Pranav Singh is a financial advisor at Fifth Third Securities, Inc. with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. 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 programs and features such as direct indexing and a tax-overlay service, operating as a wholly-owned subsidiary of Fifth Third Bank.

Anthony Ceffalio is a financial advisor with NewEdge Advisors holding a Series 66 designation and two years of industry experience. His prior work history includes roles at LPL Financial and Athletico. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisors. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Sherwin Lesk is a CFP® professional with 24 years of experience in financial advising. He has worked at Hightower Advisors since 2017 and was previously with Leonetti & Associates, LLC for 11 years. Lesk has also practiced law as a licensed attorney in Illinois, dedicating less than 10% of his time to this activity. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm employs a multi-manager investment approach, utilizing both affiliated and third-party managers, and offers a range of portfolio management and consulting services.

Lauren Rosberg is a CFP® with 19 years of industry experience, currently with Mercer Global Advisors Inc. since 2023. Her prior roles include positions at Nadler Financial Group, Ausdal Financial Partners, and Capital Asset Advisory Services, among others. She receives residual income from the sale of Medicare supplement insurance. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach focused on globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options alongside financial planning and tax support services.

Robin Stone is a financial advisor with Hightower Advisors who holds the CFP® designation and Series 63 and 65 licenses. He has 26 years of industry experience, including 11 years at Leonetti & Associates and nine years at Hightower Advisors. He is based in Buffalo Grove, Illinois. Hightower Advisors serves a diverse range of individual and institutional clients, offering portfolio management, financial planning, and retirement plan consulting. The firm emphasizes multi-manager solutions and uses both affiliated and third-party managers, incorporating proprietary research and a variety of investment vehicles in its advisory approach.

Donald Baran is a financial advisor with TLG Advisors, Inc. holding a Series 66 license and five years of industry experience. His professional background includes roles at The Leaders Group Inc., FSG, Pizza Hut, Edward Jones, Weiman Products, and EMCO Chemical Distributors. He also works as an insurance wholesaler for fixed insurance products directly with financial advisors through FSG. TLG Advisors, Inc. serves a wide range of clients including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm focuses on manager selection and ongoing portfolio monitoring using fundamental analysis and Modern Portfolio Theory, offering services through independent representatives, sub-advisors, and a direct-to-consumer digital program called Starlight Portfolios.

Robert Fenby is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and 12 years of industry experience. He has been with Hornor, Townsend & Kent since 2012 and has a concurrent role at Penn Mutual Life Insurance Company dating back to 2011. Fenby is also involved in life insurance brokerage through multiple roles, including Regional Marketing Director at Penn Mutual, Senior Vice President at Insurance Wholesale Solutions, and proprietor of Fenby Life Insurance Planning. Hornor, Townsend & Kent serves a diverse client base including individuals, trusts, businesses, charitable organizations, and retirement plans. The firm offers advisory programs, financial planning, and retirement plan consulting, combining SEC-registered advisory services with broker-dealer capabilities and managing over $8 billion in discretionary assets.

Eric Eimen is a financial advisor at William Blair with five years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining William Blair in 2022, he worked at BMO Private Bank from 2011 to 2022. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides clients access to proprietary models, third-party sub-managers, and private investment opportunities.

Quinn Schneider is a financial advisor at Beacon Pointe Advisors, LLC with six years of industry experience. He holds a Series 65 credential and has previously worked at Altavista Wealth Management Inc. and Mission Health. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive investment strategies across public and private asset classes.

Michael Leonetti is a CFP® professional with 32 years of industry experience, currently serving as an advisor at HighTower Advisors since 2017. He previously led Leonetti & Associates, LLC from 2008 to 2019. HighTower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment strategies.

Dominic Defazio is a CFP® with 20 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2011. He is also the owner of Aqua Body Floats, a business focused on designing upholstery for recreational activities. Fifth Third Securities, Inc. 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 with features such as direct indexing and tax-overlay services, distinguishing itself through its municipal-advisor registration and affiliation with Fifth Third Bank.

Todd Bessey is a CFP® with 31 years of industry experience and is currently affiliated with Integrated Wealth Concepts LLC. He previously worked at Wayne Hummer Investments for 17 years before joining Integrated Wealth Concepts in 2021. Integrated Wealth Concepts serves individuals, 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, focusing on customized portfolios that combine internal management and third-party asset manager oversight.

David Reilly is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 22 years of industry experience. He has been with Benjamin F. Edwards & Co since 2013. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs and investment strategies managed internally and by third parties, supported by an in-house trading desk and an Investment Strategy Committee.

Jennifer Merida is a financial advisor at Empower Advisory Group with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including 818 Capital Group, Money Concepts Capital Corp., ADP, and BMO Harris Financial Advisors. Outside of her advisory role, she is a 2% owner and performs back-office work for Kaidence Chiropractic & Wellness, a business owned by her husband. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and participant savings rates.

Joanna Geier is a CFP® professional with over 14 years of experience in financial advisory roles. She has worked at Mercer Global Advisors Inc. since 2019 and previously spent nine years at Jackson Financial Management. Outside of her advisory work, she consults on data entry for physical therapy visits at Tomson Rehab. 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 employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios using a range of investment vehicles and offers various related financial planning and consulting services.

James Brandt is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. His career includes long-term roles at Fortis Investors, Inc. and Brandt Financial Concepts, a firm he has been involved with since 1983. Outside of his advisory work, Brandt serves as a FEMA-certified trainer for the Community Emergency Response Team and holds leadership positions in local organizations including a homeowners association and the Palatine Fire Pension Board. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory and brokerage services, utilizing various investment platforms and third-party managers, with approximately $11.3 billion in regulatory assets under management.

James Wormley is a financial advisor at Benjamin F. Edwards & Company, Inc. with 22 years of industry experience. He has been with Benjamin F. Edwards since 2013 and holds the Series 66 designation. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement and investment management consulting, utilizing a range of discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

Douglas Clermont is a financial advisor with TLG Advisors, Inc., holding a Series 63 designation and 26 years of industry experience. His prior roles include positions at The Leaders Group, Inc., GBS Insurance & Financial Services, Principal Life Insurance Co., and PrinCor Financial Services. He is also licensed as an outside insurance agent, selling fixed life, fixed annuities, disability, long-term care, and health insurance. 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, comprehensive financial and estate planning, and ERISA fiduciary services. Its approach combines fundamental analysis and Modern Portfolio Theory, with a direct-to-consumer program called Starlight Portfolios that uses risk questionnaires to customize portfolios reviewed quarterly.

Frank Schoen is a financial advisor with Transamerica Financial Advisors in Hoffman Estates, IL, holding Series 63 and Series 65 credentials and 27 years of industry experience. He is the owner of The Force Agency, Inc. and S2C Tax & Accounting Services LLC, where he provides tax preparation and accounting services. Schoen has been with Transamerica Financial Advisors since 2012. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with a range of proprietary and third-party investment models in discretionary and non-discretionary programs.

Tyrone Ball is a financial advisor with Commonwealth Financial Network based in Barrington, IL, holding a Series 66 designation and 12 years of industry experience. His prior work includes eight years at Edward D. Jones & Co. L.P. and four years at Best Energy LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, technology, and operational support while offering a variety of investment solutions, including discretionary model portfolios and customized program structures.