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 eight years of industry experience. She holds Series 63 and Series 65 licenses. Her prior roles include positions at Huntington National Bank, Park Avenue Investment Advisory, River Street Advisors, Old Second National Bank, and BMO Harris Financial Advisors. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers various managed account programs on the Passageway platform, utilizing multiple third-party portfolio managers and strategies such as SMA, tax-overlay, and direct indexing.

Laura Davis is a financial advisor at Guardian Life with 40 years of industry experience. She holds the ChFC® and Series 63 designations and has worked with Guardian Life and Park Avenue Securities since 2012. Outside of her advisory role, she operates Advanced Strategies & Design, LLC, focusing on wealth accumulation and preservation strategies. Guardian Life, through its subsidiary Park Avenue Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary programs and third-party solutions.

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 in Schaumburg, IL, holding Series 63 and Series 65 licenses and 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. Karam also serves as a Supervisor of Cuba Township in Barrington, Illinois, overseeing the township’s operations and finances. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform focused on individualized investment strategies and is noted for its retirement-plan advisory and pension consulting services.

Kexin Yang is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and three years of industry experience. Prior to joining Goldman Sachs, Yang has worked with nonprofit organizations such as the Asian Pacific American Legal Resource Center and The Bail Project. Yang’s background also includes roles at The George Washington University and Washington University in St. Louis. 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, and specialized services such as Private Family Office and Executive Wealth programs, utilizing strategic allocation models and access to a wide range of affiliated Goldman Sachs products and resources.

Jin Liu is a financial advisor at Hightower Advisors in Deerfield, IL, holding Series 65 and Series 63 licenses with seven 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 range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers portfolio management, financial planning, and retirement plan consulting through a network of Advisor Practices.

Fadel Krisht is a financial advisor at Kestra Advisory with five years of industry experience. He holds a Series 66 designation and has previously worked at Goldman Sachs, Strategic Wealth Advisors Group, and LPL Financial. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, comprehensive plan design, and advisor-managed accounts. The firm serves very large institutional investors and provides access to multiple management platforms and third-party solutions.

Kyle Odeshoo is a financial advisor at Carson Wealth with a Series 65 designation and one year of industry experience. His prior work includes positions at Carson Wealth and the March McLennan Agency. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm serves corporate, institutional, and high-net-worth clients with discretionary asset management, financial planning, retirement plan services, and tailored investment solutions supported by a dedicated Investment Committee.

Lucas Weis is a CFP® with nine years of industry experience, currently serving as a financial advisor at &Partners since 2024. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2016 to 2024. Weis holds the Series 66 designation and is based in Lake Forest, Illinois. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, ERISA consulting, and brokerage services, utilizing a combination of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies.

Richard George is a CFP® and ChFC® with 30 years of experience in the financial services industry. He is currently an advisor at Bankers Life Advisory Services, Inc., having previously worked at Morgan Stanley and UBS Financial Services. He is also appointed to write business for Medicare Supplement, annuities, life insurance, health, and long-term care products through Bankers Life and Casualty Company. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan consulting. The firm combines fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.

Vishaal Tummala is a CFP® with 10 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, LLC, Strategic Wealth Partners, and Himalaya Enterprise. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, and retirement plan consulting 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.

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 at Guardian Life with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securian Financial Services and PRUCO Securities. Pietsch is also associated with The Pietsch Financial Group, Inc. and True Wealth Strategies LLC. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, institutional clients, and businesses. The firm offers a range of financial planning, discretionary management, and model-based strategies, combining proprietary and third-party platforms to tailor client solutions.

Sharon Zumstein is a Series 66-licensed financial advisor with seven years of industry experience. She is currently with Empower Advisory Group and Empower Financial Services, having previously worked at Fidelity Investments, Bank of America, Merrill, and TD Ameritrade. Zumstein also holds an Illinois real estate license and works as an independent contractor with Century 21. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services through Empower’s recordkeeping and administrative platforms. The firm’s approach includes point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.

David Mcfeggan Jr. is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at LPL Financial since 2006 and joined NewEdge Advisors in 2023. Outside of his advisory roles, he has been involved in tax preparation and insurance-related business activities. 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 offers a range of portfolio management, financial planning, and consulting services and employs multiple program structures supported by centralized due diligence and technology tools.

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.

Thomas Buhrmann is a financial advisor at Focus Partners Wealth, LLC with 13 years of industry experience. He holds a Series 65 designation and previously worked at Kovitz Investment Group Partners, LLC and Strategic Wealth Partners Group LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a broad 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, third-party managers, and private funds within an enhanced open architecture framework.

James Hammack is a ChFC® credentialed financial advisor with nine years of industry experience, currently with William Blair since 2024. His prior roles include positions at InterOcean Capital Group, InterOcean Capital, Kestra Advisory, and NFP Corporate Services. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients, using an active, research-driven approach across multiple asset classes.

Cole Pedro is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2019, following prior roles at The Ayco Company and Mercer Allied. Pedro also held positions outside finance, including work at Dunkin Donuts and Anderson Windows. 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 offers tailored investment strategies supported by proprietary research and an integrated approach leveraging capabilities across the broader Goldman Sachs organization.