Griffin Egan is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds the Series 66 designation and previously worked at the Royal Bank of Canada and Ayco Goldman Sachs. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, and institutional clients, offering financial planning, portfolio management, and specialized programs. The firm integrates resources across the Goldman Sachs ecosystem to tailor strategies and provide access to a wide range of investment solutions.

Tyrone Ball is a financial advisor with Commonwealth Financial Network based in Barrington, IL, holding a Series 66 designation and 12 years of industry experience. His prior work includes eight years at Edward D. Jones & Co. L.P. and four years at Best Energy LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, technology, and operational support while offering a variety of investment solutions, including discretionary model portfolios and customized program structures.

John Cimaroli is a financial advisor at William Blair with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has been with William Blair since 2013. Prior to that, he worked at T. Rowe Price beginning in 2003. 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 management approach across various investment strategies and provides proprietary models and access to private funds and co-investment opportunities.

Robert Samson is a financial advisor at &Partners with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Stratos Wealth Partners, LPL Financial, Wells Fargo Clearing, and Prudential Equity Group. In addition to his advisory role, he serves as a FINRA arbitrator. &Partners serves a diverse clientele ranging from high-net-worth individuals to institutional clients such as retirement plans and charitable organizations. The firm offers investment management and financial planning services through a combination of proprietary and third-party strategies, operating under a dual registration as both a registered investment adviser and broker-dealer.

Michelle Froeschle is a financial advisor at William Blair with a Series 66 designation and four years of industry experience. She has worked at William Blair since 2022 and previously spent ten years at PNC Private Bank. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension funds, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides proprietary models, third-party sub-advisers, and access to private funds through its MB Investments Program.

William Robbins II is a financial advisor with Mesirow Financial Investment Management, Inc., holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Mesirow Financial since 1998 and also has a long-standing affiliation with the University of Iowa beginning in 1993. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to a range of clients including private individuals, pension and profit-sharing plans, government entities, charitable organizations, and institutional clients. The firm employs a disciplined process involving Investment Policy Statements, asset allocation targets, and due diligence across various asset classes, and offers access to proprietary private investment products and third-party managers.

Lee Gordon is a financial advisor at Mesirow Financial Investment Management, Inc. with 39 years of industry experience. He has been with Mesirow Financial since 1992 and holds Series 63 and Series 65 designations. Mesirow Financial Investment Management’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including individuals, pension plans, government entities, and charitable organizations. The firm utilizes both third-party managers and proprietary private investment products, employing quantitative and qualitative due diligence across various asset classes and may engage sub-advisors for specialized strategies.

Matthew Sears is a financial advisor with Goldman Sachs Wealth Services in Deerfield, IL, holding a Series 66 designation and 19 years of industry experience. He has been with Goldman Sachs since 2021, following 13 years at The Ayco Company, L.P./Mercer Allied, and one year at Ameriprise. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients, including individual investors, corporate participants, executives, and institutional clients. The firm utilizes strategic and tactical allocation models alongside various account platforms and integrates capabilities from across Goldman Sachs affiliates to support tailored client solutions.

Casey Vaughan is a financial advisor at Goldman Sachs Wealth Services with 18 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 14 years at The Ayco Company, LP/Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm employs strategic allocation models and advanced analytics, drawing on resources across the broader Goldman Sachs ecosystem.

Mariusz Niedbalec is a financial advisor at William Blair with 26 years of industry experience. He holds the Series 66 designation and has been with William Blair & Company since 2005. 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, providing proprietary models and access to private funds and co-investment opportunities.

Juncheng Yang is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs and 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 individual, high-net-worth, corporate, and institutional clients. The firm leverages centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

David Engle is a financial advisor with Mesirow Financial Investment Management, Inc., holding a Series 66 designation and 24 years of industry experience. He has been with Mesirow Financial since 2004 and previously worked at LaSalle Financial Services from 2002 to 2004. Engle serves as a board member of the University of Illinois College of Business Alumni Association. Mesirow Financial Investment Management’s Wealth Management division provides investment management and financial planning services to a diverse client base including private individuals, pension plans, government entities, and charitable organizations. The firm employs both proprietary and third-party investment strategies, managing a range of assets from mutual funds to alternative investments.

Brent Griffin is a financial advisor at Concurrent Investment Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Edward Jones, Merrill Lynch, and JP Morgan Securities. Outside of financial advising, he owns The Soap Boxx Company, which holds a patent-pending household product, and serves as a board member for the Legacy Reentry Foundation. Concurrent Investment Advisors, LLC is a multi-team advisory firm that provides wealth and investment management, financial planning, and retirement plan services to individuals, families, trusts, and businesses. The firm emphasizes customized, long-term portfolios using ETFs, mutual funds, and other securities, supported by internal due diligence and a network of more than 280 advisors.

Susan Winklebleck is a financial advisor with TIAA-CREF in Palatine, IL, holding a Series 66 designation and 14 years of industry experience. She has been with TIAA-CREF and TIAA since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm provides separate broker-dealer services, acts as adviser to a donor-advised fund, and employs a fiduciary standard within its RIA services.

London Brown is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 designation and has one year of industry experience. Prior to joining Goldman Sachs, Brown held various roles including positions at Cornell University and Schneider National. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized programs such as Private Family Office and Executive Wealth services. The firm integrates a range of proprietary and third-party analytics, including AI, to tailor investment strategies and provides access to affiliated Goldman Sachs capabilities across banking, asset management, and brokerage.

Addam Piazza is a financial advisor at Goldman Sachs Wealth Services with 19 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following a 15-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 high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Steven Mesirow 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. He has been with Mesirow Investment Services Inc. since 1992 and Mesirow Financial, Inc. since 1991. Outside of his advisory role, he is a Senior Managing Director at Knowbituary, a software subscription startup. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning for a range of clients including individuals, pension plans, government entities, and institutional clients. The firm employs both proprietary private investment products and third-party managers and conducts quantitative and qualitative due diligence to construct portfolios aligned with client investment policies.

Taylor Hernet is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and four years of industry experience. Prior to joining Goldman Sachs Ayco in 2022, he worked at Advantage xPO and has a background that includes five years at Medieval Times Dinner & Tournament. 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 leverages centralized investment resources and affiliated teams to offer tailored wealth management solutions and operates within a large integrated financial group with a wide range of services and programs.

Joel Fliegel is a financial advisor at Wealth Enhancement Advisory Services, LLC with 26 years of industry experience. He holds the CFP® designation and has worked at firms including Goldman Sachs Wealth Services and CLA Financial Advisors, which was acquired by Wealth Enhancement. Outside of his advisory work, Fliegel serves as a Level 1 USA Hockey Official, officiating youth hockey games in the Chicago area, and provides pro bono counseling for families of cancer patients. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active management with quantitative, momentum, and fundamental analysis.

Ernest Macvicar III is a financial advisor at Focus Partners Wealth, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses. His work history includes positions at Kovitz Investment Group Partners, Relative Value Partners, and Credit Suisse Securities (USA) LLC. He serves as a member of the Investment Committee at Kenilworth Union Church, where he reviews and recommends asset allocation for the endowment fund. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.