Maurice Rodgers is a financial advisor with Eagle Strategies (NY Life) based in Hazel Crest, IL. He holds Series 63 and Series 66 licenses and has two years of industry experience. His prior roles include positions at RER Solutions Group LLC and New York Life Insurance Company. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through various program types and primarily manages assets on a non-discretionary 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.

Scott Wei is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Integrity Alliance, he was with Lion Street Advisors and Lion Street Financial. Wei is also the owner of Dentdelioun LLC, where he has worked as an insurance agent since 2011. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans, offering advisory and brokerage services through a network of over 300 independent advisors managing approximately $5.4 billion in assets. The firm provides a variety of investment solutions including discretionary accounts, model portfolios, and third-party manager referrals across multiple platforms.

Nancy Kwain is a financial advisor at William Blair with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has been with William Blair since 2005. Based in Orland Park, IL, she is part of a larger team of advisors at the firm. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, and pension and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and offers 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.

Kyle Vasel is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he co-leads a team dedicated to creating a trusted financial experience for families. Since joining Merrill in 2011, Kyle has focused on helping individuals and families with personal retirement planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, portfolio management services, and socially responsible, values-based, and ESG investing. Kyle holds a Bachelor's Degree from Illinois State University and maintains professional designations as a CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He grew up in southern Illinois in a family that owned and operated businesses in small farm towns, where he learned the importance of delivering consistent value and making a difference in the community. Outside of work, Kyle is involved with Mission Church and enjoys adventure sports, biking, reading, running, scuba diving, and skiing. He lives in Wheaton, Illinois, with his wife and three children.

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 at Cetera and CETERA Financial Specialists LLC prior to joining Lincoln Investment. Hammel is also a CPA principal at Costin, Hammel & Leake, LLC, an accounting, audit, and tax firm. Lincoln Investment Planning, LLC is an enterprise firm serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management through both model portfolios and third-party managers, supported by an in-house Investment Management & Research team.

Jennifer Ferworn is a financial advisor at William Blair with 10 years of industry experience. She holds a Series 66 designation and has been with William Blair since 2018. Prior to joining William Blair, she worked at Atlas Residential USA from 2016 to 2018. 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 active, research-driven management across multiple asset classes and offers proprietary models and access to private funds through its integrated platform.

Jeffrey Pavlik is a financial advisor at William Blair with Series 65 and Series 66 licenses and four years of industry experience. He previously led Pavlik Capital Management LLC for 14 years before joining William Blair in 2022. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, and institutional clients. The firm employs an active, research-driven approach across multiple asset classes and provides access to proprietary models, private funds, and co-investment opportunities.

Keith Janczak is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 designations and has 19 years of industry experience. His prior positions include roles at Wells Fargo Clearing and Citigroup Global Markets. Outside of his advisory work, he is active in online game streaming on Twitch. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, institutions, corporations, and trusts through investment advisory and brokerage services. The firm offers multiple program options on its Passageway Managed Account platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Michael Youakim is a CFP® with 24 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2012. He holds Series 63 and Series 65 licenses and is based in Woodridge, Illinois. 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 tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Peter Heinz Sr. is a financial advisor with FIFTH THIRD SECURITIES, Inc. based in Oak Lawn, IL. He holds Series 63 and Series 66 licenses and has 22 years of industry experience, including 20 years with Fifth Third Securities. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with a corporate affiliation to Fifth Third Bank, providing access to multiple managed-account programs and features such as direct indexing and tax-overlay services.

Justin Stuursma is a financial advisor at LPL Financial with eight years of industry experience. He previously worked at Edward Jones for six years and Retirement Advisors Inc for two years. Outside of his advisory role, he coaches sports and fitness at Lincoln Way East High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, including access to third-party managers and institutional platforms.

Kathy Grubar is a financial advisor with J.P. Morgan Securities in Naperville, IL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has worked with JPMorgan Chase Bank, N.A. since 2013 and with J.P. Morgan Securities since 2012, following five years at Chase Investment Services Corp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Steven Davis is a CFP® professional with 17 years of industry experience. He has worked at LPL Financial since 2023 and previously spent 12 years at Edward Jones. Davis operates under the Madison & Wealth Management DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, incorporating model portfolios, third-party subadvisors, and customized strategies.

Nathan Ahearn is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2002. He holds Series 63 and Series 65 licenses and is based in Naperville, IL. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research supported by a centralized manager solutions team and incorporates ESG criteria in its recommendations.