Dane Sauer is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Schaumburg, IL. He has been with Mercer since 2016 in various roles. Mercer Global Advisors provides investment advisory and financial planning services to individuals, families, small business owners, plan sponsors, and non-profits. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and other strategies, and offers a broad range of specialized services including retirement plan consulting and family office solutions.

Shamolie Panjwani is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 designation. She began her advisory career in 2022 and has prior experience in various roles at the University of Wisconsin-Madison, including Admissions & Recruitment and University Health Services. Goldman Sachs Wealth Services advises a broad client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates resources across the Goldman Sachs ecosystem and employs strategic allocation models, manager selections, and advanced research tools in its advisory approach.

Bradley Hills is a CFP® and Series 65-licensed advisor at EP Wealth Advisors with one year of industry experience. His prior roles include positions at Rappaport Reiches Capital Management and several financial firms, as well as involvement with the National Literacy Trust. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm utilizes a combination of fundamental, technical, and cyclical analysis to construct customized model portfolios and provides additional services such as tax preparation and estate-document preparation for qualifying clients.

Brittany Suttie is a Series 66-registered advisor with First Command Advisory Services and has three years of industry experience. She has been with First Command Brokerage Service Inc. since 2016. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, using a centralized Investment Management Team to design and manage portfolio models.

John Ressler Jr. is a CFP® professional with 26 years of industry experience, currently affiliated with Commonwealth Financial Network. His career includes roles at Cadaret, Grant & Co., Inc., Kaplan Financial, LPL Financial, and LV Wealth Management. He also engages in fixed insurance sales as a minor business activity. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, providing operational, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction alongside managed model portfolios.

Zachary Dombrowski is a financial advisor with Eagle Strategies (NY Life) who holds a Series 66 designation and has 16 years of industry experience. He has been with Eagle Strategies since 2015 and previously worked at Rogers Financial Group from 2021 to 2024. Outside of his advisory role, Dombrowski serves as an elder board member at CityLine Bible Church and participates as an election judge with the Chicago Board of Election. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations. The firm provides financial planning, investment management, and retirement-plan advisory services with an emphasis on tailored recommendations, managing primarily non-discretionary assets within an integrated New York Life affiliate structure.

Ross Jannotta is a financial advisor at William Blair with 28 years of industry experience. He has been with William Blair & Company L.L.C. since 1997. He holds Series 63 and Series 65 credentials. 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 pursues active, research-driven management across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Frank Nemeth is a financial advisor with NewEdge Advisors in Arlington Heights, IL, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His prior roles include positions at LPL Financial, Wells Fargo Clearing, and Wells Fargo Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent representatives. The firm offers a wide range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Thomas Panoplos is a financial advisor at Creative Planning with 24 years of industry experience. He holds a Series 66 designation and previously worked at Mesirow Financial, Inc. for 22 years before joining Creative Planning in 2023. Outside of advising, he is involved as a co-manager in a real estate investment LLC. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm emphasizes a financial planning-led investment process with low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other approaches, supported by a broad advisory team and integrated investment infrastructure.

Carson Poulin is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Deerfield, IL, and has three years of industry experience. His background includes roles at Goldman Sachs Ayco, Lake Forest College, and SPM Financial. 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 uses strategic allocation models, manager selections, and a range of fee arrangements to tailor investment solutions, leveraging the broader Goldman Sachs ecosystem for expanded product access and support.

Nathan Freeman is a financial advisor at Wealthspire Advisors with 24 years of industry experience. He holds Series 66 and Series 65 licenses and has worked at firms including Independent Financial Partners, Rudwall Wealth Management, LPL Financial, and American Century Investment Services. In addition to his advisory work, Freeman owns and operates PKJ LLC, a health care services referral business. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate plans, and nonprofits. The firm uses an institutional-style asset allocation approach with a range of investment vehicles and offers services such as wealth management, financial planning, and retirement-plan consulting.

Charles Williams is a CFP® professional with 35 years of experience in the financial services industry. He has worked with Independent Financial Partners since 2010 and previously served at LPL Financial and IFP Securities, LLC. Williams is also an adjunct professor at Northwestern University School of Continuing Studies, where he teaches a retirement planning and employee benefits course. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a focus on retirement-plan advisory and pension consulting services.

Patrick Callaghan is a financial advisor at &PARTNERS with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He served as past president of the Rotary Club of Glenview Sunrise, overseeing its fundraising committee for fourteen years. &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, retirement-plan consulting, and brokerage services, employing a range of analytical approaches and third-party strategies.

Anthony Hoban is a financial advisor with William Blair, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with William Blair & Company L.L.C. since 1996. 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, providing access to proprietary models, third-party sub-managers, and private investment opportunities.

Frances Dolan is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 credential. She has worked in the financial industry since 2022, with prior experience at Morgan Stanley and First Horizon Company. Her background also includes roles outside traditional finance, such as work at Loyola University Chicago and involvement with the Dr. Scholl Foundation. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, and institutional clients. The firm offers tailored financial planning and portfolio management services, utilizing strategic allocation models and both discretionary and non-discretionary implementations, supported by a broad network of affiliated Goldman Sachs entities.

Seth Holzwarth is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Guardian Life. He previously worked at Northwestern Mutual Wealth Management Company and its affiliated entities. Outside of his advisory role, he volunteers with Holy Smokers BBQ in Lake Forest, IL. He works through Park Avenue Securities LLC, a subsidiary of Guardian Life, which provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory services utilizing proprietary and third-party model portfolios.

Rachel Kim is an Investment Advisor Representative with Fifth Third Securities, Inc., holding Series 63 and Series 65 credentials. She has been with Fifth Third Securities since 2026 and has additional experience at Fifth Third Bank starting in 2021. Her prior work includes roles at Starbucks and the HANA Center. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage channels. The firm offers multiple investment programs and portfolio management options via the Passageway Managed Account Program, operating as a wholly owned subsidiary of Fifth Third Bank.

Andrew Cohn is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Kovitz Investment Group Partners, Strategic Wealth Partners, Kestra Financial Services, The Bensman Group, and has ongoing business activities with Rotunda Strategy and Goliath Enterprises. Outside of finance, he is a partner and business manager at Power of the Golf Ball, an indoor golf center. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm offers a wide range of services such as investment management, financial counseling, family office offerings, retirement plan fiduciary services, and sub-advisory solutions, utilizing a long-term, tax- and fee-sensitive investment approach with an emphasis on enhanced open architecture.

Matthew Hammer is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019 and previously spent five years with The Ayco Company, L.P./Mercer Allied. Outside of his advisory role, Hammer serves as Treasurer and a board member of Eighth Blackbird, a contemporary classical music group based in Chicago. 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 uses a combination of strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, leveraging resources from across the Goldman Sachs ecosystem to deliver tailored investment solutions.

Giacomo Palazzolo is an investment advisor representative with TLG Advisors, Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at The Leaders Group, Inc. since 2013 and Resource Insurance and Financial Group since 2003. In addition to his advisory role, he is involved in insurance and group benefits businesses and serves as a notary public. TLG Advisors serves individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm offers investment supervisory services, portfolio management, financial planning, and fiduciary services, with an investment approach centered on manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory.