Chad Miller is a Series 65-licensed financial advisor with Advisory Services Network in Chicago, IL, where he has worked since 2018. He has seven years of industry experience and also works as a licensed real estate agent with Keller Williams - One Chicago. Prior to joining Advisory Services Network, he was affiliated with @PROPERTIES starting in 2015. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisors. The firm offers portfolio management, financial planning, and investment consulting, managing approximately $8.6 billion in client assets with tailored strategies across various asset classes.

Brendan Feeney is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with two years of industry experience. He holds the Series 66 designation. Outside of his advisory role, he has been involved with IHSA/USA Lacrosse since 2023. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary portfolio management, utilizing a range of asset-allocation models and investment vehicles.

Christopher Rhoades is a financial advisor at Waverly Advisors, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Positive Equity, B&C Enterprises, and various educational institutions. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-markets allocations, offering a range of investment management, financial planning, and multi-family office services.

Joseph Orsolini is a financial advisor with World Equity Group, Inc. in Schaumburg, IL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with World Equity Group since 2002 and also serves as President and Owner of College Aid Planners, Inc., a firm specializing in college financial aid consulting and tax preparation. Outside of his advisory roles, Orsolini is involved in youth wrestling as an assistant coach and serves as Treasurer and Board Member for Rising Tide Wrestling, a nonprofit supporting economically challenged youth in the sport. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a wide range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm offers managed portfolios through its Adhesion Money Management wrap-fee program, utilizing third-party money managers and risk-tolerance assessments to guide investment strategies.

George Alkhoury is a financial advisor at Northern Trust Securities, Inc. with 17 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and U.S. Bancorp Investments, Inc. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation providing discretionary portfolio management through a wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients using a model-driven approach with Separately Managed Accounts and other managed portfolios delivered via the Fidelity Managed Account Xchange platform.

Michael Niewiadomski is a CFP® and Series 66-registered advisor with three years of industry experience. He is currently with Dynamic and has prior experience at Lincoln Financial Advisors, as well as roles outside the financial industry. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and unaffiliated registered investment advisers. The firm emphasizes a long-term, client-specific portfolio construction process and offers portfolio management, financial planning, retirement plan services, and sub-advisory support, with particular focus on supporting other advisers through integrated technology and outsourced services.

David Rog is a financial advisor at Goldman Sachs Wealth Services with 12 years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs since 2021, following an 11-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 individuals, high-net-worth households, corporations, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Austin Martineau is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with two years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, Strategic Wealth Partners, and Kams LLC. Outside of advisory work, he previously managed Ultimate Carwash and Detail Center. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a 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.

Glenn Movish is a CFP® professional with 41 years of industry experience, currently serving at MAI Capital Management, LLC. His prior work experience includes roles at Lasalle St. Securities, L.L.C. and Asset Management Group LTD. He is also involved in fixed insurance activities outside of his advisory role. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, trusts, and institutional clients. The firm employs a range of investment strategies and offers integrated financial planning and administration services, managing over $72 billion in assets.

Luis Trujillo is a financial advisor at Mesirow Financial Investment Management, Inc. with three years of industry experience. He previously worked at JPMorgan Securities LLC and Union Bank & Trust Co. from 2019 to 2023. Mesirow Financial Investment Management provides discretionary and non-discretionary investment management and financial planning services to private individuals, pension and profit-sharing plans, government entities, charitable organizations, and institutional clients. The firm utilizes a combination of proprietary private investments and third-party managers, applying both quantitative and qualitative due diligence in portfolio construction.

Joel Hirsh is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Kovitz Investment Group Partners, LLC for 10 years and Kovitz Securities, LLC for 14 years prior to joining Focus Partners Wealth. Focus Partners Wealth 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 combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Nora Kahn is a CFP® professional with three years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. Her prior experience includes a year at Rappaport Reiches Capital Management and three years at Merrill. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans with wealth management, discretionary portfolio management, and financial planning services. The firm offers customized model portfolios, ongoing monitoring, and a range of ancillary services including tax preparation and estate-document preparation for qualifying clients.

Michael Bemoras is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at Airbrij Technology, Inc., Veriown Global, Inc., Hireology, and Veriown Americas, LLC. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual, executive, corporate, and institutional clients. The firm uses tailored allocation models and combines proprietary research with a broad range of services, leveraging capabilities across the Goldman Sachs network.

Paul Moy is a CFP® with 47 years of industry experience, currently serving as an advisor at SPC since 2011. He is also associated with Sigma Financial Corporation during the same period. Outside of his advisory role, Moy is a licensed insurance agent appointed with various insurance companies, acts as a trustee for his own trust, and offers notary public services in Cook County, Illinois. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisors.

Sarah Hayes is a financial advisor at William Blair with a Series 66 designation and three years of industry experience. She has worked at William Blair since 2021 and also has prior experience in educational roles at Texas Christian University and New Trier High School. 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 access to proprietary models, third-party sub-managers, and private investment opportunities.

Mark Carr is a financial advisor at Focus Partners Wealth, LLC in Chicago, IL, holding Series 63 and Series 65 licenses with 25 years of industry experience. His work history includes roles at The Colony Group, LLC, InterOcean Capital Group, LLC, InterOcean Capital, LLC, and Morgan Stanley DW Inc. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

David Deschamps is a CFP® with 18 years of industry experience, currently serving at Corient. His prior experience includes roles at Balasa Dinverno Foltz LLC, Ausdal Financial Partners, Inc., and KRM Financial Services. Corient provides investment advisory and financial planning services to a diverse client base, using a goals-based, team investment approach that integrates in-house strategies with third-party managers and customized asset allocation. The firm offers specialized services including family office, tax, and corporate trustee services, and manages affiliated private fund platforms.

Scott Krzeminski is a financial advisor at William Blair with 31 years of industry experience. He has been with William Blair & Company since 2014. He holds Series 63 and Series 65 licenses. 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 an active, research-driven approach across various asset classes and offers proprietary models and access to private funds and co-investment opportunities.

Brian Early is a financial advisor with William Blair, holding a Series 66 designation and 16 years of industry experience. He has been with William Blair & Company since 2011. 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 various asset classes and provides proprietary models and access to private funds through its MB Investments Program.

Goran Tomic is a financial advisor with PNC Wealth Management in Norridge, IL, holding Series 63 and Series 66 designations and 16 years of industry experience. His prior roles include positions at Fifth Third Bank, CUNA Mutual Group, BMO Harris Financial Advisors, Citigroup Global Markets, and Merrill. Outside of his advisory work, he serves as an authorized signer for a non-investment related business, Tipperary Door County LLC. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot offering that uses algorithmic risk assessment to recommend investment strategies implemented via approved mutual funds and ETFs.