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 at Goldman Sachs Wealth Services with 18 years of industry experience. He holds a Series 66 designation and previously worked for The AYCO Company, L.P./Mercer Allied for 13 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 individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers to deliver tailored wealth solutions.

Casey Vaughan is a Series 66-registered financial advisor with Goldman Sachs Wealth Services, based in Deerfield, IL, and has 17 years of industry experience. Prior to joining Goldman Sachs in 2021, Vaughan worked for The Ayco Company, Lp/Mercer Allied for 14 years. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored programs such as Executive Wealth and Private Family Office support, delivering services through both discretionary and non-discretionary managers within a large integrated financial group.

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.

Mekhroj Toshpulatov is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds the Series 66 and Series 63 licenses and has previously worked at Merrill, Bank of America, and J.P. Morgan Securities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with unique market roles, including swap dealer and futures commission merchant activities.

Frank Bugaris is a financial advisor with Fifth Third Securities, Inc. in Chicago, IL, holding a Series 66 designation and seven years of industry experience. His prior experience includes roles at LPL Financial, Wintrust Bank, The Huntington Investment Company, Edward Jones, and CareerLightning. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering multiple program types via its Passageway Managed Account Platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides access to advisor-directed mutual fund and ETF models, separately managed accounts, tax-overlay services, and direct indexing options.

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 at Mesirow Financial Investment Management, Inc. with 23 years of industry experience. He has been with Mesirow since 2004 and holds a Series 66 designation. Engle serves on the Board of the University of Illinois College of Business Alumni Association. Mesirow Financial Investment Management’s Wealth Management division provides both discretionary and non-discretionary investment management and financial planning services to private individuals, institutional clients, and government entities. The firm employs a structured investment process including Investment Policy Statements, asset allocation targets, and due diligence across various asset classes, offering access to third-party managers as well as proprietary private investment products.

Lindsey Buse is a financial advisor at PNC Wealth Management with six years of industry experience. She holds a Series 66 designation and has worked at Merrill, Bank of America, Illinois Bank & Trust, and other firms. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account pilot available to select employees. The firm’s investment approach uses algorithm-driven risk assessment and delegates portfolio implementation to third-party strategists.

Brian Devlin is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Voya since 2014. Outside of his advisory role, he is also an independent insurance agent specializing in the sales of fixed insurance products. Voya Financial Advisors serves a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of investment advisory, brokerage, financial planning, and retirement services through both discretionary and non-discretionary programs, supported by a combination of model portfolios and manager-driven strategies.

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 CFP® professional with 26 years of experience in the financial services industry. He has worked at Wealth Enhancement Advisory Services, LLC since 2017, following prior roles including six years at CLA Financial Advisors LLC before its acquisition. Outside of advising, he serves as a Level 1 USA Hockey Official, officiating youth hockey games in the Chicago area, and provides pro bono counseling for families affected by cancer. Wealth Enhancement Advisory Services manages over $122 billion in assets and offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment approach combining passive and active management, supported by an internal Investment Committee and a range of implementation tools and services.

Stanko Pavlovic is a financial advisor at PlanMember Securities Corporation with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including LPL Financial, BMO Harris Financial Advisors, and WCG Wealth Advisors. He is also president of Prosperity Wealth Advisors, an investment-related business. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios, offering education and support services including retirement planning and separation counseling.

Ernest Macvicar III is a financial advisor with Focus Partners Wealth, LLC and holds Series 63 and Series 65 credentials. He has 42 years of industry experience, including roles at Credit Suisse Securities and Relative Value Partners. He serves as a member of the investment committee for Kenilworth Union Church, where he reviews and recommends asset allocation for the endowment fund. Focus Partners Wealth serves a wide range of clients including individuals, families, corporate, and institutional investors, offering investment management, financial counseling, and wealth services through a large advisory platform. The firm employs a long-term, tax- and fee-sensitive investment approach using fundamental and quantitative analysis and integrates a variety of asset classes and overlay strategies.

Francis Mulligan is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds a Series 66 designation and has held roles at South Jersey Industries, Rutgers Law Associates, and the Gloucester County Prosecutor's Office. 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 services such as Private Family Office and Executive Wealth programs, employing strategic and tactical allocation models and integrating resources across the broader Goldman Sachs ecosystem.