Mara Lombardi is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and four years of industry experience. She has been with Benjamin F. Edwards since 2018 and previously worked at Hope International and the Council for Christian Colleges & Universities. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of advisory and brokerage services, including wrap-fee programs, financial planning, retirement plan consulting, and investment management solutions that combine proprietary strategies and third-party models.

Michael Mileski is a financial advisor at Corient with Series 65 credentials and experience beginning in 2023. His prior work includes roles at CI BDF and positions at Hope College and William Fremd High School. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies and third-party solutions, with ongoing portfolio monitoring and risk management.

Marcia Gregory is a financial advisor at Benjamin F. Edwards & Company, Inc. with 22 years of industry experience. She holds a Series 66 designation and has worked at firms including Wells Fargo Advisors LLC and A. G. Edwards & Sons, Inc. Gregory also serves as a trustee managing investments for family members. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, pension plans, and corporate clients through a network of more than 500 advisors. The firm offers a range of advisory and brokerage services including wrap-fee programs, financial planning, and investment management using proprietary and third-party strategies.

Darryl Newman is a CFP® and holds a Series 65 license, with seven years of industry experience. He has worked at Corient since 2022 and previously was with Balasa Dinverno Foltz LLC from 2018 to 2023. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers, supported by continuous portfolio monitoring and risk management tools.

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.

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.

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.

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.

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 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.