John Selzer is a financial advisor at Allworth Financial, L.P. with 40 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. His work history includes roles at Capital Point Financial Group, LTD. since 2014 and LPL Financial since 2004. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers asset management and financial planning services utilizing a mix of model strategies and third-party sub-advisers, with a notable operational structure including ownership by private investment vehicles and the Ontario Teachers’ Pension Plan.

Jacob Brunetti is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2017, following a prior role at The Ayco Company, L.P./Mercer Allied. Brunetti also has experience from Indiana University and a brief tenure at Uncle Sam Fireworks. Goldman Sachs Wealth Services serves a broad range of clients, including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management tailored to client objectives, supported by integrated resources across the Goldman Sachs organization and employs a variety of investment strategies and operational tools.

John Mcchesney is a financial advisor at Focus Partners Wealth, LLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Churchill Management Group and Charles Schwab. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies across various investment vehicles.

Adam Goldman is a financial advisor at Mesirow Financial Investment Management, Inc. with 39 years of industry experience. He has been with Mesirow Financial since 2000. Outside of his advisory role, he serves as president of The James M. Gartenberg Memorial Scholarship Fund and holds board positions with several nonprofit organizations, including Sukkat Shalom synagogue, Roger Williams University, Earl Monroe New Renaissance Basketball School, and Briarwood Country Club. Mesirow Financial Investment Management, Inc. offers 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 combination of quantitative and qualitative due diligence to construct portfolios and provides access to proprietary private investment products and third-party managers.

Aakanksha Sharma is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and four years of industry experience. Her prior roles include positions at Aditya Birla Sun Life AMC Ltd. and Mitraz Financial. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm leverages strategic allocation models, manager selections, and proprietary analytics, providing clients access to a broad range of investment solutions within the Goldman Sachs ecosystem.

Rebecca Karpel is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has held positions at Goldman Sachs & Co. LLC, Avid Business Advisors, and the Department of Justice. Outside of her financial career, she previously worked at Orange Theory for three years. Goldman Sachs Wealth Services provides comprehensive financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm integrates strategic allocation models and specialized programs while leveraging the broader Goldman Sachs ecosystem to offer a wide range of investment and advisory services.

Suzanne Anderson is a financial advisor at William Blair with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with William Blair and Charles Schwab since 1989. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients. The firm employs active, research-driven strategies across multiple asset classes and provides proprietary models and access to private funds through its MB Investments Program.

Daniel Sunday is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds a Series 66 designation and has previously worked at Altair Advisers, Signature Advisors Group, and Arlington Capital Management. Outside of finance, he was involved with the University of Illinois Women's Basketball team from 2018 to 2020. Goldman Sachs Wealth Services advises a broad client base including individual investors, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management services supported by strategic allocation models, manager selections, and various implementation platforms, leveraging resources across the Goldman Sachs ecosystem.

Kyle Kadish is a financial advisor with Allworth Financial, L.P., holding Series 65 and Series 66 credentials and one year of industry experience. Prior to joining Allworth, he worked at Fidelity Investments and Goldman Sachs Ayco Personal Financial Management. Kadish is also a co-founder of Clinch Sports, Inc. and Fancity, Inc., where he provides strategic consulting and marketing guidance for sports and gaming communities. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios using a variety of model strategies, including defined-outcome ETFs and options-based overlays, and employs third-party sub-advisers when appropriate.

Andrew Buchta is a CFP® with 28 years of industry experience. He is currently an advisor at &PARTNERS and has prior experience at Wells Fargo Clearing and Wells Fargo Advisors LLC. &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, utilizing proprietary models and third-party managers through the Envestnet platform, and operates with a combination of roles including broker-dealer, registered investment adviser, and municipal advisor.

Kyle Thorpe is a CFP® with 10 years of industry experience, currently serving as a financial advisor at &PARTNERS. His prior experience includes roles at City National Bank and RBC Capital Markets. Outside of advising, he holds director and member positions in related entities managing office space operations for his firm. &PARTNERS is a dual-registered advisory and broker-dealer firm serving a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm utilizes a combination of proprietary and third-party investment models and offers a range of services from portfolio management to retirement plan consulting and investment banking.

Thomas Sandt is a financial advisor with Mercer Global Advisors Inc. in Schaumburg, IL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at TIAA-CREF, Academy Securities, First Trust Portfolios, and Citigroup Global Markets. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing discretionary and non-discretionary investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios implemented through a mix of low-cost ETFs, index funds, separate accounts, and private funds.

Matthew Kocanda is a CFP® and holds a Series 66 license, with 15 years of industry experience. He is currently with Corient, where he has worked in various capacities since 2022, including a role at Corient Services LLC beginning in 2023. His prior experience includes seven years at Balasa Dinverno Foltz LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies and third-party solutions, and offers specialized services through affiliated entities such as family office and corporate trustee services.

Eryn Clemens is a Series 66 licensed financial advisor with 12 years of industry experience. She has worked at Goldman Sachs Wealth Services since 2021 and previously spent nine years 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 integrates centralized investment resources and a range of tailored offerings, delivering services through both direct and partner programs.

Gary Erickson is a financial advisor with Eagle Strategies (New York Life) based in Deerfield, IL, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. He has worked with Eagle Strategies since 2004 and has prior experience at Oakwell Financial Partners. Erickson serves as a board member for the LaGrange Area Department of Special Education. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, defined contribution and defined benefit plans, and corporate and charitable clients. The firm emphasizes tailored solutions delivered primarily on a non-discretionary basis within an integrated New York Life affiliate network.

Audie Murphy is a financial advisor at Goldman Sachs Wealth Services with Series 65 and Series 66 credentials and four years of industry experience. His prior roles include positions with the Pittsburgh Penguins, Cincinnati Reds, and Utica Comets, as well as academic affiliations with Syracuse University and Le Moyne College. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, corporate executives, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models and advanced analytics, supported by affiliated Goldman Sachs entities, to tailor investment solutions across various fee structures and platforms.

Steven Perlman is a financial advisor with Mesirow Financial Investment Management, Inc. in Highland Park, IL, holding Series 63 and Series 65 registrations and bringing 32 years of industry experience. He has been with Mesirow Financial since 1993. Outside of his advisory role, he serves as Vice President of Pearl Motors, Inc., where he is involved in selling and financing used cars. Mesirow Financial Investment Management, Inc.’s Wealth Management division offers discretionary and non-discretionary investment management and financial planning services to a range of clients, including individuals, pension plans, government entities, and charitable organizations. The firm employs both proprietary and third-party investment strategies across multiple asset classes and manages affiliated feeder funds investing in institutional real estate and private equity master funds.

Charles Collins is a financial advisor at &PARTNERS with Series 63 and Series 65 credentials and 31 years of industry experience. Prior to joining &PARTNERS in 2026, he worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC for a combined total of 11 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 3(21) consulting, retirement plan participant management, and investment banking, utilizing a combination of proprietary models and third-party manager solutions on platforms such as Envestnet.

Catherine Goel is a financial advisor at NorthCoast Asset Management LLC with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Relative Value Partners Group, LLC and Kovitz Investment Group Partners, LLC. 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 proprietary models and offers a wide range of portfolio management strategies, including access to affiliated private investment vehicles.

Alexander Vergara is a financial advisor at William Blair with one year of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments, Deloitte, and Verizon. William Blair’s Private Wealth Management division provides 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 offers proprietary portfolios and access to private funds and co-investment opportunities.