Aaron Kim is a CFP® professional with 20 years of industry experience, currently affiliated with Voya Financial Advisors, Inc. since 2015. He holds a Series 66 license and operates as an independent insurance agent specializing in the sale of fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm provides services such as financial planning, portfolio management, and plan-sponsor consulting through various program structures, primarily offering non-discretionary advice.

James Hamman is a financial advisor with William Blair, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with William Blair & Company L.L.C. since 1997. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients. The firm emphasizes active, research-driven management across multiple asset classes and provides proprietary models and access to private funds through its MB Investments Program.

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.

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.

Srikanth Kamasamudram is a financial advisor at Transamerica Financial Advisors with Series 65 credentials and one year of industry experience. He has worked at Transamerica Financial Advisors and World Financial Group Insurance Agency since 2026 and is also involved with Essential Planning Tax & Financial Planning. Outside of financial advising, he has operated KAS Tech Solutions, Inc. since 2005. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Archie Bragg Jr. is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 66 designations and has 27 years of industry experience. He has worked at VOYA Financial Advisors since 2014. Outside of his advisory role, he is an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors serves a diverse client base including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting services through multiple program structures, primarily offering non-discretionary recommendations rather than discretionary management.

Tyler Spiezio is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and beginning his industry experience in 2025. He previously worked at BTS from 2023 to 2025 and has been associated with both Commonwealth Financial Network and Pursuit Wealth Group since 2025. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody services.

Brian Ellerman is a financial advisor with Principal Financial Services in Downers Grove, IL, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Principal Securities and Principal Life Insurance Co since 2015. Ellerman serves on the board of the Kenilworth Community Fund, a nonprofit that raises donations for local community organizations. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under both adviser and promoter arrangements.

Jeffery Berenson is a CFP® professional with 39 years of industry experience, currently serving at NewEdge Advisors since 2022. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves as treasurer for the Kiwanis Club of Orland Park, where he manages financial records and supports community activities. 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 diversified portfolio management, financial planning, retirement plan consulting, and access to various sponsored advisory programs, combining in-house manager selection with third-party models and advisor discretion.

Jorge Seda Rivera is a financial advisor with Principal Financial Services, holding a CFP® designation and 26 years of industry experience. He has worked at Principal Securities Inc and Principal Life Insurance Company since 2020, following prior roles at The Huntington Investment Company and PNC Investments. Outside of financial advising, he manages behavioral health practice management businesses, providing administrative and consulting support. Principal Securities offers brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services emphasize direct advisory programs, financial planning, and access to third-party money manager solutions, with investment implementation generally carried out on a discretionary basis by these managers.

Sharon Way is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. She has been with VOYA Financial Advisors and VOYA Financial since 2014. Outside of her advisory role, she is an independent insurance agent specializing in fixed life insurance products. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, primarily delivering non-discretionary advice through various program structures.

Julie Belvedere is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 20 years of industry experience. She has worked at Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions since 2015 and has been associated with the Law Offices of Joseph P Glimco III since 2013. Outside of her advisory role, she is involved in a business providing cleaning, administrative, and office services to businesses and works part-time at Kohl's. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education focused on asset allocation, contribution rates, and retirement planning. The firm utilizes Morningstar Investment Management’s proprietary tools for portfolio construction and operates at scale with a large client base and a high client-to-advisor ratio.

Nikola Plavsic is a financial advisor with Principal Financial Services holding Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is based in Downers Grove, IL. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Kenneth Koppitz is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 65 licenses and over 35 years of industry experience. His career includes prior roles at Commonwealth Financial Network 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 range of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients including large institutional investors and sovereign wealth funds.

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, Mutual of Omaha Insurance Company, Vipco Advisors, Kona Grill, and Uncle Julio's Restaurant. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, third‑party manager access, and plan-sponsor consulting through multiple program structures, primarily focusing on non-discretionary, recommendation-based advice.

Eric Walania is a CFA® charterholder with 27 years of industry experience. He has been with William Blair And Company, L.L.C. since 2004. He holds a Series 63 designation and is based in Western Springs, IL. William Blair’s Private Wealth Management division provides 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 offers proprietary models as well as access to private funds and co-investment opportunities.

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.

James Wilkins is a financial advisor at Stratos Wealth Partners, Ltd with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has previously been associated with firms including LPL Financial LLC, Securities America Advisors, and National Planning Corporation. Wilkins also works as a wealth advisor focused on variable annuities. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan consulting. The firm integrates individualized asset allocation with access to proprietary and third-party strategies, leveraging a large network of investment adviser representatives to deliver tailored advice.

Michael Krucek is a financial advisor at SPC with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with SPC since 2011. Krucek also has a long tenure at Sigma Financial Corporation beginning in 2004. In addition to advisory work, he sells insurance products including life, health, disability, and long-term care insurance. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary solutions tailored to client needs.

Daniel Sommers is a Certified Financial Planner® with 26 years of experience in the financial services industry. He has been with Kestra Advisory since 2016 and has a long tenure at Kestra Investment Services, LLC, as well as Freiburger Financial Group. Outside of his advisory work, he serves as director of an education loan trust established by his family to assist grandchildren with secondary education funding and acts as a trustee for a 401(k) plan. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving large institutional investors and specialized clients such as sovereign wealth funds.