Roland Szilard is a financial advisor with Valic Financial Advisors in Olympia Fields, IL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Valic Financial Advisors since 2006 and is also affiliated with Agia since 2022. Outside of his advisory role, Szilard serves as a board member involved in organizing youth soccer training and play activities and acts as a youth soccer referee. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages approximately $29.2 billion and utilizes centralized technology and model solutions to support its client base of nearly 300,000 across more than 1,200 advisors.

Michael Dahill is a financial advisor with Kestra Advisory in Burr Ridge, IL, holding a Series 66 designation. He has less than one year of industry experience, with prior roles including time at BlueLake Wealth Advisors, LLC and Heartland Bank and Trust Company. He has also worked at Edgewood Valley Country Club while completing his education. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan-level investment advice, and employee education, serving a range of clients from large institutional investors to sovereign wealth funds.

Gregory Herr is a CFA® charterholder and holds a Series 63 license, with two years of industry experience. He has worked at Focus Partners Wealth, LLC since 2026, and previously spent three years at Kovitz Investment Group Partners, LLC, three years at Phaeacian Partners, LLC, and eight years at UMB Distribution Services, LLC. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, corporate, and institutional clients, including ERISA retirement plans. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, private funds, and integrated quantitative tools.

Kenneth Zimmer is a CFP® with 25 years of industry experience, currently serving at Schwab Wealth Advisory, Inc. in Chicago. He has held roles at Charles Schwab & Co., Inc. and Charles Schwab Bank SSB, and previously worked at MML Investors Services and Mass Mutual Life Insurance Company. Zimmer also has experience as an independent insurance agent, receiving residual commissions from prior policies though he is not actively soliciting insurance outside of Schwab. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on standard asset-allocation models and internal research tools, with an emphasis on client authorization for trades and at-least-annual reviews tailored to individual goals and risk tolerance.

Dennis Dine is a financial advisor with Equity Services, Inc. and holds a Series 66 designation. He has 16 years of industry experience, including prior roles at Lakeshore Financial Group, Money Concepts Capital Corp., and Edward Jones. Outside of his advisory work, he serves as Minister of Care at St. John of the Cross Parish in Western Springs, Illinois. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently using third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

James Dyer III is a CFP® and holds a Series 65 license with four years of industry experience. He currently works at Creative Planning, where he has been since 2022, and previously worked at Wipfli Financial Advisors and held academic roles at the University of Wisconsin–Madison and Whitefish Bay Middle/High School. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing, buy-and-hold strategies, and offers a range of supplemental investment options alongside affiliated legal, trust, and recordkeeping services.

Pantelis Xidias is a financial advisor at Eagle Strategies (NY Life) with five years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at NYLIFE Securities LLC and Northwestern Mutual. Outside of financial advising, he is involved with Apex Auto Care, an automotive repair business. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Charles Hoban is a financial advisor with William Blair in Chicago, holding a Series 66 designation. He joined the firm in 2025 and has prior experience at Wesleyan University, The Lawrenceville School, Winnetka Park District, and New Trier High School. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm uses active, research-driven strategies across multiple asset classes and offers proprietary models, access to private funds, and co-investment opportunities.

Dillion Thoms is a financial advisor at VALIC Financial Advisors with a Series 66 designation and four years of industry experience. He has worked at VALIC Financial Advisors since 2021 and has additional experience with AGIA and FSR Services. Thoms has also been involved with non-securities insurance products through his role at AGIA. VALIC Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts using Envestnet’s platform, managing approximately $29.2 billion and serving close to 300,000 clients through over 1,200 advisors.

Firoz Vohra is a CFP® professional at Schwab Wealth Advisory with 11 years of industry experience. He has worked at several major firms, including Merrill, Bank of America, Morgan Stanley, and J.P. Morgan Securities. Vohra has been with Charles Schwab and its affiliated advisory firm since 2021. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach is based on proprietary asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Rafal Sieklucki is a financial advisor at William Blair with a Series 66 designation and one year of industry experience. Prior to joining William Blair in 2025, he spent several years in educational roles, including positions at Miami University, Fenwick High School, and St. Constance School. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

John Oliveira is a financial advisor with William Blair in Chicago, holding a Series 66 designation and beginning his industry career in 2024. His prior experience includes roles at Royal Bank of Canada and Ieq Capital. Outside of finance, he has been involved with the Chicago Rowing Foundation and spent five years affiliated with Cornell University. 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 asset classes and provides proprietary models and access to private funds and co-investment opportunities.

Kevin Eifert is a CFA® charterholder and holds a Series 66 license. He has four years of industry experience and has been with William Blair since 2021. Prior to joining William Blair, he spent eight years in full-time education. William Blair’s Private Wealth Management division offers 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 provides proprietary models and access to private funds and co-investment opportunities.

Joseph Guttilla is a financial advisor with Oppenheimer in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at Oppenheimer Asset Management Inc. and Fahnestock & Co. Inc. since 2003 and previously at CIBC World Markets Corp. from 2001 to 2003. Outside of his advisory role, he serves as a partner in a property management LLC and is a trustee of a personal estate planning trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs, including asset management, consulting, retirement services, and financial planning, delivering both discretionary and non-discretionary advisory services across equity, balanced, and fixed-income portfolios.

Matthew Mc Kibben is a financial advisor at Hightower Advisors in Chicago, IL, holding a Series 66 designation with three years of industry experience. Prior to joining Hightower in 2025, he worked at Edward Jones and Fifth Third Bank. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager approach that includes proprietary research, alternative investments, and customized portfolio solutions.

Nicole Kracum is a financial advisor at Oppenheimer with 10 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services Inc. for nine years before joining Oppenheimer in 2024. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Justin Verwijst is a CFP®-certified financial advisor with six years of industry experience, currently with Valic Financial Advisors in Chicago, IL. His career includes positions at AGIA, Sequoia Wealth Management, and Aon. He is also registered as an agent for non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions to manage assets at scale.

Mitchell Protus is a financial advisor at Private Advisor Group, LLC, holding a Series 66 designation with less than one year of industry experience. His prior work includes roles at LPL Financial, MAP Wealth Management, and various positions outside the financial sector, including at Hawthorn Woods Country Club and Reunion Brewery. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement consulting, offering both discretionary and non-discretionary advisory services supported by proprietary technology platforms and third-party managers.

Eugene Nacci is a financial advisor at Citigroup Global Markets in Chicago, IL, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has previously worked at Merrill, Oppenheimer & Co. Inc, Capital Asset Advisory Services, Three Sixty Wealth Management, and Fidelity Brokerage Services LLC. Citigroup Global Markets serves individual and institutional clients across a variety of segments, offering multi-asset, multi-manager investment advisory programs along with broker-dealer execution and custody services. The firm is notable for its large institutional scale, in-house research, and specialized market roles including derivatives and futures services.

Lewis Martin is a CFP® with nine years of industry experience, currently serving as a financial advisor at Kestra Advisory. His prior experience includes roles at Bank of America, Merrill, Legion Insurance Group, and Axa Advisors. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts, managing approximately $79.8 billion in assets.