Nathaniel Chan is a financial advisor at Mariner with a Series 66 designation and one year of industry experience. Prior to his advisory roles, he worked at Lu's Sushi and Chinese and spent a decade at Wheaton College. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers customized investment management alongside integrated tax and accounting services, retirement plan consulting, and a range of operational capabilities such as family office and financial wellness solutions.

Clayton Foster is a CFP® and holds a Series 66 license with five years of industry experience. He has worked at Focus Partners Wealth, LLC since 2024 and previously held roles at Mariner Wealth Advisors, Mooney Lyons, and Triad Advisors Inc. Foster's background also includes academic and various other work experiences. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a comprehensive range of wealth management and advisory services. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Mary Claire Meehan is a financial advisor with Eagle Strategies (NY Life) in Deerfield, IL, holding Series 63 and Series 65 designations and five years of industry experience. She has worked with Eagle Strategies and NYLIFE Securities LLC since 2021 and has prior experience at Gary A Erickson dating back to 2009. Outside of her advisory role, she is a Notary Public in Illinois. Eagle Strategies serves a diverse client base including individuals, institutions, and retirement plans, offering financial planning, investment management, and advisory services primarily focused on fee-based and non-discretionary solutions tailored to client objectives.

Jacob Lee is a financial advisor with Guardian Life, holding a Series 66 designation and eight years of industry experience. His career includes roles at Guardian Life Insurance Company, Prudential Insurance Company of America, Pruco Securities, LLC, and Axa Advisors, LLC. Lee also engages in insurance activities outside of Guardian. Guardian Life’s subsidiary, Park Avenue Securities LLC, operates as a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and a variety of advisory programs that include proprietary and third-party model portfolios.

Vincent Allegra is a financial advisor with Creative Planning, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Prior to joining Creative Planning in 2023, he worked for Mesirow Financial, Inc. for 19 years. Outside of his advisory role, Allegra serves on the boards of Choose DuPage and Hinsdale Swim Club, contributing to community development and local recreational activities. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, and retirement plans. The firm employs a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental portfolio management techniques and integrated retirement plan services.

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.

Phillip Porpora is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and bringing 20 years of industry experience. He previously worked at Merrill from 2006 to 2021 before joining Sanctuary Wealth in 2021. Outside of advisory services, he is a member owner of Porpora Consulting LLC, where he recruits and onboards advisors to the Sanctuary Wealth platform. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports over 400 independent investment adviser representatives who utilize various portfolio management approaches and strategies under firm supervision.

Amit Kumar is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has nine years of industry experience. In addition to his advisory role, he is an adjunct instructor teaching graduate-level courses at both Benedictine University and Saint Xavier University. Outside of finance, he is involved in music and performs as a musician. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides a range of services including financial planning, portfolio management, and retirement-plan advisory services to individuals, institutions, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver mostly non-discretionary investment solutions supported by a large network of adviser representatives.

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 19 years of industry experience. He holds a Series 66 designation and has worked with TIAA-CREF and Tiaa since 2016, following eight years at Securian Financial Services, Inc. and CRI Securities, LLC. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily for individuals with existing ties to TIAA through employer retirement plans, as well as for trusts, estates, and small retirement plans. The firm combines point-in-time planning with ongoing portfolio management using both model and customized strategies, and it serves as adviser to a donor-advised fund.

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, Illinois, 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 finance, Niemiec works as an assistant coordinator for Sarah Kathleen Events, a wedding and event planning company. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive strategies.

Allen Berg is a CFP® professional with 11 years of industry experience. He currently works at Clearstead Advisory Solutions and has held prior roles at Waveland Family Office, Kovitz Investment Group Partners, Weiss & Company LLP, and North Star Investment Management Corp. He serves as Treasurer and Adviser to the Juliana Greenfield Family Foundation, a nonprofit focused on charitable medical research. Clearstead serves affluent private clients and institutional clients, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets and applies institutional disciplines through a combination of mutual funds, ETFs, separately managed accounts, alternative investments, and a proprietary Direct Indexing strategy.

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.

Valbona Ceci is a CFP® professional with nine years of industry experience, currently with Mariner in Oakbrook, IL. Her prior experience includes roles at BMO Private Bank and Mariner Wealth Advisors. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, implementing customized portfolios overseen by an Investment Committee and supported by both in-house and third-party managers.

Sharif Husseini is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Brookstone Capital Management LLC since 2025. His prior experience includes roles at Morningstar Investment Management LLC, EveryIncome, GRT Securities, Advisors Asset Management, Nuveen Investments, and AMG Funds. Husseini is registered with Series 65 and Series 66 licenses and has noted an intention to engage in insurance sales through Triad, though he has not yet started this activity. Brookstone Capital Management provides fee-based asset management and financial planning for 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 its BCM Platform, working with both internal and external sub-advisors as part of its investment approach.