Kristen Mcnamara is a financial advisor at Citigroup Global Markets with 11 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Citigroup in 2023, she worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC for 11 years. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles and arrangements.

Richard Kuzniar is a CFP® with 34 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2017. Prior to that, he worked at BMO Harris Financial Advisors for over a decade. 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, providing a range of discretionary managed-account options and features such as direct indexing and tax-overlay services.

Dharmesh Goel is a financial advisor with Eagle Strategies (NY Life) based in Downers Grove, IL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been associated with Eagle Strategies since 2013 and Glen Oak Financial, Inc. since 2014, where he engages in insurance brokering and property and casualty sales. Outside of his advisory role, he is involved with the United States Tennis Association as a tennis champion promoting the sport locally. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, providing financial planning, investment management, and advisory services often connected with insurance and annuity products. The firm emphasizes tailored recommendations and manages the majority of its regulatory assets on a non-discretionary basis.

Terrence Crowley is a financial advisor with NewEdge Advisors who holds Series 63 and Series 65 credentials and has 42 years of industry experience. His prior roles include positions at Wells Fargo Advisors and LPL Financial. Outside of his advisory work, he serves as a caregiver for his disabled son. NewEdge Advisors is a large registered investment adviser serving individuals, pension plans, corporations, and charitable organizations through a network of independent advisers. The firm offers a diverse range of portfolio management, financial planning, and consulting services, utilizing centralized due diligence and technology tools to support advisor and client needs.

Amanda Czosek is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and nine years of industry experience. She has worked with AE Wealth Management since 2016 and is also the owner and president of Jager Financial Services. Additionally, she serves as a board member for the National Alliance on Student Loan Debt. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach featuring model portfolios, discretionary asset management, financial planning, and specialized plan services.

Agnieszka Tiara is a financial advisor at Brookstone Capital Management LLC with three years of industry experience. She holds a Series 65 designation and has worked at Brookstone since 2022, alongside a longer tenure at Financial Wealth Alliance starting in 2014. In addition to her advisory role, she is also engaged in insurance sales as a life and annuity agent. 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 diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Jose Madrigal is a financial advisor at Lincoln Investment with 24 years of industry experience. He has been with Lincoln Investment since 2013. Madrigal holds Series 63 and Series 65 designations. Lincoln Investment serves individuals, including high-net-worth clients, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of investment programs that combine in-house and third-party strategies overseen by an Investment Management & Research team using strategic and tactical approaches.

Magdalena Woroniecki is a CFP® with 22 years of industry experience, currently affiliated with The Huntington Investment Company. Her prior roles include positions at Ameriprise Financial Services, Sikich Capital Management, and Farmers Financial Solutions. She serves as a board member of the DuPage County Estate Planning Council, a professional organization focused on estate planning education and networking. The Huntington Investment Company provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm employs an open-architecture investment model that combines third-party and proprietary strategies, offering various wrap-fee programs through the Envestnet MAS platform.

Erik Hoeflinger is a financial advisor with Principal Financial Services in Downers Grove, IL, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Principal Securities and Principal Life Insurance, along with time spent in full-time education and various positions outside the financial industry. He is also involved in outside insurance sales, focusing on fixed annuities and life, disability, and long-term care insurance products through multiple carriers. 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 military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Joseph Tabet is a financial advisor at William Blair with five years of industry experience. He holds a Series 66 designation and has worked at William Blair since 2021. Prior to his current role, his work history includes positions at World of Beer, Local Tree Tech, and Alaska Pacific Seafoods. 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 equities, fixed income, and alternative strategies, offering proprietary models and access to private funds through its MB Investments Program.

Brian Sutherland is a financial advisor with AE Wealth Management, LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Oxbow Financial, TSFG, LPL Financial, and Perdoceo Education Corporation. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach with model portfolios, discretionary asset management, financial planning, and plan services, supported by an internal Investment Consulting Group and various licensing and sub-advisory programs.

John Sias is a financial advisor with NewEdge Advisors, holding Series 63 and Series 66 credentials and over 24 years of industry experience. His career includes roles at Edward Jones from 2002 to 2018 and LPL Financial since 2018. He provides investment advisory services through NewEdge Advisors, an independent registered investment advisor firm. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a broad range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing multiple program structures and technology tools to support advisor and client needs.

Gerald Gilbertson is a CFP® with 38 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2010. He holds Series 63 and Series 65 licenses and is based in Mount Prospect, IL. 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, 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 wholly owned subsidiary of Fifth Third Bank.

Anthony Gurrieri is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His career includes roles at WealthWave, LSPN Pro, Apollo Agency, and several other firms. He is involved with the Heartland Institute for Financial Education as a registry instructor. Transamerica Financial Advisors, LLC serves a broad client base including individuals, retirement plans, trusts, and businesses. The firm employs a model-driven investment approach using proprietary and third-party portfolios, supported by a large advisor network and multiple program platforms.

John Cultra is a CFA® charterholder with 28 years of industry experience. He has been with William Blair & Company L.L.C. since 1997. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients, employing an active, research-driven approach across equities, fixed income, and alternative strategies.

John Christopher is a financial advisor with Eagle Strategies (NY Life) based in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Eagle Strategies since 2016 and is also involved with Christopher Financial Group, LLC, Mahoney Financial Organization LLC, and Exodus Business Strategies LLC. Christopher serves as a board member of the Medinah Country Club. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse clientele including individual investors, institutional plans, and charitable organizations. The firm delivers tailored advice through various program types, emphasizing non-discretionary asset management and integrated advisory services within the New York Life affiliate structure.

Jennifer Frahm is a financial advisor at Empower Advisory Group with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been associated with GWFS Equities, Inc. and Great West Life & Annuity Insurance Company since 2009. Outside of her advisory role, she teaches financial fluency to high school students and medical students at the University of Illinois Medical School through her initiative, Intentional Investment Education. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

William Mc Carty IV is a financial advisor at Fifth Third Securities, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Fifth Third Bank and Fifth Third Securities since 2023, following prior roles at Charles Schwab and First Trust Portfolios. Outside of his advisory work, he engages in personal item sales on eBay and Facebook Marketplace. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs through its Passageway Managed Account Program and operates as a wholly owned subsidiary of Fifth Third Bank, combining bank affiliation with a broker-dealer and SEC-registered investment adviser structure.

Michael Muersch is a financial advisor with Principal Financial Services in Downers Grove, IL, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 2008. He is also involved in health and fixed life insurance brokerage activities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and business entities. 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.

Connor Simios is a CFP® and Series 65-licensed advisor with Wealth Enhancement Advisory Services, LLC. He has six years of industry experience, including prior roles at Vermillion Financial Advisors and Willow Creek Community Church. He joined Wealth Enhancement Advisory Services in 2025. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting through a network of advisors, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.