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Aldis E
Series 63, Series 65
Palatine, IL
FIFTH THIRD SECURITIES, Inc.
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.
Thomas R
Series 63, Series 65
Schaumburg, IL
Lincoln Investment
Thomas Riley is a financial advisor at Lincoln Investment with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment Planning since 2013, following positions at Legend Advisory, LLC and Benchmark Capital Group Ltd. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management using strategic model portfolios and third-party managers, with a focus on serving educators and participants in 403(b) and 457(b) programs.
Grant H
Series 66
Deerfield, IL
Goldman Sachs Wealth Services
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 T
Series 63, Series 65
Deerfield, IL
Goldman Sachs Wealth Services
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 S
Series 63, Series 65
Northbrook, IL
&PARTNERS
Stanford Slovin is a financial advisor at &PARTNERS with 39 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing and WELLS FARGO ADVISORS LLC. Slovin serves as a volunteer board member and president of Rebecca's Dream, a nonprofit focused on mental health advocacy and suicide prevention. He is also the author of the book *Better Listening: The Secret to Improving Your Professional and Personal Life*, published in 2023. &PARTNERS serves a broad range of individual and institutional clients, offering investment management, financial and tax planning, and retirement plan services. The firm employs a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies, with discretionary and non-discretionary management options.
Melissa S
Series 66
Lake Zurich, IL
Goldman Sachs Wealth Services
Melissa Streich is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 18 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 15 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers 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 integrated strategies across affiliated teams, providing access to a wide range of tailored wealth management solutions.
Paul A
CFA®
Highland Park, IL
Mesirow Financial Investment Management, Inc.
Paul Arnold is a CFA® charterholder with over 20 years of experience in the financial industry. He is currently with Mesirow Financial Investment Management, Inc. and previously worked for Morningstar Investment Management, LLC for 19 years. Mesirow Financial Investment Management, Inc. offers 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 employs a quantitative and qualitative due diligence process across various asset classes and provides access to third-party managers as well as proprietary private investment products.
Jeffrey F
CFP®, PFS™
Deerfield, IL
Focus Partners Wealth, LLC
Jeffrey Fosselman is a CFP® and PFS™ credentialed advisor with 13 years of industry experience. He is currently with Focus Partners Wealth, LLC and has prior experience at Kovitz Investment Group Partners, Relative Value Partners, and as a self-employed professional. Mr. Fosselman maintains an active law license in Illinois, although he does not actively practice law. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.
Stephanie G
Series 63, Series 65
Deerfield, IL
Goldman Sachs Wealth Services
Stephanie Graf is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at Goldman Sachs since 2021 and spent 14 years at The AYCO Company, L.P./Mercer Allied prior to that. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm leverages centralized investment resources and offers tailored solutions including Executive Wealth and Private Family Office support, operating within a large integrated financial group with a range of affiliated services.
Andrea N
Series 66
Glenview, IL
Tlg Advisors, Inc.
Andrea Navarro is a Series 66-registered financial advisor with three years of industry experience, currently affiliated with TLG Advisors, Inc. She has held roles at The Leaders Group Inc, Cutler Financial Services, and Spearhead Capital Advisors. In addition to her advisory work, Navarro manages two accounting firms, Healthy Coin PLLC and Navarro Strategies LLC. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering portfolio management, financial and estate planning, and ERISA fiduciary services through a combination of independent advisors, sub-advisors, and proprietary platforms.
Robert P
Series 66
Northbrook, IL
Wealth Enhancement Advisory Services, LLC
Robert Papierniak is a financial advisor at Wealth Enhancement Advisory Services, LLC with two years of industry experience. He holds the Series 66 designation and has worked at LPL Financial and Wealth Enhancement Group. Prior to his financial career, he was employed at Binny's Beverage Depot and Walgreens. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting through a comprehensive investment process that combines passive and active management guided by an internal Investment Committee.
Larry G
Series 63, Series 66
Schaumburg, IL
Bankers Life Advisory Services, Inc.
