Jeffrey Mauritzen is a CFP® professional with 25 years of industry experience, currently affiliated with Principal Financial Services. His prior roles include long-term positions at Farmers Insurance Group and Farmers Financial Solutions, as well as ownership of the Jeffrey R Mauritzen Insurance Agency DBA 3 Point Financial. He is also active as a mortgage loan originator with Team USA Mortgage. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Amira Garwood is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and one year of industry experience. Her prior work includes roles at Fidelity Investments and Robert W. Baird, as well as academic experience at Purdue University. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm employs strategic and tactical allocation models and offers a range of advisory services, leveraging integrated capabilities across the broader Goldman Sachs network.

Anupama Gupta Ortiz is a financial advisor with Fifth Third Securities, Inc. in Hoffman Estates, IL, holding a Series 66 designation and 25 years of industry experience. She has been with Fifth Third Securities and Fifth Third Bank since 2005. Outside of her advisory role, she is involved in cosmetic sales as an administrative assistant and participates occasionally as a mystery diner for a Chicago-based restaurant. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Adam Simoncelli is a CFA® charterholder and holds a Series 65 license, with two years of industry experience. He has worked at Mariner since 2025 and previously was employed at Cerity Partners LLC, Seabold Capital Management LLC, the National Futures Association, and Northwestern Mutual. Mariner serves a wide range of clients including individuals, pension and profit-sharing plans, trusts, estates, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party managers to implement customized discretionary portfolios and provides integrated tax and accounting services alongside traditional portfolio management.

Steven Block is a ChFC® credentialed financial advisor with 17 years of industry experience, currently affiliated with Eagle Strategies (NY Life). He also operates Blockwall Strategies, Inc., a business involved in selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm primarily manages assets on a non-discretionary basis and offers tailored advisory solutions integrated with New York Life insurance and annuity products.

Norman Janis is a financial advisor with Eagle Strategies (NY Life) based in Deerfield, IL. He holds a Series 66 designation and has 20 years of industry experience. Since 2014, he has also served as a youth ice hockey coach for the Glenview Stars Hockey Organization. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and plan sponsors. The firm offers financial planning, investment management, and retirement-plan advisory services, with a focus on tailored recommendations and non-discretionary asset management within an integrated New York Life affiliate structure.

Dennis Zaslavsky is a financial advisor with Clearstead and holds a Series 65 designation. He has two years of industry experience and has worked at Clearstead Advisors since 2025. Prior to that, he was with Waveland Family Office and Waveland Investments, where he spent over two decades. Since 2024, he has served as a Director on the Audit Committee for the Cion Grosvenor Infrastructure Fund. Clearstead serves affluent private clients and institutional investors, providing investment management, financial planning, tax planning, family office administration, and consulting services. The firm employs institutional investment disciplines and offers a range of portfolios including mutual funds, ETFs, alternative investments, and a proprietary Direct Indexing strategy.

Erin Bonucchi is a CFP® professional with six years of experience in financial advising. She has been with Mariner Wealth Advisors since 2018, following three years at Capstone Financial Advisors, Inc. Erin is based in Oakbrook Terrace, IL. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and tax services. The firm uses discretionary, customized portfolios supported by an internal investment team and third-party managers, and offers integrated tax, accounting, and family office services alongside traditional portfolio management.

Todd Oldham is a CFP® with 21 years of industry experience, currently affiliated with Eagle Strategies (NY Life) in Deerfield, IL. He has been with Eagle Strategies since 2009 and previously worked at Oakwell Financial Partners from 2017 to 2019. Outside of financial advising, he is also a practicing physician. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, operating within the integrated New York Life affiliate structure.

John Smith is a CFP® professional with 25 years of industry experience. He has worked at Balasa Dinverno Foltz LLC for 22 years prior to his current roles at Corient and its affiliates since 2022. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and alternative investments when appropriate.

