Dominic Defazio is a CFP® with 20 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2011. He is also the owner of Aqua Body Floats, a business focused on designing upholstery for recreational activities. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs with features such as direct indexing and tax-overlay services, distinguishing itself through its municipal-advisor registration and affiliation with Fifth Third Bank.

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® professional with 32 years of industry experience, currently serving as a financial advisor at &PARTNERS since 2024. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing, accumulating over eight years of experience there. Weis is also president of Robert Weis Wealth Management Services, Ltd., an entity established to manage operational 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, utilizing a combination of fundamental, technical, and quantitative analysis through both proprietary and third-party 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.

Brent Griffin is a financial advisor at Concurrent Investment Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Edward Jones, Merrill Lynch, and JP Morgan Securities. Outside of financial advising, he owns The Soap Boxx Company, which holds a patent-pending household product, and serves as a board member for the Legacy Reentry Foundation. Concurrent Investment Advisors, LLC is a multi-team advisory firm that provides wealth and investment management, financial planning, and retirement plan services to individuals, families, trusts, and businesses. The firm emphasizes customized, long-term portfolios using ETFs, mutual funds, and other securities, supported by internal due diligence and a network of more than 280 advisors.

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.

Lucas Weis is a CFP® with nine years of industry experience, currently serving as a financial advisor at &Partners since 2024. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2016 to 2024. Weis holds the Series 66 designation and is based in Lake Forest, Illinois. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, ERISA consulting, and brokerage services, utilizing a combination of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies.

George Yost is a financial advisor at &PARTNERS with a Series 66 designation and four years of industry experience. His prior roles include positions at Merrill, BANK of AMERICA, N.A., Old National Bank, and LPL Financial. Yost served in the United States Marine Corps for two years. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services using a mix of fundamental, technical, and quantitative strategies, with both discretionary and non-discretionary account management.

James Hammack is a ChFC® credentialed financial advisor with nine years of industry experience, currently with William Blair since 2024. His prior roles include positions at InterOcean Capital Group, InterOcean Capital, Kestra Advisory, and NFP Corporate Services. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients, using an active, research-driven approach across multiple asset classes.

Dean Rattin is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with PNC Investments since 2009. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a discretionary digital offering available by invitation to employees. The firm’s investment strategies use approved models managed by PNC or third-party strategists, with implementation via mutual funds and ETFs and a risk-assessment approach driven by an algorithmic questionnaire.

Hayley Block is a financial advisor at Mercer Global Advisors Inc. with four years of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial, Wealth Enhancement Advisory Services, and Charles Schwab. She also serves as a consultant on industry trends for firms including Prosapient Ltd., AlphaSights Ltd., and Gerson Lehrman Group Inc. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management.

Anastasia Tashlitsky is a Series 66-licensed financial advisor at &PARTNERS with four years of industry experience. She has worked at &PARTNERS since 2024 and previously held positions at Wells Fargo Advisors, Merrill Lynch, and Wells Fargo Clearing. Outside of her advisory role, she is a landlord. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutions. The firm offers investment management and financial planning through a combination of proprietary and third-party strategies, with services delivered on both discretionary and non-discretionary bases.

Jennifer Tontillo is a financial advisor at TIAA-CREF with 18 years of industry experience. She holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, operating within a vertically integrated group that includes affiliated funds.

Iain Mckinney is a financial advisor at William Blair with 15 years of industry experience. He holds a Series 66 designation and has been with William Blair & Company since 2010. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm follows an active, research-driven approach across multiple asset classes and provides proprietary models, third-party sub-advisers, and access to private funds and co-investment opportunities.

Michael Jones is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His career includes roles at Ameritas Investment Company, LLC and GWM Advisors, LLC. Jones is also involved with Friese Financial Advocates, where he provides financial advisory services and assists with marketing. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of portfolio construction methods and program platforms, combining firm-developed and third-party models with a broad range of investment products.

Ethan Madura is a financial advisor at Janney Montgomery Scott with a Series 66 designation and four years of industry experience. Prior to joining Janney in 2026, he worked at Wells Fargo Clearing for five years. 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 municipal clients, offering brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Brittany Suttie is a Series 66-registered advisor with First Command Advisory Services and has three years of industry experience. She has been with First Command Brokerage Service Inc. since 2016. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, using a centralized Investment Management Team to design and manage portfolio models.

Ross Jannotta is a financial advisor at William Blair with 28 years of industry experience. He has been with William Blair & Company L.L.C. since 1997. He holds Series 63 and Series 65 credentials. 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 pursues active, research-driven management across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Joel Hochman is a CFP® with 42 years of industry experience and is currently with MAI Capital Management, LLC, where he has worked since 2021. He previously held roles at Hochman Cole Investment Advisors, Inc. and Cetera Financial Specialists LLC. Outside of his advisory work, he also engages in independent consulting through the Gerson Lehrman Group and receives referral commissions related to a prior health insurance business. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of portfolio strategies and integrates financial planning, tax, and bill-pay services, managing $72.3 billion in assets as of May 2026.