Steven Weil is a financial advisor at Creative Planning with 28 years of industry experience. He holds a Series 65 designation and previously worked at IRON Financial, LLC for 26 years before joining Creative Planning in 2021. Weil serves as a voluntary advisory board member for Charles Schwab and Epic Retirement Plan Services. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various portfolio customization options and integrated retirement plan services.

Adam Hillebold is a financial advisor with Eagle Strategies (NY Life) based in Schaumburg, IL. He holds Series 63 and Series 66 licenses and has nine years of industry experience. Prior to joining Eagle Strategies in 2024, he worked at NYLIFE Securities LLC and New York Life Insurance Company since 2017 and at Tovar Snow Professionals Inc from 2014 to 2017. He is also licensed as an insurance broker, working part-time in that capacity. Eagle Strategies serves a diverse client base, including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its regulatory assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Edward Zegers is a CFP® professional with 15 years of experience in the financial services industry. He is currently with Goldman Sachs Wealth Services and has previously worked at Bank of America, Merrill, J.P. Morgan Securities, and JPMorgan Chase. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth, Personal Wealth, and Private Family Office support within a large integrated financial group.

Bradley Gempeler is a financial advisor at &Partners with 27 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining &Partners in 2024, he worked at Wells Fargo Clearing for eight years. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutional clients, offering investment management, financial and tax planning, and consulting services. The firm employs a combination of fundamental, technical, and quantitative analysis with both proprietary and third-party strategies, and operates as both a registered investment adviser and a broker-dealer.

Kyle Crowley is a financial advisor with NewEdge Advisors in Arlington Heights, IL, holding a Series 66 credential and 10 years of industry experience. His prior work includes roles at LPL Financial and Wells Fargo Clearing. Outside of his advisory work, he is involved with the Northwest Chargers Hockey Association. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of services including portfolio management, financial planning, and access to sponsored advisory programs, with an investment approach that combines in-house manager selection, third-party model portfolios, and advisor discretion.

Angela Grannan is a financial advisor with Hightower Advisors in Deerfield, IL, holding Series 63, 65, and 66 licenses and possessing 34 years of industry experience. Her prior experience includes roles at Vining Sparks, Chase Investment Services, and BMO Harris Financial Advisors. She has been with Hightower since 2019. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through its network of Advisor Practices.

Joseph Stinton is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and nine years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent five years with The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth services, using strategic allocation models and proprietary research tools to tailor plans across various client needs and fee structures.

Neal Price is a financial advisor at Focus Partners Wealth, LLC with 28 years of industry experience. He holds the CFP® and CFA® designations and has worked previously at Kovitz Investment Group Partners, Strategic Wealth Partners Group LLC, and Mesirow Financial. Price serves on the advisory board of ABCM Healthcare LLC, a concierge medicine business. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, alongside access to private funds and multiple specialized financial solutions.

Philip Sandrok is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Schaumburg, Illinois. He holds the Series 63 and Series 65 credentials and has 12 years of industry experience, all with Fifth Third Securities since 2014, having also worked with Fifth Third Bank since 2011. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients, including high-net-worth individuals, corporations, and trusts, through both advisory and brokerage services. The firm offers investment programs via the Passageway Managed Account platform, utilizing multiple program types and third-party portfolio managers tailored to client risk profiles.

Cristian Hirit is a financial advisor with PNC Wealth Management in Norridge, IL, holding Series 65 and Series 63 licenses and 12 years of industry experience. He previously worked at Bank of America N.A. and Merrill from 2014 to 2022 before joining PNC Investments LLC in 2022. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven risk assessment and invests in approved mutual funds and ETFs with annual rebalancing.

Dennis Parker is a CFP® and PFS™ professional with 25 years of experience in the financial industry. He has been with Money Concepts Capital Corp since 2004 and is also the president and owner of an accounting firm, Dennis A. Parker CPA Ltd., established in 1984. Additionally, he holds an ownership role in an independent health insurance agency, Parker Financial Services, Inc. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in assets through a network of several hundred advisors and employs model-driven, asset-allocation strategies supported by third-party managers and technology platforms.

Ryan Devore is a financial advisor at William Blair with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with William Blair since 2012. Outside of his advisory role, he serves on the board of Merit Music School in Chicago and is a regional director for the Naval War College Foundation. 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 an active, research-driven investment approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

John Selzer is a CFP® with 40 years of experience in the financial services industry. He has worked at Capital Point Financial Group, LTD. for 10 years, LPL Financial for 19 years, and Guardian Life for one year. He is currently with Allworth Financial, L.P. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations, providing financial and wealth planning, portfolio management, retirement plan consulting, and education through newsletters, podcasts, and seminars. The firm uses a combination of quantitative and qualitative analysis to implement customized investment strategies across various asset classes and offers specialist portfolios tailored to different client values and goals.

Jacob Brunetti is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2017, following a prior role at The Ayco Company, L.P./Mercer Allied. Brunetti also has experience from Indiana University and a brief tenure at Uncle Sam Fireworks. Goldman Sachs Wealth Services serves a broad range of clients, including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management tailored to client objectives, supported by integrated resources across the Goldman Sachs organization and employs a variety of investment strategies and operational tools.

John Mcchesney is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Churchill Management Group, Charles Schwab, TD Ameritrade, Zacks Investment Management, and Morgan Stanley. 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 employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Adam Goldman is a financial advisor at Mesirow Financial Investment Management, Inc. with 39 years of industry experience. He has been with Mesirow Financial since 2000. Outside of his advisory role, he serves as president of The James M. Gartenberg Memorial Scholarship Fund and holds board positions with several nonprofit organizations, including Sukkat Shalom synagogue, Roger Williams University, Earl Monroe New Renaissance Basketball School, and Briarwood Country Club. Mesirow Financial Investment Management, Inc. offers discretionary and non-discretionary investment management and financial planning to a diverse client base, including individuals, pension plans, government entities, and charitable organizations. The firm employs a combination of quantitative and qualitative due diligence to construct portfolios and provides access to proprietary private investment products and third-party managers.

Aakanksha Sharma is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and four years of industry experience. Her prior roles include positions at Aditya Birla Sun Life AMC Ltd. and Mitraz Financial. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm leverages strategic allocation models, manager selections, and proprietary analytics, providing clients access to a broad range of investment solutions within the Goldman Sachs ecosystem.

Rebecca Karpel is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has held positions at Goldman Sachs & Co. LLC, Avid Business Advisors, and the Department of Justice. Outside of her financial career, she previously worked at Orange Theory for three years. Goldman Sachs Wealth Services provides comprehensive financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm integrates strategic allocation models and specialized programs while leveraging the broader Goldman Sachs ecosystem to offer a wide range of investment and advisory services.

Suzanne Anderson is a financial advisor with William Blair, holding Series 63 and Series 65 designations and over 30 years of industry experience. She has been with William Blair & Company L.L.C. since 1989. William Blair’s Private Wealth Management division provides 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 offers proprietary models and access to private funds through its MB Investments Program.

Daniel Sunday is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds a Series 66 designation and has previously worked at Altair Advisers, Signature Advisors Group, and Arlington Capital Management. Outside of finance, he was involved with the University of Illinois Women's Basketball team from 2018 to 2020. Goldman Sachs Wealth Services advises a broad client base including individual investors, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management services supported by strategic allocation models, manager selections, and various implementation platforms, leveraging resources across the Goldman Sachs ecosystem.