Laurel Rettig is a financial advisor at Mesirow Financial Investment Management, Inc. with 17 years of industry experience. She holds the Series 66 designation and has been with Mesirow Financial since 2008. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to a broad range of clients, including individuals, pension plans, government entities, and charitable organizations. The firm utilizes both third-party managers and proprietary private investment products, applying quantitative and qualitative due diligence across various asset classes and offering access to specialized strategies and affiliated feeder funds.

Christopher Bowling is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. He has worked with Fifth Third Securities since 2014 and has been employed by Fifth Third Bank since 2007. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients, including individuals, charitable organizations, corporate and business clients, and institutional investors. The firm provides multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a focus on integrating bank and broker-dealer resources.

Andrew Schniers is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and ten years of industry experience. He has worked at Citigroup since 2018 and previously held roles at JPMorgan Securities LLC and JPMorgan Chase Bank from 2015 to 2018. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of advisory programs and execution services. The firm employs multi-asset, multi-manager investment strategies and operates with significant institutional scale, including in-house research and roles as a swap dealer and futures commission merchant.

Lashawn Johnson is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. He has been with CitiBank since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides bespoke solutions for large relationships, combining large institutional scale with unique market roles.

Michael Dipiero is a financial advisor at Kestra Advisory with 16 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Hornor Townsend & Kent, Penn Mutual Life Insurance Company, AssetMark Brokerage, Centurion Capital Group, and Capital Brokerage Corporation. He serves as Director of Investments at Coltiva Wealth Planning Partners, focusing on financial planning and insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving notable clients such as sovereign wealth funds.

Amanda Sims is a Series 66 licensed financial advisor at Goldman Sachs Wealth Services with four years of industry experience. Her prior roles include working at Lily Mae's Boutique & Gifts and involvement with nonprofit organizations such as the Durham Public Schools Foundation and the Dream Center. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering tailored financial planning and portfolio management supported by specialized programs and access to alternative investments. The firm integrates proprietary research and a broad network of affiliated financial services to deliver customized investment strategies.

Andrew Denenberg is a CFP® with 14 years of industry experience, currently serving at NorthCoast Asset Management LLC. His prior roles include positions at Strategic Wealth Partners Group LLC and Kovitz Investment Group Partners, LLC. Outside of his advisory work, he is involved in golf course development as a co-founder and minority owner of two related businesses. 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, offering a wide range of portfolio management strategies and acting as a fiduciary for ERISA and IRA accounts.

Sloan Luckie is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Morgan Stanley, The Ayco Company, and United Capital Advisers. Outside of finance, he is the author of two physical wellness coaching books and is involved in acting, including a role as an accountant in an upcoming film. Goldman Sachs Wealth Services provides financial planning and investment management to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Mike Melek is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial, BMO Harris Bank, The Huntington Investment Company, and Wells Fargo. 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 combines large institutional scale with unique market roles, including in-house research and derivatives trading, and provides multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.

Timothy March is a CFP® professional with 17 years of industry experience. He is currently with Benjamin F. Edwards & Company, Inc., where he has worked since 2020. Prior to that, he spent 12 years at First Trust Portfolios L.P. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations. The firm offers a range of advisory programs and investment strategies, including firm-developed and third-party models, with oversight from an Investment Strategy Committee.

Yadira Alvarado is a financial advisor at Fifth Third Securities, Inc. with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fifth Third Securities since 2007. Fifth Third Securities 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 combines its municipal-advisor registration with its affiliation to Fifth Third Bank, offering a range of discretionary managed-account programs and distinctive features such as direct indexing and tax-overlay services.

Tarina Rodgers is a financial advisor at Citigroup Global Markets with 12 years of industry experience. She holds the Series 63 and Series 66 designations. Before joining Citigroup in 2022, she worked at Merrill, the University of Phoenix, J.P. Morgan Securities, and JP Morgan Chase Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset and multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and acting as a swap dealer and futures commission merchant.

Chin Hui Su is a financial advisor at &Partners with 23 years of industry experience and holds a Series 66 designation. Prior to joining &Partners in 2025, Su worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined ten years. Su serves as President of the Taiwanese American Chamber of Commerce of Greater Chicago and Vice President of the Taiwanese Chambers of Commerce of North America, focusing on promoting business development and strengthening U.S.-Taiwan business relations. &Partners is an enterprise firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services utilizing proprietary models and third-party managers, and is notable for its combined broker-dealer and RIA roles along with a range of financial and investment services.

Ronald Dickstein is a financial advisor with Eagle Strategies (NY Life) based in Deerfield, Illinois. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. His career includes roles at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company. He is also licensed as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and manages the majority of its assets on a non-discretionary basis.

Zachary Barry is a financial advisor at Goldman Sachs Wealth Services with 19 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following a 16-year tenure at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides 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 leverages centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with access to a broad range of affiliated financial products and programs.

Heidi Goetting is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and bringing 32 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021, following a 27-year tenure at Mercer Allied Company, L.P. Goldman Sachs Wealth Services offers 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 leverages centralized investment resources and a range of discretionary and non-discretionary managers to deliver tailored wealth management solutions within a large integrated financial group.

Robert Pacheco is a financial advisor at Transamerica Financial Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Transamerica since 2012. In addition to his advisory role, he is involved with the Heartland Institute of Financial Education, providing financial literacy courses to groups. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and charitable organizations, offering both fee-based advisory programs and commission-based insurance and brokerage products.

Lori Hansen is a financial advisor at William Blair with 40 years of industry experience. She holds the Series 63 and Series 65 designations and has been with William Blair & Company L.L.C. since 1982. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, and institutional clients. The firm employs an active, research-driven approach across various asset classes and provides proprietary models and access to private funds and co-investment opportunities.

Travis Nigro is a financial advisor at Goldman Sachs Wealth Services with 20 years of industry experience, all with Goldman Sachs & Co. LLC. He holds the Series 66 and Series 63 designations. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm utilizes strategic and tactical allocation models and offers a range of services such as Private Family Office programs, Specialized Executive Wealth programs, and access to Alternative Investments.

Peter Kane is a Series 66-licensed financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2018 and previously at The AYCO Company, L.P./Mercer Allied from 2014 to 2018. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and offers tailored wealth solutions, including executive and family office services, through an integrated platform within a large financial group.