Magdalena Woroniecki is a CFP® with 22 years of industry experience, currently affiliated with The Huntington Investment Company. Her prior roles include positions at Ameriprise Financial Services, Sikich Capital Management, and Farmers Financial Solutions. She serves as a board member of the DuPage County Estate Planning Council, a professional organization focused on estate planning education and networking. The Huntington Investment Company provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm employs an open-architecture investment model that combines third-party and proprietary strategies, offering various wrap-fee programs through the Envestnet MAS platform.

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.

Brian Sutherland is a financial advisor with AE Wealth Management, LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Oxbow Financial, TSFG, LPL Financial, and Perdoceo Education Corporation. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach with model portfolios, discretionary asset management, financial planning, and plan services, supported by an internal Investment Consulting Group and various licensing and sub-advisory programs.

John Sias is a financial advisor with NewEdge Advisors, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. His prior roles include positions at LPL Financial and Edward Jones. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, institutions, and charitable organizations through a network of independent advisers. The firm provides a range of portfolio management, financial planning, and consulting services, utilizing diverse program structures that incorporate both in-house and third-party strategies, supported by centralized due diligence and technology tools.

Gerald Gilbertson is a CFP® with 38 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2010. He holds Series 63 and Series 65 licenses and is based in Mount Prospect, IL. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

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.

Connor Simios is a CFP® and Series 65-licensed advisor with Wealth Enhancement Advisory Services, LLC. He has six years of industry experience, including prior roles at Vermillion Financial Advisors and Willow Creek Community Church. He joined Wealth Enhancement Advisory Services in 2025. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting through a network of advisors, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

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.

Donald Cafero Sr. is a ChFC® credentialed financial advisor with 42 years of industry experience, currently affiliated with TLG Advisors, Inc. He has worked at several firms including The Leaders Group Inc and Highland Capital Brokerage. Outside of his advisory role, he is involved in insurance brokerage through The Cafero Group and works as a point of sale and wholesale specialist with FSG. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services such as portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services. Their investment approach combines fundamental analysis and Modern Portfolio Theory, with a direct-to-consumer program called Starlight Portfolios that tailors portfolios based on client risk profiles.

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.

Brian Marshall is a financial advisor at William Blair with 31 years of industry experience. He has been with William Blair & Company L.L.C. since 1994. He holds the Series 63 and Series 65 designations. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm utilizes an active, research-driven approach across equities, fixed income, and alternative strategies, offering proprietary models and access to private funds through its MB Investments Program.

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.

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 ChFC® credentialed financial advisor with Eagle Strategies (NY Life), based in Deerfield, IL, with 49 years of industry experience. He has been with Eagle Strategies since 2003 and maintains long-standing affiliations with Nylife Securities LLC and New York Life Insurance Company dating back to the 1980s and 1970s, respectively. Outside of his advisory role, he is a shareholder in an entity reinsuring life insurance policies issued by New York Life. Eagle Strategies serves a diverse client base including individuals and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions through various program types and manages a significant portion of assets on a non-discretionary basis while operating within the broader New York Life affiliate framework.

Candace Vondra is a CFA® charterholder with 23 years of industry experience, currently serving at William Blair since 2006. She holds the Series 63 designation and is based in Des Plaines, IL. William Blair’s Private Wealth Management division provides 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 offers proprietary models, third-party sub-advisers, and access to private funds and co-investment opportunities.

Shane Ellis is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and has previous experience at Arthur J. Gallagher & Co. and the University of Illinois Urbana-Champaign. Goldman Sachs Wealth Services advises a diverse client base that includes individual investors, corporate and employer-sponsored participants, executives, and institutional clients. The firm offers financial planning and portfolio management through tailored strategies, leveraging its integration with Goldman Sachs affiliates to provide a broad range of investment and specialized wealth services.

Alec Mc Eachern is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs since 2022. Outside of his advisory role, he has been involved with the Tom Jones Challenger League since 2018. 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, leveraging centralized investment resources and a broad range of tailored offerings.

Karen Mothkovich is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and five years of industry experience. She previously worked at The Ayco Company, L.P. for fourteen years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services provides 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 offers tailored solutions such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with cross-affiliate capabilities.