Shelton Mudzingwa is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and previously worked at Palisades Growth Capital. Outside of his advisory role, he serves as an assistant rugby coach at Lake Forest College. Goldman Sachs Wealth Services offers financial planning and portfolio management to a diverse client base, including individuals, executives, and institutions, utilizing strategic and tactical allocation models and a range of fee arrangements.

Jack Newman is a financial advisor at Focus Partners Wealth, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Kovitz Investment Group Partners, Newman & Schimel, Llc, and Mesirow Financial. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Jerry Means Jr. is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. He has been with Brookstone since 2008 and also operates an insurance business through Gateway Senior Solutions, Inc. Brookstone Capital Management is an SEC-registered adviser that provides 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.

Virginia Morrow is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 credential and has previously worked at PwC and UCLA in addition to her current role. 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 supported by strategic allocation models and manager selections, with access to specialized services and alternative investments.

Sarah Lall is a financial advisor at Fifth Third Securities, Inc. with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fifth Third Securities since 2014. 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 offers multiple discretionary managed-account options, including direct indexing and tax-overlay services, and operates as a wholly owned subsidiary of Fifth Third Bank.

Dan Milosevic is a financial advisor with Guardian Life and holds a Series 66 credential. He has two years of industry experience, including roles at Guardian Life and Park Avenue Securities. Outside of his advisory work, he is involved in logistics and delivery services through ownership of BearKeepers LLC and Tigon Investments Inc. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms.

George Hurley is a CFP® and Series 66-licensed advisor with nine years of industry experience. He is currently with Creative Planning and has previously worked at Northern Trust Securities, JP Morgan Securities, JPMorgan Chase Bank, and Wells Fargo Clearing Services. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, 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, managing approximately $295.6 billion in client assets across more than 1,100 advisors and 151 offices.

Matthew Lovett is a financial advisor at Brookstone Capital Management LLC with 15 years of industry experience. He holds Series 63 and Series 66 designations and operates an independent compliance consulting business serving advisors, broker-dealers, and law firms. 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 RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis using model portfolios, unified managed accounts, and separately managed accounts.

Ethan Krumwiede is a financial advisor at Mariner with a Series 65 designation and three years of industry experience. His prior roles include positions at Doyenne Wealth Advisors LLC and Chicago Wealth Management, Inc. Outside of his advisory work, he provides live DJ services through Mode Events in Chicago. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporate entities, offering investment management, financial planning, retirement consulting, and access to specialized investment vehicles. The firm emphasizes discretionary, customized portfolio strategies supported by comprehensive tax and accounting services and unique operational capabilities such as administrative CFO functions and employer financial wellness tools.

David Budzisz is a financial advisor with Focus Partners Wealth, LLC in Deerfield, IL, holding a Series 65 designation and one year of industry experience. He has worked previously at Kovitz Investment Group Partners, LLC and Strategic Wealth Partners. His background also includes roles at Carthage College and involvement with the Carthage College Athletic Department. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Andrea Smith is a financial advisor with Brookstone Capital Management LLC in Wheaton, IL. She holds Series 66 and Series 63 licenses and has 13 years of industry experience. Her prior work includes roles at JP Morgan Securities LLC and JP Morgan Chase Bank NA. Additionally, she is involved in insurance and annuity activities and sales. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs strategic and dynamic asset-allocation models, utilizes a variety of investment vehicles including ETFs and structured notes, and serves as a sub-advisor to other advisory programs.

Brunilda Veliu is a financial advisor with Citigroup Global Markets in Oak Brook, IL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with Citigroup Global Markets since 2007. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with extensive internal oversight and maintains a combination of large institutional scale along with specialized market roles.

Jonathan Lamar is a financial advisor at William Blair with 16 years of industry experience. He holds the Series 66 designation and has worked at William Blair since 2016. Prior to that, he was with Hightower Advisors from 2012 to 2016 and Morgan Stanley from 2010 to 2012. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides proprietary models and access to private funds and co-investment opportunities through its MB Investments Program.

Blake Warner is a financial advisor at SPC with eight years of industry experience. He holds a Series 66 designation and has worked at Sigma Planning Corporation and Sigma Financial Corporation since 2018. Prior to that, he was employed at Anchor Brake Shoe from 2015 to 2018. Warner is also a licensed life and health insurance agent and operates under the DBA Touch Financial Group. SPC serves a diverse client base including 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 advisers.

David Tucker is a financial advisor with AE Wealth Management, LLC in Chicago, IL, holding a Series 65 designation and 11 years of industry experience. He has worked at AE Wealth Management since 2018 and previously at SGL Financial LLC. Outside of his advisory role, he is the author of the book "Escape Illinois" and conducts informational classes through FMT Rejuvenate Your Retirement. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, utilizing various investment strategies and supporting third-party RIAs through sub-advisory and model-licensing arrangements.

Johnathan Worrells is a financial advisor with Eagle Strategies (NY Life) in Deerfield, IL, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with Eagle Strategies since 2016 and has been affiliated with New York Life and its related entities since 2012. Outside of his advisory role, he works part-time in the hospitality industry as a banquet server and bartender. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions and primarily manages assets on a non-discretionary basis through an integrated structure linked to New York Life.

Ross Browne is a financial advisor at Brookstone Capital Management LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Brookstone since 2016, following a year at Horter Investment Management and ongoing involvement with Irongate Advisory since 2006, where he serves as president and owner managing annuity and life insurance sales. 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 RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis through model portfolios and managed accounts.

Michael Benstein is a financial advisor at William Blair with 14 years of industry experience. His prior roles include positions at Charles Schwab, Enova International, and Capgemini Consulting. He holds Series 63 and Series 66 designations. 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 active, research-driven management across multiple asset classes and provides proprietary models, third-party sub-managers, and access to private funds through its MB Investments Program.

Jennifer Chung is a Certified Financial Planner (CFP®) with 19 years of industry experience. She is currently an advisor at Corient and has previously worked at Balasa Dinverno Foltz LLC and Morgan Stanley. Corient provides investment advisory and financial planning services to a diverse clientele, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and uses risk management tools and stress testing to align portfolios with client objectives.

Mark Sommerville is a financial advisor at Brookstone Capital Management LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at various firms including LPL Financial, Prudential Insurance Company of America, and HSBC Securities. Outside of advisory work, he is involved as a licensed representative in the fixed and indexed annuity and life insurance business. 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 broad client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, offering investment management primarily on a discretionary basis via model portfolios, managed accounts, and various specialized strategies.