Paul Garrett is a financial advisor with Commonwealth Financial Network in Oakbrook, IL, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has operated Garrett Consulting Corp. since 2003 alongside his role at Commonwealth, where he has worked since 2001. Outside of his advisory work, Garrett is a compensated member of a band. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers a range of investment program structures and supports affiliated advisors with operations, technology, compliance, and practice management.

Joshua Schafer is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 designations and 18 years of industry experience. His prior roles include positions at Ameriprise Financial Services, LLC, Equitable Advisors, LLC, and JP Morgan Chase NA. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals—including high-net-worth clients—as well as charitable organizations and corporations. The firm employs an open-architecture investment model that integrates third-party sub-managers and affiliate private bank models, offering a range of wrap-fee programs primarily through the Envestnet MAS platform.

Robert Westberg is a CFP® and ChFC® with 34 years of industry experience. He has been affiliated with Eagle Strategies since 2000 and with NYLife Securities Inc. since 1993. Outside of his advisory work, Westberg is a CPA and owns a separate business. Eagle Strategies serves a diverse client base including individuals, defined contribution and benefit plans, charitable organizations, and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Joseph Nogal is a financial advisor at William Blair with 13 years of industry experience. He has been with William Blair since 2017 and previously worked at Goldman Sachs & Co. from 2012 to 2017. He holds Series 63 and Series 65 licenses. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm uses an active, research-driven approach across multiple asset classes and offers proprietary models and access to private and co-investment opportunities.

Danielle Rovner is a financial advisor with Lincoln Investment in Lombard, IL, holding a Series 66 designation and having 12 years of industry experience. She has worked at Lincoln Investment and Independent Financial Services since 2015. 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 managed portfolio programs, utilizing both strategic and dynamic investment approaches overseen by an in-house Investment Management & Research team.

Yat Hong Leung is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and seven years of industry experience. Prior to joining Citigroup in 2020, Yat worked at JP Morgan Chase Bank and JP Morgan Securities LLC from 2017 to 2020, as well as at Fresenius Medical Care Hong Kong Limited in 2016-2017. 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 employs multi-asset, multi-manager strategies and maintains unique market roles such as operating as a swap dealer and futures commission merchant.

Eddie Albazi is a financial advisor with Lincoln Investment in Lombard, IL, holding a Series 66 designation and 25 years of industry experience. His prior experience includes long tenures at VALIC Financial Advisors and Agia. Outside of his advisory role, Albazi is involved in life and long-term care insurance sales and is the founder of Bazfinancial LLC, an entity used for tax and accounting purposes. 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 a range of financial planning and retirement plan advisory services, employing both strategic and tactical investment approaches overseen by an Investment Management & Research team.

Paul Oblon is a financial advisor with \u0026Partners in Naperville, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His background includes nearly a decade at Wells Fargo Clearing and Wells Fargo Advisors. He serves as treasurer for the Purdue University Phi Kappa Psi alumni network. \u0026Partners serves a diverse client base that includes individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a blend of proprietary and third-party investment models and employing fundamental, technical, and quantitative analysis.

Anthony Torreon is a financial advisor with Fifth Third Securities, Inc. in Naperville, Illinois, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients, including individuals, charitable organizations, and institutional investors. The firm combines multiple managed-account programs with features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and a distinctive municipal-advisor registration.

Antonio Lugo III is a CFP® with nine years of industry experience, currently serving at Brookstone Capital Management LLC since 2016. He also has a role at Smart Wealth Strategies Inc, where he has been involved since 2013. His outside business activities include insurance and annuity products. 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 broad client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Dylan Fisher is a financial advisor at Focus Partners Wealth, LLC in Naperville, IL, holding a Series 65 designation with three years of industry experience. Prior to joining Focus Partners Wealth, he worked at Evernest Financial Advisors and Mitchell, Vaught and Taylor, Inc. Outside of his advisory role, Dylan is involved in online reselling through antique and thrift shopping. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, and institutional investors, offering a range of wealth management and financial services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates both discretionary and nondiscretionary advice across multiple asset types and platforms.

Roger Suchy is a financial advisor with Fifth Third Securities, Inc. in Rosemont, IL, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. His prior roles include positions at Associated Investment Services, Inc. and Investment Professionals, Inc. before joining Fifth Third Securities and Fifth Third Bank in 2020. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to 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 is notable for its municipal-advisor registration alongside its affiliation with Fifth Third Bank.

Kenneth Dryfhout is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. He previously worked for BCU for 10 years before joining Benjamin F. Edwards in 2022. Benjamin F. Edwards & Company, Inc. provides investment advice and related services to a diverse client base, including individual investors, retirement plans, trusts, and corporate clients. The firm offers a range of model-based and customized investment strategies with ongoing due diligence and monitoring.

Ellen Cassin is a financial advisor at Creative Planning with a Series 65 credential and four years of industry experience. She previously worked at Heinz & Associates and Dashboard Wealth Advisors before joining Creative Planning in 2021. 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 focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Brittany Williams is a financial advisor at Mariner with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Mariner since 2019. Prior to that, she was with TIAA-CREF from 2015 to 2019. Mariner serves a diverse range of clients, including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with third-party manager allocations and offers integrated tax, accounting, and financial wellness solutions alongside traditional portfolio management.

Peter Trinidad Jr. is a financial advisor at Brookstone Capital Management LLC with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Brookstone since 2013 and at Smart Retirement Strategies, Inc. since 2009. In addition to his advisory roles, he is involved in insurance sales. 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, and sovereign wealth funds, delivering investment management primarily on a discretionary basis through model portfolios, unified managed accounts, and separately managed accounts.

Nicholas Maucieri is a financial advisor at Principal Financial Services with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including TD Ameritrade and Princor Financial Services Corp. Outside of his advisory role, he officiates youth and high school sports such as football, wrestling, and lacrosse with the Illinois High School Association. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Gian Carlo Ornelas is a CFP® and holds a Series 65 license, with two years of industry experience. He is currently with Mariner Wealth Advisors, where he has worked since 2021, including prior experience at Shankland Financial Advisors and Illinois State University. Outside of finance, he has experience in the automotive service sector with Platinum Car Wash. Mariner serves a diverse client base that includes individuals, high-net-worth households, pension plans, trusts, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and integrates tax and accounting services alongside traditional portfolio management.

Philip Monnier is a financial advisor with PNC Wealth Management in Western Springs, IL. He holds a Series 66 designation and has 13 years of industry experience. Prior to joining PNC in 2018, he worked at Capital One Advisors, LLC and Capital One Investing, LLC from 2015 to 2018. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees that uses algorithmic risk assessment and third-party-managed investment strategies.

Kathleen Kelly is a Series 66 licensed financial advisor with 22 years of industry experience. She has worked at William Blair since 2019 and previously spent 15 years at Ameriprise Financial Services, Inc. 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 private investment opportunities.