William Maniscalco is a financial advisor at Mesirow Financial Investment Management, Inc. with 35 years of industry experience. He has been with Mesirow Financial since 1998. Maniscalco holds Series 63 and Series 65 designations and is a member of both the Italian American Chamber of Commerce and the Italian American Political Coalition. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to a diverse client base including private individuals, pension and profit-sharing plans, government entities, and charitable organizations. The firm employs a disciplined investment approach with access to both proprietary private investments and third-party managers.

Fredric Hoffman is a financial advisor at Fifth Third Securities, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2009. Fifth Third Securities serves a diverse client base, including individuals, high-net-worth clients, and institutional entities, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers on the Passageway Managed Account Platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides various investment strategies, including mutual fund and ETF models, separately managed accounts, tax-overlay services, and direct indexing.

James Galiger is a CFP® with 36 years of industry experience, currently affiliated with SPC. He has worked at Sigma Financial Corp since 2001. Outside of his advisory role, he assists with his spouse's event business as a bartender and server. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large network of advisors delivering tailored, discretionary advice and offers multiple account programs through Fidelity/NFS custody and execution.

Dominic Ruggerio Jr. is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. Dominic has held multiple roles within the Bankers Life organization since 2013, including managing a team of insurance agents responsible for hiring and training. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm utilizes fundamental, technical, and cyclical analysis to create tailored asset allocations across various securities, often incorporating affiliated broker-dealer and insurance services.

Christopher Zajac is a financial advisor at Goldman Sachs Wealth Services with 14 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following an eight-year tenure at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and model portfolios while providing tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Garrett Dahm is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been providing financial guidance since 2017. He specializes in developing strategies and offering advice tailored to the short- and long-term financial objectives of individuals, families, and businesses. As a qualified Portfolio Manager, Garrett manages discretionary Personalized and Defined Strategies that may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment options. His areas of focus include family wealth management, services for endowments, foundations, and non-profits, liquidity management, retirement planning, portfolio management, tax minimization, and strategies for sports and entertainment clients. Garrett earned a Personal Investment Advisor (PIA) designation. He completed his high school education at Prospect High School and attended Harper College without earning a degree. Outside of his professional role, Garrett has a background in classical guitar, having performed solo and with orchestras worldwide since the age of four. Notably, he performed in multiple cities in Australia during the opening ceremonies of the 2000 Olympics. He lives in Mt. Prospect with his wife Tanya and their son Jace. His personal interests include golfing, ice hockey, practicing guitar, and spending time with his family.

Scott Omansky is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he is an unpaid associate at Component Solutions Inc., a wholesale and distribution business based in Illinois, which he is currently planning to transition for sale or closure. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and global market estimates while generally acting in an advisory capacity without providing individual security recommendations in standalone planning services.

Alexander Summers is a Series 66 licensed financial advisor with four years of industry experience, currently with Fidelity Investments. Before joining Fidelity, he worked at Ben Moore Legacy Group, Merrill, Bank of America, and Bankers Life and Casualty. Outside of finance, he is a partner in Tim's Removal & Restoration LLC, organizing contractor labor for home improvement projects related to his family business. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, with a focus on systematic methodologies and long-term asset allocation.

Mark Silbert is a financial advisor at Ameriprise Financial Services with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Mark Lefevre is a financial advisor with LPL Financial in Palatine, IL, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. His career includes roles at B. Riley Wealth Advisors, B. Riley Wealth Management, and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Meeta Vakil is a Certified Financial Planner (CFP®) with 17 years of industry experience. She has worked at J.P. Morgan Securities since 2014, with prior experience at Wells Fargo Clearing, A.G. Edwards & Sons, Inc., and Morgan Stanley & Co. LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research and incorporates an ESG eligibility framework.

Kevin Nagasawa is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley for nine years before joining Merrill in 2025. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Tutt is a financial advisor at Fidelity with Series 63 and Series 65 licenses and one year of industry experience. He previously worked at Thrivent Financial, Thrivent Investment Management Inc, Bank of America, and PNC Bank NA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and advisor to multiple registered investment companies, with a focus on systematic methodologies and oversight controls.

Helen Ku is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 65 designations and has worked at various Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process and is noted for its advisory role to registered investment companies and use of systematic methodologies.

Kevin Marpaung is a financial advisor with Merrill in Schaumburg, IL, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Merrill and Bank of America, N.A. since 2014 and was previously with Equitable Advisors for one year. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

August Negele is a financial advisor with Thrivent Investment Management in Grayslake, IL, holding a Series 66 credential and three years of industry experience. Prior to joining Thrivent, he worked in real estate as a data analyst and agent with Keller Williams and other brokerages. He continues to provide real estate data analysis on a contract basis alongside his financial advisory role. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm provides written recommendations across various financial topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

Adrian Byrd is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Fidelity Investments, E*TRADE Capital Management, Scottrade, and JP Morgan Securities. Byrd is based in Northbrook, IL. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary SMA portfolios, offering integrated brokerage, custody, and advisory services.

Emmett Burnside is a financial advisor at UBS Financial Services with Series 66 credentials and approximately one year of industry experience. His background includes various roles in education and other fields prior to joining UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to capital markets and proprietary research.

James Kendzior is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016. The firm serves individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. Wells Fargo Advisors operates at a large scale with over 14,000 financial advisors and approximately $671 billion in assets under management, providing both brokerage and advisory solutions.

Alexander Horwitz is a financial advisor at Edward Jones with nine years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2017. Prior to his advisory career, he attended Illinois Wesleyan University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large national network of advisors and branch offices.