Thomas Davidson is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 16 years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm combines centralized investment resources and model portfolios with a range of discretionary and non-discretionary managers, providing tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Edna Rachal is a financial advisor with Eagle Strategies (NY Life) based in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked with Eagle Strategies since 2022 and has been affiliated with New York Life entities since 2008. Outside of her advisory role, she serves as president of the Women’s Ministry and co-chair of Women’s Day at St. Paul AME Church. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored advice across multiple program types and manages predominantly non-discretionary assets, particularly focusing on retirement investors and plan sponsors within an integrated New York Life affiliate structure.

Matthew Foltz is a CFP® and holds a Series 65 license with 10 years of industry experience. He is currently with Corient in Itasca, IL, where he has worked since 2022. His prior experience includes eight years at Balasa Dinverno Foltz LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that blends in-house strategies with third-party manager solutions and specialized offerings through affiliates.

John Lopez is a financial advisor with TIAA-CREF in Niles, Illinois, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank, N.A. He also operates a sole proprietorship related to rental property management. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Raymond Lombardi is a financial advisor at William Blair with 18 years of industry experience. He holds a Series 66 designation and has been with William Blair & Co since 2006. William Blair’s Private Wealth Management division provides 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 offers proprietary models and access to private funds and co-investment opportunities.

William Kasten is a financial advisor with William Blair, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has been with William Blair & Company L.L.C. since 1997. Outside of his advisory role, he is a principal in a boat and net storage business in West Bend, Wisconsin. 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 multiple asset classes and provides proprietary models and access to private funds through its MB Investments Program.

Neil Cohen is a financial advisor with CWM, LLC and Carson Wealth, holding Series 63 and Series 65 licenses and accumulating 22 years of industry experience. He has been a partner at Grossman Cohen & Diamond Inc., a CPA accounting firm and registered investment adviser, since 1997, where he manages accounting, tax, and administrative responsibilities. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages discretionary accounts using model portfolios and combines fundamental and technical analysis with third-party sub-advisors, offering a variety of portfolio management and retirement-plan services.

Kirstin Wiskirchen is a financial advisor with Goldman Sachs Wealth Services, holding Series 65 and Series 66 licenses and bringing 15 years of industry experience. She worked at The AYCO Company, L.P./Mercer Allied for 11 years before joining Goldman Sachs in 2019. 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 integrates strategic and tactical allocation models, manager selections, and both discretionary and non-discretionary implementations, offering access to a broad range of investment options and affiliated services within the Goldman Sachs ecosystem.

Tarah Sikkenga is a ChFC® credentialed advisor with three years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. Her prior experience includes several years at Zurich North America. Wealth Enhancement Advisory Services provides financial planning and asset management for individuals, high-net-worth clients, corporations, and retirement plans, managing over $122 billion in assets through a large advisor network and a variety of program options that combine passive and active investment strategies overseen by an internal Investment Committee.

Carin Roman is a CFP® professional with 21 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2020. Prior to this, she worked for CCP, Inc. for 14 years. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios with multi-factor tilts and a variety of implementation options.

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® with nine years of industry experience, currently affiliated with NorthCoast Asset Management LLC. His prior roles include positions at Focus Partners Wealth, Kovitz Investment Group Partners, Strategic Wealth Partners, Gresham Partners, and Balasa Dinverno Foltz. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations, utilizing a quantitative and systematic investment approach with proprietary models and multi-factor risk management. The firm offers a broad range of portfolio management strategies, including access to affiliated private investment vehicles.

James Jaramillo is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has worked at Independent Financial Partners since 2011 and previously held roles at LPL Financial and Sheridan Road Advisors. Outside of his advisory work, Jaramillo serves as a board member of 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 tens of thousands of clients and offers both decentralized investment strategies and centralized asset management options, with notable capabilities in retirement-plan advisory and pension consulting.

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.

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.

Jonathan Henkels is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 registrations and bringing six years of industry experience. His work history includes roles at firms such as Savant Wealth Management and The Northern Trust Company. Outside of financial advising, he is involved with Garfield's Beverage Warehouse. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm utilizes a variety of discretionary and non-discretionary programs featuring in-house and third-party investment solutions, and maintains integration with Ameritas affiliates to offer a broad platform of advisory services.