Connor Butler is a financial advisor at CWM, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Carson Wealth and Atlas Copco. Connor studied at Wofford College from 2013 to 2017. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory, and retirement plan services, using discretionary model portfolios combined with fundamental and technical analysis and ongoing fiduciary oversight.

Maggie Quick is a financial advisor with Fifth Third Securities, Inc. in Valparaiso, Indiana. She holds Series 63 and Series 66 licenses and has 29 years of industry experience, including 13 years with Fifth Third Securities. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, 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.

Samantha Pietruszynski is a CFP® and holds a Series 66 license with eight years of industry experience. She has been with Hightower Advisors since 2026, following eight years at HighTower Securities, LLC. Prior to her advisory career, she worked at Loras College in various roles from 2014 to 2018. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a focus on discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Mark Anleitner is a CFP® professional with 23 years of industry experience, currently affiliated with CWM, LLC. He has worked at firms including J.P. Morgan Securities and Cetera Advisor Networks LLC. Outside of financial advising, he is involved in real estate development as a general contractor through Beyond Design LLC. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts on a discretionary basis using model portfolios guided by an in-house Investment Committee and offers a range of portfolio management and retirement-plan services.

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.

William Wright is a financial advisor at Valic Financial Advisors with one year of industry experience. He holds a Series 66 designation and has prior experience at Wheatfield Grain Company, Purdue University, and Bishop Dwenger High School. He is also appointed as an agent to sell non-securities insurance products for AGIA. 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, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Matthew McGuirl is a CFP® and Series 66-licensed financial advisor with 11 years of industry experience. He is currently with NewEdge Advisors and previously spent 12 years at Thrivent Investment Management Inc. and THRIVENT Financial. NewEdge Advisors is an enterprise-scale registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm provides a broad range of portfolio management, financial planning, and consulting services through a network of independent advisers, utilizing multiple program structures and advanced technology tools to support client and advisor needs.

Nicholas Kilburg is a CFP® professional with two years of industry experience, currently affiliated with Cetera Planning Partners. His career includes roles at Avantax Planning Partners, Cetera Wealth Services, and Global Wealth Strategies & Associates. Outside of financial advising, he is engaged in personal real estate investment. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, employing a diversified investment approach with mutual funds and ETFs tailored to client objectives and risk tolerance.

Kevin Johnson is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 65 and Series 66 licenses and has 24 years of industry experience. His prior work includes six years at Wells Fargo Clearing and three years at Wells Fargo Advisors, LLC. Outside of his advisory role, he serves as a guardian for his daughter. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, and corporations through fee-based wrap programs, financial planning, and investment management consulting. The firm offers a variety of model portfolios managed internally and by third parties, supported by an Investment Strategy Committee and an in-house trading desk.

Nicholas Perazzolo is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Harvest Financial Partners, LPL Financial, LLC, and Victoria Supply, Inc. He also serves as a notary in addition to his advisory activities. 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, utilizing a range of investment strategies and technology platforms, and provides access to proprietary and third-party managed account solutions.

David Hill is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Brightway Wealth Management, and Wells Fargo Advisors Financial Network. Outside of his advisory work, he is the owner of Clad and Cordon Vineyard, a winery. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, supporting recommended investments with due diligence and serving clients with complex investment needs and a wide array of management platforms.

David Haldeman is a financial advisor with Kestra Advisory and holds a Series 66 designation. He has four years of industry experience, including roles at Commonwealth Financial, Wells Fargo Advisors, and Suncast Corporation. In addition to his advisory work, he provides financial direction and insurance analysis through Brightway Wealth Management. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm provides fiduciary consulting, plan-level investment advice, and a range of managed solutions, serving approximately $79.8 billion in assets under management.

Rebecca Grubb is a Series 65-licensed financial advisor with Private Advisor Group, LLC and has one year of industry experience. She has been associated with Private Advisor Group since 2022 and also maintains a role at Harvest Financial Planning, LLC since 2015. Ms. Grubb operates under the business name Harvest Wealth Partners in conjunction with her advisory work. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model utilizing both discretionary and non-discretionary strategies, supported by proprietary and third-party investment platforms.

Mark Mccallum is a CFP® with 16 years of industry experience, currently serving as a financial advisor at CWM, LLC since 2018. Prior to joining CWM, he worked at KABAREC Financial Advisors Ltd and BMO Harris Financial Advisors. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of partner offices and over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, employing a discretionary investment approach that utilizes model portfolios and various analytical tools.

David Kelly is a financial advisor at Benjamin F. Edwards & Company, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management consulting, utilizing a range of strategies monitored by an Investment Strategy Committee.

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.

Chad Mast is a CFP® professional with 13 years of industry experience. He currently works at Private Advisor Group, LLC and has previously been associated with Independent Financial Partners and LPL Financial. In addition to advisory services, he is a managing member of Harvest Tax & Consulting, LLC and holds a notary commission. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model and utilizes a variety of investment strategies and technology platforms, combining both proprietary and third-party 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.