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.

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.

Michael Lydigsen is a financial advisor with Fifth Third Securities, Inc. in Bridgeview, IL, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with Fifth Third Securities and its affiliated firm since 2009. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base including individuals, charitable organizations, and institutional investors. The firm provides various discretionary managed-account options, combining third-party portfolio managers and advisor-managed sleeves, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.

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.

Lu Ling Li is a financial advisor with Transamerica Financial Advisors in Chicago, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her prior roles include positions at BGSLK Management, LLC, Ling Finance LLC, and Flexible Benefit Service Corporation. She is also involved in part-time sales of insurance and non-insurance products through Ling Finance LLC. Transamerica Financial Advisors serves a broad client base, including individual investors, retirement plans, trusts, and businesses, utilizing a variety of advisory programs and model portfolios managed by third-party firms.

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.

Christopher Crisanti is a financial advisor with Kestra Advisory and holds a Series 66 designation. He has experience working at Kestra Investment Services, Ameriprise Financial Services, and in legislative offices, including roles with State Senator Steven Landek and State Representative Michael J. Zalewski. Prior to his advisory career, he was involved with various organizations such as Bill Brennan State Farm Agency and FinTech Ranger LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers a broad range of services such as fiduciary consulting, plan design, investment due diligence, and access to multiple management platforms, serving approximately $79.8 billion in assets under management.

Dan Milosevic is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 credential and having one year of industry experience. Prior to his financial services career, he worked in delivery and logistics roles and currently manages BearKeepers LLC, a logistics service provider. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage, financial planning, retirement consulting, and advisory programs.

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.

Matthew Lovett is a financial advisor at Brookstone Capital Management LLC with 15 years of industry experience. He holds Series 63 and Series 66 designations and operates an independent compliance consulting business serving advisors, broker-dealers, and law firms. Brookstone Capital Management is an SEC-registered adviser providing 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 RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis using model portfolios, unified managed accounts, and separately managed accounts.

Ethan Krumwiede is a financial advisor at Mariner with a Series 65 designation and three years of industry experience. His prior roles include positions at Doyenne Wealth Advisors LLC and Chicago Wealth Management, Inc. Outside of his advisory work, he provides live DJ services through Mode Events in Chicago. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporate entities, offering investment management, financial planning, retirement consulting, and access to specialized investment vehicles. The firm emphasizes discretionary, customized portfolio strategies supported by comprehensive tax and accounting services and unique operational capabilities such as administrative CFO functions and employer financial wellness tools.