Jason Mudrock is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following six years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual and high-net-worth clients, as well as corporate and institutional participants. The firm utilizes centralized investment resources and tailored strategies, offering services through both direct and partner-based programs within a large integrated financial group.

Michael Jones is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His career includes roles at Ameritas Investment Company, LLC and GWM Advisors, LLC. Jones is also involved with Friese Financial Advocates, where he provides financial advisory services and assists with marketing. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of portfolio construction methods and program platforms, combining firm-developed and third-party models with a broad range of investment products.

Thomas Herzing is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has been with Mercer since 2015. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor tilts, supported by various implementation options and a range of affiliated service lines.

Meya Myrick is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and two years of industry experience. Prior to joining Goldman Sachs, she held positions at Dean Dorton, Gap Inc, and American Eagle Outfitters. Outside of advising, she works part-time coaching fitness classes for Solidcore in Chicago. Goldman Sachs Wealth Services provides financial planning and portfolio management to a broad client base including individual investors, executives, plan sponsors, and institutional clients. The firm utilizes strategic and tactical allocation models along with proprietary analytics and offers access to a wide range of services and alternative investments.

Victor Champney is a financial advisor with Transamerica Financial Advisors, holding Series 63, 65, and 66 licenses and bringing 17 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and is also involved with The UTC Tax Busters and Inheritguard, LLC. Outside of finance, he operates a music studio, provides music lessons, and performs as a member of a musical band. Transamerica Financial Advisors serves a wide range of clients including individuals, employer-sponsored retirement plans, trusts, and charitable organizations. The firm delivers advisory services primarily through model portfolios and third-party managers, supported by a large advisor network and multiple program platforms.

Brian Shevitz is a financial advisor at Mesirow Financial Investment Management, Inc. with 33 years of industry experience. He has been with Mesirow Financial since 1995 and holds Series 63 and Series 65 licenses. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to private individuals, pension and profit-sharing plans, government entities, charitable organizations, and other institutional clients. The firm employs both third-party managers and proprietary private investment products, applying quantitative and qualitative due diligence across a broad range of asset classes.

Robert Kuras is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. His prior work includes roles at Bank of America, Merrill, and TDAmeritrade. Outside of finance, he has been involved with Spice Daddy Inc. since 2004. Fifth Third Securities serves a diverse range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple managed account programs and utilizes third-party portfolio managers, delivering services via the Passageway platform with various investment options tailored to client risk profiles.

Ian V Venturini Barbosa is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 designation. He has been with Goldman Sachs since 2025 and has prior experience at Morningstar, Inc. and various educational institutions including Lake Forest College. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models, manager selections, and a range of fee arrangements, supported by proprietary analytics and integration with the broader Goldman Sachs ecosystem.

David Mcgranahan is a financial advisor at Focus Partners Wealth, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Kovitz Investment Group Partners, LLC and Relative Value Partners Group, LLC. Mcgranahan serves on the investment committee for Congregation Sukkat Shalom’s endowment fund and is an independent member of the Board of Managers for Prairie Management Group, a family office. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, 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.

Ethan Madura is a financial advisor at Janney Montgomery Scott with a Series 66 designation and four years of industry experience. Prior to joining Janney in 2026, he worked at Wells Fargo Clearing for five years. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Merrick Robison is a financial advisor at Guardian Life with one year of industry experience. He holds the Series 66 designation and has worked at Guardian Life and Park Avenue Securities since 2024. Outside of his advisory role, he operates a non-investment-related business called Merrick R - Rover Services. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through a combination of advisor-led discretionary management and model-based strategies, utilizing proprietary programs and third-party platforms.

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.

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 at NewEdge Advisors with 34 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Wells Fargo Advisors LLC, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm provides a range of portfolio management, financial planning, and consulting services, utilizing both in-house and third-party strategies along with 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.