William Traylor is a CFP® professional with eight years of experience in the financial advisory industry. He has worked at Mariner Wealth Advisors since 2019 and previously spent three years at OFM Wealth. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized, discretionary portfolios supported by both internal research and third-party managers, and provides integrated tax, accounting, and family office services uncommon among large advisory enterprises.

Allison Swanson is a financial advisor at Creative Planning with one year of industry experience. She holds the ChFC® and Series 63 designations. Prior to joining Creative Planning, she worked at Sageview Advisory Group and Cetera Wealth Services, LLC. Outside of financial advising, she provides private softball pitching lessons through her business, Coach A Softball Stars. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led approach that integrates low-cost indexing, tax-loss harvesting, and selective private market exposure.

Ross Heinz is a financial advisor at Fifth Third Securities, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities and Fifth Third Bank since 2009. Fifth Third Securities serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, and retirement accounts. The firm offers investment advisory and brokerage services through the Passageway Managed Account Program and provides various program types and third-party portfolio managers to meet client needs.

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.

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.

Kelly Kovasic is a financial advisor with Kestra Advisory, holding Series 65 and Series 66 credentials. Kelly has experience at firms including Leelyn Smith, LLC and LPL Financial, both from 2021 to 2026. Outside of advisory roles, Kelly provides administrative support to Leelyn Smith, LLC, an independent investment advisory firm. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a range of institutional and individual clients. The firm provides fiduciary consulting, plan-level investment advice, and utilizes multiple management platforms, serving clients including large institutions and sovereign wealth funds.

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.

Ronald Harczak is a financial advisor with Independent Advisor Alliance, LLC, holding the CFP® designation and Series 63 license. He has 40 years of industry experience, including over 30 years with Securities America Advisors and LPL Financial. Outside of advising, he is a notary and operates a business entity for tax and investment purposes. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm employs a network model with access to various portfolio management strategies and technology platforms to support client needs.

William Mosler Jr. is a financial advisor with Lincoln Investment Planning, Inc., holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Lincoln Investment since 2011. Outside of his advisory role, he serves as the managing partner of Mosler Wealth Management, an entity used for tax purposes related to his practice. Lincoln Investment Planning, LLC is an enterprise firm serving individual and high-net-worth investors, trusts, charities, and retirement plans, with a history of working with educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and adaptive strategies.

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 previously worked at Hightower Advisors and Vestor Capital, LLC. Prior to her financial advisory career, she spent four years working in the charter school sector. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios and a long-term investment approach.

David Polhill is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors, Strategic Advisers LLC, PNC Wealth Management, and Morgan Stanley. He operates as a sole proprietor offering insurance services. Benjamin F. Edwards & Company is a broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm provides a range of services including wrap-fee advisory programs, financial planning, investment management, brokerage, insurance products, and M&A advisory, utilizing both proprietary and third-party investment strategies.

Jerry Means Jr. is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. He has been with Brookstone since 2008 and also operates an insurance business through Gateway Senior Solutions, Inc. 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 diverse client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Jessica Park is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and seven years of industry experience. Her career includes roles at JWFS Equities, JPMorgan Chase Bank, J.P. Morgan Securities, and PNC Bank. She has been with Empower Advisory Group since 2025. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through an integrated platform connected to Empower’s recordkeeping and administrative systems. The firm emphasizes long-term portfolio returns and client savings rates, delivering both point-in-time financial plans and managed account solutions.

Sarah Lall is a financial advisor at Fifth Third Securities, Inc. with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fifth Third Securities since 2014. Fifth Third Securities 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 options, including direct indexing and tax-overlay services, and operates as a wholly owned subsidiary of Fifth Third Bank.

Dan Milosevic is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 credential and one year of industry experience. Prior to his career in finance, he worked in logistics and delivery services, including roles at Uber, DoorDash, and GrubHub. Outside of advising, he owns BearKeepers LLC, a logistics service managing delivery schedules for trucking companies. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a mix of advisor-led discretionary management and model-based strategies, with access to proprietary programs, third-party solutions, and various insurance and alternative investment products.

George Hurley is a CFP® with eight years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at Northern Trust Securities, JP Morgan Securities, JPMorgan Chase Bank, and Wells Fargo Clearing Services. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.