Philip Cole is a CFP® professional with 19 years of industry experience. He has worked at MAI Capital Management since 2021 and previously spent 12 years with Hochman Cole Investment Advisors, Inc. and Cetera Financial Specialists LLC. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a range of investment strategies and integrates financial planning and tax services into client relationships.

Eric Freckman is a CFP® professional with 26 years of industry experience. He has worked at Private Advisor Group, LLC since 2015 and previously spent over two decades at LPL Financial, LLC. In addition to his advisory role, Mr. Freckman serves as a notary public. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based model, utilizing a variety of strategies and technology platforms while often implementing advice through third-party managers and tactical asset management programs.

George Costakis is a financial advisor with Eagle Strategies (NY Life) in Deerfield, IL, holding the ChFC® designation and Series 63 license. He has 50 years of industry experience, including over two decades with Eagle Strategies and long tenures at Nylife Securities LLC and New York Life Insurance Company. Outside of his advisory role, he is involved in insurance brokering across multiple product lines and is a shareholder in NYLARC Holding Company, Inc. Eagle Strategies serves a diverse client base including individuals and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through various program types, primarily managing assets on a non-discretionary basis and operating within an integrated New York Life affiliate structure.

Geralyn Sullivan is a financial advisor with William Blair, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has been with William Blair & Company L.L.C. since 1988. 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 employs an active, research-driven approach across equities, fixed income, and alternative strategies, and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Candace Vondra is a CFA® charterholder with 23 years of industry experience, currently serving at William Blair since 2006. She holds the Series 63 designation and is based in Des Plaines, IL. 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 multiple asset classes and offers proprietary models, third-party sub-advisers, and access to private funds and co-investment opportunities.

Shane Ellis is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and has previous experience at Arthur J. Gallagher & Co. and the University of Illinois Urbana-Champaign. Goldman Sachs Wealth Services advises a diverse client base that includes individual investors, corporate and employer-sponsored participants, executives, and institutional clients. The firm offers financial planning and portfolio management through tailored strategies, leveraging its integration with Goldman Sachs affiliates to provide a broad range of investment and specialized wealth services.

Alec Mc Eachern is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and four years of industry experience. Prior to joining Goldman Sachs in 2022, he held various roles including positions at the University of Illinois Urbana-Champaign and Busey Bank. Outside of his advisory work, he has been involved with the Tom Jones Challenger League since 2018. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients, delivering financial planning, portfolio management, and specialized wealth programs. The firm integrates resources across the Goldman Sachs network to provide tailored investment strategies and operational tools, including tax-aware techniques and proprietary analytics.

Karen Mothkovich is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and five years of industry experience. She previously worked at The Ayco Company, L.P. for fourteen years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with cross-affiliate capabilities.

David Ferrante is a financial advisor at William Blair with one year of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs in 2023. Outside of finance, he has been involved with Huntley Community School District 158 and Northwestern University since 2014. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and offers access to proprietary models, third-party sub-managers, and private investment opportunities.

Ryan Begley is a financial advisor at &PARTNERS with 10 years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Wells Fargo Advisors. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan services through a combination of fundamental, technical, and quantitative analysis. The firm operates as both a registered investment adviser and broker-dealer, providing discretionary and non-discretionary portfolio management and municipal advisory services.

Grace Bossert is a CFP® professional at Mercer Global Advisors Inc. with two years of industry experience. Her work history includes roles at Mercer Global Advisors since 2021, as well as positions at MOKA and T. Anton Investment House. Outside of finance, she was involved with Rags Consignments for five years. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor tilts, complemented by financial planning, retirement consulting, tax support, and estate-planning coordination.

Ester Viti is a financial advisor with Guardian Life and Park Avenue Securities who holds Series 63 and Series 65 licenses and has 23 years of industry experience. She has worked with Guardian Life and Park Avenue Securities for the past 10 years. Outside of her advisory roles, she serves on the College of Lake County Foundation Board. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser wholly owned by The Guardian Life Insurance Company of America. The firm offers brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Elizabeth Bell is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at W Greig & Company LLC and Datum 9 Analytics LLC. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored investment strategies supported by proprietary research, comprehensive planning services, and access to alternative investments through integrated teams across the Goldman Sachs platform.

Joshua Walters is a CFP® professional with 14 years of industry experience. He is currently with Voya Financial Advisors, Inc. and has previously worked at firms including LPL Financial LLC, Calamos Wealth Management, and J.P. Morgan Chase Bank. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional clients, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice through multiple program structures, mainly delivering non-discretionary recommendations where clients approve transactions.

Jonathan Baker is a CFA® charterholder with 10 years of industry experience. He is currently with Corient, where he has worked since 2022, following prior roles at Balasa Dinverno Foltz and CIPW Service Company. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and specialized offerings such as family office and trustee services.

Amir Ahmed is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. Prior to that, he was employed at The Ayco Company, L.P./Mercer Allied and KPMG. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with access to a broad range of affiliated products and services.

Tyler Hujik is a financial advisor at Goldman Sachs Wealth Services with 13 years of industry experience. He holds the Series 66 designation and has worked at Ayco/Goldman Sachs & Co. LLC since 2019, following eight years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management along with specialized services such as Private Family Office, Executive Wealth programs, and access to Alternative Investments, utilizing a range of strategic allocation models and proprietary research tools.

Maxwell Badgley is a financial advisor at William Blair with one year of industry experience. He holds a Series 66 designation and previously spent 20 years at McKinley Capital Management / Denali Advisors. 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 uses an active, research-driven approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Heather Locus is a CFP®-certified financial advisor with 25 years of industry experience. She is currently with Corient, where she has worked since 2022, following a 22-year tenure at Balasa Dinverno Foltz LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and utilizes various risk management tools to align portfolios with client objectives.

Julia Larson is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. She holds a Series 66 designation and has worked primarily at Goldman Sachs Ayco Personal Financial Management since 2021. Larson has prior experience in roles connected to Lake Forest College and Sandcastle. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate and employer-sponsored participants, executives, and institutional clients. The firm delivers tailored financial planning and portfolio management using strategic models, manager selections, and both discretionary and non-discretionary implementations, leveraging resources across the Goldman Sachs ecosystem.