Sean Mccormack is a CFP® and Series 66-licensed financial advisor with eight years of industry experience. He is currently affiliated with Valic Financial Advisors and Agia, where he provides non-securities insurance products. His prior work includes roles at Healy Construction Services and IronFlex Warzone. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Gary Silverman is a CFA® charterholder with 19 years of industry experience. He is currently a financial advisor at Cerity Partners LLC, where he has worked since 2019, and at Cerity Partners Retirement Plan Advisors since 2022. Prior to joining Cerity Partners, he spent 14 years with Blue Prairie Group LLC and one year with Embree Financial Group. Cerity Partners advises a diverse client base, including individuals, families, trusts, business entities, and institutional investors, with approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services and employs an investment framework focused on client-specific profiles, asset allocation, and access to alternative and private market solutions.

Karina Scalzo is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and four years of industry experience. Prior to joining Citigroup in 2022, she worked at the University of Miami and held positions at L'Oréal, TFC Marketing, and Sephora. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with unique market roles including swap dealer and futures commission merchant activities.

Joshua Quail is a financial advisor at Kestra Advisory with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Stifel for nine years. Quail serves on the finance council for St. Gall Parish and is involved as a chancellor with the Knights of Columbus. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors, institutional clients, and individuals. The firm offers a range of services including fiduciary consulting, plan design, due diligence-supported investment recommendations, and access to multiple management platforms and third-party solutions.

William Colwyn is a financial advisor at Rockefeller Financial LLC with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Bank of America, Merrill, and Rockefeller Financial in various roles since 2008. Outside of his advisory work, he serves as a board member and secretary of Briarwood Country Club in Deerfield, Illinois, where he is involved in governance, membership recruitment, and committee work. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services within a Private Advisor model supported by a consolidated investment platform, and it operates as both an investment advisor and a registered broker-dealer.

Darwin Cruz is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, the Hoopis Group, and Mass Mutual Life Insurance Co. He also served in Air National Guard Recruiting for three years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique market roles such as operating as a swap dealer and futures commission merchant.

John Bromfield is a financial advisor with Brookstone Capital Management LLC in Wheaton, IL, holding a Series 65 credential and three years of industry experience. Prior to joining Brookstone Capital Management in 2023, he worked at JP Morgan Chase for three years and ServiceLink for four years. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes a turnkey asset management platform and offers discretionary portfolio management through strategic and dynamic asset-allocation models, incorporating ETFs, mutual funds, individual securities, options-enhanced strategies, and proprietary funds.

Wei Zhang is a financial advisor with Transamerica Financial Advisors in Oakbrook Terrace, IL, holding Series 65 and Series 63 licenses and 13 years of industry experience. He has worked at Transamerica Financial Advisors since 2013 and is also involved with Net Law Inc. and the Heartland Institute of Financial Education, a nonprofit focused on financial literacy and college planning. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and charitable organizations. The firm provides both advisory and broker-dealer services, offering proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Thomas Wolek is a financial advisor at Brookstone Capital Management LLC with three years of industry experience. He holds a Series 65 designation and has worked at Brookstone Capital Management since 2023. His prior experience includes roles at Wealth Financial Services & Tax Advisory, Pennsylvania State University, Essendant, and The Home Depot. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform and wrap-fee program.

Alex Kruszewski is a financial advisor at Schwab Wealth Advisory with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab and TD Ameritrade prior to his current role. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select referrals. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

Rocio Aguayo is a financial advisor with Fifth Third Securities, Inc. based in Chicago, IL. She holds the Series 63 and Series 65 licenses and has two years of industry experience. Prior to her current role, she worked at Fifth Third Bank and was involved with Quinceaneras Magazine for nine years. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base including individuals, charitable organizations, and institutional investors. The firm’s platform features multiple discretionary managed-account options, direct indexing, and a tax-overlay service, supported by its affiliation with Fifth Third Bank and partnerships with National Financial Services and Fidelity Institutional Wealth Adviser.

Sean Nash is a financial advisor at Creative Planning with nine years of industry experience. He holds the CFP® designation and the Series 66 license. His prior work includes roles at JPMorgan Securities LLC, JPMorgan Chase Bank, and various wealth management and financial services firms. Creative Planning provides wealth management and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach focused on low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Matthew Ochoa is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2022, following prior roles at Northern Trust Bank and The Understudy. Citigroup Global Markets serves individual and institutional clients across various wealth segments with multi-asset, multi-manager investment strategies. The firm offers a broad range of advisory programs and execution services, combining large institutional scale with specialized market roles such as swap dealing and futures commission merchant activities.

Roger Fuhrman is a financial advisor at Brookstone Capital Management LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2016. Fuhrman is also a professor at North Central College and is involved with Simplicity Financial Marketing. 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 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 model portfolios and managed accounts.

Vanessa Retter is a financial advisor at Brookstone Capital Management LLC with five years of industry experience. She holds a Series 65 designation and has worked at Brookstone since 2021. In addition to her advisory role, she is involved in insurance sales. 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.

Sean Jucas is a financial advisor with Sanctuary Advisors, LLC in Chicago, IL, holding a Series 66 designation and 20 years of industry experience. Prior to joining Sanctuary Advisors in 2023, he worked at Bank of America, N.A. and Merrill, with tenures spanning over a decade at each firm. Outside of his advisory role, he serves as a trustee and committee member for the Union League Boys & Girls Club, a nonprofit focused on youth development, and holds leadership positions in community organizations including board president of a condominium association and athletic committee member of the Union League Club of Chicago. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm supports a variety of portfolio management approaches and fiduciary services, utilizing multiple analytical methods and platforms while maintaining affiliations with other investment firms.

Jennifer Casey is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. Prior to joining Creative Planning, she worked at CCP Financial Planning Services from 2014 to 2018. She is a member of the board of directors and Outreach Chair at GiGi's Playhouse, a nonprofit that offers educational and therapeutic programs for individuals with Down Syndrome and their families. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process centered on low-cost indexing and buy-and-hold strategies, supplemented by tax-efficient and fundamental equity approaches, supported by a large advisory team and integrated investment infrastructure.

Robert Hon is a financial advisor with Rockefeller Financial LLC in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include tenures at Wells Fargo Clearing, Credit Suisse Securities (USA) LLC, and Great Lakes Advisors, LLC. Outside of his advisory work, he is a partner in HON & HON LLC, an investment-related business. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer offering a range of investment products and placement services through a consolidated investment platform known as Rockefeller Global Investment Management.

Gregory Kurinec is a CFP® with 20 years of industry experience, currently affiliated with Independent Financial Group, LLC since 2010. His prior experience includes roles at FSC Securities Corporation, Waterstone Financial Group, Inc., and OSAIC Services, Inc. He is an attorney providing estate planning services, serves as a volunteer public speaker for the Society for Financial Awareness, and holds a board position with the International Association of Registered Financial Consultants. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm employs a combination of strategic asset allocation and multi-manager portfolios across various risk profiles, utilizing both active and passive investment strategies.

Bryan Ball is a financial advisor with Lincoln Investment in Lombard, IL, holding Series 63 and Series 65 credentials and 16 years of industry experience. He previously worked at Agia and Valic Financial Advisors. Outside of his advisory work, Bryan is involved with non-securities insurance products through an agent role at Agia. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that develops strategic and adaptive model portfolios.