Matthew Neill is a financial advisor with Eagle Strategies (NY Life) based in Naperville, IL, holding Series 63 and Series 65 licenses and totaling 30 years of industry experience. He worked at New York Life Investment Management LLC from 2005 to 2010. Outside of advisory work, he is involved in reselling NFL tickets from his season tickets and personal seat license. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailoring recommendations to client objectives and plan sponsor criteria, offering multiple program types including financial plans, fee-based hourly advice, and retirement plan consulting.

Tessa Fornek is a financial advisor at PNC Wealth Management with seven years of industry experience. She holds a Series 66 designation and has previously worked at Regions Bank, Cetera Investment Services, and First Command Financial Planning. Outside of finance, she was involved in managing a coffee shop business for two years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online investment platform currently available as an employee-only pilot. The firm uses algorithm-driven model selection and relies on third-party strategists and delegates for portfolio implementation.

Srikanth Kamasamudram is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 licenses. He has been with Transamerica and affiliated firms since 2026. Outside of advisory work, he has been involved with KAS Tech Solutions, Inc. since 2005. Transamerica Financial Advisors serves a broad client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Archie Bragg Jr. is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 licenses and totaling 27 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is a large enterprise-scale advisory and broker-dealer firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines model portfolios, in-house and external strategists, and technology-driven tools to deliver financial planning and portfolio management services through a network of investment adviser representatives.

Tyler Spiezio is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and beginning his industry experience in 2025. He previously worked at BTS from 2023 to 2025 and has been associated with both Commonwealth Financial Network and Pursuit Wealth Group since 2025. 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 around $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody services.

Sharon Way is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. She has been with VOYA and its affiliates since 2000, including 12 years at VOYA Financial Advisors. Outside of her advisory role, she operates as an independent insurance agent specializing in fixed life insurance products. VOYA Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by providing financial planning, portfolio management, and retirement advisory services. The firm combines in-house and external strategists with technology-driven tools to implement investment strategies predominantly on a non-discretionary basis.

Julie Belvedere is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 20 years of industry experience. She has worked at Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions since 2015 and has been associated with the Law Offices of Joseph P Glimco III since 2013. Outside of her advisory role, she is involved in a business providing cleaning, administrative, and office services to businesses and works part-time at Kohl's. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education focused on asset allocation, contribution rates, and retirement planning. The firm utilizes Morningstar Investment Management’s proprietary tools for portfolio construction and operates at scale with a large client base and a high client-to-advisor ratio.

Kenneth Koppitz is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 65 licenses and over 35 years of industry experience. His career includes prior roles at Commonwealth Financial Network and INVEST Financial Corp. Outside of his advisory work, he serves as a high-performance driving instructor with L.A.P.S., Inc. and Audi Club North America. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients including large institutional investors and sovereign wealth funds.

Jeffrey Wrobel is a financial advisor at Citigroup Global Markets with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm is notable for its combination of large institutional scale, market roles such as swap dealer and futures commission merchant, and its use of multi-asset, multi-manager investment strategies.

Kelly Manchac is a financial advisor at Hightower Advisors with 26 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Wayne Hummer Investments for 23 years before joining Hightower in 2022. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors, with a focus on manager selection and multi-manager solutions. The firm offers discretionary and non-discretionary portfolio management, retirement plan consulting, and access to various investment vehicles through its network of Advisor Practices.

Michael Krucek is a financial advisor at SPC with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with SPC since 2011. Krucek also has a long tenure at Sigma Financial Corporation beginning in 2004. In addition to advisory work, he sells insurance products including life, health, disability, and long-term care insurance. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary solutions tailored to client needs.

Robert Stenzel is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Pursuit Wealth Group, LPL Financial, and First Midwest. Outside of his advisory work, he is a co-owner of Compass Tax Advisors, a tax preparation business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a range of investment options, supporting clients through both in-house and outsourced portfolio management solutions.

Luis Markin is a financial advisor at Fifth Third Securities, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fifth Third Securities and Fifth Third Bank since 2018. His prior experience includes roles at Merrill, Bank of America, and JP Morgan. Fifth Third Securities serves a diverse range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types, including mutual fund and ETF models, separately managed accounts, and direct indexing, delivering its investment solutions via the Passageway Managed Account Platform.

Larsa Heil is a financial advisor with Fifth Third Securities, Inc. in Naperville, IL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has been with Fifth Third Securities since 2014 and also has a background with Fifth Third Bank dating back to 2011. 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 its municipal-advisor registration with its affiliation to Fifth Third Bank, providing access to multiple managed-account programs and features such as direct indexing and tax-overlay services.

Colin Milet is a financial advisor at William Blair with a Series 66 designation and two years of industry experience. He has worked at William Blair since 2022 and has prior experience with Team Enterprises, Juscollege/All Roads Travel, and the University of Illinois Urbana-Champaign. William Blair’s Private Wealth Management division provides 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 access to private funds and co-investment opportunities through its MB Investments Program.

Anthony Torreon is a financial advisor at Fifth Third Securities, Inc. based in Naperville, IL, with 20 years of industry experience. He holds a Series 66 license and has worked at firms including Wells Fargo Clearing Services, Merrill, and Banc of America Investment Services. His current tenure at Fifth Third Securities and Fifth Third Bank began in 2023. Fifth Third Securities serves a diverse client base of individual and institutional investors, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers on the Passageway Managed Account platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides services including mutual fund and ETF models, SMA strategies, and tax-overlay options.

Dylan Fisher is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He previously worked at Evernest Financial Advisors and Mitchell, Vaught and Taylor, Inc. Outside of his advisory work, he owns a small online reselling business focused on antiques and thrift items. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services, employing a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Versie Walker II is a financial advisor at PNC Wealth Management in Naperville, IL, with 13 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Fidelity Investments, Merrill, and Bank of America. He also has experience in a business unrelated to finance, having worked at Hot-N-Poppin Inc. for six years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only discretionary digital account pilot for employees, which uses algorithm-driven portfolio selection and implements investments via approved strategies with mutual funds and ETFs.

Benjamin Rogina is a financial advisor with Lincoln Investment in Joliet, IL, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Lincoln Investment, he has worked in warehouse logistics at Amazon and assists with operations at Rogina Engineers & Surveyors LLC. Lincoln Investment Planning, LLC is a large enterprise 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, consulting, and portfolio management through a combination of advisor-managed and firm-managed model portfolios, supported by an in-house investment management team and third-party managers.

Cynthia Walters is a Series 66-licensed financial advisor with 11 years of industry experience. She has worked at Fifth Third Securities and Fifth Third Bank since 2019, and previously held roles at LPL Financial and First Midwest Bank. Outside of her advisory work, she is an owner of a residential rental business. 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 with its affiliation to Fifth Third Bank to provide a range of discretionary managed-account programs and access to unique features such as direct indexing and tax-overlay services.