Gregory Bogdan is a CFP® and holds a Series 66 license with 16 years of industry experience. He is currently with Integrated Wealth Concepts LLC and previously worked at HighTower Advisors LLC and Private Vista, LLC. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, consulting, and family office services, utilizing a range of mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

Nathan Meek is a financial advisor at Cerity Partners LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Edge Financial Advisors, LLC and Fidelity Investments. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm uses tailored asset allocation and manager selection combined with proprietary quantitative screens and third-party managers, and offers a range of services including portfolio management, financial planning, retirement consulting, and access to private-market investments.

Mark Metz is a CFP® and holds a Series 66 license, with five years of industry experience. He is currently with Creative Planning, where he has worked since 2023. Prior to that, he was at The Vanguard Group, Inc from 2021 to 2023 and Vermillion Financial Advisors in 2020. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by tax-loss harvesting, individually managed strategies, and selective private market exposure.

Linda Wieczorek is a financial advisor at Mercer Global Advisors Inc. with nine years of industry experience. She holds a Series 66 designation and has worked at several firms including The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Thrivent Investment Management Inc. She currently holds active life, health, and variable contracts insurance licenses. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of advisory services including investment management, financial, tax, retirement and estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor tilts and regular rebalancing.

Cristl Walker is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her prior roles include positions at Securities America, Fidelity Brokerage Services, and Charles Schwab. Outside of financial advising, she provides pet sitting services through the Rover platform. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.

Todd Schossow is a financial advisor at Brookstone Capital Management LLC with 28 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Northern Trust Bank and Northern Trust Securities Inc for 12 years. He has been with Brookstone Capital Management since 2021. 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 or thrift institutions.

Sara Zappani is a financial advisor with Kestra Advisory, holding a Series 66 credential and nine years of industry experience. She has been with Kestra Advisory since 2016 and also serves as office manager for Partners Wealth Management, where she manages day-to-day operations. Additionally, she is involved as a member of SORELLE Development, LLC, contributing to property research and development management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services that include fiduciary consulting, plan design, employee education, and advisor-managed accounts.

Larry Goldberg is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with Bankers Life and its affiliated entities since 2014, including a role as Unit Sales Manager where he manages and trains agents writing insurance products for the senior market. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis methods to create customized portfolios aligned with clients’ goals and risk tolerances.

Dana De Lance is a CFP® professional with seven years of industry experience. He is currently with Mercer Global Advisors Inc. and has previously worked at Mariner Wealth Advisors, Kovitz Investment Group Partners, and JMG Financial Group. Mercer Global Advisors provides investment advisory and planning services to individuals, families, business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost index vehicles and multi-factor strategies, and offers a range of portfolio management and planning services.

Michael Shean is a financial advisor at TLG Advisors, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Simplicity Investments, MML Investors Services, Mass Mutual Life Insurance Company, and Lenox Advisors, Inc. Outside of his advisory role, he is also an insurance agent specializing in individual and group life and health insurance. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing fundamental analysis and Modern Portfolio Theory across its investment approach.

Andrea Longhi is a financial advisor with Creative Planning, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to joining Creative Planning in 2021, he worked at Raymond James Financial Services and Money Managers Financial Group. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering a range of institutional and retirement plan services.

Kellen Cross is a financial advisor at Mariner Wealth Advisors with a Series 65 credential and two years of industry experience. Prior to joining Mariner, he held roles at the University of Kansas, Infinitas, Edison Spaces, and Royal Blue Capital. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal investment team and integrates tax and accounting services uncommon for firms of its size.

Daniel De Masi is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 66 designations and has 19 years of industry experience. He has been with Citi Personal Wealth Management since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm uses multi-asset, multi-manager strategies and maintains unique market roles including in-house research and serving as a swap dealer and futures commission merchant.

Timothy Troutman is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He is president of Troutman and Associates, Inc., where he provides estate planning and elder care planning services. Troutman also serves as a secondary trustee for a family trust and manages real estate-related businesses through Parkside Holdings and Troutman Semler LLC. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients, offering financial planning, portfolio management, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform with multiple custodians and third-party managers, emphasizing largely non-discretionary asset management.

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.

Matthew Foltz is a CFP® and holds a Series 65 license with 10 years of industry experience. He is currently with Corient in Itasca, IL, where he has worked since 2022. His prior experience includes eight years at Balasa Dinverno Foltz LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that blends in-house strategies with third-party manager solutions and specialized offerings through affiliates.

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. and holds Series 63 and Series 66 licenses. He has 41 years of industry experience, including 12 years at VOYA and over 40 years as a self-employed professional. In addition to his advisory work, he operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. offers investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, and corporations. The firm combines adviser-led programs with model portfolios and third-party manager accounts, providing both discretionary and non-discretionary investment options.

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.