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.

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.

Dragan Timotic is a CFP®, CFA®, and Series 63-licensed financial advisor at Cerity Partners LLC with 12 years of industry experience. He previously worked at T2 Asset Management, LLC for nine years before joining Cerity Partners in 2022. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with an investment approach emphasizing diversified asset allocation and access to alternative and private-market investments.

Sabrina Mason is a financial advisor at Valic Financial Advisors with 32 years of industry experience. She holds Series 63 and Series 65 designations and has prior experience at Prudential Insurance Company of America, Pruco Securities, LLC, and Allstate Insurance Co. Outside of her advisory role, Mason serves on the board of Carolyn's Kids Foundation, a nonprofit providing scholarships for youth, and works as a treatment advocate with the National Youth Advocacy Program. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.

Barbara Natale is a financial advisor at PNC Wealth Management with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has been with PNC Investments since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy pilot for employees that uses algorithmic risk assessment and manages investments via mutual funds and ETFs with annual rebalancing.

Edward Bowen is a financial advisor at Hightower Advisors in Chicago, IL, with 22 years of industry experience. He holds a Series 66 designation and has been with Hightower Advisors and its affiliated broker-dealer since 2012. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individuals, institutional investors, and charitable organizations. The firm focuses on manager selection and multi-manager solutions, offering access to affiliated and third-party managers, discretionary and non-discretionary portfolio management, and a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Kanwar Singh is a financial advisor at Rockefeller Financial LLC with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. He serves on the advisory council for the Northwestern Memorial Physician Group Center for Integrative Medicine & Wellness. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm provides integrated services through affiliated entities and access to alternative and private investments, distinguishing itself with its ownership structure and comprehensive wealth, trust, and insurance capabilities.

Laura Davis is a financial advisor at Park Avenue Securities with 40 years of industry experience. She holds the ChFC® and Series 63 designations and previously worked at Primerica Advisors and Guardian Life Insurance Company. Outside of her advisory role, she operates Advanced Strategies & Design, LLC, focusing on wealth accumulation and preservation strategies. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services with a range of proprietary and third-party investment programs. The firm combines a large-scale integrated model with multiple investment management approaches and specialized account services.

Mary Mckinley is a CFA® charterholder with 10 years of industry experience. She is currently with Corient, where she has worked since 2022, and previously spent 19 years at Gofen and Glossberg, L.L.C. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house security and fixed-income strategies with third-party managers and customized asset allocation, incorporating risk management tools and alternative investments as appropriate.

Jamie Gaballa is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Fifth Third Securities in 2024, Jamie was employed at Fifth Third Bank since 2022 and was self-employed from 2013 to 2021. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing clients access to multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.

Mario Giannetta is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 66 designations. He has 32 years of industry experience, including roles at Charles Schwab Bank and Charles Schwab since 2005. Schwab Wealth Advisory, Inc. delivers non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for advisory services.

Eric Behrends is a financial advisor with Fifth Third Securities, Inc., holding Series 65 and Series 63 registrations and three years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank in 2023, he worked at the State Farm Gary Behrends Agency for seven years and spent a year as a stay-at-home dad. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering various managed account programs via the Passageway platform. The firm is a wholly owned subsidiary of Fifth Third Bank and provides access to multiple investment strategies, including mutual fund and ETF models, SMA strategies, tax-overlay services, and direct indexing.

Natalie Fisk is a financial advisor with Empower Advisory Group in Chicago, IL, holding Series 63 and Series 66 licenses and 26 years of industry experience. She previously worked at Harris Investor Services, Inc. for 15 years and Huntington Securities, Inc. for one year before joining Empower in 2025. Outside of finance, she has a longstanding involvement as a hair and makeup artist under the name Lotus Flower. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Michael Mortell is a financial advisor at CIBC Private Wealth Advisors, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Atlantic Trust Investment Advisors, Gnv Advisors, LLC, and Geneva Investment Management of Chicago. Mortell is also a partner in Mortell Associates Real Estate LLC, which focuses on homesite development. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, and investment companies, offering portfolio management, financial and estate planning, and coordinated Family Office services. The firm combines internal investment teams and external managers to create customized portfolios and is notable for its high assets under management per advisor and its advisory role with investment company clients.

Michael Rarey is a CFA® charterholder with seven years of industry experience. He has worked at Creative Planning since 2025, including roles with Creative Planning Institutional Advisors, and previously spent six years at Capital Strategies Investment Group. 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 that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, alongside selective private market exposure and other tailored investment solutions.

Scott Wertz is a financial advisor with The Huntington Investment Company in Melrose Park, IL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Ameriprise Financial Services, LPL Financial, and Firstmerit Bank. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and business entities. The firm uses an open-architecture investment model combining third-party sub-managers and affiliate Private Bank offerings, delivering services through various wrap-fee programs on the Envestnet MAS platform.

Brenda Crump is a financial advisor at Citigroup Global Markets with 17 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes 13 years at JPMorgan Securities LLC and 15 years at JPMorgan Chase Bank NA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, as well as broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including in-house research and derivatives services.