Donna Gordon is a Series 66-licensed financial advisor with Independent Financial Partners, bringing 14 years of industry experience. She previously worked at Signature Financial Services, Ltd and Signature Advisors Group before joining Independent Financial Partners in 2019. Independent Financial Partners is a nationwide enterprise providing investment advisory, financial planning, trust, and retirement-plan services through a network of approximately 261 independent advisors. The firm offers a decentralized advisory model with options for discretionary and non-discretionary account management, and it is notable for its formal retirement-plan advisory and pension consulting capabilities.

James Argentine is a CFP® professional with 17 years of industry experience, currently serving as an advisor at SPC since 2014. He also operates as an independent insurance agent specializing in life, accident, and health insurance, and runs a sole proprietorship under the name Prospective Financial. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans, offering portfolio management, financial planning, and ERISA-related retirement services through a network of over 460 advisers managing approximately $5.66 billion in assets.

Robert Cullen is a CFP® professional with 19 years of experience in the financial services industry. He is currently with PNC Wealth Management and has previously worked at Ameriprise, Edward Jones, Citibank, BMO Wealth Management, and Fifth Third Bank. Outside of his advisory role, he is a co-owner of The Bet Exchange LLC, a software development company holding two patents. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that utilizes algorithmically selected risk profiles and invests in mutual funds and ETFs with annual rebalancing.

Elvira Aldana is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has worked at American Equity since 2022 and has been with Transamerica Financial Advisors and Wfgia since 2016 and 2015, respectively. Aldana is also the president and CEO of Aldana Financial Group LLC, which provides management and sales of life, annuities, long-term care, and health disability insurance products. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm’s advisory model primarily uses model portfolios and third-party managers, supported by multiple program platforms such as Transamerica ONE and TFA365, with regulatory assets under management of about $1.7 billion.

William Farkas is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds the Series 66 designation and has previously worked at Indiana University and Mill Ridge Wealth Management, LLP. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, utilizing strategic allocation models and proprietary analytics within the broader Goldman Sachs ecosystem.

Anthony Ceffalio is a financial advisor at NewEdge Advisors with a Series 66 designation and two years of industry experience. His prior work includes roles at LPL Financial and several other companies outside the financial sector. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Matthew Horne is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Fifth Third Securities and Fifth Third Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, and its scale and market roles include in-house research, swap dealing, and futures commission merchant activities.

Scot Peterson is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. He has been with Benjamin F. Edwards since 2013. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment management solutions that include firm-developed and third-party model strategies with oversight from an Investment Strategy Committee.

Arvinder Kochar is a financial advisor with Kestra Advisory in Glenview, IL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at GWFS Equities, Inc. for nine years before joining Kestra Advisory and related affiliated firms in 2019. Kochar also serves as a Registered Field Assistant for IPPFA Benefits, providing administrative and customer service support. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, providing services including fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and offers access to multiple management platforms and third-party solutions.

Arinola Afolabi is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, she held positions at Piper Sandler and worked at the University of Illinois at Urbana-Champaign. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients, providing financial planning, portfolio management, and specialized programs such as Private Family Office and Executive Wealth services. The firm utilizes strategic allocation models, manager selections, and operational tools including tax-aware techniques and proprietary analytics to tailor portfolios to client objectives.

Justin Draper is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Citigroup since 2017 and previously held roles at J.P. Morgan Securities and JPMorgan Chase Bank NA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and is notable for its large institutional scale and unique market roles, including derivatives and futures services.

Kurt Wittmeyer is a CFP® professional with seven years of industry experience, currently serving at Corient. His prior roles include positions at Balasa Dinverno Foltz LLC and Northern Trust. He also mentors young adults through 3rd Decade, providing guidance on personal financial planning. Corient offers investment advisory and financial planning services to a diverse clientele, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools to align portfolios with client objectives.

Nivene Al Ibrahim is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co LLC since 2022. Prior to her financial advising career, she held various roles including positions at the University of Wisconsin-Madison and in the retail and hospitality sectors. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, leveraging integrated financial group capabilities and a range of discretionary and non-discretionary management strategies.

Gidon Neuman is a financial advisor at &PARTNERS with a Series 66 designation and one year of industry experience. His prior work includes roles at 3826 Ventures LLC, Illinois Urgent Care LLC, and Cagan Management Group. &PARTNERS serves a wide range of clients including individual investors, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services, financial planning, ERISA consulting, and investment banking, utilizing both proprietary and third-party investment strategies through platforms such as Envestnet.

Thomas Collar is a CFP® professional with 14 years of industry experience. He has worked at Balasa Dinverno Foltz LLC for 13 years and has been with Corient and its affiliated entities since 2022. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that incorporates internal strategies, third-party managers, and risk management tools, with distinctive capabilities in private fund offerings and affiliated trust and broker-dealer services.

Christopher Hill is a CFP® and CFA® charterholder with nine years of experience in the financial services industry. He is currently an advisor at Wealth Enhancement Advisory Services, LLC, where he has worked since 2023. His prior experience includes roles at LPL Financial, LaSalle Investment Management Distributors, LLC, Invesco, and Aon. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process that combines passive and active management across multiple risk classes, supported by an internal Investment Committee and quantitative and fundamental research.

Cory Eagerman is a financial advisor at Creative Planning with Series 66 and Series 65 credentials and five years of industry experience. His prior roles include positions at Iron Financial and Morningstar Financial, where he worked for three and eleven years, respectively. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, along with supplementary techniques such as tax-loss harvesting and selective private market exposure.

John Dewald is a financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. He holds a Series 66 designation and has previously worked at The AYCO Company, L.P./Mercer Allied, Wayne Hummer Investments LLC, and Axa Advisors, LLC. Dewald is based in Deerfield, Illinois. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management supported by strategic allocation models and access to specialized programs such as Private Family Office services and Alternative Investments.

George Pantazis is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Lincoln Investment since 2025. His prior roles include positions at Charles Schwab & Co., Inc. and Icma Retirement Corporation. Lincoln Investment serves individuals, charitable organizations, businesses, and many employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and manages a mix of in-house and third-party investment strategies overseen by a dedicated Investment Management & Research team.

Lindsey Holton is a financial advisor at William Blair with 16 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has been with William Blair since 2015. 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-investment opportunities.