Kyle Kadish is a financial advisor with Allworth Financial, L.P., holding Series 65 and Series 66 credentials and two years of industry experience. He has previously worked at Fidelity Investments and Goldman Sachs Ayco Personal Financial Management. Outside of his advisory work, Kadish is a co-founder of Clinch Sports, Inc. and Fancity, Inc., where he provides strategic consulting and marketing guidance in the sports and gaming sectors. Allworth Financial serves a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers comprehensive financial planning and portfolio management, utilizing a combination of quantitative and qualitative analysis to implement customized investment strategies across various asset classes.

Andrew Buchta is a CFP® with 28 years of industry experience, currently serving as a financial advisor at &PARTNERS since 2026. He previously worked at Wells Fargo Clearing for 10 years. &PARTNERS serves a diverse client base including individuals, institutions, and corporations, offering investment management, financial and tax planning, and retirement-plan services. The firm employs a range of analytical approaches and portfolio management options, operating under dual registration as both a registered investment adviser and a broker-dealer.

Kyle Thorpe is a CFP® with 10 years of industry experience, currently with &Partners in Arlington Heights, IL. He previously worked at City National Bank and RBC Capital Markets, LLC. Outside of his advisory role, he is involved as a director and member of related entities managing office space operations. &Partners serves a diverse client base including high-net-worth individuals, institutions, and retirement plans, offering investment management, financial and tax planning, and brokerage services. The firm employs a variety of analysis methods and both proprietary and third-party strategies, with a range of discretionary and non-discretionary account management options.

Thomas Sandt is a financial advisor at Mercer Global Advisors Inc. with 32 years of industry experience. His prior roles include positions at TIAA-CREF, Academy Securities, First Trust Portfolios, and Citigroup Global Markets. He holds the Series 63 and Series 65 credentials. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios implemented with a mix of ETFs, index funds, separate accounts, and private funds.

Matthew Kocanda is a CFP® and holds a Series 66 license, with 15 years of industry experience. He is currently with Corient, where he has worked in various capacities since 2022, including a role at Corient Services LLC beginning in 2023. His prior experience includes seven years at Balasa Dinverno Foltz LLC. 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 combining in-house strategies and third-party solutions, and offers specialized services through affiliated entities such as family office and corporate trustee services.

Eryn Clemens is a Series 66 licensed financial advisor with 12 years of industry experience. She has worked at Goldman Sachs Wealth Services since 2021 and previously spent nine years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base including individuals, high-net-worth households, corporate participants, and institutional clients. The firm integrates centralized investment resources and a range of tailored offerings, delivering services through both direct and partner programs.

Sydney Lukatsevich is a CFP® with eight years of industry experience, currently serving at MAI Capital Management, LLC since 2026. Prior to joining MAI, he held roles at Calamos Financial Services LLC, Calamos Wealth Management LLC, Mowery & Schoenfeld Wealth Management, Mutual of Omaha Advisors, Axa Advisors, and Morgan Stanley. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm employs a customized approach to portfolio management across multiple strategies and offers services including trust administration and insurance through affiliated entities.

Gary Erickson is a financial advisor with Eagle Strategies (NY Life) in Deerfield, IL, holding Series 63 and 65 licenses and bringing 36 years of industry experience. He has worked at Eagle Strategies since 2004 and previously at Oakwell Financial Partners from 2017 to 2019. Erickson serves as a board member for the LaGrange Area Department of Special Education (LADSE). Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individuals, institutions, and corporate sponsors. The firm offers multiple advisory programs and emphasizes tailored recommendations, managing most assets on a non-discretionary basis.

Mirko Reithofer is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with Fifth Third Securities, Inc. and Fifth Third Bank, having previously worked at U.S. Bank, U.S. Bancorp Investments, Inc., and PNC Bank and its affiliated entities. Fifth Third Securities, Inc. serves individual, high-net-worth, and institutional clients through both investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account Platform, including mutual fund and ETF models, separately managed accounts, and direct indexing strategies.

