Steven Schaumberger is a financial advisor at TLG Advisors, Inc. with 33 years of industry experience. His prior work includes roles at Winged Keel Group, NFP, and The Leaders Group dba Simplicity Investments. He is also actively involved in community and professional organizations, serving as president of the Harvard Business School Club of Chicago and holding board and volunteer roles with several local organizations. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm employs a manager selection and monitoring process grounded in fundamental analysis and Modern Portfolio Theory, offering both sub-advisor managed portfolios and a direct-to-consumer digital program called Starlight Portfolios.

Stephen Curry is a CFP® with 20 years of industry experience, currently serving as an Investment Advisor Representative at Kestra Advisory Services, LLC since 2016. He has been affiliated with Kestra Investment Services, LLC since 2007. Outside of his advisory role, he acts as a trustee for his parents’ trusts. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, compliance testing, and employee education. The firm manages substantial assets, serves large institutional investors including sovereign wealth funds, and supports multiple management platforms and third-party solutions.

Allen Hinkelman Jr. is a financial advisor at William Blair with 35 years of industry experience. He has been with William Blair & Company L.L.C. since 1990. He holds Series 63 and Series 65 credentials. William Blair’s Private Wealth Management division provides discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients. The firm employs an active, research-driven approach across various asset classes and offers proprietary models, third-party sub-manager access, and private fund investment opportunities.

Matthew Wechsler is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds a Series 66 designation and has previously worked with Vernon Township, Miami University, and Adlai E. Stevenson High School. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm provides tailored financial planning and portfolio management supported by proprietary analytics and strategic investment models, with access to a broad range of affiliated capabilities across the Goldman Sachs ecosystem.

Joshua Larson is a CFP® professional with nine years of industry experience. He is currently with Corient, where he has worked in various capacities since 2022, and previously held roles at Balasa Dinverno Foltz LLC and Sebold Capital Management. 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 uses a goals-based investment approach combining proprietary strategies and third-party managers, supported by continuous portfolio monitoring and advanced risk management tools.

Heather Fairbanks is a CFP® and ChFC® with 35 years of experience in the financial services industry. She is currently with Beacon Pointe Advisors, LLC and Beacon Pointe Insurance Services, LLC, where she has worked since 2023. Her prior experience includes roles at FSC Securities Corporation and Michigan Financial Advisors Corp, with additional time at Strategic Financial Designs, Inc. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a wide range of clients, including high-net-worth individuals and institutional investors. The firm utilizes a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private assets.

Laura Min Proctor is a financial advisor with William Blair in Evanston, IL, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has worked at William Blair since 2016 and concurrently at JPMorgan Chase since 2008. 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-investments.

Robert Wolchuk is a financial advisor with SPC in Chicago, Illinois, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Sigma Financial Corporation since 2011. In addition to his advisory work, Wolchuk provides tax preparation, accounting, and bookkeeping services through his CPA practice. SPC serves individual clients, charitable organizations, corporations, and retirement plans with a range of portfolio management, financial planning, and ERISA-related services. The firm combines discretionary and nondiscretionary management approaches and supports co-advisor relationships with third-party managers while maintaining formal compliance and succession protocols.

Lilly Adelstein is a Series 66-registered advisor with Goldman Sachs Wealth Services, based in Deerfield, IL, with one year of industry experience. Her background includes multiple roles at Goldman Sachs & Co. LLC and The Ohio State University. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm integrates a broad range of investment capabilities and employs both discretionary and non-discretionary strategies supported by advanced analytics and proprietary tools.

Frank Diebold Jr. is a Series 65 credentialed advisor with 27 years of industry experience. He currently works with Cetera Planning Partners and previously spent over two decades at Honkamp Krueger Financial Services, alongside operating Diebold & Associates since 1978. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm provides investment management and comprehensive financial planning, including Social Security optimization, tax planning, estate planning, and related ancillary services.

Pierce Kaufman is a financial advisor with Goldman Sachs Wealth Services based in Deerfield, IL. He holds a Series 66 designation and has six years of industry experience, including previous roles at The Ayco Company, L.P./Mercer Allied and Hoover & Associates Financial Services. Goldman Sachs Wealth Services advises a diverse client base that includes individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management supported by specialized programs, strategic allocation models, and access to alternative investments.

Thomas Wilson Jr. is a financial advisor with William Blair, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience since joining the firm in 1991. He is based in Wilmette, IL. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals—including high-net-worth clients—as well as foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Linda Wieczorek is a Series 66-licensed financial advisor with nine years of industry experience. She currently works at Mercer Global Advisors Inc. and has held positions at The Colony Group, Buckingham Strategic Wealth, and several other firms. Linda holds active life, health, and variable contracts insurance licenses. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a globally diversified investment approach grounded in Modern Portfolio Theory and utilizes a combination of low-cost funds, separate account managers, and private fund platforms.

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.

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 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 Slovin is a financial advisor at &PARTNERS with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing, Morgan Stanley, and UBS Financial Services. Outside of his advisory role, he serves as a volunteer board member and president of Rebecca’s Dream, a charity focused on mental health advocacy and suicide prevention, and authored a self-published book titled *Better Listening*. &PARTNERS serves a diverse clientele including high-net-worth individuals, retirement plans, and institutions, offering investment management, financial and tax planning, and retirement-plan consulting. The firm utilizes a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies, with accounts managed either directly by advisors or through selected third-party managers.

Dylan Hernandez is a financial advisor at Fifth Third Securities, Inc. based in Chicago, IL, with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Valic Financial Advisors and Citigroup Global Markets. He has been with Fifth Third Securities and Fifth Third Bank since 2021. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, 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.

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 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.