Rachel Seiler is a CFP® and holds a Series 66 license with six years of industry experience. She has worked at Creative Planning since 2022 and previously held roles at Mariner Wealth Advisors, Fifth Third Securities, Fifth Third Bank, Johnson Investment Counsel, and the University of Cincinnati. Outside of her advisory work, she volunteers as a girls basketball coach at Whitney Young High School in Chicago. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in client assets. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by additional investment options and a suite of retirement plan services supported by affiliated legal, trust, and recordkeeping businesses.

Mirko Reithofer is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with Fifth Third Securities, Inc. and Fifth Third Bank, having previously worked at U.S. Bank, U.S. Bancorp Investments, Inc., and PNC Bank and its affiliated entities. Fifth Third Securities, Inc. serves individual, high-net-worth, and institutional clients through both investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account Platform, including mutual fund and ETF models, separately managed accounts, and direct indexing strategies.

Lawrence Delegge is a financial advisor with Brookstone Capital Management LLC, holding a Series 66 designation and 22 years of industry experience. He has been involved with the Power of Zero Marketing Program since 2015 and has operated Delegge Financial Services, LLC since 2007. Delegge also serves as an independent insurance agent and is a member of the board of directors for Metro Federal Credit Union, a volunteer position. 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, offering discretionary investment management via various model portfolios and separately managed accounts.

Jayne Witte is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mariner. She previously worked at BMO Wealth Management and RMB Capital Management. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, and provides integrated tax and accounting services uncommon among large advisory enterprises.

Nathaniel Salvador is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and having 10 years of industry experience. He has been associated with Transamerica Financial Advisors and Victor Salvador since 2017 and has been involved with World System Builders since 2023. He also oversees assistants and conducts product research in his role with Victor Salvador. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and a registered investment adviser, providing a variety of investment programs and support services for retirement and plan clients.

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.

Joseph Huckleby is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Lombard, IL, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. His work history includes roles at Fifth Third Bank, U.S. Bancorp Investments, Bank of America, Merrill Lynch, JPMorgan Securities, and Trinity Christian College. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers a variety of managed account programs and portfolio management options, operating as a wholly owned subsidiary of Fifth Third Bank with substantial assets under management.

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 previously worked at VALIC Financial Advisors and AGIA. Outside of her advisory role, she is involved with Arden Enterprises, LLC, a business that provides capital for vending operations and identifies real estate opportunities. 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 investment management services, combining strategic and tactical approaches supported by an Investment Management & Research team.

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 65 and Series 63 licenses and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Hoopis Group, Mass Mutual Life Insurance Co, and served in Air National Guard Recruiting. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by internal standards and oversight committees.

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.

Brian Wyzgowski is a financial advisor at Lincoln Investment with a Series 66 designation and four years of industry experience. His prior roles include positions at LPL Financial, Cambridge Investment Research, and Christian Financial Credit Union. He also has experience outside the advisory industry, including employment with Signet Jewelers and Hollister. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services utilizing both strategic and tactical approaches, and manages approximately $22.9 billion in advisory assets.

Wei Zhang is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 credentials and 13 years of industry experience. He has worked at Transamerica Financial Advisors since 2013 and is also involved with Net Law Inc. and the Heartland Institute of Financial Education, a nonprofit focused on financial literacy and college planning. Zhang’s other activities include referring clients for estate planning services. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers a mix of advisory and broker-dealer services through proprietary and third-party model portfolios, with programs that can be discretionary or non-discretionary depending on client needs.