Matthew Mirabella is a financial advisor at AE Wealth Management, LLC in Chicago, IL, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Equitable Advisors LLC and independent contracting with Tax Smart, LLC and Scott Tucker Solutions, Inc. He has diverse work experience outside advisory services, including positions in retail and delivery. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a varied client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and combines fundamental, technical, and cyclical investment approaches to serve over 127,000 clients through a platform-focused advisory model.

Tyler Welter is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has eight years of industry experience, including roles at Principal Securities Inc and Principal Life Insurance Company since 2018. He is also licensed as an insurance agent, providing life, health, long-term care, disability insurance, and annuities on a part-time basis. Principal Securities offers comprehensive brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and military personnel, with a focus on financial planning, retirement consulting, and access to third-party money manager solutions.

Jigar Doshi is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Independent Financial Group since 2015. Doshi serves as a board member for the Vernon Hills Indian Association, a nonprofit organization. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement plan services, utilizing a combination of in-house and third-party managed portfolios tailored to client risk profiles.

Jay Cutrera is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His career includes roles at ProEquities, Inc and IFC National Marketing Insurance, and he operates Cutrera Financial LLC, a personal financial advisory business. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients, offering financial planning, portfolio management, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.

Matthew Dial is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has five years of industry experience, including six years at US Bank prior to joining his current firm. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers a range of fee-based wrap programs, financial planning, and investment management consulting, utilizing strategies managed internally and by third-party managers.

Matthew Kocmond is a financial advisor with Principal Financial Services and holds Series 66 and Series 63 licenses. He has two years of industry experience, including roles at Northwestern Mutual, LPL Enterprise, and New York Life. 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 asset allocation and separately managed account solutions.

Joanna Pomagier is a financial advisor with William Blair, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked at William Blair since 2017 and previously at Northern Trust Securities Inc. and Northern Trust Bank. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm emphasizes active, research-driven management across various asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Steven Jesanis is a financial advisor with William Blair in Glen Ellyn, Illinois. He holds a Series 66 designation and has 22 years of industry experience, having worked at William Blair & Company, L.L.C. since 2003. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm utilizes an active, research-driven management approach across multiple asset classes and provides proprietary models and access to private funds and co-investment opportunities.

E Wurtzebach is a CFP® and Series 63 credentialed financial advisor with 41 years of industry experience. He has been with Lincoln Investment since 2017 and previously spent 23 years at Legend Equities Corporation. His other business activities include servicing fixed annuities formerly sold by Great American Life Insurance Company and Mass Mutual. 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 retirement plan services, utilizing both strategic and tactical investment approaches overseen by an Investment Management & Research team.

Marek Klincewicz is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior work includes roles at Sirius Holdings LLC and World Financial Group, Inc. He is also involved in the sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, estates, and businesses, delivering services through multiple advisory platforms and a large network of advisors. The firm’s investment approach relies primarily on model portfolios and third-party managers rather than individual advisor discretion.

Suzanne Fickle is a financial advisor with Transamerica Retirement Advisors, LLC in Wheaton, IL. She holds Series 63 and Series 66 credentials and has 10 years of industry experience. Her prior roles include positions at Morgan Stanley, E*TRADE Capital Management, Bank of America, and Merrill. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through programs focused on asset allocation, contribution guidance, and retirement planning, utilizing proprietary software and portfolio oversight from Morningstar Investment Management.

Fredric Hoffman is a financial advisor at Fifth Third Securities, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2009. Fifth Third Securities serves a diverse client base, including individuals, high-net-worth clients, and institutional entities, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers on the Passageway Managed Account Platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides various investment strategies, including mutual fund and ETF models, separately managed accounts, tax-overlay services, and direct indexing.

Chastity Peterson is a financial advisor at Benjamin F. Edwards & Company, Inc. with 19 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC for 16 years. Outside of her advisory role, she owns a wellness and weight loss business, Plexus Worldwide. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of advisory services through fee-based wrap programs and employs a variety of investment strategies monitored by an Investment Strategy Committee.

Michael Hankes is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with LPL Financial since 2006. Hankes is a 20% partner in an LLC involved in investment-related activities outside his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

William Paton is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by proprietary and third-party research.

Sarah Garvin is a financial advisor with Thrivent Investment Management in Geneva, IL, holding a Series 66 designation and three years of industry experience. Her prior work includes five years at ADTRAV Travel Management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a wide range of financial planning topics. The firm allows clients to combine planning with managed accounts under a consolidated billing option, while keeping the services distinct.

Kathy Grubar is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Stephene Norwood is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 credential and 17 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and integrates structured planning tools and methodologies such as Monte Carlo simulations in its financial planning process.

George Tolbert is a financial advisor at Robert Baird & Co. with four years of industry experience. He holds a Series 66 designation and previously served four years in the U.S. Army. Prior to his current role, he had a one-year tenure at Robert W. Baird and attended The Citadel, Military College of South Carolina. Baird’s Private Wealth Management department, including the DDK Group team, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services such as financial planning, portfolio management, separately managed account programs, and custody and brokerage services, with investment strategies supported by internal research and ongoing manager oversight.

Steven Davis is a CFP®-designated financial advisor with 16 years of industry experience. He is currently with LPL Financial and previously spent 12 years at Edward Jones. Steven operates his advisory business under Madison & Wealth Management as part of his LPL affiliation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing various models and research resources to support diversified investment strategies.