Kathrine Calahan is a CFP® with 15 years of industry experience, currently affiliated with Sanctuary Advisors, LLC. She has worked at Noyes Advisors LLC and David A. Noyes & Company for over a decade. Calahan is also involved in the sale of annuities and life insurance. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations, through a large network of independent investment adviser representatives. The firm offers various portfolio management solutions and operates with a fiduciary standard when a written advisory agreement is in place.

Carla Merlak is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has worked at Brookstone since 2016 and also operates Merlak Tax Advisory Group Inc, where she provides tax preparation, planning, and insurance services. Additionally, she is involved with natural wellness product sales and financial and retirement planning through Next Phase Financial LLC. Brookstone Capital Management is an SEC-registered adviser serving a diverse client base including individuals, retirement plans, corporations, and sovereign wealth funds. The firm offers fee-based asset management and financial planning primarily through a turnkey asset management platform and wrap-fee programs, utilizing a range of investment strategies including tax-aware and ESG models.

Eric Andresen is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at LPL Financial since 2005 and joined NewEdge Advisors in 2023. Andresen is involved in tax preparation and accounting services through Midwest Small Business Accounting. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing model-based strategies and technology tools to support advisors and clients.

Bradley Mills is a financial advisor with Fifth Third Securities, Inc. in Elmhurst, IL, holding a Series 66 designation and 25 years of industry experience. He has been with Fifth Third Securities since 2005. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and use of platforms like Fidelity Institutional Wealth Adviser.

Shaila Maloney is a financial advisor at TIAA-CREF with 18 years of industry experience. She holds the Series 66 designation and has worked previously at Nuveen Asset Management, CUNA Mutual Group, and Bank of America. Her current role at TIAA-CREF involves serving clients in Wheaton, Illinois. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, offering model and customized managed accounts with a fiduciary standard applied to its RIA services.

Stephen Gregg is a CFP® professional with 21 years of industry experience, currently serving at Transamerica Financial Advisors. His prior roles include positions at Prudential and Pacific Life, among others. He may also perform home office functions for other business units within Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to individuals, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers through multiple program platforms to serve a broad client base.

James Gazis is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Independent Financial Partners since 2025. He has also been affiliated with Balanced Asset Strategies, Ltd for over 16 years, where he is the owner of a wealth management business. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving tens of thousands of clients with a decentralized advisory model and notable retirement-plan advisory and pension consulting capabilities.

Emilio Rios is a financial advisor with PNC Wealth Management in Chicago, IL, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. His prior roles include positions at LPL Enterprise, Prudential Insurance Company of America, Bank of America, Merrill, Charles Schwab, and Fidelity Brokerage Services. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessment and approved model strategies executed via mutual funds and ETFs.

Dominic Colletti is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2022. Prior to joining Mercer, he worked at Polaris Wealth Advisory Group and Fidelity Investments. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, families, business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified portfolios and offers a range of solutions such as discretionary and non-discretionary management, financial planning, and retirement consulting.

Lisa Shake is a financial advisor at William Blair with three years of industry experience. She holds a Series 66 designation and has worked at William Blair since 2021. Prior to joining William Blair, she spent nine years at Fifth Third Private Bank. 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 various asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Charles Schuster is a financial advisor at Creative Planning with a Series 65 designation and one year of industry experience. His prior work includes roles at Monroe Capital LLC and Madison Boats LLC, along with four years at the University of Wisconsin-Madison. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing over $295 billion in client assets through more than 1,100 advisors.

Kenneth Langston is a financial advisor at William Blair with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at William Blair since 2018, following a nine-year tenure at Morgan Stanley Smith Barney. Outside of his advisory role, he serves as a board member of the Marrero Land & Improvement Association, Ltd. William Blair’s Private Wealth Management division provides 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 and access to private funds and co-investment opportunities.

Katherine Morris is a CFP® professional with 22 years of industry experience, currently serving at Planmember Securities Corporation. She has held positions at Veritrust Wealth Management since 2013 and was a member of the Oswego Police Pension Board from 2010 to 2018. In addition to her financial advisory work, she is involved in a non-investment administrative business. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios while offering participant education and support services.

Nicholas Curcio is a CFA® charterholder with 10 years of industry experience. He has worked at TIAA since 2017 and joined TIAA-CREF in 2025. His prior experience includes roles at HarrisDirect LLC and E*TRADE Capital Management LLC. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients with pre-existing TIAA employer retirement plan relationships. The firm offers customized portfolio management and operates as adviser to a donor-advised fund, applying a fiduciary standard within its vertically integrated advisory model.

Rachel Kowalczyk is a CFP® credentialed financial advisor with 11 years of industry experience. She has been with Mariner since 2018 and previously worked at Balasa Dinverno Foltz LLC for four years. Kowalczyk operates out of Mariner’s Oakbrook Terrace, IL office. Mariner serves a diverse group of clients including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized portfolio strategies supported by an internal investment team and third-party managers, and provides integrated tax, accounting, and family office capabilities alongside traditional advisory services.

Jason Brooks is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Independent Financial Partners since 2019. His prior roles include tenures at First Heartland Consultants and Signature Financial Services. Outside of advising, he provides bookkeeping, accounting, and tax preparation services on a part-time basis. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform with flexible investment approaches, including centralized asset management options and specialized retirement-plan advisory capabilities.

Jesse Zaragoza is a financial advisor with Eagle Strategies (New York Life) based in Downers Grove, Illinois, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, U.S. Bancorp Investments, LLC, and New York Life Insurance Company. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate and charitable clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Steve Shyman is a financial advisor at Brookstone Capital Management LLC with 14 years of industry experience. He holds a Series 65 credential and has worked at Brookstone since 2015. Additionally, he operates Wilsave Financial and is involved as a distributor of water ionizer machines. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions. The firm delivers investment management primarily through discretionary model portfolios, unified managed accounts, and separately managed accounts, and supports a large advisor network with back-office and turnkey asset management platform services.

Corey Speck is a Series 65-licensed financial advisor at Mariner with three years of industry experience. He has been with Mariner since 2018. Outside of his advisory role, he serves on the board of the Rolfe Pancreatic Cancer Foundation, where he helps raise funds and coordinate events. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm offers customized discretionary portfolios supported by in-house research and third-party managers, along with integrated tax, accounting, and family office services.

Michael Flynn is a financial advisor with Citigroup Global Markets who holds Series 63, 65, and 66 licenses and has 29 years of industry experience. His prior roles include positions at Fifth Third Securities and Allstate Life Insurance Company. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies and a broad set of advisory and execution services with institutional scale and diverse market roles.