Kimberly Mitchell is a financial advisor at Fifth Third Securities, Inc. with four years of industry experience. She holds a Series 66 designation and has worked at Ameriprise, Waddell and Reed, and as a self-employed advisor prior to joining Fifth Third Securities and Fifth Third Bank in 2025. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program, serving individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options, including advisor-directed models and separately managed accounts, and integrates municipal-advisor registration with its affiliation to Fifth Third Bank.

Joseph Fazekas is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Creative Planning since 2012. He holds Series 63 and Series 65 licenses and is based in Plainfield, Illinois. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and supplemental portfolio techniques, supported by a broad range of affiliated non-investment businesses.

Anthony Williams is a financial advisor with Voya Financial Advisors, Inc. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Voya, he worked at Park Avenue Securities, Guardian Life Insurance Company, and Northwestern Mutual in various capacities. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and charitable organizations. The firm provides financial planning, portfolio management, and plan sponsor consulting through multiple program structures, with a notable emphasis on non-discretionary, recommendation-based relationships.

Andrea Roesel is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and eight years of industry experience. Her prior experience includes roles at LPL Financial and JP Morgan Securities LLC, as well as JP Morgan Chase Bank. She also engages in fixed insurance sales as an additional business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services, including wealth management and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Christopher Cralle is a financial advisor at Citigroup Global Markets with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies and maintains significant institutional scale alongside specialized market roles.

Steven Doyle is a financial advisor at &Partners in Naperville, IL, holding Series 63 and Series 66 licenses with 11 years of industry experience. Prior to joining &Partners in 2025, he worked at Wells Fargo Clearing Services LLC for six years and Calamos Financial Services LLC for five years. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of investment management and advisory services using a combination of proprietary and third-party strategies, supported by the Envestnet portfolio platform and NFS brokerage infrastructure.

James Follstad is a financial advisor with Principal Financial Services who holds a Series 66 designation and has 18 years of industry experience. His career includes roles at Union Financial Inc. and Washington Avenue Advisors, alongside a long tenure with Principal Securities Inc. and Principal Life Insurance Co. He is involved in outside business activities related to group benefits and fixed insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Lisa Paulosky is a financial advisor at &PARTNERS with 23 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years. Outside of her advisory role, she serves as a notary public in North Aurora, Illinois. &PARTNERS serves a broad mix of individual and institutional clients, providing investment management, financial and tax planning, ERISA 3(21) consulting, and brokerage services. The firm employs a variety of investment strategies and utilizes both proprietary and third-party managers, with services offered on discretionary and non-discretionary bases.

Julie Donahue is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. Her prior roles include positions at Raymond James Financial Services, Inc., Scroggins Wealth Management, and LPL Financial, LLC. Outside of her advisory work, she is involved in a craft sales business called The Kraftie Side. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, using a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Stephen Temmer is a financial advisor with Fifth Third Securities, Inc. in Naperville, IL, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Fifth Third Securities since 2009. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients, including individuals, charitable organizations, corporate and business 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 subsidiary of Fifth Third Bank with integrated relationships among the bank, platform sponsor, and clearing firm.

Iris Sagrado is a financial advisor with United Planners' Financial Services of America and holds the Series 63 and Series 65 designations. She has 20 years of industry experience and is also the owner of Filro Global Hiring and Filro Caregivers, businesses outside the investment sector. Additionally, she serves as an arbitrator with FINRA and is president and treasurer of Sagrado & Stears, Inc. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm offers a range of financial planning, portfolio management, retirement plan services, and brokerage solutions through its network of 477 independent advisors and operates an open-architecture platform with multiple custodians and third-party money managers.

Timothy Gleason is a financial advisor at William Blair with 10 years of industry experience. He holds the Series 66 designation and has been with William Blair & Company since 2015. William Blair’s Private Wealth Management division offers 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 provides proprietary models and access to private funds and co-investment opportunities.

Christopher Crisanti is a financial advisor with Kestra Advisory and holds a Series 66 designation. He has experience working at Kestra Investment Services, Ameriprise Financial Services, and in legislative offices, including roles with State Senator Steven Landek and State Representative Michael J. Zalewski. Prior to his advisory career, he was involved with various organizations such as Bill Brennan State Farm Agency and FinTech Ranger LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers a broad range of services such as fiduciary consulting, plan design, investment due diligence, and access to multiple management platforms, serving approximately $79.8 billion in assets under management.

Mary Schulte is a CFP® professional with 37 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2016. She is also registered as an agent for Raymond Schulte, working a limited number of hours per month in this investment-related capacity. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs and managed investment strategies, supported by a large team of advisors and substantial assets under management.

Stephen Sumeraj is a financial advisor at PNC Wealth Management with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with PNC Investments since 2012. Outside his advisory role, he operates ESBE Auctions as a sole proprietor, a non-investment related business. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio offering for employees. The firm uses algorithm-driven model selection and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Kyle Bakhshi is a financial advisor at William Blair with a Series 66 designation and six years of industry experience. He has worked at William Blair since 2021 and previously spent seven years at Nuveen. 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 an active, research-driven investment approach across equities, fixed income, and alternative strategies, and provides proprietary models as well as access to private funds and co-investment opportunities.

Teresa Devereux is a financial advisor at William Blair with 40 years of industry experience. She holds Series 63 and Series 65 designations and has been with William Blair since 2015. 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 employs an active, research-driven approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Robert Wack is a CFP® with seven years of industry experience. He is currently with Fifth Third Securities, Inc. and Fifth Third Bank, having joined in 2026. His prior experience includes roles at Schwab Wealth Advisory, Inc., Charles Schwab & Co., Inc., Merrill (Bank of America), Scottrade, and TD Ameritrade. Fifth Third Securities, Inc. serves a broad range of individual and institutional clients through both investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers via its Passageway Managed Account Program and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Ryan Alvarez is a financial advisor with Integrity Alliance, LLC in Naperville, IL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Lion Street Advisors and Wayne Hummer Investments. He is also the owner of Refined Strategies, a business involved in the sale of fixed annuities and life insurance products. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers a range of investment management and consulting services, utilizing both advisor-managed and model-based portfolios with various asset allocation strategies and access to multiple custodial and program platforms.

Matthew Neill is a financial advisor with Eagle Strategies (New York Life) based in Naperville, Illinois. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Since 2005, he has been affiliated with New York Life Investment Management LLC. Outside of his advisory work, he is involved in reselling NFL tickets from his personal season tickets and special event seat licenses. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types tailored to client objectives and manages most of its assets on a non-discretionary basis.