Nathaniel Salvador is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and possessing 10 years of industry experience. He has worked with Transamerica Financial Advisors since 2017 and is also involved with World System Builders and Victor Salvador in roles related to insurance and securities sales and administrative support. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with a range of proprietary and third-party investment programs, providing discretionary and non-discretionary portfolio management options.

Marcus Coleman is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior experience includes roles at Empower Advisory Group, Fidelity Investments, and TIAA-CREF. Outside of advisory work, he owns and operates a content platform focused on interviewing peers and creating industry-related material. Creative Planning is an enterprise firm providing wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, pension plans, trusts, and corporations. The firm emphasizes a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Elise Murray is a financial advisor at William Blair with 25 years of industry experience. She has been with William Blair & Company LLC since 2009. She holds Series 63 and Series 65 designations. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients using an active, research-driven approach across equities, fixed income, and alternative strategies.

Adam Simoncelli is a CFA® charterholder and holds a Series 65 license, with two years of industry experience. He has worked at Mariner since 2025 and previously was employed at Cerity Partners LLC, Seabold Capital Management LLC, the National Futures Association, and Northwestern Mutual. Mariner serves a wide range of clients including individuals, pension and profit-sharing plans, trusts, estates, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party managers to implement customized discretionary portfolios and provides integrated tax and accounting services alongside traditional portfolio management.

Nedra Sykes is a financial advisor at Lincoln Investment with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at AGIA and VALIC Financial Advisors. Outside of her advisory role, she is a member of Arden Enterprises, LLC, which provides capital for vending operations and identifies real estate opportunities. Lincoln Investment Planning, LLC serves a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm combines advisor-led consulting with in-house portfolio management and third-party managers, maintaining a fiduciary role in ERISA and retirement advice.

Tedd Muersch Jr. is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 designations and 16 years of industry experience. He has been with Principal Financial Services since 2016 and has a background with Principal Life Insurance Company dating to 2009. Outside of his advisory role, he is involved in the sale and service of fixed life and health insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various adviser and promoter arrangements.

Erin Bonucchi is a CFP® professional with six years of experience in financial advising. She has been with Mariner Wealth Advisors since 2018, following three years at Capstone Financial Advisors, Inc. Erin is based in Oakbrook Terrace, IL. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and tax services. The firm uses discretionary, customized portfolios supported by an internal investment team and third-party managers, and offers integrated tax, accounting, and family office services alongside traditional portfolio management.

Bridget Camalick is a CFP® professional with four years of industry experience. She is currently with Mariner and previously worked at The Mather Group, LLC. Mariner serves a diverse client base, including individuals, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm combines internal research with third-party managers and provides specialized services such as ERISA 3(38) solutions and coordinated tax and accounting integration.

David Bowles is a financial advisor at Principal Financial Services with 11 years of industry experience. He holds a Series 66 designation and has worked at notable firms including TIAA-CREF, Bank of America, Merrill, TD Ameritrade, and Scottrade. Bowles is based in Downers Grove, Illinois. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions through various advisory and promoter arrangements.

John Smith is a CFP® professional with 25 years of industry experience. He has worked at Balasa Dinverno Foltz LLC for 22 years prior to his current roles at Corient and its affiliates since 2022. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and alternative investments when appropriate.

Joshua Quail is a financial advisor at Kestra Advisory with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Stifel for nine years. Quail serves on the finance council for St. Gall Parish and is involved as a chancellor with the Knights of Columbus. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors, institutional clients, and individuals. The firm offers a range of services including fiduciary consulting, plan design, due diligence-supported investment recommendations, and access to multiple management platforms and third-party solutions.

Darwin Cruz is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, the Hoopis Group, and Mass Mutual Life Insurance Co. He also served in Air National Guard Recruiting for three years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique market roles such as operating as a swap dealer and futures commission merchant.

John Bromfield is a financial advisor with Brookstone Capital Management LLC in Wheaton, IL, holding a Series 65 credential and three years of industry experience. Prior to joining Brookstone Capital Management in 2023, he worked at JP Morgan Chase for three years and ServiceLink for four years. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes a turnkey asset management platform and offers discretionary portfolio management through strategic and dynamic asset-allocation models, incorporating ETFs, mutual funds, individual securities, options-enhanced strategies, and proprietary funds.

Wei Zhang is a financial advisor at Transamerica Financial Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Transamerica Financial Advisors since 2013. Zhang is also involved with the Heartland Institute of Financial Education, a nonprofit focused on financial literacy and college planning, where he serves as a college consultant. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services with proprietary and third-party investment model portfolios, supporting both discretionary and non-discretionary program options.

Thomas Wolek is a financial advisor at Brookstone Capital Management LLC with three years of industry experience. He holds a Series 65 designation and has worked at Brookstone Capital Management since 2023. His prior experience includes roles at Wealth Financial Services & Tax Advisory, Pennsylvania State University, Essendant, and The Home Depot. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform and wrap-fee program.

Sean Nash is a financial advisor at Creative Planning with nine years of industry experience. He holds the CFP® designation and the Series 66 license. His prior work includes roles at JPMorgan Securities LLC, JPMorgan Chase Bank, and various wealth management and financial services firms. Creative Planning provides wealth management and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach focused on low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Kyle Vasel is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he co-leads a team dedicated to creating a trusted financial experience for families. Since joining Merrill in 2011, Kyle has focused on helping individuals and families with personal retirement planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, portfolio management services, and socially responsible, values-based, and ESG investing. Kyle holds a Bachelor's Degree from Illinois State University and maintains professional designations as a CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He grew up in southern Illinois in a family that owned and operated businesses in small farm towns, where he learned the importance of delivering consistent value and making a difference in the community. Outside of work, Kyle is involved with Mission Church and enjoys adventure sports, biking, reading, running, scuba diving, and skiing. He lives in Wheaton, Illinois, with his wife and three children.

John Adcock is a CFP® and ChFC® professional with 23 years of experience in the financial services industry. He is currently with MAI Capital Management, LLC and has previously worked at WCG Wealth Advisors, LLC and Massachusetts Mutual Life Insurance Co. Adcock is also involved with Treloar & Heisel, LLC, where he engages in the sale of fixed and non-variable insurance products. MAI Capital Management, LLC provides comprehensive investment management and wealth management services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio strategies across multiple asset classes and integrates financial planning, tax, and administrative services, managing $72.3 billion in assets as of May 2026.

Roger Fuhrman is a financial advisor at Brookstone Capital Management LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2016. Fuhrman is also a professor at North Central College and is involved with Simplicity Financial Marketing. 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, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via model portfolios and managed accounts.

Christopher Larrabee is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2016. His prior experience includes roles at Stifel, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He also dedicates time as an agent for his step-mother in an investment-related capacity. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including financial planning, investment management, brokerage, and M&A advisory, utilizing both proprietary and third-party strategies with dedicated equity and fixed-income trading desks.