Ernesto Aranda is a CFP® and Series 66 credentialed advisor with nine years of industry experience. He is currently with The Huntington Investment Company and has prior experience at Ameriprise Financial Services, Bank of America, and Merrill. He has also been affiliated with DePaul University for ten years. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. Its programs use an open-architecture model combining third-party sub-managers and proprietary Private Bank models, offering various wrap-fee programs on the Envestnet MAS platform.

Joseph Holakovsky is a financial advisor with PNC Wealth Management in Elgin, IL, holding a Series 66 designation and 13 years of industry experience. He has been with PNC Investments since 2016. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and manages investments via approved model strategies with mutual funds and ETFs.

Thomas Herzing is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has been with Mercer since 2015. 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 nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor tilts, supported by various implementation options and a range of affiliated service lines.

Victor Champney is a financial advisor with Transamerica Financial Advisors, holding Series 63, 65, and 66 licenses and bringing 17 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and is also involved with The UTC Tax Busters and Inheritguard, LLC. Outside of finance, he operates a music studio, provides music lessons, and performs as a member of a musical band. Transamerica Financial Advisors serves a wide range of clients including individuals, employer-sponsored retirement plans, trusts, and charitable organizations. The firm delivers advisory services primarily through model portfolios and third-party managers, supported by a large advisor network and multiple program platforms.

Thomas Bartley is a financial advisor with TLG Advisors, Inc. He holds Series 63 and Series 66 licenses and has 41 years of industry experience. His prior firms include Meritage, The Leaders Group Inc, Securities America, Highland Capital Brokerage, Investacorp, and Capital PSF. Bartley has also worked as an independent insurance agent for over 50 years. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory and portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Franklin Montes is a financial advisor at Corient with a Series 65 credential. He has been with Corient since 2025 and has prior experience that includes four years at the University of Wisconsin - Madison. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporations. The firm uses a goals-based, team-oriented investment approach that integrates in-house and third-party strategies, continuous portfolio monitoring, and risk management tools.

Dane Sauer is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Schaumburg, IL. He has been with Mercer since 2016 in various roles. Mercer Global Advisors provides investment advisory and financial planning services to individuals, families, small business owners, plan sponsors, and non-profits. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and other strategies, and offers a broad range of specialized services including retirement plan consulting and family office solutions.

Julie Bucaro is a CFP®-credentialed financial advisor with 14 years of industry experience. She is currently with Corient, where she has worked since 2022, following a 13-year tenure at Balasa Dinverno Foltz LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools and alternative investments as appropriate.

Charles Williams is a CFP® professional with 35 years of experience in the financial services industry. He has worked with Independent Financial Partners since 2010 and previously served at LPL Financial and IFP Securities, LLC. Williams is also an adjunct professor at Northwestern University School of Continuing Studies, where he teaches a retirement planning and employee benefits course. 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, with a focus on retirement-plan advisory and pension consulting services.

Jeffrey Perkins is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also serves on the board of Marengo Area Outreach Enterprises. Outside of finance, he manages Perkins Farm, which sells hay and beef. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm employs a model portfolio approach using third-party managers and proprietary solutions delivered through multiple platforms.

Kahina Kherbouche is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and one year of industry experience. She has worked in various roles within Fifth Third Bank since 2019, with prior experience at MB Financial Bank, Liberty Tax, and Joson's Deli. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients, including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Calla Gorman is a Series 66-licensed financial advisor with 11 years of industry experience. She currently works at Independent Financial Partners and has held roles at several firms including Sheridan Road Advisors, LPL Financial, and Merrill. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting.

Anthony Scott is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Citigroup Global Markets since 2008. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of advisory programs and execution services. The firm combines large institutional scale with specialized market roles, including in-house research and derivative services, providing multi-asset, multi-manager strategies implemented through discretionary and non-discretionary programs.

Sharon Santopadre is a financial advisor at Integrated Wealth Concepts LLC with 19 years of industry experience. She holds the Series 66 designation and previously worked at Wayne Hummer Investments for 10 years before joining Integrated Wealth Concepts in 2021. Outside of her advisory role, she dedicates a portion of her time to activities involving fixed annuities, fixed life insurance, and long-term care insurance. Integrated Wealth Concepts serves a range of clients including individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office and retirement plan advisory services, and sponsors wrap-fee programs that emphasize customized portfolios primarily composed of mutual funds, ETFs, equities, and fixed income.

Lihua Zhu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her work history includes roles at Prime Planners Inc and HR-Block, along with her position as an IRS Enrolled Agent providing tax preparation services. She has also been involved with the Xilin Northwest Chinese School and co-owns a small business with Frank Liu. Transamerica Financial Advisors, LLC offers investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers. The firm serves individual investors, employer-sponsored plans, trusts, estates, and charitable organizations through a large network and multiple advisory platforms.

Zachary Bohlin is a financial advisor at Sanctuary Advisors, LLC with a Series 66 designation. He has one year of industry experience and previously worked for Robert Bosch LLC for 11 years. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan consulting, and access to various managed account platforms, employing multiple analytical approaches and acting as a fiduciary when advisory agreements are in place.

Anthony Jones is a CFP® professional with two years of experience at Corient. Prior to joining Corient, he worked at Industrial Federal Credit Union and Regions Bank, and he also spent six years at Purdue University. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party manager solutions, supported by continuous portfolio monitoring and risk management tools.

Matthew Mikula is a CFP® with 16 years of industry experience, currently serving at Corient. His career includes nearly two decades at Balasa Dinverno Foltz LLC before joining Corient and its related entities. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm employs a goals-based, team-driven investment approach that integrates in-house strategies with third-party managers and uses advanced risk management and stress testing tools.

Kristina Baumann is a financial advisor at T. Rowe Price Advisory Services, Inc. with 16 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Principal Securities Inc. and Principal Life Insurance Company. Outside of advising, she is an owner of a real estate investment company focused on short-term rental properties. T. Rowe Price Advisory Services, Inc. offers a retirement advisory service combining goals-based financial planning and discretionary investment management for individual investors and households. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, with a focus on tax-aware strategies and Monte Carlo-based retirement income projections.

Anthony Dinverno is a CFP® with 13 years of industry experience, currently serving at Corient. He previously worked at Balasa Dinverno Foltz LLC for 13 years before joining Corient and its affiliated entities. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates internal security strategies with third-party managers and incorporates risk management tools and alternative investment options when appropriate.