Juan Viamontes Jr. is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at JP Morgan Securities LLC, Merrill, and Bank of America. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven discretionary model account for employees with PNC Bank online-banking credentials. The firm utilizes approved mutual fund and ETF strategies managed or delegated to third parties, with a focus on model-driven portfolio implementation and annual rebalancing.

Chloe Prior is a financial advisor at Citigroup Global Markets with a Series 66 designation and four years of industry experience. Her prior work includes roles at Guaranteed Rate, Aldi, Inc., and Elm Lawn Memorial Park. Citigroup Global Markets serves individual and institutional clients across a broad range of wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, implementing both discretionary and non-discretionary strategies using internal standards and oversight committees.

Monica Kaminski is a CFA® charterholder and holds a Series 66 license with eight years of industry experience. She has worked at William Blair since 2022 and previously spent ten years at BMO Harris Bank. Outside of her financial advisory role, she is a skincare consultant for Rodan and Fields. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and offers proprietary models and access to private funds through its integrated investment platform.

Richard Schlesinger is a CFP® with 25 years of industry experience. He has been with Planmember Securities Corporation since 2005 and has operated as a self-employed financial professional since 2000. In addition to his advisory work, he provides tax preparation services and manages fixed annuity products from a home-based practice. Planmember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm offers participant-level investment options through risk-based mutual fund portfolios and supports clients with education, personalized planning, and separation counseling.

Scott Weinstein is a financial advisor at Ameritas Advisory Services, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Ohio National Financial Services and Lake Michigan Benefit Associates. He is also licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by multiple custodial platforms and third-party tools.

Kenneth Cady is a financial advisor at Integrity Alliance, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Lion Street Advisors, Lion Street Financial, and Wayne Hummer. Outside of his advisory role, he is a singer and songwriter with the Thirsty Boots Band. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisors. The firm offers asset management, financial planning, and retirement plan consulting, utilizing various portfolio management approaches and multiple custodial platforms.

Brian Tarro is a Series 66-credentialed financial advisor with 16 years of industry experience. He is currently with Integrated Wealth Concepts LLC, where he has worked since 2021. Prior to this, Tarro held roles at Level Four Advisory Services and LPL Financial, among others. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors operating under various d/b/a names. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, employing a primarily long-term investment approach with customized portfolios that include mutual funds, ETFs, individual equities, and fixed income.

Denise Delaney is a Series 66 licensed financial advisor with seven years of experience. She is currently with PNC Wealth Management and has previous experience at Edward Jones, Bank of America, and Merrill Lynch. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend risk bands and employs mutual funds and ETFs with annual rebalancing.

Matthew Anderson is a financial advisor with PNC Wealth Management in Naperville, IL, holding Series 66, Series 63, and Series 65 licenses and 16 years of industry experience. He previously worked at U.S. Bancorp Investments and US Bank from 2016 to 2024. Anderson has been with PNC since 2026. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering that uses algorithmic risk assessment and discretionary model strategies managed by PNC or third parties.

Jeff Pierson is a financial advisor at Lincoln Investment with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with Lincoln Investment Planning, Inc. since 2005. Outside of his advisory work, Pierson serves on the boards of the Rialto Square Theater and the Will County 100 Club, and is a member of the Joliet Rotary Club. He also has a long-standing involvement with the Lisle-Woodridge Fire Department. Lincoln Investment serves individual clients, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, advisor-managed and firm-managed model portfolios, and operates as both a registered investment adviser and broker-dealer.

Alicia Hyland is a financial advisor with Empower Advisory Group, holding Series 63, Series 65, and Series 66 credentials and nine years of industry experience. She previously worked at GWFS Equities Inc. and Stonegate Advisors LLC. Outside of finance, she operates a part-time bookkeeping and accounting business and works as a part-time flight attendant. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Pu Walpole is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup Global Markets since 2007. The firm serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. Citigroup Global Markets leverages a multi-asset, multi-manager approach with extensive internal research and risk oversight, operating at large institutional scale with capabilities including futures and swap dealing.

Mazen Zanayed is a financial advisor with PNC Wealth Management in Clarendon Hills, IL, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has been with PNC Wealth Management since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic questionnaires to guide portfolio strategy and implements investments via approved model strategies managed by PNC or third-party strategists.

Austin Wegforth is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 63 licenses and having one year of industry experience. His background includes positions at Wealth Enhancement Brokerage Services and the Wealth Enhancement Group, as well as prior work in real estate and education. Wealth Enhancement Advisory Services manages over $122 billion in assets and offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment approach that combines passive and active management and uses quantitative, momentum, and fundamental analysis.

Daniel Lippold is a CFP® professional with 28 years of industry experience, currently serving at First Command Advisory Services since 2015. He has also been affiliated with First Command Insurance Services and First Command Financial Planning since 2011. Daniel is based in Darien, IL. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and various wrap-fee asset management programs, utilizing model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Joy Kaminski is a financial advisor with Lincoln Investment in Joliet, IL, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked at Lincoln Investment since 2015 and also serves as Marketing Manager at The Voyager Group, a financial services and insurance firm. Kaminski previously operated Finding Joy Photography from 2005 to 2022. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of advisor-managed and firm-managed investment programs utilizing both strategic and tactical approaches.

Barbara Natale is a financial advisor at PNC Wealth Management with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has been with PNC Investments since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy pilot for employees that uses algorithmic risk assessment and manages investments via mutual funds and ETFs with annual rebalancing.

Derek Ghiotto is a financial advisor with PNC Wealth Management in Naperville, IL, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. He has been with PNC Investments since 2014, including a period at PNC Bank from 2014 to 2017. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessments and allocates investments via mutual funds and ETFs.

Kimberly Mitchell is a financial advisor at Fifth Third Securities, Inc. with four years of industry experience. She holds a Series 66 designation and has worked at Ameriprise, Waddell and Reed, and as a self-employed advisor prior to joining Fifth Third Securities and Fifth Third Bank in 2025. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program, serving individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options, including advisor-directed models and separately managed accounts, and integrates municipal-advisor registration with its affiliation to Fifth Third Bank.

Joseph Fazekas is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Creative Planning since 2012. He holds Series 63 and Series 65 licenses and is based in Plainfield, Illinois. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and supplemental portfolio techniques, supported by a broad range of affiliated non-investment businesses.