Luis Markin is a financial advisor at Fifth Third Securities, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fifth Third Securities and Fifth Third Bank since 2018. His prior experience includes roles at Merrill, Bank of America, and JP Morgan. Fifth Third Securities serves a diverse range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types, including mutual fund and ETF models, separately managed accounts, and direct indexing, delivering its investment solutions via the Passageway Managed Account Platform.

Colin Milet is a financial advisor at William Blair with a Series 66 designation and two years of industry experience. He has worked at William Blair since 2022 and has prior experience with Team Enterprises, Juscollege/All Roads Travel, and the University of Illinois Urbana-Champaign. 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 approach across multiple asset classes and offers access to private funds and co-investment opportunities through its MB Investments Program.

Glenn Georgantas is a financial advisor at Citigroup Global Markets with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial and Harris Investor Services Inc. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs along with execution and custody services. The firm is notable for its large institutional scale and specialized market roles, including acting as a swap dealer and futures commission merchant.

Benjamin Rogina is a financial advisor with Lincoln Investment in Joliet, IL, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Lincoln Investment, he has worked in warehouse logistics at Amazon and assists with operations at Rogina Engineers & Surveyors LLC. 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 offers financial planning, consulting, and portfolio management through a combination of advisor-managed and firm-managed model portfolios, supported by an in-house investment management team and third-party managers.

Cynthia Walters is a Series 66-licensed financial advisor with 11 years of industry experience. She has worked at Fifth Third Securities and Fifth Third Bank since 2019, and previously held roles at LPL Financial and First Midwest Bank. Outside of her advisory work, she is an owner of a residential rental business. 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 combines its municipal-advisor registration with its affiliation to Fifth Third Bank to provide a range of discretionary managed-account programs and access to unique features such as direct indexing and tax-overlay services.

Michael Kruchten is a CFP® with 28 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and is co-owner of Pursuit Wealth Group, LLC, as well as Compass Tax Advisors, LLC, which provides tax preparation services. His prior experience includes roles at LPL Financial and First Midwest Bank. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs, wealth management, and retirement plan consulting services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction alongside model portfolios managed by Commonwealth’s Investment Management and Research team.

Angela Burdelik is a financial advisor at William Blair with 29 years of industry experience. She holds Series 63 and Series 65 designations and has been with William Blair & Company L.L.C. since 1992. Based in New Lenox, IL, she has spent her entire career at the firm. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm utilizes active, research-driven management across multiple asset classes and provides clients access to proprietary models, third-party sub-managers, and private investment opportunities.

Craig Horvath is a financial advisor with Integrated Wealth Concepts LLC in Joliet, IL, holding CFP® and ChFC® designations and over 29 years of industry experience. He has previously worked with LPL Financial and Level Four Advisory Services. Horvath is involved in insurance agency activities and serves as a non-variable insurance agent. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and consulting services, utilizing customized portfolios with a long-term approach and employing internal management alongside third-party managers.

Andrew Freeman is a financial advisor with Principal Financial Services, holding a Series 66 designation and 19 years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance Co. since 2013. In addition to his advisory role, Freeman serves as a bank officer at Principal Bank and Trust Company, supporting retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Nicholas Pagliai is a financial advisor with Lincoln Investment in Joliet, IL, holding Series 66 and Series 63 licenses and nine years of industry experience. He has previously worked at firms including Northwestern Mutual Investment Services LLC, Merrill Lynch Pierce Fenner and Smith, and Fifth Third Bank. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base that includes individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning and portfolio management with a range of advisor-managed and firm-managed model portfolios and employs an in-house Investment Management & Research team to construct strategic investment solutions.

Diane Sewing is a financial advisor at Lincoln Investment with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with The Voyager Group, Ltd. since 2006. Outside of her advisory role, she co-chairs worship and spiritual life at Trinity Lutheran Church and serves on the Village of Elwood Parks & Recreation Committee. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base, including individuals, trusts, charities, and retirement plans. The firm employs a strategic investment approach through its in-house Investment Management & Research team, offering model portfolios and advisor-led consulting tailored to client objectives.

William Hammond is a ChFC®-designated financial advisor with 33 years of industry experience. He is currently with Private Advisor Group, LLC and has previously worked at firms including T2 Asset Management and Woodbury Financial Services. Outside of his advisory work, he provides tax advice and tax preparation services under Hammond Capital Management Ltd, separate from his investment advisory role. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing both proprietary and third-party investment strategies and technology platforms.

Frank Palmasani is a financial advisor with Lincoln Investment in Joliet, IL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes long-term roles at Sourcebooks and Great American Advisors, Inc., as well as over three decades at Hinsdale South High School. He has worked with Lincoln Investment for 16 years. Lincoln Investment Planning, LLC serves a broad client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a focus on educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house Investment Management & Research team that constructs strategic model portfolios and employs third-party managers.

Amy Montgomery is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and 20 years of industry experience. She has worked at LPL Financial from 2013 to 2022 and has been with Pursuit Wealth Group and Commonwealth Financial Network since 2022. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a variety of advisory programs and services, including custom portfolio solutions and retirement plan consulting, while supporting affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Datta Prasad Janamanchi is a financial advisor at Integrity Alliance, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Transamerica Financial Advisors, Inc. and World Financial Group, INC. Outside of his advisory role, he is involved in life and health insurance sales through multiple business activities. Integrity Alliance serves a broad client base including individual investors, corporations, and qualified retirement plans. The firm manages approximately $5.4 billion in client assets through a large network of advisors, offering a variety of portfolio management and financial planning services alongside third-party manager referrals.

Adam Provance is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 18 years of industry experience. He previously worked at First Midwest Bank and LPL Financial, both from 2013 to 2022, and is a co-owner of Compass Tax Advisors, LLC, which provides tax preparation services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors. The firm offers a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Jessica Martin is a financial advisor with Commonwealth Financial Network in Joliet, IL, holding a Series 66 designation and three years of industry experience. Her prior experience includes roles at Stifel Independent Advisors, LPL Financial, and Clifton Larson Allen. Outside of advisory work, she is involved in tax preparation through JRM Consulting. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, including customized portfolio solutions and third-party asset manager access. The firm supports its advisors with operations, technology, compliance, and investment management services.

Chad Humphrey is a CFP® professional with 19 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has held positions at Raymond James Financial Services and LPL Financial, among others. His background includes roles in both advisory and insurance sectors. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting, employing a strategic investment process that combines passive and active management supported by quantitative and fundamental research.

Jacqueline Ibarra is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and having 16 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that focuses on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm employs a centralized due diligence process combining quantitative and qualitative research and incorporates ESG considerations in its recommendations.

Marie Knorr is a CFP® professional with 24 years of experience in the financial services industry. She currently works at LPL Financial and has held prior roles at Wayne Hummer Investments and Lincoln Investment. Outside of her advisory work, she is involved with several business ventures including Knorr Enterprises and KPT LLC, as well as providing tax preparation and accounting services through Trupoint Tax Service. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions that include model portfolio programs, third-party asset management, and institutional platforms.