Edward Gray III is a CFP® and Series 66-registered advisor with 15 years of industry experience. He is currently with The Colony Group, LLC and Buckingham Asset Management, LLC, having previously worked at Financial Solutions Advisory Group, Inc. and Morgan Stanley. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, employee benefit consulting, and access to private and registered pooled investment vehicles. The firm employs an investment approach that blends active and passive strategies within an enhanced open architecture framework, incorporating fundamental and quantitative analysis alongside alternative tools such as trend-following and options overlay strategies.

Luke Wolchuk is a financial advisor with SPC based in Chicago, IL, holding a Series 66 designation and four years of industry experience. He has worked at Sigma Planning Corporation since 2022 and previously at Dwayne Johnson & Associates and CNH Industrial. Outside of advisory services, he is a partner in a CPA and tax preparation practice where he assists with tax return preparation and electronic submissions. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a team of over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary investment management tailored to client needs.

David Hanson is a CFP® with 46 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2010. His prior experience includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of finance, he is a minority partner in a Wheaton-based partnership focused on land ownership, farming, and wetland creation. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including advisory programs, financial planning, investment management, brokerage, and M&A advisory with both discretionary and non-discretionary managed solutions.

Brandi Ruffalo is a financial advisor at Independent Financial Group, LLC with 24 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Independent Financial Group since 2009. Outside of her advisory role, she owns Valuation & Forensic Partners, LLC, which provides business valuation, litigation, and divorce consulting services. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm employs a combination of firm- and third-party investment models and utilizes both passive and active management across multiple risk profiles.

Adria Siewert is a ChFC® and Series 66 credentialed advisor with 18 years of industry experience. She has been with Wealth Enhancement Advisory Services, LLC and its affiliated entities since 2013, and previously worked at LPL Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by quantitative and fundamental research and a structured rebalancing process.

John Pestikas is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with PNC investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account accessible to employees with existing PNC Bank online credentials. Their approach uses approved strategies executed via mutual funds and ETFs, relying on algorithmic risk assessments and delegating portfolio management and proxy voting to third parties.

Jerome O'Reilly is a financial advisor at PlanMember Securities Corporation with 39 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Vista Financial Group Ltd. and OSAIC. O'Reilly is also involved in insurance sales and services through his sole proprietorship, Vista Financial Group Ltd. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education, support, and personalized retirement planning to its clients.

Thomas Zimmerman is a Series 66-registered financial advisor with two years of industry experience. He has worked at Goldman Sachs Wealth Services since 2024, with prior roles at William Blair and Private Vista LLC. Outside of finance, he was employed at Hinsdale Golf Club from 2016 to 2022. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm uses strategic allocation models and manager selections to tailor portfolios and offers a range of services such as Private Family Office programs, Financial Wellness, and access to Alternative Investments.

Keletso Zondo is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience and holds the Series 66 designation. Prior to joining Goldman Sachs & Co. LLC in 2021, Zondo worked at Goldman Sachs Ayco Personal Financial Management and Ayco, a Goldman Sachs company. Their background also includes roles at Lake Forest College and Waterford Kamhlabe UWCSA. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management tailored to client objectives, leveraging strategic allocation models, external manager selections, and a range of implementation options within the broader Goldman Sachs ecosystem.

Kristina Denton is a financial advisor at Corient with 11 years of industry experience. She holds a Series 65 designation and has worked at Corient and its affiliated entities since 2022, following eight years at Balasa Dinverno Foltz LLC. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and employs risk management tools to align portfolios with client objectives.

Casey Madden is a CFP® professional with 17 years of industry experience, currently serving at Brookstone Capital Management LLC since 2009. He also operates CM Financial Planning, where he provides annuities, long-term care, and life insurance services. Brookstone Capital Management is an SEC-registered adviser offering 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.

Joseph Tabet is a financial advisor at William Blair with Series 63 and Series 65 credentials and 41 years of industry experience. He has worked at William Blair since 2004 and has held positions at Mony Securities Corporation and Mutual of New York since 1991. 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 employs an active, research-driven approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private funds.

Justin Wilson is a CFP® with 21 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2006. He also has concurrent experience with Fifth Third Bank over the same period. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with a corporate affiliation to a large bank, offering multiple discretionary managed-account options, including direct indexing and tax-overlay services.

Scott Farwell is a financial advisor at Fifth Third Securities, Inc. with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fifth Third Securities and Fifth Third Bank since 2022. Prior to that, he was with TD Ameritrade for five years and Edge Financial Advisors for one year. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account programs combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.

Neil Davies is a financial advisor at Creative Planning with Series 65 and Series 66 credentials and seven years of industry experience. His prior roles include several years at Capital Strategies Investment Group and Wells Fargo Clearing. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutional clients, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, tax-loss harvesting, and selective private market exposure across a wide range of advisory offerings.

Stacy O’Brien is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 12 years of industry experience. Prior to joining Benjamin F. Edwards in 2022, she worked at Morgan Stanley for 11 years. Outside of her advisory role, she is involved as a sales representative in a wholesale and distribution business in Draper, UT. Benjamin F. Edwards & Company serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including advisory programs, investment management, financial planning, and brokerage, employing both proprietary and third-party strategies across equity and fixed income portfolios.

Richard Sugarman is a financial advisor at Goldman Sachs Wealth Services with 23 years of industry experience. He holds a Series 66 designation and previously worked at The AYCO Company, L.P./Mercer Allied for 15 years before joining Goldman Sachs in 2021. Outside of his advisory role, he serves as a part-time instructor at Northwestern University, teaching topics related to the Certified Financial Planner Certification. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individual and high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and affiliated teams to deliver tailored wealth management solutions through a combination of discretionary and non-discretionary managers.

Michael McKevitt is a CFP®-designated financial advisor with 18 years of industry experience. He has worked at Private Advisor Group, LLC since 2015 and previously spent eight years with LPL Financial. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary advisory model and offers a range of managed account solutions, including its proprietary WealthSuite platform and third-party strategies.

John Kozuch is a CFP® with over 34 years of experience in the financial services industry. He is currently a part owner and financial professional at Kfa Partners, LLC dba Carson Wealth, and has held roles at Cetera Wealth Services, LPL Financial, and Twenty Two Wealth Management, LLC. He also holds a life, annuities, and long-term care insurance license. Kozuch is affiliated with CWM, LLC, an SEC-registered investment adviser overseeing approximately $50.6 billion through a network of more than 650 advisors. The firm provides discretionary asset management, financial planning, retirement plan services, and customized portfolio solutions supported by an Investment Committee and a range of technology and custodial partnerships.

Joseph Foltz is a CFP® with six years of industry experience and is currently an advisor at Corient. His prior experience includes roles at Balasa Dinverno Foltz LLC and several other financial and educational organizations. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools to align portfolios with client objectives.