Chad Mast is a Certified Financial Planner® with 14 years of industry experience, currently affiliated with Private Advisor Group, LLC since 2018. He previously worked with Independent Financial Partners and has maintained his own firm, Harvest Financial Planning LLC, since 2012. Mast also serves as a notary and is involved in tax preparation and consulting through Harvest Tax & Consulting, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement plan consulting. The firm provides access to both proprietary and third-party managed account solutions, implementing fiduciary-based advice through a combination of technology platforms and external strategists.

Clifford Bryan III is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Morgan Stanley. Outside of advisory work, he is the owner of a family hunting lodge and has served as an adjunct professor teaching investment and financial management at Valparaiso University. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individual, high-net-worth, pension, charitable, and corporate clients through over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, and investment management consulting, utilizing both proprietary strategies and third-party models in discretionary and non-discretionary managed solutions.

Daniel Mckenna is a CFA® charterholder with 11 years of industry experience. He is currently affiliated with Private Advisor Group, LLC and LPL Financial, having previously worked at First Trust Portfolios L.P. for nine years. Mckenna provides administrative support to Private Advisor Group as part of his business activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions including its proprietary WealthSuite and third-party programs. The firm employs a fiduciary-based advisory model, utilizing a range of investment strategies and technology platforms while often implementing advice through third-party managers.

Melanie Chakos is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2022 and Fifth Third Bank since 2018. Outside of her advisory role, Melanie is involved with Untangled Hope, an online e-learning venture. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services, offering multiple program types and third-party portfolio managers on its Passageway Managed Account platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and manages approximately $10.9 billion in assets with a broad client base.

Paul Franco is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Voya Financial Advisors since 2016 and serves as an adjunct instructor at Calumet College of St. Joseph, teaching in the Business and Psychology departments. Additionally, he operates as an independent insurance agent and is president of TAT Associates, LLC, a financial services firm. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver both discretionary and non-discretionary investment solutions through a large network of advisors.

Brandon Hanenburg is a financial advisor at Transamerica Retirement Advisors, LLC with three years of industry experience. He holds the Series 66 designation and has worked at Transamerica Investors Securities Corporation and Transamerica Life Insurance Company since 2023. Prior to that, he held roles at Thrivent Financial and Thrivent Investment Management. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education services. The firm’s investment approach relies on Morningstar Investment Management for portfolio construction and oversight, servicing a large client base primarily through non-discretionary asset management.

Steven Magidson is a financial advisor with Valic Financial Advisors, Inc., holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with Valic Financial Advisors since 1983 and has an additional role as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving U.S. individuals—including high net worth and ultra-high net worth clients—and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, utilizing centralized technology and model solutions.

William Norwood is a CFP® professional with 28 years of experience in the financial services industry. He is currently with Carson Wealth and also holds roles at KFA Partners, LLC and CWM, LLC. His prior experience includes over a decade at J.P. Morgan Securities as well as time with Chase Investment Services Corp., Wells Fargo Clearing, and A.G. Edwards & Sons, Inc. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform that manages approximately $50.6 billion through over 650 advisors. The firm serves corporate, institutional, and high-net-worth clients with services including discretionary asset management, financial planning, and retirement plan management, supported by a model portfolio approach and partnerships with custodians and third-party providers.

Jason Carter is a financial advisor with NewEdge Advisors and holds a Series 66 license. He has 19 years of industry experience, including long tenure with Thrivent Financial for Lutherans and Thrivent Investment Management. Outside of his advisory work, he manages a small residential rental property. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm provides a range of portfolio management, financial planning, and consulting services through a network of independent advisers, employing both in-house and third-party strategies supported by advanced technology and centralized due diligence.

Robert Stephenson is a financial advisor with Fifth Third Securities, Inc. in Valparaiso, Indiana, holding Series 63 and Series 65 licenses and having nine years of industry experience. His prior roles include positions at J.P. Morgan Securities and Fifth Third Securities. Outside of his advisory work, he owns Verdant Lea Farm LLC, a cattle and poultry farm in Indiana. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, and institutional clients through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and integrates municipal advisory registration with its affiliation to Fifth Third Bank.

Bennett Coulopoulos is a financial advisor with Fifth Third Securities, Inc. in Valparaiso, IN, holding Series 63 and Series 65 registrations with 10 years of industry experience. He has been with Fifth Third Securities since 2016 and has also worked with Fifth Third Bank since 2014. Outside of his advisory role, he operates an online retail business on eBay selling personal items. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, institutions, and business entities through investment advisory and brokerage services. The firm offers a range of managed account programs and portfolio management options on the Passageway platform, functioning as a wholly owned subsidiary of Fifth Third Bank.

Robert Kollar is a financial advisor at Fifth Third Securities, Inc. with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Benjamin F. Edwards & Co and Wells Fargo Advisors. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate 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 wholly owned subsidiary of Fifth Third Bank.

Malaquias Paez is a financial advisor with Fifth Third Securities, Inc. in Schererville, Indiana. He holds Series 63 and Series 66 designations and has 20 years of industry experience, including 18 years with Fifth Third Securities. 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 combines its municipal-advisor registration and bank affiliation to provide a range of discretionary managed-account programs, featuring options like direct indexing and tax-overlay services.

Daniel Bakker is a CFP® professional with six years of industry experience, currently affiliated with Private Advisor Group, LLC. His prior work includes roles at LPL Financial, Horace Mann Companies, and Charles Schwab & Co., Inc. In addition to his financial advisory career, he has maintained a longstanding role in direct sales with Vector Marketing Corporation. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and integrates proprietary and third-party managed account solutions.

Peter Sarbieski is a financial advisor at Fifth Third Securities, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2008, with prior experience at Chase Investment Services, Banc One Securities, and Ameriprise. Fifth Third Securities serves a broad client base including individuals, high-net-worth clients, and institutional investors through investment advisory and brokerage services. The firm offers various managed account programs via the Passageway platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Lukas Duffy is a CFP® with four years of industry experience currently advising at Hightower Advisors. His prior professional background includes roles at OSAIC and Woodbury Financial Services Inc., among others. Lukas also served in the United States Army from 2015 to 2018. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles.

Gregory Worcester is a CFP® professional with 24 years of industry experience, currently advising at Carson Wealth. He has worked at firms including LPL Financial, Gem Financial Advisors, and Cetera Advisor Networks. He is also a partner at KFA Partners, LLC, a financial services firm. CWM, LLC operates an enterprise platform managing approximately $50.6 billion through a network of more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, with an Investment Committee that oversees model portfolios and provides tailored investment solutions.

Nayelli Sanchez is a financial advisor at Benjamin F. Edwards & Company, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Benjamin F. Edwards, she held roles at The Region Outlaws, Walmart, Aurora University, Old Navy, Wendy's, and Elgin High School. 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 through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management consulting.

Jillian Kucik is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 66 designations, and has 15 years of industry experience. Her background includes roles at AGIA, BANK of AMERICA, N.A., Merrill, and Structured Realty Group, LLC. In addition to her advisory work, she is an agent involved in non-securities insurance products. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, using discretionary unified managed accounts and incorporating technology-driven model solutions.

Norman Berman is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 66 designations and has 26 years of industry experience. Berman has been with Fifth Third Securities and its parent company since 2008. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and a tax-overlay service, operating as a subsidiary of Fifth Third Bank with a distinctive combination of municipal-advisor registration and banking affiliation.