Joseph Mcmullen is a financial advisor at William Blair with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with William Blair since 2010. Outside of his advisory role, he is a partner in Copperhead Management LLC, a holding company for the purchase and sale of domain names. William Blair’s Private Wealth Management division serves individuals, foundations, pension, and corporate clients with discretionary and non-discretionary investment management, financial planning, and wealth services. The firm employs an active, research-driven approach across multiple asset classes and offers proprietary models and access to private funds and co-investment opportunities.

Thomas Young is a financial advisor at Brookstone Capital Management LLC with 44 years of industry experience. He holds a Series 66 designation and has worked in various advisory and consulting roles, including with TRY Enterprises, Inc and the Prepare Institute, where he assists in recruiting advisors. Young is also involved in a tax preparation and planning business, TRY Tax Planning, LLC. Brookstone Capital Management provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs a range of strategic asset allocation models and investment strategies, integrating proprietary and affiliated funds, and acts as a sub-advisor to other advisory programs.

Dennis Duff is a financial advisor with William Blair in Northbrook, IL, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with William Blair & Co LLC since 2010. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals—including high-net-worth clients—as well as foundations, pension, and corporate clients. The firm employs an active, research-driven approach across equities, fixed income, and alternative strategies, providing proprietary model portfolios and access to private funds and co-investment opportunities.

Patrick Letizia is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has previously worked at Madison Avenue Securities, Inc. and has operated his own insurance and financial services businesses since 1974. Outside of advising, he owns and operates a full-service insurance agency, Letizia Financial. Brookstone Capital Management is an SEC-registered advisory firm serving a broad client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions. The firm offers fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee programs, utilizing discretionary model portfolios, unified managed accounts, and separately managed accounts across various investment strategies.

Carrie Shapiro is a CFP® and holds a Series 63 license with two years of industry experience. She is currently an advisor at Creative Planning, having previously worked at Sageview Advisory Group, Capital Strategies Investment Group, Sanford C. Bernstein & Co., and SD Mayer & Associates. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Curtis Loveday is a financial advisor with Benjamin F. Edwards & Company, Inc. in Naperville, IL, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. Prior to joining Benjamin F. Edwards in 2016, he worked at Morgan Stanley and Citigroup Global Markets. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers advisory programs, financial planning, investment management consulting, brokerage services, and certain M&A advisory services, utilizing both proprietary strategies and third-party models.

Harvey Kaluzna is a financial advisor at SPC with 35 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Kaluzna has been associated with Sigma Financial Corporation since 2006 and concurrently operates Kaluzna Financial and Evergreen Investment Advisors, LLC since 2004. Outside of his advisory roles, he is involved in the sale of various insurance products and group health plans through his firms. SPC serves a diverse clientele including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement services, employing a range of discretionary and nondiscretionary strategies supported by formal succession and compliance protocols.

Grace Lyons is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. Prior to joining Goldman Sachs & Co. LLC in 2024, she held roles at Butler University, including work with the Transformation Lab, and has experience at the Chicago Highlands Club. 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, multiple implementation approaches, and proprietary research tools, leveraging its integration with the broader Goldman Sachs organization to offer access to specialized programs and alternative investments.

Michael Leonetti is a CFP® professional with 32 years of industry experience, currently serving as an advisor at HighTower Advisors since 2017. He previously led Leonetti & Associates, LLC from 2008 to 2019. HighTower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment strategies.

Dominic Rosso is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 credential and seven years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019 and previously held roles at The Ayco Company, L.P./Mercer Allied, Marquette University Law School, and Hynes & Kuhn, S.C. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management supported by proprietary research, specialized programs, and access to alternative investments, leveraging the broader resources of the Goldman Sachs ecosystem.

Darryl Rosen is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and 10 years of industry experience. He has worked at Brookstone Capital Management since 2016 and also has a concurrent role at Rose Advisory Group since 2015. Outside of advisory work, he is involved in insurance sales through multiple carriers. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm offers discretionary portfolio management through a turnkey asset management platform and employs a range of investment strategies, including strategic and dynamic asset allocation models, Unified Managed Accounts, and options-enhanced strategies.

Milan Selakovic is a financial advisor at Mariner with a Series 65 designation and less than one year of industry experience. His prior work includes roles at Savant Wealth Management and various positions outside the financial services industry. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs a discretionary, customized investment approach supported by in-house research and third-party managers, with additional capabilities in tax integration and financial wellness services.

Luka Lezhava is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and one year of industry experience. Prior to his current role, he worked at Bankers Life Securities and Bankers Life & Casualty. Outside of advising, he is active as an insurance agent assisting retirees with Medicare. Bankers Life Advisory Services, Inc. provides discretionary and non-discretionary investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis. The firm emphasizes individual client service and integrates investment advisory with affiliated broker-dealer and insurance operations.

Sean Brooks is a financial advisor with Focus Advisor Solutions, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has held roles at several firms, including Assetmark Brokerage, LLC and Centurion Capital Group, Inc., before joining Focus Advisor Solutions in 2018. Brooks also serves as a divisional manager maintaining financial advisor relationships in the Great Lakes region. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers diversified, systematically invested mutual fund and ETF model portfolios, discretionary fixed-income management, and retirement plan fiduciary services, managing approximately $41 billion in assets for over 33,000 clients.

Kevin Jamali is a financial advisor at Farther with 18 years of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at Famdep Capital Management and Auctos Capital Management. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform and in-person meetings. The firm applies Modern Portfolio Theory using proprietary models and algorithmic rebalancing, focusing on ETFs, mutual funds, individual equities, and fixed income while incorporating AI tools under internal controls.

Fred Rutler III is a financial advisor with Creative Planning in Oak Brook, IL, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. His prior roles include six years at Lockton Investment Advisors, Lockton Financial Advisors, and Lockton Companies. Rutler has been with Creative Planning since 2021. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by private market exposure and tax-efficient techniques.

Adam Helwich is a financial advisor at Brookstone Capital Management LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Brookstone since 2015. Outside of his advisory work, he owns an independent insurance agency focused on fixed insurance products. Brookstone Capital Management is an SEC-registered adviser serving a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm delivers investment management primarily on a discretionary basis through model portfolios, unified managed accounts, and separately managed accounts, supported by a large advisor network and a turnkey asset management platform.

William Melka is a financial advisor at William Blair with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with William Blair since 2014. 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 as well as access to private funds and co-investment opportunities.

Kari Beyer is a financial advisor with Benjamin F. Edwards & Company, Inc. in St. Charles, IL, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Her career includes roles at Stifel Nicolaus & Co., Wells Fargo Clearing, and A.G. Edwards & Sons. She serves on the board of the Waterford Oaks Home Association, where she participates in budgeting and landscaping oversight. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm provides a range of services such as financial planning, investment management, and advisory programs, employing proprietary strategies alongside third-party models.

James Brandt is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. His career includes long-term roles at Fortis Investors, Inc. and his own firm, Brandt Financial Concepts. Outside of his advisory work, Brandt volunteers as a FEMA-certified trainer for disaster preparedness and serves as president of a homeowners association and a trustee on the Palatine Fire Pension Board. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutional plans. The firm offers financial planning and portfolio management through multiple platforms, utilizing both firm- and third-party models that combine strategic asset allocation with ongoing manager due diligence.