Clayton Eaton is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has 12 years of industry experience, all with T. Rowe Price since 2013. T. Rowe Price Advisory Services offers a retirement-focused advisory program that combines nondiscretionary financial planning, retirement income planning, and discretionary investment management. The firm serves individual investors and households, utilizing model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, with features such as tax-aware rebalancing and Monte Carlo-based retirement income projections.

Kimberly Riewerts is a financial advisor at Creative Planning with 20 years of industry experience. She holds the Series 66 designation and has been with Creative Planning since 2014. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by additional approaches such as direct indexing and tax-loss harvesting.

Kevin Meehan is a financial advisor at Wealth Enhancement Advisory Services, LLC with over 41 years of industry experience. He holds the CFP® and ChFC® designations and has been associated with Wealth Enhancement Advisory Services and related entities since 2013. Outside of his advisory role, Meehan is involved in real estate through DHC Realty LLC. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and emphasizes diversified, risk-class based investment strategies blending passive and active management overseen by an internal Investment Committee.

Lisa Hanley is a financial advisor at Lincoln Investment with one year of industry experience. She holds a Series 66 designation and previously worked at James Noe and in roles outside the financial services industry, including media companies Jun Group and Bazaarvoice. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting with a strategic investment approach supported by an in-house Investment Management & Research team and multiple third-party managers.

Michael Sirvinskas is a financial advisor at William Blair with 39 years of industry experience. He has been with William Blair & Company L.L.C. since 1993 and holds Series 63 and Series 65 credentials. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides proprietary models, third-party sub-advisers, and access to private funds through its MB Investments Program.

Charis Ellis is a financial advisor with Commonwealth Financial Network in Wheaton, IL, holding CFP® and Series 66 designations. She has 11 years of industry experience, including roles at Edward Jones and Timothy Financial Counsel, Inc. Charis also serves as an event coordinator for College Church in Wheaton, organizing weddings and other church events on an as-needed basis. Commonwealth Financial Network is a national dual-registered broker/dealer and SEC-registered investment adviser supporting approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a comprehensive platform that includes managed-account programs, third-party asset manager access, and custody/clearing services.

Adam Larson is a CFA® charterholder with 18 years of industry experience. He is currently with Corient, where he has worked since 2022, following previous roles at Balasa Dinverno Foltz LLC and Savant Capital Management. 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 combines in-house strategies with third-party managers and employs risk management tools alongside alternative investments where appropriate.

William Buhr is a CFA® charterholder with 13 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at JPMorgan Chase Bank NA, J.P. Morgan Securities LLC, and Wells Fargo Advisors. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a broad client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting through a combination of passive and active investment strategies overseen by an internal Investment Committee.

Richard Bentel Jr. is a financial advisor with PlanMember Securities Corporation in Naperville, IL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked with Veritrust Wealth Management since 2013 and has experience in tax preparation at HR Block. Outside of financial services, he has worked as a delivery person for Domino's Pizza. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach across risk-based mutual fund portfolios and offers education and support services including retirement planning and separation counseling.

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.

Jeffrey Stensland is a financial advisor with Kestra Advisory who holds the PFS™ designation along with Series 63 and Series 65 licenses. He has 35 years of industry experience, including over 20 years with Kestra Investment Services and a decade at Kestra Advisory. Outside of his advisory role, he serves as president of AFS Group Ltd., which provides administrative support. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including large plan sponsors. The firm provides services such as fiduciary consulting, plan design, and investment advisory, with a client base that includes sovereign wealth funds and other large investors.

Douglas Clermont is a financial advisor with TLG Advisors, Inc., holding a Series 63 designation and 26 years of industry experience. His prior roles include positions at The Leaders Group, Inc., GBS Insurance & Financial Services, Principal Life Insurance Co., and PrinCor Financial Services. He is also licensed as an outside insurance agent, selling fixed life, fixed annuities, disability, long-term care, and health insurance. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services. Its approach combines fundamental analysis and Modern Portfolio Theory, with a direct-to-consumer program called Starlight Portfolios that uses risk questionnaires to customize portfolios reviewed quarterly.

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.

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.

James Alexander is a Certified Financial Planner (CFP®) with 16 years of industry experience. He is currently with Cerity Partners LLC and has previously worked at Edge Portfolio Management, TD Ameritrade Investment Management, and Scottrade. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, foundations, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and uses a client-specific investment framework that combines proprietary quantitative screening and manager selection with access to alternative and private market solutions.

Melissa Hollon is a financial advisor with Principal Financial Services and holds the Series 66 designation. She has four years of industry experience and has worked with firms including Massino Financial Group, Tempus Labs Inc, PwC, and PepsiCo. Hollon serves as Treasurer of the Professional Women's Club of Chicago, overseeing the organization's financial management and budgeting. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through various adviser and promoter arrangements.