Arinola Afolabi is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, she held positions at Piper Sandler and worked at the University of Illinois at Urbana-Champaign. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients, providing financial planning, portfolio management, and specialized programs such as Private Family Office and Executive Wealth services. The firm utilizes strategic allocation models, manager selections, and operational tools including tax-aware techniques and proprietary analytics to tailor portfolios to client objectives.

Justin Draper is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Citigroup since 2017 and previously held roles at J.P. Morgan Securities and JPMorgan Chase Bank NA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and is notable for its large institutional scale and unique market roles, including derivatives and futures services.

Kurt Wittmeyer is a CFP® professional with seven years of industry experience, currently serving at Corient. His prior roles include positions at Balasa Dinverno Foltz LLC and Northern Trust. He also mentors young adults through 3rd Decade, providing guidance on personal financial planning. Corient offers investment advisory and financial planning services to a diverse clientele, 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.

Nivene Al Ibrahim is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co LLC since 2022. Prior to her financial advising career, she held various roles including positions at the University of Wisconsin-Madison and in the retail and hospitality sectors. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, leveraging integrated financial group capabilities and a range of discretionary and non-discretionary management strategies.

Gidon Neuman is a financial advisor at &PARTNERS with a Series 66 designation and one year of industry experience. His prior work includes roles at 3826 Ventures LLC, Illinois Urgent Care LLC, and Cagan Management Group. &PARTNERS serves a wide range of clients including individual investors, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services, financial planning, ERISA consulting, and investment banking, utilizing both proprietary and third-party investment strategies through platforms such as Envestnet.

Thomas Collar is a CFP® professional with 14 years of industry experience. He has worked at Balasa Dinverno Foltz LLC for 13 years and has been with Corient and its affiliated entities since 2022. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that incorporates internal strategies, third-party managers, and risk management tools, with distinctive capabilities in private fund offerings and affiliated trust and broker-dealer services.

Nolan Goslee is a financial advisor at Brookstone Capital Management LLC with 11 years of industry experience. He held prior roles at Kalos Management and Kalos Capital and served eight years in the US Army Reserves. Outside of his advisory work, he serves as treasurer on the Highland Hill Community Board of Directors. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other entities. The firm employs strategic and dynamic asset allocation strategies, including proprietary models and a range of investment products, while also acting as a sub-advisor to other advisory programs.

Christopher Hill is a CFP® and CFA® charterholder with nine years of experience in the financial services industry. He is currently an advisor at Wealth Enhancement Advisory Services, LLC, where he has worked since 2023. His prior experience includes roles at LPL Financial, LaSalle Investment Management Distributors, LLC, Invesco, and Aon. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process that combines passive and active management across multiple risk classes, supported by an internal Investment Committee and quantitative and fundamental research.

Cory Eagerman is a financial advisor at Creative Planning with Series 66 and Series 65 credentials and five years of industry experience. His prior roles include positions at Iron Financial and Morningstar Financial, where he worked for three and eleven years, respectively. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, along with supplementary techniques such as tax-loss harvesting and selective private market exposure.

John Dewald is a financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. He holds a Series 66 designation and has previously worked at The AYCO Company, L.P./Mercer Allied, Wayne Hummer Investments LLC, and Axa Advisors, LLC. Dewald is based in Deerfield, Illinois. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management supported by strategic allocation models and access to specialized programs such as Private Family Office services and Alternative Investments.

Gzim Mehmeti is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Citigroup Global Markets since 2007. Outside of his advisory role, he is the managing partner of DNM Holdings LLC, a commercial real estate venture based in Chicago. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique market roles, including swap dealer and futures commission merchant activities.

George Pantazis is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Lincoln Investment since 2025. His prior roles include positions at Charles Schwab & Co., Inc. and Icma Retirement Corporation. Lincoln Investment serves individuals, charitable organizations, businesses, and many employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and manages a mix of in-house and third-party investment strategies overseen by a dedicated Investment Management & Research team.

Lindsey Holton is a financial advisor at William Blair with 16 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has been with William Blair since 2015. 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 equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Tracy McMahon is a CFP® professional with eight years of industry experience. She has been with Mariner Wealth Advisors since 2018 and previously worked at JMG Financial Group, LTD from 2016 to 2018. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and private funds, providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party managers, with notable integration of tax and accounting services uncommon for a firm of its size.

Jeremy Schletz is a financial advisor at Cerity Partners LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Edge Financial Advisors for eleven years. He is based in Wheaton, Illinois. Cerity Partners delivers customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm uses tailored asset allocation, manager selection, and proprietary quantitative screens alongside third-party managers and individual securities to build client programs.

John Kaldis is an advisor at Fifth Third Securities, Inc. with four years of industry experience. He holds the Series 63 and Series 65 designations. Kaldis has been with Fifth Third Securities since 2021 and has a longer tenure with Fifth Third Bank starting in 2016. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients across both advisory and brokerage channels. The firm offers multiple investment programs through the Passageway Managed Account platform, combining third-party portfolio managers and various strategies such as mutual funds, SMAs, and direct indexing.

Steven Fortner is a financial advisor at William Blair with 13 years of industry experience. He has been with William Blair since 2018 and previously worked at Northern Trust Hedge Fund Services from 2016 to 2018. He holds Series 66 and Series 63 designations. 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 emphasizes active, research-driven management across various asset classes and provides proprietary models and access to private funds and co-investment opportunities.

Sherwin Lesk is a CFP® professional with 24 years of experience in financial advising. He has worked at Hightower Advisors since 2017 and was previously with Leonetti & Associates, LLC for 11 years. Lesk has also practiced law as a licensed attorney in Illinois, dedicating less than 10% of his time to this activity. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm employs a multi-manager investment approach, utilizing both affiliated and third-party managers, and offers a range of portfolio management and consulting services.

Alexander Bobin is a CFA® charterholder with six years of industry experience, currently serving as an advisor at Brookstone Capital Management LLC since 2019. Prior to this, he spent eleven years at AG Development, where he remains a partner involved in real estate activities, including financial modeling and capital project oversight. 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, offering a range of discretionary investment strategies and sub-advisory services.

Lauren Rosberg is a CFP® with 19 years of industry experience, currently with Mercer Global Advisors Inc. since 2023. Her prior roles include positions at Nadler Financial Group, Ausdal Financial Partners, and Capital Asset Advisory Services, among others. She receives residual income from the sale of Medicare supplement insurance. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach focused on globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options alongside financial planning and tax support services.