Mary Bronton is a financial advisor at &PARTNERS with 32 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes ten years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, with discretionary and non-discretionary management options.

Albert Smith is a financial advisor at Transamerica Financial Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Liberty Tax Service, Premier Senior Marketing, Ma3 Insurance, and Wfgia. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, providing proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Kevin Donahue is a financial advisor at William Blair with a Series 66 designation and two years of industry experience. He has been with William Blair since 2021 and has prior work experience in healthcare and education sectors. 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 utilizes an active, research-driven investment approach and provides access to proprietary models, third-party sub-managers, and private fund opportunities.

David Dreifuss is a financial advisor at William Blair with 17 years of industry experience and holds a Series 66 designation. He has been with William Blair & Co since 2008. 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 employs active, research-driven management across multiple asset classes and provides proprietary models and access to private funds through its integrated investment platform.

Adam Price is a CFP® professional with seven years of experience in financial advising. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Strategic Wealth Partners, Creative Planning, and Grant Thornton LLP. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base, including individuals, families, institutions, and businesses. The firm employs a long-term investment approach that integrates both active and passive strategies within an enhanced open architecture framework.

Corey Minturn is a financial advisor at William Blair with 33 years of industry experience. He holds Series 65 and Series 63 licenses and has been with William Blair & Company L.L.C. since 1993. 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, sub-advisory arrangements, and access to private funds through its MB Investments Program.

Brittany Williams is a financial advisor at Mariner with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Mariner since 2019. Prior to that, she was with TIAA-CREF from 2015 to 2019. Mariner serves a diverse range of clients, including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with third-party manager allocations and offers integrated tax, accounting, and financial wellness solutions alongside traditional portfolio management.

Nicholas Maucieri is a financial advisor at Principal Financial Services with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including TD Ameritrade and Princor Financial Services Corp. Outside of his advisory role, he officiates youth and high school sports such as football, wrestling, and lacrosse with the Illinois High School Association. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Mark Doroff is a financial advisor with SPC in Northbrook, IL, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at SPC since 2017 and concurrently with Sigma Financial Corporation over the same period. Outside of investment advising, he owns and operates David Stuart Financial, providing life and long-term care insurance sales and income tax return preparation services. SPC offers investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm delivers tailored, discretionary investment advice through a large advisory network and supports various account programs such as SIGMA Managed Account and the Axis Platform.

Gian Carlo Ornelas is a CFP® and holds a Series 65 license, with two years of industry experience. He is currently with Mariner Wealth Advisors, where he has worked since 2021, including prior experience at Shankland Financial Advisors and Illinois State University. Outside of finance, he has experience in the automotive service sector with Platinum Car Wash. Mariner serves a diverse client base that includes individuals, high-net-worth households, pension plans, trusts, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and integrates tax and accounting services alongside traditional portfolio management.

Julianna Crang is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. She holds a Series 66 credential and has worked at Goldman Sachs & Co. LLC since 2021. Her background includes various roles at Lake Forest College and Merrill Lynch. 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 uses strategic and tactical allocation models, manager selections, and a range of fee arrangements, leveraging the broader Goldman Sachs ecosystem to offer services such as Private Family Office, Specialized Executive Wealth programs, and access to alternative investments.

Paul Schee is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Mariner Wealth Advisors, where he has worked since 2022, following nine years at Capstone Financial Advisors. Mariner serves a diverse client base, including individuals, high-net-worth households, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs customized, discretionary portfolios supported by an internal management team and third-party managers, and integrates tax and accounting services alongside operational financial wellness tools.

Charles Murin is a financial advisor with Corient, holding CFP® and Series 65 credentials and bringing 11 years of industry experience. He has worked at Corient since 2022 and previously spent eight years at Balasa Dinverno Foltz LLC. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and customized asset allocation, supported by continuous portfolio monitoring and risk management tools.

David Copeland is a financial advisor with NorthCoast Asset Management LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Focus Partners Wealth, Kovitz Investment Group Partners, and Strategic Wealth Partners Group. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach with a broad range of portfolio management strategies, serving clients primarily on a discretionary basis.

Maxine Mott is a financial advisor at Lincoln Investment with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at TIAA-CREF and Macy's. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services through both discretionary and non-discretionary programs, managing approximately $22.9 billion in advisory assets.

Nasser Afzali is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His background includes various roles related to tax, accounting, insurance, and pro bono financial training, with involvement in nonprofit organizations such as The Promise Land Charities Inc and volunteer work with Caris Pregnancy Counseling and Resources. He also provides estate planning document preparation through Net Law Inc and supports The Farsi Church in Chicago Land with tax and accounting services. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers a range of advisory and broker-dealer services, combining proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Linda Sabo is a financial advisor with Benjamin F. Edwards & Company, Inc. in Wheaton, IL. She holds a Series 66 designation and has 16 years of industry experience, all with Benjamin F. Edwards. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, and investment consulting services supported by a large network of advisors and extensive assets under management.

Kurt Helmich is a financial advisor at Integrated Wealth Concepts LLC with four years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at Hightower Advisors and Charles Schwab & Co., Inc. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a large network of independent advisors. The firm offers discretionary investment management, financial planning, family office services, and sponsors wrap-fee programs, employing a mix of internal management and third-party asset managers with a long-term investment approach.

Nathanial Chapel is a Series 65-licensed financial advisor with nine years of industry experience. He is currently with Farther and has operated Chapel Financial Group Inc. since 2017, where he is involved as a president and insurance agent focusing on fixed annuities, Medicare Supplement, life insurance, and long-term care. Chapel has also maintained advisory roles at Tru Financial Strategies under his ownership since 2017. Farther provides discretionary investment management and advisory services mainly to individual investors, trusts, and estates, utilizing a web and mobile platform alongside in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, employing proprietary model portfolios or customized allocations with algorithmic rebalancing, and it integrates AI tools to supplement advisor judgment.

Joseph Stasko is a financial advisor at Goldman Sachs Wealth Services with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Institutional Investments Inc. and JPMorgan Investment Management Inc. from 2015 to 2022 before joining Goldman Sachs in 2022. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management using strategic and tactical allocation models, manager selections, and a variety of implementation approaches, supported by proprietary and third-party analytics.