Shaila Maloney is a financial advisor at TIAA-CREF with 18 years of industry experience. She holds the Series 66 designation and has worked previously at Nuveen Asset Management, CUNA Mutual Group, and Bank of America. Her current role at TIAA-CREF involves serving clients in Wheaton, Illinois. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, offering model and customized managed accounts with a fiduciary standard applied to its RIA services.

Stephen Gregg is a CFP® professional with 22 years of industry experience, currently serving at Transamerica Financial Advisors. His prior roles include positions at Prudential and Pacific Life companies. Transamerica Financial Advisors serves a broad client base with both advisory and broker-dealer services, offering proprietary and third-party model portfolios and various program choices, including discretionary and non-discretionary management.

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.

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.

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® with 11 years of industry experience, currently serving as a financial advisor at Mariner. She previously worked at Balasa Dinverno Foltz LLC from 2013 to 2017 before joining Mariner Wealth Advisors in 2018. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers to implement customized portfolios and provides integrated tax, accounting, and financial wellness solutions.

Jason Brooks is a CFP® professional with 28 years of industry experience, currently serving at Independent Financial Partners since 2019. His prior roles include positions at First Heartland Consultants, Inc., First Heartland Capital Inc., Signature Financial Services, Ltd., and Cincinnati Analysts, Inc. Outside of his advisory work, he is involved in bookkeeping, accounting, and tax preparation. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a network of independent Investment Adviser Representatives. The firm supports a decentralized advisory model with a focus on retirement-plan advisory and pension consulting, serving a wide range of individual, charitable, corporate, and high-net-worth clients.

Marko Marynevych is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 credential. He has been with Goldman Sachs & Co. LLC since 2026 and has prior experience at First Merchants Bank and in entrepreneurial ventures including landscaping. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm leverages integrated resources across the Goldman Sachs platform and uses strategic allocation models and proprietary analytics to tailor investment solutions.

Christopher Valvassori is a financial advisor with Goldman Sachs Wealth Services and holds a Series 66 designation. He has nine years of industry experience, including roles at Goldman Sachs & Co. LLC since 2021 and prior positions at The Ayco Company, L.P./Mercer Allied, Chicago Sport and Social Club, Coro Enterprises, and the University of Illinois Urbana-Champaign. Goldman Sachs Wealth Services serves a diverse client base ranging from individual investors to institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models and proprietary research with access to the broader Goldman Sachs platform, offering clients a variety of tailored investment solutions and support services.

Jesse Zaragoza is a financial advisor with Eagle Strategies (NY Life) based in Downers Grove, IL, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. His background includes roles at Prudential Insurance Company of America, U.S. Bancorp Investments, and New York Life Insurance Company. Outside of securities, he is involved in brokering insurance and property and casualty products. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with a significant focus on non-discretionary asset management and advisory services linked to insurance and annuity products.

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.

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.

Robert Hanson Jr. is a CFP® certificant with 29 years of experience in the financial advisory industry. He has been with Private Advisor Group, LLC since 2025 after a 36-year tenure at Vermillion Financial Advisors. Mr. Hanson provides investment advice under the business name The Monydr. Private Advisor Group, LLC serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing both proprietary and third-party investment solutions.

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. Argaez also has academic experience from the University of Dayton. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, emphasizing long-term, tax- and fee-sensitive portfolio construction through a blend of active and passive strategies under an enhanced open architecture framework.

Michael Courtney is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and maintains significant in-house research and market functions alongside large institutional-scale capabilities.