Victoria Shadaia is a financial advisor at Beacon Pointe Advisors, LLC with the ChFC® designation and Series 63 license. She has two years of industry experience, including prior roles at Midwest Financial Advisors Group and Michigan State University. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individual and institutional investors such as charitable organizations, corporations, and retirement plans. The firm employs a manager-driven investment approach using proprietary due diligence, asset-allocation modeling, and third-party platforms to implement client strategies.

Amit Kumar is a financial advisor at Voya Financial Advisors, Inc. with nine years of industry experience. He holds a Series 66 designation and has taught graduate-level courses at Benedictine University and Saint Xavier University for over a decade. Outside of his advisory role, he is also a musician who plays musical instruments for compensation. Voya Financial Advisors, Inc. serves a diverse client base, including individual and institutional investors such as retirement plan sponsors, charitable organizations, and high-net-worth individuals. The firm offers a wide range of services, including financial planning and portfolio management, with a focus on recommendation-based, non-discretionary advice through various program structures.

Christopher Stickrod is a financial advisor at TIAA-CREF with 21 years of industry experience and holds a Series 65 designation. He previously worked at Nuveen Asset Management, LLC and Nuveen Securities, LLC for over a decade before joining TIAA-CREF in 2023. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often those connected to TIAA-administered employer retirement plans. The firm offers discretionary management through model and customized portfolios and also serves as adviser to the TIAA Donor Advised Fund.

Anthony Scott is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Citigroup Global Markets since 2008. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of advisory programs and execution services. The firm combines large institutional scale with specialized market roles, including in-house research and derivative services, providing multi-asset, multi-manager strategies implemented through discretionary and non-discretionary programs.

Patrick Oconnor is a financial advisor at TIAA-CREF with 18 years of industry experience. He holds the Series 66 designation and has been with TIAA-CREF since 2016. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and corporate entities. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated group.

Joseph Simoncelli is a financial advisor with TIAA-CREF, holding a Series 66 designation and two years of industry experience. He has worked at TIAA, Nuveen Asset Management, and Nuveen Securities since 2022. Outside of his advisory role, Simoncelli serves as an assistant coach for the Renegades High School hockey club. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing portfolio management through various managed account options.

Noah Swift is a financial advisor at Brookstone Capital Management LLC with a Series 65 credential and one year of industry experience. Prior to joining Brookstone, he worked at Wealth Financial Services and Tax Advisory and has experience in design and self-employment. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models and offers discretionary portfolio management through both internal and external sub-advisors.

Edward Dunphy is a financial advisor at William Blair with 33 years of industry experience. He has been with William Blair & Company since 2013 and holds the Series 63 and Series 65 designations. 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 investment approach across multiple asset classes and offers proprietary models and access to private funds and co-investment opportunities.

Charles Lawless is a financial advisor at Creative Planning with 28 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Mesirow Financial for 27 years before joining Creative Planning in 2023. Outside of his advisory role, he is involved in developing a patent for personal finance record keeping, serves on the advisory board of Empower Retirement, and is an author of self-help and family history books. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach focused on low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and other active portfolio management techniques, supported by a large advisory team and integrated investment infrastructure.

Paul Niemiec is a financial advisor with Lincoln Investment in Lombard, IL, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Valic Financial Advisors, Bank of America, Merrill, and Equitable Advisors. Outside of financial services, he works as an assistant coordinator for Sarah Kathleen Events, a special events company. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and managed portfolio programs, utilizing a mix of in-house and third-party strategies overseen by an Investment Management & Research team.

Jonathan Chung is a financial advisor at Fifth Third Securities, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities, Merrill, and Bank of America. Outside of his advisory role, he serves as an Assistant Pastor at Highland Presbyterian Church. Fifth Third Securities, Inc. serves individual and institutional clients through both investment advisory and brokerage channels. The firm offers a variety of investment programs via the Passageway Managed Account Platform and supports clients with multiple portfolio management options, including mutual fund and ETF models, SMA strategies, and direct indexing.

Robert Duwa is a CFA® charterholder with 28 years of industry experience. He has been with William Blair & Co LLC since 2010. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm emphasizes active, research-driven management across multiple asset classes and offers proprietary model portfolios along with access to private funds and co-investment opportunities.

Michael Greenen is a CFP® and PFS™ with 25 years of experience in the financial industry. He is currently with Cerity Partners LLC and previously worked at Edge Financial Advisors, Lantern Wealth Guardians, and operated his own CPA practice. He is the owner of Michael J. Greenen CPA PC, dedicating part of his time to this business during trading hours. 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 and manager selection processes, incorporating proprietary quantitative screens and a range of investment options, including private-market offerings and affiliated pension, insurance, and venture services.

James Davis is a financial advisor with Commonwealth Financial Network in Skokie, IL, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He previously worked at LPL Financial, LLC for 13 years before joining Commonwealth in 2025. Outside of his advisory work, he serves as an assistant basketball coach at Christian Heritage Academy. Commonwealth Financial Network is a registered investment adviser that supports a national network of advisors and their clients by providing a range of advisory programs and operational services. The firm offers discretionary model portfolios and customizable investment solutions while serving as a platform provider with extensive clearing and custody relationships.

Valbona Ceci is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Mariner. Prior to joining Mariner in 2017, she worked at BMO Private Bank from 2013 to 2017. Mariner serves a diverse client base including individuals, high-net-worth households, pension plans, trusts, and charitable organizations, offering services such as investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party manager allocations across various strategies and maintains integrated tax and administrative capabilities uncommon for firms of its size.

Sharif Husseini is a CFP® professional with 20 years of industry experience, currently serving at Brookstone Capital Management LLC since 2025. His prior experience includes roles at Morningstar Investment Management LLC and Nuveen Investments. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models, utilizes a range of investment vehicles, and serves as a sub-advisor to other advisory programs.

Themi Pieropoulos is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Principal Financial Services since 2016 and has been affiliated with Principal Life Insurance Company since 2012. Pieropoulos also maintains a fixed insurance agent role focused on life and health products. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel. 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.

Jack Hansen is a Series 65-licensed financial advisor at Mariner with three years of industry experience. He has worked at Mariner Wealth Advisors since 2018. Prior to his advisory career, he held roles at Afton House Inn and Finish Line. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, providing investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party managers, and offers integrated tax, accounting, and family office capabilities not commonly found at large advisory firms.

Thomas Cleland is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has 20 years of industry experience. Cleland has worked at Benjamin F. Edwards & Co. since 2016. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse range of clients including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management, utilizing a variety of managed strategies and an internal trading desk.

Evan Ferry is a financial advisor at NorthCoast Asset Management LLC with one year of industry experience. He holds a Series 65 license and has worked at Focus Partners Wealth, Kovitz Investment Group Partners, and Relative Value Partners. Outside of finance, his background includes several years of employment at country clubs. NorthCoast Asset Management provides investment advisory services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm uses a quantitative and systematic investment approach with proprietary models, managing most client relationships on a discretionary basis.