Marcus Coleman is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior experience includes roles at Empower Advisory Group, Fidelity Investments, and TIAA-CREF. Outside of advisory work, he owns and operates a content platform focused on interviewing peers and creating industry-related material. Creative Planning is an enterprise firm providing wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, pension plans, trusts, and corporations. The firm emphasizes a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Amira Garwood is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and one year of industry experience. Her prior work includes roles at Fidelity Investments and Robert W. Baird, as well as academic experience at Purdue University. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm employs strategic and tactical allocation models and offers a range of advisory services, leveraging integrated capabilities across the broader Goldman Sachs network.

James Santos is a ChFC® credentialed financial advisor with Commonwealth Financial Network, where he has worked since 2000. He has 42 years of industry experience. Outside of his advisory role, he is a notary public. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios managed by its Investment Management and Research team.

Steven Block is a ChFC® credentialed financial advisor with 17 years of industry experience, currently affiliated with Eagle Strategies (NY Life). He also operates Blockwall Strategies, Inc., a business involved in selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm primarily manages assets on a non-discretionary basis and offers tailored advisory solutions integrated with New York Life insurance and annuity products.

Michael Tantillo is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company of America since 2009. Outside of his advisory role, he is the sole owner of Waterbury Financial Group Inc. Park Avenue Securities LLC serves a broad range of retail clients, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

Cheryl Cabanski is a financial advisor at Mesirow Financial Investment Management, Inc. with 23 years of industry experience. She holds a Series 66 designation and has been with Mesirow Financial, Inc. since 2008. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including private individuals, pension plans, government entities, and charitable organizations. The firm employs a process involving Investment Policy Statements, asset allocation targets, and due diligence across various asset classes, and offers access to both third-party managers and proprietary private investment products.

Norman Janis is a financial advisor with Eagle Strategies (NY Life) based in Deerfield, IL. He holds a Series 66 designation and has 20 years of industry experience. Since 2014, he has also served as a youth ice hockey coach for the Glenview Stars Hockey Organization. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and plan sponsors. The firm offers financial planning, investment management, and retirement-plan advisory services, with a focus on tailored recommendations and non-discretionary asset management within an integrated New York Life affiliate structure.

Dennis Zaslavsky is a financial advisor at Clearstead Advisory Solutions with one year of industry experience. He holds a Series 65 credential and has prior experience with Waveland Family Office, LLC, a private family office, and Waveland Investments, LLC. Since September 2024, he has served as a Director of the Cion Grosvenor Infrastructure Fund, participating on the Audit Committee. Clearstead serves affluent private clients and institutional investors, providing investment management, financial planning, tax planning, and family office services. The firm manages approximately $33.9 billion in assets and applies institutional disciplines across discretionary and non-discretionary accounts using a diversified investment approach.

Megan Bauman is a financial advisor at William Blair with 12 years of industry experience. She holds the Series 66 and Series 63 licenses and has been with William Blair & Company since 2013. 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 approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Todd Oldham is a CFP® with 21 years of industry experience, currently affiliated with Eagle Strategies (NY Life) in Deerfield, IL. He has been with Eagle Strategies since 2009 and previously worked at Oakwell Financial Partners from 2017 to 2019. Outside of financial advising, he is also a practicing physician. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, operating within the integrated New York Life affiliate structure.

John Smith is a CFP® professional with 25 years of industry experience. He has worked at Balasa Dinverno Foltz LLC for 22 years prior to his current roles at Corient and its affiliates since 2022. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and alternative investments when appropriate.

Thomas Sabatini is a financial advisor at Steward Partners Investment Advisory, LLC with two years of industry experience. He holds the Series 66 designation and previously worked at Alliance Bernstein and Raymond James & Associates. Sabatini is based in Winnetka, Illinois. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, providing a range of investment advisory, financial planning, and managed account solutions.

Samuel Bryant is a financial advisor at Fifth Third Securities, Inc. based in Chicago, IL. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Fifth Third Securities, he worked at Fifth Third Bank and held roles at Fastenal and as an at-home caregiver. Fifth Third Securities serves a diverse range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers via its Passageway Managed Account Program, providing clients access to strategies such as mutual funds, ETFs, SMAs, and direct indexing.

Peter Mott is a financial advisor at William Blair with 52 years of industry experience. He holds Series 63 and Series 65 designations and has been with William Blair since 2009. Outside of his advisory role, he serves as the non-executive chairman of ArmaLy Brands, a manufacturer and distributor of household products. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm emphasizes active, research-driven management across multiple asset classes and offers proprietary investment models, private fund access, and co-investment opportunities.

Daniel Maude is a financial advisor with William Blair in Wilmette, IL, holding a Series 66 designation and 16 years of industry experience. He has been with William Blair & Company since 2013. Outside of his advisory role, he coaches youth lacrosse for the Evanston Youth Lacrosse Organization. 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 active, research-driven management across various asset classes and offers proprietary model portfolios, sub-advisory services, and access to private funds through its MB Investments Program.

Richard Stanfel is a CFP® professional with 16 years of experience in the financial industry. He has held positions at Wells Fargo Advisors and Wells Fargo Clearing before joining &PARTNERS in 2024. Outside of his advisory role, he is a managing partner involved in real estate holdings. &PARTNERS serves a diverse client base including individual investors, retirement plans, charitable organizations, foundations, and sovereign wealth funds. The firm offers investment advisory and brokerage services, utilizing a mix of proprietary and third-party strategies delivered through platforms such as Envestnet.

Anna Kurzydlo is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. She holds a Series 66 designation and has been with Goldman Sachs and its affiliates since 2022. Outside of her advisory role, she has been involved with Swimmers for Life since 2014. Goldman Sachs Wealth Services serves a diverse client base that includes individual investors, corporate participants, executives, and institutional clients. The firm provides tailored financial planning and portfolio management supported by strategic allocation models, manager selections, and a range of fee and platform options, leveraging the broader Goldman Sachs ecosystem for expanded product access and specialized services.

Christian Waite is a financial advisor at William Blair with 25 years of industry experience. He has been with William Blair since 2016 and holds Series 63 and Series 65 licenses. 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 an active, research-driven approach across various asset classes and provides access to proprietary models, private funds, and co-investment opportunities.

John Lafferty Jr. is a financial advisor at William Blair with 19 years of industry experience. He holds the Series 65 credential and previously worked at Segall Bryant & Hamill for 19 years and Corient Services LLC. 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 management across multiple asset classes and provides proprietary models and private investment opportunities.

Bilal Hamideh is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 credential and two years of industry experience. His background includes roles at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., where he has also managed a team of insurance agents and been involved in licensing and training. Outside of advisory services, he is an insurance representative working with Medicare-related health plans through Blue Cross Blue Shield of Illinois. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management strategies to client goals and risk tolerances.