Christopher Rhoades is a financial advisor at Waverly Advisors, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Positive Equity, B&C Enterprises, and various educational institutions. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-markets allocations, offering a range of investment management, financial planning, and multi-family office services.

Joseph Orsolini is a financial advisor with World Equity Group, Inc. in Schaumburg, IL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with World Equity Group since 2002 and also serves as President and Owner of College Aid Planners, Inc., a firm specializing in college financial aid consulting and tax preparation. Outside of his advisory roles, Orsolini is involved in youth wrestling as an assistant coach and serves as Treasurer and Board Member for Rising Tide Wrestling, a nonprofit supporting economically challenged youth in the sport. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a wide range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm offers managed portfolios through its Adhesion Money Management wrap-fee program, utilizing third-party money managers and risk-tolerance assessments to guide investment strategies.

Samuel Lee is a CFP® with 12 years of industry experience and currently serves at Highpoint Planning Partners. His prior experience includes roles at Kovack Advisors, Financial Engines Advisors, Bank of America, and Merrill. Highpoint Planning Partners serves a range of clients including individuals, pension plans, trusts, and corporate entities, offering services such as discretionary asset management, financial planning, and retirement plan advisory. The firm employs fundamental analysis to construct client investment policies and utilizes various platforms to deliver consolidated advisory services.

Keith Mooney is a CFP® and ChFC® with 31 years of experience in the financial industry. He is currently with VestGen Advisors, LLC and has held positions at firms including Triad Advisors, Sequoia Wealth Management, and LPL Financial. Outside of advising, he serves as president and organizer of Capital Financial Education Group, a nonprofit that provides educational seminars. VestGen Advisors, LLC offers investment management, financial planning, and retirement plan services to a diverse client base including individuals, high-net-worth clients, small businesses, and institutional entities. The firm combines advisor-level client relationships with centralized portfolio construction, employing third-party managers and proprietary strategies to serve a broad range of clients.

Michael Niewiadomski is a CFP® and Series 66-registered advisor with three years of industry experience. He is currently with Dynamic and has prior experience at Lincoln Financial Advisors, as well as roles outside the financial industry. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and unaffiliated registered investment advisers. The firm emphasizes a long-term, client-specific portfolio construction process and offers portfolio management, financial planning, retirement plan services, and sub-advisory support, with particular focus on supporting other advisers through integrated technology and outsourced services.

Michael Seidler is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked previously at Bankers Life and Bankers Life Securities, and currently also serves as an associate and investment advisor representative at Burling Wealth Advisors Inc. in addition to his role at Gradient Advisors. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of investment advisor representatives and third-party money managers, employing a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis in portfolio construction.

David Rog is a financial advisor at Goldman Sachs Wealth Services with 12 years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs since 2021, following an 11-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, corporations, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Cole Swearingen is a CFP® professional at Brookstone Capital Management LLC with four years of industry experience. He has worked at Franklin Wealth Advisors, RMB Capital, and Prizm Financial Advisors. Outside of finance, he owns and operates a small business raising beef cows, selling meat cuts directly to consumers. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Benjamin Parker is a financial advisor at Brookstone Capital Management LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2018. Outside of finance, he has been involved in music instruction through his business, Ben Parker Music Instruction, since 2009. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, and sovereign wealth funds. The firm delivers investment management primarily on a discretionary basis through model portfolios, unified managed accounts, and separately managed accounts, supporting a large network of advisors with back-office and turnkey asset management platform services.

Austin Martineau is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with two years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, Strategic Wealth Partners, and Kams LLC. Outside of advisory work, he previously managed Ultimate Carwash and Detail Center. Focus Partners Wealth 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 combines active and passive strategies within an enhanced open architecture framework.

Joel Hirsh is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Kovitz Investment Group Partners, LLC for 10 years and Kovitz Securities, LLC for 14 years prior to joining Focus Partners Wealth. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Michael Peregrym is a financial advisor with Brookstone Capital Management LLC in Wheaton, IL, holding a Series 66 designation and 10 years of industry experience. His career includes 11 years at Edward Jones before joining Brookstone Capital Management and Dowling Financial Services in 2025. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and a wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions, offering discretionary investment management primarily via model portfolios, unified managed accounts, and separately managed accounts.

Michael Bemoras is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at Airbrij Technology, Inc., Veriown Global, Inc., Hireology, and Veriown Americas, LLC. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual, executive, corporate, and institutional clients. The firm uses tailored allocation models and combines proprietary research with a broad range of services, leveraging capabilities across the Goldman Sachs network.

Paul Moy is a CFP® with 47 years of industry experience, currently serving as an advisor at SPC since 2011. He is also associated with Sigma Financial Corporation during the same period. Outside of his advisory role, Moy is a licensed insurance agent appointed with various insurance companies, acts as a trustee for his own trust, and offers notary public services in Cook County, Illinois. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisors.

David Deschamps is a CFP® with 18 years of industry experience, currently serving at Corient. His prior experience includes roles at Balasa Dinverno Foltz LLC, Ausdal Financial Partners, Inc., and KRM Financial Services. Corient provides investment advisory and financial planning services to a diverse client base, using a goals-based, team investment approach that integrates in-house strategies with third-party managers and customized asset allocation. The firm offers specialized services including family office, tax, and corporate trustee services, and manages affiliated private fund platforms.

Scott Krzeminski is a financial advisor at William Blair with 31 years of industry experience. He has been with William Blair & Company since 2014. He holds Series 63 and Series 65 licenses. 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 various asset classes and offers proprietary models and access to private funds and co-investment opportunities.

Brian Early is a financial advisor with William Blair, holding a Series 66 designation and 16 years of industry experience. He has been with William Blair & Company since 2011. 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 proprietary models and access to private funds through its MB Investments Program.

Alan Flota is a financial advisor with Eagle Strategies (NY Life) based in Elgin, IL, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Eagle Strategies and affiliated entities in 2025, he spent 32 years working for School District U-46. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Goran Tomic is a financial advisor with PNC Wealth Management in Norridge, IL, holding Series 63 and Series 66 designations and 16 years of industry experience. His prior roles include positions at Fifth Third Bank, CUNA Mutual Group, BMO Harris Financial Advisors, Citigroup Global Markets, and Merrill. Outside of his advisory work, he serves as an authorized signer for a non-investment related business, Tipperary Door County LLC. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot offering that uses algorithmic risk assessment to recommend investment strategies implemented via approved mutual funds and ETFs.

Maxwell Rinn is a financial advisor at AE Wealth Management, LLC with eight years of industry experience. He holds the Series 65 and Series 66 credentials and has worked at firms including Fisher Investments, JP Morgan, and Merrill Lynch. In addition to his advisory role, he is involved with Scott Tucker Solutions, Inc., where he participates in insurance sales. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, corporations, trusts, and ERISA plan sponsors. The firm employs discretionary model portfolios and multiple investment strategies, serving over 127,000 clients with a focus on standardized model and platform services.