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.

Joshua Suevel is a Series 66-licensed financial advisor at Fifth Third Securities, Inc. with six years of industry experience. He previously worked at Edward Jones and has experience in both investment advisory and brokerage roles. Fifth Third Securities serves individual and institutional clients through a variety of investment advisory and brokerage programs, including the Passageway Managed Account Program, which offers multiple portfolio management options and strategies. The firm operates as a wholly owned subsidiary of Fifth Third Bank and maintains a large enterprise presence with thousands of advisors and billions in assets under management.

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.

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.

Michael Mileski is a financial advisor at Corient with Series 65 credentials and experience beginning in 2023. His prior work includes roles at CI BDF and positions at Hope College and William Fremd High School. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies and third-party solutions, with ongoing portfolio monitoring and risk management.

Darryl Newman is a CFP® and holds a Series 65 license, with seven years of industry experience. He has worked at Corient since 2022 and previously was with Balasa Dinverno Foltz LLC from 2018 to 2023. Corient provides investment advisory and financial planning services to a diverse client base including individuals, 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 integrates in-house strategies with third-party managers, supported by continuous portfolio monitoring and risk management tools.

Annette Hammortree is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has worked at Guardian Life and Park Avenue Securities since 2005, with a brief tenure at MSI Financial Services. Beyond her advisory role, she serves on the boards of PACT, Inc. and Lifes Plan Inc., organizations that provide trustee services and support to people with disabilities. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides tailored client solutions including financial planning, consulting, and access to proprietary and third-party advisory programs.

Maxwell Thompson is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds a Series 66 designation and has previously worked at Performance Wealth Partners and Brad Scott - State Farm Agency. Outside of advising, he has been involved in entrepreneurial ventures including a moving company and a yogurt business. Goldman Sachs Wealth Services advises a broad client base ranging from individual investors to institutional clients, providing financial planning and portfolio management. The firm offers tailored plans using strategic allocation models and proprietary research, with integrated access to the wider Goldman Sachs ecosystem and a variety of specialized programs.

Jay Pollack is a financial advisor at Guardian Life with 43 years of industry experience. He holds the ChFC® and Series 63 designations. Pollack has worked extensively with both Guardian Life Insurance Company and Park Avenue Securities throughout his career. He also operates Laurus Strategies for Wealth, a business outside of Guardian. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.

Mariam Sargsyan is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC and EY Armenia. Her background includes academic roles at the University of Florida and Nebrija University. Goldman Sachs Wealth Services supports a diverse client base, including individual investors, corporate participants, executives, and institutional clients, by providing financial planning, portfolio management, and specialized programs such as Private Family Office services and Executive Wealth management. The firm uses strategic allocation models and proprietary analytics within the broader Goldman Sachs ecosystem to tailor solutions aligned with client objectives.

Allison Swanson is a financial advisor at Creative Planning with one year of industry experience. She holds the ChFC® and Series 63 designations. Prior to joining Creative Planning, she worked at Sageview Advisory Group and Cetera Wealth Services, LLC. Outside of financial advising, she provides private softball pitching lessons through her business, Coach A Softball Stars. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led approach that integrates low-cost indexing, tax-loss harvesting, and selective private market exposure.

Jason Petitte is a CFA® charterholder with 23 years of industry experience. He is currently with Focus Partners Wealth, LLC and has a long tenure at Kovitz Investment Group Partners, LLC and Kovitz Securities, 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 integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Jacob Stoiber is a financial advisor at William Blair with a Series 66 designation and one year of industry experience. He previously worked at Evercore Wealth Management for six years and The Connable Office for three years. 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 active, research-driven management across multiple asset classes and provides proprietary models and access to private funds and co-investment opportunities.

Adam Ritter is a financial advisor at NewEdge Advisors with 17 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Outside of his advisory role, he is involved with Cubit Wealth Management as a private wealth advisor and also provides consulting services in wealth planning. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of portfolio management, financial planning, retirement consulting, and access to advisory programs through multiple platform structures, combining in-house and third-party solutions with an emphasis on centralized due diligence and technology integration.

Kelly Kovasic is a financial advisor with Kestra Advisory, holding Series 65 and Series 66 credentials. Kelly has experience at firms including Leelyn Smith, LLC and LPL Financial, both from 2021 to 2026. Outside of advisory roles, Kelly provides administrative support to Leelyn Smith, LLC, an independent investment advisory firm. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a range of institutional and individual clients. The firm provides fiduciary consulting, plan-level investment advice, and utilizes multiple management platforms, serving clients including large institutions and sovereign wealth funds.

Mark Mckinley is a financial advisor at William Blair with 25 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at William Blair since 2012, following a 12-year tenure at CIBC Private Wealth 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 employs active, research-driven management across various asset classes and provides access to proprietary models, third-party sub-managers, and private funds through its MB Investments Program.

Wojtek Wojtyrowski is a financial advisor with PNC Wealth Management in Niles, IL, holding Series 63 and 65 licenses and bringing 25 years of industry experience. He has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an online discretionary model account available by invitation only to employees with existing PNC Bank online-banking credentials. The program uses algorithmic risk assessment and relies on approved model strategies executed via mutual funds and ETFs, with annual rebalancing.

Ronald Harczak is a financial advisor with Independent Advisor Alliance, LLC, holding the CFP® designation and Series 63 license. He has 40 years of industry experience, including over 30 years with Securities America Advisors and LPL Financial. Outside of advising, he is a notary and operates a business entity for tax and investment purposes. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm employs a network model with access to various portfolio management strategies and technology platforms to support client needs.

Caroline Shoener is a CFP® and holds a Series 65 license with five years of industry experience. She is currently with Integrated Wealth Concepts LLC and previously worked at Hightower Advisors and Vestor Capital, LLC. Prior to her financial advisory career, she spent four years working in the charter school sector. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios and a long-term investment approach.