Lisa Shake is a financial advisor at William Blair with three years of industry experience. She holds a Series 66 designation and has worked at William Blair since 2021. Prior to joining William Blair, she spent nine years at Fifth Third Private Bank. 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 strategies across various asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Charles Schuster is a financial advisor at Creative Planning with a Series 65 designation and one year of industry experience. His prior work includes roles at Monroe Capital LLC and Madison Boats LLC, along with four years at the University of Wisconsin-Madison. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing over $295 billion in client assets through more than 1,100 advisors.

Katherine Morris is a CFP® professional with 22 years of industry experience, currently serving at Planmember Securities Corporation. She has held positions at Veritrust Wealth Management since 2013 and was a member of the Oswego Police Pension Board from 2010 to 2018. In addition to her financial advisory work, she is involved in a non-investment administrative business. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios while offering participant education and support services.

Nicholas Curcio is a CFA® charterholder with 10 years of industry experience. He has worked at TIAA since 2017 and joined TIAA-CREF in 2025. His prior experience includes roles at HarrisDirect LLC and E*TRADE Capital Management LLC. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients with pre-existing TIAA employer retirement plan relationships. The firm offers customized portfolio management and operates as adviser to a donor-advised fund, applying a fiduciary standard within its vertically integrated advisory model.

Rachel Kowalczyk is a CFP® credentialed financial advisor with 11 years of industry experience. She has been with Mariner since 2018 and previously worked at Balasa Dinverno Foltz LLC for four years. Kowalczyk operates out of Mariner’s Oakbrook Terrace, IL office. Mariner serves a diverse group of clients including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized portfolio strategies supported by an internal investment team and third-party managers, and provides integrated tax, accounting, and family office capabilities alongside traditional advisory services.

Jason Brooks is a CFP® professional with 27 years of experience in the financial services industry. He is currently with Independent Financial Partners and IFP Securities, LLC, where he has worked since 2019. His prior experience includes roles at First Heartland Consultants, Inc., Signature Financial Services, Ltd, and First Heartland Capital Inc. Outside of advisory work, Brooks is involved in bookkeeping, accounting, and tax preparation through a separate business activity. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with notable capabilities in retirement-plan advisory and pension consulting.

Jesse Zaragoza is a financial advisor with Eagle Strategies (New York Life) based in Downers Grove, Illinois, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, U.S. Bancorp Investments, LLC, and New York Life Insurance Company. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate and charitable clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Steve Shyman is a financial advisor at Brookstone Capital Management LLC with 14 years of industry experience. He holds a Series 65 credential and has worked at Brookstone since 2015. Additionally, he operates Wilsave Financial and is involved as a distributor of water ionizer machines. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions. The firm delivers investment management primarily through discretionary model portfolios, unified managed accounts, and separately managed accounts, and supports a large advisor network with back-office and turnkey asset management platform services.

Sarah Krapec is a financial advisor at Principal Financial Services with 10 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior work includes roles at Global Retirement Partners, LLC, Strategic Retirement Partners, and Kestra Financial, Inc. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, and business entities. 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.

Corey Speck is a Series 65-licensed financial advisor at Mariner with three years of industry experience. He has been with Mariner since 2018. Outside of his advisory role, he serves on the board of the Rolfe Pancreatic Cancer Foundation, where he helps raise funds and coordinate events. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm offers customized discretionary portfolios supported by in-house research and third-party managers, along with integrated tax, accounting, and family office services.

Maxwell Bromley is a financial advisor at Mercer Global Advisors Inc. with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Morningstar Investment Services LLC, TD Ameritrade, PeopleFirst Bank, and Midwestern Securities Trading Co. LLC. 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 nonprofits. The firm employs a Modern Portfolio Theory-based approach featuring globally diversified, risk-appropriate portfolios with multi-factor tilts and utilizes a variety of implementation options such as ETFs, mutual funds, separate accounts, and direct indexing.

Whitney King is a financial advisor at PNC Wealth Management with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, and JPMorgan Chase. Outside of finance, she performs as a singer-guitarist in an Alice in Chains tribute band. PNC Wealth Management offers retail brokerage and advisory services primarily through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessment and invests via mutual funds and ETFs.

Thomas Ferraro is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill and Wells Fargo in various capacities. Outside of his advisory role, Ferraro coaches wrestling and other sports and serves as a board member of a religious organization. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including functioning as a swap dealer and futures commission merchant.

Juan Jasso is a financial advisor at Fifth Third Securities, Inc. with four years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Fifth Third Bank. Outside of his advisory role, he owns a car rental business in West Chicago, IL. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and a tax-overlay service, operating as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration.

Farah Pradhan is a financial advisor with Eagle Strategies (NY Life) in Hoffman Estates, IL, holding Series 63 and Series 65 licenses and 21 years of industry experience. She has been affiliated with Eagle Strategies since 2011 and has been with New York Life and NYLIFE Securities since 2003 and 2004, respectively. Outside of her advisory role, she owns an insurance brokering business focused on non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, providing financial planning, investment management, and advisory services. The firm offers multiple program types tailored to client objectives and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Mark Tyszkiewicz is a financial advisor at TIAA-CREF with 18 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Fidelity and U.S. Bank. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing employer plan relationships. The firm combines one-time planning services with ongoing portfolio management and acts as adviser to a donor-advised fund within a vertically integrated structure.

Andrea Jevne is a financial advisor at Brookstone Capital Management LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley and Ameriprise. 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.

Joshua Larson is a CFP® with eight years of industry experience currently with Corient. He has worked previously at Balasa Dinverno Foltz LLC and Sebold Capital Management. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Patrick Rule is a financial advisor with William Blair in Clarendon Hills, IL, holding a Series 66 designation and 15 years of industry experience. He has been with William Blair since 2016. William Blair’s Private Wealth Management division serves individuals, foundations, pension, and corporate clients through discretionary and non-discretionary investment management, financial planning, and wealth services. The firm employs an active, research-driven approach across equities, fixed income, and alternative strategies, offering proprietary models and access to private funds and co-investment opportunities.

Veena Gandhi is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been with Transamerica Financial Advisors since 2015 and is also involved in estate planning education through roles with Inheritguard, LLC and LSPN Pro LLC. Additionally, she participates in activities related to insurance sales and client education with affiliated entities including World System Builders and EBRM Agency. Transamerica Financial Advisors serves a diverse client base including individuals, high net worth clients, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio and third-party manager approach across multiple platforms, including Transamerica ONE and TFA365, with approximately $1.7 billion in regulatory assets under management.