Christopher Crull is a Certified Financial Planner (CFP®) with 21 years of industry experience. He has been with Fifth Third Securities, Inc. and its parent company, Fifth Third Bank, since 2004. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, combining its municipal-advisor registration with corporate affiliation to a large bank.

Iran Harvell is a financial advisor at Hightower Advisors with four years of industry experience. He holds the Series 66 designation and previously worked at Merrill for ten years before joining Hightower in 2023. Hightower Advisors provides investment advisory and planning services to a diverse client base including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers along with proprietary research and a range of investment vehicles.

Trent Thorbahn is a financial advisor at CIBC Private Wealth Advisors, Inc. with 15 years of industry experience. He holds a Series 65 designation and has worked at firms including Lbmz Securities and Zacks Investment Management. CIBC Private Wealth Advisors serves a broad client base including individuals, families, trusts, and investment companies, offering portfolio management, financial planning, and coordinated Family Office services. The firm’s investment approach combines internal teams and external managers to build customized portfolios and managed account programs, with notable scale and involvement in investment company clients.

Chad Mast is a CFP® professional with 13 years of industry experience, currently affiliated with Private Advisor Group, LLC since 2018. He previously worked with Independent Financial Partners and has been involved with Harvest Financial Planning LLC since 2012. Mast is also a notary and manages tax preparation and accounting services through Harvest Tax & Consulting, LLC. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm supports a range of investment approaches and collaborates with multiple third-party asset managers and platforms to align with client objectives.

Andrew Peck is a Series 66-licensed financial advisor with Valic Financial Advisors in Chicago, IL, where he has worked since 2025. He has one year of industry experience and previously worked at Busey Wealth Management. Outside of advisory services, Peck is appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts utilizing Envestnet’s platform and third-party model managers, supported by a large network of over 1,200 advisors.

Noah Turner is a financial advisor at Mesirow Financial Investment Management, Inc. He holds a Series 66 designation and has been in the industry since 2023. Prior to his current role, he worked at Cedar Street Asset Management LLC and has experience in educational settings including Richard Montgomery High School and Julius West Middle School. He has also been involved with the Bretton Woods Recreation Center. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to private individuals, pension and profit-sharing plans, government entities, charitable organizations, and institutional clients. The firm employs a detailed investment process that includes preparing Investment Policy Statements, setting asset allocation targets, and conducting due diligence across a broad range of asset classes, utilizing both third-party sub-advisors and proprietary investment products.

Thomas Drennan is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has also worked with World Financial Group since 2002. In addition to his advisory work, he is involved in the sale of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses. The firm employs a model portfolio and third-party manager approach to investment advisory services, supported by a large advisor network and multiple program platforms.

Henry Holmes is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Dimensional Fund Advisors, Oppenheimer & Co., and Incapital. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with oversight committees to select and monitor managers, combining large institutional scale with specialized market roles.

Noah Nardone is a financial advisor at William Blair with three years of industry experience. He holds a Series 66 designation and has worked at William Blair since 2017, with additional experience at Granite Telecommunications and PCS Research Group. 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 employs an active, research-driven approach across multiple asset classes and provides access to proprietary models and private investment opportunities.

Colby Brothers is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at J.P. Morgan Investment Management Inc., J.P. Morgan Institutional Investments Inc., and JPM Distribution Services, Inc. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides a range of investment management and financial planning services and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Nelson Dume is a financial advisor with Schwab Wealth Advisory in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He previously worked at Citigroup Global Markets for 17 years before joining Schwab Wealth Advisory and Charles Schwab & Co., Inc. in 2024. Outside of his advisory role, he is involved as a landlord in a rental property business in Fort Lauderdale, FL. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations using proprietary Schwab research tools and standard asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its services.

David Sternberg is a financial advisor at Corient with 19 years of industry experience. He holds a Series 65 designation and previously spent 14 years at Vivaldi Capital Management before joining Corient in 2026. Based in Chicago, IL, he currently serves clients through Corient’s enterprise platform. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs risk management tools alongside alternative investment opportunities.

Kendall Navin is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC since 2026. His prior roles include positions at Kovitz Investment Group Partners, The Ayco Company, L.P./Mercer Allied, and Managed Account Research, Inc. He also holds a Series 66 license. Focus Partners Wealth serves a wide range of clients, including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with third-party managers, offering diversified portfolios and a broad network of affiliated service companies and product relationships.

Joyce Yoo is a financial advisor with Eagle Strategies (NY Life) based in Chicago, IL, holding Series 63 and Series 65 licenses and having 16 years of industry experience. She has worked with New York Life Insurance Company and Nylife Securities LLC since 2013 and operates Wisely Financial Strategies and Insurance Solutions. Outside of her advisory role, she is involved with Soar City Inc., a nonprofit focused on teaching extracurricular activities to underprivileged youth. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored solutions utilizing multiple program types, with the majority of its assets managed on a non-discretionary basis.

Mark Zahorik is a CFA® charterholder with 41 years of industry experience. He is currently with Sanctuary Advisors, LLC and has previously worked at Keeley-Teton Advisors LLC and Keeley Investment Corp. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, retirement plan consulting, and other advisory services through a network of over 400 independent investment adviser representatives.

Todd Kemp is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been associated with Transamerica Financial Advisors since 2012 and has also been involved with several other ventures, including ownership of The Kemp Group and serving as a registry instructor at the Heartland Institute of Financial Education. Additionally, he offers estate planning services through Net Law. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and corporations, providing both advisory and broker-dealer services. The firm offers proprietary and third-party model portfolios with discretionary and non-discretionary program choices and supports plan clients through affiliated retirement and recordkeeping entities.

Merilou Bury is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 66 licenses and possessing 28 years of industry experience. Prior to joining Focus Partners Wealth in 2026, she worked at Kovitz Investment Group Partners, LLC and Kovitz Securities, LLC for nine years. Focus Partners Wealth serves a diverse clientele including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture that integrates fundamental and quantitative analysis alongside third-party managers, and it offers a wide range of wealth management and advisory services.

James Valentino is a financial advisor at Mesirow Financial Investment Management, Inc. with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including OSAIC, SagePoint Financial, Iron Bridge Wealth Counsel, SRCO, and Merrill Lynch. Mesirow Financial Investment Management, Inc. provides discretionary and non-discretionary investment management and financial planning services to private individuals, institutional clients, and public entities. The firm utilizes both third-party managers and proprietary private investment products, applying quantitative and qualitative due diligence to a range of asset classes.

Jeremy Benberry is a financial advisor at The Huntington Investment Company with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise Financial Services, Bank of America, Merrill, J.P. Morgan Securities, and Fifth Third Bank. The Huntington Investment Company serves individuals, including high-net-worth clients, as well as charitable organizations and business entities, offering advisory and brokerage services through multiple wrap-fee programs using an open-architecture model that incorporates third-party sub-managers and proprietary private bank models.

Sandeep Soorya is a financial advisor at Corient with Series 63 and Series 65 designations and five years of industry experience. His prior roles include positions at nextGEN Healthcare Advisors LLC, Sigma Advisors LLC, Delaware Street Capital LLC, and Northern Trust Company. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and continuous portfolio monitoring.