Aaron Kim is a CFP® with 20 years of industry experience, currently serving as a financial advisor at VOYA Financial Advisors, Inc. since 2015. His prior roles include positions at J.P. Morgan Securities, Chase Investment Services Corp., Valic Financial Advisors, and Ameriprise. He also operates as an independent insurance agent for fixed insurance products. VOYA Financial Advisors, Inc. is a large advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, and corporate clients. The firm integrates in-house and third-party strategies with technology-enabled tools to deliver both discretionary and non-discretionary investment management.

James Hamman is a financial advisor with William Blair, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with William Blair & Company L.L.C. since 1997. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients. The firm emphasizes active, research-driven management across multiple asset classes and provides proprietary models and access to private funds through its MB Investments Program.

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.

Archie Bragg Jr. is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 licenses and totaling 27 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is a large enterprise-scale advisory and broker-dealer firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines model portfolios, in-house and external strategists, and technology-driven tools to deliver financial planning and portfolio management services through a network of investment adviser representatives.

Jeffery Berenson is a CFP® with 40 years of industry experience and is currently affiliated with NewEdge Advisors. His prior work includes six years at Wells Fargo Clearing. Outside of his advisory role, he serves as treasurer for the Kiwanis Club of Orland Park, where he helps manage financial statements and supports local charitable activities. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, retirement plans, corporations, and charitable organizations through a broad range of portfolio management and consulting services. The firm employs multiple program structures and integrates technology and centralized due diligence to support advisor and client needs.

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.

Maureen Zygler is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 credentials and nine years of industry experience. Her prior roles include positions at Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services. She also has experience in the hospitality sector, having worked at Kona Grill and Uncle Julio's Restaurant. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services through a large network of investment adviser representatives and a range of affiliated and unaffiliated investment products.

Eric Walania is a CFA® charterholder with 27 years of industry experience. He has been with William Blair And Company, L.L.C. since 2004. He holds a Series 63 designation and is based in Western Springs, IL. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm emphasizes active, research-driven management across multiple asset classes and offers proprietary models as well as access to private funds and co-investment opportunities.

Kelly Manchac is a financial advisor at Hightower Advisors with 26 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Wayne Hummer Investments for 23 years before joining Hightower in 2022. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors, with a focus on manager selection and multi-manager solutions. The firm offers discretionary and non-discretionary portfolio management, retirement plan consulting, and access to various investment vehicles through its network of Advisor Practices.

Michael Krucek is a financial advisor at SPC with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with SPC since 2011. Krucek also has a long tenure at Sigma Financial Corporation beginning in 2004. In addition to advisory work, he sells insurance products including life, health, disability, and long-term care insurance. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary solutions tailored to client needs.

Patricia Reilly is a financial advisor at William Blair with 30 years of industry experience. She has been with William Blair & Company L.L.C. since 1989. She holds Series 63 and Series 65 designations. 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 uses active, research-driven management across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Michael Wapner is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and eight years of industry experience. He has worked at Kestra Advisory and Kestra Investment Services since 2017 and previously was with Utopia Green Consulting from 2011 to 2017. Outside of his advisory role, he serves as a member of the Board of Trustees and Board Secretary for Park Ridge Friends of the Parks. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse client base including institutional and individual investors. The firm offers services ranging from fiduciary consulting and plan design to advisor-managed accounts and acts as an ERISA fiduciary where applicable.

Amit Kumar is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 66 designation and nine years of industry experience. He has held roles at AK Wealth Advisors and Raj Wealth Management and is also a lecturer at Benedictine University and an adjunct instructor at Saint Xavier University. Outside of finance, he is active as a musician and has technology management responsibilities at Aon. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, providing financial planning, portfolio management, and retirement services to individuals, pension plans, nonprofits, and corporate clients. The firm uses investment policy statements and model portfolios supported by in-house and external strategists, offering a mix of discretionary and non-discretionary management through a broad network of investment adviser representatives.

Luis Markin is a financial advisor at Fifth Third Securities, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fifth Third Securities and Fifth Third Bank since 2018. His prior experience includes roles at Merrill, Bank of America, and JP Morgan. Fifth Third Securities serves a diverse range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types, including mutual fund and ETF models, separately managed accounts, and direct indexing, delivering its investment solutions via the Passageway Managed Account Platform.

Edward Dunphy is a financial advisor at William Blair with 33 years of industry experience. He has been with William Blair & Company since 2013 and holds the Series 63 and Series 65 designations. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven investment approach across multiple asset classes and offers proprietary models and access to private funds and co-investment opportunities.

Nick Summa is a financial advisor with Fifth Third Securities, Inc. in Naperville, IL, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. He has been with Fifth Third Securities since 2009 and affiliated with Fifth Third since 2007. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing, tax-overlay services, and access to FIWA-sponsored fund strategist programs, operating as a subsidiary of Fifth Third Bank.

Christopher Sporer is a CFP® professional with 11 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2025. His prior roles include positions at CIBC Private Wealth, Charles Schwab, and TD Ameritrade. 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, utilizing globally diversified, risk-appropriate portfolios with multi-factor tilts and a variety of implementation options.

Tonya Coleman is a financial advisor with Voya Financial Advisors, Inc. in Lisle, IL, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has worked at Voya and its predecessor firms since 2014. Outside of advising, she owns a fast food seafood restaurant and works as a stylist for weddings and magazines. She also serves as Chairperson of Economic Empowerment for the National Coalition of 100 Black Women. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, and corporate clients through a wide network of advisors. The firm combines in-house and external strategists with technology tools to implement largely non-discretionary client-directed investment solutions.

Daniel Rivers Sr. is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 66 designation and 27 years of industry experience. He has been with VOYA Financial Advisors since 2014 and previously worked at Voya Financial Partners, LLC from 2003 to 2011. In addition to his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through financial planning, portfolio management, and a range of advisory services. The firm combines in-house and external strategies, model portfolios, and technology tools to manage both discretionary and non-discretionary accounts, operating as both an SEC-registered investment adviser and a FINRA-member broker-dealer.

Talonda Howard is a financial advisor at Empower Advisory Group with 17 years of industry experience. She holds Series 63 and Series 66 registrations and has previously worked at GWFS Equities, Bankers Life Securities, and Valic Financial Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer‑sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders, using an integrated model tied to Empower’s recordkeeping and administrative platforms.