Michael Gubin is a financial advisor at TLG Advisors, Inc. with 12 years of industry experience. He holds a Series 66 designation and has been affiliated with Schmidt Financial since 2012. Outside of his advisory role, he is involved in life insurance and annuity sales through his positions at Schmidt Financial and MAG Advisors Inc., where he serves as president and sole owner. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets and serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, and ERISA fiduciary services, employing a research approach based on fundamental analysis and Modern Portfolio Theory.

John O'Callaghan is a financial advisor with SPC in Mount Prospect, IL, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 52 years of industry experience and has been with Sigma Planning Corporation and Sigma Financial Corporation since 2014. Outside of his advisory role, he is an independently licensed insurance agent operating under Touch Financial Group in Northfield, IL. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and a range of ERISA-related retirement plan services, delivering both discretionary and nondiscretionary management through a large network of advisers.

Sandra Nies is a financial advisor at Fifth Third Securities, Inc. with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Huntington National Bank, Park Avenue Investment Advisory, and BMO Harris Financial Advisors. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and multiple platform partnerships.

Laura Davis is a financial advisor at Park Avenue Securities with 40 years of industry experience. She holds the ChFC® and Series 63 designations and previously worked at Primerica Advisors and Guardian Life Insurance Company. Outside of her advisory role, she operates Advanced Strategies & Design, LLC, focusing on wealth accumulation and preservation strategies. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services with a range of proprietary and third-party investment programs. The firm combines a large-scale integrated model with multiple investment management approaches and specialized account services.

John Rousos is a financial advisor at TLG Advisors, Inc. with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Highland Capital Brokerage and Investacorp Advisory Services. He is also involved in wholesaling and insurance-related activities through FSG. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Christopher Karam is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Independent Financial Partners since 2011 and previously held roles at LPL Financial and Sheridan Road Financial, LLC. Outside of his advisory work, Karam serves as a Supervisor for Cuba Township in Barrington, Illinois, overseeing its operations and finances. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a multi-advisor platform with over $12.5 billion in assets under management and provides specialized retirement-plan advisory and pension consulting services.

Kexin Yang is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2023. Her prior roles include positions with the Asian Pacific American Legal Resource Center and nonprofit organizations such as The Bail Project and Tzedek DC. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management supported by strategic allocation models and access to a broad range of affiliated resources and specialized programs.

Jin Liu is a financial advisor with Hightower Advisors in Deerfield, IL, holding Series 65 and Series 63 licenses and having six years of industry experience. Prior to joining Hightower Advisors in 2019, Liu worked at Navistar INC for five years. Outside of advising, Liu is a partner in Ecommerce Express LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutional investors, and various organizations. The firm’s approach emphasizes manager selection, multi-manager solutions, and proprietary research, offering a range of portfolio management and financial planning services through its network of Advisor Practices.

Fadel Krisht is a financial advisor at Kestra Advisory with four years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs for three years. His background also includes roles at Strategic Wealth Advisors Group, LPL Financial, and John Brown University. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets, including relationships with large institutional investors and sovereign wealth funds.

Kyle Odeshoo is a financial advisor at CWM, LLC with a Series 65 credential. He has been in the industry since 2026, with prior experience at Carson Wealth and March McLennan Agency. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and more than 600 advisors. The firm manages discretionary accounts using model portfolios overseen by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Lucas Weis is a CFP® and Series 66-registered financial advisor with nine years of industry experience. He is currently with &PARTNERS, having joined in 2024 following roles at Wells Fargo Advisors and Wells Fargo Clearing. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm provides both investment advisory and brokerage services, utilizing a mix of proprietary and third-party investment strategies alongside financial planning, retirement consulting, and investment banking activities.

Roman Berkusenko is a CFP®-designated financial advisor with 13 years of industry experience. He is currently with The Huntington Investment Company, having previously worked at Ameriprise Financial Services and JP Morgan Securities. Outside of his advisory work, he co-owns an online collectibles store on eBay. The Huntington Investment Company serves individuals, high-net-worth clients, charitable organizations, and businesses with advisory and brokerage services. The firm employs an open-architecture investment model combining third-party managers and proprietary private bank models across various wrap-fee programs.

Richard George is a financial advisor at Bankers Life Advisory Services, Inc. with 30 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Morgan Stanley and Advocate Health Advisors. He is also appointed as an insurance agent, writing Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals and risk tolerances.

Dino Gavanes is a financial advisor at Centaurus Financial, Inc. with 17 years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at Equitable Advisors LLC, MML Investors Services, LLC, Mass Mutual Life Insurance Company, and Advisers Group, Inc. Outside of his advisory role, he serves as a board member for the Village of Itasca and is involved in insurance consulting. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements with a range of analytical approaches.

Vishaal Tummala is a CFP® and Series 65-licensed financial advisor with 10 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Strategic Wealth Partners, and Himalaya Enterprise. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach with an enhanced open architecture model, integrating fundamental and quantitative analysis alongside a broad range of investment strategies and affiliated service companies.

Nafissa Bounia Yahaya is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds a Series 66 designation and has been with Goldman Sachs & Co. LLC since 2023. Prior to her advisory role, she spent four years affiliated with Lake Forest College. 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, specialized executive wealth programs, and access to alternative investments, utilizing a range of strategies and integrated resources across the Goldman Sachs platform.

Mark Pietsch is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and 65 credentials and bringing 39 years of industry experience. He has been with Guardian Life and its affiliated entities since 2011. Outside of his advisory role, he is associated with The Pietsch Financial Group, Inc. and True Wealth Strategies LLC. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs that include both proprietary and third-party strategies.

Sharon Zumstein is a financial advisor with Empower Advisory Group holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Fidelity Investments, Bank of America, Merrill, and TD Ameritrade. Outside of financial advising, she is an independent contractor at Century 21, holding an Illinois real estate license. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns through integrated services tied to Empower’s administrative platforms.

David Mcfeggan Jr. is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with LPL Financial since 2006 and joined NewEdge Advisors in 2023. In addition to his advisory work, he is involved in tax preparation and bookkeeping through Midwest Small Business Accounting and manages Midwest Insurance Partners, which offers property, casualty, and non-variable insurance. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program, employing asset allocation across mutual funds, ETFs, and individual securities with regular portfolio reviews and rebalancing.

Matthew Lafontaine is a financial advisor at William Blair with 10 years of industry experience and holds a Series 66 credential. He has worked at William Blair since 2015 and is also a principal and head of baseball operations at The Yard, an indoor baseball facility. Additionally, he coaches baseball on weekends for New Trier Pony. 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 active, research-driven strategies across multiple asset classes and provides proprietary models and access to private funds through its MB Investments Program.