Todd Kemp is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been associated with Transamerica Financial Advisors since 2012 and has also been involved with several other ventures, including ownership of The Kemp Group and serving as a registry instructor at the Heartland Institute of Financial Education. Additionally, he offers estate planning services through Net Law. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and corporations, providing both advisory and broker-dealer services. The firm offers proprietary and third-party model portfolios with discretionary and non-discretionary program choices and supports plan clients through affiliated retirement and recordkeeping entities.

Michael Warren is a CFP®-designated financial advisor with Commonwealth Financial Network, based in Lombard, IL, with 39 years of industry experience. He has been affiliated with Commonwealth and Garrett Consulting since 2008 and has been self-employed since 1985. His additional business activity includes work in fixed insurance. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, third-party asset manager access, and custody services.

Barbara Natale is a financial advisor at PNC Wealth Management with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at PNC Wealth Management since 2017, with prior roles at PNC Investments, PNC Bank, Natcity Investments, Inc., and Invest Financial Corporation. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees, which utilizes algorithm-driven portfolio recommendations and third-party management.

Laura Linger is a financial advisor at William Blair with 21 years of industry experience. She holds a Series 66 designation and has been with William Blair & Company, LLC since 2004. Outside her advisory role, she owns Exquisite Presentations, a tapestry placement business with inventory held for charitable donations. 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 active, research-driven management across multiple asset classes and provides proprietary models, third-party sub-managers, and access to private funds through its MB Investments Program.

Laura Davis is a financial advisor at Guardian Life with 40 years of industry experience. She holds the ChFC® and Series 63 designations and has worked with Guardian Life and Park Avenue Securities since 2012. Outside of her advisory role, she operates Advanced Strategies & Design, LLC, focusing on wealth accumulation and preservation strategies. Guardian Life, through its subsidiary Park Avenue Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary programs and third-party solutions.

Jamie Gaballa is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Fifth Third Securities in 2024, Jamie was employed at Fifth Third Bank since 2022 and was self-employed from 2013 to 2021. 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 combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing clients access to multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.

Eric Behrends is a financial advisor with Fifth Third Securities, Inc. in Oak Park, IL, holding Series 63 and Series 65 licenses and having three years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank in 2023, he spent seven years at State Farm Gary Behrends Agency and took a year as a stay-at-home dad. Fifth Third Securities serves a diverse client base including individuals, institutions, and trusts through both advisory and brokerage services. The firm offers multiple investment programs on its Passageway Managed Account platform, combining third-party portfolio management with customizable investment options.

Rita Latnhotha is a financial advisor at Creative Planning with 18 years of industry experience. She holds a Series 66 designation and has worked previously at Mesirow Financial and Princor Financial. Creative Planning serves a diverse client base including individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in assets. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, complemented by supplemental approaches such as direct indexing and tax-loss harvesting, and offers integrated retirement plan services alongside affiliated legal, trust, and recordkeeping businesses.

Robert Blanford is a financial advisor at Commonwealth Financial Network with five years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Commonwealth, he worked at Garrett Consulting and has experience outside of finance as a musical performer. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Jorge Palacios Murphy is a financial advisor at &Partners with 14 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing Services, JP Morgan Securities, and JPMorgan Chase Bank. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a variety of analytical approaches and investment strategies, managing accounts through both in-house advisors and third-party managers.

David Zinck is a financial advisor at Sanctuary Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Noyes Advisors LLC and David A Noyes & Company. Sanctuary Advisors serves a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, providing portfolio management, financial planning, and retirement plan consulting services through a network of over 400 independent advisers. The firm employs multiple investment approaches and offers discretionary and non-discretionary account management with access to various sub-advisers and third-party platforms.

Ryan Block is a financial advisor at Creative Planning with 17 years of industry experience. He holds a Series 66 designation and previously worked at Mesirow Financial, Inc. for 15 years before joining Creative Planning in 2023. 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 that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and a range of retirement plan services.

Jonathan Neuman is a CFP® professional with 25 years of experience in the financial services industry. He is currently with &Partners and previously held roles at Wells Fargo Clearing and Morgan Stanley. Neuman also serves as a FINRA arbitrator. &Partners serves a diverse client base including individuals, institutions, and corporations, providing investment management, financial and tax planning, and retirement plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis and offers both discretionary and non-discretionary portfolio management.

Christopher Karam is a financial advisor with Independent Financial Partners in Schaumburg, IL, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Independent Financial Partners since 2011 and previously held roles at LPL Financial and Sheridan Road Financial, LLC. Karam also serves as a Supervisor of Cuba Township in Barrington, Illinois, overseeing the township’s operations and finances. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform focused on individualized investment strategies and is noted for its retirement-plan advisory and pension consulting services.

Glenn Stears Jr. is a financial advisor with United Planners' Financial Services of America, holding CFP® and ChFC® designations and bringing 46 years of industry experience. His prior work includes 37 years at Waddell & Reed, Inc., and he also serves as vice president and secretary of Sagrado & Stears, Inc. Outside of his advisory role, he is involved in an insurance agency he has operated since 1980. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, trusts, and institutional clients. The firm delivers advisory and brokerage services through independent representatives and emphasizes non-discretionary account management.

Jordan Flowers is a Series 65-registered advisor with Brookstone Capital Management LLC in Wheaton, IL, where he has worked for 10 years. He has a decade of industry experience and maintains a licensed insurance agent role, offering life insurance and annuities through Wealth Financial Services & Tax Advisory. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other entities. The firm employs a range of investment strategies including strategic and dynamic asset allocation models, Unified Managed Accounts, and options-enhanced strategies, supported by proprietary funds and external sub-advisors.

Craig Hurley is a financial advisor with TIAA-CREF in Evanston, IL, holding Series 63, 65, and 66 licenses and having 26 years of industry experience. He has been with TIAA and its affiliated entities since 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management, employing both model and customized portfolios under a fiduciary standard.

Kyle Odeshoo is a financial advisor at Carson Wealth with a Series 65 designation and one year of industry experience. His prior work includes positions at Carson Wealth and the March McLennan Agency. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm serves corporate, institutional, and high-net-worth clients with discretionary asset management, financial planning, retirement plan services, and tailored investment solutions supported by a dedicated Investment Committee.

Rita Magic is a Series 66-credentialed financial advisor at Citigroup Global Markets with five years of industry experience. Her prior roles include positions at Edward Jones, JP Morgan Securities LLC, JPMorgan Chase Bank NA, LPL Financial, BMO Harris Bank, Morgan Stanley, and Bank of America. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal oversight and supports both discretionary and non-discretionary programs, leveraging its scale and specialized market roles.

Zhenlin Lu is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup Global Markets since 2020 and Citibank N.A. since 2013. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs along with broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale and unique market roles.