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.

Darryl Rosen is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and 10 years of industry experience. He has worked at Brookstone Capital Management since 2016 and also has a concurrent role at Rose Advisory Group since 2015. Outside of advisory work, he is involved in insurance sales through multiple carriers. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm offers discretionary portfolio management through a turnkey asset management platform and employs a range of investment strategies, including strategic and dynamic asset allocation models, Unified Managed Accounts, and options-enhanced strategies.

Milan Selakovic is a financial advisor at Mariner with a Series 65 designation and less than one year of industry experience. His prior work includes roles at Savant Wealth Management and various positions outside the financial services industry. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs a discretionary, customized investment approach supported by in-house research and third-party managers, with additional capabilities in tax integration and financial wellness services.

Peter Korbakes is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 licenses. He has 10 years of industry experience and has been affiliated with Eagle Strategies since 2021. In addition to his advisory work, he owns Far and Sure Golf Tours LLC, which facilitates golf trip planning to Ireland, Scotland, and England through partnerships with international golf courses. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm provides tailored advisory solutions across multiple program types and manages a substantial asset base primarily on a non-discretionary basis.

Craig Janus is a CFP® with 15 years of industry experience and is currently with Rockefeller Financial LLC. His prior experience includes roles at Whitnell & Co. from 2007 to 2021 and Rockefeller & Co. from 2021 to 2023. He is involved with the Financial Planning Association of Illinois, where he provides educational seminars to financial planning professionals as part of the West Suburban Board. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, and family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services and operates as a registered broker-dealer that provides securities transactions, insurance products, and placement and investment banking services.

Michael Relyea is a financial advisor at Schwab Wealth Advisory with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior firms include National Life Group, Allstate Insurance Co, and SEI Investments Management Corp. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on standard asset-allocation models and internal research tools, with recommendations tailored to client goals and risk tolerance.

Armando Martinez is a financial advisor at PNC Wealth Management with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Northern Trust Securities, Northern Trust Bank, and Zacks Investment Management. Martinez is based in Chicago, IL. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, algorithm-driven digital investment platform for employees that uses mutual funds and ETFs with annual rebalancing.

Fred Rutler III is a financial advisor with Creative Planning in Oak Brook, IL, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. His prior roles include six years at Lockton Investment Advisors, Lockton Financial Advisors, and Lockton Companies. Rutler has been with Creative Planning since 2021. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by private market exposure and tax-efficient techniques.

Adam Helwich is a financial advisor at Brookstone Capital Management LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Brookstone since 2015. Outside of his advisory work, he owns an independent insurance agency focused on fixed insurance products. Brookstone Capital Management is an SEC-registered adviser serving a diverse client base, including individuals, retirement plans, corporations, charitable organizations, 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.

Denise Delaney is a Series 66 licensed financial advisor with seven years of experience. She is currently with PNC Wealth Management and has previous experience at Edward Jones, Bank of America, and Merrill Lynch. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend risk bands and employs mutual funds and ETFs with annual rebalancing.

Stephen Schneider is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He previously worked at Merrill for 18 years before joining Citigroup in 2024. Schneider holds Series 63 and Series 66 licenses and serves as an adjunct faculty member teaching online finance courses at Southern New Hampshire University. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, providing comprehensive advisory, execution, and custody services.

Clayton Eaton is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has 12 years of industry experience, all with T. Rowe Price since 2013. T. Rowe Price Advisory Services offers a retirement-focused advisory program that combines nondiscretionary financial planning, retirement income planning, and discretionary investment management. The firm serves individual investors and households, utilizing model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, with features such as tax-aware rebalancing and Monte Carlo-based retirement income projections.

Kimberly Riewerts is a financial advisor at Creative Planning with 20 years of industry experience. She holds the Series 66 designation and has been with Creative Planning since 2014. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by additional approaches such as direct indexing and tax-loss harvesting.

Scott Schmidt is a financial advisor with Sanctuary Advisors, LLC in Chicago, IL, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at David A. Noyes & Company, Fifth Third Securities, and Meritus Capital Management. Outside of his advisory work, he is a partner at Schmidt and Lerner, LLC, a law firm where he dedicates time to reviewing legal work and providing advice. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a broad range of investment strategies managed by its network of over 400 independent advisers and employs multiple analytical approaches while acting as a fiduciary when agreements are in place.

Brian Respeliers is a CFA® charterholder with six years of industry experience. He is currently with Citigroup Global Markets in Chicago, having joined in 2026 after eight years at Northern Trust and three years at Legal and General Investment Management America. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Lisa Hanley is a financial advisor at Lincoln Investment with one year of industry experience. She holds a Series 66 designation and previously worked at James Noe and in roles outside the financial services industry, including media companies Jun Group and Bazaarvoice. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting with a strategic investment approach supported by an in-house Investment Management & Research team and multiple third-party managers.

Michael Loizzi III is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2021. He previously worked for Whitnell & Co. from 2005 to 2021. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutions, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating as both an investment adviser and a registered broker-dealer with capabilities in securities transactions, insurance products, and investment banking.

Chandra Federle is a financial advisor at Rockefeller Financial LLC with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including UBS Financial Services, Merrill, Bank of America, and Rockefeller Capital Management. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services and operates as a registered broker-dealer, providing access to securities transactions, variable insurance products, and investment banking services.

Brian Keeley is a CFA® charterholder affiliated with Sanctuary Advisors, LLC. He has over 20 years of experience, having worked at Gamco / Keeley-Teton / Keeley Companies from 2006 to 2026 before joining KZ Private Wealth. Keeley holds the Series 63 license and is based in Chicago, IL. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan consulting, and utilizes a range of analytical approaches, managing accounts on both discretionary and non-discretionary bases.

Sanel Duranovic is a CFP® professional with 13 years of industry experience, currently serving at Schwab Wealth Advisory, Inc. He has worked previously at Charles Schwab & Co., Transamerica, CitiGroup, USAA, and Merrill. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on standardized asset-allocation models and internal research tools, with tailored recommendations and annual reviews aligned to client goals and risk tolerance.