Paul Casazza is a financial advisor at Creative Planning with 19 years of industry experience and holds a Series 66 designation. His prior roles include positions at The Orchard Group, Dashboard Wealth Advisors, and Raymond James Financial Services. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and integrated retirement plan services.

Steven Doyle is a financial advisor at &Partners in Naperville, IL, holding Series 63 and Series 66 licenses with 11 years of industry experience. Prior to joining &Partners in 2025, he worked at Wells Fargo Clearing Services LLC for six years and Calamos Financial Services LLC for five years. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of investment management and advisory services using a combination of proprietary and third-party strategies, supported by the Envestnet portfolio platform and NFS brokerage infrastructure.

Joshua Suevel is a Series 66-licensed financial advisor at Fifth Third Securities, Inc. with six years of industry experience. He previously worked at Edward Jones and has experience in both investment advisory and brokerage roles. Fifth Third Securities serves individual and institutional clients through a variety of investment advisory and brokerage programs, including the Passageway Managed Account Program, which offers multiple portfolio management options and strategies. The firm operates as a wholly owned subsidiary of Fifth Third Bank and maintains a large enterprise presence with thousands of advisors and billions in assets under management.

James Follstad is a financial advisor with Principal Financial Services who holds a Series 66 designation and has 18 years of industry experience. His career includes roles at Union Financial Inc. and Washington Avenue Advisors, alongside a long tenure with Principal Securities Inc. and Principal Life Insurance Co. He is involved in outside business activities related to group benefits and fixed insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, 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 through various advisory and promoter arrangements.

Joseph Daly is a financial advisor with Brookstone Capital Management LLC holding Series 63 and Series 65 designations and 18 years of industry experience. He has worked at Brookstone Capital Management since 2015 and is also president of OMH Partner Group, where he provides financial aid and retirement planning services. Daly’s experience includes roles at Red Hawk Advisors, Inc. and OMH Partner Group. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other entities. The firm utilizes strategic and dynamic asset allocation models, multiple investment vehicles, and operates a turnkey asset management platform with discretionary portfolio management services.

Lisa Paulosky is a financial advisor at &PARTNERS with 23 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years. Outside of her advisory role, she serves as a notary public in North Aurora, Illinois. &PARTNERS serves a broad mix of individual and institutional clients, providing investment management, financial and tax planning, ERISA 3(21) consulting, and brokerage services. The firm employs a variety of investment strategies and utilizes both proprietary and third-party managers, with services offered on discretionary and non-discretionary bases.

Mara Lombardi is a Series 66-licensed financial advisor with Benjamin F. Edwards & Company, Inc. in Wheaton, Illinois, and has three years of industry experience. She has been with Benjamin F. Edwards since 2018 and previously worked at Hope International and the Council for Christian Colleges & Universities. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, corporations, and institutions. The firm offers a range of fee-based wrap programs and investment management consulting, with strategies managed internally and by third parties, supported by an Investment Strategy Committee.

Marcia Gregory is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 22 years of industry experience. She has worked at Benjamin F. Edwards since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she serves as a trustee managing investments for family members. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, institutions, and charitable organizations through fee-based wrap programs, financial planning, and investment consulting. The firm offers a range of managed strategies monitored by an Investment Strategy Committee and operates an internal equity and fixed-income trading desk.

William Traylor is a CFP® professional with seven years of industry experience, currently serving at Mariner Wealth Advisors since 2019. Prior to joining Mariner, he worked at OFM Wealth from 2015 to 2018. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and offers integrated tax and accounting services along with specialized CFO and financial wellness solutions.

Ross Heinz is a financial advisor at Fifth Third Securities, Inc. based in Glen Ellyn, IL, with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Fifth Third Securities and Fifth Third Bank since 2009. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services, offering a range of managed account programs on the Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and supports various investment strategies including mutual funds, SMAs, and direct indexing.

Jacob Stoiber is a financial advisor at William Blair with a Series 66 designation and one year of industry experience. He previously worked at Evercore Wealth Management for six years and The Connable Office for three years. 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 active, research-driven management across multiple asset classes and provides proprietary models and access to private funds and co-investment opportunities.

Dylan Lustig is a CFP® with six years of industry experience, currently serving as a financial advisor at Mariner. He previously worked at Whitnell & Co. and Granular, and has military experience with the Illinois Army National Guard. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm uses a combination of in-house research and third-party managers to create customized portfolios and provides integrated tax, accounting, and financial wellness solutions.

Anthony Paul is a financial advisor at Brookstone Capital Management LLC with 26 years of industry experience. He has held roles at Brookstone Capital Management since 2017 and previously worked at Morgan Stanley Smith Barney LLC from 2014 to 2017. He holds Series 63 and Series 65 credentials. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs strategic and dynamic asset-allocation models and a variety of investment strategies, including proprietary funds and sub-advisory relationships.

Stephen Temmer is a financial advisor with Fifth Third Securities, Inc. in Naperville, IL, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Fifth Third Securities since 2009. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients, including individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with integrated relationships among the bank, platform sponsor, and clearing firm.

Iris Sagrado is a financial advisor with United Planners' Financial Services of America and holds the Series 63 and Series 65 designations. She has 20 years of industry experience and is also the owner of Filro Global Hiring and Filro Caregivers, businesses outside the investment sector. Additionally, she serves as an arbitrator with FINRA and is president and treasurer of Sagrado & Stears, Inc. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm offers a range of financial planning, portfolio management, retirement plan services, and brokerage solutions through its network of 477 independent advisors and operates an open-architecture platform with multiple custodians and third-party money managers.

Brett Guendel is a CFP® with 12 years of industry experience, currently with Mariner Wealth Advisors since 2020. He previously worked at Arbor Point Advisors and Securities America Advisors, among other roles. His background also includes involvement with the Rotaract and Brookfield Chamber of Commerce. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and is notable for its integrated tax and accounting services as well as administrative family office and employer financial wellness solutions.

Timothy Gleason is a financial advisor at William Blair with 10 years of industry experience. He holds the Series 66 designation and has been with William Blair & Company since 2015. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm emphasizes active, research-driven management across multiple asset classes and provides proprietary models and access to private funds and co-investment opportunities.

Michael Jansey Jr. is a financial advisor at Mariner with a Series 66 designation and three years of industry experience. His prior roles include positions at GDS Wealth Management and Equitable Advisors LLC. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and coordinated tax services, with customized portfolios overseen by an Investment Committee and supported by in-house research combined with third-party managers.

Kerry Williams is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds the Series 66 designation and has worked previously at JPMorgan Chase Bank, Bank of America, Merrill, and U.S. Bank. Outside of financial services, he has experience in the restaurant and retail sectors, including roles at Portillo's Restaurant Group and Walmart. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains notable market roles such as operating as a swap dealer and futures commission merchant.

Caroline Shoener is a CFP® and holds a Series 65 license with five years of industry experience. She is currently with Integrated Wealth Concepts LLC and has previously worked at Hightower Advisors and Vestor Capital, LLC. Caroline’s background also includes roles in education at Mastery Charter Schools and 21st Century Charter School. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios that include mutual funds, ETFs, individual equities, and fixed income with a primarily long-term investment approach.