Christopher Crull is a CFP® with 22 years of experience in the financial industry, currently serving as an advisor at Fifth Third Securities, Inc. since 2004. He is based in Orland Park, IL, and holds Series 63 and Series 65 licenses. Fifth Third Securities, Inc. serves a diverse client base including individual high-net-worth clients and institutional investors such as corporations, trusts, and retirement accounts. The firm offers investment advisory and brokerage services through multiple programs and third-party portfolio managers, including the Passageway Managed Account Program.

Thomas Drennan is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has also worked with World Financial Group since 2002. In addition to his advisory work, he is involved in the sale of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses. The firm employs a model portfolio and third-party manager approach to investment advisory services, supported by a large advisor network and multiple program platforms.

Brian Rapacki is a financial advisor with TIAA-CREF in Wheaton, IL, holding Series 63 and Series 66 licenses and having 19 years of industry experience. He has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals and various entities, often serving clients connected through TIAA-administered retirement plans. The firm operates a fiduciary advisory model with a mix of model and customized portfolios and acts as adviser to a donor-advised fund.

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.

Michael Warren is a CFP®-designated financial advisor with Commonwealth Financial Network, based in Lombard, IL, with 39 years of industry experience. He has been affiliated with Commonwealth and Garrett Consulting since 2008 and has been self-employed since 1985. His additional business activity includes work in fixed insurance. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, third-party asset manager access, and custody services.

Barbara Natale is a financial advisor at PNC Wealth Management with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has been with PNC Investments since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy pilot for employees that uses algorithmic risk assessment and manages investments via mutual funds and ETFs with annual rebalancing.

Zachary Craggs is a financial advisor at Lincoln Investment with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Lincoln Investment since 2016. Prior to joining Lincoln, he worked at Berlin Packaging. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a historic focus on educators and participants in 403(b) and 457(b) programs. The firm offers comprehensive financial planning and portfolio management supported by an in-house Investment Management & Research team and utilizes both advisor-led and firm-managed strategies.

Nancy Hayes is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. Her prior roles include long tenures at Commonwealth Financial Network and INVEST Financial Corp. She is also involved as an owner and partner in several private entities related to Riverstone Wealth Partners. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers fiduciary consulting, plan design, compliance testing, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

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.

Robert Blanford is a financial advisor with Commonwealth Financial Network in Lombard, IL, holding Series 63 and Series 65 credentials and five years of industry experience. He has worked at Garrett Consulting and Rockstar Rodeo in prior roles. Outside of finance, Blanford is also a musical performer. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and their individual and institutional clients. The firm provides a broad platform including managed-account programs, access to third-party asset managers, and custody services.

Jorge Palacios Murphy is a financial advisor at &Partners with 14 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing Services, JP Morgan Securities, and JPMorgan Chase Bank. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a variety of analytical approaches and investment strategies, managing accounts through both in-house advisors and third-party managers.

Derek Ghiotto is a financial advisor with PNC Wealth Management in Naperville, IL. He holds Series 63 and Series 66 licenses and has 12 years of industry experience, including roles at PNC Investments and PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees. The firm uses algorithmic risk assessment and approved model strategies managed by PNC or third-party strategists.

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.

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.

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.

Joseph Fazekas is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Creative Planning since 2012. He holds Series 63 and Series 65 licenses and is based in Plainfield, Illinois. 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 approach that incorporates low-cost indexing, buy-and-hold strategies, and supplemental portfolio techniques, supported by a broad range of affiliated non-investment businesses.

Anthony Williams is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Park Avenue Securities, Guardian Life Insurance Company, and Northwestern Mutual prior to joining Voya Financial Advisors. Voya Financial Advisors, Inc. serves individual, pension, profit-sharing, charitable, and corporate clients by providing financial planning, portfolio management, and retirement advisory services. The firm employs investment policy statements and model allocations supported by in-house and external strategists, offering both non-discretionary and limited discretionary account management through a broad network of advisers.