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.

Roman Berkusenko is a CFP®-designated financial advisor with 13 years of industry experience. He is currently with The Huntington Investment Company, having previously worked at Ameriprise Financial Services and JP Morgan Securities. Outside of his advisory work, he co-owns an online collectibles store on eBay. The Huntington Investment Company serves individuals, high-net-worth clients, charitable organizations, and businesses with advisory and brokerage services. The firm employs an open-architecture investment model combining third-party managers and proprietary private bank models across various wrap-fee programs.

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.

Dino Gavanes is a financial advisor at Centaurus Financial, Inc. with 17 years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at Equitable Advisors LLC, MML Investors Services, LLC, Mass Mutual Life Insurance Company, and Advisers Group, Inc. Outside of his advisory role, he serves as a board member for the Village of Itasca and is involved in insurance consulting. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements with a range of analytical approaches.

Anthony Williams is a financial advisor at Voya Financial Advisors, Inc. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Voya, he worked at Park Avenue Securities, Guardian Life Insurance Company, and Northwestern Mutual. Voya Financial Advisors, Inc. serves individual clients, employer-sponsored retirement plans, and charitable and corporate clients, offering financial planning, portfolio management, and brokerage and insurance products. The firm utilizes both affiliated and third-party investment strategies and manages a majority of its assets on a non-discretionary basis.

Colin Coine is a CFP® and Series 65-registered financial advisor with three years of industry experience. He is currently with Mariner and has previously worked at Waverly Advisors, LLC, StrategIQ Financial Group, LLC, Thrivent, and held roles outside of finance, including five years with the U.S. Soccer Federation. Mariner serves a wide range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm combines in-house research with third-party managers to implement customized portfolios and provides integrated tax and accounting services alongside administrative CFO capabilities.

Elise Rand is a financial advisor with Commonwealth Financial Network in Batavia, IL, holding a Series 66 designation and three years of industry experience. Her work history includes roles at Crabtree Financial Group, LLC and Melton & Associates. She also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs, technology, and operational support. The firm offers discretionary model portfolios and various program structures, supporting advisors who deliver customized investment solutions under Commonwealth’s supervision.

Peter Conway is a financial advisor with Brookstone Capital Management LLC in Buffalo Grove, IL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Brookstone since 2017 and has been president and owner of Conway Tax Advisors since 2005, where he is involved in insurance and annuity sales as well as tax preparation through a co-owned tax advisory firm. 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 programs. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, offering primarily discretionary investment management across various strategies and model portfolios.

Courtney Bonstrom is a Series 65-licensed advisor with Brookstone Capital Management LLC, based in Wheaton, IL, and has 15 years of industry experience. She has been with Brookstone Capital Management since 2011. Outside of her advisory role, she serves as an adjunct professor at Aurora University in a part-time, non-investment-related capacity. Brookstone Capital Management provides fee-based asset management and financial planning for a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs a range of strategic and dynamic asset-allocation models and offers discretionary portfolio management through various programs and sub-advisory relationships.

David Mcfeggan Jr. is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with LPL Financial since 2006 and joined NewEdge Advisors in 2023. In addition to his advisory work, he is involved in tax preparation and bookkeeping through Midwest Small Business Accounting and manages Midwest Insurance Partners, which offers property, casualty, and non-variable insurance. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program, employing asset allocation across mutual funds, ETFs, and individual securities with regular portfolio reviews and rebalancing.

Bill Rizos is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Wells Fargo Bank, US Bank, U.S. Bancorp Investments, BMO Harris, and Country Capital Management Company. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, as well as broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research, swap dealing, and futures commission merchant activities.

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.