Laura Linger is a financial advisor at William Blair with 21 years of industry experience. She holds a Series 66 designation and has been with William Blair & Company, LLC since 2004. Outside her advisory role, she owns Exquisite Presentations, a tapestry placement business with inventory held for charitable donations. 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, third-party sub-managers, and access to private funds through its MB Investments Program.

Laura Davis is a financial advisor at Park Avenue Securities with 40 years of industry experience. She holds the ChFC® and Series 63 designations and previously worked at Primerica Advisors and Guardian Life Insurance Company. Outside of her advisory role, she operates Advanced Strategies & Design, LLC, focusing on wealth accumulation and preservation strategies. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services with a range of proprietary and third-party investment programs. The firm combines a large-scale integrated model with multiple investment management approaches and specialized account services.

Kimberly Petricca is a financial advisor with Mesirow Financial Investment Management, Inc. She holds Series 63 and Series 66 licenses and has 19 years of industry experience. Her prior roles include positions at Alera Investment Advisors, LLC, Triad Advisors, Inc., and GCG Financial LLC. Mesirow Financial Investment Management, Inc.’s Wealth Management division offers discretionary and non-discretionary investment management and financial planning to a diverse client base, including individuals, pension and profit-sharing plans, government entities, and institutional clients. The firm employs a comprehensive investment process that includes setting asset allocation targets, applying due diligence across various asset classes, and utilizing both proprietary and third-party investment products.

Jamie Gaballa is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Fifth Third Securities in 2024, Jamie was employed at Fifth Third Bank since 2022 and was self-employed from 2013 to 2021. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing clients access to multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.

David Zinck is a financial advisor at Sanctuary Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Noyes Advisors LLC since 2015 and David A Noyes & Company since 2000. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and utilizes multiple sub-advisors and third-party platforms to implement strategies.

Ryan Block is a financial advisor at Creative Planning with 17 years of industry experience. He holds a Series 66 designation and previously worked at Mesirow Financial, Inc. for 15 years before joining Creative Planning in 2023. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and a range of retirement plan services.

Jonathan Neuman is a CFP® with 24 years of industry experience, currently serving as a financial advisor at &PARTNERS since 2025. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2015 to 2025. Neuman serves as a FINRA arbitrator, facilitating arbitration proceedings. &PARTNERS serves a diverse client base including individual and institutional investors, offering investment advisory and brokerage services alongside financial planning and retirement plan consulting. The firm employs a combination of proprietary and third-party investment strategies and operates as both a broker-dealer and registered investment advisor.

Christopher Karam is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Independent Financial Partners since 2011 and previously held roles at LPL Financial and Sheridan Road Financial, LLC. Outside of his advisory work, Karam serves as a Supervisor for Cuba Township in Barrington, Illinois, overseeing its operations and finances. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a multi-advisor platform with over $12.5 billion in assets under management and provides specialized retirement-plan advisory and pension consulting services.

Kexin Yang is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2023. Her prior roles include positions with the Asian Pacific American Legal Resource Center and nonprofit organizations such as The Bail Project and Tzedek DC. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management supported by strategic allocation models and access to a broad range of affiliated resources and specialized programs.

Jin Liu is a financial advisor with Hightower Advisors in Deerfield, IL, holding Series 65 and Series 63 licenses and having six years of industry experience. Prior to joining Hightower Advisors in 2019, Liu worked at Navistar INC for five years. Outside of advising, Liu is a partner in Ecommerce Express LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutional investors, and various organizations. The firm’s approach emphasizes manager selection, multi-manager solutions, and proprietary research, offering a range of portfolio management and financial planning services through its network of Advisor Practices.

Fadel Krisht is a financial advisor at Kestra Advisory with four years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs for three years. His background also includes roles at Strategic Wealth Advisors Group, LPL Financial, and John Brown University. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets, including relationships with large institutional investors and sovereign wealth funds.

Craig Hurley is a financial advisor at TIAA-CREF with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Hurley has been with TIAA and TIAA-CREF in various roles since 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division serves individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, frequently those connected to TIAA-administered employer retirement plans. The firm offers financial planning, discretionary managed account programs, and separate broker-dealer services, with a fiduciary standard applied to its RIA services and a model separating point-in-time planning from ongoing portfolio management.

Kyle Odeshoo is a financial advisor at CWM, LLC with a Series 65 credential. He has been in the industry since 2026, with prior experience at Carson Wealth and March McLennan Agency. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and more than 600 advisors. The firm manages discretionary accounts using model portfolios overseen by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Lucas Weis is a CFP® and Series 66-registered financial advisor with nine years of industry experience. He is currently with &PARTNERS, having joined in 2024 following roles at Wells Fargo Advisors and Wells Fargo Clearing. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm provides both investment advisory and brokerage services, utilizing a mix of proprietary and third-party investment strategies alongside financial planning, retirement consulting, and investment banking activities.

Daniel Dolgin is a financial consultant with Kestra Advisory Services, holding a Series 66 designation and eight years of industry experience. He has worked at Kestra Investment Services and Kestra Advisory Services since 2020 and previously at First Allied Advisory Services and Safecor Health. In addition to his advisory roles, Dolgin serves as Vice President of Life at Associated Agencies, managing life, disability, and long-term care insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, employee education, and access to multiple management platforms, serving clients that include large institutional investors such as sovereign wealth funds.

Roman Berkusenko is a CFP®-designated financial advisor with 13 years of industry experience. He is currently with The Huntington Investment Company, having previously worked at Ameriprise Financial Services and JP Morgan Securities. Outside of his advisory work, he co-owns an online collectibles store on eBay. The Huntington Investment Company serves individuals, high-net-worth clients, charitable organizations, and businesses with advisory and brokerage services. The firm employs an open-architecture investment model combining third-party managers and proprietary private bank models across various wrap-fee programs.

Richard George is a financial advisor at Bankers Life Advisory Services, Inc. with 30 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Morgan Stanley and Advocate Health Advisors. He is also appointed as an insurance agent, writing Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals and risk tolerances.

Dino Gavanes is a financial advisor at Centaurus Financial, Inc. with 17 years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at Equitable Advisors LLC, MML Investors Services, LLC, Mass Mutual Life Insurance Company, and Advisers Group, Inc. Outside of his advisory role, he serves as a board member for the Village of Itasca and is involved in insurance consulting. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements with a range of analytical approaches.

Vishaal Tummala is a CFP® and Series 65-licensed financial advisor with 10 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 Himalaya Enterprise. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach with an enhanced open architecture model, integrating fundamental and quantitative analysis alongside a broad range of investment strategies and affiliated service companies.

Robert Martin is a financial advisor with Mesirow Financial Investment Management, Inc. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Martin has been with Mesirow Financial since 2008. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to private individuals, institutional clients, and government entities. The firm employs a disciplined investment process, including the preparation of Investment Policy Statements and due diligence across various asset classes, and offers access to proprietary private investment products and third-party managers.