Nicholas Maucieri is a financial advisor at Principal Financial Services with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including TD Ameritrade and Princor Financial Services Corp. Outside of his advisory role, he officiates youth and high school sports such as football, wrestling, and lacrosse with the Illinois High School Association. 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, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Gian Carlo Ornelas is a CFP® and holds a Series 65 license, with two years of industry experience. He is currently with Mariner Wealth Advisors, where he has worked since 2021, including prior experience at Shankland Financial Advisors and Illinois State University. Outside of finance, he has experience in the automotive service sector with Platinum Car Wash. Mariner serves a diverse client base that includes individuals, high-net-worth households, pension plans, trusts, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and integrates tax and accounting services alongside traditional portfolio management.

Philip Monnier is a financial advisor with PNC Wealth Management in Western Springs, IL. He holds a Series 66 designation and has 13 years of industry experience. Prior to joining PNC in 2018, he worked at Capital One Advisors, LLC and Capital One Investing, LLC from 2015 to 2018. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees that uses algorithmic risk assessment and third-party-managed investment strategies.

Paul Schee is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Mariner Wealth Advisors, where he has worked since 2022, following nine years at Capstone Financial Advisors. Mariner serves a diverse client base, including individuals, high-net-worth households, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs customized, discretionary portfolios supported by an internal management team and third-party managers, and integrates tax and accounting services alongside operational financial wellness tools.

Charles Murin is a financial advisor with Corient, holding CFP® and Series 65 credentials and bringing 11 years of industry experience. He has worked at Corient since 2022 and previously spent eight years at Balasa Dinverno Foltz LLC. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, 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 integrates in-house strategies with third-party managers and customized asset allocation, supported by continuous portfolio monitoring and risk management tools.

Maxine Mott is a financial advisor at Lincoln Investment with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at TIAA-CREF and Macy's. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services through both discretionary and non-discretionary programs, managing approximately $22.9 billion in advisory assets.

Linda Sabo is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and bringing 16 years of industry experience. She has been with Benjamin F. Edwards since 2010. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations. The firm offers a range of advisory programs and investment strategies, combining firm-developed and third-party models with oversight from an Investment Strategy Committee.

Versie Walker II is a financial advisor at PNC Wealth Management in Naperville, IL, with 13 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Fidelity Investments, Merrill, and Bank of America. He also has experience in a business unrelated to finance, having worked at Hot-N-Poppin Inc. for six years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only discretionary digital account pilot for employees, which uses algorithm-driven portfolio selection and implements investments via approved strategies with mutual funds and ETFs.

Carla Merlak is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has worked at Brookstone since 2016 and also operates Merlak Tax Advisory Group Inc, where she provides tax preparation, planning, and insurance services. Additionally, she is involved with natural wellness product sales and financial and retirement planning through Next Phase Financial LLC. Brookstone Capital Management is an SEC-registered adviser serving a diverse client base including individuals, retirement plans, corporations, and sovereign wealth funds. The firm offers fee-based asset management and financial planning primarily through a turnkey asset management platform and wrap-fee programs, utilizing a range of investment strategies including tax-aware and ESG models.

Eric Andresen is a financial advisor with LPL Financial and NewEdge Advisors, LLC, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has worked at LPL Financial since 2005 and joined NewEdge Advisors in 2023. Andresen is also involved in tax preparation and accounting through Midwest Small Business Accounting & Tax. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a wide range of investment solutions, combining advisory operations with non-advisory financial products.

Bradley Mills is a financial advisor with Fifth Third Securities, Inc. in Elmhurst, IL, holding a Series 66 designation and 25 years of industry experience. He has been with Fifth Third Securities since 2005. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and use of platforms like Fidelity Institutional Wealth Adviser.

Shaila Maloney is a financial advisor at TIAA-CREF with 18 years of industry experience. She holds the Series 66 designation and has worked previously at Nuveen Asset Management, CUNA Mutual Group, and Bank of America. Her current role at TIAA-CREF involves serving clients in Wheaton, Illinois. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, offering model and customized managed accounts with a fiduciary standard applied to its RIA services.

Dominic Colletti is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2022. Prior to joining Mercer, he worked at Polaris Wealth Advisory Group and Fidelity Investments. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, families, business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified portfolios and offers a range of solutions such as discretionary and non-discretionary management, financial planning, and retirement consulting.

Lisa Shake is a financial advisor at William Blair with three years of industry experience. She holds a Series 66 designation and has worked at William Blair since 2021. Prior to joining William Blair, she spent nine years at Fifth Third Private Bank. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs active, research-driven strategies across various asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Charles Schuster is a financial advisor at Creative Planning with a Series 65 designation and one year of industry experience. His prior work includes roles at Monroe Capital LLC and Madison Boats LLC, along with four years at the University of Wisconsin-Madison. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing over $295 billion in client assets through more than 1,100 advisors.

Katherine Morris is a CFP® professional with 22 years of industry experience, currently serving at Planmember Securities Corporation. She has held positions at Veritrust Wealth Management since 2013 and was a member of the Oswego Police Pension Board from 2010 to 2018. In addition to her financial advisory work, she is involved in a non-investment administrative business. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios while offering participant education and support services.

Nicholas Curcio is a CFA® charterholder with 10 years of industry experience. He has worked at TIAA since 2017 and joined TIAA-CREF in 2025. His prior experience includes roles at HarrisDirect LLC and E*TRADE Capital Management LLC. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients with pre-existing TIAA employer retirement plan relationships. The firm offers customized portfolio management and operates as adviser to a donor-advised fund, applying a fiduciary standard within its vertically integrated advisory model.

Rachel Kowalczyk is a CFP® credentialed financial advisor with 11 years of industry experience. She has been with Mariner since 2018 and previously worked at Balasa Dinverno Foltz LLC for four years. Kowalczyk operates out of Mariner’s Oakbrook Terrace, IL office. Mariner serves a diverse group of clients including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized portfolio strategies supported by an internal investment team and third-party managers, and provides integrated tax, accounting, and family office capabilities alongside traditional advisory services.

Jason Brooks is a CFP® professional with 27 years of experience in the financial services industry. He is currently with Independent Financial Partners and IFP Securities, LLC, where he has worked since 2019. His prior experience includes roles at First Heartland Consultants, Inc., Signature Financial Services, Ltd, and First Heartland Capital Inc. Outside of advisory work, Brooks is involved in bookkeeping, accounting, and tax preparation through a separate business activity. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with notable capabilities in retirement-plan advisory and pension consulting.

Jesse Zaragoza is a financial advisor with Eagle Strategies (New York Life) based in Downers Grove, Illinois, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, U.S. Bancorp Investments, LLC, and New York Life Insurance Company. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate and charitable clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.