Daniel Lockwood is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. His prior experience includes roles at Raymond James & Associates, Waddell & Reed, and Ameriprise. Outside of his advisory work, he is a board member of the Foundation for Heating and Speech Resources, a nonprofit organization based in Chicago. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets and serving a diverse client base that includes individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory, financial planning, and managed account programs, employing both discretionary and non-discretionary portfolio management through various Steward Partners-branded and third-party solutions.

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.

Natalie Williams is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has previously worked at Nordstrom and served in various roles at educational institutions, including Lake Forest College, Villanova University, and Woodlands Academy of the Sacred Heart. 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 employs strategic and tactical allocation models and offers a range of services such as Private Family Office programs, Specialized Executive Wealth programs, and access to Alternative Investments.

Erica Berning is a financial advisor with Eagle Strategies (NY Life) in Deerfield, IL, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has been with Eagle Strategies since 2012 and maintains concurrent roles with Nylife Securities LLC and New York Life Insurance Co. Berning serves on the boards of the Cadence Cares Foundation and Beat The Streets Chicago, both nonprofit organizations focused on community programs. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

John Vitt is a ChFC®-designated financial advisor with 44 years of industry experience, currently serving at Equity Services, Inc. since 1981. He also has longstanding ties with NATL Life Insurance Co dating back to 1975. Outside of his advisory work, he is managing partner of an export/import business focused on the Democratic Republic of Congo and serves as a director of the Western Golf Association. Equity Services, Inc. offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm employs multiple advisory platforms, often leveraging third-party asset managers and combines long-term strategies with options for shorter-term trading.

Shelton Mudzingwa is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and previously worked at Palisades Growth Capital. Outside of his advisory role, he serves as an assistant rugby coach at Lake Forest College. Goldman Sachs Wealth Services offers financial planning and portfolio management to a diverse client base, including individuals, executives, and institutions, utilizing strategic and tactical allocation models and a range of fee arrangements.

Jack Newman is a financial advisor at Focus Partners Wealth, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Kovitz Investment Group Partners, Newman & Schimel, Llc, and Mesirow Financial. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Virginia Morrow is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 credential and has previously worked at PwC and UCLA in addition to her current role. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management supported by strategic allocation models and manager selections, with access to specialized services and alternative investments.

Sarah Lall is a financial advisor at Fifth Third Securities, Inc. with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fifth Third Securities since 2014. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options, including direct indexing and tax-overlay services, and operates as a wholly owned subsidiary of Fifth Third Bank.

David Budzisz is a financial advisor with Focus Partners Wealth, LLC in Deerfield, IL, holding a Series 65 designation and one year of industry experience. He has worked previously at Kovitz Investment Group Partners, LLC and Strategic Wealth Partners. His background also includes roles at Carthage College and involvement with the Carthage College Athletic Department. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Blake Warner is a financial advisor at SPC with eight years of industry experience. He holds a Series 66 designation and has worked at Sigma Planning Corporation and Sigma Financial Corporation since 2018. Prior to that, he was employed at Anchor Brake Shoe from 2015 to 2018. Warner is also a licensed life and health insurance agent and operates under the DBA Touch Financial Group. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers.

Johnathan Worrells is a financial advisor with Eagle Strategies (NY Life) in Deerfield, IL, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with Eagle Strategies since 2016 and has been affiliated with New York Life and its related entities since 2012. Outside of his advisory role, he works part-time in the hospitality industry as a banquet server and bartender. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions and primarily manages assets on a non-discretionary basis through an integrated structure linked to New York Life.

Jennifer Chung is a Certified Financial Planner (CFP®) with 19 years of industry experience. She is currently an advisor at Corient and has previously worked at Balasa Dinverno Foltz LLC and Morgan Stanley. Corient provides investment advisory and financial planning services to a diverse clientele, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and uses risk management tools and stress testing to align portfolios with client objectives.

Yuri Crenshaw is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, Yuri spent time in education at Spelman College and worked at Canyon Partners and EDENS. Goldman Sachs Wealth Services advises a wide range of clients including individual investors, corporate participants, executives, and institutional clients. The firm offers comprehensive financial planning and portfolio management, leveraging strategic allocation models and specialized programs, with access to a broad Goldman Sachs ecosystem of affiliates.

Iain Purdom is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 65 credential and entering his first year in the industry. His prior work experience includes roles at Waverly Advisors, Old Second National Bank, and various positions outside finance, including at Aldi, Vinyard Vines, and Elmhurst University. He has been involved with Black Sheep Golf Club for six years. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management solutions.

Satya Rangaraju is a financial advisor with Eagle Strategies (NY Life) based in Barrington, IL, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Ample Wealth Strategies LLC and Northwestern Mutual. Outside of advisory work, he is involved in insurance brokering through International Insurance Agency Inc. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Martin Gaughan is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Farther since 2025. He previously worked for Commonwealth Financial Network and operated Gaughan Wealth Management, both from 1998 to 2025. Outside of advising, he is the owner and manager of Robert Daniel Properties, LLC, a private entity involved in property management in Chicago. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios, algorithmic rebalancing, and AI tools, focusing on ETFs, mutual funds, equities, and fixed income.

Shequeta Rice is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with three years of industry experience. Prior to joining Focus Partners, she worked at The Mather Group, LLC and Forum Financial Management, LP, and spent ten years employed by General Motors. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using both active and passive strategies within an enhanced open architecture framework.

Dean Rattin is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with PNC Investments since 2009. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a discretionary digital offering available by invitation to employees. The firm’s investment strategies use approved models managed by PNC or third-party strategists, with implementation via mutual funds and ETFs and a risk-assessment approach driven by an algorithmic questionnaire.