Erik Hoeflinger is a financial advisor with Principal Financial Services in Downers Grove, IL, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Principal Securities and Principal Life Insurance, along with time spent in full-time education and various positions outside the financial industry. He is also involved in outside insurance sales, focusing on fixed annuities and life, disability, and long-term care insurance products through multiple carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. 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.

Joseph Tabet is a financial advisor at William Blair with five years of industry experience. He holds a Series 66 designation and has worked at William Blair since 2021. Prior to his current role, his work history includes positions at World of Beer, Local Tree Tech, and Alaska Pacific Seafoods. William Blair’s Private Wealth Management division provides 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 alternative strategies, offering proprietary models and access to private funds through its MB Investments Program.

Anthony Gurrieri is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His career includes roles at WealthWave, LSPN Pro, Apollo Agency, and several other firms. He is involved with the Heartland Institute for Financial Education as a registry instructor. Transamerica Financial Advisors, LLC serves a broad client base including individuals, retirement plans, trusts, and businesses. The firm employs a model-driven investment approach using proprietary and third-party portfolios, supported by a large advisor network and multiple program platforms.

John Cultra is a CFA® charterholder with 28 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, and corporate clients, employing an active, research-driven approach across equities, fixed income, and alternative strategies.

John Christopher is a financial advisor with Eagle Strategies (NY Life) based in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Eagle Strategies since 2016 and is also involved with Christopher Financial Group, LLC, Mahoney Financial Organization LLC, and Exodus Business Strategies LLC. Christopher serves as a board member of the Medinah Country Club. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse clientele including individual investors, institutional plans, and charitable organizations. The firm delivers tailored advice through various program types, emphasizing non-discretionary asset management and integrated advisory services within the New York Life affiliate structure.

Jennifer Frahm is a financial advisor at Empower Advisory Group with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been associated with GWFS Equities, Inc. and Great West Life & Annuity Insurance Company since 2009. Outside of her advisory role, she teaches financial fluency to high school students and medical students at the University of Illinois Medical School through her initiative, Intentional Investment Education. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

William Mc Carty IV is a financial advisor at Fifth Third Securities, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Fifth Third Bank and Fifth Third Securities since 2023, following prior roles at Charles Schwab and First Trust Portfolios. Outside of his advisory work, he engages in personal item sales on eBay and Facebook Marketplace. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs through its Passageway Managed Account Program and operates as a wholly owned subsidiary of Fifth Third Bank, combining bank affiliation with a broker-dealer and SEC-registered investment adviser structure.

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.

Mark Rodgers is a financial advisor with Concurrent Investment Advisors, LLC based in Chicago, IL, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His work history includes roles at Purshe Kaplan Sterling Investments, BMR Retirement Group, and Raymond James Financial Services, among others. Outside of his advisory work, Rodgers is a 50% owner of Drai's 1512 LLC, which owns the office property leased to BMR Retirement Group. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios using ETFs, mutual funds, and other securities, supported by extensive due diligence, strategic asset allocation, and a range of operational tools and third-party services.

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.