Mark Lockyer is a financial advisor with PNC Wealth Management, holding CFP® certification and multiple securities licenses, with 14 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and operating his own firm, Lockyer Investments LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven risk assessment to implement investments via approved model strategies.

Benjamin Oxley is a financial advisor at William Blair with a Series 66 designation and three years of industry experience. His career includes roles at William Blair since 2018 and prior positions at Colliers International, Aon Risk Solutions, Duke Realty, and Northwestern University. William Blair’s Private Wealth Management division offers discretionary and non-discretionary 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 provides clients with access to proprietary models, third-party sub-managers, and private investment opportunities.

Amber Sutton is a financial advisor at Fifth Third Securities, Inc. with 14 years of industry experience. She holds Series 63 and Series 65 registrations and has worked at Fifth Third Securities and Fifth Third Bank since 2018. Prior to that, she was with NYLIFE Securities LLC and New York Life Insurance Company from 2014 to 2018. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs through its Passageway platform, combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, and is noted for its municipal-advisor registration and affiliation with Fifth Third Bank.

Deborah Feldman is a CFP® professional with 28 years of industry experience. She has worked at Hightower Advisors since 2017 and previously spent 11 years at Leonetti & Associates, LLC. Feldman is based in Buffalo Grove, IL. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory model emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

Brandon Karam is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2024. Prior to his current role, he has experience with the New York Racing Association and has a background that includes several years related to Syracuse University and Saratoga Central Catholic. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, with advisory teams tailoring strategies using proprietary research, tax-aware techniques, and a range of service platforms integrated within the broader Goldman Sachs ecosystem.

David Israel is a financial advisor at Mesirow Financial Investment Management, Inc. with 26 years of industry experience. He has been with Mesirow Financial since 1999 and holds the Series 63 and Series 65 designations. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to private individuals, pension and profit-sharing plans, government entities, charitable organizations, and other institutional clients. The firm employs both third-party managers and proprietary private investment products and applies quantitative and qualitative due diligence across various asset classes, including mutual funds, equities, fixed income, ETFs, and alternative investments.

Ryan Fuell is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses. His prior work experience includes roles at Fifth Third Bank, Home Depot, the University of Iowa, and Joanie's Pizzeria of Long Grove. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individual, charitable, corporate, and institutional clients. The firm combines multiple managed-account options with unique features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Daniel Kaspari Jr. is a financial advisor at Mesirow Financial Investment Management, Inc. with 26 years of industry experience. He has been with Mesirow Financial since 2006 and holds Series 63 and Series 65 designations. Mesirow Financial Investment Management, Inc. provides discretionary and non-discretionary investment management and financial planning to a diverse client base, including individuals, pension plans, government entities, and charitable organizations. The firm employs a comprehensive investment process involving asset allocation, due diligence across various securities, and access to proprietary private investment products and third-party managers.

Charles Fry 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 in 2025, he held positions in various industries including automotive and insurance, and has experience in the restaurant sector. He attended Miami University in Oxford from 2018 to 2022. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with a diverse set of affiliated entities and programs.

David Tucker is a financial advisor at William Blair with 11 years of industry experience. He holds a Series 66 designation and has worked at William Blair since 2023, following six years at Hightower Advisors and prior roles at Morgan Stanley. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm uses an active, research-driven approach across equities, fixed income, and alternatives, providing proprietary models and access to private funds and co-investment opportunities.

Brian Callahan is a financial advisor at Focus Partners Wealth, LLC, holding a Series 65 designation with 14 years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, LLC and Relative Value Partners Group, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using an enhanced open architecture framework that integrates active and passive strategies, third-party managers, and private funds.

Douglas Crimmins is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kovitz Investment Group Partners, LLC and Relative Value Partners Group, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates both active and passive strategies, third-party managers, and private funds through an enhanced open architecture framework.

Helio Rapetti is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds Series 65 and Series 63 licenses and has prior work experience at Advantage xPO, East Hudson Oral Maxillofacial Surgery, AVI Foodsystems, and Natural Market. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management supported by strategic allocation models, manager selections, and various implementation approaches within the broader Goldman Sachs ecosystem.

Joli Fridman is a CFP® professional with eight years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Stevens Wealth Management. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate and institutional clients with a comprehensive 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 within an enhanced open architecture framework.

Matthew Kumzi is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds a Series 66 designation and previously worked at The Ayco Company, L.P./Mercer Allied for six years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering services through various tailored programs such as Executive Wealth, Personal Wealth, and Private Family Office support.

Adam Bashir is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation. He joined Goldman Sachs in 2026 and has prior experience at Capquest and the University of Aberdeen. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, utilizing strategic allocation models and a range of fee arrangements within the broader Goldman Sachs ecosystem.

Steven Weil is a financial advisor at Creative Planning with 28 years of industry experience. He holds a Series 65 designation and previously worked at IRON Financial, LLC for 26 years before joining Creative Planning in 2021. Weil serves as a voluntary advisory board member for Charles Schwab and Epic Retirement Plan Services. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various portfolio customization options and integrated retirement plan services.

Edward Zegers is a CFP® professional with 15 years of experience in the financial services industry. He is currently with Goldman Sachs Wealth Services and has previously worked at Bank of America, Merrill, J.P. Morgan Securities, and JPMorgan Chase. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth, Personal Wealth, and Private Family Office support within a large integrated financial group.

Angela Grannan is a financial advisor with Hightower Advisors, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. She has worked at firms including Vining Sparks, Chase Investment Services, and BMO Harris Financial Advisors, and has been with Hightower since 2019. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach emphasizes manager selection and multi-manager solutions through both affiliated and third-party managers, incorporating proprietary research and a variety of investment vehicles.

Joseph Stinton is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and nine years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent five years with The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth services, using strategic allocation models and proprietary research tools to tailor plans across various client needs and fee structures.