Mark Friese is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes roles at Ameritas Investment Corp, Canvas Financial, and Friese Financial Advocates, Inc., which he owns. Outside of advising, he is involved in marketing for financial services through FFA Sports Management and is a partner in an LLC managing a recreational water ski lake. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies with a focus on both individual clients and plan sponsors.

Yadira Alvarado is a financial advisor at Fifth Third Securities, Inc. with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fifth Third Securities since 2007. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, offering a range of discretionary managed-account programs and distinctive features such as direct indexing and tax-overlay services.

Chin Hui Su is a financial advisor at &Partners with 23 years of industry experience and holds a Series 66 designation. Prior to joining &Partners in 2025, Su worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined ten years. Su serves as President of the Taiwanese American Chamber of Commerce of Greater Chicago and Vice President of the Taiwanese Chambers of Commerce of North America, focusing on promoting business development and strengthening U.S.-Taiwan business relations. &Partners is an enterprise firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services utilizing proprietary models and third-party managers, and is notable for its combined broker-dealer and RIA roles along with a range of financial and investment services.

Ronald Dickstein is a financial advisor with Eagle Strategies (NY Life) based in Deerfield, Illinois. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. His career includes roles at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company. He is also licensed as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and manages the majority of its assets on a non-discretionary basis.

Zachary Barry is a financial advisor at Goldman Sachs Wealth Services with 19 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following a 16-year tenure at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides 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 leverages centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with access to a broad range of affiliated financial products and programs.

Heidi Goetting is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and bringing 32 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021, following a 27-year tenure at Mercer Allied Company, L.P. Goldman Sachs Wealth Services offers 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 leverages centralized investment resources and a range of discretionary and non-discretionary managers to deliver tailored wealth management solutions within a large integrated financial group.

Lori Hansen is a financial advisor at William Blair with 40 years of industry experience. She holds the Series 63 and Series 65 designations and has been with William Blair & Company L.L.C. since 1982. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, and institutional clients. The firm employs an active, research-driven approach across various asset classes and provides proprietary models and access to private funds and co-investment opportunities.

Travis Nigro is a financial advisor at Goldman Sachs Wealth Services with 20 years of industry experience, all with Goldman Sachs & Co. LLC. He holds the Series 66 and Series 63 designations. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm utilizes strategic and tactical allocation models and offers a range of services such as Private Family Office programs, Specialized Executive Wealth programs, and access to Alternative Investments.

Peter Kane is a Series 66-licensed financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2018 and previously at The AYCO Company, L.P./Mercer Allied from 2014 to 2018. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and offers tailored wealth solutions, including executive and family office services, through an integrated platform within a large financial group.

Nicholas Hruskoci is a Series 66-registered advisor with Goldman Sachs Wealth Services, based in Deerfield, IL. He joined Goldman Sachs in 2025 and has prior experience with Puttable Golf, a Springstone Ventures LLC company. 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 utilizes strategic and tactical allocation models and offers a range of services such as Private Family Office, Specialized Executive Wealth programs, and access to Alternative Investments.

Richard Ceffalio Jr. is a financial advisor at NewEdge Advisors with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of his advisory role, Mr. Ceffalio is a licensed insurance agent. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Austin Mc Donnell is a CFP® with four years of industry experience, currently serving as a financial advisor at Corient. His prior experience includes roles at Balasa Dinverno Foltz LLC, Northwestern Mutual, and Indiana University. He volunteers as a financial mentor at 3rd Decade, providing pro bono personal financial planning advice. Corient offers investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers, continuously monitoring portfolios using advanced risk management tools.

Joseph Andre is a financial advisor with Mesirow Financial Investment Management, Inc., holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. He has worked at Mesirow Financial since 2018 and previously held roles at U.S. Bancorp Investments and Bankers Life Securities. 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 individuals, pension plans, government entities, and institutional clients. The firm employs both proprietary and third-party investment strategies, with a focus on asset allocation, due diligence, and access to private investment products.

Benjamin Oxley is a financial advisor at William Blair with a Series 66 designation and three years of industry experience. His career includes roles at William Blair since 2018 and prior positions at Colliers International, Aon Risk Solutions, Duke Realty, and Northwestern University. 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 multiple asset classes and provides clients with access to proprietary models, third-party sub-managers, and private investment opportunities.

Deborah Feldman is a CFP® professional with 28 years of industry experience. She has worked at Hightower Advisors since 2017 and previously spent 11 years at Leonetti & Associates, LLC. Feldman is based in Buffalo Grove, IL. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory model emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

Danuta Durkiewicz is a CFP® with 10 years of industry experience, currently serving as a financial advisor at PNC Wealth Management. Her prior work includes roles at MissionSquare Investment Services, Bank of America, Merrill, and Fifth Third Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio option that employs algorithm-driven risk assessment and third-party-managed investment models.

Melinda Vajdic is a Series 66-registered financial advisor with Commonwealth Financial Network, based in Deerfield, IL, and has eight years of industry experience. She has been affiliated with Commonwealth Financial Network and The Pinnacle Financial Group since 2014. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, supported by operations, trading, technology, investment management, compliance, and practice-management resources.

David Israel is a financial advisor at Mesirow Financial Investment Management, Inc. with 26 years of industry experience. He has been with Mesirow Financial since 1999 and holds the Series 63 and Series 65 designations. 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 and applies quantitative and qualitative due diligence across various asset classes, including mutual funds, equities, fixed income, ETFs, and alternative investments.

Daniel Kaspari Jr. is a financial advisor at Mesirow Financial Investment Management, Inc. with 26 years of industry experience. He has been with Mesirow Financial since 2006 and holds Series 63 and Series 65 designations. Mesirow Financial Investment Management, Inc. provides discretionary and non-discretionary investment management and financial planning to a diverse client base, including individuals, pension plans, government entities, and charitable organizations. The firm employs a comprehensive investment process involving asset allocation, due diligence across various securities, and access to proprietary private investment products and third-party managers.

Phillip Bucaro is a financial advisor with TLG Advisors, Inc. in Arlington Heights, IL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has held roles at Resource Insurance and Financial Group, The Leaders Group Inc, Pinnacle IFS Inc, and Insource Inc. Outside of his advisory work, he is involved in providing insurance and investment products to small businesses through KAPPLE & APPLE Insurance Benefits & Financial Services. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, combining fundamental analysis and Modern Portfolio Theory in its investment approach.