Mark Dehaan is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Dehaan has been with Fifth Third Securities since 2018 and has worked at Fifth Third Bank since 2016. Fifth Third Securities serves a wide range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple managed account programs via the Passageway platform, utilizing various portfolio management strategies and serving both high-net-worth individuals and business entities.

Jeffrey Grenchik is a CFP® professional with nine years of industry experience, currently with Private Advisor Group, LLC since 2022. Prior to joining Private Advisor Group, he worked at OFM Wealth from 2016 to 2022. He provides investment advice under the business name Harvest Financial Planning, LLC. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management and financial planning services, utilizing various investment strategies and third-party asset management programs.

Christopher Crull is a Certified Financial Planner (CFP®) with 21 years of industry experience. He has been with Fifth Third Securities, Inc. and its parent company, Fifth Third Bank, since 2004. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, combining its municipal-advisor registration with corporate affiliation to a large bank.

Chad Mast is a CFP® professional with 13 years of industry experience, currently affiliated with Private Advisor Group, LLC since 2018. He previously worked with Independent Financial Partners and has been involved with Harvest Financial Planning LLC since 2012. Mast is also a notary and manages tax preparation and accounting services through Harvest Tax & Consulting, LLC. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm supports a range of investment approaches and collaborates with multiple third-party asset managers and platforms to align with client objectives.

Daniel Mckenna is a CFA® charterholder with 10 years of industry experience. He is currently an advisor at Private Advisor Group, LLC and LPL Financial, having previously worked at First Trust Portfolios L.P. for nine years. Mckenna provides administrative support to Private Advisor Group as an additional business activity. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

Melanie Chakos is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2022 and Fifth Third Bank since 2018. Outside of her advisory role, Melanie is involved with Untangled Hope, an online e-learning venture. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services, offering multiple program types and third-party portfolio managers on its Passageway Managed Account platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and manages approximately $10.9 billion in assets with a broad client base.

Paul Franco is a financial advisor at Voya Financial Advisors, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Voya since 2016. Franco also serves as an adjunct instructor at Calumet College of St. Joseph, where he has taught business and psychology courses since 1989. In addition to his advisory role, he operates as an independent insurance agent and is president of TAT Associates, LLC, a financial services firm. Voya Financial Advisors, Inc. serves a wide range of clients including individuals, institutions, retirement plan sponsors, and charitable organizations. The firm provides services such as financial planning, portfolio management, and plan-sponsor consulting through various program structures, with a predominance of non-discretionary advisory relationships.

Roger Herrera IV is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Hornor Townsend & Kent since 2017 and previously was employed by Ameriprise Financial Services, Inc. Additionally, Herrera supports life insurance sales and services as a regional internal marketing representative for Penn Mutual Life Insurance Company. Outside of finance, he works part-time operating a customized photo booth for private events. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, with a dual SEC and FINRA registration, and manages multi-billion-dollar assets through a network of advisers and third-party asset managers.

Brandon Hanenburg is a financial advisor at Transamerica Retirement Advisors, LLC with three years of industry experience. He holds the Series 66 designation and has worked at Transamerica Investors Securities Corporation and Transamerica Life Insurance Company since 2023. Prior to that, he held roles at Thrivent Financial and Thrivent Investment Management. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education services. The firm’s investment approach relies on Morningstar Investment Management for portfolio construction and oversight, servicing a large client base primarily through non-discretionary asset management.

Xavier Kon Lopez is a financial advisor with Fifth Third Securities, Inc. based in Olympia Fields, IL. He holds a Series 66 designation and has five years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and use of National Financial Services and Fidelity platforms.

Anthony Hobson is a financial advisor with Money Concepts Capital Corp and holds Series 63 and Series 65 licenses. He has 26 years of industry experience and has been with Money Concepts since 2016. Outside of his advisory work, Hobson is a co-owner of a remodeling and roofing business and owns a bowling alley and restaurant in Griffith, Indiana. He also serves as a Griffith Town Councilman since 2026. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies across discretionary and non-discretionary programs, supported by third-party managers and technology platforms.

Jeffery Berenson is a CFP® professional with 39 years of industry experience, currently serving at NewEdge Advisors since 2022. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves as treasurer for the Kiwanis Club of Orland Park, where he manages financial records and supports community activities. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers diversified portfolio management, financial planning, retirement plan consulting, and access to various sponsored advisory programs, combining in-house manager selection with third-party models and advisor discretion.

Adam Paulson is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2020. His prior roles include positions at Wealth Enhancement Advisory Services, LPL Financial, and Fidelity Investments. Outside of advising, he is involved in software development through ZERO TO ONE, LLC and consults for BuildWise Solutions, LLC, a building materials manufacturer. Mariner Wealth Advisors serves a diverse client base, including individuals, institutions, and trusts, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by both internal research and third-party managers, and provides integrated tax and administrative solutions uncommon at its enterprise scale.

William Jennrich is a financial advisor with Empower Advisory Group in Frankfort, Illinois, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Cetera Financial Specialists LLC, and West Suburban Bank. He serves as president of the Frankfort Lions Club, overseeing meetings and directing the club's fundraising and community support activities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Nathaniel Barnette is a CFP® with four years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC. His prior experience includes roles at LPL Financial, Raymond James Financial Services, and AT&T. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, employing a range of investment strategies and supporting held-away account management through technology partnerships.

Trevor Johnson is a financial advisor at Fifth Third Securities, Inc. with four years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Fifth Third Securities and Fifth Third Bank since 2020. Outside of his advisory role, he creates trading and playing card content on YouTube and sells cards on online marketplaces. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, and institutional clients through its Passageway Managed Account Program. The firm combines its municipal-advisor registration with a large bank affiliation to provide a range of discretionary managed-account options, including direct indexing and tax-overlay services.

Brenda Long is a financial advisor at Principal Financial Services with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Principal Securities since 2003 and Principal Life Insurance Co. since 2000. She is also designated as a bank officer at Principal Bank and Principal Trust Company, supporting retirement plan account relationships across multiple Principal entities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Erin Schuster is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has been affiliated with Private Advisor Group since 2021 and has concurrently worked with Harvest Financial Planning/Harvest Wealth Partners and LPL Financial since 2014. Schuster serves as a board member of the Hanover Central Athletic Boosters, a nonprofit organization. Private Advisor Group provides portfolio management, financial planning, and retirement-plan consulting to individuals, businesses, trusts, estates, and charitable organizations. The firm offers access to third-party asset managers, turnkey asset management platforms, and a proprietary separately managed account program, delivering advisory solutions through a network of investment adviser representatives using a range of analytical approaches and client-tailored services.

Laurence Mccarthy is a financial advisor with Eagle Strategies (NY Life) in Munster, IN, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been associated with NYLife Securities LLC since 2013 and New York Life Insurance Company since 2012. Outside of his advisory role, he is involved in insurance brokering through Simplicity Life and Rafferty and Associates, Inc. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through multiple program types and primarily manages assets on a non-discretionary basis.

Julie Bukowski is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 65 licenses and has nine years of industry experience. She has been with Fifth Third Securities since 2016 and also works with Fifth Third Bank. Outside of her financial advisory role, she serves as secretary and treasurer for TopShelf Renovating LLC, a general contracting business. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and combines third-party portfolio managers with proprietary strategies, supported by its affiliation with Fifth Third Bank.