Qheliswa Simelane is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 credential and three years of industry experience. Her career includes multiple roles at Goldman Sachs and prior positions at Chicago Catholic Charities and in education. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutions. The firm employs tailored allocation models and manager selections supported by proprietary and third-party research, and offers a wide range of services and platforms integrated within the broader Goldman Sachs ecosystem.

Jack Gentile is a Series 66–licensed financial advisor with William Blair in Arlington Heights, IL, having three years of industry experience. His work history includes multiple periods at William Blair interspersed with time as a student, as well as a role at MBS Textbooks and earlier work with the Arlington Heights Park District. 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 equities, fixed income, and alternative strategies, providing proprietary models and access to affiliated private funds through its MB Investments Program.

Vanessa Mazzone is a financial advisor at Independent Financial Group, LLC with Series 66 registration and three years of industry experience. Her prior work experience includes roles at The Barre, KB Co., and in dental practices. Independent Financial Group is a large integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement plan services through various platforms and employs both in-house and third-party investment models.

Roger Suchy is a financial advisor with Fifth Third Securities, Inc. in Rosemont, IL, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. His prior roles include positions at Associated Investment Services, Inc. and Investment Professionals, Inc. before joining Fifth Third Securities and Fifth Third Bank in 2020. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options, including advisor-directed models and separately managed accounts, and is notable for its municipal-advisor registration alongside its affiliation with Fifth Third Bank.

Emma Kramer is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and one year of industry experience. She previously worked at Munich Re Specialty - North America and People Places, Inc., and attended the University of Virginia. Goldman Sachs Wealth Services advises a diverse client base that includes individual investors, executives, plan sponsors, and institutional clients, offering tailored financial planning, portfolio management, and specialized wealth programs. The firm leverages strategic allocation models, external manager selection, and a range of implementation platforms, integrating closely with the broader Goldman Sachs ecosystem.

Mary Bronton is a financial advisor at &PARTNERS with 32 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 17 years. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services, financial planning, ERISA consulting, retirement plan management, and investment banking, utilizing both proprietary and third-party strategies through the Envestnet platform.

Albert Smith is a financial advisor at Transamerica Financial Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Liberty Tax Service, Premier Senior Marketing, Ma3 Insurance, and Wfgia. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, providing proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Kevin Donahue is a financial advisor at William Blair with a Series 66 designation and two years of industry experience. He has been with William Blair since 2021 and has prior work experience in healthcare and education sectors. 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 utilizes an active, research-driven investment approach and provides access to proprietary models, third-party sub-managers, and private fund opportunities.

David Dreifuss is a financial advisor at William Blair with 17 years of industry experience and holds a Series 66 designation. He has been with William Blair & Co since 2008. 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 multiple asset classes and provides proprietary models and access to private funds through its integrated investment platform.

Adam Price is a CFP® professional with seven years of experience in financial advising. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Strategic Wealth Partners, Creative Planning, and Grant Thornton LLP. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base, including individuals, families, institutions, and businesses. The firm employs a long-term investment approach that integrates both active and passive strategies within an enhanced open architecture framework.

Corey Minturn is a financial advisor at William Blair with 32 years of industry experience. He has been with William Blair & Company L.L.C. since 1993. He holds Series 65 and Series 63 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 uses 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.

Nicholas Maucieri is a financial advisor at Principal Financial Services with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including TD Ameritrade and Princor Financial Services Corp. Outside of his advisory role, he officiates youth and high school sports such as football, wrestling, and lacrosse with the Illinois High School Association. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, 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.

Mark Doroff is a financial advisor with SPC in Northbrook, IL, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at SPC since 2017 and concurrently with Sigma Financial Corporation over the same period. Outside of investment advising, he owns and operates David Stuart Financial, providing life and long-term care insurance sales and income tax return preparation services. SPC offers investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm delivers tailored, discretionary investment advice through a large advisory network and supports various account programs such as SIGMA Managed Account and the Axis Platform.

Douglas Ackerman is a financial advisor at Kestra Advisory with 34 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Ackerman's career at Kestra began in 2016, and he is involved in securing disability insurance and writing individual health and term insurance policies through multiple insurance-related activities. He also contributes to the design of a financial planning app targeted at younger adults. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including large plan sponsors and sovereign wealth funds. The firm offers services such as fiduciary consulting, plan design, and employee education, utilizing multiple management platforms and third-party solutions within a supervisory framework.

Julianna Crang is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. She holds a Series 66 credential and has worked at Goldman Sachs & Co. LLC since 2021. Her background includes various roles at Lake Forest College and Merrill Lynch. 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 uses strategic and tactical allocation models, manager selections, and a range of fee arrangements, leveraging the broader Goldman Sachs ecosystem to offer services such as Private Family Office, Specialized Executive Wealth programs, and access to alternative investments.

Charles Murin is a financial advisor with Corient, holding CFP® and Series 65 credentials and bringing 11 years of industry experience. He has worked at Corient since 2022 and previously spent eight years at Balasa Dinverno Foltz LLC. Corient provides investment advisory and financial planning services to a diverse client base that includes 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 integrates in-house strategies with third-party managers and customized asset allocation, supported by continuous portfolio monitoring and risk management tools.

David Copeland is a financial advisor with NorthCoast Asset Management LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Focus Partners Wealth, Kovitz Investment Group Partners, and Strategic Wealth Partners Group. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach with a broad range of portfolio management strategies, serving clients primarily on a discretionary basis.

Nasser Afzali is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His background includes various roles related to tax, accounting, insurance, and pro bono financial training, with involvement in nonprofit organizations such as The Promise Land Charities Inc and volunteer work with Caris Pregnancy Counseling and Resources. He also provides estate planning document preparation through Net Law Inc and supports The Farsi Church in Chicago Land with tax and accounting services. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers a range of advisory and broker-dealer services, combining proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Nathanial Chapel is a Series 65-licensed financial advisor with nine years of industry experience. He is currently with Farther and has operated Chapel Financial Group Inc. since 2017, where he is involved as a president and insurance agent focusing on fixed annuities, Medicare Supplement, life insurance, and long-term care. Chapel has also maintained advisory roles at Tru Financial Strategies under his ownership since 2017. Farther provides discretionary investment management and advisory services mainly to individual investors, trusts, and estates, utilizing a web and mobile platform alongside in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, employing proprietary model portfolios or customized allocations with algorithmic rebalancing, and it integrates AI tools to supplement advisor judgment.

Joseph Stasko is a financial advisor at Goldman Sachs Wealth Services with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Institutional Investments Inc. and JPMorgan Investment Management Inc. from 2015 to 2022 before joining Goldman Sachs in 2022. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management using strategic and tactical allocation models, manager selections, and a variety of implementation approaches, supported by proprietary and third-party analytics.