Ryan Airola is a financial advisor at William Blair with 18 years of industry experience. He holds the Series 66 designation and has been with William Blair & Company since 2007. 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 active, research-driven management across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Benjamin Bremen is a CFP® and holds a Series 65 license with 13 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Strategic Wealth Partners, RMB Capital Management, and Curi Capital. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Michael Von Drasek is a financial advisor at Empower Advisory Group with 14 years of industry experience. He holds a Series 66 designation and has worked at Empower Financial Services since 2019. Outside of his financial advisory role, he works part-time as an assistant golf professional at Village Links of Glen Ellyn, managing golf leagues and teaching golf lessons. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and client savings rates in its planning approach.

Ryan Daliege is a financial advisor at Goldman Sachs Wealth Services with 15 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following an 11-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 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 to deliver tailored wealth management solutions.

Matthew Reznik is a CFP® and CFA® with 14 years of industry experience. He is currently an advisor at Corient, where he has worked since 2022, and previously spent 13 years at Balasa Dinverno Foltz LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and customized asset allocation, and it offers specialized private fund capabilities through affiliated platforms.

Chantay Moore is a financial advisor with Transamerica Financial Advisors, holding Series 63, Series 65, and Series 66 licenses and bringing 17 years of industry experience. Her work history includes a variety of roles in financial education, estate planning support, tax preparation, and notary services. She is the founder of Native American Financial Literacy Services, LLC, and serves as a board member for both the American Indian Center of Chicago and Chicago Women in Trades. Transamerica Financial Advisors serves individual investors, pension plans, trusts, estates, charitable organizations, and corporations, offering both advisory and broker-dealer services. The firm provides a mix of proprietary and third-party investment models with discretionary and non-discretionary options, supporting a wide range of client needs.

Alexander Von Ribbeck Schon is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and five years of industry experience. Prior to his current role, he worked at Merrill Lynch and SS04 Simmsallskap and attended Lake Forest College. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm’s advisory teams use a range of strategic allocation models and investment tools, leveraging the broader Goldman Sachs ecosystem to provide a variety of tailored financial solutions.

William Marshall is a financial advisor at TIAA-CREF with 16 years of industry experience. He has held his current position at TIAA-CREF since 2016. He holds Series 63 and Series 65 credentials. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm provides both point-in-time planning services and ongoing portfolio management, including customized portfolios managed under client-approved investment policies, and acts as adviser to a donor-advised fund.

Robin Stone is a financial advisor with Hightower Advisors who holds the CFP® designation and Series 63 and 65 licenses. He has 26 years of industry experience, including 11 years at Leonetti & Associates and nine years at Hightower Advisors. He is based in Buffalo Grove, Illinois. Hightower Advisors serves a diverse range of individual and institutional clients, offering portfolio management, financial planning, and retirement plan consulting. The firm emphasizes multi-manager solutions and uses both affiliated and third-party managers, incorporating proprietary research and a variety of investment vehicles in its advisory approach.

Elias Andresen is a financial advisor at NewEdge Advisors with one year of industry experience. He holds a Series 65 designation and has a diverse work background that includes roles at Papa John's Pizza, Target, Midwest Insurance Partners, and Western Kentucky University. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm provides a broad range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Eric Hall is a financial advisor at Brookstone Capital Management LLC with 17 years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Securities, Wells Fargo Clearing, Merrill, and Bank of America. Outside of his advisory role, Hall serves as Senior Pastor and trustee of Greentown Faith Apostolic Lighthouse, a nonprofit organization in Greentown, Indiana. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning to a diverse client base that includes individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm provides investment management primarily through discretionary model portfolios, unified managed accounts, and separately managed accounts, supporting a large advisor network via its platform and turnkey asset management services.

Chirag Choksey is a financial advisor with TIAA-CREF in Wheaton, IL, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. He has worked at TIAA-CREF and its affiliate TIAA since 2015. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers a range of advisory services including model portfolio management and customized portfolios under a fiduciary standard within a vertically integrated structure.

James King is a CFP® with 15 years of industry experience, currently serving with Corient since 2022. Prior to Corient, he worked at Balasa Dinverno Foltz LLC for 12 years. Corient provides investment advisory and financial planning services to a diverse range of clients, including individuals, 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 and utilizes risk management tools and alternative investments where appropriate.

Robert Fenby is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and 12 years of industry experience. He has been with Hornor, Townsend & Kent since 2012 and has a concurrent role at Penn Mutual Life Insurance Company dating back to 2011. Fenby is also involved in life insurance brokerage through multiple roles, including Regional Marketing Director at Penn Mutual, Senior Vice President at Insurance Wholesale Solutions, and proprietor of Fenby Life Insurance Planning. Hornor, Townsend & Kent serves a diverse client base including individuals, trusts, businesses, charitable organizations, and retirement plans. The firm offers advisory programs, financial planning, and retirement plan consulting, combining SEC-registered advisory services with broker-dealer capabilities and managing over $8 billion in discretionary assets.

Eric Burrows is a financial advisor with Fifth Third Securities, Inc. in Rosemont, IL, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He previously worked at J.P. Morgan Securities from 2003 to 2022 before joining Fifth Third Bank and Fifth Third Securities in 2022. 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 integrates services through its affiliation with Fifth Third Bank, combining broker-dealer, investment adviser, and municipal advisor registrations.

Joseph Mcmullen is a financial advisor at William Blair with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with William Blair since 2010. Outside of his advisory role, he is a partner in Copperhead Management LLC, a holding company for the purchase and sale of domain names. William Blair’s Private Wealth Management division serves individuals, foundations, pension, and corporate clients with discretionary and non-discretionary investment management, financial planning, and wealth services. The firm employs an active, research-driven approach across multiple asset classes and offers proprietary models and access to private funds and co-investment opportunities.

Thomas Young is a financial advisor at Brookstone Capital Management LLC with 44 years of industry experience. He holds a Series 66 designation and has worked in various advisory and consulting roles, including with TRY Enterprises, Inc and the Prepare Institute, where he assists in recruiting advisors. Young is also involved in a tax preparation and planning business, TRY Tax Planning, LLC. Brookstone Capital Management provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs a range of strategic asset allocation models and investment strategies, integrating proprietary and affiliated funds, and acts as a sub-advisor to other advisory programs.

Dennis Duff is a financial advisor with William Blair in Northbrook, IL, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with William Blair & Co LLC since 2010. 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 equities, fixed income, and alternative strategies, providing proprietary model portfolios and access to private funds and co-investment opportunities.

Patrick Letizia is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has previously worked at Madison Avenue Securities, Inc. and has operated his own insurance and financial services businesses since 1974. Outside of advising, he owns and operates a full-service insurance agency, Letizia Financial. Brookstone Capital Management is an SEC-registered advisory firm serving a broad client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions. The firm offers fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee programs, utilizing discretionary model portfolios, unified managed accounts, and separately managed accounts across various investment strategies.

Carrie Shapiro is a CFP® and holds a Series 63 license with two years of industry experience. She is currently an advisor at Creative Planning, having previously worked at Sageview Advisory Group, Capital Strategies Investment Group, Sanford C. Bernstein & Co., and SD Mayer & Associates. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.