Jeffrey Holmes is a financial advisor with Packerland Brokerage Services, Inc. He holds Series 63 and Series 66 licenses and has 26 years of industry experience. His prior roles include positions at Wunderlich Securities, Inc./B. Riley Wealth Management and Stifel Nicolaus & Co Inc. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services, combining individualized planning with discretionary or non-discretionary account management through firm-managed portfolios and third-party programs.

Eric Medina is a financial advisor at IP Financial Advisory Services LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at IP Financial Advisory Services since 2019, with prior roles at CFD Investments Inc and Creative Financial Designs. Outside of his advisory work, Medina serves as a high school tennis coach at Bishop Noll. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and consulting. The firm offers personalized investment strategies and specialized advisory services, including actuarial and insurance consulting, emphasizing non-high-net-worth investors and retirement plan participants.

Oduardo Periu is a financial advisor at Interactive Financial Advisors with 24 years of industry experience. He has been with Interactive Financial Advisors since 2005 and previously worked at Citgo for over three decades. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models across risk profiles and primarily uses ETFs and mutual funds, applying Modern Portfolio Theory and fundamental analysis in its investment approach.

Jennifer Prosise is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. She has worked with Lincoln Investment Planning, Inc. and The Voyager Group since 2007 and is the owner of Proside Consulting, Inc. She serves as Vice President of the National Tax-Deferred Savings Association and as Treasurer and board member of the Estate Planning Council of Joliet. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and proprietary investment strategies.

Michael Moylan is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Gradient Advisors since 2012 and is also a partner in Advanced Planning Advisors, a firm focused on insurance and retirement planning, which he co-founded in 2010. Moylan has over 30 years of experience through his ownership of Moylan Agency. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that incorporates fundamental, technical, and cyclical portfolio analysis.

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.

Manuel Macias is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with Fifth Third Securities, Inc. and Fifth Third Bank, having joined in 2024. Prior to that, he worked at Edward Jones for five years and held teaching positions at Robert Morris University and DeVry University. He also served in the U.S. Army Reserves for 12 years. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering a range of managed account programs on the Passageway platform, including mutual fund/ETF models, SMA strategies, and tax-overlay and direct-indexing options. The firm operates as a wholly owned subsidiary of Fifth Third Bank and has a broad advisor and client base with various affiliated service offerings.

Krystal Wyss is a CFP® professional with three years of industry experience, currently affiliated with Commonwealth Financial Network in Joliet, IL. Her prior roles include positions at LPL Financial LLC, Busey Bank, and First Midwest Bank. She has also worked at Mistwood Golf Course / JPM Golf Properties. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, third-party asset manager access, and custody services.

Douglas Schultz is a financial advisor with Eagle Strategies (NY Life) based in Frankfort, IL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been affiliated with New York Life Insurance Company since 1991 and Nylife Securities Inc. since 1993. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored advice and implements solutions across multiple program types, with the majority of its assets managed on a non-discretionary basis.

Juan Viamontes Jr. is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at JP Morgan Securities LLC, Merrill, and Bank of America. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven discretionary model account for employees with PNC Bank online-banking credentials. The firm utilizes approved mutual fund and ETF strategies managed or delegated to third parties, with a focus on model-driven portfolio implementation and annual rebalancing.

Jerry Parker Jr. is an advisor at Fifth Third Securities, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Bank NA since 2014. He is currently based in Mokena, Illinois. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through both investment advisory and brokerage services. The firm offers various managed account programs via the Passageway platform, utilizing third-party portfolio managers and multiple investment strategies.

Peter Korbakes is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 licenses. He has 10 years of industry experience and has been affiliated with Eagle Strategies since 2021. In addition to his advisory work, he owns Far and Sure Golf Tours LLC, which facilitates golf trip planning to Ireland, Scotland, and England through partnerships with international golf courses. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm provides tailored advisory solutions across multiple program types and manages a substantial asset base primarily on a non-discretionary basis.

Brian Tarro is a Series 66-credentialed financial advisor with 16 years of industry experience. He is currently with Integrated Wealth Concepts LLC, where he has worked since 2021. Prior to this, Tarro held roles at Level Four Advisory Services and LPL Financial, among others. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors operating under various d/b/a names. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, employing a primarily long-term investment approach with customized portfolios that include mutual funds, ETFs, individual equities, and fixed income.

Julie Gritzenbach is a financial advisor with William Blair, holding Series 63 and Series 65 designations and 26 years of industry experience. She has been with William Blair and Company, L.L.C. since 2004 and also has experience at Bear, Stearns & Co. Inc. since 1998. Additionally, she has been affiliated with Moraine Valley Community College since 1997. William Blair’s Private Wealth Management division provides discretionary and non-discretionary 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 offers proprietary models, third-party sub-managers, and access to private funds and co-investments.

Jeff Pierson is a financial advisor with Lincoln Investment Planning, Inc. in Joliet, IL, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has served at Lincoln Investment since 2005 and has been a member of the Lisle-Woodridge Fire Department since 1989. Outside of his advisory work, Pierson serves on the boards of the Rialto Square Theater and the Will County 100 Club and is a member of the Joliet Rotary Club. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management utilizing in-house strategic model portfolios, third-party managers, and a combination of wrap and non-wrap platforms.

Austin Wegforth is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and one year of industry experience. His prior experience includes roles at Wealth Enhancement Brokerage Services and the Wealth Enhancement group. 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 through a large advisor network and employs a diversified investment process that blends passive and active management, with portfolio oversight by an internal Investment Committee.

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.

Joseph Fazekas is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Creative Planning since 2012. He holds Series 63 and Series 65 licenses and is based in Plainfield, Illinois. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and supplemental portfolio techniques, supported by a broad range of affiliated non-investment businesses.

Andrea Roesel is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and eight years of industry experience. Her prior experience includes roles at LPL Financial and JP Morgan Securities LLC, as well as JP Morgan Chase Bank. She also engages in fixed insurance sales as an additional business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services, including wealth management and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Christopher Cralle is a financial advisor at Citigroup Global Markets with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies and maintains significant institutional scale alongside specialized market roles.