Paul Casazza is a financial advisor at Creative Planning with 19 years of industry experience and holds a Series 66 designation. His prior roles include positions at The Orchard Group, Dashboard Wealth Advisors, and Raymond James Financial Services. 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 process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and integrated retirement plan services.

Steven Doyle is a financial advisor at &Partners with 11 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing Services LLC and Calamos Financial Services LLC. He is based in Naperville, IL. &Partners serves a diverse client base including individual and institutional investors such as retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services using the Envestnet platform and employs fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

Joshua Suevel is a Series 66-licensed financial advisor at Fifth Third Securities, Inc. with six years of industry experience. He previously worked at Edward Jones and has experience in both investment advisory and brokerage roles. Fifth Third Securities serves individual and institutional clients through a variety of investment advisory and brokerage programs, including the Passageway Managed Account Program, which offers multiple portfolio management options and strategies. The firm operates as a wholly owned subsidiary of Fifth Third Bank and maintains a large enterprise presence with thousands of advisors and billions in assets under management.

James Follstad is a financial advisor with Principal Financial Services in Downers Grove, IL, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at Union Financial Inc., Washington Avenue Advisors, The Centennial Group, and Principal Life Insurance Co. He is involved in outside business activities related to group benefits and fixed insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Joseph Daly is a financial advisor at Brookstone Capital Management LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Red Hawk Advisors, Inc. and Brookstone Capital Management. Daly is also president of OMH Partner Group, where he provides financial aid and retirement planning services outside of securities trading hours. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse 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 via various model portfolios and managed accounts.

Lisa Paulosky is a Series 66-licensed financial advisor with 23 years of industry experience. She is currently with &PARTNERS, having joined the firm in 2025, following nine years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. She also serves as a notary public in North Aurora, Illinois. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds, providing investment advisory, brokerage services, financial planning, and other financial solutions through a combination of proprietary models and third-party managers.

Stephen Morris is a financial advisor with The Huntington Investment Company, holding a Series 66 credential and nine years of industry experience. His prior work includes roles at Ameriprise Financial Services, Bank of America, Merrill, and First American Bank. Outside of his advisory role, he engages in gig work as a driver for services such as Doordash and Uber. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that integrates third-party and affiliate investment strategies, with portfolio management and custodial services provided through National Financial Services.

Mara Lombardi is a financial advisor at Benjamin F. Edwards & Company, Inc. with three years of industry experience. She holds the Series 66 designation and has worked at Benjamin F. Edwards since 2018. Her prior roles include positions at Hope International and the Council for Christian Colleges & Universities. Benjamin F. Edwards & Company provides investment advice and related services to a wide range of clients, including individuals, retirement plans, trusts, estates, and corporations. The firm offers both model-based and customized investment strategies and combines brokerage, trading, and advisory services through an integrated platform.

Michael Mileski is a financial advisor at Corient with Series 65 credentials and experience beginning in 2023. His prior work includes roles at CI BDF and positions at Hope College and William Fremd High School. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies and third-party solutions, with ongoing portfolio monitoring and risk management.

Marcia Gregory is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds a Series 66 designation and has 22 years of industry experience. Prior to joining Benjamin F. Edwards in 2018, she worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Gregory serves as a trustee for family investment matters. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors managing around $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies that include both firm-developed and third-party models with periodic strategic reviews.

Darryl Newman is a CFP® and holds a Series 65 license, with seven years of industry experience. He has worked at Corient since 2022 and previously was with Balasa Dinverno Foltz LLC from 2018 to 2023. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers, supported by continuous portfolio monitoring and risk management tools.

William Traylor is a CFP® professional with seven years of industry experience, currently serving at Mariner Wealth Advisors since 2019. Prior to joining Mariner, he worked at OFM Wealth from 2015 to 2018. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and offers integrated tax and accounting services along with specialized CFO and financial wellness solutions.

Daniel Dopp is a financial advisor at The Huntington Investment Company with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise, The Huntington Investment Company, and LPL Financial. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals—including high-net-worth clients—charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers and proprietary Private Bank strategies, with portfolio management supported by custodial services through National Financial Services.

Ross Heinz is a financial advisor at Fifth Third Securities, Inc. based in Glen Ellyn, IL, with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Fifth Third Securities and Fifth Third Bank since 2009. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services, offering a range of managed account programs on the Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and supports various investment strategies including mutual funds, SMAs, and direct indexing.

Dylan Lustig is a CFP® with six years of industry experience, currently serving as a financial advisor at Mariner. He previously worked at Whitnell & Co. and Granular, and has military experience with the Illinois Army National Guard. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm uses a combination of in-house research and third-party managers to create customized portfolios and provides integrated tax, accounting, and financial wellness solutions.

Michael Lydigsen is a financial advisor with Fifth Third Securities, Inc. in Bridgeview, IL, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with Fifth Third Securities and its affiliated firm since 2009. 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 provides various discretionary managed-account options, combining third-party portfolio managers and advisor-managed sleeves, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.

Anthony Paul is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Brookstone Capital Management since 2017 and previously at Morgan Stanley Smith Barney LLC from 2014 to 2017. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via model portfolios and managed accounts.

Stephen Temmer is a financial advisor with Fifth Third Securities, Inc. in Naperville, IL, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Fifth Third Securities since 2009. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients, including individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with integrated relationships among the bank, platform sponsor, and clearing firm.

Iris Sagrado is a financial advisor with United Planners' Financial Services of America and holds the Series 63 and Series 65 designations. She has 20 years of industry experience and is also the owner of Filro Global Hiring and Filro Caregivers, businesses outside the investment sector. Additionally, she serves as an arbitrator with FINRA and is president and treasurer of Sagrado & Stears, Inc. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm offers a range of financial planning, portfolio management, retirement plan services, and brokerage solutions through its network of 477 independent advisors and operates an open-architecture platform with multiple custodians and third-party money managers.

Brett Guendel is a CFP® with 12 years of industry experience, currently with Mariner Wealth Advisors since 2020. He previously worked at Arbor Point Advisors and Securities America Advisors, among other roles. His background also includes involvement with the Rotaract and Brookfield Chamber of Commerce. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and is notable for its integrated tax and accounting services as well as administrative family office and employer financial wellness solutions.