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.

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.

Rocio Aguayo is a financial advisor with Fifth Third Securities, Inc. based in Chicago, IL. She holds the Series 63 and Series 65 licenses and has two years of industry experience. Prior to her current role, she worked at Fifth Third Bank and was involved with Quinceaneras Magazine for nine years. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base including individuals, charitable organizations, and institutional investors. The firm’s platform features multiple discretionary managed-account options, direct indexing, and a tax-overlay service, supported by its affiliation with Fifth Third Bank and partnerships with National Financial Services and Fidelity Institutional Wealth Adviser.

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®-certified financial advisor with 38 years of industry experience. He has been with Benjamin F. Edwards & Company, Inc. since 2016. Outside of his advisory role, he works as an agent for his step-mother in an investment-related capacity. Benjamin F. Edwards & Company, Inc. provides investment advice and related services to a broad client base, including individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a range of model-based and customized investment strategies and operates both as a registered investment advisor and broker-dealer.

Nicholas Marsh is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 14 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent ten years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers, providing tailored solutions such as Executive Wealth, Personal Wealth, and Private Family Office support within a large integrated financial group.

Vanessa Retter is a financial advisor at Brookstone Capital Management LLC with five years of industry experience. She holds a Series 65 designation and has worked at Brookstone since 2021. In addition to her advisory role, she is involved in 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 registered investment advisers, sovereign wealth funds, and banking institutions.

David Berendt is a financial professional with Lincoln Investment, holding a Series 66 designation and three years of industry experience. He has worked with Lincoln Investment since 2023 and has also been involved with Maine Township District 207 since 1993. Outside of his advisory role, he coaches small groups for an educational mentoring program aimed at high school students. 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 retirement plan advisory services and manages both in-house and third-party strategies using quantitative and tactical approaches.

Jennifer Casey is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. Prior to joining Creative Planning, she worked at CCP Financial Planning Services from 2014 to 2018. She is a member of the board of directors and Outreach Chair at GiGi's Playhouse, a nonprofit that offers educational and therapeutic programs for individuals with Down Syndrome and their families. 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 centered on low-cost indexing and buy-and-hold strategies, supplemented by tax-efficient and fundamental equity approaches, supported by a large advisory team and integrated investment infrastructure.

William Parrilli is a financial advisor at Benjamin F. Edwards & Company, Inc. with 44 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Benjamin F. Edwards since 2016, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Parrilli serves as a board member of the Northern Illinois Shooters Association, where he helps organize matches and manage scoring. Benjamin F. Edwards & Company provides investment advice and related services to individual, retirement plan, trust, estate, and corporate clients. The firm offers a range of model-based and customized investment strategies, combining discretionary and non-discretionary programs with ongoing due diligence and portfolio monitoring.

David Lewitas is a financial advisor with United Planners Financial Services of America, holding Series 65 and Series 63 licenses and 22 years of industry experience. He has worked at United Planners since 2020 and has also been affiliated with Cutrera Financial since 2018 and ProEquities Inc from 2017 to 2020. Lewitas operates several marketing entities including Lewitas Wealth Management LLC and Cutrera Financial. 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’s advisory services are delivered through independent Investment Adviser Representatives using a variety of custodians and third-party managers, with the majority of assets under management held in non-discretionary accounts.

Alec Kozuch is a CFP® with eight years of industry experience currently affiliated with CWM, LLC in Naperville, IL. He has held roles at firms including KFA Partners, LLC and Cetera Wealth Services, LLC. Kozuch is also a part owner and financial professional at Twenty Two Wealth Management and KFA Partners, LLC. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios supported by fundamental and technical analysis and various customization tools.

Cara Ryadi is a CFP® with 15 years of industry experience, currently serving as a financial advisor at William Blair since 2017. She holds the Series 66 designation and is based in River Forest, IL. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients, utilizing active, research-driven strategies across multiple asset classes.

Gregory Kurinec is a CFP® with 20 years of industry experience, currently serving at Independent Financial Group, LLC since 2010. He also works as an independent contractor providing legal services related to estate planning and holds a position as an Illinois insurance agent. Kurinec volunteers as a public speaker for the Society for Financial Awareness and serves as a board member of the International Association of Registered Financial Consultants. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, managing approximately $11.3 billion in regulatory assets under management.