Alexander Kapusta is a Series 65-licensed advisor with Mariner, bringing four years of industry experience. His prior roles include positions at Horizon Wealth Management and Kam's, as well as work with Butterfield Country Club and the United States Soccer Federation. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations through investment management, financial planning, and retirement consulting. The firm combines in-house research with third-party manager access and offers integrated tax, family office, and financial wellness services alongside traditional portfolio management.

James Hamman is a financial advisor with William Blair, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with William Blair & Company L.L.C. since 1997. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients. The firm emphasizes active, research-driven management across multiple asset classes and provides proprietary models and access to private funds through its MB Investments Program.

Eric Jones is a CFA® charterholder with one year of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior roles include positions at Edge Financial Advisors, Capstone Financial Advisors, Mizuho Securities LLC, and Legal & General Investment Management America. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing, using proprietary quantitative screens alongside third-party managers and individual securities as appropriate.

Thomas Herzing is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has been with Mercer since 2015. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor tilts, supported by various implementation options and a range of affiliated service lines.

Jennifer Heid is a financial advisor at First Command Advisory Services with 16 years of industry experience. She holds Series 63 and Series 66 designations and has been with First Command in various capacities since 2010. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects and manages model portfolios and third-party managers.

Alisa Zufall is a CFP®-certified financial advisor at Mercer Global Advisors Inc. with 24 years of industry experience. She has held positions at WisdomTree Asset Management, Foreside Fund Services, LPL Financial, and operated Growth Path Consulting, LLC. Zufall serves as an independent trustee for Tidal ETF Services, LLC. Mercer Global Advisors provides investment advisory and comprehensive financial planning services to individuals, families, small business owners, plan sponsors, foundations, and non-profits. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and other investment options, alongside specialized services and educational programming.

Kyle Martin is a financial advisor with Commonwealth Financial Network based in Wheaton, IL. He holds the CFP® designation and has 11 years of industry experience. Prior to joining Commonwealth and founding Murphy Financial Group, he worked at firms including MML Investors Services, Mass Mutual Life Insurance Company, Lenox Advisors, Inc., and Invesco Advisers, Inc. Outside of his advisory work, Martin is involved in Medicare product referrals through a separate business activity. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and services. The firm provides operational, trading, technology, compliance, and practice-management support, enabling advisors to offer diverse investment solutions including discretionary model portfolios and personalized indexing options.

Benjamin Teichman is a financial advisor with Guardian Life and Park Avenue Securities, holding the Series 63 and Series 65 credentials and with 22 years of industry experience. His work history includes multiple roles at both firms since 2016. He also sells fixed insurance and annuities outside of Guardian on a limited basis. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and investment adviser that serves individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage, financial planning, retirement consulting, and various advisory programs, including discretionary and non-discretionary management using both proprietary and third-party model portfolios.

Victor Champney is a financial advisor with Transamerica Financial Advisors, holding Series 63, 65, and 66 licenses and bringing 17 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and is also involved with The UTC Tax Busters and Inheritguard, LLC. Outside of finance, he operates a music studio, provides music lessons, and performs as a member of a musical band. Transamerica Financial Advisors serves a wide range of clients including individuals, employer-sponsored retirement plans, trusts, and charitable organizations. The firm delivers advisory services primarily through model portfolios and third-party managers, supported by a large advisor network and multiple program platforms.

Nicholas Costa is a CFP® professional with two years of industry experience. He is currently affiliated with Wealth Enhancement Advisory Services, LLC and previously worked at Vermillion Financial Advisors. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and utilizes a diversified investment process combining passive and active managers with quantitative, momentum, and fundamental analysis.

Ann Marie Cudzilo is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her career includes roles at Transamerica Capital, Inc., Diversified Investors Securities Corp., and First Command Financial Planning. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers comprehensive financial planning and various wrap-fee asset management programs that utilize model portfolios and third-party managers selected by an internal Investment Management Team.

Aurelio Reyes is a financial advisor with Fifth Third Securities, Inc. based in Woodridge, IL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior work includes positions at J.P. Morgan Securities and Merrill. Outside of his advisory role, he works as a local DoorDash driver. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a municipal-advisor registration.

Robert Kuras is a financial advisor with Fifth Third Securities, Inc. in Niles, IL. He holds Series 66 and Series 63 licenses and has 10 years of industry experience. Prior to joining Fifth Third Securities in 2021, he worked at Bank of America, Merrill, and TDAmeritrade. Outside of his advisory role, he has been involved with Spice Daddy Inc. since 2004. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage channels, offering a variety of managed account programs and portfolio management options tailored to client risk profiles. The firm operates as a wholly owned subsidiary of Fifth Third Bank and manages approximately $10.9 billion in assets with a large advisor network.

Marzena Lukasiewicz is a financial advisor at Brookstone Capital Management LLC with three years of industry experience. She holds a Series 65 designation and has worked previously at Financial Wealth Alliance, MasterCall, and World Discount Telecommunications. Outside of her advisory role, she is involved in insurance sales. 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 registered investment advisers, sovereign wealth funds, and banking institutions.

Bradley Buening is a financial advisor at First Command Advisory Services with three years of industry experience. He holds the Series 65 and Series 63 credentials and previously served 22 years in the United States Air Force before joining First Command in various capacities starting in 2023. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to select and manage model portfolios and third-party managers.

Franklin Montes is a financial advisor at Corient with a Series 65 credential. He has been with Corient since 2025 and has prior experience that includes four years at the University of Wisconsin - Madison. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporations. The firm uses a goals-based, team-oriented investment approach that integrates in-house and third-party strategies, continuous portfolio monitoring, and risk management tools.

Curtis Wilcox is a financial advisor with Lincoln Investment in Lombard, IL, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior experience includes roles at VALIC Financial Advisors, AGIA, and MCW Development, LLC, where he is involved in reviewing financial statements for a real estate development business. Lincoln Investment serves individuals, charitable organizations, and businesses, with a focus on educators and retirement plan participants. The firm offers a range of financial planning and investment management services, employing both strategic and tactical approaches supported by quantitative and adaptive intelligence models.

Brian Ellerman is a financial advisor with Principal Financial Services in Downers Grove, IL, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Principal Securities and Principal Life Insurance Co since 2015. Ellerman serves on the board of the Kenilworth Community Fund, a nonprofit that raises donations for local community organizations. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under both adviser and promoter arrangements.

Merrick Robison is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience and has worked with both Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he operates a non-investment-related business called Merrick R - Rover Services. Park Avenue® Wealth Management, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs including discretionary and non-discretionary options.

Benjamin Welch is a financial advisor at Lincoln Investment with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Lincoln Investment, LPL Financial, J. McGovern and Associates, and Lincoln Investment Planning. He serves as a Boys U5 Division Coordinator and board member for a youth soccer organization. Lincoln Investment serves individuals, charitable organizations, businesses, and employer‑sponsored retirement plans, focusing on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing both strategic and dynamic approaches across discretionary and non‑discretionary programs.