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.

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 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is based in Downers Grove, Illinois. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

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.

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.

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.

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.

Patricia Reilly is a financial advisor at William Blair with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at William Blair & Company L.L.C. since 1989. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients. The firm employs an active, research-driven approach across equities, fixed income, and alternative strategies, providing proprietary model portfolios and access to private funds and co-investment opportunities.

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.

Michael Wapner is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and eight years of industry experience. He has worked at Kestra Advisory and Kestra Investment Services since 2017 and previously was with Utopia Green Consulting from 2011 to 2017. Outside of his advisory role, he serves as a member of the Board of Trustees and Board Secretary for Park Ridge Friends of the Parks. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse client base including institutional and individual investors. The firm offers services ranging from fiduciary consulting and plan design to advisor-managed accounts and acts as an ERISA fiduciary where applicable.

Jacob Lee is a financial advisor at Primerica Advisors with seven years of industry experience. He holds a Series 66 designation and has previously worked at Guardian Life Insurance Company, Prudential Insurance Company of America, Pruco Securities, LLC, and Axa Advisors, LLC. Outside of his advisory role, he is involved in insurance activities beyond Guardian. Primerica Advisors serves a broad retail client base, offering both brokerage and advisory services along with financial and retirement planning. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account-level services, including lending solutions and tax-harvesting features.

Vincent Allegra is a financial advisor with Creative Planning, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Prior to joining Creative Planning in 2023, he worked for Mesirow Financial, Inc. for 19 years. Outside of his advisory role, Allegra serves on the boards of Choose DuPage and Hinsdale Swim Club, contributing to community development and local recreational activities. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, and retirement plans. The firm employs a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental portfolio management techniques and integrated retirement plan services.

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.

Luis Markin is a financial advisor with Fifth Third Securities, Inc. in Lemont, IL, holding Series 63 and Series 66 credentials and 18 years of industry experience. His career includes roles at Merrill, Bank of America, JP Morgan Securities LLC, and JP Morgan Chase Bank. Markin has been with Fifth Third Securities and Fifth Third Bank since 2018. Fifth Third Securities, Inc. serves a diverse range of clients including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers on the Passageway Managed Account platform, with a focus on customized risk profiles and strategies such as mutual fund/ETF models, SMA strategies, tax-overlay services, and direct indexing.

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.

Edward Dunphy is a financial advisor at William Blair with 33 years of industry experience. He has been with William Blair & Company since 2013 and holds the Series 63 and Series 65 designations. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven investment approach across multiple asset classes and offers proprietary models and access to private funds and co-investment opportunities.