Adriana Jovsic is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds a Series 66 designation and has previously worked at Ayco Goldman Sachs and Lake Forest College in various roles. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to diverse clients, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Kevin Meehan is a CFP® and ChFC® with 40 years of experience in the financial services industry. He has been with Wealth Enhancement Advisory Services, LLC since 2013 and has prior experience at LPL Financial. Outside of his advisory role, he is involved in real estate through ownership of DHC Realty LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Michael Garrison is a CFP® and CFA® with eight years of industry experience. He is currently with NorthCoast Asset Management LLC and has previously worked at Focus Partner Wealth, Kovitz Investment Group Partners, Strategic Wealth Partners, and BMO Harris Bank NA. NorthCoast Asset Management provides investment advisory services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach using proprietary models and manages portfolios across a wide range of strategies, including alternatives and private investment funds.

Emily Sobut is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 17 years of industry experience. She has worked at Goldman Sachs since 2021 and previously spent 13 years at The AYCO Company, L.P./Mercer Allied. Outside of her advisory role, she serves as a brand ambassador for AM Golf Trips, a sports organization based in Chicago. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, offering tailored solutions such as executive wealth management, retirement plan education, and private family office support.

Lisa Hanley is a financial advisor at Lincoln Investment with the Series 66 designation and two years of industry experience. Prior to joining Lincoln Investment in 2025, she worked at James Noe and held roles outside the financial industry, including at Jun Group and Bazaarvoice. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a significant focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a variety of advisory and brokerage services supported by an Investment Management & Research team using strategic and tactical investment approaches.

Michael Sirvinskas is a financial advisor at William Blair with 39 years of industry experience. He has been with William Blair & Company L.L.C. since 1993 and holds Series 63 and Series 65 credentials. 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 approach across multiple asset classes and provides proprietary models, third-party sub-advisers, and access to private funds through its MB Investments Program.

Charis Ellis is a financial advisor with Commonwealth Financial Network in Wheaton, IL, holding CFP® and Series 66 designations. She has 11 years of industry experience, including roles at Edward Jones and Timothy Financial Counsel, Inc. Charis also serves as an event coordinator for College Church in Wheaton, organizing weddings and other church events on an as-needed basis. Commonwealth Financial Network is a national dual-registered broker/dealer and SEC-registered investment adviser supporting approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a comprehensive platform that includes managed-account programs, third-party asset manager access, and custody/clearing services.

Adam Larson is a CFA® charterholder with 18 years of industry experience. He is currently with Corient, where he has worked since 2022, following previous roles at Balasa Dinverno Foltz LLC and Savant Capital Management. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and employs risk management tools alongside alternative investments where appropriate.

William Buhr is a CFA® charterholder with 13 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at JPMorgan Chase Bank NA, J.P. Morgan Securities LLC, and Wells Fargo Advisors. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a broad client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting through a combination of passive and active investment strategies overseen by an internal Investment Committee.

Aris Tatevosian is a financial advisor at Fifth Third Securities, Inc. with 24 years of industry experience. His prior work includes roles at J.P. Morgan Securities, Northwestern Mutual, Arlington Capital Management, and Country Financial. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through both advisory and brokerage services. The firm offers multiple investment programs on the Passageway Managed Account platform, providing options ranging from mutual fund and ETF models to separately managed accounts with tax-overlay and direct indexing strategies.

Jeffrey Stensland is a financial advisor with Kestra Advisory who holds the PFS™ designation along with Series 63 and Series 65 licenses. He has 35 years of industry experience, including over 20 years with Kestra Investment Services and a decade at Kestra Advisory. Outside of his advisory role, he serves as president of AFS Group Ltd., which provides administrative support. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including large plan sponsors. The firm provides services such as fiduciary consulting, plan design, and investment advisory, with a client base that includes sovereign wealth funds and other large investors.

Douglas Clermont is a financial advisor with TLG Advisors, Inc., holding a Series 63 designation and 26 years of industry experience. His prior roles include positions at The Leaders Group, Inc., GBS Insurance & Financial Services, Principal Life Insurance Co., and PrinCor Financial Services. He is also licensed as an outside insurance agent, selling fixed life, fixed annuities, disability, long-term care, and health insurance. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services. Its approach combines fundamental analysis and Modern Portfolio Theory, with a direct-to-consumer program called Starlight Portfolios that uses risk questionnaires to customize portfolios reviewed quarterly.

Frank Schoen is a financial advisor with Transamerica Financial Advisors in Hoffman Estates, IL, holding Series 63 and Series 65 credentials and 27 years of industry experience. He is the owner of The Force Agency, Inc. and S2C Tax & Accounting Services LLC, where he provides tax preparation and accounting services. Schoen has been with Transamerica Financial Advisors since 2012. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with a range of proprietary and third-party investment models in discretionary and non-discretionary programs.

Ashley Seubert is a CFP® with 17 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2026. Prior to this, she worked at Kovitz Investment Group Partners, LLC and Strategic Wealth Partners Group LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, private funds, and ETFs.

Thomas Marx is a financial advisor at William Blair with 40 years of industry experience. He has been with William Blair & Company L.L.C. since 1995. Marx holds Series 63 and Series 65 designations. 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 active, research-driven management across multiple asset classes and offers proprietary model portfolios and access to private funds through its integrated platform.

William Howson is a CFP® with ten years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2025. His prior roles include four years at HighTower Securities LLC and Bank of America, as well as experience at Merrill and The Vanguard Group. Mariner serves a diverse client base that includes individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal investment team and third-party managers, and provides enhanced tax and accounting integration as well as family office and employer financial wellness solutions.

Mark Diorio is a CFA® charterholder with 16 years of industry experience. He has been with Brookstone Capital Management LLC since 2015. The firm provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. Brookstone Capital Management employs a range of investment strategies, including strategic and dynamic asset-allocation models, Unified Managed Accounts, and options-enhanced strategies, while also serving as a sub-advisor to other advisory programs.

James Alexander is a CFP® certified financial advisor at Cerity Partners LLC with 16 years of industry experience. His prior roles include positions at Edge Portfolio Management, TD Ameritrade Investment Management, and Scottrade. Cerity Partners provides customized wealth management services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset-allocation and manager selection strategies, integrating proprietary quantitative screens alongside third-party managers and individual securities.

Ethan Shack is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds the Series 66 designation and has worked previously at Advantage xPO and JCC Chicago, among other roles. Goldman Sachs Wealth Services offers 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 utilizes centralized investment resources and model portfolios, delivering services through a combination of discretionary and non-discretionary managers within a large integrated financial group.

Cory Rappaport is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with Focus Partners Wealth, LLC and has held positions at Kovitz Investment Group Partners, Strategic Wealth Partners, and Morgan Stanley among others. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment strategy utilizing a combination of fundamental and quantitative analysis, consultant-derived capital market assumptions, and third-party separate account managers, offering a wide range of investment and wealth management services.