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.

Samuel Awad is a CFP® professional with nine years of experience in financial advising. He has worked at Integrated Wealth Concepts LLC since 2026, following six years at HighTower Advisors LLC and four years at Private Vista, LLC. Outside of financial advising, he provides operational and IT consulting and executive coaching, assisting with strategic IT programs and coaching high-potential executives. Integrated Wealth Concepts LLC serves individuals, families, trusts, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a primarily long-term investment approach with customized portfolios and a variety of model and wrap-fee program options.

Nathan Freeman is a financial advisor at Wealthspire Advisors with 24 years of industry experience. He holds Series 66 and Series 65 licenses and has worked at firms including Independent Financial Partners, Rudwall Wealth Management, LPL Financial, and American Century Investment Services. In addition to his advisory work, Freeman owns and operates PKJ LLC, a health care services referral business. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate plans, and nonprofits. The firm uses an institutional-style asset allocation approach with a range of investment vehicles and offers services such as wealth management, financial planning, and retirement-plan consulting.

Charles Williams is a CFP® professional with 35 years of experience in the financial services industry. He has worked with Independent Financial Partners since 2010 and previously served at LPL Financial and IFP Securities, LLC. Williams is also an adjunct professor at Northwestern University School of Continuing Studies, where he teaches a retirement planning and employee benefits course. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a focus on retirement-plan advisory and pension consulting services.

Patrick Callaghan is a financial advisor at &PARTNERS with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He served as past president of the Rotary Club of Glenview Sunrise, overseeing its fundraising committee for fourteen years. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, retirement-plan consulting, and brokerage services, employing a range of analytical approaches and third-party strategies.

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 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.

Pujan Patel is a financial advisor with Eagle Strategies (NY Life) based in Chicago, IL. He holds Series 63 and Series 66 designations and has three years of industry experience. Prior to his current role, Patel worked at firms including Preqin, J.P. Morgan Securities LLC, and Charles Schwab. He also operates Patel Family Wealth, a business focused on selling New York Life products and services. Eagle Strategies serves a diverse client base including individuals and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across multiple program types and manages a majority of its assets on a non-discretionary basis.

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 worked at firms including Kovitz Investment Group Partners, Strategic Wealth Partners, and Kestra Financial Services. Outside of advising, he is a partner and business manager at Power of the Golf Ball, an indoor golf center in Northfield, Illinois. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial planning, and retirement plan consulting. The firm uses a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

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 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 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.