Alexandria Dotson is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 credentials and 11 years of industry experience. She has worked at PNC Investments since 2016 and at PNC Bank from 2016 to 2018. Outside of her advisory role, she has been involved as a property owner-landlord. PNC Wealth Management offers retail brokerage and advisory services, including a model-based digital discretionary portfolio program available by invitation to employees. The firm’s approach uses algorithm-driven risk assessment and approved model strategies managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Andrea Jevne is a financial advisor at Brookstone Capital Management LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley and Ameriprise. Brookstone Capital Management is an SEC-registered adviser providing 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 RIAs, sovereign wealth funds, and banking institutions.

Joshua Larson is a CFP® with eight years of industry experience currently with Corient. He has worked previously at Balasa Dinverno Foltz LLC and Sebold Capital Management. 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 combining in-house strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Heather Fairbanks is a CFP® and ChFC® with 35 years of experience in the financial services industry. She is currently with Beacon Pointe Advisors, LLC and Beacon Pointe Insurance Services, LLC, where she has worked since 2023. Her prior experience includes roles at FSC Securities Corporation and Michigan Financial Advisors Corp, with additional time at Strategic Financial Designs, Inc. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a wide range of clients, including high-net-worth individuals and institutional investors. The firm utilizes a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private assets.

Daniel Laya is a financial advisor with Lincoln Investment in Lombard, IL, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2006. Outside of his advisory role, he is a member of Corner Sports LLC, a ski and snowboard rental, tuning, and delivery business. 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, ERISA retirement plan advice, and both advisor-managed and firm-managed investment strategies, utilizing a combination of strategic and tactical approaches supported by an Investment Management & Research team.

Robert Wolchuk is a financial advisor with SPC in Chicago, Illinois, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Sigma Financial Corporation since 2011. In addition to his advisory work, Wolchuk provides tax preparation, accounting, and bookkeeping services through his CPA practice. SPC serves individual clients, charitable organizations, corporations, and retirement plans with a range of portfolio management, financial planning, and ERISA-related services. The firm combines discretionary and nondiscretionary management approaches and supports co-advisor relationships with third-party managers while maintaining formal compliance and succession protocols.

Patrick Rule is a financial advisor with William Blair in Clarendon Hills, IL, holding a Series 66 designation and 15 years of industry experience. He has been with William Blair since 2016. William Blair’s Private Wealth Management division serves individuals, foundations, pension, and corporate clients through discretionary and non-discretionary investment management, financial planning, and wealth services. The firm employs an active, research-driven approach across equities, fixed income, and alternative strategies, offering proprietary models and access to private funds and co-investment opportunities.

Veena Gandhi is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been with Transamerica Financial Advisors since 2015 and is also involved in estate planning education through roles with Inheritguard, LLC and LSPN Pro LLC. Additionally, she participates in activities related to insurance sales and client education with affiliated entities including World System Builders and EBRM Agency. Transamerica Financial Advisors serves a diverse client base including individuals, high net worth clients, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio and third-party manager approach across multiple platforms, including Transamerica ONE and TFA365, with approximately $1.7 billion in regulatory assets under management.

Gregory Bogdan is a CFP® and holds a Series 66 license with 16 years of industry experience. He is currently with Integrated Wealth Concepts LLC and previously worked at HighTower Advisors LLC and Private Vista, LLC. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, consulting, and family office services, utilizing a range of mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

Nathan Meek is a financial advisor at Cerity Partners LLC in Wheaton, IL, holding CFP® and Series 66 credentials with two years of industry experience. His prior experience includes roles at Fidelity Investments and Edge Financial Advisors, LLC. Cerity Partners provides customized wealth management services to a diverse national client base, including high-net-worth individuals, families, trusts, and institutional investors. The firm utilizes tailored asset allocation, manager selection, and proprietary quantitative screening alongside third-party managers and individual securities.

Frank Diebold Jr. is a Series 65 credentialed advisor with 27 years of industry experience. He currently works with Cetera Planning Partners and previously spent over two decades at Honkamp Krueger Financial Services, alongside operating Diebold & Associates since 1978. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm provides investment management and comprehensive financial planning, including Social Security optimization, tax planning, estate planning, and related ancillary services.

Gerard Buchanan is a financial advisor with The Huntington Investment Company in Glenview, IL, holding Series 63 and Series 65 designations and 33 years of industry experience. His career includes roles at Ameriprise Financial Services, LLC and Harris Investor Services, Inc. He has worked at The Huntington Investment Company in multiple periods since 2019. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm employs an open-architecture investment approach, offering various wrap-fee programs on the Envestnet MAS platform and combining third-party managers with proprietary Private Bank models.

Thomas Wilson Jr. is a financial advisor at William Blair with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with William Blair & Company L.L.C. since 1991. 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 active, research-driven management across multiple asset classes and offers proprietary models and private fund access through its MB Investments Program.

Linda Wieczorek is a Series 66-licensed financial advisor with nine years of industry experience. She currently works at Mercer Global Advisors Inc. and has held positions at The Colony Group, Buckingham Strategic Wealth, and several other firms. Linda holds active life, health, and variable contracts insurance licenses. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a globally diversified investment approach grounded in Modern Portfolio Theory and utilizes a combination of low-cost funds, separate account managers, and private fund platforms.

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.

Thomas Riley is a financial advisor at Lincoln Investment with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment Planning since 2013, following roles at Legend Advisory, LLC and Benchmark Capital Group Ltd. 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, ERISA retirement plan advice, and a variety of investment programs using both strategic and dynamic approaches, managing approximately $22.9 billion in advisory assets.

Stanford Slovin is a financial advisor at &PARTNERS with 39 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing and WELLS FARGO ADVISORS LLC. Slovin serves as a volunteer board member and president of Rebecca's Dream, a nonprofit focused on mental health advocacy and suicide prevention. He is also the author of the book *Better Listening: The Secret to Improving Your Professional and Personal Life*, published in 2023. &PARTNERS serves a broad range of individual and institutional clients, offering investment management, financial and tax planning, and retirement plan services. The firm employs a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies, with discretionary and non-discretionary management options.

Robert Magnesen is a financial advisor at Fifth Third Securities, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2014, having worked at Fifth Third Bank since 2009. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base including individuals, charitable organizations, and institutional investors. The firm provides multiple discretionary managed-account options and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

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.