Catherine Goel is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with Kovitz Investment Group Partners, LLC and Relative Value Partners Group, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a wide range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within a tax- and fee-sensitive framework, utilizing fundamental and quantitative analysis alongside various portfolio management tools.

Alexander Vergara is a financial advisor at William Blair with one year of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments, Deloitte, and Verizon. 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 an active, research-driven approach across multiple asset classes and offers proprietary portfolios and access to private funds and co-investment opportunities.

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.

Jeffrey Mauritzen is a CFP® professional with 25 years of industry experience, currently affiliated with Principal Financial Services. His prior roles include long-term positions at Farmers Insurance Group and Farmers Financial Solutions, as well as ownership of the Jeffrey R Mauritzen Insurance Agency DBA 3 Point Financial. He is also active as a mortgage loan originator with Team USA Mortgage. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, 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.

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 financial advisor with Commonwealth Financial Network in Deerfield, IL. He holds the ChFC® designation and Series 63 and 65 licenses, with 43 years of experience in the industry. He has been with Commonwealth Financial Network since 2000. Outside of advisory work, he is a notary public. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and their individual and institutional clients. The firm offers a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody/clearing services.

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 Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has been with both Guardian Life and Park Avenue Securities since 2009. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, supported by proprietary and third-party platforms, along with access to insurance products and alternative investments through its affiliation with Guardian Life.

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 with Clearstead and holds a Series 65 designation. He has two years of industry experience and has worked at Clearstead Advisors since 2025. Prior to that, he was with Waveland Family Office and Waveland Investments, where he spent over two decades. Since 2024, he has served as a Director on the Audit Committee for the Cion Grosvenor Infrastructure Fund. Clearstead serves affluent private clients and institutional investors, providing investment management, financial planning, tax planning, family office administration, and consulting services. The firm employs institutional investment disciplines and offers a range of portfolios including mutual funds, ETFs, alternative investments, and a proprietary Direct Indexing strategy.

Megan Bauman is a financial advisor at William Blair with 13 years of industry experience. She holds Series 66 and Series 63 designations 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 emphasizes active, research-driven management across various 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 with Fifth Third Securities, Inc. in Chicago, IL. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to his current role, his work history includes positions at Fifth Third Bank, Fastenal, and experience as a caregiver. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, institutions, corporations, trusts, and retirement accounts. The firm offers investment advisory and brokerage services through multiple program types and third-party portfolio managers on its Passageway Managed Account platform.

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, holding a Series 66 designation and 17 years of industry experience. He has worked at William Blair since 2013 and was previously with Edward Jones from 2009 to 2013. Outside of his advisory role, he coaches lacrosse for the Evanston Youth Lacrosse Organization. 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 access to proprietary models, third-party sub-managers, and private investment opportunities.

Richard Stanfel is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at &PARTNERS. He previously held roles at Wells Fargo Advisors and Wells Fargo Clearing. Stanfel also manages a personal condominium and a family limited partnership that owns real estate holdings. &PARTNERS serves a diverse client base including individuals, institutions, and charitable organizations, offering investment management, financial and tax planning, and retirement consulting. The firm employs a range of analytical approaches and utilizes both proprietary and third-party strategies, with services delivered through a dual-registered advisory and broker-dealer platform.

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.