Michael Muersch is a financial advisor with Principal Financial Services in Downers Grove, IL, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 2008. He is also involved in health and fixed life insurance brokerage activities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and business entities. 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.

Jesus Olmedo is a financial advisor with TIAA-CREF and holds Series 63 and Series 66 licenses. He has 16 years of industry experience, including prior roles at J.P. Morgan Securities and JPMorgan Chase Bank. Olmedo has been with TIAA-CREF since 2018. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm combines point-in-time planning services with ongoing managed account programs that utilize model or customized portfolios, and it acts as adviser to a donor-advised fund.

Robert Courser is a CFP® professional with 31 years of experience in the financial industry. He has worked at Brookstone Capital Management since 2020 and was previously with Kalos Capital, Inc. for 11 years. Outside of his primary advisory role, he is involved with Ron Courser & Associates, where he provides financial advisory services including the sale of fixed insurance and securities products. Brookstone Capital Management is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions. The firm delivers investment management primarily on a discretionary basis through model portfolios, unified managed accounts, and separately managed accounts, supported by a large advisor network and a turnkey asset management platform.

Bart Newman is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at IAMS Wealth Management and Secure Investment Management. Outside of his advisory role, Newman has been an independent insurance agent since 2004 and serves as a football official and assignor for the Dukane conference. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, and institutional clients such as sovereign wealth funds and banking institutions. The firm delivers investment management primarily on a discretionary basis through model portfolios, unified managed accounts, and separately managed accounts, and supports a large advisor network with back-office and turnkey asset management platform services.

Michael Kreger is a CFP®-certified financial advisor at Lincoln Investment with 19 years of industry experience. He previously worked at VALIC Financial Advisors for 12 years and Agia for 4 years. Outside of advising, he is an agent involved in non-securities insurance products. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house investment management team that constructs model portfolios and adaptive strategies.

Christian Wathen is a financial advisor with TIAA-CREF in Wheaton, IL, holding Series 65 and Series 63 licenses and bringing 25 years of industry experience. He has been with TIAA-CREF and TIAA since 2014. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with ties to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm provides separate broker-dealer services and manages a donor-advised fund, employing a fiduciary standard with various managed account options.

Samuel Pollack is a financial advisor at Guardian Life and Park Avenue Securities LLC with a Series 66 designation and three years of industry experience. His background includes positions at CliftonLarsonAllen, LLP and FGMK, LLC, as well as founding a tax preparation service, SP Tax Services, LLC. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, pension plans, charitable organizations, and corporate clients, utilizing a range of proprietary and third-party investment programs.

Joseph Dowling is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and 14 years of industry experience. He has been with Brookstone since 2016. Outside of his advisory role, he serves as an Independent Insurance Producer and teaches community education courses at Joliet Junior College. Brookstone Capital Management offers fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs a range of investment strategies including strategic and dynamic asset allocation models, Unified Managed Accounts, and options-enhanced strategies, and it acts as both a primary advisor and sub-advisor through its turnkey asset management platform.

Cristopher Valladares is a financial advisor at PNC Wealth Management with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Edward Jones and J.P. Morgan Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that utilizes algorithmic risk assessment and implements investments via approved strategies with mutual funds and ETFs.

Johnathan Ellison is a Series 66-licensed financial advisor with six years of industry experience. He currently works at Citigroup Global Markets and has previously held roles at several firms including Morgan Stanley, E*Trade Capital Management, and JPMorgan Chase Bank. Citigroup Global Markets serves a diverse client base ranging from workplace and high-net-worth individuals to ultra-high-net-worth segments. The firm offers a range of investment advisory programs and execution services, implementing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.

Jason Lackner is a financial advisor with The Huntington Investment Company in Naperville, IL, holding a Series 66 credential and eight years of industry experience. His prior roles include positions at Bank of America, Merrill, BMO Harris Bank, and Busey Bank. Outside of his advisory work, he owns and manages a rental property. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services. The firm employs an open-architecture investment model combining third-party and proprietary portfolio management solutions.

Daniel Ogrodny is a financial advisor at Mariner with two years of industry experience. He holds a Series 65 designation and has worked at Mariner Wealth Advisors since 2021, following prior roles at Arlington Wealth Management and The Planning Group. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering customized investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with third-party manager allocations and provides integrated tax and accounting services uncommon among large advisory enterprises.

Jason Williams is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has three years of industry experience, including roles at Northwestern Mutual and Park Avenue Securities. His career also includes a long tenure at Travelers Insurance prior to his financial advisory positions. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individual and institutional clients with brokerage, financial planning, retirement consulting, and advisory programs. The firm combines proprietary and third-party investment strategies and offers both discretionary and non-discretionary advisory services.

Jordan Beadle is a financial advisor at Mariner Wealth Advisors with three years of industry experience. He holds a Series 65 designation and has been with Mariner since 2018, including the firm's current Oakbrook Terrace, IL office. Prior to joining Mariner, he worked at VS Technology, Inc. Mariner serves a diverse client base, including individuals, trusts, and institutional accounts, offering investment management, financial planning, retirement consulting, and tax services. The firm combines customized discretionary portfolios with in-house research and third-party managers, and it integrates tax and accounting services along with administrative family office and financial wellness capabilities.

Kevin Mc Kay is a financial advisor with Principal Financial Services, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has three years of industry experience, with prior roles at Northwestern Mutual, New York Life, and LPL Enterprise. Outside of his advisory work, he has engaged in fixed life insurance and long-term care insurance sales. 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 provides financial planning, retirement consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Allison Kollar is a CFP® with 17 years of industry experience. She is currently with Focus Partners Wealth, LLC and previously worked at Bordeaux Wealth Advisors and Brownson, Rehmus & Foxworth, Inc. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm employs a long-term investment approach using a blend of active and passive strategies, quantitative and fundamental analysis, and integrates legacy strategies across its portfolio management.

Jennifer Santucci is a financial advisor at William Blair with 33 years of industry experience. She holds Series 63 and Series 65 designations and has been with William Blair & Company L.L.C. since 1988. 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 equities, fixed income, and alternatives, and provides proprietary models and access to private funds and co-investment opportunities.

Mark Perkins is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been a principal at Perkins & Zayed, a law firm specializing in estate planning, since 1999. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm delivers investment management primarily through discretionary model portfolios, unified managed accounts, and separately managed accounts, supporting a large advisor network with turnkey asset management and wrap-fee programs.

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.