Maria Fessler is a financial advisor with Ameritas Advisory Services, LLC and holds Series 63 and Series 66 designations. She has 28 years of industry experience, including prior roles at Mass Mutual Investors Services, MetLife Securities, Wells Fargo Clearing, and Old Mutual Capital. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and consulting services, utilizing model portfolios, mutual funds, ETFs, interval funds, and individualized strategies across multiple program platforms.

Anna Kurzydlo is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. She holds a Series 66 designation and has been with Goldman Sachs and its affiliates since 2022. Outside of her advisory role, she has been involved with Swimmers for Life since 2014. Goldman Sachs Wealth Services serves a diverse client base that includes individual investors, corporate participants, executives, and institutional clients. The firm provides tailored financial planning and portfolio management supported by strategic allocation models, manager selections, and a range of fee and platform options, leveraging the broader Goldman Sachs ecosystem for expanded product access and specialized services.

Christopher Larrabee is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2016. His prior experience includes roles at Stifel, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He also dedicates time as an agent for his step-mother in an investment-related capacity. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including financial planning, investment management, brokerage, and M&A advisory, utilizing both proprietary and third-party strategies with dedicated equity and fixed-income trading desks.

David Berendt is a financial professional at Lincoln Investment with three years of industry experience. He holds the Series 66 designation and has worked at Lincoln Investment since 2023. Outside of his advisory role, he serves as a small groups coach for the Boomerang Project, teaching educators how to facilitate mentoring programs for high school students. Lincoln Investment Planning, LLC is an enterprise advisory and broker-dealer serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm provides financial planning, portfolio management using strategic model portfolios and third-party managers, and maintains a history of serving educators and participants in 403(b) and 457(b) programs.

Bilal Hamideh is a Series 66 licensed financial advisor with Bankers Life Advisory Services, Inc. He has two years of industry experience and has held roles at several affiliated entities including Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. Outside of advisory work, he manages a sales team and is involved in training and supervising agents in insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management along with retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management consistent with clients’ goals and risk tolerances.

William Parrilli is a financial advisor with Benjamin F. Edwards & Company, Inc. in Wheaton, Illinois, holding Series 63 and Series 66 licenses and possessing 44 years of industry experience. His prior roles include positions at A. G. Edwards & Sons, Inc. and Wells Fargo Clearing. Parrilli serves as a board member of the Northern Illinois Shooters Association, where he organizes matches and oversees scoring. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm offers a range of services including advisory programs, financial planning, investment management, and brokerage services, utilizing proprietary and third-party strategies across equity and fixed income portfolios.

Jacob See is a financial advisor at NewEdge Advisors with three years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, Napa Auto Parts, North Central College, and Hampshire High School. Outside of advising, he provides tax preparation and accounting support through Midwest Small Business Accounting and Tax. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers comprehensive portfolio management, financial planning, retirement consulting, and access to third-party managers through multiple program structures supported by centralized due diligence and technology tools.

Alexander Fernbach is a CFP® professional at Benjamin F. Edwards & Company, Inc. with three years of industry experience. His prior work includes roles at Schumann Financial, CETERA Financial Specialists LLC, JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. Benjamin F. Edwards & Company is a broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of advisory and brokerage services, including managed solutions that utilize proprietary strategies and third-party models across equity and fixed income portfolios.

Marta Krupa is a financial advisor with PNC Wealth Management in Elgin, IL, holding Series 63 and Series 65 credentials and 17 years of industry experience. She previously worked at PNC Investments LLC for 10 years before joining PNC Wealth Management in 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary model account available to select employees that uses algorithmic risk assessment and approved model strategies managed by PNC or third parties.

Jesse Szlaga is a CFP® professional with 11 years of industry experience, currently advising at Mariner. Prior to joining Mariner, he worked at OFM Wealth and previously at Mariner Wealth Advisors. Mariner serves a diverse client base, including high-net-worth individuals, retirement plans, trusts, and corporations, offering investment management, financial planning, and specialized services such as tax coordination and employer financial wellness programs. The firm utilizes discretionary, customized portfolios supported by an investment committee and combines in-house research with external managers and platforms.