Wesley Barnes is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Mariner since 2025. He previously worked at Hightower Advisors and Hightower Securities, LLC from 2008 to 2022 and served in the United States Marine Corps Reserves from 2011 to 2017. Outside of his advisory role, Barnes is involved in managing a group of doughnut franchise locations and serves on the board of United Way Northwest Indiana. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through comprehensive investment management, financial planning, and retirement consulting. The firm emphasizes discretionary, customized portfolios overseen by an Investment Committee, integrating in-house research with third-party managers, and offers distinctive tax, accounting, and administrative CFO services.

Jason Mudrock is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following six years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual and high-net-worth clients, as well as corporate and institutional participants. The firm utilizes centralized investment resources and tailored strategies, offering services through both direct and partner-based programs within a large integrated financial group.

Maria Burger is a financial advisor with First Command Advisory Services in Oak Brook, IL, holding a Series 66 designation and eight years of industry experience. She has been affiliated with First Command and related entities since 2017 and is the business owner of MVB Financial Services, LLC. Burger also serves as president and board member of the West Point Society of Chicago, a nonprofit supporting the United States Military Academy, admissions, and alumni. Additionally, she provides consulting services to chemical and manufacturing companies through the Gerson Lehrman Group. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers, using a disciplined manager selection process and established platforms for portfolio administration and custody.

Alexander Kapusta is a financial advisor at Mariner Wealth Advisors with three years of industry experience. He holds a Series 65 designation and has worked previously at Horizon Wealth Management and Kam's. Outside of finance, he has experience with the United States Soccer Federation and Butterfield Country Club. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and integrated tax services. The firm employs customized portfolios overseen by an Investment Committee and provides a range of strategies spanning equities, fixed income, alternatives, and digital assets.

Joseph Holakovsky is a financial advisor with PNC Wealth Management in Elgin, IL, holding a Series 66 designation and 13 years of industry experience. He has been with PNC Investments since 2016. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and manages investments via approved model strategies with mutual funds and ETFs.

Eric Jones is a CFA® charterholder with one year of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior roles include positions at Edge Financial Advisors, Capstone Financial Advisors, Mizuho Securities LLC, and Legal & General Investment Management America. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing, using proprietary quantitative screens alongside third-party managers and individual securities as appropriate.

Thomas Herzing is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has been with Mercer since 2015. 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 nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor tilts, supported by various implementation options and a range of affiliated service lines.

Meya Myrick is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. She holds a Series 66 credential and has prior work experience with Dean Dorton, Gap Inc, American Eagle Outfitters, and the University of Kentucky. Outside of her advisory role, Myrick works part-time as a fitness coach at Solidcore in Chicago. 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 utilizes strategic allocation models, manager selections, and a range of advisory platforms, leveraging the broader Goldman Sachs ecosystem to offer integrated wealth management solutions.

Jennifer Heid is a financial advisor at First Command Advisory Services with 16 years of industry experience. She holds Series 63 and Series 66 designations and has been with First Command in various capacities since 2010. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects and manages model portfolios and third-party managers.

Kyle Martin is a financial advisor with Commonwealth Financial Network based in Wheaton, IL. He holds the CFP® designation and has 11 years of industry experience. Prior to joining Commonwealth and founding Murphy Financial Group, he worked at firms including MML Investors Services, Mass Mutual Life Insurance Company, Lenox Advisors, Inc., and Invesco Advisers, Inc. Outside of his advisory work, Martin is involved in Medicare product referrals through a separate business activity. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and services. The firm provides operational, trading, technology, compliance, and practice-management support, enabling advisors to offer diverse investment solutions including discretionary model portfolios and personalized indexing options.

Victor Champney is a financial advisor with Transamerica Financial Advisors, holding Series 63, 65, and 66 licenses and bringing 17 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and is also involved with The UTC Tax Busters and Inheritguard, LLC. Outside of finance, he operates a music studio, provides music lessons, and performs as a member of a musical band. Transamerica Financial Advisors serves a wide range of clients including individuals, employer-sponsored retirement plans, trusts, and charitable organizations. The firm delivers advisory services primarily through model portfolios and third-party managers, supported by a large advisor network and multiple program platforms.

Nicholas Costa is a CFP® professional with two years of industry experience. He is currently affiliated with Wealth Enhancement Advisory Services, LLC and previously worked at Vermillion Financial Advisors. 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 assets and utilizes a diversified investment process combining passive and active managers with quantitative, momentum, and fundamental analysis.

Ann Marie Cudzilo is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her career includes roles at Transamerica Capital, Inc., Diversified Investors Securities Corp., and First Command Financial Planning. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers comprehensive financial planning and various wrap-fee asset management programs that utilize model portfolios and third-party managers selected by an internal Investment Management Team.

Brian Shevitz is a financial advisor at Mesirow Financial Investment Management, Inc. with 32 years of industry experience. He has been with Mesirow Financial since 1995 and holds Series 63 and Series 65 designations. Mesirow Financial Investment Management’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to private individuals, institutions, and government entities. The firm utilizes both third-party managers and proprietary private investment products, emphasizing portfolio construction through investment policy development and due diligence across various asset classes.

David Mcgranahan is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 credentials and possessing 10 years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, LLC, and Relative Value Partners Group, LLC. He serves on a committee for Congregation Sukkat Shalom’s endowment fund and is an independent board member of Prairie Management Group, a family office. Focus Partners Wealth serves a broad range of clients, including individuals, high-net-worth families, corporate, retirement plan, and institutional clients, offering investment management and comprehensive wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach combining fundamental and quantitative analysis, and it operates a large advisory platform with integrated reporting across managed and held-away assets.

Bradley Buening is a financial advisor at First Command Advisory Services with two years of industry experience. He holds the Series 65 and Series 63 designations. Prior to his advisory career, Buening served in the United States Air Force for 22 years. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized investment management team to design and oversee model portfolios and third-party managers.

Daniel Hedge is a CFP® professional with nine years of experience in financial advising. He currently works at Benjamin F. Edwards & Company, Inc., where he has been since 2023. Prior to that, he spent seven years with Wells Fargo Clearing. Hedge holds leadership roles in local Chambers of Commerce in St. Charles and Elgin, Illinois, and serves as a guest speaker at Village Bible Church. Benjamin F. Edwards & Company provides investment advice and related services to a diverse client base, including individuals, retirement plans, trusts, estates, and corporate clients, offering a range of model-based and customized investment strategies.

Franklin Montes is a financial advisor at Corient with a Series 65 credential. He has been with Corient since 2025 and has prior experience that includes four years at the University of Wisconsin - Madison. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporations. The firm uses a goals-based, team-oriented investment approach that integrates in-house and third-party strategies, continuous portfolio monitoring, and risk management tools.

Curtis Wilcox is a financial advisor with Lincoln Investment in Lombard, IL, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior experience includes roles at VALIC Financial Advisors, AGIA, and MCW Development, LLC, where he is involved in reviewing financial statements for a real estate development business. Lincoln Investment serves individuals, charitable organizations, and businesses, with a focus on educators and retirement plan participants. The firm offers a range of financial planning and investment management services, employing both strategic and tactical approaches supported by quantitative and adaptive intelligence models.

Benjamin Welch is a financial advisor at Lincoln Investment with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Lincoln Investment, LPL Financial, J. McGovern and Associates, and Lincoln Investment Planning. He serves as a Boys U5 Division Coordinator and board member for a youth soccer organization. Lincoln Investment serves individuals, charitable organizations, businesses, and employer‑sponsored retirement plans, focusing on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing both strategic and dynamic approaches across discretionary and non‑discretionary programs.