Sean Temperly is a CFP® professional with 15 years of industry experience, currently serving at Fifth Third Securities, Inc. in Chicago, IL. He has been with Fifth Third Securities since 2010 and with Fifth Third since 2009. Outside of his advisory role, he is president of Seatim LLC, a private investment pool. 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 provides multiple discretionary managed-account options and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features including direct indexing and an optional tax-overlay service.

David Farra is a financial advisor with Eagle Strategies (NY Life) based in Downers Grove, IL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been affiliated with New York Life Insurance Company since 2009 and with Eagle Strategies since 2016. Outside of his advisory role, he serves as Chairman of the Board of the Ray Graham Association, which supports individuals with disabilities and their families in Du Page County. Eagle Strategies offers financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, institutional clients, and plan sponsors. The firm’s approach includes multiple program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.

Geoffrey Brown is a CFP® with eight years of experience in the financial industry. He is currently with Mariner Wealth Advisors and previously worked at Kovitz Securities, Kovitz Investment Group Partners, JMG Financial Group, and Northern Trust Company. Mariner serves a diverse range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal management team and external managers, and provides integrated tax, accounting, and family office services uncommon in large advisory enterprises.

Deborah Hinten is a CFP®-designated financial advisor with 39 years of industry experience, currently affiliated with Lincoln Investment since 2011. She also serves as President of Consolidated Financial Resources, Inc., a role she has held since 1982. Outside of her advisory work, she is involved in administrative and management roles for several family-owned businesses, including a skin wellness product line and construction-related companies. Lincoln Investment Planning, LLC is a large enterprise firm serving a broad client base that includes individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management, supported by an in-house Investment Management & Research team and a network of third-party managers.

Nicholas Shane is a financial advisor with Lincoln Investment, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Agia, Valic Financial Advisors, Barclays Capital Inc., Credit Suisse Securities, and Lehman Brothers. Outside of advising, he is involved as an agent for non-securities insurance products through Agia. Lincoln Investment Planning, LLC serves a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a long-standing focus on educators and 403(b) and 457(b) program participants. The firm provides financial planning, portfolio management, and utilizes an in-house Investment Management & Research team to develop strategic model portfolios and adaptive investment strategies.

James Beverley is a CFP® and ChFC® with 29 years of experience in the financial industry. He is currently a financial advisor at Kestra Advisory and BlueLake Wealth Advisors, with prior experience at Partners Wealth Management. Outside of his advisory work, Beverley serves as an assistant wrestling coach at Montini Catholic High School and holds board positions with Reclaim 13 and his residential townhome association. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan design, and employee education among other services. The firm serves a broad client base, including large institutional investors, and offers access to multiple management platforms and third-party solutions.

Elvira Aldana is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has worked at American Equity since 2022 and has been with Transamerica Financial Advisors and Wfgia since 2016 and 2015, respectively. Aldana is also the president and CEO of Aldana Financial Group LLC, which provides management and sales of life, annuities, long-term care, and health disability insurance products. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm’s advisory model primarily uses model portfolios and third-party managers, supported by multiple program platforms such as Transamerica ONE and TFA365, with regulatory assets under management of about $1.7 billion.

Michael Roberts is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. His prior roles include a one-year position at Northern Trust and four years at the University of Wisconsin-Madison. 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 approach with an emphasis on low-cost indexing and offers a range of supplemental strategies alongside affiliated legal, trust, and retirement plan service businesses.

Steven Podgorski is a financial advisor with Lincoln Investment in Lombard, IL, holding Series 63 and Series 66 registrations and 19 years of industry experience. He has been with Lincoln Investment since 2016 and also operates Aspire Financial Group, servicing legacy insurance accounts. Podgorski maintains a liability protection entity for personal asset management. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm emphasizes advisor-led consulting supported by in-house investment research and utilizes model portfolios, third-party managers, and fiduciary services for ERISA/retirement advice.

Kevin Martin is a financial advisor with Principal Financial Services, holding Series 65 and Series 63 licenses and five years of industry experience. His background includes roles at Principal Life Insurance Company and Principal Securities, Inc., as well as prior experience in education and community-related positions. 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 through various advisory and promoter arrangements.

Matthew Horne is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Fifth Third Securities and Fifth Third Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, and its scale and market roles include in-house research, swap dealing, and futures commission merchant activities.

Snigdha Adhikari is a financial advisor at Principal Financial Services with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at firms including The Prudential Insurance Company of America and Aegis Capital Corp. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, and charitable organizations. 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.

Justin Draper is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Citigroup since 2017 and previously held roles at J.P. Morgan Securities and JPMorgan Chase Bank NA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and is notable for its large institutional scale and unique market roles, including derivatives and futures services.

Jerry Parker Jr. is an advisor at Fifth Third Securities, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Bank NA since 2014. He is currently based in Mokena, Illinois. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through both investment advisory and brokerage services. The firm offers various managed account programs via the Passageway platform, utilizing third-party portfolio managers and multiple investment strategies.

George Pantazis is a CFP® professional with 26 years of industry experience. He currently works at Lincoln Investment and previously held roles at Charles Schwab & Co., ICMA Retirement Corporation, and several other firms. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a broad range of clients, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, with investment strategies developed by an in-house research team and delivered through a combination of advisor-led and firm-managed solutions.

Tracy McMahon is a CFP® professional with eight years of industry experience. She has been with Mariner Wealth Advisors since 2018 and previously worked at JMG Financial Group, LTD from 2016 to 2018. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and private funds, providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party managers, with notable integration of tax and accounting services uncommon for a firm of its size.

John Kaldis is an advisor at Fifth Third Securities, Inc. with four years of industry experience. He holds the Series 63 and Series 65 designations. Kaldis has been with Fifth Third Securities since 2021 and has a longer tenure with Fifth Third Bank starting in 2016. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients across both advisory and brokerage channels. The firm offers multiple investment programs through the Passageway Managed Account platform, combining third-party portfolio managers and various strategies such as mutual funds, SMAs, and direct indexing.

Shawn Wears is a CFP® professional with 19 years of industry experience, currently serving at Lincoln Investment since 2014. His prior roles include positions at Cambridge Investment Research Advisors, Guggenheim Investments, and Rydex Advisory Services. Outside of his advisory work, he is involved as the President of Wears Financial Corp and manages a personal real estate investment business. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management through model portfolios, and access to third-party managers, supported by an in-house Investment Management & Research team that develops strategic and adaptive model portfolios.

Chantay Moore is a financial advisor with Transamerica Financial Advisors, holding Series 63, 65, and 66 credentials and 17 years of industry experience. She has been with Transamerica Financial Advisors for 10 years and previously worked at Ameriprise. Outside of her advisory role, she is involved in community and educational activities, including serving as a board member for the American Indian Center of Chicago and Chicago Women in Trades, and founding Native American Financial Literacy Services, which conducts financial literacy workshops. Transamerica Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a combination of advisory and broker-dealer services, providing proprietary and third-party managed investment programs through both discretionary and non-discretionary platforms.

Michael Brown is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Citigroup Global Markets since 2018. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, NA. Outside of his advisory role, he owns a rental property in Downers Grove, IL. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including derivatives and futures services.