Luka Lezhava is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and one year of industry experience. Prior to his current role, he worked at Bankers Life Securities and Bankers Life & Casualty. Outside of advising, he is active as an insurance agent assisting retirees with Medicare. Bankers Life Advisory Services, Inc. provides discretionary and non-discretionary investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis. The firm emphasizes individual client service and integrates investment advisory with affiliated broker-dealer and insurance operations.

Kevin Jamali is a financial advisor at Farther with Series 65 and Series 63 licenses and three years of industry experience. He previously worked at Famdep Capital Management for four years and Auctos Capital Management for eleven years. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income, supplemented by AI tools under internal review.

Michael Williams is a CFP® and CFA® with 28 years of experience in the financial industry. He has been with MAI Capital Management, LLC since 2021 and previously worked at Cetera Financial Specialists LLC and Hochman Cole Financial Services, Inc. MAI Capital Management, LLC offers discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and provides customized portfolio management across various strategies, integrating financial planning and other services to meet client objectives.

James Brandt is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. His career includes long-term roles at Fortis Investors, Inc. and Brandt Financial Concepts, a firm he has been involved with since 1983. Outside of his advisory work, Brandt serves as a FEMA-certified trainer for the Community Emergency Response Team and holds leadership positions in local organizations including a homeowners association and the Palatine Fire Pension Board. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory and brokerage services, utilizing various investment platforms and third-party managers, with approximately $11.3 billion in regulatory assets under management.

Adriana Jovsic is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds a Series 66 designation and has previously worked at Ayco Goldman Sachs and Lake Forest College in various roles. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to diverse clients, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Michael Garrison is a CFP® and CFA® with eight years of industry experience. He is currently with NorthCoast Asset Management LLC and has previously worked at Focus Partner Wealth, Kovitz Investment Group Partners, Strategic Wealth Partners, and BMO Harris Bank NA. NorthCoast Asset Management provides investment advisory services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach using proprietary models and manages portfolios across a wide range of strategies, including alternatives and private investment funds.

Emily Sobut is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 17 years of industry experience. She has worked at Goldman Sachs since 2021 and previously spent 13 years at The AYCO Company, L.P./Mercer Allied. Outside of her advisory role, she serves as a brand ambassador for AM Golf Trips, a sports organization based in Chicago. 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 utilizes centralized investment resources and a range of discretionary and non-discretionary managers, offering tailored solutions such as executive wealth management, retirement plan education, and private family office support.

Michael Sirvinskas is a financial advisor at William Blair with 39 years of industry experience. He has been with William Blair & Company L.L.C. since 1993 and holds Series 63 and Series 65 credentials. 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 and provides proprietary models, third-party sub-advisers, and access to private funds through its MB Investments Program.

Janice Carlisle is a financial advisor at Money Concepts Capital Corp with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Money Concepts since 2005. In addition to her advisory role, she sells Medicare supplement insurance through various carriers. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, advisor-designed strategies, and third-party sub-advisers, applying fundamental and technical analysis along with modern portfolio theory.

Robert Weis is a CFP® with 32 years of industry experience currently serving at &Partners since 2024. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing, where he worked from 2009 to 2023. He also serves as President of Robert Weis Wealth Management Services, Ltd., an entity used to manage operational expenses for his practice. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a combination of proprietary and third‑party management solutions delivered through platforms like Envestnet.

Douglas Clermont is a financial advisor with TLG Advisors, Inc., holding a Series 63 designation and 26 years of industry experience. His prior roles include positions at The Leaders Group, Inc., GBS Insurance & Financial Services, Principal Life Insurance Co., and PrinCor Financial Services. He is also licensed as an outside insurance agent, selling fixed life, fixed annuities, disability, long-term care, and health insurance. 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 investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services. Its approach combines fundamental analysis and Modern Portfolio Theory, with a direct-to-consumer program called Starlight Portfolios that uses risk questionnaires to customize portfolios reviewed quarterly.

Ashley Seubert is a CFP® with 17 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2026. Prior to this, she worked at Kovitz Investment Group Partners, LLC and Strategic Wealth Partners Group LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, private funds, and ETFs.

Thomas Marx is a financial advisor at William Blair with 40 years of industry experience. He has been with William Blair & Company L.L.C. since 1995. Marx holds 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 employs active, research-driven management across multiple asset classes and offers proprietary model portfolios and access to private funds through its integrated platform.

Ethan Shack is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds the Series 66 designation and has worked previously at Advantage xPO and JCC Chicago, among other roles. Goldman Sachs Wealth Services offers 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 model portfolios, delivering services through a combination of discretionary and non-discretionary managers within a large integrated financial group.

Cory Rappaport is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with Focus Partners Wealth, LLC and has held positions at Kovitz Investment Group Partners, Strategic Wealth Partners, and Morgan Stanley among others. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment strategy utilizing a combination of fundamental and quantitative analysis, consultant-derived capital market assumptions, and third-party separate account managers, offering a wide range of investment and wealth management services.

Griffin Egan is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and four years of industry experience. Prior to joining Goldman Sachs, he worked at the Royal Bank of Canada and has experience with YMCA and ECMC. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, institutional clients, and plan sponsors. The firm integrates resources from across the Goldman Sachs ecosystem to offer customized strategies, alternative investments, and specialized wealth programs.

Melissa Hollon is a financial advisor with Principal Financial Services and holds the Series 66 designation. She has four years of industry experience and has worked with firms including Massino Financial Group, Tempus Labs Inc, PwC, and PepsiCo. Hollon serves as Treasurer of the Professional Women's Club of Chicago, overseeing the organization's financial management and budgeting. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through various adviser and promoter arrangements.

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 Wells Fargo Advisors, LPL Financial, and Stratos Wealth Partners. He serves as a FINRA arbitrator outside of his advisory role. &Partners serves a diverse client base ranging from non-wealth to high-net-worth individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm provides both investment advisory and brokerage services, utilizing a variety of portfolio management strategies through the Envestnet platform and third-party managers, and operates as both a broker-dealer and registered investment advisor.

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.