Daniel Madura is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, providing brokerage services, financial planning, and advisory programs.

Stephanie Goins is a CFP® professional with seven years of industry experience. She is currently with Creative Planning and previously held roles at Principal Advised Services, Principal Securities, Principal Life Insurance Company, Edward Jones, and HSBC. Creative Planning is an enterprise firm managing approximately $217 billion in client assets, serving individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by additional equity and tax-efficient trading options, and offers integrated retirement plan services alongside affiliated legal, trust, and recordkeeping businesses.

Philip Cole is a CFP® professional with 19 years of industry experience. He has worked at MAI Capital Management since 2021 and previously spent 12 years with Hochman Cole Investment Advisors, Inc. and Cetera Financial Specialists LLC. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a range of investment strategies and integrates financial planning and tax services into client relationships.

Ryan Begley is a financial advisor at &PARTNERS with 10 years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Wells Fargo Advisors. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan services through a combination of fundamental, technical, and quantitative analysis. The firm operates as both a registered investment adviser and broker-dealer, providing discretionary and non-discretionary portfolio management and municipal advisory services.

David Hatton is a CFP®-designated financial advisor with 27 years of industry experience. He is currently with &PARTNERS and previously worked at Old National Bank, LPL Financial, and First Midwest Bank. &PARTNERS serves a diverse clientele, including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering investment management, financial and tax planning, and ERISA 3(21) consulting. The firm employs a range of strategies incorporating fundamental, technical, and quantitative analysis and utilizes both proprietary and third-party portfolio management.

Lynn Zak is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 designations and over 22 years of industry experience. She has been with Fifth Third Securities since 2002 and is also affiliated with Fifth Third Bank, where she has worked since 1982. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Erin Sheahan is a financial advisor at Mesirow Financial Investment Management, Inc. She holds a Series 66 designation and recently began her career in the industry. Prior to joining Mesirow, she held roles in education and hospitality. Mesirow Financial Investment Management, Inc. offers investment management and financial planning services to private individuals, institutional clients, and government entities. The firm uses both proprietary and third-party products, applying quantitative and qualitative due diligence to construct diversified portfolios across various asset classes.

Jill Kaz is a Certified Financial Planner® with 13 years of industry experience. She is currently with Cetera Planning Partners and has previously worked at firms including Avantax and Hemington Wealth Management. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services that include investment management, comprehensive financial planning, and Social Security optimization. The firm integrates ancillary offerings such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers, leveraging a formal planning process and a broad network of affiliated resources.

Quinn Schneider is a financial advisor at Beacon Pointe Advisors, LLC with six years of industry experience. He holds a Series 65 credential and has previously worked at Altavista Wealth Management Inc. and Mission Health. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive investment strategies across public and private asset classes.

James Gaines is a financial advisor at Mesirow Financial Investment Management, Inc. with 14 years of industry experience. He has been with Mesirow Financial since 2015 and holds the Series 66 designation. Mesirow Financial Investment Management’s Wealth Management division serves private individuals, pension and profit-sharing plans, governmental entities, charitable organizations, and institutional clients. The firm offers discretionary and non-discretionary investment management and financial planning, utilizing both third-party managers and proprietary private investment products tailored through quantitative and qualitative due diligence.

Michael Williams is a CFP® and CFA® with 28 years of experience in the financial industry. He has been with MAI Capital Management, LLC since 2021 and previously worked at Cetera Financial Specialists LLC and Hochman Cole Financial Services, Inc. MAI Capital Management, LLC offers discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and provides customized portfolio management across various strategies, integrating financial planning and other services to meet client objectives.

Janice Carlisle is a financial advisor at Money Concepts Capital Corp with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Money Concepts since 2005. In addition to her advisory role, she sells Medicare supplement insurance through various carriers. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, advisor-designed strategies, and third-party sub-advisers, applying fundamental and technical analysis along with modern portfolio theory.

Robert Weis is a CFP® with 32 years of industry experience. He is currently with &Partners, joining the firm in 2024 after previous roles at Wells Fargo Advisors and Wells Fargo Clearing. Weis is also president of Robert Weis Wealth Management Services, Ltd., an entity he uses to manage office expenses for his practice. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and ERISA consulting, employing a range of analysis techniques and combining proprietary and third-party strategies.

William Robbins II is a financial advisor with Mesirow Financial Investment Management, Inc., holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Mesirow Financial since 1998 and also has a long-standing affiliation with the University of Iowa beginning in 1993. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to a range of clients including private individuals, pension and profit-sharing plans, government entities, charitable organizations, and institutional clients. The firm employs a disciplined process involving Investment Policy Statements, asset allocation targets, and due diligence across various asset classes, and offers access to proprietary private investment products and third-party managers.

Lee Gordon is a financial advisor at Mesirow Financial Investment Management, Inc. with 39 years of industry experience. He has been with Mesirow Financial since 1992 and holds Series 63 and Series 65 designations. Mesirow Financial Investment Management’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including individuals, pension plans, government entities, and charitable organizations. The firm utilizes both third-party managers and proprietary private investment products, employing quantitative and qualitative due diligence across various asset classes and may engage sub-advisors for specialized strategies.

Mariusz Niedbalec is a financial advisor at William Blair with 26 years of industry experience. He holds the Series 66 designation and has been with William Blair & Company since 2005. William Blair’s Private Wealth Management division offers 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, providing proprietary models and access to private funds and co-investment opportunities.

David Engle is a financial advisor with Mesirow Financial Investment Management, Inc., holding a Series 66 designation and 24 years of industry experience. He has been with Mesirow Financial since 2004 and previously worked at LaSalle Financial Services from 2002 to 2004. Engle serves as a board member of the University of Illinois College of Business Alumni Association. Mesirow Financial Investment Management’s Wealth Management division provides investment management and financial planning services to a diverse client base including private individuals, pension plans, government entities, and charitable organizations. The firm employs both proprietary and third-party investment strategies, managing a range of assets from mutual funds to alternative investments.

Brent Griffin is a financial advisor at Concurrent Investment Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including Edward Jones, Merrill Lynch, and JP Morgan Securities. Outside of advising, he is the owner of The Soap Boxx Company, which holds his household product invention, and serves as a board member for the Legacy Reentry Foundation. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, families, trusts, businesses, and retirement plans. The firm emphasizes customized, primarily long-term investment portfolios and offers a range of wealth management and financial planning services supported by affiliations with sub-advisors and integrated platform solutions.

Steven Mesirow is a financial advisor with Mesirow Financial Investment Management, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has been with Mesirow Investment Services Inc. since 1992 and Mesirow Financial, Inc. since 1991. Outside of his advisory role, he is a Senior Managing Director at Knowbituary, a software subscription startup. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning for a range of clients including individuals, pension plans, government entities, and institutional clients. The firm employs both proprietary private investment products and third-party managers and conducts quantitative and qualitative due diligence to construct portfolios aligned with client investment policies.

Sarah Tobolski is a CFA® charterholder with eight years of industry experience. She has worked at William Blair since 2017 and previously spent three years at DiMeo Schneider. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients. The firm applies active, research-driven management across multiple asset classes and provides proprietary models and access to private funds and co-investment opportunities.