Kyle Schmidt is a financial advisor with Equity Services, Inc. who holds the Series 66 designation and has nine years of industry experience. His prior work history includes roles at Baize Financial Concepts and Signator Investors, Inc. He is also a member of BNI - Business Networking International, a local networking group. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently uses third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Brian Kirkland is a Series 66 licensed financial advisor with eight years of industry experience. He is currently with Fifth Third Securities, Inc. and Fifth Third Bank, where he has worked since 2022. Prior to that, he held positions at Bank of America, Merrill Lynch, and Bosak Auto Group. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through both investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, combining advisor-directed models and third-party portfolio management, and operates as a wholly owned subsidiary of Fifth Third Bank.

Brenda Ingram is a financial advisor at GWN Securities Inc. with 36 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at GWN Securities since 2015, alongside operating Ivory Tower Financial Services since 1994. Ingram serves as vice president and board member of Eric Family Services, a nonprofit organization. GWN Securities is an SEC-registered adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 accounts and is noted for its legacy use of market-timing and momentum-based investment strategies.

Phillip Dragisic is a financial advisor with PNC Wealth Management who holds a Series 66 designation and has 17 years of industry experience. He has been with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering—a discretionary, invitation-only online account using algorithm-driven risk assessments and managed through mutual funds and ETFs.

Danny Nestorovski is a financial advisor with Valic Financial Advisors in Crown Point, IN, holding Series 63 and Series 66 licenses and having 25 years of industry experience. He has been with Valic Financial Advisors since 2002 and also works with Agia since 2022. Outside of his advisory role, he serves as the head coach for the junior varsity girls soccer team and assistant coach for the varsity girls soccer team at a local high school. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and wrap programs, utilizing model-based unified managed accounts and a technology-driven approach at scale.

Maja Baric is an advisor at Fifth Third Securities, Inc. with 11 years of industry experience. She holds Series 65 and Series 63 licenses and has been with Fifth Third Securities since 2015, also maintaining a concurrent role at Fifth Third Bank since 2005. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering a variety of program types on the Passageway Managed Account platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, providing access to multiple portfolio management strategies and services.

Maurice Rodgers is a financial advisor with Eagle Strategies (NY Life) based in Hazel Crest, IL. He holds Series 63 and Series 66 licenses and has two years of industry experience. His prior roles include positions at RER Solutions Group LLC and New York Life Insurance Company. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through various program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michelle Griffith is a financial advisor at Citigroup Global Markets with 34 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Citigroup Global Markets since 2016. Outside of her advisory role, she serves on the boards of two nonprofit organizations, Beacon Therapeutic Diagnostic and Treatment Center and Advocate United Church of Christ, focusing on fundraising and growth development. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and execution capabilities.

Igor Boyko is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has previously worked at Bank of America and Merrill. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary account that uses algorithm-driven model strategies managed by PNC or third parties, focusing on mutual funds and ETFs with annual rebalancing.

James Mehok is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has worked at Private Advisor Group since 2018 and previously was affiliated with Independent Financial Partners. Mehok is also a commissioned notary public. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm’s advisory model is fiduciary-based, offering both discretionary and non-discretionary services using a range of investment strategies and technology platforms.

Sean Mccormack is a CFP® and Series 66-licensed financial advisor with eight years of industry experience. He is currently affiliated with Valic Financial Advisors and Agia, where he provides non-securities insurance products. His prior work includes roles at Healy Construction Services and IronFlex Warzone. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Jeremy Crocker is a financial advisor with Valic Financial Advisors in Merrillville, IN, holding Series 63 and Series 65 licenses and having four years of industry experience. His prior roles include positions at Northwestern Mutual Life Insurance Company and Migration Wealth Management, LLC. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors and employs centralized technology and model-based investment solutions.

Keith Janczak is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 designations and has 19 years of industry experience. His prior positions include roles at Wells Fargo Clearing and Citigroup Global Markets. Outside of his advisory work, he is active in online game streaming on Twitch. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, institutions, corporations, and trusts through investment advisory and brokerage services. The firm offers multiple program options on its Passageway Managed Account platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Peter Heinz Sr. is a financial advisor with FIFTH THIRD SECURITIES, Inc. based in Oak Lawn, IL. He holds Series 63 and Series 66 licenses and has 22 years of industry experience, including 20 years with Fifth Third Securities. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with a corporate affiliation to Fifth Third Bank, providing access to multiple managed-account programs and features such as direct indexing and tax-overlay services.

Christopher Giehon is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. He has worked with Bank of America, Merrill, Equitable Advisors, AXA Advisors, and MassMutual, among others. Outside of his advisory role, he owns Red Asset Capital LLC, a limited liability company that manages a modest real estate portfolio. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, and charitable organizations.

Mark Serio is a financial advisor with Merrill in Palos Hills, IL, holding a Series 66 credential and eight years of industry experience. His career includes roles at Merrill since 2017 and Bank of America, N.A. since 2019. Outside of finance, he is involved in a family business, Joe's Italian Villa Inc., a restaurant where he handles customer service and operations on a part-time basis. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies and serves a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Dilts is a CFP® professional with 44 years of industry experience, currently serving at MassMutual Investors Services since 2000. He also owns and operates M.A. Dilts & Associates, Inc., a firm specializing in life and health insurance as well as employee benefit consulting. Additionally, he has served on the board of Lake County Parks & Recreation since 2001. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and investment services to individuals, business owners, and charitable organizations, offering a range of solutions including asset management and employer-sponsored planning programs.

Edgar Wright is a financial advisor at LPL Financial with 14 years of industry experience. He holds a Series 66 designation and has worked previously at StoneX Advisors, StoneX Securities, Morgan Stanley, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

David Morales is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and has previously worked at BMO Harris Financial Advisors and Merrill. Morales is also the owner of Mila Mores Group, Inc., a business unrelated to investment advisory. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services supported by proprietary and third-party strategies across various asset classes.

Joseph Lauer is a CFP® with four years of industry experience, currently serving as a financial advisor at Stifel since 2021. Prior to joining Stifel, he spent 18 years at The Northern Trust. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning analyses.