Anthony Hoban is a financial advisor with William Blair, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with William Blair & Company L.L.C. since 1996. 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 access to proprietary models, third-party sub-managers, and private investment opportunities.

Frances Dolan is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 credential. She has worked in the financial industry since 2022, with prior experience at Morgan Stanley and First Horizon Company. Her background also includes roles outside traditional finance, such as work at Loyola University Chicago and involvement with the Dr. Scholl Foundation. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, and institutional clients. The firm offers tailored financial planning and portfolio management services, utilizing strategic allocation models and both discretionary and non-discretionary implementations, supported by a broad network of affiliated Goldman Sachs entities.

Seth Holzwarth is a financial advisor with Guardian Life in Glenview, IL, holding a CFP® designation and Series 65 and Series 63 licenses, with 12 years of industry experience. He previously worked at Northwestern Mutual from 2013 to 2017 before joining Guardian Life. Outside of his advisory work, he volunteers with Holy Smokers BBQ and participates in the BNI Networkers Plus. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and education services.

Rachel Kim is an Investment Advisor Representative with Fifth Third Securities, Inc., holding Series 63 and Series 65 credentials. She has been with Fifth Third Securities since 2026 and has additional experience at Fifth Third Bank starting in 2021. Her prior work includes roles at Starbucks and the HANA Center. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage channels. The firm offers multiple investment programs and portfolio management options via the Passageway Managed Account Program, operating as a wholly owned subsidiary of Fifth Third Bank.

Andrew Cohn is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Kovitz Investment Group Partners, LLC, Strategic Wealth Partners, Kestra Financial Services, Inc., and The Bensman Group. Outside of finance, he is a partner and business manager at Power of the Golf Ball, an indoor golf center in Northfield, Illinois. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs an investment approach that blends active and passive strategies within an enhanced open architecture framework, leveraging fundamental and quantitative analysis alongside various portfolio management tools.

Kahina Kherbouche is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and one year of industry experience. She has worked in various roles within Fifth Third Bank since 2019, with prior experience at MB Financial Bank, Liberty Tax, and Joson's Deli. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients, including individuals, charitable organizations, 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.

Matthew Hammer is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019 and previously spent five years with The Ayco Company, L.P./Mercer Allied. Outside of his advisory role, Hammer serves as Treasurer and a board member of Eighth Blackbird, a contemporary classical music group based in Chicago. 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 uses a combination of strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, leveraging resources from across the Goldman Sachs ecosystem to deliver tailored investment solutions.

Giacomo Palazzolo is an investment advisor representative with TLG Advisors, Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at The Leaders Group, Inc. since 2013 and Resource Insurance and Financial Group since 2003. In addition to his advisory role, he is involved in insurance and group benefits businesses and serves as a notary public. TLG Advisors serves individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm offers investment supervisory services, portfolio management, financial planning, and fiduciary services, with an investment approach centered on manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory.

Brian Woodruff is a financial advisor at Goldman Sachs Wealth Services with 16 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following a 13-year tenure at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Patrick Bouslog is a financial advisor at Goldman Sachs Wealth Services with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Goldman Sachs & Co. LLC since 2021, following a 15-year tenure at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm integrates centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large, integrated financial group.

Calla Gorman is a Series 66-licensed financial advisor with 11 years of industry experience. She currently works at Independent Financial Partners and has held roles at several firms including Sheridan Road Advisors, LPL Financial, and Merrill. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting.

Brandon Kerndt is a financial advisor with Mesirow Financial Investment Management, Inc. He holds Series 63 and Series 66 credentials and has 30 years of industry experience. His prior experience includes ten years at Charles Schwab before joining Mesirow Financial in 2010. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides 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 constructs portfolios using Investment Policy Statements, asset allocation targets, and due diligence across various asset classes, and offers access to both third-party managers and proprietary private investment products.

Clayton Foster is a CFP® with five years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. He previously worked at Mariner Wealth Advisors and has held positions at Mooney Lyons, Triad Advisors, and the University of Missouri. Focus Partners 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 combines active and passive strategies within an enhanced open architecture framework.

Mary Claire Meehan is a financial advisor with Eagle Strategies (NY Life) in Deerfield, IL, holding Series 63 and Series 65 designations and five years of industry experience. She has worked with Eagle Strategies and NYLIFE Securities LLC since 2021 and has prior experience at Gary A Erickson dating back to 2009. Outside of her advisory role, she is a Notary Public in Illinois. Eagle Strategies serves a diverse client base including individuals, institutions, and retirement plans, offering financial planning, investment management, and advisory services primarily focused on fee-based and non-discretionary solutions tailored to client objectives.

Victoria Shadaia is a financial advisor at Beacon Pointe Advisors, LLC with the ChFC® designation and Series 63 license. She has two years of industry experience, including prior roles at Midwest Financial Advisors Group and Michigan State University. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individual and institutional investors such as charitable organizations, corporations, and retirement plans. The firm employs a manager-driven investment approach using proprietary due diligence, asset-allocation modeling, and third-party platforms to implement client strategies.

Maria Elena Danakou is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 credential and two years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and has prior experience with Meraki East, Puma Group, Manulife John Hancock, and London & Capital Group. 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 customized investment strategies with a wide range of services and leverages capabilities across the broader Goldman Sachs organization.

Phillip Porpora is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and bringing 20 years of industry experience. He previously worked at Merrill from 2006 to 2021 before joining Sanctuary Wealth in 2021. Outside of advisory services, he is a member owner of Porpora Consulting LLC, where he recruits and onboards advisors to the Sanctuary Wealth platform. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports over 400 independent investment adviser representatives who utilize various portfolio management approaches and strategies under firm supervision.

Christopher Stickrod is a financial advisor at TIAA-CREF with 21 years of industry experience and holds a Series 65 designation. He previously worked at Nuveen Asset Management, LLC and Nuveen Securities, LLC for over a decade before joining TIAA-CREF in 2023. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often those connected to TIAA-administered employer retirement plans. The firm offers discretionary management through model and customized portfolios and also serves as adviser to the TIAA Donor Advised Fund.

Anthony Scott is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Citigroup Global Markets since 2008. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of advisory programs and execution services. The firm combines large institutional scale with specialized market roles, including in-house research and derivative services, providing multi-asset, multi-manager strategies implemented through discretionary and non-discretionary programs.

Joseph Simoncelli is a financial advisor with TIAA-CREF, holding a Series 66 designation and two years of industry experience. He has worked at TIAA, Nuveen Asset Management, and Nuveen Securities since 2022. Outside of his advisory role, Simoncelli serves as an assistant coach for the Renegades High School hockey club. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers 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 provides both point-in-time planning and ongoing portfolio management through various managed account options.