Michael Courtney is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and maintains significant in-house research and market functions alongside large institutional-scale capabilities.

Kathryn Buchta is a financial advisor at &PARTNERS with one year of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. &PARTNERS serves a broad mix of individual and institutional clients, offering investment management, financial and tax planning, and ERISA 3(21) consulting. The firm uses a combination of fundamental, technical, and quantitative analysis, managing accounts through both in-house advisors and third-party managers.

Maxwell Bromley is a financial advisor at Mercer Global Advisors Inc. with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Morningstar Investment Services LLC, TD Ameritrade, PeopleFirst Bank, and Midwestern Securities Trading Co. LLC. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach featuring globally diversified, risk-appropriate portfolios with multi-factor tilts and utilizes a variety of implementation options such as ETFs, mutual funds, separate accounts, and direct indexing.

James Ronayne is a financial advisor at SPC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with SPC since 2010. Prior to SPC, he worked at Sigma Financial Corporation and Clybourn Financial Services. Outside of his advisory work, Ronayne serves as an athletic director at St. Francis de Sales School. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers and approximately $5.66 billion in assets under management. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary investment management options.

Farah Pradhan is a financial advisor with Eagle Strategies (NY Life) in Hoffman Estates, IL, holding Series 63 and Series 65 licenses and 21 years of industry experience. She has been affiliated with Eagle Strategies since 2011 and has been with New York Life and NYLIFE Securities since 2003 and 2004, respectively. Outside of her advisory role, she owns an insurance brokering business focused on non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, providing financial planning, investment management, and advisory services. The firm offers multiple program types tailored to client objectives and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Joshua Larson is a CFP® with eight years of industry experience currently with Corient. He has worked previously at Balasa Dinverno Foltz LLC and Sebold Capital Management. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Linda Wieczorek is a Series 66-licensed financial advisor with nine years of industry experience. She currently works at Mercer Global Advisors Inc. and has held positions at The Colony Group, Buckingham Strategic Wealth, and several other firms. Linda holds active life, health, and variable contracts insurance licenses. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a globally diversified investment approach grounded in Modern Portfolio Theory and utilizes a combination of low-cost funds, separate account managers, and private fund platforms.

Aldis Elezovic is a financial advisor at Fifth Third Securities, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities and The Huntington Investment Company. Fifth Third Securities serves a wide range of individual and institutional clients through investment advisory and brokerage services, offering multiple program types on the Passageway Managed Account platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides services including mutual fund and ETF models, SMA strategies, tax-overlay services, and direct indexing.

Melissa Streich is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 18 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 15 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and integrated strategies across affiliated teams, providing access to a wide range of tailored wealth management solutions.

Larry Goldberg is a financial advisor with Bankers Life Advisory Services, Inc. in Schaumburg, IL, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has worked at Bankers Life and affiliated entities since 2014 and currently manages a team of agents focused on insurance products for the senior market. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Dana De Lance is a CFP® professional with seven years of industry experience. He is currently with Mercer Global Advisors Inc. and has previously worked at Mariner Wealth Advisors, Kovitz Investment Group Partners, and JMG Financial Group. Mercer Global Advisors provides investment advisory and planning services to individuals, families, business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost index vehicles and multi-factor strategies, and offers a range of portfolio management and planning services.

Corina Bande Arias is a CFP® and ChFC® with 14 years of industry experience, currently serving as a financial advisor at CWM, LLC. She has held prior roles at Carson Wealth, Fifth Third Bank, Charles Schwab, U.S. Bancorp Investments, and BMO Harris Financial Advisors. Her background includes extensive experience across several major financial institutions. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios, combining fundamental and technical analysis with third-party sub-advisors and customized tools, with a significant focus on retirement plan and institutional services.

Robert Achille is a financial advisor with SPC who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He has worked at Sigma Planning Corporation and Sigma Financial Corporation since 2016 and has operated R. J. Achille & Company since 1975. He also provides accounting services through his CPA firm, R.J. Achille & Company, and is an independently licensed insurance agent. SPC offers investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a broad advisory network and delivers tailored investment advice, primarily through discretionary client accounts, with custody services provided through Fidelity/NFS.

Timothy Troutman is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He is president of Troutman and Associates, Inc., where he provides estate planning and elder care planning services. Troutman also serves as a secondary trustee for a family trust and manages real estate-related businesses through Parkside Holdings and Troutman Semler LLC. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients, offering financial planning, portfolio management, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform with multiple custodians and third-party managers, emphasizing largely non-discretionary asset management.

Robert Wayne is a financial advisor at SPC with 45 years of industry experience. He holds Series 63 and Series 65 designations and has been with Sigma Planning Corp. since 1998 and Sigma Financial Corporation since 1995. Outside of his advisory work, he serves as a commissioner for the Lake Forest Cemetery Commission. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisors. The firm offers portfolio management, financial planning, and ERISA-related retirement services, with an investment approach that emphasizes client suitability and offers both discretionary and nondiscretionary options.

Matthew Foltz is a CFP® and holds a Series 65 license with 10 years of industry experience. He is currently with Corient in Itasca, IL, where he has worked since 2022. His prior experience includes eight years at Balasa Dinverno Foltz LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that blends in-house strategies with third-party manager solutions and specialized offerings through affiliates.

Neil Cohen is a financial advisor with CWM, LLC and Carson Wealth, holding Series 63 and Series 65 licenses and accumulating 22 years of industry experience. He has been a partner at Grossman Cohen & Diamond Inc., a CPA accounting firm and registered investment adviser, since 1997, where he manages accounting, tax, and administrative responsibilities. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages discretionary accounts using model portfolios and combines fundamental and technical analysis with third-party sub-advisors, offering a variety of portfolio management and retirement-plan services.

Tarah Sikkenga is a ChFC® credentialed advisor with three years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. Her prior experience includes several years at Zurich North America. Wealth Enhancement Advisory Services provides financial planning and asset management for individuals, high-net-worth clients, corporations, and retirement plans, managing over $122 billion in assets through a large advisor network and a variety of program options that combine passive and active investment strategies overseen by an internal Investment Committee.

Carin Roman is a CFP® professional with 21 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2020. Prior to this, she worked for CCP, Inc. for 14 years. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios with multi-factor tilts and a variety of implementation options.

Juan Galaviz is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2015, including his current role since 2022, with a one-year tenure at U.S. Bancorp Investments in between. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal standards and oversight committees.