Ashlynne Pala is a CFP® and Series 65 licensed advisor with five years of industry experience. She currently works at Waverly Advisors, LLC and previously spent five years at StrategIQ Financial Group, LLC. Ashlynne’s background includes roles outside of financial services, such as positions at The Pint and Purdue University. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and provides services including financial planning, retirement consulting, and multi-family office solutions.

Roland Szilard is a financial advisor with Valic Financial Advisors in Olympia Fields, IL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Valic Financial Advisors since 2006 and is also affiliated with Agia since 2022. Outside of his advisory role, Szilard serves as a board member involved in organizing youth soccer training and play activities and acts as a youth soccer referee. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages approximately $29.2 billion and utilizes centralized technology and model solutions to support its client base of nearly 300,000 across more than 1,200 advisors.

Anthony Carter is a financial advisor at Voya Financial Advisors, Inc. with the ChFC® designation and four years of industry experience. His prior roles include positions at Charles Schwab Bank, Merrill, J.P. Morgan Securities, Baird, and Fidelity Investments. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a variety of financial planning and portfolio management services through multiple program structures, emphasizing recommendation-based, non-discretionary arrangements.

Timothy Mckenna Jr is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked with firms including LPL Financial, LLC and Independent Financial Partners. In addition to his advisory roles, he manages Harvest Financial Planning, Inc., a business entity established for tax and investment purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes various investment strategies and technology platforms to assist clients in achieving their financial goals.

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.

Ahmad Kashani is a financial advisor with Commonwealth Financial Network in Merrillville, IN, holding a Series 63 designation and 43 years of industry experience. He previously worked for MetLife Securities Inc. and Metropolitan Life Insurance Company for 40 years before joining Commonwealth and Wellinvest Partners in 2017. Outside of advisory services, he is a co-owner of Kmen Group LLC, an entity involved in managing commercial real estate. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support, enabling advisors to offer customized portfolio solutions and discretionary model portfolios.

Bryan Laverman is a financial advisor with Private Advisor Group, LLC and holds the Series 66 designation. He has 26 years of industry experience, including prior roles at LPL Financial and Concourse Financial Group Securities, Inc. Laverman also operates a notary public service for form requirements in his office. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model, utilizing technology platforms and a range of investment strategies, often implementing advice through third-party managers and TAMPs.

Nicholas Perazzolo is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Harvest Financial Partners, LPL Financial, LLC, and Victoria Supply, Inc. He also serves as a notary in addition to his advisory activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing a range of investment strategies and technology platforms, and provides access to proprietary and third-party managed account solutions.

Nacor Martinez is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank in 2024, he worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank for over a decade. 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 combines bank affiliation with municipal-advisor registration and provides access to various managed-account programs, including advisor-directed models, separately managed accounts, and direct indexing options.

Lisa Crawford is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has worked at Valic Financial Advisors since 2013 and also serves as an agent for Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Mark Dehaan is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Dehaan has been with Fifth Third Securities since 2018 and has worked at Fifth Third Bank since 2016. Fifth Third Securities serves a wide range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple managed account programs via the Passageway platform, utilizing various portfolio management strategies and serving both high-net-worth individuals and business entities.

Jeffrey Grenchik is a CFP® with 10 years of industry experience, currently with Private Advisor Group, LLC since 2022. Prior to that, he worked at OFM Wealth from 2016 to 2022. He provides investment advice under the business name Harvest Financial Planning, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model and utilizes technology platforms and third-party managers to implement tailored investment strategies.

Christopher Crull is a Certified Financial Planner (CFP®) with 21 years of industry experience. He has been with Fifth Third Securities, Inc. and its parent company, Fifth Third Bank, since 2004. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, combining its municipal-advisor registration with corporate affiliation to a large bank.

Chad Mast is a CFP® professional with 13 years of industry experience. He currently works at Private Advisor Group, LLC and has previously been associated with Independent Financial Partners and LPL Financial. In addition to advisory services, he is a managing member of Harvest Tax & Consulting, LLC and holds a notary commission. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model and utilizes a variety of investment strategies and technology platforms, combining both proprietary and third-party solutions.

Daniel Mckenna is a CFA® charterholder with 11 years of industry experience. He is currently affiliated with Private Advisor Group, LLC and LPL Financial, having previously worked at First Trust Portfolios L.P. for nine years. Mckenna provides administrative support to Private Advisor Group as part of his business activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions including its proprietary WealthSuite and third-party programs. The firm employs a fiduciary-based advisory model, utilizing a range of investment strategies and technology platforms while often implementing advice through third-party managers.

Melanie Chakos is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2022 and Fifth Third Bank since 2018. Outside of her advisory role, Melanie is involved with Untangled Hope, an online e-learning venture. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services, offering multiple program types and third-party portfolio managers on its Passageway Managed Account platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and manages approximately $10.9 billion in assets with a broad client base.

Paul Franco is a financial advisor at Voya Financial Advisors, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Voya since 2016. Franco also serves as an adjunct instructor at Calumet College of St. Joseph, where he has taught business and psychology courses since 1989. In addition to his advisory role, he operates as an independent insurance agent and is president of TAT Associates, LLC, a financial services firm. Voya Financial Advisors, Inc. serves a wide range of clients including individuals, institutions, retirement plan sponsors, and charitable organizations. The firm provides services such as financial planning, portfolio management, and plan-sponsor consulting through various program structures, with a predominance of non-discretionary advisory relationships.

Roger Herrera IV is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Hornor Townsend & Kent since 2017 and previously was employed by Ameriprise Financial Services, Inc. Additionally, Herrera supports life insurance sales and services as a regional internal marketing representative for Penn Mutual Life Insurance Company. Outside of finance, he works part-time operating a customized photo booth for private events. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, with a dual SEC and FINRA registration, and manages multi-billion-dollar assets through a network of advisers and third-party asset managers.

Cameron Kashani is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 15 years of industry experience. He has worked at Wellinvest Partners since 2017 and was previously with MetLife Securities, Inc. from 2012 to 2017. Outside of his advisory role, he owns Wellinvest Partners, LLC, a private entity facilitating securities, advisory, and insurance business. 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 support services, including wealth management and retirement plan consulting, while allowing advisors discretion to construct client portfolios from diverse securities and insurance products.

Brandon Hanenburg is a financial advisor at Transamerica Retirement Advisors, LLC with three years of industry experience. He holds the Series 66 designation and has worked at Transamerica Investors Securities Corporation and Transamerica Life Insurance Company since 2023. Prior to that, he held roles at Thrivent Financial and Thrivent Investment Management. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education services. The firm’s investment approach relies on Morningstar Investment Management for portfolio construction and oversight, servicing a large client base primarily through non-discretionary asset management.