Jeremy Frazer is a CFA® charterholder with 19 years of industry experience and has been with William Blair & Company since 2014. He holds Series 65 and Series 63 licenses and is based in Geneva, Illinois. 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 fund 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 (NY Life) in Naperville, IL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with New York Life Investment Management LLC since 2005. Outside of his advisory role, he is involved in reselling NFL tickets from his personal seat license. Eagle Strategies serves a broad mix of individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.

Aaron Kim is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Voya Financial Advisors, Inc. since 2015. He also operates as an independent insurance agent specializing in the sale of fixed insurance products. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a combination of model portfolios, manager-driven sleeves, and both discretionary and non-discretionary investment programs, supported by an advisory platform integrated with an active broker-dealer distribution model.

Tessa Fornek is a financial advisor at PNC Wealth Management with seven years of industry experience. She holds a Series 66 designation and has previously worked at Regions Bank, Cetera Investment Services, and First Command Financial Planning. Outside of finance, she was involved in managing a coffee shop business for two years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online investment platform currently available as an employee-only pilot. The firm uses algorithm-driven model selection and relies on third-party strategists and delegates for portfolio implementation.

Eric Jones is a CFA® charterholder with one year of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior roles include positions at Edge Financial Advisors, Capstone Financial Advisors, Mizuho Securities LLC, and Legal & General Investment Management America. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing, using proprietary quantitative screens alongside third-party managers and individual securities as appropriate.

Kyle Martin is a financial advisor with Commonwealth Financial Network based in Wheaton, IL. He holds the CFP® designation and has 11 years of industry experience. Prior to joining Commonwealth and founding Murphy Financial Group, he worked at firms including MML Investors Services, Mass Mutual Life Insurance Company, Lenox Advisors, Inc., and Invesco Advisers, Inc. Outside of his advisory work, Martin is involved in Medicare product referrals through a separate business activity. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and services. The firm provides operational, trading, technology, compliance, and practice-management support, enabling advisors to offer diverse investment solutions including discretionary model portfolios and personalized indexing options.

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.

Marzena Lukasiewicz is a financial advisor at Brookstone Capital Management LLC with three years of industry experience. She holds a Series 65 designation and has worked previously at Financial Wealth Alliance, MasterCall, and World Discount Telecommunications. Outside of her advisory role, she is involved in insurance sales. Brookstone Capital Management is an SEC-registered adviser that provides 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 institutions.

Daniel Hedge is a CFP® professional with nine years of experience in financial advising. He currently works at Benjamin F. Edwards & Company, Inc., where he has been since 2023. Prior to that, he spent seven years with Wells Fargo Clearing. Hedge holds leadership roles in local Chambers of Commerce in St. Charles and Elgin, Illinois, and serves as a guest speaker at Village Bible Church. Benjamin F. Edwards & Company provides investment advice and related services to a diverse client base, including individuals, retirement plans, trusts, estates, and corporate clients, offering a range of model-based and customized investment strategies.

Archie Bragg Jr. is a financial advisor at VOYA Financial Advisors, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with VOYA since 2014. Outside of his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, and corporations. The firm offers a range of adviser-led programs and combines an advisory platform with an active broker-dealer model supported by an extensive affiliate network.

Sharon Way is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has been with VOYA since 2014. In addition to her advisory role, she operates as an independent insurance agent specializing in fixed life insurance products. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a combination of model portfolios and manager-driven investment strategies, supporting both discretionary and primarily non-discretionary asset management.

Kenneth Koppitz is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. His career includes prior roles at Commonwealth Financial Network, Riverstone Wealth Partners Koppitz, Inc., and INVEST Financial Corp. Outside of his advisory work, he serves as a high-performance driving instructor with L.A.P.S., Inc. and Audi Club North America. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts, supporting recommended investments through comprehensive due diligence.

Russell Game is a financial advisor at Brookstone Capital Management LLC with 35 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. Prior to joining Brookstone in 2017, he worked at Center Street Advisors and has operated Game & Associates Financial Services, Inc. since 2002, where he is owner and president. Brookstone Capital Management provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm utilizes strategic and dynamic asset-allocation models, a turnkey asset management platform, and a variety of investment strategies to implement client portfolios.

Maureen Zygler is a financial advisor at Voya Financial Advisors, Inc. with nine years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Mutual of Omaha Investor Services and Vipco Advisors. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer serving individuals, retirement plans, and charitable and corporate clients. The firm provides financial planning, portfolio management through wrap and unified managed account programs, and access to third-party money managers, with a significant portion of assets managed on a non-discretionary basis.

Bryan Brooks is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds a Series 66 designation and has held roles at firms including Charles Schwab, Fidelity, Nuveen, and TIAA. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm provides both point-in-time planning and ongoing portfolio management services, acting as adviser to a donor-advised fund and operating within a vertically integrated structure that includes affiliated funds.

Joseph Florina is a CFP® professional with six years of industry experience. He is currently with Brookstone Capital Management LLC and Wealth Financial Services & Tax Advisory, having previously worked at Interactive Brokers and First American Bank. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and a 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 institutions.

Jeffrey Wrobel is a financial advisor at Citigroup Global Markets with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm is notable for its combination of large institutional scale, market roles such as swap dealer and futures commission merchant, and its use of multi-asset, multi-manager investment strategies.

David Kohlmeyer is a CFP® professional with 34 years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2018 and previously spent nine years at Stifel Nicolaus & Co Inc. Outside of his advisory role, he serves as Treasurer of the Wheaton Academy Foundation. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, and nonprofit organizations, offering a range of advisory programs and investment strategies that combine firm-developed and third-party models.