Thomas Buhrmann is a financial advisor at Focus Partners Wealth, LLC with 13 years of industry experience. He holds a Series 65 designation and previously worked at Kovitz Investment Group Partners, LLC and Strategic Wealth Partners Group LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a broad 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, third-party managers, and private funds within an enhanced open architecture framework.

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. He is currently with William Blair and has previously worked 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, employing an active, research-driven approach across various asset classes and providing access to proprietary models and private investment opportunities.

Cole Pedro is a Series 66 licensed financial advisor with six years of industry experience. He is currently with Goldman Sachs Wealth Services, where he has worked since 2019, previously holding roles at The Ayco Company and Mercer Allied. Goldman Sachs Wealth Services provides comprehensive financial planning and portfolio management to a diverse client base, including individual, corporate, executive, and institutional clients. The firm offers tailored investment strategies supported by proprietary research, and integrates resources across the broader Goldman Sachs network to deliver specialized wealth and advisory services.

Maxwell Thompson is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds a Series 66 designation and has previously worked at Performance Wealth Partners and Brad Scott - State Farm Agency. Outside of advising, he has been involved in entrepreneurial ventures including a moving company and a yogurt business. Goldman Sachs Wealth Services advises a broad client base ranging from individual investors to institutional clients, providing financial planning and portfolio management. The firm offers tailored plans using strategic allocation models and proprietary research, with integrated access to the wider Goldman Sachs ecosystem and a variety of specialized programs.

Mariam Sargsyan is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC and EY Armenia. Her background includes academic roles at the University of Florida and Nebrija University. Goldman Sachs Wealth Services supports a diverse client base, including individual investors, corporate participants, executives, and institutional clients, by providing financial planning, portfolio management, and specialized programs such as Private Family Office services and Executive Wealth management. The firm uses strategic allocation models and proprietary analytics within the broader Goldman Sachs ecosystem to tailor solutions aligned with client objectives.

Allison Swanson is a financial advisor at Creative Planning with one year of industry experience. She holds the ChFC® and Series 63 designations. Prior to joining Creative Planning, she worked at Sageview Advisory Group and Cetera Wealth Services, LLC. Outside of financial advising, she provides private softball pitching lessons through her business, Coach A Softball Stars. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led approach that integrates low-cost indexing, tax-loss harvesting, and selective private market exposure.

Jason Petitte is a CFA® charterholder with 23 years of industry experience. He is currently with Focus Partners Wealth, LLC and has a long tenure at Kovitz Investment Group Partners, LLC and Kovitz Securities, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Clint Fyffe is a CFP® with 15 years of industry experience, currently serving at Mesirow Financial Investment Management, Inc. since 2007. He holds a Series 63 designation and is based in Highland Park, IL. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to private individuals, institutional clients, and government entities. The firm employs a comprehensive investment process that includes setting asset allocation targets, due diligence on various asset classes, and access to proprietary private investments and third-party managers.

Alan Abramson is a financial advisor with Mesirow Financial Investment Management, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience, including 31 years at Mesirow Financial. Mesirow Financial Investment Management’s Wealth Management division offers discretionary and non-discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, government entities, charitable organizations, and institutional clients. The firm utilizes both third-party managers and proprietary private investment products, employing a disciplined investment process that includes setting asset allocation targets and performing due diligence across a diverse set of asset classes.

Adam Ritter is a financial advisor at NewEdge Advisors with 17 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Outside of his advisory role, he is involved with Cubit Wealth Management as a private wealth advisor and also provides consulting services in wealth planning. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of portfolio management, financial planning, retirement consulting, and access to advisory programs through multiple platform structures, combining in-house and third-party solutions with an emphasis on centralized due diligence and technology integration.

Daniel Lockwood is a CFP® certified financial advisor with 26 years of industry experience. He currently works at Steward Partners Investment Advisory, LLC and has previously been employed by Raymond James & Associates, Inc. and Waddell & Reed, Inc. Outside of his advisory role, he serves as a board member for the Foundation for Heating and Speech Resources, a nonprofit organization in Chicago. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning solutions.

Natalie Williams is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has previously worked at Nordstrom and served in various roles at educational institutions, including Lake Forest College, Villanova University, and Woodlands Academy of the Sacred Heart. 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 employs strategic and tactical allocation models and offers a range of services such as Private Family Office programs, Specialized Executive Wealth programs, and access to Alternative Investments.

Erica Berning is a financial advisor with Eagle Strategies (NY Life) in Deerfield, IL, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has been with Eagle Strategies since 2012 and maintains concurrent roles with Nylife Securities LLC and New York Life Insurance Co. Berning serves on the boards of the Cadence Cares Foundation and Beat The Streets Chicago, both nonprofit organizations focused on community programs. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Shelton Mudzingwa is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, he worked at Palisades Growth Capital and has a background that includes four years at Lake Forest College as both a student and, more recently, as an assistant rugby coach. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm leverages centralized investment resources and offers tailored services through both discretionary and non-discretionary managers within a large integrated financial group.

Jack Newman is a financial advisor at Focus Partners Wealth, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Kovitz Investment Group Partners, Newman & Schimel, Llc, and Mesirow Financial. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Virginia Morrow is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 credential and has previously worked at PwC and UCLA in addition to her current role. 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 supported by strategic allocation models and manager selections, with access to specialized services and alternative investments.

Sarah Lall is a financial advisor at Fifth Third Securities, Inc. with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fifth Third Securities since 2014. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options, including direct indexing and tax-overlay services, and operates as a wholly owned subsidiary of Fifth Third Bank.

David Budzisz is a financial advisor with Focus Partners Wealth, LLC in Deerfield, IL, holding a Series 65 designation and one year of industry experience. He has worked previously at Kovitz Investment Group Partners, LLC and Strategic Wealth Partners. His background also includes roles at Carthage College and involvement with the Carthage College Athletic Department. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Johnathan Worrells is a financial advisor with Eagle Strategies (NY Life) in Deerfield, IL, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with Eagle Strategies since 2016 and has been affiliated with New York Life and its related entities since 2012. Outside of his advisory role, he works part-time in the hospitality industry as a banquet server and bartender. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions and primarily manages assets on a non-discretionary basis through an integrated structure linked to New York Life.