Aris Tatevosian is a financial advisor at Fifth Third Securities, Inc. with 24 years of industry experience. He holds Series 65 and Series 63 registrations and has worked at firms including J.P. Morgan Securities, Northwestern Mutual, and Arlington Capital Management. Fifth Third Securities serves a diverse client base, including individual, high-net-worth, and institutional clients, offering various advisory and brokerage services through the Passageway Managed Account Program. The firm provides multiple investment programs ranging from mutual fund and ETF models to separately managed accounts with tax-efficient strategies and operates as a wholly owned subsidiary of Fifth Third Bank.

Christopher Pontarelli is a Series 66-licensed advisor with seven years of industry experience. He is currently with Fifth Third Securities, Inc. and Fifth Third Bank, having joined in 2022. His prior experience includes three years at Edward Jones and eight years at Competitive Property Solutions, LLC. Fifth Third Securities, Inc. serves a diverse range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account Program, providing access to various managed account strategies and portfolio management options.

Margaret Myers is an advisor at Kestra Advisory with Series 63 and Series 66 licenses and seven years of industry experience. Her career includes roles at Kestra Advisory, Kestra Investment Services, Bridge Financial Technology, and Goldman Sachs & Co. She also works as an advisor at BlueLake Wealth Advisors, providing financial planning, investment management, and insurance services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm provides a range of services such as fiduciary consulting, plan-level investment advice, and employee education, supporting clients with a combination of proprietary and third-party managed solutions.

Cameron Grable is a CFP® with seven years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Chicago, IL. Prior to joining Schwab Wealth Advisory and Charles Schwab in 2024, he worked at The Vanguard Group from 2018 to 2024. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses Schwab's asset-allocation models and research tools to offer tailored recommendations, while trades are executed only with client authorization.

Jeremiah Lorenz is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at Fortis Investors for 19 years before joining Kestra Advisory and Partners Wealth Management in 2019. He is also involved in insurance product recommendations through BlueLake Wealth Advisors. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm supports a range of investment solutions including discretionary trading and serves large institutional investors, including sovereign wealth funds.

William Howson is a CFP® with ten years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2025. His prior roles include four years at HighTower Securities LLC and Bank of America, as well as experience at Merrill and The Vanguard Group. Mariner serves a diverse client base that includes individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal investment team and third-party managers, and provides enhanced tax and accounting integration as well as family office and employer financial wellness solutions.

Marty Pereira is a CFP® with 24 years of industry experience and currently serves as an Investment Advisor Representative at Kestra Advisory. He has held roles at Kestra since 2015, including positions with Kestra Investment Services, and previously worked at Morgan Stanley Smith Barney and CSMG International Ltd. He is also the Investment Advisor and Director of Research & Analytics for Partners Wealth Management, where he focuses on research and investment recommendations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base including large institutional investors and sovereign wealth funds.

Mark Diorio is a CFA® charterholder with 16 years of industry experience. He has been with Brookstone Capital Management LLC since 2015 and previously worked at Parasol Investment Management, LLC and Pennant Management Inc. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm utilizes a range of strategic and dynamic asset-allocation models and a variety of investment vehicles, operating a turnkey asset management platform and offering discretionary portfolio management through advisor representatives and sub-advisory roles.

Craig Abraham is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cresset Asset Management and J.P. Morgan Securities. Based in Chicago, IL, he joined Citigroup in 2024. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs through both discretionary and non-discretionary approaches. The firm combines large institutional scale with unique market roles, including in-house research and futures services.

Peter Willis is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and four years of industry experience. He joined Rockefeller Financial in 2022 after a brief period at Rockefeller Capital Management. Willis is based in Chicago, IL. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Kevin Koehler is a CFA® charterholder currently with Cerity Partners LLC in Chicago, IL, where he has worked since 2025. He has two years of industry experience, including previous roles at Whittier Trust, Miracle Mile Advisors, LLC, and Nuveen. Cerity Partners advises a diverse client base ranging from individuals and families to institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services and employs a client-specific investment framework that combines quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.

Michael Moleski is a CFP® professional with 22 years of industry experience, currently serving at Creative Planning since 2012. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Moleski manages a family farm business. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans, managing approximately $217 billion in assets. The firm emphasizes a financial planning-led investment approach with low-cost indexing and offers a range of supplemental strategies and integrated retirement plan services.

Savannah Neal is a financial advisor at Rockefeller Financial LLC with two years of industry experience. She holds the Series 66 designation and has previously worked at Merrill 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, offering portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer providing a consolidated investment platform and a range of discretionary and non-discretionary solutions across multiple asset classes.

Basel Alwawi is a financial advisor at Sanctuary Advisors, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Morgan Stanley, and other firms. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports independent advisors who develop their own investment strategies and offers a variety of portfolio management options, including discretionary and non-discretionary accounts, utilizing multiple analytical approaches and third-party managed account platforms.

Susan Penno is a financial advisor at Cetera Planning Partners with three years of industry experience. She holds the PFS™ designation and previously worked at Avantax Planning Partners. In addition to her advisory role, she owns Sassetti, LLC, a tax and accounting firm where she provides tax compliance and planning services. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, financial planning, Social Security optimization, and retirement advice. The firm’s approach features diversified allocations aligned with client objectives, supported by ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers.

Hilary Gellings is a financial advisor at Citigroup Global Markets with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citigroup and its Global Markets division since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains institutional-scale operations, including in-house research and derivatives services.

Quinn Martin is a CFP® with eight years of industry experience, currently affiliated with Focus Partners Wealth, LLC. He has worked at several firms, including Kovitz Investment Group Partners, Relative Value Partners, and Raymond James Financial Services. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and investment advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Benito Ibarra Jr. is a financial advisor at Mariner with 10 years of industry experience. He holds Series 66 and Series 63 designations and has worked previously at Christopher Financial Group, Centaur Financial, Eagle Strategies, NYLIFE Securities, New York Life Insurance, and Northwestern Mutual. He serves as a board member of the Medical Organization of Latino Advancement, a nonprofit focused on Hispanic/Latino health professionals. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with additional capabilities in tax integration and financial wellness solutions.

Akeil Roberts is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley, E*Trade Securities, and Kingston Market. Roberts co-founded AB Tutoring Ltd, an educational venture. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm is notable for its large institutional scale, in-house research capabilities, and unique market roles including swap dealer and futures commission merchant activities.

Jan Peter Breugelmans is a financial advisor at Truist Advisory Services with 16 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Truist in 2022, he worked at Wells Fargo Clearing from 2016 to 2022. Outside of his advisory role, he serves as Treasurer for the Ferrari Club of America Central States Region. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches and utilizes third-party platforms and AI-enabled research tools as part of its investment process.