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.

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.

James Wilkins is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 66 licenses and 34 years of industry experience. His prior roles include positions at LPL Financial LLC, OSAIC, Securities America Advisors, and National Planning Corporation. He also works as a wealth advisor utilizing variable annuities for financial planning solutions. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm serving over 24,000 clients through approximately 366 advisors. The firm uses an open-architecture investment approach, offering individualized asset allocations, model portfolios, and third-party manager programs.

Kahina Kherbouche is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and one year of industry experience. She has worked in various roles within Fifth Third Bank since 2019, with prior experience at MB Financial Bank, Liberty Tax, and Joson's Deli. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients, including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

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.

Trenton Grens is a financial advisor at Brookstone Capital Management LLC with 19 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at AssetMark Brokerage, AssetMark Financial Holdings, Northern Lights Distributors, and Astor Investment Management. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs a range of strategic and dynamic asset-allocation models and offers discretionary portfolio management through various investment strategies and sub-advisory relationships.

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.

James Flanagan is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Independent Financial Group since 2010. Outside of his advisory role, Flanagan provides pro bono financial advice to cancer patients, serves as an adjunct professor of gerontology at Concordia University, and is the author of a book titled *Packing for Retirement*. He also holds various positions including treasurer for Terra Nova Films and Circle of Life, Inc., and is involved in teaching at Triton College. 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 brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives and utilizes multiple advisory platforms and third-party asset managers.

Amit Kumar is a financial advisor with Voya Financial Advisors, Inc. who holds the Series 66 designation and has nine years of industry experience. He has teaching roles at Benedictine University and Saint Xavier University, instructing graduate-level courses. Outside of finance, he is also a musician who plays instruments for which he may receive compensation. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer serving individuals, employer-sponsored retirement plans, and charitable and corporate clients. The firm delivers financial planning, portfolio management, and brokerage services through a combination of affiliated products, third-party strategists, and a phone-based advisory channel.

Patrick Oconnor is a financial advisor at TIAA-CREF with 18 years of industry experience. He holds the Series 66 designation and has been with TIAA-CREF since 2016. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and corporate entities. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated group.

Noah Swift is a financial advisor at Brookstone Capital Management LLC with a Series 65 credential and one year of industry experience. Prior to joining Brookstone, he worked at Wealth Financial Services and Tax Advisory and has experience in design and self-employment. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models and offers discretionary portfolio management through both internal and external sub-advisors.

James Trabadela is a financial advisor at The Huntington Investment Company with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise Financial Services, LLC, The Huntington National Bank, and TCF Bank. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals—including high-net-worth clients—charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm utilizes an open-architecture investment model combining third-party sub-managers and proprietary private bank offerings, delivering portfolio management through various wrap-fee programs on the Envestnet platform.

Michael Greenen is a CFP® and PFS™ with 25 years of experience in the financial industry. He is currently with Cerity Partners LLC and previously worked at Edge Financial Advisors, Lantern Wealth Guardians, and operated his own CPA practice. He is the owner of Michael J. Greenen CPA PC, dedicating part of his time to this business during trading hours. 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 and manager selection processes, incorporating proprietary quantitative screens and a range of investment options, including private-market offerings and affiliated pension, insurance, and venture services.

Sharif Husseini is a CFP® professional with 20 years of industry experience, currently serving at Brookstone Capital Management LLC since 2025. His prior experience includes roles at Morningstar Investment Management LLC and Nuveen Investments. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models, utilizes a range of investment vehicles, and serves as a sub-advisor to other advisory programs.

Larsa Heil is a financial advisor with Fifth Third Securities, Inc. in Naperville, IL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has been with Fifth Third Securities since 2014 and also has a background with Fifth Third Bank dating back to 2011. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing access to multiple managed-account programs and features such as direct indexing and tax-overlay services.

Thomas Cleland is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has 20 years of industry experience. Cleland has been with Benjamin F. Edwards & Co since 2016. 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 management services that combine firm-developed and third-party strategies with ongoing oversight from an Investment Strategy Committee.

Christopher Hendricks is a financial advisor at TIAA-CREF with 13 years of industry experience. He has held roles at J.P. Morgan Securities and Fidelity before joining TIAA-CREF in 2026. Hendricks holds Series 63 and Series 66 licenses and is based in Wheaton, Illinois. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm offers a fiduciary advisory model that separates one-time planning from ongoing portfolio management and acts as adviser to a donor-advised fund.

Sarah Taylor is a financial advisor at Benjamin F. Edwards & Company, Inc. with one year of industry experience. She previously worked at TD Ameritrade for two years and has been with Benjamin F. Edwards since 2021. Outside of her advisory work, she manages a rental property. 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, foundations, and charitable organizations, offering a range of advisory programs and investment management solutions that include both firm-developed and third-party model strategies.