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.

Kimberly Mika is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 36 years of industry experience. She previously worked at Commonwealth Financial Network, LPL Financial, and INVEST Financial Corp. Mika is the managing member and owner of Riverstone Wealth Partners Mika, LLC, a private entity involved in securities, advisory, and insurance business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, and pooled plan solutions, serving clients such as large institutional investors and sovereign wealth funds.

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.

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.

Tarah Sikkenga is a ChFC® credentialed advisor with three years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. Her prior experience includes several years at Zurich North America. Wealth Enhancement Advisory Services provides financial planning and asset management for individuals, high-net-worth clients, corporations, and retirement plans, managing over $122 billion in assets through a large advisor network and a variety of program options that combine passive and active investment strategies overseen by an internal Investment Committee.

Carin Roman is a CFP® professional with 21 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2020. Prior to this, she worked for CCP, Inc. for 14 years. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios with multi-factor tilts and a variety of implementation options.

Juan Galaviz is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2015, including his current role since 2022, with a one-year tenure at U.S. Bancorp Investments in between. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

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.