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.

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.

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.

Darryl Liu is a financial advisor at Eagle Strategies (NY Life) with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2018. Outside of his advisory role, Liu is engaged in freelance photography, taking on occasional paid assignments. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with most assets managed on a non-discretionary basis.

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.

Brian Swerdlow is a financial advisor with Brookstone Capital Management LLC in Schaumburg, IL, holding Series 63 and Series 65 registrations and eight years of industry experience. He has been associated with Anchor Financial Advisors, LLC since 2013. Outside of his advisory role, he has been involved in insurance and annuity sales since 2009 and works with estate planning documents since 2019. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and 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, and provides sub-advisory and model portfolio services to outside RIAs.

Gregory Kojak is a financial advisor at Commonwealth Financial Network with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been operating Kojak Capital since 2004 alongside his role at Commonwealth. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, third-party asset manager access, and custody services.

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.

Tanner Testerman is a financial advisor at Brookstone Capital Management LLC with one year of industry experience. He holds a Series 65 designation and has prior work history at Millennium Trust Company, Topco, Menards, Shinebright, MCL, and Aurora University. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base, including individuals, retirement plans, corporations, charitable organizations, registered investment advisers, sovereign wealth funds, and banking institutions, offering investment management primarily on a discretionary basis through various model portfolios and managed accounts.

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.

Scot Peterson is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 credentials and bringing 42 years of industry experience. He has been with Benjamin F. Edwards since 2013. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of wrap programs and investment strategies managed internally and with third-party managers, supported by several hundred advisors and tens of billions in assets under management.