Juan Martin is a financial advisor with Citigroup Global Markets in Oak Brook, IL, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Morgan Stanley, E*TRADE Securities, and J.P. Morgan. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs with a combination of discretionary and non-discretionary strategies. The firm operates at large institutional scale and provides a broad range of advisory, execution, and custody services, including unique market roles such as swap dealing and futures commission merchant activities.

Zachary Cravez is a CFP® and holds a Series 66 license with three years of industry experience. He is currently with Cerity Partners LLC and previously worked at Edge Financial Advisors and Bank of America Merrill Lynch. Cerity Partners provides customized wealth management and related services to a wide national client base, including individuals, families, trusts, business entities, and institutional investors. The firm’s approach includes tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Paul Mozis is a CFP® professional affiliated with Fifth Third Securities, Inc. in Glen Ellyn, IL, with 28 years of industry experience. He has worked at Fifth Third Securities and Fifth Third Bank since 2019 and previously held roles at Cetera and MB Financial Bank. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank and provides clients access to multiple discretionary managed-account programs and specialized services such as direct indexing and tax-overlay options.

Douglas Lincoln is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with Voya since 2014 and has also operated as a self-employed advisor since 1986. In addition to his advisory role, Lincoln is an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth clients. The firm provides financial planning, portfolio management, and various advisory programs through both discretionary and predominantly non-discretionary arrangements.

Alexander Marks is a financial advisor at Citigroup Global Markets with 37 years of industry experience. He has been with Citigroup since 2007 and holds Series 63 and Series 65 licenses. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies with internal oversight and maintains unique market roles, including in-house research and operations as a security-based swap dealer and futures commission merchant.

Melissa Wajda is a financial advisor at Creative Planning with five years of industry experience. She holds the Series 66 designation and previously worked at Benjamin F. Edwards & Company for six years and Awana International for three years. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors and 151 offices.

Casey Ciesla is a financial advisor at Brookstone Capital Management LLC with a Series 65 credential and one year of industry experience. Prior to joining Brookstone, Casey worked at Desrochers Backyard Pools & Spas for three years. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm uses a variety of investment strategies, including strategic and dynamic asset-allocation models and options-enhanced strategies, while operating a turnkey asset management platform and serving as a sub-advisor to other advisory programs.

Traci Eisner is a financial advisor with Kestra Advisory Services, holding the ChFC® and Series 63 designations and bringing 23 years of industry experience. She has worked extensively with Kestra Investment Services and Bensman & Associates Ltd prior to her current role. Eisner also engages in case design and insurance plan consulting through multiple affiliated financial and insurance entities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, benchmarking, employee education, and access to multiple management platforms, with a client base that includes large institutional investors and sovereign wealth funds.

Daniel Carthew is a financial advisor with Commonwealth Financial Network in Wheaton, IL, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior roles include positions at Murphy Financial Group, Raymond James Financial Services, Crux Wealth Advisors, Kestra Investment Services, and Favia Group. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services along with operational, trading, technology, investment management, compliance, and practice-management support. The firm offers various program structures including discretionary model portfolios and personalized indexing options.

George Dogandjiev is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at JPMorgan Chase Bank, J.P. Morgan Securities, and Star Logistics Solutions LLC. Outside of his advisory role, he owns Level Solutions LLC, a business consulting firm. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm combines bank affiliation with a municipal-advisor registration and provides multiple discretionary managed-account options, including direct indexing and tax-overlay services.

Brian Gilmore is a financial advisor at William Blair with a Series 66 designation and 10 years of industry experience. He has worked at William Blair since 2022 and previously spent seven years at PNC Wealth Management. 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 management approach across a range of asset classes and provides proprietary models and access to private funds and co-investment opportunities.

Katherine Murphy is a financial advisor at William Blair with 19 years of industry experience. She holds a Series 66 designation and has been with William Blair & Company since 2006. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, including high-net-worth clients, as well as 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 and co-investment opportunities.

Sal Tabuena is a financial advisor with Principal Financial Services in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Principal Life Insurance Company since 1998 and Principal Securities Inc since 1994. Outside of his advisory role, he is a director and partner at Principal Consulting Group LLC. 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 U.S. military personnel abroad. 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.

Dariusz Godlewski is a financial advisor at Brookstone Capital Management LLC with 13 years of industry experience. He holds the Series 65 designation and has been with Brookstone since 2013. In addition to his advisory role, he owns Financial Wealth Alliance Inc., an independent life insurance and annuity business. 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 broad 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 using model portfolios and managed accounts.

Christopher Bowling is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. He has worked with Fifth Third Securities since 2014 and has been employed by Fifth Third Bank since 2007. Fifth Third Securities, Inc. offers 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 provides multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a focus on integrating bank and broker-dealer resources.

John Burke is a financial advisor at Principal Financial Services with a Series 66 designation and three years of industry experience. His prior work includes roles at Principal Life Insurance Company, Principal Securities Inc, and various positions at Associated Bank and Okta. Outside of advising, he works in food service as a cashier and cook for a BBQ food truck and assists the Ohio team with selling disability insurance through a resident program at The Ohio State University. 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.

Michael Calabrese is a CFP® certificant with 19 years of industry experience, currently serving at Citigroup Global Markets since 2022. He previously worked at Woodbury Financial Services, Inc. for nine years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including acting as a swap dealer and futures commission merchant.

Lashawn Johnson is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. He has been with CitiBank since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides bespoke solutions for large relationships, combining large institutional scale with unique market roles.

Rajesh Patel is a financial advisor with Principal Financial Services, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at Equitable Advisors and AXA Advisors, LLC. He serves as an investment advisor to the Indian American Medical Association Charitable Foundation, which operates a free health clinic for individuals unable to afford medical care. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Michael Dipiero is a financial advisor at Kestra Advisory with 16 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Hornor Townsend & Kent, Penn Mutual Life Insurance Company, AssetMark Brokerage, Centurion Capital Group, and Capital Brokerage Corporation. He serves as Director of Investments at Coltiva Wealth Planning Partners, focusing on financial planning and insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving notable clients such as sovereign wealth funds.