Nathanial Chapel is a Series 65-licensed financial advisor with nine years of industry experience. He is currently with Farther and has operated Chapel Financial Group Inc. since 2017, where he is involved as a president and insurance agent focusing on fixed annuities, Medicare Supplement, life insurance, and long-term care. Chapel has also maintained advisory roles at Tru Financial Strategies under his ownership since 2017. Farther provides discretionary investment management and advisory services mainly to individual investors, trusts, and estates, utilizing a web and mobile platform alongside in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, employing proprietary model portfolios or customized allocations with algorithmic rebalancing, and it integrates AI tools to supplement advisor judgment.

Carla Merlak is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has worked at Brookstone since 2016 and also operates Merlak Tax Advisory Group Inc, where she provides tax preparation, planning, and insurance services. Additionally, she is involved with natural wellness product sales and financial and retirement planning through Next Phase Financial LLC. Brookstone Capital Management is an SEC-registered adviser serving a diverse client base including individuals, retirement plans, corporations, and sovereign wealth funds. The firm offers fee-based asset management and financial planning primarily through a turnkey asset management platform and wrap-fee programs, utilizing a range of investment strategies including tax-aware and ESG models.

Eric Andresen is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at LPL Financial since 2005 and joined NewEdge Advisors in 2023. Andresen is involved in tax preparation and accounting services through Midwest Small Business Accounting. 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 a broad range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing model-based strategies and technology tools to support advisors and clients.

Shaila Maloney is a financial advisor at TIAA-CREF with 18 years of industry experience. She holds the Series 66 designation and has worked previously at Nuveen Asset Management, CUNA Mutual Group, and Bank of America. Her current role at TIAA-CREF involves serving clients in Wheaton, Illinois. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, offering model and customized managed accounts with a fiduciary standard applied to its RIA services.

Lisa Shake is a financial advisor at William Blair with three years of industry experience. She holds a Series 66 designation and has worked at William Blair since 2021. Prior to joining William Blair, she spent nine years at Fifth Third Private Bank. 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 active, research-driven strategies across various asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Nicholas Curcio is a CFA® charterholder with 10 years of industry experience. He has worked at TIAA since 2017 and joined TIAA-CREF in 2025. His prior experience includes roles at HarrisDirect LLC and E*TRADE Capital Management LLC. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients with pre-existing TIAA employer retirement plan relationships. The firm offers customized portfolio management and operates as adviser to a donor-advised fund, applying a fiduciary standard within its vertically integrated advisory model.

Jason Brooks is a CFP® professional with 28 years of industry experience, currently serving at Independent Financial Partners since 2019. His prior roles include positions at First Heartland Consultants, Inc., First Heartland Capital Inc., Signature Financial Services, Ltd., and Cincinnati Analysts, Inc. Outside of his advisory work, he is involved in bookkeeping, accounting, and tax preparation. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a network of independent Investment Adviser Representatives. The firm supports a decentralized advisory model with a focus on retirement-plan advisory and pension consulting, serving a wide range of individual, charitable, corporate, and high-net-worth clients.

Steve Shyman is a financial advisor at Brookstone Capital Management LLC with 14 years of industry experience. He holds a Series 65 credential and has worked at Brookstone since 2015. Additionally, he operates Wilsave Financial and is involved as a distributor of water ionizer machines. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions. The firm delivers investment management primarily through discretionary model portfolios, unified managed accounts, and separately managed accounts, and supports a large advisor network with back-office and turnkey asset management platform services.

Whitney King is a financial advisor at PNC Wealth Management with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Bank of America, Merrill, and JPMorgan Chase Bank. Outside of finance, she performs as a singer and guitarist in an Alice in Chains tribute band called A Little Bitter. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering that uses algorithmic risk assessment and invests in approved mutual funds and ETFs with annual rebalancing.

Farah Pradhan is a financial advisor with Eagle Strategies (NY Life) in Hoffman Estates, IL, holding Series 63 and Series 65 licenses and 21 years of industry experience. She has been affiliated with Eagle Strategies since 2011 and has been with New York Life and NYLIFE Securities since 2003 and 2004, respectively. Outside of her advisory role, she owns an insurance brokering business focused on non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, providing financial planning, investment management, and advisory services. The firm offers multiple program types tailored to client objectives and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Andrea Jevne is a financial advisor at Brookstone Capital Management LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley and Ameriprise. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions.

Nathan Meek is a CFP®-certified financial advisor with two years of industry experience, currently with Cerity Partners LLC. He previously worked at Edge Financial Advisors, LLC and Fidelity Investments. Cerity Partners serves a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services with a focus on client-specific investment profiles, combining quantitative screening and manager selection with access to alternative and private market solutions.

Frank Diebold Jr. is a Series 65 credentialed advisor with 27 years of industry experience. He currently works with Cetera Planning Partners and previously spent over two decades at Honkamp Krueger Financial Services, alongside operating Diebold & Associates since 1978. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm provides investment management and comprehensive financial planning, including Social Security optimization, tax planning, estate planning, and related ancillary services.

Mark Metz is a CFP® and holds a Series 66 license, with five years of industry experience. He is currently with Creative Planning, where he has worked since 2023. Prior to that, he was at The Vanguard Group, Inc from 2021 to 2023 and Vermillion Financial Advisors in 2020. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by tax-loss harvesting, individually managed strategies, and selective private market exposure.

Aldis Elezovic is a financial advisor at Fifth Third Securities, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities and The Huntington Investment Company. Fifth Third Securities serves a wide range of individual and institutional clients through investment advisory and brokerage services, offering multiple program types on the Passageway Managed Account platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides services including mutual fund and ETF models, SMA strategies, tax-overlay services, and direct indexing.

Todd Schossow is a financial advisor at Brookstone Capital Management LLC with 28 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Northern Trust Bank and Northern Trust Securities Inc for 12 years. He has been with Brookstone Capital Management since 2021. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking or thrift institutions.

Corina Bande Arias is a CFP® and ChFC® with 14 years of industry experience. She currently works at Carson Wealth and CWM, LLC, having previously held positions at Fifth Third Bank, Charles Schwab Bank, U.S. Bancorp Investments, and BMO Harris Financial Advisors. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, using an Investment Committee to construct model portfolios and providing tailored solutions including custom indexing and access to alternative investments.

Zachary Cravez is a CFP® and holds a Series 66 license with three years of industry experience. He is currently an advisor at Cerity Partners LLC, joining in 2026 after working at Edge Financial Advisors and Bank of America Merrill Lynch. Zachary is based in Wheaton, IL. Cerity Partners advises a wide range of clients including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in assets as of late 2025. The firm offers customized wealth management services with an investment approach focused on client-specific profiles, incorporating quantitative screening, manager selection, and both third-party and direct security strategies, along with access to alternative and private market solutions for qualified clients.

Douglas Lincoln is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 designations and 41 years of industry experience. He has been with VOYA Financial Advisors since 2014 and has operated as a self-employed advisor since 1986. In addition to his advisory work, he is an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale firm serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed account and wrap programs, and retirement-plan advisory services, utilizing a combination of in-house and external strategists and technology tools to implement client recommendations.

Alexander Marks is a financial advisor at Citigroup Global Markets with 37 years of industry experience. He has been with Citigroup since 2007 and holds Series 63 and Series 65 licenses. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies with internal oversight and maintains unique market roles, including in-house research and operations as a security-based swap dealer and futures commission merchant.