James Schmidt is a financial advisor at Cornerstone Wealth Management, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cornerstone since 2014, following a long tenure at LPL Financial dating back to 1995. Outside of his advisory work, he sells a baseball card collection on eBay. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs advisor-led discretionary management and various LPL-sponsored programs, combining fundamental, quantitative, and qualitative analysis to tailor investment advice to client goals.

Andrew Lewis is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with three years of industry experience. He holds the Series 66 designation and previously worked at Dry Dock for nine years. In addition to his advisory role, he is involved in fixed insurance activities. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, with a notable emphasis on non-discretionary assets, and utilizes a variety of investment vehicles including mutual funds, ETFs, equities, fixed income, and options.

Robert Bieniek is a financial advisor with World Equity Group, Inc., holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He has worked with World Equity Group since 2005 and has also been associated with Individual Financial Practitioners, Inc. since 1983, where he is involved in the sale of individual life and long-term care insurance. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm offers managed portfolios through its wrap-fee program, combining discretionary portfolio management with financial planning and access to third-party money managers.

Kyle Janas is a financial advisor at CreativeOne Wealth, LLC with one year of industry experience. He holds a Series 65 designation and also operates the Law Offices of Craig A Janas, where he is involved in estate planning and life insurance sales. His work history includes roles at Safe Money Concepts, INC and Family Defined Benefits. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based models, third-party managers, and option strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

Cecil Means is a financial advisor at Interactive Financial Advisors with a Series 65 credential and one year of industry experience. His prior work experience includes roles at Charles Schwab and Alight Solutions. Interactive Financial Advisors provides financial planning and discretionary portfolio management to individuals, retirement plans, and institutional clients. The firm employs fundamental analysis and Modern Portfolio Theory to construct diversified ETF and mutual fund model portfolios, supported by a multi-advisor network and proprietary tools such as the CARES process.

Cray Coppins III is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP since 2024. He previously worked for 12 years at Stonepath Wealth Management, LLC. Mission Wealth Management is a multi-team, SEC-registered advisory firm that provides wealth management, financial planning, and portfolio management primarily for affluent individuals and families, as well as entities such as pension plans and endowments. The firm emphasizes customized, long-term investment strategies across a broad range of asset classes and offers a variety of service models tailored to client needs.

Andrew Krei is a CFA® charterholder with 10 years of industry experience. He has been with Crescent Grove Advisors since 2015. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients with integrated wealth management, family office services, outsourced chief investment officer solutions, and portfolio advisory. The firm manages approximately $5 billion in client assets using a customized investment policy framework that combines strategic and tactical asset allocation, supported by an investment committee overseeing manager due diligence and monitoring.

Gary Gawryleski is a financial advisor at Crescent Grove Advisors with 15 years of industry experience. He has been with Crescent Grove Advisors since 2015 and holds the Series 63 designation. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients, providing integrated wealth management, family office services, and outsourced chief investment officer solutions. The firm’s investment approach combines customized policy statements with strategic and tactical asset allocation, supported by an investment committee that oversees manager due diligence and monitoring.

Samuel Sadkhin is a financial advisor at Alera Investment Advisors, LLC with a Series 66 designation and one year of industry experience. He has previously worked at firms including Osaic Wealth, Hard Hat Hub, and PreScouter. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, institutions, and employer-sponsored retirement plans. The firm employs a primarily long-term, fundamental-analysis approach and integrates its services with insurance and pension-consulting platforms.

Julissa Martinez is a financial advisor at Alera Investment Advisors, LLC with one year of industry experience. She holds a Series 66 designation and has worked at firms including Fisher Investments and Triad Advisors. Martinez is also an administrative professional for Alera Group. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, families, trusts, businesses, institutions, and retirement plans. The firm offers discretionary portfolio management and ERISA-focused plan services, utilizing a mix of internal management, affiliate platforms, and independent managers with a long-term investment orientation.

David Rog is a financial advisor at Goldman Sachs Wealth Services with 12 years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs since 2021, following an 11-year tenure at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporations, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Austin Martineau is a Series 65-credentialed financial advisor at Focus Partners Wealth, LLC with two years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, LLC, Strategic Wealth Partners, LLC, and Kams LLC, as well as seven years managing Ultimate Carwash and Detail Center. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach with enhanced open architecture, offering a broad range of investment options and integrated wealth services.

Glenn Movish is a CFP® with 40 years of industry experience currently affiliated with MAI Capital Management, LLC. His prior work includes 17 years at Lasalle St. Securities, L.L.C. and over three decades at Asset Management Group LTD. He also has involvement in fixed insurance activities outside his advisory role. MAI Capital Management, LLC 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 investors. The firm offers customized portfolio management across various strategies and integrates financial planning, tax, and bill-pay services into many client relationships.

Luis Trujillo is a financial advisor at Mesirow Financial Investment Management, Inc. with three years of industry experience. He previously worked at JPMorgan Securities LLC and Union Bank & Trust Co. from 2019 to 2023. Mesirow Financial Investment Management provides discretionary and non-discretionary investment management and financial planning services to private individuals, pension and profit-sharing plans, government entities, charitable organizations, and institutional clients. The firm utilizes a combination of proprietary private investments and third-party managers, applying both quantitative and qualitative due diligence in portfolio construction.

Joel Hirsh is a financial advisor at Focus Partners Wealth, LLC with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Kovitz Investment Group Partners, LLC and Kovitz Securities, LLC prior to joining Focus Partners Wealth. Focus Partners Wealth provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm’s investment approach focuses on long-term, tax- and fee-sensitive strategies within an enhanced open architecture framework combining active and passive investments.

Michael Bemoras is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at Airbrij Technology, Inc., Veriown Global, Inc., Hireology, and Veriown Americas, LLC. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual, executive, corporate, and institutional clients. The firm uses tailored allocation models and combines proprietary research with a broad range of services, leveraging capabilities across the Goldman Sachs network.

Jennifer Rosenblum is a financial advisor with Mesirow Financial Investment Management, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Mesirow Financial since 1997. Mesirow Financial Investment Management, Inc.’s Wealth Management division serves private individuals, pension plans, government entities, charitable organizations, and institutional clients. The firm provides discretionary and non-discretionary investment management and financial planning, employing a process that includes setting asset allocation targets, conducting due diligence across various investment types, and offering access to both third-party managers and proprietary private investment products.

Thomas Zimmerman is a Series 66-registered financial advisor with two years of industry experience. He has worked at Goldman Sachs Wealth Services since 2024, with prior roles at William Blair and Private Vista LLC. Outside of finance, he was employed at Hinsdale Golf Club from 2016 to 2022. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm uses strategic allocation models and manager selections to tailor portfolios and offers a range of services such as Private Family Office programs, Financial Wellness, and access to Alternative Investments.

Keletso Zondo is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience and holds the Series 66 designation. Prior to joining Goldman Sachs & Co. LLC in 2021, Zondo worked at Goldman Sachs Ayco Personal Financial Management and Ayco, a Goldman Sachs company. Their background also includes roles at Lake Forest College and Waterford Kamhlabe UWCSA. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management tailored to client objectives, leveraging strategic allocation models, external manager selections, and a range of implementation options within the broader Goldman Sachs ecosystem.

Marjory Blackmer is a financial advisor at Principal Financial Services with 23 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Global Retirement Partners, LPL Financial, Kestra Financial Services, and Strategic Retirement Partners. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed outside the United States. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.