Michael Garrison is a CFP® and CFA® with eight years of experience in the financial services industry. He is currently with Focus Partners Wealth, LLC and previously worked at Kovitz Investment Group Partners, Strategic Wealth Partners, BMO Harris Bank NA, and Chicago Wealth Management, Inc. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a wide range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

Emily Sobut is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 17 years of industry experience. She has worked at Goldman Sachs since 2021 and previously spent 13 years at The AYCO Company, L.P./Mercer Allied. Outside of her advisory role, she serves as a brand ambassador for AM Golf Trips, a sports organization based in Chicago. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, offering tailored solutions such as executive wealth management, retirement plan education, and private family office support.

Chad Cook is a CFP® and ChFC® with 19 years of industry experience. He is currently an advisor at Allworth Financial, L.P. and AW Securities, having previously worked at Wealth Enhancement and COUNTRY-affiliated firms, as well as TIAA and Principal Financial Services. Outside of his advisory role, he serves as president of Cook Family Rentals, LLC. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers comprehensive financial planning and portfolio management, utilizing both quantitative and qualitative analysis to implement customized investment strategies across multiple asset classes.

Andrew D'Aprile is a CFA® charterholder with one year of industry experience. He has worked at Focus Partners Wealth, LLC since 2025 and previously was with InterOcean Capital and Deloitte Tax. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate and institutional clients, providing wealth management, financial and tax planning, and consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies with access to private funds and specialized portfolio management tools.

Michael Sirvinskas is a financial advisor at William Blair with 39 years of industry experience. He has been with William Blair & Company L.L.C. since 1993 and holds Series 63 and Series 65 credentials. 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 multiple asset classes and provides proprietary models, third-party sub-advisers, and access to private funds through its MB Investments Program.

Robert Weis is a CFP® professional with 32 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, accumulating over eight years of experience there. Weis is also president of Robert Weis Wealth Management Services, Ltd., an entity established to manage operational expenses for his practice. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and ERISA consulting, utilizing a combination of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies.

Adam Larson is a CFA® charterholder with 18 years of industry experience. He is currently with Corient, where he has worked since 2022, following previous roles at Balasa Dinverno Foltz LLC and Savant Capital Management. 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 combines in-house strategies with third-party managers and employs risk management tools alongside alternative investments where appropriate.

William Buhr is a CFA® charterholder with 13 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at JPMorgan Chase Bank NA, J.P. Morgan Securities LLC, and Wells Fargo Advisors. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a broad client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting through a combination of passive and active investment strategies overseen by an internal Investment Committee.

Douglas Clermont is a financial advisor with TLG Advisors, Inc., holding a Series 63 designation and 26 years of industry experience. His prior roles include positions at The Leaders Group, Inc., GBS Insurance & Financial Services, Principal Life Insurance Co., and PrinCor Financial Services. He is also licensed as an outside insurance agent, selling fixed life, fixed annuities, disability, long-term care, and health insurance. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services. Its approach combines fundamental analysis and Modern Portfolio Theory, with a direct-to-consumer program called Starlight Portfolios that uses risk questionnaires to customize portfolios reviewed quarterly.

Ashley Seubert is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. She has previously worked at Kovitz Investment Group Partners, LLC, and Strategic Wealth Partners Group LLC. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, families, family offices, corporate, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, private funds, and incorporates quantitative analysis and options overlay techniques.

Thomas Marx is a financial advisor at William Blair with 41 years of industry experience, including 31 years at William Blair & Company L.L.C. He holds Series 63 and Series 65 designations. William Blair’s Private Wealth Management division serves individuals, foundations, pension plans, and corporate clients through discretionary and non-discretionary investment management and financial planning. The firm utilizes an active, research-driven approach across multiple asset classes and offers proprietary models and access to private funds and co-investment opportunities.

Ethan Shack is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds the Series 66 designation and has worked previously at Advantage xPO and JCC Chicago, among other roles. Goldman Sachs Wealth Services offers 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 utilizes centralized investment resources and model portfolios, delivering services through a combination of discretionary and non-discretionary managers within a large integrated financial group.

Cory Rappaport is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds the Series 66 designation and has worked previously at Kovitz Investment Group Partners, Strategic Wealth Partners, Morgan Stanley, and RSM US LLP. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, tax planning, retirement consulting, and access to private and registered pooled investment vehicles. The firm employs a long-term, tax- and fee-sensitive approach that combines active and passive strategies under an enhanced open architecture framework.

Griffin Egan is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds the Series 66 designation and previously worked at the Royal Bank of Canada and Ayco Goldman Sachs. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, and institutional clients, offering financial planning, portfolio management, and specialized programs. The firm integrates resources across the Goldman Sachs ecosystem to tailor strategies and provide access to a wide range of investment solutions.

Melissa Hollon is a financial advisor with Principal Financial Services and holds the Series 66 designation. She has four years of industry experience and has worked with firms including Massino Financial Group, Tempus Labs Inc, PwC, and PepsiCo. Hollon serves as Treasurer of the Professional Women's Club of Chicago, overseeing the organization's financial management and budgeting. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through various adviser and promoter arrangements.

John Cimaroli is a financial advisor at William Blair with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has been with William Blair since 2013. Prior to that, he worked at T. Rowe Price beginning in 2003. 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 management approach across various investment strategies and provides proprietary models and access to private funds and co-investment opportunities.

Robert Samson is a financial advisor at &Partners with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Stratos Wealth Partners, LPL Financial, Wells Fargo Clearing, and Prudential Equity Group. In addition to his advisory role, he serves as a FINRA arbitrator. &Partners serves a diverse clientele ranging from high-net-worth individuals to institutional clients such as retirement plans and charitable organizations. The firm offers investment management and financial planning services through a combination of proprietary and third-party strategies, operating under a dual registration as both a registered investment adviser and broker-dealer.

Michelle Froeschle is a financial advisor at William Blair with a Series 66 designation and four years of industry experience. She has worked at William Blair since 2022 and previously spent ten years at PNC Private Bank. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension funds, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides proprietary models, third-party sub-advisers, and access to private funds through its MB Investments Program.

William Robbins II is a financial advisor with Mesirow Financial Investment Management, Inc., holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Mesirow Financial since 1998 and also has a long-standing affiliation with the University of Iowa beginning in 1993. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to a range of clients including private individuals, pension and profit-sharing plans, government entities, charitable organizations, and institutional clients. The firm employs a disciplined process involving Investment Policy Statements, asset allocation targets, and due diligence across various asset classes, and offers access to proprietary private investment products and third-party managers.

Lee Gordon is a financial advisor at Mesirow Financial Investment Management, Inc. with 39 years of industry experience. He has been with Mesirow Financial since 1992 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 a diverse client base, including individuals, pension plans, government entities, and charitable organizations. The firm utilizes both third-party managers and proprietary private investment products, employing quantitative and qualitative due diligence across various asset classes and may engage sub-advisors for specialized strategies.