Bradley Mills is a financial advisor with Fifth Third Securities, Inc. in Elmhurst, IL, holding a Series 66 designation and 25 years of industry experience. He has been with Fifth Third Securities since 2005. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and use of platforms like Fidelity Institutional Wealth Adviser.

John Werd is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and one year of industry experience. His prior work experience includes roles at Frost Bank and Delos Living LLC, as well as earlier positions outside of finance. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients. The firm provides financial planning and portfolio management supported by specialized teams and integrates strategic allocation models, manager selections, and both discretionary and non-discretionary implementations across multiple platforms.

Ronald Newman is a financial advisor with PNC Wealth Management, holding Series 66 and Series 63 credentials and 20 years of industry experience. His prior roles include positions at Merrill and Bank of America, N.A. He is also a minority owner and consultant at Silver Millennium Publishing, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees that uses approved model strategies managed by PNC or third-party strategists and invests in mutual funds and ETFs with annual rebalancing.

Stephen Gregg is a CFP® professional with 21 years of industry experience, currently serving at Transamerica Financial Advisors. His prior roles include positions at Prudential and Pacific Life, among others. He may also perform home office functions for other business units within Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to individuals, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers through multiple program platforms to serve a broad client base.

Matthew Bloom is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2013 and 2015, respectively. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with comprehensive oversight and maintains unique market roles, including swap dealer and futures commission merchant activities.

Ethan De Rose is a Series 66 licensed advisor with Bankers Life Advisory Services, Inc., having worked in the financial services industry since 2023. His experience includes roles at Bankers Life Securities, Inc., and Bankers Life & Casualty, Inc., as well as prior work in construction and education. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management, as well as retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management according to clients’ goals and risk tolerances.

Dominic Colletti is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2022. Prior to joining Mercer, he worked at Polaris Wealth Advisory Group and Fidelity Investments. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, families, business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified portfolios and offers a range of solutions such as discretionary and non-discretionary management, financial planning, and retirement consulting.

Irene Kapusciarz is a financial advisor at &PARTNERS with 25 years of industry experience. She holds a Series 66 credential and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she manages banquet operations at the European Chalet at the Mayor’s Mansion in Chicago. &PARTNERS serves a diverse client base including individuals, institutions, retirement plans, charitable organizations, and sovereign wealth funds. The firm provides investment advisory and brokerage services, utilizing both proprietary and third-party strategies across fundamental, technical, and quantitative analysis approaches.

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.

Lawrence Lazar is a financial advisor with United Planners' Financial Services of America, holding a Series 66 designation and bringing 27 years of industry experience. His prior roles include positions at Western International Securities, Kovack Advisors, and Kovack Securities. Outside of his advisory work, he serves as president and CEO of Lazar Financial, a marketing entity. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors, operating an open-architecture platform with multiple custodians and third-party money managers.

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.

Christopher Valvassori is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience and a Series 66 designation. He has worked at Goldman Sachs & Co. LLC since 2021 and previously held roles at The Ayco Company, L.P./Mercer Allied, Chicago Sport and Social Club, and Coro Enterprises. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm utilizes strategic allocation models and manager selections, offering a range of platforms and fee arrangements while integrating resources across the Goldman Sachs ecosystem.

Joao Pedro De Figueiredo Godoy is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs Ayco Personal Financial Management since 2021. His prior roles include positions at VH Valuations, Lake Forest College, FARO Advisory, and Depfi/Mosendo. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm provides tailored financial planning and portfolio management, leveraging extensive resources within the Goldman Sachs ecosystem, and offers a range of specialized programs and investment solutions.

Mashaab Munaf is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience and holds a Series 66 designation. Prior to joining Goldman Sachs, Munaf’s career includes roles at Schreiber Foods, Madison Gas and Electric, and Quality Cellular/US Cellular. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, institutional clients, and plan sponsors. The firm utilizes strategic allocation models and a range of platforms to tailor investment solutions, drawing on resources from across the Goldman Sachs ecosystem.

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.

Scott Nicholson is a Series 66 licensed financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He has worked at Goldman Sachs Ayco since 2022 and previously held a position at Morgan Stanley in 2021. Prior to his advisory career, he was employed in various roles including at Lake Forest College and with landscaping businesses. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management supported by specialized services such as Private Family Office and Executive Wealth programs, utilizing strategic allocation models and both discretionary and non-discretionary implementations within the broader Goldman Sachs ecosystem.

Michael Flynn is a financial advisor with Citigroup Global Markets who holds Series 63, 65, and 66 licenses and has 29 years of industry experience. His prior roles include positions at Fifth Third Securities and Allstate Life Insurance Company. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies and a broad set of advisory and execution services with institutional scale and diverse market roles.

Robert Hanson Jr. is a CFP® with 28 years of industry experience, currently serving at Private Advisor Group, LLC since 2025. Prior to this, he worked at Vermillion Financial Advisors for 36 years. He provides investment advice through a business named The Monydr alongside his role at Private Advisor Group. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for a broad range of clients including individuals, trusts, estates, and corporate retirement plans. The firm offers portfolio management, financial planning, and access to third-party asset managers, employing various investment strategies and supporting held-away account management through technology partnerships.

Brittany Argaez is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. She holds the Series 65 designation and has worked previously at Kovitz Investment Group Partners, LLC and Strategic Wealth Partners. Her background also includes four years at the University of Dayton. Focus Partners Wealth serves a diverse range of clients including individuals, families, corporate and institutional investors, offering investment management, financial counseling, family office services, and other wealth management solutions. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis with third-party managers and offers a broad platform of affiliated service companies and product relationships.