Chantay Moore is a financial advisor at Transamerica Financial Advisors with 17 years of industry experience. She holds the Series 63, 65, and 66 credentials. Moore is involved in multiple outside activities, including serving as a board member of the American Indian Center of Chicago and Chicago Women in Trades, founding Native American Financial Literacy Services, and operating professional notary and tax preparation businesses. Transamerica Financial Advisors serves a diverse client base with advisory and broker-dealer services, offering proprietary and third-party model portfolios and access to insurance and brokerage products.

Mason Petrie is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds the Series 65 designation and has previously worked at Buckingham Strategic Wealth, LLC, RE/MAX Integrity, and Eagle Publications, Inc. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining various active and passive strategies.

William Marshall is a financial advisor at TIAA-CREF with 16 years of industry experience. He has held his current position at TIAA-CREF since 2016. He holds Series 63 and Series 65 credentials. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm provides both point-in-time planning services and ongoing portfolio management, including customized portfolios managed under client-approved investment policies, and acts as adviser to a donor-advised fund.

Michael Brown is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Citigroup Global Markets since 2018. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, NA. Outside of his advisory role, he owns a rental property in Downers Grove, IL. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including derivatives and futures services.

Paul Schaefer is a Series 66 credentialed financial advisor at Creative Planning with 15 years of industry experience. He has worked at Creative Planning since 2024 and previously was employed at Mutual Securities, Kowal Investment Group, and Raymond James Financial Services. 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 includes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets.

Linda Dial is a financial advisor at Benjamin F. Edwards & Company, Inc. with 21 years of industry experience. She holds the Series 66 designation and previously worked for Raymond James & Associates for nine years before joining her current firm in 2017. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs and managed investment strategies with oversight from an Investment Strategy Committee, combining custody, execution, and trading services internally.

Elias Andresen is a financial advisor at NewEdge Advisors with one year of industry experience. He holds a Series 65 designation and has a diverse work background that includes roles at Papa John's Pizza, Target, Midwest Insurance Partners, and Western Kentucky University. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm provides a broad range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Eric Hall is a financial advisor at Brookstone Capital Management LLC with 17 years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Securities, Wells Fargo Clearing, Merrill, and Bank of America. Outside of his advisory role, Hall serves as Senior Pastor and trustee of Greentown Faith Apostolic Lighthouse, a nonprofit organization in Greentown, Indiana. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning to a diverse client base that includes individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm provides investment management primarily through discretionary model portfolios, unified managed accounts, and separately managed accounts, supporting a large advisor network via its platform and turnkey asset management services.

Chirag Choksey is a financial advisor with TIAA-CREF in Wheaton, IL, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. He has worked at TIAA-CREF and its affiliate TIAA since 2015. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers a range of advisory services including model portfolio management and customized portfolios under a fiduciary standard within a vertically integrated structure.

James Snider is a financial advisor at PlanMember Securities Corporation with nine years of industry experience. He holds the Series 66 designation and has previously worked at Geneva Trading and Allston Trading LLC. Outside of his advisory role, he has been involved with Veritrust Wealth Management, focusing on securities sales and financial services. PlanMember provides retirement-plan advisory services to employers and participants, operating as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios, offering education and support services to plan sponsors and participants.

James King is a CFP® with 15 years of industry experience, currently serving with Corient since 2022. Prior to Corient, he worked at Balasa Dinverno Foltz LLC for 12 years. Corient provides investment advisory and financial planning services to a diverse range of clients, including individuals, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools and alternative investments where appropriate.

Robert Fenby is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and 12 years of industry experience. He has been with Hornor, Townsend & Kent since 2012 and has a concurrent role at Penn Mutual Life Insurance Company dating back to 2011. Fenby is also involved in life insurance brokerage through multiple roles, including Regional Marketing Director at Penn Mutual, Senior Vice President at Insurance Wholesale Solutions, and proprietor of Fenby Life Insurance Planning. Hornor, Townsend & Kent serves a diverse client base including individuals, trusts, businesses, charitable organizations, and retirement plans. The firm offers advisory programs, financial planning, and retirement plan consulting, combining SEC-registered advisory services with broker-dealer capabilities and managing over $8 billion in discretionary assets.

Eric Burrows is a financial advisor with Fifth Third Securities, Inc. in Rosemont, IL, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He previously worked at J.P. Morgan Securities from 2003 to 2022 before joining Fifth Third Bank and Fifth Third Securities in 2022. 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 integrates services through its affiliation with Fifth Third Bank, combining broker-dealer, investment adviser, and municipal advisor registrations.

Joseph Mcmullen is a financial advisor at William Blair with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with William Blair since 2010. Outside of his advisory role, he is a partner in Copperhead Management LLC, a holding company for the purchase and sale of domain names. William Blair’s Private Wealth Management division serves individuals, foundations, pension, and corporate clients with discretionary and non-discretionary investment management, financial planning, and wealth services. The firm employs an active, research-driven approach across multiple asset classes and offers proprietary models and access to private funds and co-investment opportunities.

Thomas Young is a financial advisor with Brookstone Capital Management LLC, holding a Series 66 designation and over 43 years of industry experience. He has worked at Brookstone since 2021 and is also the owner of TRY Tax Planning, LLC, where he provides tax preparation and planning services. Additionally, he consults with the PREPARE Institute on retirement instruction and assists in recruiting advisers, and he consults with Shield Global Partners on non-investment matters. 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 programs. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via model portfolios and managed accounts.

Dennis Duff is a financial advisor with William Blair in Northbrook, IL, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with William Blair & Co LLC since 2010. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals—including high-net-worth clients—as well as foundations, pension, and corporate clients. The firm employs an active, research-driven approach across equities, fixed income, and alternative strategies, providing proprietary model portfolios and access to private funds and co-investment opportunities.

Patrick Letizia is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has previously worked at Madison Avenue Securities, Inc. and has operated his own insurance and financial services businesses since 1974. Outside of advising, he owns and operates a full-service insurance agency, Letizia Financial. Brookstone Capital Management is an SEC-registered advisory firm serving a broad client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions. The firm offers fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee programs, utilizing discretionary model portfolios, unified managed accounts, and separately managed accounts across various investment strategies.

Carrie Shapiro is a CFP® and holds a Series 63 license with two years of industry experience. She is currently an advisor at Creative Planning, having previously worked at Sageview Advisory Group, Capital Strategies Investment Group, Sanford C. Bernstein & Co., and SD Mayer & Associates. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach emphasizing 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.

Curtis Loveday is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 credentials and possessing 36 years of industry experience. He has been with Benjamin F. Edwards & Co. since 2016. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management services, utilizing both strategic and tactical approaches through internal and third-party managed portfolios.

Osman Galvez Matamoros is a financial advisor at William Blair with six years of industry experience. He holds the Series 66 designation and has been with William Blair since 2017, following three years at Mercer Investments. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm uses an active, research-driven approach across various asset classes and provides proprietary models, access to private funds, and co-investment opportunities.