Seth Holzwarth is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Guardian Life. He previously worked at Northwestern Mutual Wealth Management Company and its affiliated entities. Outside of his advisory role, he volunteers with Holy Smokers BBQ in Lake Forest, IL. He works through Park Avenue Securities LLC, a subsidiary of Guardian Life, which provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory services utilizing proprietary and third-party model portfolios.

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 63 and Series 65 licenses and has previously worked at Kovitz Investment Group Partners, Strategic Wealth Partners, Kestra Financial Services, The Bensman Group, and has ongoing business activities with Rotunda Strategy and Goliath Enterprises. Outside of finance, he is a partner and business manager at Power of the Golf Ball, an indoor golf center. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm offers a wide range of services such as investment management, financial counseling, family office offerings, retirement plan fiduciary services, and sub-advisory solutions, utilizing a long-term, tax- and fee-sensitive investment approach with an emphasis on enhanced open architecture.

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.

John Kraunelis is a financial advisor at Allworth Financial, L.P. with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Nuveen Securities, LLC and Charles Schwab. Allworth Financial is an SEC-registered, fee-based adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies incorporating model allocations, third-party sub-advisers, and technology-driven solutions, and is notable for its ownership structure and specialized divisions including an Airline division and privately offered funds.

Calla Gorman is a financial advisor with Independent Financial Partners, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Merrill, LPL Financial, Sheridan Road Advisors, and multiple engagements with Independent Financial Partners and its affiliated entities. 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 with over $12 billion in assets under management and offers both decentralized investment strategies and formal retirement-plan advisory and pension consulting services.

Brandon Kerndt is a financial advisor at Mesirow Financial Investment Management, Inc. with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Mesirow since 2010. Mesirow Financial Investment Management’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including individuals, pension plans, government entities, and institutions. The firm uses a combination of third-party managers and proprietary private investment products, applying both quantitative and qualitative due diligence across various asset classes.

Clayton Foster is a CFP® with five years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior roles include positions at Mariner Wealth Advisors and Mooney Lyons. 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 using a combination of 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 in Northbrook, IL, holding a Series 66 designation and bringing 19 years of industry experience. He worked at Merrill for 15 years before joining Sanctuary Wealth in 2021. Outside of advising, he is a member owner of Porpora Consulting LLC, where he recruits financial advisors and teams to the Sanctuary Wealth platform. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, and charitable organizations through more than 400 independent investment adviser representatives. The firm offers a range of portfolio management solutions and retirement plan consulting while employing various analytical approaches and maintaining fiduciary standards under written advisory agreements.

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.

Charles Lawless is a financial advisor at Creative Planning with 28 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Mesirow Financial for 27 years before joining Creative Planning in 2023. Outside of his advisory role, he is involved in developing a patent for personal finance record keeping, serves on the advisory board of Empower Retirement, and is an author of self-help and family history books. 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 approach focused on low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and other active portfolio management techniques, supported by a large advisory team and integrated investment infrastructure.

Allen Berg is a CFP® professional with 11 years of industry experience. He currently works at Clearstead Advisory Solutions and has held prior roles at Waveland Family Office, Kovitz Investment Group Partners, Weiss & Company LLP, and North Star Investment Management Corp. He serves as Treasurer and Adviser to the Juliana Greenfield Family Foundation, a nonprofit focused on charitable medical research. Clearstead serves affluent private clients and institutional clients, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets and applies institutional disciplines through a combination of mutual funds, ETFs, separately managed accounts, alternative investments, and a proprietary Direct Indexing strategy.

Jonathan Chung is a financial advisor at Fifth Third Securities, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities, Merrill, and Bank of America. Outside of his advisory role, he serves as an Assistant Pastor at Highland Presbyterian Church. Fifth Third Securities, Inc. serves individual and institutional clients through both investment advisory and brokerage channels. The firm offers a variety of investment programs via the Passageway Managed Account Platform and supports clients with multiple portfolio management options, including mutual fund and ETF models, SMA strategies, and direct indexing.