Dylan Hernandez is a financial advisor at Fifth Third Securities, Inc. based in Chicago, IL, with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Valic Financial Advisors and Citigroup Global Markets. He has been with Fifth Third Securities and Fifth Third Bank since 2021. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Paul Arnold is a CFA® charterholder with over 20 years of experience in the financial industry. He is currently with Mesirow Financial Investment Management, Inc. and previously worked for Morningstar Investment Management, LLC for 19 years. Mesirow Financial Investment Management, Inc. offers discretionary and non-discretionary investment management and financial planning services to a range of clients including individuals, pension plans, government entities, and charitable organizations. The firm employs a quantitative and qualitative due diligence process across various asset classes and provides access to third-party managers as well as proprietary private investment products.

Jeffrey Fosselman is a CFP® and PFS™ credentialed advisor with 12 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, LLC and Relative Value Partners, LLC. Mr. Fosselman maintains an active law license in Illinois, although he does not actively practice law. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Stephanie Graf is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at Goldman Sachs since 2021 and spent 14 years at The AYCO Company, L.P./Mercer Allied prior to that. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm leverages centralized investment resources and offers tailored solutions including Executive Wealth and Private Family Office support, operating within a large integrated financial group with a range of affiliated services.

Andrea Navarro is a Series 66-registered financial advisor with three years of industry experience, currently affiliated with TLG Advisors, Inc. She has held roles at The Leaders Group Inc, Cutler Financial Services, and Spearhead Capital Advisors. In addition to her advisory work, Navarro manages two accounting firms, Healthy Coin PLLC and Navarro Strategies LLC. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering portfolio management, financial and estate planning, and ERISA fiduciary services through a combination of independent advisors, sub-advisors, and proprietary platforms.

Robert Papierniak is a financial advisor at Wealth Enhancement Advisory Services, LLC with two years of industry experience. He holds the Series 66 designation and has worked at LPL Financial and Wealth Enhancement Group. Prior to his financial career, he was employed at Binny's Beverage Depot and Walgreens. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting through a comprehensive investment process that combines passive and active management guided by an internal Investment Committee.

Merrick Singer is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Strategic Wealth Partners, and Merrill. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses, employing a long-term investment approach that integrates active and passive strategies within an enhanced open architecture framework. The firm offers a variety of services including portfolio management, financial counseling, tax preparation, and fiduciary consulting.

Robert Achille is a financial advisor with SPC who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He has worked at Sigma Planning Corporation and Sigma Financial Corporation since 2016 and has operated R. J. Achille & Company since 1975. He also provides accounting services through his CPA firm, R.J. Achille & Company, and is an independently licensed insurance agent. SPC offers investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a broad advisory network and delivers tailored investment advice, primarily through discretionary client accounts, with custody services provided through Fidelity/NFS.

Thomas Davidson is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 16 years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm combines centralized investment resources and model portfolios with a range of discretionary and non-discretionary managers, providing tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Edna Rachal is a financial advisor with Eagle Strategies (NY Life) based in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked with Eagle Strategies since 2022 and has been affiliated with New York Life entities since 2008. Outside of her advisory role, she serves as president of the Women’s Ministry and co-chair of Women’s Day at St. Paul AME Church. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored advice across multiple program types and manages predominantly non-discretionary assets, particularly focusing on retirement investors and plan sponsors within an integrated New York Life affiliate structure.

John Lopez is a financial advisor with TIAA-CREF in Niles, Illinois, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank, N.A. He also operates a sole proprietorship related to rental property management. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Raymond Lombardi is a financial advisor at William Blair with 18 years of industry experience. He holds a Series 66 designation and has been with William Blair & Co since 2006. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and offers proprietary models and access to private funds and co-investment opportunities.

Paul Mozis is a CFP® professional affiliated with Fifth Third Securities, Inc. in Glen Ellyn, IL, with 28 years of industry experience. He has worked at Fifth Third Securities and Fifth Third Bank since 2019 and previously held roles at Cetera and MB Financial Bank. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank and provides clients access to multiple discretionary managed-account programs and specialized services such as direct indexing and tax-overlay options.

William Kasten is a financial advisor with William Blair, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has been with William Blair & Company L.L.C. since 1997. Outside of his advisory role, he is a principal in a boat and net storage business in West Bend, Wisconsin. 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 and access to private funds through its MB Investments Program.

Kirstin Wiskirchen is a financial advisor with Goldman Sachs Wealth Services, holding Series 65 and Series 66 licenses and bringing 15 years of industry experience. She worked at The AYCO Company, L.P./Mercer Allied for 11 years before joining Goldman Sachs in 2019. 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 integrates strategic and tactical allocation models, manager selections, and both discretionary and non-discretionary implementations, offering access to a broad range of investment options and affiliated services within the Goldman Sachs ecosystem.

Juan Galaviz is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2015, including his current role since 2022, with a one-year tenure at U.S. Bancorp Investments in between. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

David Suominen is a financial advisor at Fifth Third Securities, Inc. in Chicago, IL, with 7 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2018, also working at Fifth Third Bank since 2015. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm provides access to multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with integrated regulatory and supervisory processes.

Jer Sheng Chen is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has concurrent roles at Blue Cross Blue Shield of Illinois and TRATON R&D US, LLC, working as a health insurance producer and technical specialist, respectively. Chen’s background includes engineering and health insurance production alongside his advisory work. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio approach supported by third-party managers and offers multiple advisory platforms such as Transamerica ONE and TFA365.

Adam Shemaria is a CFP® with nine years of industry experience, currently affiliated with NorthCoast Asset Management LLC. His prior roles include positions at Focus Partners Wealth, Kovitz Investment Group Partners, Strategic Wealth Partners, Gresham Partners, and Balasa Dinverno Foltz. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations, utilizing a quantitative and systematic investment approach with proprietary models and multi-factor risk management. The firm offers a broad range of portfolio management strategies, including access to affiliated private investment vehicles.

Chris Kostiuk is a financial advisor at Wealth Enhancement Advisory Services, LLC with eight years of industry experience. He previously worked at Miramar Capital for five years and Premier Asset Management LLC for twelve years before joining Wealth Enhancement Advisory Services. 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 regulatory AUM and employs a diversified, risk-class based investment approach that blends passive and active managers, overseen by an internal Investment Committee.