Iain Mckinney is a financial advisor at William Blair with 15 years of industry experience. He holds a Series 66 designation and has been with William Blair & Company since 2010. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm follows an active, research-driven approach across multiple asset classes and provides proprietary models, third-party sub-advisers, and access to private funds and co-investment opportunities.

David McGuffey is a financial advisor at Goldman Sachs Wealth Services with 11 years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs since 2019, following seven years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm combines strategic allocation models, manager selection, and both discretionary and non-discretionary implementations, leveraging its integration with Goldman Sachs affiliates to offer a wide range of investment and advisory services.

Brad Goldberg is a financial advisor at Citigroup Global Markets with 33 years of industry experience. He has been with Citigroup Global Markets since 2007 and holds Series 63 and Series 65 designations. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and activity as a swap dealer and futures commission merchant.

Thomas Thibeault is a Series 66-credentialed financial advisor with 13 years of industry experience. He has been with William Blair since 2015. Outside of his advisory role, he coaches individuals in lacrosse skills and conditioning through Athletes Academy. 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 asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Robert Malek is a financial advisor with PlanMember Securities Corporation in Chicago, IL, holding Series 63 and Series 65 credentials and 43 years of industry experience. His career includes roles with Prosperity Wealth Advisors, Cambridge Investment Research, and operating his own firms, Malek Wealth Advisors and Robert Malek Insurance. He is also president of Priority Retirement Solutions, a banking and tax entity supporting financial advisory services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios, supplemented by education and support services for plan sponsors and participants.

Luigi Mancusi is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His work history includes positions at Oppenheimer, Wintrust Investments LLC, Great Lakes Advisors, LLC, and Northern Trust Securities, Inc. Sanctuary Advisors, LLC serves a broad client base including individuals, corporations, pension plans, trusts, estates, and charitable organizations through a network of over 400 independent adviser representatives. The firm offers a range of services such as portfolio management, financial planning, and retirement plan consulting, employing various investment approaches and acting as a fiduciary under written advisory agreements.

Jason Mudrock is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following six years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual and high-net-worth clients, as well as corporate and institutional participants. The firm utilizes centralized investment resources and tailored strategies, offering services through both direct and partner-based programs within a large integrated financial group.

Michael Jones is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His career includes roles at Ameritas Investment Company, LLC and GWM Advisors, LLC. Jones is also involved with Friese Financial Advocates, where he provides financial advisory services and assists with marketing. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of portfolio construction methods and program platforms, combining firm-developed and third-party models with a broad range of investment products.

Thomas Herzing is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has been with Mercer since 2015. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor tilts, supported by various implementation options and a range of affiliated service lines.

Meya Myrick is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and two years of industry experience. Prior to joining Goldman Sachs, she held positions at Dean Dorton, Gap Inc, and American Eagle Outfitters. Outside of advising, she works part-time coaching fitness classes for Solidcore in Chicago. Goldman Sachs Wealth Services provides financial planning and portfolio management to a broad client base including individual investors, executives, plan sponsors, and institutional clients. The firm utilizes strategic and tactical allocation models along with proprietary analytics and offers access to a wide range of services and alternative investments.

Alisa Zufall is a CFP®-certified financial advisor at Mercer Global Advisors Inc. with 24 years of industry experience. She has held positions at WisdomTree Asset Management, Foreside Fund Services, LPL Financial, and operated Growth Path Consulting, LLC. Zufall serves as an independent trustee for Tidal ETF Services, LLC. Mercer Global Advisors provides investment advisory and comprehensive financial planning services to individuals, families, small business owners, plan sponsors, foundations, and non-profits. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and other investment options, alongside specialized services and educational programming.

Victor Champney is a financial advisor with Transamerica Financial Advisors, holding Series 63, 65, and 66 licenses and bringing 17 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and is also involved with The UTC Tax Busters and Inheritguard, LLC. Outside of finance, he operates a music studio, provides music lessons, and performs as a member of a musical band. Transamerica Financial Advisors serves a wide range of clients including individuals, employer-sponsored retirement plans, trusts, and charitable organizations. The firm delivers advisory services primarily through model portfolios and third-party managers, supported by a large advisor network and multiple program platforms.

Nicholas Costa is a CFP® professional with two years of industry experience. He is currently affiliated with Wealth Enhancement Advisory Services, LLC and previously worked at Vermillion Financial Advisors. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and utilizes a diversified investment process combining passive and active managers with quantitative, momentum, and fundamental analysis.

Brian Shevitz is a financial advisor at Mesirow Financial Investment Management, Inc. with 33 years of industry experience. He has been with Mesirow Financial since 1995 and holds Series 63 and Series 65 licenses. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to private individuals, pension and profit-sharing plans, government entities, charitable organizations, and other institutional clients. The firm employs both third-party managers and proprietary private investment products, applying quantitative and qualitative due diligence across a broad range of asset classes.

Robert Kuras is a financial advisor with Fifth Third Securities, Inc., holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. His prior roles include positions at Bank of America, Merrill, and TDAmeritrade. In addition to his advisory work, he has been involved with Spice Daddy Inc. for over two decades. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services, offering a range of portfolio management programs via the Passageway Managed Account platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with a broad client base including high-net-worth individuals, corporations, and trusts.

Ian V Venturini Barbosa is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 designation. He has been with Goldman Sachs since 2025 and has prior experience at Morningstar, Inc. and various educational institutions including Lake Forest College. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models, manager selections, and a range of fee arrangements, supported by proprietary analytics and integration with the broader Goldman Sachs ecosystem.

David Mcgranahan is a financial advisor at Focus Partners Wealth, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Kovitz Investment Group Partners, LLC and Relative Value Partners Group, LLC. Mcgranahan serves on the investment committee for Congregation Sukkat Shalom’s endowment fund and is an independent member of the Board of Managers for Prairie Management Group, a family office. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds.

Ethan Madura is a financial advisor at Janney Montgomery Scott with a Series 66 designation and four years of industry experience. Prior to joining Janney in 2026, he worked at Wells Fargo Clearing for five years. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Merrick Robison is a financial advisor at Guardian Life with one year of industry experience. He holds the Series 66 designation and has worked at Guardian Life and Park Avenue Securities since 2024. Outside of his advisory role, he operates a non-investment-related business called Merrick R - Rover Services. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through a combination of advisor-led discretionary management and model-based strategies, utilizing proprietary programs and third-party platforms.

Dane Sauer is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Schaumburg, IL. He has been with Mercer since 2016 in various roles. Mercer Global Advisors provides investment advisory and financial planning services to individuals, families, small business owners, plan sponsors, and non-profits. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and other strategies, and offers a broad range of specialized services including retirement plan consulting and family office solutions.