Larry Goldberg is a financial advisor with Bankers Life Advisory Services, Inc. in Schaumburg, IL, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has worked at Bankers Life and affiliated entities since 2014 and currently manages a team of agents focused on insurance products for the senior market. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.
Dana D
CFP®
Schaumburg, IL
Mercer Global Advisors Inc.
Dana De Lance is a CFP® professional with seven years of industry experience. He is currently with Mercer Global Advisors Inc. and has previously worked at Mariner Wealth Advisors, Kovitz Investment Group Partners, and JMG Financial Group. Mercer Global Advisors provides investment advisory and planning services to individuals, families, business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost index vehicles and multi-factor strategies, and offers a range of portfolio management and planning services.
Corina B
CFP®, ChFC®, Series 63, Series 66
Palatine, IL
CWM, LLC
Corina Bande Arias is a CFP® and ChFC® with 14 years of experience in the financial services industry. She currently works at CWM, LLC and Carson Wealth, having previously held roles at Fifth Third Bank, Charles Schwab Bank, U.S. Bancorp Investments, and BMO Harris Financial Advisors. CWM, LLC is an SEC-registered investment adviser managing about $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, retirement plan services, and uses a model portfolio approach overseen by an Investment Committee, providing tailored investment solutions and ongoing portfolio oversight.
Marisa N
Series 66
Deerfield, IL
Goldman Sachs Wealth Services
Marisa Nafso is a Series 66 licensed financial advisor at Goldman Sachs Wealth Services with less than one year of industry experience. Her work history includes roles at Goldman Sachs & Co. LLC and Merrill Lynch, as well as various positions at Washington University in St. Louis. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management supported by specialized executive wealth programs, alternative investments, and advanced portfolio strategies utilizing proprietary analytics and a range of fee arrangements.
Merrick S
CFP®, Series 66
Deerfield, IL
Focus Partners Wealth, LLC
Merrick Singer is a CFP® professional with seven years of experience in the financial industry. He is currently with Focus Partners Wealth, LLC and has held prior roles at Kovitz Investment Group Partners, Strategic Wealth Partners, and Merrill. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.
Robert A
Series 63, Series 65
Mount Prospect, IL
SPC
Robert Achille is a financial advisor with SPC who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He has worked at Sigma Planning Corporation and Sigma Financial Corporation since 2016 and has operated R. J. Achille & Company since 1975. He also provides accounting services through his CPA firm, R.J. Achille & Company, and is an independently licensed insurance agent. SPC offers investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a broad advisory network and delivers tailored investment advice, primarily through discretionary client accounts, with custody services provided through Fidelity/NFS.
Robert W
Series 63, Series 65
Lake Bluff, IL
SPC
Robert Wayne is a financial advisor at SPC with 45 years of industry experience. He holds Series 63 and Series 65 designations and has been with Sigma Planning Corp. since 1998 and Sigma Financial Corporation since 1995. Outside of his advisory work, he serves as a commissioner for the Lake Forest Cemetery Commission. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisors. The firm offers portfolio management, financial planning, and ERISA-related retirement services, with an investment approach that emphasizes client suitability and offers both discretionary and nondiscretionary options.
Thomas D
Series 63, Series 65
Deerfield, IL
Goldman Sachs Wealth Services
Thomas Davidson is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 16 years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm combines centralized investment resources and model portfolios with a range of discretionary and non-discretionary managers, providing tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.
Edna R
Series 63, Series 65
Deerfield, IL
Eagle Strategies (NY Life)
Edna Rachal is a financial advisor with Eagle Strategies (NY Life) based in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked with Eagle Strategies since 2022 and has been affiliated with New York Life entities since 2008. Outside of her advisory role, she serves as president of the Women’s Ministry and co-chair of Women’s Day at St. Paul AME Church. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored advice across multiple program types and manages predominantly non-discretionary assets, particularly focusing on retirement investors and plan sponsors within an integrated New York Life affiliate structure.
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