Juan Galaviz is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2015, including his current role since 2022, with a one-year tenure at U.S. Bancorp Investments in between. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

David Suominen is a financial advisor at Fifth Third Securities, Inc. in Chicago, IL, with 7 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2018, also working at Fifth Third Bank since 2015. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm provides access to multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with integrated regulatory and supervisory processes.

Jer Sheng Chen is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has concurrent roles at Blue Cross Blue Shield of Illinois and TRATON R&D US, LLC, working as a health insurance producer and technical specialist, respectively. Chen’s background includes engineering and health insurance production alongside his advisory work. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio approach supported by third-party managers and offers multiple advisory platforms such as Transamerica ONE and TFA365.

Adam Shemaria is a CFP® and Series 65 registered advisor with nine years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Strategic Wealth Partners, Gresham Partners, and Balasa Dinverno Foltz LLC. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients, including ERISA retirement plans. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

James Jaramillo is a financial advisor at Independent Financial Partners with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including LPL Financial and Sheridan Road Advisors. Outside of his advisory role, he serves as a board member for the Brighton Ridge Homeowners Association in Mequon, Wisconsin. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, and features a notable retirement-plan advisory and pension consulting capability.

Chris Kostiuk is a financial advisor at Wealth Enhancement Advisory Services, LLC with eight years of industry experience. He previously worked at Miramar Capital for five years and Premier Asset Management LLC for twelve years before joining Wealth Enhancement Advisory Services. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory AUM and employs a diversified, risk-class based investment approach that blends passive and active managers, overseen by an internal Investment Committee.

Laurel Rettig is a financial advisor at Mesirow Financial Investment Management, Inc. with 17 years of industry experience. She holds the Series 66 designation and 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 a broad range of clients, including individuals, pension plans, government entities, and charitable organizations. The firm utilizes both third-party managers and proprietary private investment products, applying quantitative and qualitative due diligence across various asset classes and offering access to specialized strategies and affiliated feeder funds.

Andrew Schniers is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and ten years of industry experience. He has worked at Citigroup since 2018 and previously held roles at JPMorgan Securities LLC and JPMorgan Chase Bank from 2015 to 2018. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of advisory programs and execution services. The firm employs multi-asset, multi-manager investment strategies and operates with significant institutional scale, including in-house research and roles as a swap dealer and futures commission merchant.

Michael Dipiero is a financial advisor at Kestra Advisory with 16 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Hornor Townsend & Kent, Penn Mutual Life Insurance Company, AssetMark Brokerage, Centurion Capital Group, and Capital Brokerage Corporation. He serves as Director of Investments at Coltiva Wealth Planning Partners, focusing on financial planning and insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving notable clients such as sovereign wealth funds.

Amanda Sims is a Series 66 licensed financial advisor at Goldman Sachs Wealth Services with four years of industry experience. Her prior roles include working at Lily Mae's Boutique & Gifts and involvement with nonprofit organizations such as the Durham Public Schools Foundation and the Dream Center. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering tailored financial planning and portfolio management supported by specialized programs and access to alternative investments. The firm integrates proprietary research and a broad network of affiliated financial services to deliver customized investment strategies.

Andrew Denenberg is a CFP® and holds a Series 65 license with 15 years of experience in the financial industry. He is currently with Focus Partners Wealth, LLC and previously worked at Kovitz Investment Group Partners, LLC and Strategic Wealth Partners Group LLC. Outside of advising, he is involved in golf course development as a co-founder and minority owner of related ventures. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, 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 within an enhanced open architecture framework.

Sloan Luckie is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Morgan Stanley, The Ayco Company, and United Capital Advisers. Outside of finance, he is the author of two physical wellness coaching books and is involved in acting, including a role as an accountant in an upcoming film. Goldman Sachs Wealth Services provides financial planning and investment management to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

David Venegas is a financial advisor at Focus Partners Wealth, LLC with 32 years of industry experience. He holds Series 63 and Series 66 designations. His work history includes roles at The Colony Group, LLC, InterOcean Capital Group, Citigroup, Fifth Third Bank, Optionsxpress, Inc., and Charles Schwab. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Seth Lesondak is a CFP® with six years of industry experience, currently serving as an advisor at Steward Partners Investment Advisory, LLC. Prior to joining Steward Partners in 2024, he worked at Raymond James & Associates from 2020 to 2024 and held various positions in investment and service roles dating back to 2014. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services, including discretionary and non-discretionary portfolio management through proprietary and third-party solutions.

Yadira Alvarado is a financial advisor at Fifth Third Securities, Inc. with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fifth Third Securities since 2007. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, offering a range of discretionary managed-account programs and distinctive features such as direct indexing and tax-overlay services.

Chin Hui Su is a financial advisor at &Partners with 24 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she serves as President of the Taiwanese American Chamber of Commerce of Greater Chicago and Vice President of the Taiwanese Chambers of Commerce of North America, focusing on business development and networking between the U.S. and Taiwan. &Partners serves a diverse client base including high-net-worth individuals, institutions, and private businesses, offering investment management, financial and tax planning, and retirement-plan services. The firm employs a combination of fundamental, technical, and quantitative analysis and provides both discretionary and non-discretionary portfolio management through multiple platforms and strategies.

Ronald Dickstein is a financial advisor with Eagle Strategies (NY Life) based in Deerfield, IL. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. His career includes roles at Mass Mutual Investors Services, Signator Investors, Inc., and Equitable Advisors. Additionally, he is appointed as an insurance broker with outside carriers for non-registered insurance products. 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 emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis.

Zachary Barry is a financial advisor at Goldman Sachs Wealth Services with 19 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following a 16-year tenure 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 leverages centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with access to a broad range of affiliated financial products and programs.

Heidi Goetting is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and bringing 32 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021, following a 27-year tenure at Mercer Allied Company, L.P. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and a range of discretionary and non-discretionary managers to deliver tailored wealth management solutions within a large integrated financial group.

Lori Hansen is a financial advisor at William Blair with 40 years of industry experience. She holds the Series 63 and Series 65 designations and has been with William Blair & Company L.L.C. since 1982. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, and institutional clients. The firm employs an active, research-driven approach across various asset classes and provides proprietary models and access to private funds and co-investment opportunities.