Kristina Denton is a financial advisor at Corient with 11 years of industry experience. She holds a Series 65 designation and has worked at Corient and its affiliated entities since 2022, following eight years at Balasa Dinverno Foltz LLC. Corient provides investment advisory and financial planning services to individual and 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 combines in-house strategies with third-party managers and employs risk management tools to align portfolios with client objectives.

Casey Madden is a CFP® professional with 17 years of industry experience, currently serving at Brookstone Capital Management LLC since 2009. He also operates CM Financial Planning, where he provides annuities, long-term care, and life insurance services. 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 registered investment advisers, sovereign wealth funds, and banking institutions.

Joseph Tabet is a financial advisor at William Blair with Series 63 and Series 65 credentials and 41 years of industry experience. He has worked at William Blair since 2004 and has held positions at Mony Securities Corporation and Mutual of New York since 1991. 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 multiple asset classes and provides access to proprietary models, third-party sub-managers, and private funds.

Kristian Malcontento is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds a Series 66 designation and has worked at several firms, including J.P. Morgan Securities, U.S. Bancorp Investments, Fifth Third Securities, and Cetera. Outside of finance, he was involved with The Whiskey Hound for three years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale and unique market roles, including swaps and futures services.

Scott Farwell is a financial advisor at Fifth Third Securities, Inc. with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fifth Third Securities and Fifth Third Bank since 2022. Prior to that, he was with TD Ameritrade for five years and Edge Financial Advisors for one year. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account programs combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.

Neil Davies is a financial advisor at Creative Planning with seven years of industry experience. He holds Series 66 and Series 65 credentials. Prior to joining Creative Planning, Davies worked for Capital Strategies Investment Group for multiple periods spanning 2011 to 2024. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, tax-loss harvesting, and selective private market exposure while offering a range of institutional and fiduciary services.

Stacy O'Brien is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 12 years of industry experience. She previously worked at Morgan Stanley for 11 years before joining Benjamin F. Edwards in 2022. Outside of her advisory role, she is involved in wholesale and distribution sales through Zyia Active. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs and investment strategies managed by advisors and third parties, supported by comprehensive custody, trading, and operational services.

Thomas Peterson is a financial advisor with Eagle Strategies (NY Life) based in Oak Park, Illinois, holding the CFP® and ChFC® designations with 25 years of industry experience. He has been affiliated with Eagle Strategies since 2009 and New York Life entities since 2008. Peterson also operates Peterson Financial Group, LLC, under which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm primarily manages assets on a non-discretionary basis and offers tailored advisory solutions through multiple program types within an integrated New York Life affiliate structure.

Michael McKevitt is a CFP® with 17 years of industry experience, currently serving as an advisor at Private Advisor Group, LLC since 2015. He has also been associated with LPL Financial since 2008. McKevitt operates under the business name Purposeful Wealth, Inc. for providing investment advice through Private Advisor Group. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, offering services to individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and access to third-party asset management programs, with an investment approach that incorporates asset allocation, fundamental, technical and cyclical analysis, and various strategy time horizons.

John Kozuch is a CFP® professional with 34 years of experience in the financial services industry. He is currently affiliated with CWM, LLC and has held roles at firms including LPL Financial and Cetera Wealth Services. Kozuch is also engaged as an insurance agent, selling life, annuity, and long-term care products. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm employs discretionary portfolio management using model portfolios overseen by an in-house Investment Committee and offers a range of financial planning and retirement plan services.

Joseph Foltz is a CFP® with six years of industry experience and is currently an advisor at Corient. His prior experience includes roles at Balasa Dinverno Foltz LLC and several other financial and educational organizations. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools to align portfolios with client objectives.

Thomas Love is a financial advisor at Benjamin F. Edwards & Company, Inc. with three years of industry experience. He previously worked at Invesco and has held various positions including roles at YoungLife, Samaritan's Purse, and Wheaton College. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, institutions, and retirement plans through a variety of fee-based wrap programs, financial planning, and investment management services. The firm offers multiple investment strategies monitored by an Investment Strategy Committee and combines custody, execution, and advisory services under one platform.

Eric Grauer is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Creative Planning since 2021 and previously held roles at Raymond James Financial Services and Invesco. 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 approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by tactical options such as direct indexing and tax-loss harvesting.

Lewis Affetto is a Series 66-credentialed financial advisor with 16 years of industry experience, currently serving at Kestra Advisory since 2021. His prior experience includes roles at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc, spanning over a decade. Outside of his advisory work, he is a partner in an accounting firm, Bernard A. Affetto & Co., and serves on the board of FRA NOI, a nonprofit organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers comprehensive services such as fiduciary consulting, plan design, and investment advice, supporting a wide range of client needs with multiple management platforms and third-party solutions.

Steven Whiting II is a Series 66-licensed advisor with Transamerica Financial Advisors and has been in the industry since 2024. His prior experience includes roles at Wfgia, American Airlines Group Inc., National Airlines, FedEx, and United Airlines. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with a range of discretionary and non-discretionary program options.

Kevin Trinidad is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Prudential and Mutual of Omaha. He owns and operates Wealthpoint360, an insurance brokerage business. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Victor Salvador is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Victory Brokerage Services and the National Association of Registered Social Security Analysts. Outside of advisory work, he is involved in financial education, teaching literacy classes through the Heartland Institute of Financial Education, and participates in event organization for regional teams. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Stevany Williamson is a financial advisor at Empower Advisory Group with Series 65 and Series 63 credentials and three years of industry experience. Her prior work includes positions at JPMorgan Chase Bank, J.P. Morgan Securities, and various mortgage-related roles. Before her financial services career, she managed a salon and spa for three years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s integrated approach leverages proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, with services closely tied to Empower’s recordkeeping and administrative platforms.

Gregory Anderson is a financial advisor with Kestra Advisory in Naperville, IL, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He previously worked at Axa Advisors, LLC from 1999 to 2016 before joining Kestra Advisory. Outside of his advisory role, he is a member of The Income Benefits Group Holdings, LLC, a real estate business. Kestra Advisory provides investment advisory and retirement plan consulting services to institutional and individual clients, including vendor searches, plan design, fiduciary consulting, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Robert Bockel is a financial advisor at Osaic Advisory Services, LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including OneDigital Investment Advisors LLC, Triad Advisors, Hornor, Townsend & Kent, Inc, and Penn Mutual Life Insurance Company. Outside of his advisory role, he serves as lead strategist for BXY Financial Network and OneDigital, and is involved with Pinnacle Planning Group. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and public entities. The firm provides a broad range of services including investment management, financial planning, retirement consulting, and third-party manager oversight, utilizing multiple program models and custodian arrangements primarily through Schwab and Fidelity.