Timothy Mckenna Jr is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked with firms including LPL Financial, LLC and Independent Financial Partners. In addition to his advisory roles, he manages Harvest Financial Planning, Inc., a business entity established for tax and investment purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes various investment strategies and technology platforms to assist clients in achieving their financial goals.

Bryan Laverman is a financial advisor with Private Advisor Group, LLC and holds the Series 66 designation. He has 26 years of industry experience, including prior roles at LPL Financial and Concourse Financial Group Securities, Inc. Laverman also operates a notary public service for form requirements in his office. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model, utilizing technology platforms and a range of investment strategies, often implementing advice through third-party managers and TAMPs.

Douglas Schultz is a financial advisor with Eagle Strategies (NY Life) based in Frankfort, IL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been affiliated with New York Life Insurance Company since 1991 and Nylife Securities Inc. since 1993. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored advice and implements solutions across multiple program types, with the majority of its assets managed on a non-discretionary basis.

Jerry Parker Jr. is an advisor at Fifth Third Securities, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Bank NA since 2014. He is currently based in Mokena, Illinois. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through both investment advisory and brokerage services. The firm offers various managed account programs via the Passageway platform, utilizing third-party portfolio managers and multiple investment strategies.

Nicholas Perazzolo is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at Private Advisor Group, Harvest Financial Partners, and LPL Financial, and previously was associated with Victoria Supply, Inc. He is also a notary. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based approach, utilizing a variety of investment strategies and technology platforms while offering access to proprietary and third-party managed account solutions.

Peter Korbakes is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 licenses. He has 10 years of industry experience and has been affiliated with Eagle Strategies since 2021. In addition to his advisory work, he owns Far and Sure Golf Tours LLC, which facilitates golf trip planning to Ireland, Scotland, and England through partnerships with international golf courses. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm provides tailored advisory solutions across multiple program types and manages a substantial asset base primarily on a non-discretionary basis.

Julie Gritzenbach is a financial advisor with William Blair, holding Series 63 and Series 65 designations and 26 years of industry experience. She has been with William Blair and Company, L.L.C. since 2004 and also has experience at Bear, Stearns & Co. Inc. since 1998. Additionally, she has been affiliated with Moraine Valley Community College since 1997. William Blair’s Private Wealth Management division provides discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and offers proprietary models, third-party sub-managers, and access to private funds and co-investments.

Mark Dehaan is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Dehaan has been with Fifth Third Securities since 2018 and has worked at Fifth Third Bank since 2016. Fifth Third Securities serves a wide range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple managed account programs via the Passageway platform, utilizing various portfolio management strategies and serving both high-net-worth individuals and business entities.

Jeffrey Grenchik is a CFP® with 10 years of industry experience, currently with Private Advisor Group, LLC since 2022. Prior to that, he worked at OFM Wealth from 2016 to 2022. He provides investment advice under the business name Harvest Financial Planning, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model and utilizes technology platforms and third-party managers to implement tailored investment strategies.

Austin Wegforth is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and one year of industry experience. His prior experience includes roles at Wealth Enhancement Brokerage Services and the Wealth Enhancement group. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network and employs a diversified investment process that blends passive and active management, with portfolio oversight by an internal Investment Committee.

Christopher Crull is a CFP® with 22 years of experience in the financial industry, currently serving as an advisor at Fifth Third Securities, Inc. since 2004. He is based in Orland Park, IL, and holds Series 63 and Series 65 licenses. Fifth Third Securities, Inc. serves a diverse client base including individual high-net-worth clients and institutional investors such as corporations, trusts, and retirement accounts. The firm offers investment advisory and brokerage services through multiple programs and third-party portfolio managers, including the Passageway Managed Account Program.

Chad Mast is a Certified Financial Planner® with 14 years of industry experience, currently affiliated with Private Advisor Group, LLC since 2018. He previously worked with Independent Financial Partners and has maintained his own firm, Harvest Financial Planning LLC, since 2012. Mast also serves as a notary and is involved in tax preparation and consulting through Harvest Tax & Consulting, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement plan consulting. The firm provides access to both proprietary and third-party managed account solutions, implementing fiduciary-based advice through a combination of technology platforms and external strategists.

Daniel Mckenna is a CFA® charterholder with 11 years of industry experience. He is currently affiliated with Private Advisor Group, LLC and LPL Financial, having previously worked at First Trust Portfolios L.P. for nine years. Mckenna provides administrative support to Private Advisor Group as part of his business activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions including its proprietary WealthSuite and third-party programs. The firm employs a fiduciary-based advisory model, utilizing a range of investment strategies and technology platforms while often implementing advice through third-party managers.

Melanie Chakos is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2022 and Fifth Third Bank since 2018. Outside of her advisory role, Melanie is involved with Untangled Hope, an online e-learning venture. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services, offering multiple program types and third-party portfolio managers on its Passageway Managed Account platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and manages approximately $10.9 billion in assets with a broad client base.

Paul Franco is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Voya Financial Advisors since 2016 and serves as an adjunct instructor at Calumet College of St. Joseph, teaching in the Business and Psychology departments. Additionally, he operates as an independent insurance agent and is president of TAT Associates, LLC, a financial services firm. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver both discretionary and non-discretionary investment solutions through a large network of advisors.

Roger Herrera IV is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Hornor Townsend & Kent since 2017 and previously was employed by Ameriprise Financial Services, Inc. Additionally, Herrera supports life insurance sales and services as a regional internal marketing representative for Penn Mutual Life Insurance Company. Outside of finance, he works part-time operating a customized photo booth for private events. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, with a dual SEC and FINRA registration, and manages multi-billion-dollar assets through a network of advisers and third-party asset managers.

Christopher Cralle is a financial advisor at Citigroup Global Markets with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies and maintains significant institutional scale alongside specialized market roles.

Brandon Hanenburg is a financial advisor at Transamerica Retirement Advisors, LLC with three years of industry experience. He holds the Series 66 designation and has worked at Transamerica Investors Securities Corporation and Transamerica Life Insurance Company since 2023. Prior to that, he held roles at Thrivent Financial and Thrivent Investment Management. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education services. The firm’s investment approach relies on Morningstar Investment Management for portfolio construction and oversight, servicing a large client base primarily through non-discretionary asset management.

Julie Donahue is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. Her prior roles include positions at Raymond James Financial Services, Inc., Scroggins Wealth Management, and LPL Financial, LLC. Outside of her advisory work, she is involved in a craft sales business called The Kraftie Side. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, using a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Stephen Sumeraj is a financial advisor at PNC Wealth Management with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with PNC Investments since 2012. Outside his advisory role, he operates ESBE Auctions as a sole proprietor, a non-investment related business. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio offering for employees. The firm uses algorithm-driven model selection and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.