Kathryn Buchta is a financial advisor at &PARTNERS with one year of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing Services, Wells Fargo Advisors, World Market, Office Day Solutions, and Wintrust. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm operates as both a registered investment advisor and broker-dealer, offering investment advisory, brokerage, financial planning, retirement plan consulting, and investment banking services.

Maxwell Bromley is a financial advisor at Mercer Global Advisors Inc. with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Morningstar Investment Services LLC, TD Ameritrade, PeopleFirst Bank, and Midwestern Securities Trading Co. LLC. 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 nonprofits. The firm employs a Modern Portfolio Theory-based approach featuring globally diversified, risk-appropriate portfolios with multi-factor tilts and utilizes a variety of implementation options such as ETFs, mutual funds, separate accounts, and direct indexing.

James Ronayne is a financial advisor at SPC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with SPC since 2010. Prior to SPC, he worked at Sigma Financial Corporation and Clybourn Financial Services. Outside of his advisory work, Ronayne serves as an athletic director at St. Francis de Sales School. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers and approximately $5.66 billion in assets under management. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary investment management options.

Steven Schaumberger is a financial advisor at TLG Advisors, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Winged Keel Group, NFP, and The Leaders Group dba Simplicity Investments. He is active in the Harvard Business School Club of Chicago as president and serves on the advisory board of Paracon. TLG Advisors serves individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and institutional investors. The firm’s investment approach focuses on manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, offering both sub-advised portfolios and a direct-to-consumer digital program called Starlight Portfolios.

Stephen Curry is a CFP® with 20 years of industry experience, currently serving as an Investment Advisor Representative at Kestra Advisory Services, LLC since 2016. He has been affiliated with Kestra Investment Services, LLC since 2007. Outside of his advisory role, he acts as a trustee for his parents’ trusts. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, compliance testing, and employee education. The firm manages substantial assets, serves large institutional investors including sovereign wealth funds, and supports multiple management platforms and third-party solutions.

Allen Hinkelman Jr. is a financial advisor at William Blair with 35 years of industry experience. He has been with William Blair & Company L.L.C. since 1990. He holds Series 63 and Series 65 credentials. William Blair’s Private Wealth Management division provides discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients. The firm employs an active, research-driven approach across various asset classes and offers proprietary models, third-party sub-manager access, and private fund investment opportunities.

Matthew Wechsler is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds a Series 66 designation and has previously worked with Vernon Township, Miami University, and Adlai E. Stevenson High School. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm provides tailored financial planning and portfolio management supported by proprietary analytics and strategic investment models, with access to a broad range of affiliated capabilities across the Goldman Sachs ecosystem.

Heather Fairbanks is a CFP® and ChFC® with 35 years of experience in the financial services industry. She is currently with Beacon Pointe Advisors, LLC and Beacon Pointe Insurance Services, LLC, where she has worked since 2023. Her prior experience includes roles at FSC Securities Corporation and Michigan Financial Advisors Corp, with additional time at Strategic Financial Designs, Inc. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a wide range of clients, including high-net-worth individuals and institutional investors. The firm utilizes a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private assets.

Laura Min Proctor is a financial advisor with William Blair in Evanston, IL, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has worked at William Blair since 2016 and concurrently at JPMorgan Chase since 2008. 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 an active, research-driven approach across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investments.

Robert Wolchuk is a financial advisor with SPC in Chicago, Illinois, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Sigma Financial Corporation since 2011. In addition to his advisory work, Wolchuk provides tax preparation, accounting, and bookkeeping services through his CPA practice. SPC serves individual clients, charitable organizations, corporations, and retirement plans with a range of portfolio management, financial planning, and ERISA-related services. The firm combines discretionary and nondiscretionary management approaches and supports co-advisor relationships with third-party managers while maintaining formal compliance and succession protocols.

Lilly Adelstein is a Series 66-registered advisor with Goldman Sachs Wealth Services, based in Deerfield, IL, with one year of industry experience. Her background includes multiple roles at Goldman Sachs & Co. LLC and The Ohio State University. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm integrates a broad range of investment capabilities and employs both discretionary and non-discretionary strategies supported by advanced analytics and proprietary tools.

Charles Beech Jr. is a financial advisor at SPC with 23 years of industry experience. He holds a Series 66 designation and has been with SPC and Sigma Financial Corporation since 2006. 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 offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies through discretionary and nondiscretionary management options.

Gerard Buchanan is a financial advisor with The Huntington Investment Company in Glenview, IL, holding Series 63 and Series 65 designations and 33 years of industry experience. His career includes roles at Ameriprise Financial Services, LLC and Harris Investor Services, Inc. He has worked at The Huntington Investment Company in multiple periods since 2019. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm employs an open-architecture investment approach, offering various wrap-fee programs on the Envestnet MAS platform and combining third-party managers with proprietary Private Bank models.

Pierce Kaufman is a financial advisor with Goldman Sachs Wealth Services based in Deerfield, IL. He holds a Series 66 designation and has six years of industry experience, including previous roles at The Ayco Company, L.P./Mercer Allied and Hoover & Associates Financial Services. Goldman Sachs Wealth Services advises a diverse client base that includes individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management supported by specialized programs, strategic allocation models, and access to alternative investments.

Thomas Wilson Jr. is a financial advisor at William Blair with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with William Blair & Company L.L.C. since 1991. William Blair’s Private Wealth Management division provides 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 offers proprietary models and private fund access through its MB Investments Program.

Linda Wieczorek is a financial advisor at Mercer Global Advisors Inc. with nine years of industry experience. She holds a Series 66 designation and has worked at several firms including The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Thrivent Investment Management Inc. She currently holds active life, health, and variable contracts insurance licenses. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of advisory services including investment management, financial, tax, retirement and estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor tilts and regular rebalancing.

Aldis Elezovic is a financial advisor at Fifth Third Securities, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities and The Huntington Investment Company. Fifth Third Securities serves a wide range of individual and institutional clients through investment advisory and brokerage services, offering multiple program types on the Passageway Managed Account platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides services including mutual fund and ETF models, SMA strategies, tax-overlay services, and direct indexing.

Grant Hawkins is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and two years of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC, Goldman Sachs Ayco, 3Step Sports - NXT Sports, Scott Mazda, and a legislative role with the United States Senate under Pat Toomey. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management with tailored strategies supported by specialized investment groups and offers access to a broad range of services including Private Family Office and Alternative Investments.

Christine Thornburg is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She worked at Mercer Allied Company, L.P. for 24 years before joining Goldman Sachs in 2021. 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 tailored solutions through both discretionary and non-discretionary managers within a large integrated financial group.

Stanford Slovin is a financial advisor at &PARTNERS with 39 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a volunteer board member and president of Rebecca's Dream, a 501(c)(3) charity focused on mental health advocacy and suicide prevention, and is the author of the book *Better Listening: The Secret to Improving Your Professional and Personal Life.* &PARTNERS serves a diverse client base, including individuals, retirement plans, charitable organizations, foundations, and sovereign wealth funds. The firm provides investment advisory and brokerage services, employing a range of analytical approaches and offering both proprietary and third-party investment solutions.