Harvey Kaluzna is a financial advisor at SPC with 35 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Kaluzna has been associated with Sigma Financial Corporation since 2006 and concurrently operates Kaluzna Financial and Evergreen Investment Advisors, LLC since 2004. Outside of his advisory roles, he is involved in the sale of various insurance products and group health plans through his firms. SPC serves a diverse clientele including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement services, employing a range of discretionary and nondiscretionary strategies supported by formal succession and compliance protocols.

Grace Lyons is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. Prior to joining Goldman Sachs & Co. LLC in 2024, she held roles at Butler University, including work with the Transformation Lab, and has experience at the Chicago Highlands Club. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm utilizes strategic allocation models, multiple implementation approaches, and proprietary research tools, leveraging its integration with the broader Goldman Sachs organization to offer access to specialized programs and alternative investments.

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.

Michael Leonetti is a CFP® professional with 32 years of industry experience, currently serving as an advisor at HighTower Advisors since 2017. He previously led Leonetti & Associates, LLC from 2008 to 2019. HighTower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment strategies.

Dominic Rosso is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 credential and seven years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019 and previously held roles at The Ayco Company, L.P./Mercer Allied, Marquette University Law School, and Hynes & Kuhn, S.C. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management supported by proprietary research, specialized programs, and access to alternative investments, leveraging the broader resources of the Goldman Sachs ecosystem.

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.

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.

Luka Lezhava is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and one year of industry experience. Prior to his current role, he worked at Bankers Life Securities and Bankers Life & Casualty. Outside of advising, he is active as an insurance agent assisting retirees with Medicare. Bankers Life Advisory Services, Inc. provides discretionary and non-discretionary investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis. The firm emphasizes individual client service and integrates investment advisory with affiliated broker-dealer and insurance operations.

Jennifer Merida is a financial advisor at Empower Advisory Group with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including 818 Capital Group, Money Concepts Capital Corp., ADP, and BMO Harris Financial Advisors. Outside of her advisory role, she is a 2% owner and performs back-office work for Kaidence Chiropractic & Wellness, a business owned by her husband. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and participant savings rates.

Kevin Jamali is a financial advisor at Farther with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Famdep Capital Management and Auctos Capital Management. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a combination of web and mobile platforms and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, using proprietary model portfolios with algorithmic rebalancing and a mix of ETFs, mutual funds, individual equities, and fixed income.

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.

James Brandt is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. His career includes long-term roles at Fortis Investors, Inc. and his own firm, Brandt Financial Concepts. Outside of his advisory work, Brandt volunteers as a FEMA-certified trainer for disaster preparedness and serves as president of a homeowners association and a trustee on the Palatine Fire Pension Board. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutional plans. The firm offers financial planning and portfolio management through multiple platforms, utilizing both firm- and third-party models that combine strategic asset allocation with ongoing manager due diligence.

Adriana Jovsic is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. She holds a Series 66 designation and has worked at Ayco Goldman Sachs since 2021. Prior to her current role, she was employed at Lake Forest College in various capacities from 2018 to 2022. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management, supported by specialized programs and access to alternative investments, leveraging a range of strategic, tactical, and operational tools within the broader Goldman Sachs ecosystem.

Michael Garrison is a CFP® and CFA® with eight years of experience in the financial services industry. He is currently with Focus Partners Wealth, LLC and previously worked at Kovitz Investment Group Partners, Strategic Wealth Partners, BMO Harris Bank NA, and Chicago Wealth Management, Inc. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a wide range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

Emily Sobut is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 17 years of industry experience. She has worked at Goldman Sachs since 2021 and previously spent 13 years at The AYCO Company, L.P./Mercer Allied. Outside of her advisory role, she serves as a brand ambassador for AM Golf Trips, a sports organization based in Chicago. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, offering tailored solutions such as executive wealth management, retirement plan education, and private family office support.

Chad Cook is a CFP® and ChFC® with 19 years of industry experience. He is currently with Allworth Financial, L.P. and its affiliated broker-dealer, AW Securities. His prior experience includes roles at TIAA, Principal Financial Services, COUNTRY Trust Bank, and Wealth Enhancement Group. Outside of advisory work, he serves as president of a small family rental business. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, including model allocations and specialized approaches, and employs technology to manage held-away employer retirement accounts.

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.

Ashley Seubert is a CFP® and holds a Series 65 license with 17 years of industry experience. She has worked at Focus Partners Wealth, LLC since 2026 and previously spent 10 years at Strategic Wealth Partners Group LLC and 7 years at Strategic Wealth Partners, LLC. She is also associated with Kovitz Investment Group Partners, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and investment 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.

Thomas Marx is a financial advisor at William Blair with 41 years of industry experience, including 31 years at William Blair & Company L.L.C. He holds Series 63 and Series 65 designations. William Blair’s Private Wealth Management division serves individuals, foundations, pension plans, and corporate clients through discretionary and non-discretionary investment management and financial planning. The firm utilizes an active, research-driven approach across multiple asset classes and offers proprietary models and access to private funds and co-investment opportunities.