Scott Loochtan is a financial advisor at Allworth Financial, L.P. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Arbor Point Advisors and Securities America. Outside of advising, he is president of multiple insurance agencies and involved in a horse farm management business with his daughter. Allworth Financial serves a wide range of clients, offering financial and wealth planning, portfolio management, and retirement plan consulting. The firm employs both quantitative and qualitative analysis to deliver customized investment strategies across various asset classes and also provides educational resources through newsletters, podcasts, and seminars.

Obrian Phillips is a financial advisor at William Blair with 11 years of industry experience. He holds a Series 66 designation and has been with William Blair since 2017, following nine years at CITIGROUP. 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 active, research-driven management across various asset classes and provides access to proprietary models, private funds, and co-investment opportunities.

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.

Vanessa Mazzone is a Series 66 licensed advisor with Independent Financial Group, LLC, where she has worked since 2023. She has prior experience in diverse roles including positions at The Barre, KB Co., and in dental practices. Independent Financial Group, LLC provides investment advisory and brokerage services to a broad client base, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm offers financial planning and portfolio management using both firm- and third-party models, combining active and passive strategies across various risk profiles.

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 the Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing for 10 years. &PARTNERS serves a wide range of individual and institutional clients, offering investment management, financial and tax planning, retirement-plan consulting, and brokerage services through a dual registration as both a registered investment adviser and broker-dealer. The firm employs a mix of fundamental, technical, and quantitative analysis, managing accounts directly or via third-party managers, and provides additional municipal advisory and research services.

Albert Smith is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 designations and 11 years of industry experience. His work history includes multiple roles within Transamerica Financial Advisors and affiliations with Ma3 Insurance Inc., Premier Senior Marketing, Inc., and WFGIA. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering a combination of advisory and broker-dealer services. The firm provides proprietary and third-party model portfolios with discretionary and non-discretionary program 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 eight years of industry experience. He currently works at Focus Partners Wealth, LLC and has held previous roles at Kovitz Investment Group Partners, Strategic Wealth Partners, Creative Planning, and Grant Thornton LLP. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, employing a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies and access to private funds.

Corey Minturn is a financial advisor at William Blair with 33 years of industry experience. He holds Series 65 and Series 63 designations and has been with William Blair since 1993. 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 access to proprietary models and private 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 at Focus Partners Wealth, LLC with 28 years of industry experience. His career includes roles at Kovitz Investment Group Partners, Strategic Wealth Partners Group, and Mesirow Financial. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement consulting. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, private funds, and overlay techniques within an enhanced open architecture framework.

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.

Argiris Kantzavelos is a financial advisor at William Blair with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at William Blair since 2013, following positions at BMO Family Office and Deloitte Investment Advisors. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individual, foundation, pension, and corporate clients. The firm employs active, research-driven management across various asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.