Michael Lawrence is a CFA® charterholder with five years of industry experience. He has worked at CWM, LLC, Carson Wealth, and Carson Group since 2021, and previously spent 23 years at Chicago Equity Partners. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and more than 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and provides services including portfolio management, financial planning, retirement-plan solutions, and sub-advisory offerings.

Joanna Pomagier is a financial advisor with William Blair, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked at William Blair since 2017 and previously at Northern Trust Securities Inc. and Northern Trust Bank. 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 access to proprietary models, third-party sub-managers, and private investment opportunities.

Christopher Viveiros is a financial advisor with Eagle Strategies (NY Life) based in Deerfield, Illinois. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. He has been with Eagle Strategies since 2012 and has been affiliated with New York Life and its related entities since 2000. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and emphasizes non-discretionary asset management within an integrated structure affiliated with New York Life.

Michael Karmin is a CFP® and CFA® with 13 years of experience in the financial advisory industry. He is currently affiliated with NorthCoast Asset Management LLC and has previously worked at Strategic Wealth Partners Group LLC and Kovitz Investment Group Partners, LLC. 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, utilizing proprietary models and risk management techniques to deliver portfolio management across a variety of strategies.

David Port is a financial advisor with William Blair, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with William Blair & Company L.L.C. since 1995. William Blair’s Private Wealth Management division provides 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, offering proprietary models and access to private funds and co-investment opportunities.

William Maniscalco is a financial advisor with Mesirow Financial Investment Management, Inc. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has been with Mesirow Financial since 1998. Maniscalco is a member of the Italian American Chamber of Commerce and the Italian American Political Coalition. Mesirow Financial Investment Management’s Wealth Management division provides investment management and financial planning services to private individuals, pension and profit-sharing plans, government entities, charitable organizations, and institutional clients. The firm utilizes both third-party managers and proprietary private investment products and applies quantitative and qualitative due diligence across various asset classes, including mutual funds, equities, fixed income, ETFs, and alternative investments.

Fredric Hoffman is a financial advisor with Fifth Third Securities, Inc. in Niles, IL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Fifth Third Securities since 2009. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing clients access to multiple discretionary managed-account programs, including direct indexing and tax-overlay services.

James Galiger is a CFP® professional with 35 years of industry experience, currently affiliated with SPC. He has been with Sigma Financial Corp since 2001. Outside of his advisory role, he assists with his spouse’s business as a bartender/server at LG Events in Park Ridge, IL. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a structure that includes fiduciary and non-fiduciary roles supported by formal succession and compliance protocols.

Dominic Ruggerio Jr. is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and having nine years of industry experience. He has worked with various affiliated entities of Bankers Life since 2013 and currently manages a team of agents in an insurance capacity, overseeing hiring and training related to Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment process.

Christopher Zajac is a financial advisor at Goldman Sachs Wealth Services with 14 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following an eight-year tenure at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and model portfolios while providing tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

William Paton is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by proprietary and third-party research.

Garrett Dahm is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been providing financial guidance since 2017. He specializes in developing strategies and offering advice tailored to the short- and long-term financial objectives of individuals, families, and businesses. As a qualified Portfolio Manager, Garrett manages discretionary Personalized and Defined Strategies that may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment options. His areas of focus include family wealth management, services for endowments, foundations, and non-profits, liquidity management, retirement planning, portfolio management, tax minimization, and strategies for sports and entertainment clients. Garrett earned a Personal Investment Advisor (PIA) designation. He completed his high school education at Prospect High School and attended Harper College without earning a degree. Outside of his professional role, Garrett has a background in classical guitar, having performed solo and with orchestras worldwide since the age of four. Notably, he performed in multiple cities in Australia during the opening ceremonies of the 2000 Olympics. He lives in Mt. Prospect with his wife Tanya and their son Jace. His personal interests include golfing, ice hockey, practicing guitar, and spending time with his family.

Scott Omansky is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he is an unpaid associate at Component Solutions Inc., a wholesale and distribution business based in Illinois, which he is currently planning to transition for sale or closure. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and global market estimates while generally acting in an advisory capacity without providing individual security recommendations in standalone planning services.

Mark Silbert is a financial advisor at Ameriprise Financial Services with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Theodore Govedarica is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and has been associated with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, delivering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that includes firm-approved tools and modeling techniques.

Mark Lefevre is a financial advisor at LPL Financial with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, providing both discretionary and non-discretionary management supported by research and various investment strategies.

Meeta Vakil is a CFP® and Series 66 credentialed advisor with 16 years of industry experience. She has been with J.P. Morgan Securities LLC since 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Kevin Nagasawa is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley for nine years before joining Merrill. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Christopher Tutt is a financial advisor at Fidelity with Series 65 and Series 63 credentials and one year of industry experience. His work history includes seven years at Bank of America and four years at PNC Bank NA prior to his current role. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Helen Ku is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies, use of systematic methodologies, and application of AI-driven research tools.