Audie Murphy is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds Series 65 and Series 66 licenses. Prior to his current role, his work history includes positions with professional sports organizations and academic institutions. Goldman Sachs Wealth Services serves a broad client base ranging from individual investors to institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm uses strategic allocation models and multiple investment teams to tailor client portfolios, leveraging the broader Goldman Sachs ecosystem and advanced operational tools.

Steven Perlman is a financial advisor with Mesirow Financial Investment Management, Inc. in Highland Park, IL, holding Series 63 and Series 65 registrations and bringing 32 years of industry experience. He has been with Mesirow Financial since 1993. Outside of his advisory role, he serves as Vice President of Pearl Motors, Inc., where he is involved in selling and financing used cars. Mesirow Financial Investment Management, Inc.’s Wealth Management division offers discretionary and non-discretionary investment management and financial planning services to a range of clients, including individuals, pension plans, government entities, and charitable organizations. The firm employs both proprietary and third-party investment strategies across multiple asset classes and manages affiliated feeder funds investing in institutional real estate and private equity master funds.

Charles Collins is a financial advisor at &PARTNERS with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing for 10 years and Morgan Stanley for a combined 5 years. He joined &PARTNERS in 2026. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and ERISA consulting, utilizing a combination of fundamental, technical, and quantitative analysis through discretionary and non-discretionary portfolios.

Catherine Goel is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with Kovitz Investment Group Partners, LLC and Relative Value Partners Group, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a wide range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within a tax- and fee-sensitive framework, utilizing fundamental and quantitative analysis alongside various portfolio management tools.

Alexander Vergara is a financial advisor at William Blair with one year of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments, Deloitte, and Verizon. 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 portfolios and access to private funds and co-investment opportunities.

Marcus Coleman is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior experience includes roles at Empower Advisory Group, Fidelity Investments, and TIAA-CREF. Outside of advisory work, he owns and operates a content platform focused on interviewing peers and creating industry-related material. Creative Planning is an enterprise firm providing wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, pension plans, trusts, 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.

Jeffrey Mauritzen is a CFP® professional with 25 years of industry experience, currently affiliated with Principal Financial Services. His prior roles include long-term positions at Farmers Insurance Group and Farmers Financial Solutions, as well as ownership of the Jeffrey R Mauritzen Insurance Agency DBA 3 Point Financial. He is also active as a mortgage loan originator with Team USA Mortgage. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Amira Garwood is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and one year of industry experience. Her prior work includes roles at Fidelity Investments and Robert W. Baird, as well as academic experience at Purdue University. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm employs strategic and tactical allocation models and offers a range of advisory services, leveraging integrated capabilities across the broader Goldman Sachs network.

Anupama Gupta Ortiz is a financial advisor with Fifth Third Securities, Inc. in Hoffman Estates, IL, holding a Series 66 designation and 25 years of industry experience. She has been with Fifth Third Securities and Fifth Third Bank since 2005. Outside of her advisory role, she is involved in cosmetic sales as an administrative assistant and participates occasionally as a mystery diner for a Chicago-based restaurant. Fifth Third Securities, Inc. 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 programs and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

James Santos is a financial advisor with Commonwealth Financial Network in Deerfield, IL. He holds the ChFC® designation and Series 63 and 65 licenses, with 43 years of experience in the industry. He has been with Commonwealth Financial Network since 2000. Outside of advisory work, he is a notary public. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and their individual and institutional clients. The firm offers a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody/clearing services.

Steven Block is a ChFC® credentialed financial advisor with 17 years of industry experience, currently affiliated with Eagle Strategies (NY Life). He also operates Blockwall Strategies, Inc., a business involved in selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm primarily manages assets on a non-discretionary basis and offers tailored advisory solutions integrated with New York Life insurance and annuity products.