Sara Zappani is a financial advisor at Kestra Advisory with 10 years of industry experience and holds a Series 66 designation. She has worked at Kestra Advisory and Kestra Investment Services since 2016 and also serves as Office Manager at Partners Wealth Management, where she manages day-to-day headquarters operations. Outside of her advisory role, she is a member of SORELLE Development, LLC, where she assists in real estate research and property development management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, benchmarking, and employee education, and manages approximately $79.8 billion in assets under management.

Michael Shean is a financial advisor at TLG Advisors, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Simplicity Investments, MML Investors Services, Mass Mutual Life Insurance Company, and Lenox Advisors, Inc. Outside of his advisory role, he is also an insurance agent specializing in individual and group life and health insurance. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing fundamental analysis and Modern Portfolio Theory across its investment approach.

Andrea Longhi is a financial advisor with Creative Planning, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to joining Creative Planning in 2021, he worked at Raymond James Financial Services and Money Managers Financial Group. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering a range of institutional and retirement plan services.

Kellen Cross is a financial advisor at Mariner Wealth Advisors with a Series 65 credential and two years of industry experience. Prior to joining Mariner, he held roles at the University of Kansas, Infinitas, Edison Spaces, and Royal Blue Capital. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal investment team and integrates tax and accounting services uncommon for firms of its size.

Daniel De Masi is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has worked at Citi Personal Wealth Management since 2014, following prior roles at Citizens Securities, Inc. and PNC Wealth Management. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by in-house research and extensive operational capabilities.

Kimberly Mika is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 36 years of industry experience. She previously worked at Commonwealth Financial Network, LPL Financial, and INVEST Financial Corp. Mika is the managing member and owner of Riverstone Wealth Partners Mika, LLC, a private entity involved in securities, advisory, and insurance business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, and pooled plan solutions, serving clients such as large institutional investors and sovereign wealth funds.

Juan Martin is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Morgan Stanley, E*TRADE Securities LLC, and J.P. Morgan Securities. Martin earned an MBA from the University of Iowa. Citigroup Global Markets serves individual and institutional clients across wealth segments including workplace, high-net-worth, and ultra-high-net-worth, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique market roles such as swap dealer and futures commission merchant.

Zachary Cravez is a CFP® and holds a Series 66 license with three years of industry experience. He is currently an advisor at Cerity Partners LLC, joining in 2026 after working at Edge Financial Advisors and Bank of America Merrill Lynch. Zachary is based in Wheaton, IL. Cerity Partners advises a wide range of clients including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in assets as of late 2025. The firm offers customized wealth management services with an investment approach focused on client-specific profiles, incorporating quantitative screening, manager selection, and both third-party and direct security strategies, along with access to alternative and private market solutions for qualified clients.

Nicholas Pagliai is a financial advisor with Lincoln Investment in Joliet, IL, holding Series 66 and Series 63 licenses and nine years of industry experience. He has previously worked at firms including Northwestern Mutual Investment Services LLC, Merrill Lynch Pierce Fenner and Smith, and Fifth Third Bank. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base that includes individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning and portfolio management with a range of advisor-managed and firm-managed model portfolios and employs an in-house Investment Management & Research team to construct strategic investment solutions.

Douglas Lincoln is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 designations and 41 years of industry experience. He has been with VOYA Financial Advisors since 2014 and has operated as a self-employed advisor since 1986. In addition to his advisory work, he is an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale firm serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed account and wrap programs, and retirement-plan advisory services, utilizing a combination of in-house and external strategists and technology tools to implement client recommendations.

Diane Sewing is a financial advisor at Lincoln Investment with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with The Voyager Group, Ltd. since 2006. Outside of her advisory role, she co-chairs worship and spiritual life at Trinity Lutheran Church and serves on the Village of Elwood Parks & Recreation Committee. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base, including individuals, trusts, charities, and retirement plans. The firm employs a strategic investment approach through its in-house Investment Management & Research team, offering model portfolios and advisor-led consulting tailored to client objectives.

Melissa Wajda is a financial advisor at Creative Planning with five years of industry experience. She holds the Series 66 designation and previously worked at Benjamin F. Edwards & Company for six years and Awana International for three years. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors and 151 offices.

Casey Ciesla is a financial advisor at Brookstone Capital Management LLC with a Series 65 credential and one year of industry experience. Prior to joining Brookstone, Casey worked at Desrochers Backyard Pools & Spas for three years. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm uses a variety of investment strategies, including strategic and dynamic asset-allocation models and options-enhanced strategies, while operating a turnkey asset management platform and serving as a sub-advisor to other advisory programs.

Traci Eisner is a financial advisor with Kestra Advisory Services, holding the ChFC® and Series 63 designations and bringing 23 years of industry experience. She has worked extensively with Kestra Investment Services and Bensman & Associates Ltd prior to her current role. Eisner also engages in case design and insurance plan consulting through multiple affiliated financial and insurance entities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, benchmarking, employee education, and access to multiple management platforms, with a client base that includes large institutional investors and sovereign wealth funds.

Daniel Carthew is a financial advisor with Commonwealth Financial Network in Wheaton, IL, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior roles include positions at Murphy Financial Group, Raymond James Financial Services, Crux Wealth Advisors, Kestra Investment Services, and Favia Group. 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 along with operational, trading, technology, investment management, compliance, and practice-management support. The firm offers various program structures including discretionary model portfolios and personalized indexing options.

Katherine Murphy is a financial advisor at William Blair with 19 years of industry experience. She holds a Series 66 designation and has been with William Blair & Company since 2006. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, including high-net-worth clients, as well as foundations, pension, and corporate clients. The firm employs an active, research-driven approach across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Sal Tabuena is a financial advisor with Principal Financial Services in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Principal Life Insurance Company since 1998 and Principal Securities Inc since 1994. Outside of his advisory role, he is a director and partner at Principal Consulting Group LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Dariusz Godlewski is a financial advisor at Brookstone Capital Management LLC with 13 years of industry experience. He holds the Series 65 designation and has been with Brookstone since 2013. In addition to his advisory role, he owns Financial Wealth Alliance Inc., an independent life insurance and annuity business. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis using model portfolios and managed accounts.

Christopher Bowling is a financial advisor at Fifth Third Securities, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2014 and at Fifth Third Bank since 2007. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers multiple managed account programs and portfolios, emphasizing customized risk profiles and a range of investment strategies, and operates as a wholly owned subsidiary of Fifth Third Bank.

John Burke is a financial advisor at Principal Financial Services with a Series 66 designation and four years of industry experience. His career includes roles at Principal Life Insurance Company and Principal Securities Inc., as well as work with Residently Speaking, where he supports the Ohio team in selling guaranteed issue disability insurance through a university resident program. Outside of his advisory work, he is involved in food service as a cashier and cook for Smokin Z's BBQ food truck. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.