Michael Garrison is a CFP® and CFA® with eight years of experience in the financial services industry. He is currently with Focus Partners Wealth, LLC and previously worked at Kovitz Investment Group Partners, Strategic Wealth Partners, BMO Harris Bank NA, and Chicago Wealth Management, Inc. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a wide range of 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 within an enhanced open architecture framework.

Emily Sobut is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 17 years of industry experience. She has worked at Goldman Sachs since 2021 and previously spent 13 years at The AYCO Company, L.P./Mercer Allied. Outside of her advisory role, she serves as a brand ambassador for AM Golf Trips, a sports organization based in Chicago. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, offering tailored solutions such as executive wealth management, retirement plan education, and private family office support.

Chad Cook is a CFP® and ChFC® with 19 years of industry experience. He is currently an advisor at Allworth Financial, L.P. and AW Securities, having previously worked at Wealth Enhancement and COUNTRY-affiliated firms, as well as TIAA and Principal Financial Services. Outside of his advisory role, he serves as president of Cook Family Rentals, LLC. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers comprehensive financial planning and portfolio management, utilizing both quantitative and qualitative analysis to implement customized investment strategies across multiple asset classes.

Lisa Hanley is a financial advisor at Lincoln Investment with one year of industry experience. She holds a Series 66 designation and previously worked at James Noe and in roles outside the financial services industry, including media companies Jun Group and Bazaarvoice. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting with a strategic investment approach supported by an in-house Investment Management & Research team and multiple third-party managers.

Michael Sirvinskas is a financial advisor at William Blair with 39 years of industry experience. He has been with William Blair & Company L.L.C. since 1993 and holds Series 63 and Series 65 credentials. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides proprietary models, third-party sub-advisers, and access to private funds through its MB Investments Program.

Lindsay Foster is a financial advisor at Kestra Advisory with 16 years of industry experience. She holds a Series 63 designation and has previously worked at Calamos Financial Services LLC for 17 years before joining Kestra Investment Services, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients, offering a range of services including fiduciary consulting, plan design, and due diligence-supported investment recommendations. The firm serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Charis Ellis is a financial advisor with Commonwealth Financial Network in Wheaton, IL, holding CFP® and Series 66 designations. She has 11 years of industry experience, including roles at Edward Jones and Timothy Financial Counsel, Inc. Charis also serves as an event coordinator for College Church in Wheaton, organizing weddings and other church events on an as-needed basis. Commonwealth Financial Network is a national dual-registered broker/dealer and SEC-registered investment adviser supporting approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a comprehensive platform that includes managed-account programs, third-party asset manager access, and custody/clearing services.

Adam Larson is a CFA® charterholder with 18 years of industry experience. He is currently with Corient, where he has worked since 2022, following previous roles at Balasa Dinverno Foltz LLC and Savant Capital Management. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and employs risk management tools alongside alternative investments where appropriate.

William Buhr is a CFA® charterholder with 13 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at JPMorgan Chase Bank NA, J.P. Morgan Securities LLC, and Wells Fargo Advisors. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a broad client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting through a combination of passive and active investment strategies overseen by an internal Investment Committee.

Jeffrey Stensland is a financial advisor with Kestra Advisory who holds the PFS™ designation along with Series 63 and Series 65 licenses. He has 35 years of industry experience, including over 20 years with Kestra Investment Services and a decade at Kestra Advisory. Outside of his advisory role, he serves as president of AFS Group Ltd., which provides administrative support. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including large plan sponsors. The firm provides services such as fiduciary consulting, plan design, and investment advisory, with a client base that includes sovereign wealth funds and other large investors.

Douglas Clermont is a financial advisor with TLG Advisors, Inc., holding a Series 63 designation and 26 years of industry experience. His prior roles include positions at The Leaders Group, Inc., GBS Insurance & Financial Services, Principal Life Insurance Co., and PrinCor Financial Services. He is also licensed as an outside insurance agent, selling fixed life, fixed annuities, disability, long-term care, and health insurance. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services. Its approach combines fundamental analysis and Modern Portfolio Theory, with a direct-to-consumer program called Starlight Portfolios that uses risk questionnaires to customize portfolios reviewed quarterly.

Frank Schoen is a financial advisor with Transamerica Financial Advisors in Hoffman Estates, IL, holding Series 63 and Series 65 credentials and 27 years of industry experience. He is the owner of The Force Agency, Inc. and S2C Tax & Accounting Services LLC, where he provides tax preparation and accounting services. Schoen has been with Transamerica Financial Advisors since 2012. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with a range of proprietary and third-party investment models in discretionary and non-discretionary programs.

Ashley Seubert is a CFP® and holds a Series 65 license with 17 years of industry experience. She has worked at Focus Partners Wealth, LLC since 2026 and previously spent 10 years at Strategic Wealth Partners Group LLC and 7 years at Strategic Wealth Partners, LLC. She is also associated with Kovitz Investment Group Partners, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and investment advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Thomas Marx is a financial advisor at William Blair with 41 years of industry experience, including 31 years at William Blair & Company L.L.C. He holds Series 63 and Series 65 designations. William Blair’s Private Wealth Management division serves individuals, foundations, pension plans, and corporate clients through discretionary and non-discretionary investment management and financial planning. The firm utilizes an active, research-driven approach across multiple asset classes and offers proprietary models and access to private funds and co-investment opportunities.

Craig Morgan Jr. is a Series 66-credentialed financial advisor at Benjamin F. Edwards & Company, Inc. with 20 years of industry experience. He has worked at Benjamin F. Edwards since 2017 and previously held positions at Stifel Nicolaus & Co Inc, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a network of more than 500 advisors. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary managed solutions that combine proprietary and third-party strategies.

William Howson is a CFP® with ten years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2025. His prior roles include four years at HighTower Securities LLC and Bank of America, as well as experience at Merrill and The Vanguard Group. Mariner serves a diverse client base that includes individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal investment team and third-party managers, and provides enhanced tax and accounting integration as well as family office and employer financial wellness solutions.

James Alexander is a Certified Financial Planner (CFP®) with 16 years of industry experience. He is currently with Cerity Partners LLC and has previously worked at Edge Portfolio Management, TD Ameritrade Investment Management, and Scottrade. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, foundations, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and uses a client-specific investment framework that combines proprietary quantitative screening and manager selection with access to alternative and private market solutions.

Ethan Shack is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds the Series 66 designation and has worked previously at Advantage xPO and JCC Chicago, among other roles. 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 services through a combination of discretionary and non-discretionary managers within a large integrated financial group.

Robert Strobel III is a CFP®-credentialed financial advisor with 36 years of industry experience. He currently works at Benjamin F. Edwards & Company, Inc., where he has been since 2021. His prior experience includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He serves as a board member for the Towne Place West Homeowners Association in Schaumburg, Illinois. Benjamin F. Edwards & Company is an integrated 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 services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management consulting using proprietary and third-party strategies.

Cory Rappaport is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds the Series 66 designation and has worked previously at Kovitz Investment Group Partners, Strategic Wealth Partners, Morgan Stanley, and RSM US LLP. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, tax planning, retirement consulting, and access to private and registered pooled investment vehicles. The firm employs a long-term, tax- and fee-sensitive approach that combines active and passive strategies under an enhanced open architecture framework.