Rita Magic is a Series 66-credentialed financial advisor at Citigroup Global Markets with five years of industry experience. Her prior roles include positions at Edward Jones, JP Morgan Securities LLC, JPMorgan Chase Bank NA, LPL Financial, BMO Harris Bank, Morgan Stanley, and Bank of America. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal oversight and supports both discretionary and non-discretionary programs, leveraging its scale and specialized market roles.

Zhenlin Lu is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup Global Markets since 2020 and Citibank N.A. since 2013. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs along with broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale and unique market roles.

Tyler Glover is a CFA® charterholder with 18 years of industry experience, currently serving as a financial advisor at William Blair since 2014. Based in Geneva, IL, he holds a Series 63 registration. William Blair’s Private Wealth Management division delivers 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 emphasizes active, research-driven management across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Richard George is a financial advisor with Bankers Life Advisory Services, Inc. He holds CFP® and ChFC® designations and has 30 years of industry experience. His prior work includes positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, UBS Financial Services, and Advocate Health Advisors. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals, providing discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and portfolios aligned with clients’ goals and risk tolerances.

Dino Gavanes is a financial advisor at Centaurus Financial, Inc. with 18 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including Equitable Advisors LLC, MML Investors Services, LLC, Mass Mutual Life Insurance Company, and Advisers Group, Inc. Outside of his advisory role, he serves as a board member for the Village of Itasca, IL. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, employing a range of analytical approaches and both discretionary and non-discretionary arrangements.

Vishaal Tummala is a CFP® with 10 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, LLC, Strategic Wealth Partners, and Himalaya Enterprise. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, and retirement plan consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Robert Martin is a financial advisor with Mesirow Financial Investment Management, Inc. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Martin has been with Mesirow Financial since 2008. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to private individuals, institutional clients, and government entities. The firm employs a disciplined investment process, including the preparation of Investment Policy Statements and due diligence across various asset classes, and offers access to proprietary private investment products and third-party managers.

Nafissa Bounia Yahaya is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds a Series 66 designation and has been with Goldman Sachs & Co. LLC since 2023. Prior to her advisory role, she spent four years affiliated with Lake Forest College. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, specialized executive wealth programs, and access to alternative investments, utilizing a range of strategies and integrated resources across the Goldman Sachs platform.

Colin Coine is a CFP® and Series 65-registered financial advisor with three years of industry experience. He is currently with Mariner and has previously worked at Waverly Advisors, LLC, StrategIQ Financial Group, LLC, Thrivent, and held roles outside of finance, including five years with the U.S. Soccer Federation. Mariner serves a wide range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm combines in-house research with third-party managers to implement customized portfolios and provides integrated tax and accounting services alongside administrative CFO capabilities.

Darren Fabric is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His prior work includes roles at Level Four Advisory Services and LPL Financial. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm provides discretionary investment management, financial planning, family office, and retirement plan advisory services, offering customized portfolios with a long-term approach and oversight of third-party managers.

Mark Pietsch is a financial advisor at Guardian Life with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securian Financial Services and PRUCO Securities. Pietsch is also associated with The Pietsch Financial Group, Inc. and True Wealth Strategies LLC. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, institutional clients, and businesses. The firm offers a range of financial planning, discretionary management, and model-based strategies, combining proprietary and third-party platforms to tailor client solutions.

Sharon Zumstein is a Series 66-licensed financial advisor with seven years of industry experience. She is currently with Empower Advisory Group and Empower Financial Services, having previously worked at Fidelity Investments, Bank of America, Merrill, and TD Ameritrade. Zumstein also holds an Illinois real estate license and works as an independent contractor with Century 21. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services through Empower’s recordkeeping and administrative platforms. The firm’s approach includes point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.

David Mcfeggan Jr. is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at LPL Financial since 2006 and joined NewEdge Advisors in 2023. Outside of his advisory roles, he has been involved in tax preparation and insurance-related business activities. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management, financial planning, and consulting services and employs multiple program structures supported by centralized due diligence and technology tools.

Bill Rizos is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Wells Fargo Bank, US Bank, U.S. Bancorp Investments, BMO Harris, and Country Capital Management Company. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, as well as broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research, swap dealing, and futures commission merchant activities.

Jeffrey Hackman is a financial advisor at Kestra Advisory with 33 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include long tenures at Icba Securities, Vining Sparks, and the Deerfield Bannockburn Fire Protection District. He is also involved in assisting and placing life insurance business through NPPFA Benefits. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base, including large institutional investors and sovereign wealth funds.

Joshua Suevel is a Series 66-licensed financial advisor at Fifth Third Securities, Inc. with six years of industry experience. He previously worked at Edward Jones and has experience in both investment advisory and brokerage roles. Fifth Third Securities serves individual and institutional clients through a variety of investment advisory and brokerage programs, including the Passageway Managed Account Program, which offers multiple portfolio management options and strategies. The firm operates as a wholly owned subsidiary of Fifth Third Bank and maintains a large enterprise presence with thousands of advisors and billions in assets under management.

Matthew Lafontaine is a financial advisor at William Blair with 10 years of industry experience and holds a Series 66 credential. He has worked at William Blair since 2015 and is also a principal and head of baseball operations at The Yard, an indoor baseball facility. Additionally, he coaches baseball on weekends for New Trier Pony. 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 active, research-driven strategies across multiple asset classes and provides proprietary models and access to private funds through its MB Investments Program.

Thomas Buhrmann is a financial advisor at Focus Partners Wealth, LLC with 13 years of industry experience. He holds a Series 65 designation and previously worked at Kovitz Investment Group Partners, LLC and Strategic Wealth Partners Group LLC. Focus Partners Wealth 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.

Mara Lombardi is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and four years of industry experience. She has been with Benjamin F. Edwards since 2018 and previously worked at Hope International and the Council for Christian Colleges & Universities. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of advisory and brokerage services, including wrap-fee programs, financial planning, retirement plan consulting, and investment management solutions that combine proprietary strategies and third-party models.

Cole Pedro is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2019, following prior roles at The Ayco Company and Mercer Allied. Pedro also held positions outside finance, including work at Dunkin Donuts and Anderson Windows. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, institutional clients, and plan sponsors. The firm offers tailored investment strategies supported by proprietary research and an integrated approach leveraging capabilities across the broader Goldman Sachs organization.