Kidus Yared Bayou is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 designation and entering his first year in the industry. His prior experience includes roles at Swiss Re and educational positions at The College of Wooster, Ethio-Parents' School, and the British International School. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm utilizes strategic allocation models and a range of advisory services supported by affiliates across the Goldman Sachs ecosystem.

Matthew Cox is a financial advisor with Focus Partners Wealth, LLC and holds a Series 65 credential. He has two years of industry experience and previously worked at Kovitz Investment Group Partners, LLC and Strategic Wealth Partners. His background also includes roles outside of finance, such as positions with Dish Network and Indiana University Athletic Department. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis, utilizing a broad range of public and alternative investment strategies combined with affiliated service companies and product relationships.

Iain Mckinney is a financial advisor at William Blair with 15 years of industry experience. He holds a Series 66 designation and has been with William Blair & Company since 2010. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm follows an active, research-driven approach across multiple asset classes and provides proprietary models, third-party sub-advisers, and access to private funds and co-investment opportunities.

David Mcguffey is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following seven years 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, corporate participants, and institutional clients. The firm leverages centralized investment resources and a range of affiliated and unaffiliated managers to deliver tailored wealth solutions across various client segments.

Frank Hirsch is a financial advisor with TLG Advisors, Inc. He holds Series 63 and Series 65 credentials and has 11 years of industry experience. His prior roles include positions at WealthPoint LLC, Kestra Advisory, Lion Street Advisors, and NFP Advisor Services. Hirsch is also active as an insurance producer through WealthPoint. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets and serves 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, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, combining fundamental analysis with Modern Portfolio Theory in its investment approach.

Brad Goldberg is a financial advisor at Citigroup Global Markets with 33 years of industry experience. He has been with Citigroup Global Markets since 2007 and holds Series 63 and Series 65 designations. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and activity as a swap dealer and futures commission merchant.

Thomas Thibeault is a Series 66-credentialed financial advisor with 13 years of industry experience. He has been with William Blair since 2015. Outside of his advisory role, he coaches individuals in lacrosse skills and conditioning through Athletes Academy. 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 asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Robert Malek is a financial advisor with PlanMember Securities Corporation in Chicago, IL, holding Series 63 and Series 65 licenses and having 42 years of industry experience. His prior firms include Cambridge Investment Research Advisors and Prosperity Wealth Advisors, and he has operated Malek Wealth Advisors since 2007. Outside of his advisory roles, he is president of Priority Retirement Solutions, Inc., a banking and tax entity servicing financial advisors. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment process emphasizes strategic asset allocation and risk-based mutual fund portfolios, complemented by education and support services for plan sponsors and participants.

Luigi Mancusi is a financial advisor with Sanctuary Advisors, LLC in Northbrook, IL, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Oppenheimer since 2012. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, charitable organizations, and retirement plans. The firm offers customized investment programs through various account types and manages strategies using a network of independent advisors and sub-advisors.

Jason Mudrock is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following six years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual and high-net-worth clients, as well as corporate and institutional participants. The firm utilizes centralized investment resources and tailored strategies, offering services through both direct and partner-based programs within a large integrated financial group.

Michael Jones is a financial advisor at Ameritas Advisory Services, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including LPL Financial, GWM Advisors, and Ameritas Investment Company. Outside of his advisory role, he has been involved with The Arboretum Club and worked for Amazon Flex. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers both discretionary and non-discretionary programs using a mix of in-house model portfolios and third-party managers, and maintains integrations with its Ameritas affiliates to support a diverse range of client needs.

Meya Myrick is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. She holds a Series 66 credential and has prior work experience with Dean Dorton, Gap Inc, American Eagle Outfitters, and the University of Kentucky. Outside of her advisory role, Myrick works part-time as a fitness coach at Solidcore in Chicago. 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 utilizes strategic allocation models, manager selections, and a range of advisory platforms, leveraging the broader Goldman Sachs ecosystem to offer integrated wealth management solutions.

Alisa Zufall is a CFP®-certified financial advisor at Mercer Global Advisors Inc. with 24 years of industry experience. She has held positions at WisdomTree Asset Management, Foreside Fund Services, LPL Financial, and operated Growth Path Consulting, LLC. Zufall serves as an independent trustee for Tidal ETF Services, LLC. Mercer Global Advisors provides investment advisory and comprehensive financial planning services to individuals, families, small business owners, plan sponsors, foundations, and non-profits. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and other investment options, alongside specialized services and educational programming.

Nicholas Costa is a CFP® professional with two years of industry experience. He is currently affiliated with Wealth Enhancement Advisory Services, LLC and previously worked at Vermillion Financial Advisors. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and utilizes a diversified investment process combining passive and active managers with quantitative, momentum, and fundamental analysis.

Brian Shevitz is a financial advisor at Mesirow Financial Investment Management, Inc. with 32 years of industry experience. He has been with Mesirow Financial since 1995 and holds Series 63 and Series 65 designations. Mesirow Financial Investment Management’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to private individuals, institutions, and government entities. The firm utilizes both third-party managers and proprietary private investment products, emphasizing portfolio construction through investment policy development and due diligence across various asset classes.

Robert Kuras is a financial advisor with Fifth Third Securities, Inc. in Niles, IL. He holds Series 66 and Series 63 licenses and has 10 years of industry experience. Prior to joining Fifth Third Securities in 2021, he worked at Bank of America, Merrill, and TDAmeritrade. Outside of his advisory role, he has been involved with Spice Daddy Inc. since 2004. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage channels, offering a variety of managed account programs and portfolio management options tailored to client risk profiles. The firm operates as a wholly owned subsidiary of Fifth Third Bank and manages approximately $10.9 billion in assets with a large advisor network.

David Mcgranahan is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 credentials and possessing 10 years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, LLC, and Relative Value Partners Group, LLC. He serves on a committee for Congregation Sukkat Shalom’s endowment fund and is an independent board member of Prairie Management Group, a family office. Focus Partners Wealth serves a broad range of clients, including individuals, high-net-worth families, corporate, retirement plan, and institutional clients, offering investment management and comprehensive wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach combining fundamental and quantitative analysis, and it operates a large advisory platform with integrated reporting across managed and held-away assets.

Franklin Montes is a financial advisor at Corient with a Series 65 credential. He has been with Corient since 2025 and has prior experience that includes four years at the University of Wisconsin - Madison. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporations. The firm uses a goals-based, team-oriented investment approach that integrates in-house and third-party strategies, continuous portfolio monitoring, and risk management tools.

Ethan Madura is a financial advisor at Janney Montgomery Scott with a Series 66 designation and four years of industry experience. Prior to joining Janney in 2026, he worked at Wells Fargo Clearing for five years. 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 municipal clients, offering brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Merrick Robison is a financial advisor with Primerica Advisors, holding a Series 66 designation and based in Skokie, IL. He has prior experience at Guardian Life Insurance Company, Park Avenue Securities, Mutual of Omaha, and Hudson River Trading. Outside of his advisory role, he operates a non-investment-related business called Merrick R - Rover Services. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services along with financial and retirement planning. The firm employs a variety of proprietary and third-party investment strategies and supports a range of account features such as lending solutions and tax-harvesting.