017, he worked at Center Street Advisors and has operated Game & Associates Financial Services, Inc. since 2002, where he is owner and president. Brookstone Capital Management provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm utilizes strategic and dynamic asset-allocation models, a turnkey asset management platform, and a variety of investment strategies to implement client portfolios.

Maureen Zygler is a financial advisor at Voya Financial Advisors, Inc. with nine years of industry experience. She holds Series 63 and Series 65 registrations. Her prior roles include positions at Mutual of Omaha Investor Services, Mutual of Omaha Insurance Company, and Vipco Advisors. Voya Financial Advisors, Inc. serves individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting through both discretionary and predominantly non-discretionary advisory approaches.

Bryan Brooks is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds a Series 66 designation and has held roles at firms including Charles Schwab, Fidelity, Nuveen, and TIAA. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm provides both point-in-time planning and ongoing portfolio management services, acting as adviser to a donor-advised fund and operating within a vertically integrated structure that includes affiliated funds.

Joseph Florina is a CFP® professional with six years of industry experience. He is currently with Brookstone Capital Management LLC and Wealth Financial Services & Tax Advisory, having previously worked at Interactive Brokers and First American Bank. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and a wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Jeffrey Wrobel is a financial advisor at Citigroup Global Markets with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm is notable for its combination of large institutional scale, market roles such as swap dealer and futures commission merchant, and its use of multi-asset, multi-manager investment strategies.

David Kohlmeyer is a CFP® professional with 34 years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2018 and previously spent nine years at Stifel Nicolaus & Co Inc. Outside of his advisory role, he serves as Treasurer of the Wheaton Academy Foundation. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, and nonprofit organizations, offering a range of advisory programs and investment strategies that combine firm-developed and third-party models.

James Wilkins is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 66 licenses and 34 years of industry experience. His prior roles include positions at LPL Financial LLC, OSAIC, Securities America Advisors, and National Planning Corporation. He also works as a wealth advisor utilizing variable annuities for financial planning solutions. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm serving over 24,000 clients through approximately 366 advisors. The firm uses an open-architecture investment approach, offering individualized asset allocations, model portfolios, and third-party manager programs.

Trenton Grens is a financial advisor at Brookstone Capital Management LLC with 20 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at AssetMark Brokerage, Northern Lights Distributors, and Astor Investment Management. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base including individuals, retirement plans, corporations, and trusts. The firm utilizes strategic and dynamic asset-allocation models, a range of investment vehicles, and serves as both an investment advisor and sub-advisor through its turnkey asset management platform.

Daniel Sommers is a Certified Financial Planner® with 26 years of experience in the financial services industry. He has been with Kestra Advisory since 2016 and has a long tenure at Kestra Investment Services, LLC, as well as Freiburger Financial Group. Outside of his advisory work, he serves as director of an education loan trust established by his family to assist grandchildren with secondary education funding and acts as a trustee for a 401(k) plan. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving large institutional investors and specialized clients such as sovereign wealth funds.

Robert Stenzel is a financial advisor with Commonwealth Financial Network in Joliet, IL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior firms include LPL Financial and First Midwest. He is a co-owner of Compass Tax Advisors, LLC, which provides tax preparation services. Commonwealth Financial Network serves a national network of advisors and their clients with a range of advisory programs and services, supporting affiliated advisors with operations, technology, investment management, and compliance. The firm offers customizable portfolio solutions and discretionary model portfolios managed by its Investment Management and Research team.

Amit Kumar is a financial advisor with Voya Financial Advisors, Inc. and holds a Series 66 designation. He has nine years of industry experience and also serves as a lecturer at Benedictine University and an adjunct instructor at Saint Xavier University. Outside of his advisory work, he is involved in music as a performing musician. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers financial planning, portfolio management, and various advisory programs, operating primarily under non-discretionary, recommendation-based arrangements.

Patrick Oconnor is a financial advisor at TIAA-CREF with 18 years of industry experience. He holds the Series 66 designation and has been with TIAA-CREF since 2016. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and corporate entities. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated group.