Michael Lydigsen is a financial advisor with Fifth Third Securities, Inc. in Bridgeview, IL, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with Fifth Third Securities and its affiliated firm since 2009. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base including individuals, charitable organizations, and institutional investors. The firm provides various discretionary managed-account options, combining third-party portfolio managers and advisor-managed sleeves, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.

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.

Lu Ling Li is a financial advisor with Transamerica Financial Advisors in Chicago, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her prior roles include positions at BGSLK Management, LLC, Ling Finance LLC, and Flexible Benefit Service Corporation. She is also involved in part-time sales of insurance and non-insurance products through Ling Finance LLC. Transamerica Financial Advisors serves a broad client base, including individual investors, retirement plans, trusts, and businesses, utilizing a variety of advisory programs and model portfolios managed by third-party firms.

Dan Milosevic is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 credential and having one year of industry experience. Prior to his financial services career, he worked in delivery and logistics roles and currently manages BearKeepers LLC, a logistics service provider. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage, financial planning, retirement consulting, and advisory programs.

George Hurley is a CFP® with eight years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at Northern Trust Securities, JP Morgan Securities, JPMorgan Chase Bank, and Wells Fargo Clearing Services. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Salvador Briseno is a financial advisor at Fifth Third Securities, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2009. 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 broker-dealer registration and municipal-advisor status with a bank affiliation, providing a range of discretionary managed-account options and access to specialized portfolio management and tax-overlay services.

David Tucker is a financial advisor with AE Wealth Management, LLC in Chicago, IL, holding a Series 65 designation and 11 years of industry experience. He has worked at AE Wealth Management since 2018 and previously at SGL Financial LLC. Outside of his advisory role, he is the author of the book "Escape Illinois" and conducts informational classes through FMT Rejuvenate Your Retirement. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, utilizing various investment strategies and supporting third-party RIAs through sub-advisory and model-licensing arrangements.

Juan Aguilar is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Aurora, IL, holding a Series 66 credential and 17 years of industry experience. He has been with Fifth Third Securities since 2012. Outside of his advisory work, Aguilar serves as a soccer referee for the U.S. Soccer Federation and assists with legal document preparation for Zeigler Chrysler, as well as working part-time in customer service at a firearm dealer and range. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers a range of investment programs on its Passageway Managed Account platform, combining third-party portfolio managers with advisor-guided investment strategies.

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.

Mark Rogers is a CFP® with 34 years of industry experience, currently serving at Planmember Securities Corporation since 2011. He has maintained a long-term role with Augusta National Golf Club since 1996, including seasonal management responsibilities during the Masters Tournament. Outside of his advisory work, Rogers serves as a member of the Board of Education for Lyons Elementary School District 103 and holds a trustee position in municipal government for the Village of Brookfield. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach, managing risk-based mutual fund portfolios and delivering education and support services to plan sponsors and participants.

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.

Molly Powers is a CFP® professional with four years of industry experience. She currently works at Creative Planning and has previously held roles at Sageview Advisory Group, Capital Strategies Investment Group, and Forum Financial Management. Creative Planning provides comprehensive investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process that includes low-cost indexing, buy-and-hold strategies, and supplemental portfolio techniques, supported by a large advisory team and centralized investment infrastructure.

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.

Ramesh Poola is a CFA charterholder and financial advisor at Creative Planning with two years of industry experience. He previously worked at IRON Financial, LLC for eleven years before joining Creative Planning in 2021. 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 tactics such as direct indexing and tax-loss harvesting.

Xavier Kon Lopez is a financial advisor with Fifth Third Securities, Inc. based in Olympia Fields, IL. He holds a Series 66 designation and has five years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and use of National Financial Services and Fidelity platforms.

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.

Benjamin Teichman is a financial advisor with Guardian Life and Park Avenue Securities, holding the Series 63 and Series 65 credentials and with 22 years of industry experience. His work history includes multiple roles at both firms since 2016. He also sells fixed insurance and annuities outside of Guardian on a limited basis. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and investment adviser that serves individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage, financial planning, retirement consulting, and various advisory programs, including discretionary and non-discretionary management using both proprietary and third-party model portfolios.

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.

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.