Ashlynne Pala is a CFP® and Series 65 licensed advisor with five years of industry experience. She currently works at Waverly Advisors, LLC and previously spent five years at StrategIQ Financial Group, LLC. Ashlynne’s background includes roles outside of financial services, such as positions at The Pint and Purdue University. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and provides services including financial planning, retirement consulting, and multi-family office solutions.

Roland Szilard is a financial advisor with Valic Financial Advisors in Olympia Fields, IL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Valic Financial Advisors since 2006 and is also affiliated with Agia since 2022. Outside of his advisory role, Szilard serves as a board member involved in organizing youth soccer training and play activities and acts as a youth soccer referee. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages approximately $29.2 billion and utilizes centralized technology and model solutions to support its client base of nearly 300,000 across more than 1,200 advisors.

Carey Yukich is a financial advisor with Equity Services, Inc. and Truewealth Advising Group, Inc., holding Series 63 and Series 65 credentials and 25 years of industry experience. He has served as president of Truewealth Advising Group and is involved in financial education as an instructor and guest speaker for financial fitness courses. Yukich is also a board member of a local charitable community foundation. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a broad client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Anthony Carter is a financial advisor at Voya Financial Advisors, Inc. He holds the ChFC® designation and Securities Series 63 and 65 licenses, with four years of industry experience. His prior experience includes roles at Charles Schwab, Bank of America, Merrill, J.P. Morgan, Baird, Fidelity Investments, and Computershare. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a broad network of representatives, utilizing both affiliated and unaffiliated products alongside technology-enabled tools and a mix of discretionary and non-discretionary account management.

Timothy Mckenna Jr is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked with firms including LPL Financial, LLC and Independent Financial Partners. In addition to his advisory roles, he manages Harvest Financial Planning, Inc., a business entity established for tax and investment purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes various investment strategies and technology platforms to assist clients in achieving their financial goals.

Jennifer Jasinski is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds a Series 66 designation and has 19 years of industry experience. Her prior roles include positions at Stifel Nicolaus & Co Inc, Wells Fargo Clearing Services LLC, Fidelity Brokerage Services, and Uvest Financial Services Group, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a broad range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers diverse advisory programs and financial services supported by both proprietary strategies and third-party models.

Sean Temperly is a CFP® professional with 15 years of industry experience, currently serving at Fifth Third Securities, Inc. in Chicago, IL. He has been with Fifth Third Securities since 2010 and with Fifth Third since 2009. Outside of his advisory role, he is president of Seatim LLC, a private investment pool. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features including direct indexing and an optional tax-overlay service.

Bryan Laverman is a financial advisor with Private Advisor Group, LLC and holds the Series 66 designation. He has 26 years of industry experience, including prior roles at LPL Financial and Concourse Financial Group Securities, Inc. Laverman also operates a notary public service for form requirements in his office. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model, utilizing technology platforms and a range of investment strategies, often implementing advice through third-party managers and TAMPs.

Kevin Johnson is a financial advisor at Benjamin F. Edwards & Company, Inc. with 24 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Wells Fargo Clearing, Hightower Advisors, and Advanced Equities, Inc. Outside of his advisory role, he serves as a guardian for his daughter. 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 over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, investment management, and M&A advisory, combining proprietary and third-party investment strategies.

Nicholas Perazzolo is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at Private Advisor Group, Harvest Financial Partners, and LPL Financial, and previously was associated with Victoria Supply, Inc. He is also a notary. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based approach, utilizing a variety of investment strategies and technology platforms while offering access to proprietary and third-party managed account solutions.

Nacor Martinez is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank in 2024, he worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank for over a decade. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines bank affiliation with municipal-advisor registration and provides access to various managed-account programs, including advisor-directed models, separately managed accounts, and direct indexing options.

David Kelly is a financial advisor with Benjamin F. Edwards & Company, Inc. in Crown Point, Indiana, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He has no notable outside activities reported. 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 a network of over 500 advisors. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary managed solutions featuring proprietary strategies and third-party models.

Lisa Crawford is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has worked at Valic Financial Advisors since 2013 and also serves as an agent for Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Mark Dehaan is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Dehaan has been with Fifth Third Securities since 2018 and has worked at Fifth Third Bank since 2016. Fifth Third Securities serves a wide range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple managed account programs via the Passageway platform, utilizing various portfolio management strategies and serving both high-net-worth individuals and business entities.

Jeffrey Grenchik is a CFP® with 10 years of industry experience, currently with Private Advisor Group, LLC since 2022. Prior to that, he worked at OFM Wealth from 2016 to 2022. He provides investment advice under the business name Harvest Financial Planning, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model and utilizes technology platforms and third-party managers to implement tailored investment strategies.

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.

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.

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.