Brad Goldberg is a financial advisor at Citigroup Global Markets with 33 years of industry experience. He has been with Citigroup Global Markets since 2007 and holds Series 63 and Series 65 designations. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and activity as a swap dealer and futures commission merchant.

Thomas Thibeault is a Series 66-credentialed financial advisor with 13 years of industry experience. He has been with William Blair since 2015. Outside of his advisory role, he coaches individuals in lacrosse skills and conditioning through Athletes Academy. 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 asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Luigi Mancusi is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His work history includes positions at Oppenheimer, Wintrust Investments LLC, Great Lakes Advisors, LLC, and Northern Trust Securities, Inc. Sanctuary Advisors, LLC serves a broad client base including individuals, corporations, pension plans, trusts, estates, and charitable organizations through a network of over 400 independent adviser representatives. The firm offers a range of services such as portfolio management, financial planning, and retirement plan consulting, employing various investment approaches and acting as a fiduciary under written advisory agreements.

Jason Mudrock is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following six years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual and high-net-worth clients, as well as corporate and institutional participants. The firm utilizes centralized investment resources and tailored strategies, offering services through both direct and partner-based programs within a large integrated financial group.

Michael Jones is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His career includes roles at Ameritas Investment Company, LLC and GWM Advisors, LLC. Jones is also involved with Friese Financial Advocates, where he provides financial advisory services and assists with marketing. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of portfolio construction methods and program platforms, combining firm-developed and third-party models with a broad range of investment products.

Meya Myrick is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and two years of industry experience. Prior to joining Goldman Sachs, she held positions at Dean Dorton, Gap Inc, and American Eagle Outfitters. Outside of advising, she works part-time coaching fitness classes for Solidcore in Chicago. Goldman Sachs Wealth Services provides financial planning and portfolio management to a broad client base including individual investors, executives, plan sponsors, and institutional clients. The firm utilizes strategic and tactical allocation models along with proprietary analytics and offers access to a wide range of services and alternative investments.

Alisa Zufall is a CFP®-certified financial advisor at Mercer Global Advisors Inc. with 24 years of industry experience. She has held positions at WisdomTree Asset Management, Foreside Fund Services, LPL Financial, and operated Growth Path Consulting, LLC. Zufall serves as an independent trustee for Tidal ETF Services, LLC. Mercer Global Advisors provides investment advisory and comprehensive financial planning services to individuals, families, small business owners, plan sponsors, foundations, and non-profits. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and other investment options, alongside specialized services and educational programming.

Victor Champney is a financial advisor with Transamerica Financial Advisors, holding Series 63, 65, and 66 licenses and bringing 17 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and is also involved with The UTC Tax Busters and Inheritguard, LLC. Outside of finance, he operates a music studio, provides music lessons, and performs as a member of a musical band. Transamerica Financial Advisors serves a wide range of clients including individuals, employer-sponsored retirement plans, trusts, and charitable organizations. The firm delivers advisory services primarily through model portfolios and third-party managers, supported by a large advisor network and multiple program platforms.

Brian Shevitz is a financial advisor at Mesirow Financial Investment Management, Inc. with 33 years of industry experience. He has been with Mesirow Financial since 1995 and holds Series 63 and Series 65 licenses. 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, applying quantitative and qualitative due diligence across a broad range of asset classes.

Ian V Venturini Barbosa is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 designation. He has been with Goldman Sachs since 2025 and has prior experience at Morningstar, Inc. and various educational institutions including Lake Forest College. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models, manager selections, and a range of fee arrangements, supported by proprietary analytics and integration with the broader Goldman Sachs ecosystem.

David Mcgranahan is a financial advisor at Focus Partners Wealth, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Kovitz Investment Group Partners, LLC and Relative Value Partners Group, LLC. Mcgranahan serves on the investment committee for Congregation Sukkat Shalom’s endowment fund and is an independent member of the Board of Managers for Prairie Management Group, a family office. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds.

Ethan Madura is a financial advisor at Janney Montgomery Scott with a Series 66 designation and four years of industry experience. Prior to joining Janney in 2026, he worked at Wells Fargo Clearing for five years. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Shamolie Panjwani is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 designation. She began her advisory career in 2022 and has prior experience in various roles at the University of Wisconsin-Madison, including Admissions & Recruitment and University Health Services. Goldman Sachs Wealth Services advises a broad client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates resources across the Goldman Sachs ecosystem and employs strategic allocation models, manager selections, and advanced research tools in its advisory approach.

Bradley Hills is a CFP® and Series 65-licensed advisor at EP Wealth Advisors with one year of industry experience. His prior roles include positions at Rappaport Reiches Capital Management and several financial firms, as well as involvement with the National Literacy Trust. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm utilizes a combination of fundamental, technical, and cyclical analysis to construct customized model portfolios and provides additional services such as tax preparation and estate-document preparation for qualifying clients.

Brittany Suttie is a Series 66-registered advisor with First Command Advisory Services and has three years of industry experience. She has been with First Command Brokerage Service Inc. since 2016. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, using a centralized Investment Management Team to design and manage portfolio models.

John Ressler Jr. is a CFP® certificant with 27 years of industry experience, currently affiliated with Commonwealth Financial Network. His prior roles include positions at Cadaret, Grant & Co., Kaplan Financial, and LPL Financial LLC. Ressler also spends a small portion of his time on fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors and serving hundreds of thousands of clients with about $213 billion in assets under management. The firm provides a broad platform that includes managed-account programs, access to third-party managers, and custody and clearing services.

Zachary Dombrowski is a financial advisor with Eagle Strategies (NY Life) who holds a Series 66 designation and has 16 years of industry experience. He has been with Eagle Strategies since 2015 and previously worked at Rogers Financial Group from 2021 to 2024. Outside of his advisory role, Dombrowski serves as an elder board member at CityLine Bible Church and participates as an election judge with the Chicago Board of Election. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations. The firm provides financial planning, investment management, and retirement-plan advisory services with an emphasis on tailored recommendations, managing primarily non-discretionary assets within an integrated New York Life affiliate structure.

Ross Jannotta is a financial advisor at William Blair with 28 years of industry experience. He has been with William Blair & Company L.L.C. since 1997. He holds Series 63 and Series 65 credentials. 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 pursues active, research-driven management across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Frank Nemeth is a financial advisor with NewEdge Advisors in Arlington Heights, IL, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A.G. Edwards & Sons. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm provides a range of services including portfolio management, financial planning, retirement plan consulting, and access to sponsored advisory programs, using multiple program structures and technology tools to support its advisors and clients.

Thomas Panoplos is a financial advisor at Creative Planning with 24 years of industry experience. He holds a Series 66 designation and previously worked at Mesirow Financial, Inc. for 22 years before joining Creative Planning in 2023. Outside of advising, he is involved as a co-manager in a real estate investment LLC. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm emphasizes a financial planning-led investment process with low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other approaches, supported by a broad advisory team and integrated investment infrastructure.