Johnathan Ellison is a Series 66-licensed financial advisor with six years of industry experience. He currently works at Citigroup Global Markets and has previously held roles at several firms including Morgan Stanley, E*Trade Capital Management, and JPMorgan Chase Bank. Citigroup Global Markets serves a diverse client base ranging from workplace and high-net-worth individuals to ultra-high-net-worth segments. The firm offers a range of investment advisory programs and execution services, implementing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.

Daniel Ogrodny is a financial advisor at Mariner with two years of industry experience. He holds a Series 65 designation and has worked at Mariner Wealth Advisors since 2021, following prior roles at Arlington Wealth Management and The Planning Group. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering customized investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with third-party manager allocations and provides integrated tax and accounting services uncommon among large advisory enterprises.

Jason Williams is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has three years of industry experience, including roles at Northwestern Mutual and Park Avenue Securities. His career also includes a long tenure at Travelers Insurance prior to his financial advisory positions. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individual and institutional clients with brokerage, financial planning, retirement consulting, and advisory programs. The firm combines proprietary and third-party investment strategies and offers both discretionary and non-discretionary advisory services.

Jordan Beadle is a financial advisor at Mariner Wealth Advisors with three years of industry experience. He holds a Series 65 designation and has been with Mariner since 2018, including the firm's current Oakbrook Terrace, IL office. Prior to joining Mariner, he worked at VS Technology, Inc. Mariner serves a diverse client base, including individuals, trusts, and institutional accounts, offering investment management, financial planning, retirement consulting, and tax services. The firm combines customized discretionary portfolios with in-house research and third-party managers, and it integrates tax and accounting services along with administrative family office and financial wellness capabilities.

Elizabeth Bell is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at W Greig & Company LLC and Datum 9 Analytics LLC. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored investment strategies supported by proprietary research, comprehensive planning services, and access to alternative investments through integrated teams across the Goldman Sachs platform.

Joshua Walters is a Certified Financial Planner (CFP®) with 14 years of industry experience. He currently works at Voya Financial Advisors, Inc. and has held positions at several firms, including LPL Financial LLC, Calamos Wealth Management, and J.P. Morgan Chase Bank. Voya Financial Advisors, Inc. serves individual clients, retirement plans, and charitable and corporate entities, offering financial planning, portfolio management, and brokerage and insurance products. The firm utilizes model portfolios, affiliated strategies, and third-party managers, delivering advice primarily on a non-discretionary basis.

Jonathan Baker is a CFA® charterholder with 10 years of industry experience. He is currently with Corient, where he has worked since 2022, following prior roles at Balasa Dinverno Foltz and CIPW Service Company. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and specialized offerings such as family office and trustee services.

Amir Ahmed is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. Prior to that, he was employed at The Ayco Company, L.P./Mercer Allied and KPMG. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support 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, operating within a large integrated financial group with access to a broad range of affiliated products and services.

Kevin Mc Kay is a financial advisor with Principal Financial Services and holds the ChFC® designation along with Series 63 and Series 66 licenses. He has three years of industry experience and previously worked at firms including LPL Enterprise, Prudential, Northwestern Mutual, and New York Life. Mc Kay has a background in law, having been affiliated with the Fair Housing Clinic at UIC Chicago School of Law and UIC School of Law for several years. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money managers through advisory and promoter arrangements.

Tyler Hujik is a financial advisor with Goldman Sachs Wealth Services in Deerfield, IL, holding a Series 66 designation and 12 years of industry experience. He has been with Ayco/Goldman Sachs & Co. LLC since 2018 and previously worked at The AYCO Company, L.P./Mercer Allied from 2013 to 2021. 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 institutions. The firm integrates centralized investment resources and model portfolios with a range of discretionary and non-discretionary managers, offering tailored solutions such as executive and personal wealth services, private family office support, and retirement plan education.

Heather Locus is a CFP®-certified financial advisor with 25 years of industry experience. She is currently with Corient, where she has worked since 2022, following a 22-year tenure at Balasa Dinverno Foltz LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and utilizes various risk management tools to align portfolios with client objectives.

Julia Larson is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and four years of industry experience. She has worked at Goldman Sachs Ayco Personal Financial Management since 2021 and has a background that includes multiple roles at Lake Forest College and involvement with Sandcastle and Minneapolis United Soccer Club. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management solutions supported by strategic allocation models and a wide range of platforms, leveraging the broader Goldman Sachs network and specialized advisory teams.

Mark Perkins is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been a principal at Perkins & Zayed, a law firm specializing in estate planning, since 1999. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm delivers investment management primarily through discretionary model portfolios, unified managed accounts, and separately managed accounts, supporting a large advisor network with turnkey asset management and wrap-fee programs.

Benjamin Krotky is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 credential and beginning his industry experience in 2026. Prior to joining Bankers Life, he worked in various roles including positions at United Parcel Service and educational institutions. In addition to his advisory role, he is licensed as an insurance agent, brokering Medicare-related health insurance plans through Blue Cross Blue Shield. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach focuses on customized asset allocation, periodic rebalancing, tax efficiency, and a combination of fundamental, technical, and cyclical analysis.

David Farra is a financial advisor with Eagle Strategies (NY Life) based in Downers Grove, IL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been affiliated with New York Life Insurance Company since 2009 and with Eagle Strategies since 2016. Outside of his advisory role, he serves as Chairman of the Board of the Ray Graham Association, which supports individuals with disabilities and their families in Du Page County. Eagle Strategies offers financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, institutional clients, and plan sponsors. The firm’s approach includes multiple program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.

Nicholas Bova is a CFP®-credentialed financial advisor with 12 years of industry experience. He currently works at &Partners and previously spent 13 years at Wells Fargo. &Partners serves a diverse client base, including individuals, institutions, retirement plans, and charitable organizations. The firm offers both investment advisory and brokerage services, utilizing a combination of proprietary models and third-party manager solutions across various investment strategies.

Geoffrey Brown is a CFP® with eight years of experience in the financial industry. He is currently with Mariner Wealth Advisors and previously worked at Kovitz Securities, Kovitz Investment Group Partners, JMG Financial Group, and Northern Trust Company. Mariner serves a diverse range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal management team and external managers, and provides integrated tax, accounting, and family office services uncommon in large advisory enterprises.

Nicholas Shane is a financial advisor with Lincoln Investment, holding a Series 66 designation and 18 years of industry experience. Prior to joining Lincoln Investment in 2026, he worked for AGIA from 2022 to 2026 and VALIC Financial Advisors from 2015 to 2026. He is also licensed to sell non-securities insurance products. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of model portfolios, employing both strategic and tactical investment approaches supported by an Investment Management & Research team.

Michael Pezzuto is a CFP® with 17 years of industry experience, currently serving as a financial advisor at William Blair since 2013. He holds Series 63 and Series 65 licenses. 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 investment opportunities.

Vivian Villers is a CFP® with 41 years of industry experience, currently serving at SPC since 1998. She also has a long tenure with Sigma Financial Corporation dating back to 1991. Outside of her advisory work, Villers is a paid public speaker on special needs planning for families and is involved with SAGE Planning, which offers various insurance products. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers and approximately $5.66 billion in assets under management. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies based on client suitability with options for discretionary and nondiscretionary management.