Edward Gray III is a CFP® with 14 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, Buckingham Asset Management, Financial Solutions Advisory Group, and Morgan Stanley. Focus Partners Wealth serves a diverse clientele including individuals, high-net-worth families, family offices, and corporate and institutional clients, offering a comprehensive range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, integrating various analytic tools and legacy strategies from multiple mergers.

Luke Wolchuk is a financial advisor with SPC based in Chicago, IL, holding a Series 66 designation and four years of industry experience. He has worked at Sigma Planning Corporation since 2022 and previously at Dwayne Johnson & Associates and CNH Industrial. Outside of advisory services, he is a partner in a CPA and tax preparation practice where he assists with tax return preparation and electronic submissions. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a team of over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary investment management tailored to client needs.

Brandi Ruffalo is a financial advisor at Independent Financial Group, LLC with 24 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Independent Financial Group since 2009. Outside of her advisory role, she owns Valuation & Forensic Partners, LLC, which provides business valuation, litigation, and divorce consulting services. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm employs a combination of firm- and third-party investment models and utilizes both passive and active management across multiple risk profiles.

Jennifer Rosenblum is a financial advisor with Mesirow Financial Investment Management, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Mesirow Financial since 1997. Mesirow Financial Investment Management, Inc.’s Wealth Management division serves private individuals, pension plans, government entities, charitable organizations, and institutional clients. The firm provides discretionary and non-discretionary investment management and financial planning, employing a process that includes setting asset allocation targets, conducting due diligence across various investment types, and offering access to both third-party managers and proprietary private investment products.

Adria Siewert is a ChFC® and Series 66 credentialed advisor with 18 years of industry experience. She has been with Wealth Enhancement Advisory Services, LLC and its affiliated entities since 2013, and previously worked at LPL Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by quantitative and fundamental research and a structured rebalancing process.

John Pestikas is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with PNC investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account accessible to employees with existing PNC Bank online credentials. Their approach uses approved strategies executed via mutual funds and ETFs, relying on algorithmic risk assessments and delegating portfolio management and proxy voting to third parties.

Jerome O'Reilly is a financial advisor at PlanMember Securities Corporation with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Vista Financial Group Ltd. and OSAIC in prior roles. Outside of his advisory work, he operates Vista Financial Group Ltd. and provides insurance sales and services as a sole proprietor. PlanMember Securities Corporation offers retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm uses a strategic asset allocation framework and manages risk-based mutual fund portfolios while providing education and support services to plan sponsors and participants.

Thomas Zimmerman is a Series 66-registered financial advisor with two years of industry experience. He has worked at Goldman Sachs Wealth Services since 2024, with prior roles at William Blair and Private Vista LLC. Outside of finance, he was employed at Hinsdale Golf Club from 2016 to 2022. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm uses strategic allocation models and manager selections to tailor portfolios and offers a range of services such as Private Family Office programs, Financial Wellness, and access to Alternative Investments.

Keletso Zondo is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience and holds the Series 66 designation. Prior to joining Goldman Sachs & Co. LLC in 2021, Zondo worked at Goldman Sachs Ayco Personal Financial Management and Ayco, a Goldman Sachs company. Their background also includes roles at Lake Forest College and Waterford Kamhlabe UWCSA. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management tailored to client objectives, leveraging strategic allocation models, external manager selections, and a range of implementation options within the broader Goldman Sachs ecosystem.

Kristina Denton is a financial advisor at Corient with 11 years of industry experience. She holds a Series 65 designation and has worked at Corient and its affiliated entities since 2022, following eight years at Balasa Dinverno Foltz LLC. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and employs risk management tools to align portfolios with client objectives.

Janet Redding is a financial advisor with Lincoln Investment in Schaumburg, IL, holding a Series 66 designation and 21 years of industry experience. She has worked at Lincoln Investment Planning since 2013 and previously held positions at Legend Advisory, LLC, Oberweis Securities, Inc., and Ameritas Investment Company, LLC. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a variety of advisor-managed and firm-managed investment programs employing both strategic and tactical approaches.

Richard Sugarman is a financial advisor at Goldman Sachs Wealth Services with 23 years of industry experience. He holds a Series 66 designation and previously worked at The AYCO Company, L.P./Mercer Allied for 15 years before joining Goldman Sachs in 2021. Outside of his advisory role, he serves as a part-time instructor at Northwestern University, teaching topics related to the Certified Financial Planner Certification. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individual and high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and affiliated teams to deliver tailored wealth management solutions through a combination of discretionary and non-discretionary managers.

Michael McKevitt is a CFP® professional with 18 years of industry experience. He has been with Private Advisor Group, LLC since 2015 and previously worked at LPL Financial starting in 2008. McKevitt operates under the trade name Purposeful Wealth, Inc. for his investment advisory services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model that incorporates a range of investment strategies and technology platforms, often utilizing third-party managers and proprietary solutions like WealthSuite.

Joseph Foltz is a CFP® with six years of industry experience and is currently an advisor at Corient. His prior experience includes roles at Balasa Dinverno Foltz LLC and several other financial and educational organizations. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools to align portfolios with client objectives.

Lorence Merritt is a financial advisor with Independent Financial Partners in Highland Park, IL, holding the ChFC® designation and Series 63 and 65 licenses. He has 46 years of industry experience and has worked at firms including LPL Financial and Sheridan Road Advisors. Outside of his advisory work, he serves as Co-Chair of Legacy Fundraising at Temple Beth Israel. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting.

Lewis Affetto is a Series 66-credentialed financial advisor with 16 years of industry experience, currently serving at Kestra Advisory since 2021. His prior experience includes roles at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc, spanning over a decade. Outside of his advisory work, he is a partner in an accounting firm, Bernard A. Affetto & Co., and serves on the board of FRA NOI, a nonprofit organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers comprehensive services such as fiduciary consulting, plan design, and investment advice, supporting a wide range of client needs with multiple management platforms and third-party solutions.

Michael Tuber is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Focus Partners Wealth, he worked at Kovitz Investment Group Partners, Strategic Wealth Partners, and JP Morgan Chase Bank, N.A. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, 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 tools like trend-following and options overlay strategies.

Stevany Williamson is a financial advisor at Empower Advisory Group with Series 65 and Series 63 credentials and three years of industry experience. Her prior work includes positions at JPMorgan Chase Bank, J.P. Morgan Securities, and various mortgage-related roles. Before her financial services career, she managed a salon and spa for three years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s integrated approach leverages proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, with services closely tied to Empower’s recordkeeping and administrative platforms.

Patrick Vasicovschi is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. His prior roles include positions at Hightower Securities, GWFS Equities, Cambridge Investment Research Advisors, HUB International Investment Services, Capital Group, and UBS Financial Services. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers services such as financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, with a focus on recommendation-based, non-discretionary asset management.

Daniel Madura is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. 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 charitable organizations, providing brokerage services, financial planning, and advisory programs.