Aldis Elezovic is a financial advisor at Fifth Third Securities, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities and The Huntington Investment Company. Fifth Third Securities serves a wide range of individual and institutional clients through investment advisory and brokerage services, offering multiple program types on the Passageway Managed Account platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides services including mutual fund and ETF models, SMA strategies, tax-overlay services, and direct indexing.

Stanford Slovin is a financial advisor at &PARTNERS with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing, Morgan Stanley, and UBS Financial Services. Outside of his advisory role, he serves as a volunteer board member and president of Rebecca’s Dream, a charity focused on mental health advocacy and suicide prevention, and authored a self-published book titled *Better Listening*. &PARTNERS serves a diverse clientele including high-net-worth individuals, retirement plans, and institutions, offering investment management, financial and tax planning, and retirement-plan consulting. The firm utilizes a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies, with accounts managed either directly by advisors or through selected third-party managers.

Cristl Walker is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her prior roles include positions at Securities America, Fidelity Brokerage Services, and Charles Schwab. Outside of financial advising, she provides pet sitting services through the Rover platform. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.

Todd Schossow is a financial advisor at Brookstone Capital Management LLC with 28 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Northern Trust Bank and Northern Trust Securities Inc for 12 years. He has been with Brookstone Capital Management since 2021. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking or thrift institutions.

Sara Zappani is a financial advisor at Kestra Advisory with 10 years of industry experience and holds a Series 66 designation. She has worked at Kestra Advisory and Kestra Investment Services since 2016 and also serves as Office Manager at Partners Wealth Management, where she manages day-to-day headquarters operations. Outside of her advisory role, she is a member of SORELLE Development, LLC, where she assists in real estate research and property development management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, benchmarking, and employee education, and manages approximately $79.8 billion in assets under management.

Andrea Navarro is a Series 66-registered financial advisor with three years of industry experience, currently affiliated with TLG Advisors, Inc. She has held roles at The Leaders Group Inc, Cutler Financial Services, and Spearhead Capital Advisors. In addition to her advisory work, Navarro manages two accounting firms, Healthy Coin PLLC and Navarro Strategies LLC. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering portfolio management, financial and estate planning, and ERISA fiduciary services through a combination of independent advisors, sub-advisors, and proprietary platforms.

Robert Papierniak is a financial advisor at Wealth Enhancement Advisory Services, LLC with two years of industry experience. He holds the Series 66 designation and has worked at LPL Financial and Wealth Enhancement Group. Prior to his financial career, he was employed at Binny's Beverage Depot and Walgreens. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting through a comprehensive investment process that combines passive and active management guided by an internal Investment Committee.

Larry Goldberg is a financial advisor with Bankers Life Advisory Services, Inc. in Schaumburg, IL, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has worked at Bankers Life and affiliated entities since 2014 and currently manages a team of agents focused on insurance products for the senior market. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Dana De Lance is a CFP® professional with seven years of industry experience. He is currently with Mercer Global Advisors Inc. and has previously worked at Mariner Wealth Advisors, Kovitz Investment Group Partners, and JMG Financial Group. Mercer Global Advisors provides investment advisory and planning services to individuals, families, business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost index vehicles and multi-factor strategies, and offers a range of portfolio management and planning services.

Michael Shean is a financial advisor at TLG Advisors, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Simplicity Investments, MML Investors Services, Mass Mutual Life Insurance Company, and Lenox Advisors, Inc. Outside of his advisory role, he is also an insurance agent specializing in individual and group life and health insurance. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing fundamental analysis and Modern Portfolio Theory across its investment approach.

Corina Bande Arias is a CFP® and ChFC® with 14 years of industry experience. She currently works at Carson Wealth and CWM, LLC, having previously held positions at Fifth Third Bank, Charles Schwab Bank, U.S. Bancorp Investments, and BMO Harris Financial Advisors. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, using an Investment Committee to construct model portfolios and providing tailored solutions including custom indexing and access to alternative investments.

Andrea Longhi is a financial advisor with Creative Planning, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to joining Creative Planning in 2021, he worked at Raymond James Financial Services and Money Managers Financial Group. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering a range of institutional and retirement plan services.

Kellen Cross is a financial advisor at Mariner Wealth Advisors with a Series 65 credential and two years of industry experience. Prior to joining Mariner, he held roles at the University of Kansas, Infinitas, Edison Spaces, and Royal Blue Capital. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal investment team and integrates tax and accounting services uncommon for firms of its size.

Robert Achille is a financial advisor with SPC who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He has worked at Sigma Planning Corporation and Sigma Financial Corporation since 2016 and has operated R. J. Achille & Company since 1975. He also provides accounting services through his CPA firm, R.J. Achille & Company, and is an independently licensed insurance agent. SPC offers investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a broad advisory network and delivers tailored investment advice, primarily through discretionary client accounts, with custody services provided through Fidelity/NFS.

Timothy Troutman is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 credentials. He has 30 years of industry experience, with prior roles spanning Troutman Semler LLC, David L Troutman Trust, and Troutman & Associates Inc. Outside of advisory work, he is involved in managing real estate sales and property management activities. United Planners Financial Services is a national wealth-management firm serving a diverse client base including individual investors, retirement plans, corporations, and institutional clients. The firm delivers advisory and brokerage services through independent Investment Adviser Representatives and utilizes a range of custodians and third-party managers, with a majority of assets managed on a non-discretionary basis.

Juan Martin is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Morgan Stanley, E*TRADE Securities LLC, and J.P. Morgan Securities. Martin earned an MBA from the University of Iowa. Citigroup Global Markets serves individual and institutional clients across wealth segments including workplace, high-net-worth, and ultra-high-net-worth, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique market roles such as swap dealer and futures commission merchant.

Matthew Foltz is a CFP® and holds a Series 65 license with 10 years of industry experience. He is currently with Corient in Itasca, IL, where he has worked since 2022. His prior experience includes eight years at Balasa Dinverno Foltz LLC. 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 corporate entities. The firm uses a goals-based, team investment approach that blends in-house strategies with third-party manager solutions and specialized offerings through affiliates.

Zachary Cravez is a CFP® and holds a Series 66 license with three years of industry experience. He is currently an advisor at Cerity Partners LLC, joining in 2026 after working at Edge Financial Advisors and Bank of America Merrill Lynch. Zachary is based in Wheaton, IL. Cerity Partners advises a wide range of clients including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in assets as of late 2025. The firm offers customized wealth management services with an investment approach focused on client-specific profiles, incorporating quantitative screening, manager selection, and both third-party and direct security strategies, along with access to alternative and private market solutions for qualified clients.

Paul Mozis is a CFP® professional affiliated with Fifth Third Securities, Inc. in Glen Ellyn, IL, with 28 years of industry experience. He has worked at Fifth Third Securities and Fifth Third Bank since 2019 and previously held roles at Cetera and MB Financial Bank. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank and provides clients access to multiple discretionary managed-account programs and specialized services such as direct indexing and tax-overlay options.

Douglas Lincoln is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 designations and 41 years of industry experience. He has been with VOYA Financial Advisors since 2014 and has operated as a self-employed advisor since 1986. In addition to his advisory work, he is an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale firm serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed account and wrap programs, and retirement-plan advisory services, utilizing a combination of in-house and external strategists and technology tools to implement client recommendations.