Fadel Krisht is a financial advisor at Kestra Advisory with five years of industry experience. He holds a Series 66 designation and has previously worked at Goldman Sachs, Strategic Wealth Advisors Group, and LPL Financial. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, comprehensive plan design, and advisor-managed accounts. The firm serves very large institutional investors and provides access to multiple management platforms and third-party solutions.

Kyle Odeshoo is a financial advisor at CWM, LLC with a Series 65 credential. He has been in the industry since 2026, with prior experience at Carson Wealth and March McLennan Agency. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and more than 600 advisors. The firm manages discretionary accounts using model portfolios overseen by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

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.

Richard George is a financial advisor with Bankers Life Advisory Services, Inc. He holds CFP® and ChFC® designations and has 30 years of industry experience. His prior work includes positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, UBS Financial Services, and Advocate Health Advisors. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals, providing discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and portfolios aligned with clients’ goals and risk tolerances.

Dino Gavanes is a financial advisor at Centaurus Financial, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including Equitable Advisors LLC and Mass Mutual Life Insurance Company. Outside of his advisory role, Gavanes serves as a board member for the Village of Itasca, Illinois. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm employs a variety of investment approaches and offers both discretionary and non-discretionary portfolio management, utilizing platforms such as CLASSIC Plus and specialized advisory services.

Anthony Williams is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. He holds Series 63 and Series 65 credentials and has prior experience with Park Avenue Securities, Guardian Life Insurance Company, and Northwestern Mutual. Voya Financial Advisors, Inc. is an enterprise-scale firm that serves individuals, including high-net-worth clients, pension plans, charitable organizations, and corporate clients. The firm provides financial planning, portfolio management, unified managed account and wrap programs, and retirement plan advisory services through a large network of advisors using both affiliated and unaffiliated investment products.

Colin Coine is a CFP® and Series 65-registered financial advisor with three years of industry experience. He is currently with Mariner and has previously worked at Waverly Advisors, LLC, StrategIQ Financial Group, LLC, Thrivent, and held roles outside of finance, including five years with the U.S. Soccer Federation. Mariner serves a wide range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm combines in-house research with third-party managers to implement customized portfolios and provides integrated tax and accounting services alongside administrative CFO capabilities.

Mark Pietsch is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior work includes roles at Securian Financial Services and PRUCO Securities. Park Avenue Securities LLC, a subsidiary of Guardian Life, serves individuals, pension plans, charitable organizations, and corporate clients by providing brokerage services, financial planning, and investment advisory programs that include both proprietary and third-party strategies.

Peter Conway is a financial advisor with Brookstone Capital Management LLC in Buffalo Grove, IL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Brookstone since 2017 and has been president and owner of Conway Tax Advisors since 2005, where he is involved in insurance and annuity sales as well as tax preparation through a co-owned tax advisory firm. 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 programs. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, offering primarily discretionary investment management across various strategies and model portfolios.

Courtney Bonstrom is a Series 65-licensed advisor with Brookstone Capital Management LLC, based in Wheaton, IL, and has 15 years of industry experience. She has been with Brookstone Capital Management since 2011. Outside of her advisory role, she serves as an adjunct professor at Aurora University in a part-time, non-investment-related capacity. Brookstone Capital Management provides fee-based asset management and financial planning for a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs a range of strategic and dynamic asset-allocation models and offers discretionary portfolio management through various programs and sub-advisory relationships.

David Mcfeggan Jr. is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at LPL Financial since 2006 and joined NewEdge Advisors in 2023. Outside of his advisory roles, he has been involved in tax preparation and insurance-related business activities. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management, financial planning, and consulting services and employs multiple program structures supported by centralized due diligence and technology tools.

Bill Rizos is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Wells Fargo Bank, US Bank, U.S. Bancorp Investments, BMO Harris, and Country Capital Management Company. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, as well as broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research, swap dealing, and futures commission merchant activities.

Paul Casazza is a financial advisor at Creative Planning with 19 years of industry experience and holds a Series 66 designation. His prior roles include positions at The Orchard Group, Dashboard Wealth Advisors, and Raymond James Financial Services. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and integrated retirement plan services.

Jeffrey Hackman is a financial advisor at Kestra Advisory with 33 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include long tenures at Icba Securities, Vining Sparks, and the Deerfield Bannockburn Fire Protection District. He is also involved in assisting and placing life insurance business through NPPFA Benefits. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base, including large institutional investors and sovereign wealth funds.

Steven Doyle is a financial advisor at &Partners in Naperville, IL, holding Series 63 and Series 66 licenses with 11 years of industry experience. Prior to joining &Partners in 2025, he worked at Wells Fargo Clearing Services LLC for six years and Calamos Financial Services LLC for five years. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of investment management and advisory services using a combination of proprietary and third-party strategies, supported by the Envestnet portfolio platform and NFS brokerage infrastructure.

Maury Fertig is a financial advisor at Focus Partners Wealth, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Focus Partners Wealth since 2026. His prior experience includes roles at Kovitz Investment Group Partners and Relative Value Partners, where he held positions for nearly 20 years combined. Fertig also serves as a director on the board of Benefit Security Insurance Company. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial planning, and retirement plan consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds.

Joshua Suevel is a Series 66-licensed financial advisor at Fifth Third Securities, Inc. with six years of industry experience. He previously worked at Edward Jones and has experience in both investment advisory and brokerage roles. Fifth Third Securities serves individual and institutional clients through a variety of investment advisory and brokerage programs, including the Passageway Managed Account Program, which offers multiple portfolio management options and strategies. The firm operates as a wholly owned subsidiary of Fifth Third Bank and maintains a large enterprise presence with thousands of advisors and billions in assets under management.

James Follstad is a financial advisor with Principal Financial Services who holds a Series 66 designation and has 18 years of industry experience. His career includes roles at Union Financial Inc. and Washington Avenue Advisors, alongside a long tenure with Principal Securities Inc. and Principal Life Insurance Co. He is involved in outside business activities related to group benefits and fixed insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Matthew Lafontaine is a financial advisor at William Blair with 10 years of industry experience and holds a Series 66 credential. He has worked at William Blair since 2015 and is also a principal and head of baseball operations at The Yard, an indoor baseball facility. Additionally, he coaches baseball on weekends for New Trier Pony. 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 strategies across multiple asset classes and provides proprietary models and access to private funds through its MB Investments Program.