Carin Roman is a CFP® professional with 21 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2020. Prior to this, she worked for CCP, Inc. for 14 years. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios with multi-factor tilts and a variety of implementation options.

Connor Morse is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and 11 years of industry experience. Prior to joining Wealth Enhancement Advisory Services in 2021, he worked at SVA Plumb Wealth Management, LLC from 2015 to 2020. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers comprehensive financial planning, asset management, and specialized retirement plan consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

James Jaramillo is a financial advisor at Independent Financial Partners with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including LPL Financial and Sheridan Road Advisors. Outside of his advisory role, he serves as a board member for the Brighton Ridge Homeowners Association in Mequon, Wisconsin. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, and features a notable retirement-plan advisory and pension consulting capability.

James Farmer is a financial advisor at TLG Advisors, Inc. with 17 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes roles at The Leaders Group, Inc. since 2016 and Windy City Financial Planners and FSG since 2009. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm’s investment approach focuses on manager selection and monitoring using fundamental analysis and Modern Portfolio Theory to build diversified portfolios, with services delivered through a network of independent representatives and sub-advisors.

Amber Sutton is a financial advisor at Fifth Third Securities, Inc. with 14 years of industry experience. She holds Series 63 and Series 65 registrations and has worked at Fifth Third Securities and Fifth Third Bank since 2018. Prior to that, she was with NYLIFE Securities LLC and New York Life Insurance Company from 2014 to 2018. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs through its Passageway platform, combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, and is noted for its municipal-advisor registration and affiliation with Fifth Third Bank.

Ryan Fuell is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses. His prior work experience includes roles at Fifth Third Bank, Home Depot, the University of Iowa, and Joanie's Pizzeria of Long Grove. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individual, charitable, corporate, and institutional clients. The firm combines multiple managed-account options with unique features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Adam Hillebold is a financial advisor with Eagle Strategies (NY Life) based in Schaumburg, IL. He holds Series 63 and Series 66 licenses and has nine years of industry experience. Prior to joining Eagle Strategies in 2024, he worked at NYLIFE Securities LLC and New York Life Insurance Company since 2017 and at Tovar Snow Professionals Inc from 2014 to 2017. He is also licensed as an insurance broker, working part-time in that capacity. Eagle Strategies serves a diverse client base, including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its regulatory assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Philip Sandrok is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Schaumburg, IL, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has been with Fifth Third Securities since 2014 and concurrently associated with FIFTH THIRD BANK since 2011. 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 multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

John Mcchesney is a financial advisor at Focus Partners Wealth, LLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Churchill Management Group and Charles Schwab. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies across various investment vehicles.

Thomas Sandt is a financial advisor with Mercer Global Advisors Inc. in Schaumburg, IL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at TIAA-CREF, Academy Securities, First Trust Portfolios, and Citigroup Global Markets. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing discretionary and non-discretionary investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios implemented through a mix of low-cost ETFs, index funds, separate accounts, and private funds.

Mirko Reithofer is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with Fifth Third Securities, Inc. and Fifth Third Bank, having previously worked at U.S. Bank, U.S. Bancorp Investments, Inc., and PNC Bank and its affiliated entities. Fifth Third Securities, Inc. serves individual, high-net-worth, and institutional clients through both investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account Platform, including mutual fund and ETF models, separately managed accounts, and direct indexing strategies.

Anupama Gupta Ortiz is a financial advisor with Fifth Third Securities, Inc. in Hoffman Estates, IL, holding a Series 66 designation and 25 years of industry experience. She has been with Fifth Third Securities and Fifth Third Bank since 2005. Outside of her advisory role, she is involved in cosmetic sales as an administrative assistant and participates occasionally as a mystery diner for a Chicago-based restaurant. Fifth Third Securities, Inc. 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 programs and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Maria Fessler is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 credentials and 28 years of industry experience. She has previously worked at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and METLIFE Securities Inc. since 2015. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth clients, corporations, and institutional clients. The firm offers discretionary and non-discretionary programs, combining in-house model portfolios and third-party managers, with a platform that integrates with Ameritas affiliates and financial institutions.

Jacklyn Celano is a financial advisor at Rockefeller Financial LLC with 41 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Morgan Stanley from 2017 to 2023. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting, operating both as a registered broker-dealer and providing a range of investment and placement services through its integrated platform.

Jacob See is a financial advisor at NewEdge Advisors with three years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, Napa Auto Parts, North Central College, and Hampshire High School. Outside of advising, he provides tax preparation and accounting support through Midwest Small Business Accounting and Tax. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers comprehensive portfolio management, financial planning, retirement consulting, and access to third-party managers through multiple program structures supported by centralized due diligence and technology tools.

Marta Krupa is a financial advisor with PNC Wealth Management in Elgin, IL, holding Series 63 and Series 65 credentials and 17 years of industry experience. She previously worked at PNC Investments LLC for 10 years before joining PNC Wealth Management in 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary model account available to select employees that uses algorithmic risk assessment and approved model strategies managed by PNC or third parties.

Judith Noffke is a financial advisor at Lincoln Investment with 25 years of industry experience. She holds Series 63 and Series 66 registrations. Her prior roles include positions at J.P. Morgan Securities and Northwestern Mutual Investment Services LLC. 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 services, utilizing both strategic and dynamic approaches supported by an Investment Management & Research team.

Sandra Gentry is a financial advisor with Bankers Life Advisory Services, Inc. She holds a Series 65 designation and has five years of industry experience. She has worked at Bankers Life Advisory Services since 2020 and has been with Bankers Life & Casualty since 2014. In addition to her advisory role, she serves as a unit field trainer agent for Bankers Life and Casualty. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions.

Dominic Ruggerio Jr. is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. Dominic has held multiple roles within the Bankers Life organization since 2013, including managing a team of insurance agents responsible for hiring and training. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm utilizes fundamental, technical, and cyclical analysis to create tailored asset allocations across various securities, often incorporating affiliated broker-dealer and insurance services.

Theodore Govedarica is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and has been associated with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, delivering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that includes firm-approved tools and modeling techniques.