Dan Milosevic is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 credential and having one year of industry experience. Prior to his financial services career, he worked in delivery and logistics roles and currently manages BearKeepers LLC, a logistics service provider. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage, financial planning, retirement consulting, and advisory programs.

George Hurley is a CFP® with eight years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at Northern Trust Securities, JP Morgan Securities, JPMorgan Chase Bank, and Wells Fargo Clearing Services. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Matthew Lovett is a financial advisor at Brookstone Capital Management LLC with 15 years of industry experience. He holds Series 63 and Series 66 designations and operates an independent compliance consulting business serving advisors, broker-dealers, and law firms. Brookstone Capital Management is an SEC-registered adviser providing 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 using model portfolios, unified managed accounts, and separately managed accounts.

Ethan Krumwiede is a financial advisor at Mariner with a Series 65 designation and three years of industry experience. His prior roles include positions at Doyenne Wealth Advisors LLC and Chicago Wealth Management, Inc. Outside of his advisory work, he provides live DJ services through Mode Events in Chicago. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporate entities, offering investment management, financial planning, retirement consulting, and access to specialized investment vehicles. The firm emphasizes discretionary, customized portfolio strategies supported by comprehensive tax and accounting services and unique operational capabilities such as administrative CFO functions and employer financial wellness tools.

Andrea Smith is a financial advisor at Brookstone Capital Management LLC with 13 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at JP Morgan Securities LLC, JP Morgan Chase Bank NA, and BMO Harris Bank. Andrea is also involved in insurance and annuity activities and sales. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform and a wrap-fee program.

Brunilda Veliu is a financial advisor with Citigroup Global Markets in Oak Brook, IL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with Citigroup Global Markets since 2007. Citigroup Global Markets Inc. 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 extensive internal oversight and maintains a combination of large institutional scale along with specialized market roles.

Blake Warner is a financial advisor at SPC with eight years of industry experience. He holds a Series 66 designation and has worked at Sigma Planning Corporation and Sigma Financial Corporation since 2018. Prior to that, he was employed at Anchor Brake Shoe from 2015 to 2018. Warner is also a licensed life and health insurance agent and operates under the DBA Touch Financial Group. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers.

David Tucker is a financial advisor with AE Wealth Management, LLC in Chicago, IL, holding a Series 65 designation and 11 years of industry experience. He has worked at AE Wealth Management since 2018 and previously at SGL Financial LLC. Outside of his advisory role, he is the author of the book "Escape Illinois" and conducts informational classes through FMT Rejuvenate Your Retirement. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, utilizing various investment strategies and supporting third-party RIAs through sub-advisory and model-licensing arrangements.

Mary Schulte is a CFP® professional with 37 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2016. She is also registered as an agent for Raymond Schulte, working a limited number of hours per month in this investment-related capacity. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs and managed investment strategies, supported by a large team of advisors and substantial assets under management.

Donald Wade is a CFP® with 47 years of industry experience, currently serving as a financial advisor at Lincoln Investment since 2017. Prior to that, he spent 28 years at Legend Equities Corporation. Outside of his advisory role, he manages a personal timeshare rental and operates a tax and accounting business. 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 manages a range of model portfolios using both strategic and tactical investment approaches.

Ross Browne is a financial advisor at Brookstone Capital Management LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Brookstone since 2016, following a year at Horter Investment Management and ongoing involvement with Irongate Advisory since 2006, where he serves as president and owner managing annuity and life insurance sales. 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 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 through model portfolios and managed accounts.

Michael Benstein is a financial advisor at William Blair with 14 years of industry experience. His prior roles include positions at Charles Schwab, Enova International, and Capgemini Consulting. He holds Series 63 and Series 66 designations. William Blair’s Private Wealth Management division offers 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.

Jennifer Chung is a Certified Financial Planner (CFP®) with 19 years of industry experience. She is currently an advisor at Corient and has previously worked at Balasa Dinverno Foltz LLC and Morgan Stanley. Corient provides investment advisory and financial planning services to a diverse clientele, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and uses risk management tools and stress testing to align portfolios with client objectives.

Mark Sommerville is a financial advisor at Brookstone Capital Management LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at various firms including LPL Financial, Prudential Insurance Company of America, and HSBC Securities. Outside of advisory work, he is involved as a licensed representative in the fixed and indexed annuity and life insurance business. Brookstone Capital Management is an SEC-registered adviser providing 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 RIAs, sovereign wealth funds, and banking institutions, offering investment management primarily on a discretionary basis via model portfolios, managed accounts, and various specialized strategies.

Iain Purdom is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 65 credential and entering his first year in the industry. His prior work experience includes roles at Waverly Advisors, Old Second National Bank, and various positions outside finance, including at Aldi, Vinyard Vines, and Elmhurst University. He has been involved with Black Sheep Golf Club for six years. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management solutions.

Martin Gaughan is a CFP® professional with 31 years of industry experience. He has been with Farther since 2025 and previously worked at Commonwealth Financial Network and Gaughan Wealth Management for 27 years. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm’s investment approach uses Modern Portfolio Theory with bespoke and algorithmic model portfolios, automatic rebalancing, and primarily allocates among ETFs, mutual funds, individual equities, and fixed income.

Yulun Wu is a financial advisor at Fifth Third Securities, Inc. based in Chicago, IL, holding Series 63 and Series 66 licenses with nine years of industry experience. His career includes roles at Fifth Third Bank, Citigroup, and JP Morgan Securities LLC. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, institutions, and business entities through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, combining third-party portfolio managers and advisor-directed strategies.

Stephen Muto is a CFP® professional with eight years of industry experience. He has worked at Mariner Wealth Advisors since 2019, following previous roles at Balasa Dinverno Foltz LLC and Whitnell & Co. Mariner serves a wide range of clients, including individuals, pension plans, trusts, and charitable organizations, offering services such as investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm manages customized portfolios through an internal team and third-party managers, and is notable for its integration of tax and accounting services alongside traditional portfolio management.

Pawel Gacek is a CFP® professional with four years of industry experience, currently with Mariner. He previously worked at Urban Financial Advisory Corp from 2015 to 2021 before joining Mariner in 2021. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations through investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and offers integrated tax, accounting, and financial wellness solutions.

Mark Rogers is a CFP® with 34 years of industry experience, currently serving at Planmember Securities Corporation since 2011. He has maintained a long-term role with Augusta National Golf Club since 1996, including seasonal management responsibilities during the Masters Tournament. Outside of his advisory work, Rogers serves as a member of the Board of Education for Lyons Elementary School District 103 and holds a trustee position in municipal government for the Village of Brookfield. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach, managing risk-based mutual fund portfolios and delivering education and support services to plan sponsors and participants.