Julissa Martinez is a financial advisor with Alera Investment Advisors, LLC, holding a Series 66 designation and two years of industry experience. She has worked with multiple firms, including Fisher Investments and Triad Advisors, and is currently affiliated with Alera Group and OSAIC. Martinez is also involved in administrative client service roles within Alera Group. 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-driven investment approach and integrates advisory services with insurance and pension consulting platforms.

Michael Niewiadomski is a CFP® and Series 66-registered advisor with three years of industry experience. He is currently with Dynamic and has prior experience at Lincoln Financial Advisors, as well as roles outside the financial industry. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and unaffiliated registered investment advisers. The firm emphasizes a long-term, client-specific portfolio construction process and offers portfolio management, financial planning, retirement plan services, and sub-advisory support, with particular focus on supporting other advisers through integrated technology and outsourced services.

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-licensed financial advisor at Focus Partners Wealth, LLC with two years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, Strategic Wealth Partners, and Kams LLC. Outside of advisory work, he previously managed Ultimate Carwash and Detail Center. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Glenn Movish is a CFP® professional with 41 years of industry experience, currently serving at MAI Capital Management, LLC. His prior work experience includes roles at Lasalle St. Securities, L.L.C. and Asset Management Group LTD. He is also involved in fixed insurance activities outside of his advisory role. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, trusts, and institutional clients. The firm employs a range of investment strategies and offers integrated financial planning and administration services, managing over $72 billion in assets.

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 with Focus Partners Wealth, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Kovitz Investment Group Partners, LLC for 10 years and Kovitz Securities, LLC for 14 years prior to joining Focus Partners Wealth. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

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.

Sarah Hayes is a financial advisor at William Blair with a Series 66 designation and three years of industry experience. She has worked at William Blair since 2021 and also has prior experience in educational roles at Texas Christian University and New Trier High School. 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 and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Edward Gray III is a CFP® and Series 66-registered advisor with 15 years of industry experience. He is currently with The Colony Group, LLC and Buckingham Asset Management, LLC, having previously worked at Financial Solutions Advisory Group, Inc. and Morgan Stanley. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, employee benefit consulting, and access to private and registered pooled investment vehicles. The firm employs an investment approach that blends active and passive strategies within an enhanced open architecture framework, incorporating fundamental and quantitative analysis alongside alternative tools such as trend-following and options overlay strategies.

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.

John Pestikas is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with PNC investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account accessible to employees with existing PNC Bank online credentials. Their approach uses approved strategies executed via mutual funds and ETFs, relying on algorithmic risk assessments and delegating portfolio management and proxy voting to third parties.

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.

Heather Cortez is a financial advisor at &PARTNERS with eight years of industry experience. She holds the Series 66 designation and has worked previously at Old National Bank, LPL Financial, First Midwest Bank, and Chase Bank. &PARTNERS serves a wide range of clients, including individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and consulting services, employing a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary portfolios.

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.

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®-designated financial advisor with 18 years of industry experience. He has worked at Private Advisor Group, LLC since 2015 and previously spent eight years with LPL Financial. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary advisory model and offers a range of managed account solutions, including its proprietary WealthSuite platform and third-party strategies.

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 46 years of industry experience and has worked at firms including LPL Financial and Sheridan Road Advisors. Outside of his advisory work, he serves as Co-Chair of Legacy Fundraising at Temple Beth Israel. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting.

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.