Mark Zahorik is a CFA® charterholder with 41 years of industry experience. He is currently with Sanctuary Advisors, LLC and has previously worked at Keeley-Teton Advisors LLC and Keeley Investment Corp. Sanctuary Advisors, LLC provides 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 offers portfolio management, retirement plan consulting, and other advisory services through a network of over 400 independent investment adviser representatives.

Todd Kemp is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been associated with Transamerica Financial Advisors since 2012 and has also been involved with several other ventures, including ownership of The Kemp Group and serving as a registry instructor at the Heartland Institute of Financial Education. Additionally, he offers estate planning services through Net Law. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and corporations, providing both advisory and broker-dealer services. The firm offers proprietary and third-party model portfolios with discretionary and non-discretionary program choices and supports plan clients through affiliated retirement and recordkeeping entities.

Dragan Timotic is a CFP®, CFA®, and Series 63 professional with 13 years of industry experience. He has worked at Cerity Partners LLC since 2022 and previously spent nine years at T2 Asset Management, LLC. He is based in Chicago, IL. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services and employs an investment approach centered on client-specific profiles, combining quantitative screening, manager selection, and direct security selection alongside access to alternative and private market solutions.

Barbara Natale is a financial advisor at PNC Wealth Management with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at PNC Wealth Management since 2017, with prior roles at PNC Investments, PNC Bank, Natcity Investments, Inc., and Invest Financial Corporation. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees, which utilizes algorithm-driven portfolio recommendations and third-party management.

Kanwar Singh is a financial advisor at Rockefeller Financial LLC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill for 11 years. He is a member of the Advisory Council for the Northwestern Memorial Physician Group Center for Integrative Medicine & Wellness in Chicago. 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 combination of discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as both a registered investment adviser and broker-dealer with a consolidated investment platform that includes equities, fixed income, and alternatives.

Mario Giannetta is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked extensively within the Charles Schwab organization since 2004, including roles at Schwab Wealth Advisory Inc. and Charles Schwab Bank. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary advice, financial planning, and wealth management consultations based on proprietary asset-allocation models and research tools. The firm emphasizes annual reviews tailored to client goals and risk tolerance, with recommendations typically involving separately managed accounts managed by third parties or affiliated managers.

Eric Behrends is a financial advisor with Fifth Third Securities, Inc. in Oak Park, IL, holding Series 63 and Series 65 licenses and having three years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank in 2023, he spent seven years at State Farm Gary Behrends Agency and took a year as a stay-at-home dad. Fifth Third Securities serves a diverse client base including individuals, institutions, and trusts through both advisory and brokerage services. The firm offers multiple investment programs on its Passageway Managed Account platform, combining third-party portfolio management with customizable investment options.

Rita Latnhotha is a financial advisor at Creative Planning with 18 years of industry experience. She holds a Series 66 designation and has worked previously at Mesirow Financial and Princor Financial. Creative Planning serves a diverse client base including individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in assets. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, complemented by supplemental approaches such as direct indexing and tax-loss harvesting, and offers integrated retirement plan services alongside affiliated legal, trust, and recordkeeping businesses.

Brenda Crump is a financial advisor at Citigroup Global Markets with 17 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes 13 years at JPMorgan Securities LLC and 15 years at JPMorgan Chase Bank NA. 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, as well as broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including in-house research and derivatives services.

Norbert Lieblang is a CFP® professional with 27 years of industry experience, currently advising at Citigroup Global Markets since 2022. His prior experience includes roles at Pruco Securities, LLC, Prudential Insurance Company of America, and Allstate Insurance Company. He serves as a board member of the Apple Country Homeowners Association. 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, as well as brokerage, custody, and derivatives services.

Charisma Lariosa is a financial advisor with Transamerica Financial Advisors in Chicago, IL, holding Series 65 and Series 63 licenses and five years of industry experience. She has worked at Transamerica Financial Advisors since 2020 and has concurrent roles at World Financial Group, INC. and Select Rehabilitation, where she provides physical therapy services. Transamerica Financial Advisors serves a broad client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary options.

Glenn Stears Jr. is a financial advisor with United Planners' Financial Services of America, holding CFP® and ChFC® designations and bringing 46 years of industry experience. His prior work includes 37 years at Waddell & Reed, Inc., and he also serves as vice president and secretary of Sagrado & Stears, Inc. Outside of his advisory role, he is involved in an insurance agency he has operated since 1980. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, trusts, and institutional clients. The firm delivers advisory and brokerage services through independent representatives and emphasizes non-discretionary account management.

Jordan Flowers is a Series 65-registered advisor with Brookstone Capital Management LLC in Wheaton, IL, where he has worked for 10 years. He has a decade of industry experience and maintains a licensed insurance agent role, offering life insurance and annuities through Wealth Financial Services & Tax Advisory. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other entities. The firm employs a range of investment strategies including strategic and dynamic asset allocation models, Unified Managed Accounts, and options-enhanced strategies, supported by proprietary funds and external sub-advisors.

Ephraim Okeke is a Series 66 licensed financial advisor with eight years of industry experience, currently with Schwab Wealth Advisory in Chicago, IL. His prior roles include positions at UBS Financial Service Inc., Raymond James & Associates, and Bank of America. He serves as Treasurer and a board member of F.Y.T.C. (For You, The Culture) Inc., where he manages financial affairs for the nonprofit organization. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab & Co.’s asset-allocation models and research tools to tailor recommendations according to client goals and risk tolerance.

Kimberly Mitchell is a Series 66-credentialed financial advisor with five years of industry experience. She is currently associated with Fifth Third Securities, Inc. and has previously worked at Ameriprise, Waddell and Reed, and as a self-employed advisor. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, institutions, corporations, trusts, and retirement accounts through investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Program and employs a range of strategies including mutual funds, ETFs, separate managed accounts, tax overlay services, and direct indexing.

Rita Magic is a Series 66-credentialed financial advisor at Citigroup Global Markets with five years of industry experience. Her prior roles include positions at Edward Jones, JP Morgan Securities LLC, JPMorgan Chase Bank NA, LPL Financial, BMO Harris Bank, Morgan Stanley, and Bank of America. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal oversight and supports both discretionary and non-discretionary programs, leveraging its scale and specialized market roles.

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.

Zhenlin Lu is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup Global Markets since 2020 and Citibank N.A. since 2013. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs along with broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale and unique market roles.

Carla Genelly is a financial advisor with Sanctuary Advisors, LLC in Chicago, IL, holding Series 63 and Series 65 licenses and having 40 years of industry experience. She has been with Sanctuary Advisors since 2015 and has additional affiliations dating back to 2005. Outside of her advisory role, she serves on the board of Mission Eurasia, an organization focused on church planting and ministry development in Eurasian countries. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers various portfolio management options and employs multiple analytical approaches, operating through a network of over 400 independent adviser representatives.

Dean Knieps is a financial advisor with TLG Advisors, Inc. based in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at The Leaders Group, Inc., MML Investor Services, LLC, and MassMutual Life Insurance Co. He is also involved with KME Insurance Brokerage as an internal wholesaler. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services such as portfolio management, financial and estate planning, and ERISA fiduciary services, with a distinctive combination of traditional and digital platforms.