Richard Sugarman is a financial advisor at Goldman Sachs Wealth Services with 23 years of industry experience. He holds a Series 66 designation and previously worked at The AYCO Company, L.P./Mercer Allied for 15 years before joining Goldman Sachs in 2021. Outside of his advisory role, he serves as a part-time instructor at Northwestern University, teaching topics related to the Certified Financial Planner Certification. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individual and high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and affiliated teams to deliver tailored wealth management solutions through a combination of discretionary and non-discretionary managers.

Michael McKevitt is a CFP® with 17 years of industry experience, currently serving as an advisor at Private Advisor Group, LLC since 2015. He has also been associated with LPL Financial since 2008. McKevitt operates under the business name Purposeful Wealth, Inc. for providing investment advice through Private Advisor Group. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, offering services to individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and access to third-party asset management programs, with an investment approach that incorporates asset allocation, fundamental, technical and cyclical analysis, and various strategy time horizons.

Lorence Merritt is a financial advisor with Independent Financial Partners in Highland Park, IL, holding the ChFC® designation and Series 63 and 65 licenses. He has 45 years of industry experience, with prior roles at LPL Financial and Sheridan Road Advisors, and has led The Merritt Advisory Group since 2018. Outside of his advisory work, he serves as Co-Chair of Legacy Fundraising at Temple Beth Israel. Independent Financial Partners is a nationwide enterprise firm with over 260 advisors, providing investment advisory, financial planning, trust, and retirement-plan services. The firm supports a decentralized advisory model while offering formal retirement-plan consulting and trustee services, managing over $12.5 billion in assets as of December 2024.

Edward Bothfeld is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 23 years of industry experience. He has been with Commonwealth since 2013. In addition to his advisory role, he serves as an alderman on the Lake Forest City Council. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm provides a range of advisory programs and services, including discretionary model portfolios and customized investment solutions, while offering operational, technology, and compliance support to affiliated advisors.

Michael Tuber is a financial advisor at Focus Partners Wealth, LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JP Morgan Chase Bank, N.A., Strategic Wealth Partners, and Kovitz Investment Group Partners. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

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.

Gregory Neer Jr. is a financial advisor at NorthCoast Asset Management LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Relative Value Partners Group, LLC and Kovitz Investment Group Partners, LLC. Gregory joined Focus Partners Wealth, LLC in 2026. NorthCoast Asset Management provides investment advisory services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach with proprietary models and manages most client relationships on a discretionary basis.

Thomas Enright is a CFP® and holds a Series 66 license with 14 years of industry experience. He has worked at Creative Planning, LLC since 2023 and previously spent 12 years at Mesirow Financial, Inc. in Northbrook, IL. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various specialized portfolio management techniques.

Barry Finkelstein is a financial advisor with Eagle Strategies (NY Life) in Deerfield, IL, holding CFP® and ChFC® designations and over 44 years of industry experience. He has been with Eagle Strategies, New York Life Insurance Company, and Nylife Securities LLC since 2010. Finkelstein serves on a professional advisory committee for the Jewish United Fund, a Chicago-based organization of attorneys, CPAs, and financial advisors. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutional investors, and plan sponsors. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Lauren Holwell is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 19 years of industry experience. She has been with Oppenheimer & Co. Inc. since 2012. Outside of her advisory role, she volunteers with the Lake Forest Chamber of Commerce. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, and charitable organizations through a network of over 400 independent advisors. The firm offers a variety of portfolio management options and develops investment strategies under firm supervision, acting as a fiduciary when agreements are in place.

Andrew Mclean is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2019, following prior roles at The Ayco Company, L.P./Mercer Allied and CMT Asset Management. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios while providing tailored solutions such as Executive Wealth and Private Family Office support.

Jeremy Knobel is a CFP® and ChFC® professional with 25 years of experience in the financial industry. He is associated with Guardian Life and Park Avenue Securities, where he has worked since 2011. Knobel operates JSK Financial Services LLC, providing group employee benefits and individual insurance, and serves as co-trustee of the Seth Knobel Revocable Trust. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charities, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and a combination of proprietary and third-party investment advisory programs.

Mikela Ryan is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Deerfield, IL, and has two years of industry experience. Her background includes roles at Goldman Sachs since 2023, as well as experience with JT Fitness MKE LLC, The Lowlands Restaurant Group, and Marquette University’s Office of Risk Management and Law School. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individuals, executives, plan sponsors, and institutional clients, offering tailored investment strategies supported by the firm’s extensive research and operational capabilities across the Goldman Sachs network.

Mariam Blanco Paz is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and less than one year of industry experience. Her prior roles include positions at Satori Energy, Bundlar, CME Group, and multiple engagements at Lake Forest College. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients, leveraging centralized investment resources and integrated financial group capabilities.

Olivia Postweiler is a Series 66–licensed advisor with Goldman Sachs Wealth Services, where she has worked since 2019. She has four years of industry experience and has held roles at firms including Ostrow Reisin Berk & Abrams and Baker Tilly. Outside of finance, her background includes positions in hospitality and community organizations. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, 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.

Jeffrey Graff is a financial advisor with Eagle Strategies (NY Life) based in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Graff Financial Group since 2015 and Oakwell Financial Partners from 2017 to 2019. Outside of his advisory work, he volunteers as a youth football coach in Orland Park. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advisory solutions through various program types, with a significant portion of assets managed on a non-discretionary basis.

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.

Eric Freckman is a CFP®-certified financial advisor with 25 years of industry experience. He has been with Private Advisor Group, LLC since 2015, following a 22-year tenure at LPL Financial, LLC. Outside of his advisory role, Mr. Freckman is also a notary public. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

George Costakis is a financial advisor with Eagle Strategies (NY Life) in Deerfield, IL, holding the ChFC® designation and Series 63 license. He has 50 years of industry experience, including over two decades with Eagle Strategies and long tenures at Nylife Securities LLC and New York Life Insurance Company. Outside of his advisory role, he is involved in insurance brokering across multiple product lines and is a shareholder in NYLARC Holding Company, Inc. Eagle Strategies serves a diverse client base including individuals and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through various program types, primarily managing assets on a non-discretionary basis and operating within an integrated New York Life affiliate structure.