Thomas Drennan is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has also worked with World Financial Group since 2002. In addition to his advisory work, he is involved in the sale of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses. The firm employs a model portfolio and third-party manager approach to investment advisory services, supported by a large advisor network and multiple program platforms.

Brian Rapacki is a financial advisor with TIAA-CREF in Wheaton, IL, holding Series 63 and Series 66 licenses and having 19 years of industry experience. He has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals and various entities, often serving clients connected through TIAA-administered retirement plans. The firm operates a fiduciary advisory model with a mix of model and customized portfolios and acts as adviser to a donor-advised fund.

Todd Kemp is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been associated with Transamerica Financial Advisors since 2012 and has also been involved with several other ventures, including ownership of The Kemp Group and serving as a registry instructor at the Heartland Institute of Financial Education. Additionally, he offers estate planning services through Net Law. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and corporations, providing both advisory and broker-dealer services. The firm offers proprietary and third-party model portfolios with discretionary and non-discretionary program choices and supports plan clients through affiliated retirement and recordkeeping entities.

Michael Warren is a CFP®-designated financial advisor with Commonwealth Financial Network, based in Lombard, IL, with 39 years of industry experience. He has been affiliated with Commonwealth and Garrett Consulting since 2008 and has been self-employed since 1985. His additional business activity includes work in fixed insurance. 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, including managed-account programs, third-party asset manager access, and custody services.

Barbara Natale is a financial advisor at PNC Wealth Management with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has been with PNC Investments since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy pilot for employees that uses algorithmic risk assessment and manages investments via mutual funds and ETFs with annual rebalancing.

Laura Davis is a financial advisor at Park Avenue Securities with 40 years of industry experience. She holds the ChFC® and Series 63 designations and previously worked at Primerica Advisors and Guardian Life Insurance Company. Outside of her advisory role, she operates Advanced Strategies & Design, LLC, focusing on wealth accumulation and preservation strategies. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services with a range of proprietary and third-party investment programs. The firm combines a large-scale integrated model with multiple investment management approaches and specialized account services.

Jamie Gaballa is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Fifth Third Securities in 2024, Jamie was employed at Fifth Third Bank since 2022 and was self-employed from 2013 to 2021. 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 clients access to multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.

Eric Behrends is a financial advisor with Fifth Third Securities, Inc., holding Series 65 and Series 63 registrations and three years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank in 2023, he worked at the State Farm Gary Behrends Agency for seven years and spent a year as a stay-at-home dad. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering various managed account programs via the Passageway platform. The firm is a wholly owned subsidiary of Fifth Third Bank and provides access to multiple investment strategies, including mutual fund and ETF models, SMA strategies, tax-overlay services, and direct indexing.

Rita Latnhotha is a financial advisor at Creative Planning with 18 years of industry experience. She holds a Series 66 designation and has worked previously at Mesirow Financial and Princor Financial. Creative Planning serves a diverse client base including individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in assets. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, complemented by supplemental approaches such as direct indexing and tax-loss harvesting, and offers integrated retirement plan services alongside affiliated legal, trust, and recordkeeping businesses.

Robert Blanford is a financial advisor with Commonwealth Financial Network in Lombard, IL, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Garrett Consulting, Rockstar Rodeo, and The Clubhouse. Outside of finance, he is also a musical performer. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $213 billion in client assets. The firm provides a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custodial services.

Jorge Palacios Murphy is a financial advisor at &PARTNERS with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing Services LLC and JP Morgan Securities LLC. &PARTNERS serves a diverse client base that includes individual and institutional investors such as retirement plans, charitable organizations, and sovereign wealth funds. The firm offers a combination of investment advisory and brokerage services, utilizing a range of proprietary and third-party investment strategies delivered through platforms like Envestnet.

Scott Wertz is a financial advisor with The Huntington Investment Company in Melrose Park, IL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Ameriprise Financial Services, LPL Financial, and Firstmerit Bank. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and business entities. The firm uses an open-architecture investment model combining third-party sub-managers and affiliate Private Bank offerings, delivering services through various wrap-fee programs on the Envestnet MAS platform.

Derek Ghiotto is a financial advisor with PNC Wealth Management in Naperville, IL, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. He has been with PNC Investments since 2014, including a period at PNC Bank from 2014 to 2017. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessments and allocates investments via mutual funds and ETFs.

Christopher Karam is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Independent Financial Partners since 2011 and previously held roles at LPL Financial and Sheridan Road Financial, LLC. Outside of his advisory work, Karam serves as a Supervisor for Cuba Township in Barrington, Illinois, overseeing its operations and finances. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a multi-advisor platform with over $12.5 billion in assets under management and provides specialized retirement-plan advisory and pension consulting services.

Glenn Stears Jr. is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA and holds the CFP® and ChFC® designations. He has 45 years of industry experience, including roles at Waddell & Reed, Inc. for 37 years and managing his own insurance agency since 1980. He is also vice president and secretary of Sagrado & Stears, Inc., a non-investment related business. United Planners Financial Services of America serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm operates as both a registered investment adviser and broker-dealer, offering financial planning and portfolio management through an open-architecture platform with multiple custodians and third-party money managers.

Jordan Flowers is a Series 65-registered advisor with Brookstone Capital Management LLC in Wheaton, IL, where he has worked for 10 years. He has a decade of industry experience and maintains a licensed insurance agent role, offering life insurance and annuities through Wealth Financial Services & Tax Advisory. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other entities. The firm employs a range of investment strategies including strategic and dynamic asset allocation models, Unified Managed Accounts, and options-enhanced strategies, supported by proprietary funds and external sub-advisors.

Kimberly Mitchell is a financial advisor at Fifth Third Securities, Inc. with four years of industry experience. She holds a Series 66 designation and has worked at Ameriprise, Waddell and Reed, and as a self-employed advisor prior to joining Fifth Third Securities and Fifth Third Bank in 2025. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program, serving individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options, including advisor-directed models and separately managed accounts, and integrates municipal-advisor registration with its affiliation to Fifth Third Bank.

Rita Magic is a Series 66-credentialed financial advisor at Citigroup Global Markets with five years of industry experience. Her prior roles include positions at Edward Jones, JP Morgan Securities LLC, JPMorgan Chase Bank NA, LPL Financial, BMO Harris Bank, Morgan Stanley, and Bank of America. 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 with internal oversight and supports both discretionary and non-discretionary programs, leveraging its scale and specialized market roles.

Zhenlin Lu is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup Global Markets since 2020 and Citibank N.A. since 2013. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs along with broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale and unique market roles.

Tyler Glover is a CFA® charterholder with 17 years of industry experience, currently serving as a financial advisor at William Blair since 2014. He holds the Series 63 designation and is based in Geneva, Illinois. William Blair’s Private Wealth Management division offers 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, providing proprietary models and access to private funds through its MB Investments Program.