Scott Svoboda is a financial advisor at Farther with nine years of industry experience. He holds a Series 65 designation and has worked previously at Royal Fund Management, LLC DBA Tru Financial Strategies. Svoboda is also president of Svoboda Financial Group, Inc., where he operates an independent insurance agency focused on fixed annuities, Medicare supplements, life insurance, and long-term care. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios or bespoke allocations, algorithmic rebalancing, and a selection of exchange-traded funds, mutual funds, individual equities, and fixed income.

Marzena Hanek is a financial advisor at Mercer Global Advisors Inc. with 21 years of industry experience. She holds Series 65 and Series 66 credentials and has worked at Mercer since 2017, with a brief hiatus from 2016 to 2017. Mercer Global Advisors serves individuals and families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based investment approach that emphasizes globally diversified, risk-appropriate portfolios implemented through a mix of low-cost ETFs, index funds, separate account managers, and other strategies.

Ralph Segall is a financial advisor at William Blair with 31 years of industry experience. He holds the CIC, Series 65, and Series 63 credentials. Prior to joining William Blair, Segall worked at Segall Bryant & Hamill for over three decades and had roles at Corient and Corient Services LLC. 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 and co-investment opportunities.

Daniel Larson is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at JPMorgan Securities LLC, LPL Financial, BMO Harris Bank, and RTS Financial. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by in-house research and large-scale institutional capabilities.

Robert Wack is a CFP® with seven years of industry experience. He is currently with Fifth Third Securities, Inc. and Fifth Third Bank, having joined in 2026. His prior experience includes roles at Schwab Wealth Advisory, Inc., Charles Schwab & Co., Inc., Merrill (Bank of America), Scottrade, and TD Ameritrade. Fifth Third Securities, Inc. serves a broad range of individual and institutional clients through both investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers via its Passageway Managed Account Program and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Ryan Alvarez is a financial advisor with Integrity Alliance, LLC in Naperville, IL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Lion Street Advisors and Wayne Hummer Investments. He is also the owner of Refined Strategies, a business involved in the sale of fixed annuities and life insurance products. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers a range of investment management and consulting services, utilizing both advisor-managed and model-based portfolios with various asset allocation strategies and access to multiple custodial and program platforms.

Robert Basile is a CFP® with 8 years of industry experience, currently serving at Mariner Wealth Advisors since 2021. He previously worked at Fifth Third Private Bank for nine years and The AYCO Company, L.P./Mercer Allied for seventeen years. Mariner Wealth Advisors serves individuals, pension plans, trusts, charitable organizations, corporations, and private funds with investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm combines customized portfolio management with integrated tax, accounting, and financial wellness services.

Byron Ramult is a financial advisor with Stratos Wealth Partners, Ltd in Elmhurst, IL, holding a CFP® designation and Series 63 and 66 licenses. He has 24 years of industry experience and has previously worked at firms including LPL Financial and Wealth Enhancement Group. Stratos Wealth Partners serves a broad mix of individual, corporate, retirement plan, and institutional clients through a distributed network of investment adviser representatives. The firm offers portfolio management and financial planning services using a range of investment vehicles and frequently employs sub-advisors and third-party manager platforms.

Matthew Neill is a financial advisor with Eagle Strategies (New York Life) based in Naperville, Illinois. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Since 2005, he has been affiliated with New York Life Investment Management LLC. Outside of his advisory work, he is involved in reselling NFL tickets from his personal season tickets and special event seat licenses. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types tailored to client objectives and manages most of its assets on a non-discretionary basis.

Ramesh Poola is a CFA charterholder and financial advisor at Creative Planning with two years of industry experience. He previously worked at IRON Financial, LLC for eleven years before joining Creative Planning in 2021. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and supplemental tactics such as direct indexing and tax-loss harvesting.

Robert Malek is a financial advisor with PlanMember Securities Corporation in Chicago, IL, holding Series 63 and Series 65 licenses and having 42 years of industry experience. His prior firms include Cambridge Investment Research Advisors and Prosperity Wealth Advisors, and he has operated Malek Wealth Advisors since 2007. Outside of his advisory roles, he is president of Priority Retirement Solutions, Inc., a banking and tax entity servicing financial advisors. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment process emphasizes strategic asset allocation and risk-based mutual fund portfolios, complemented by education and support services for plan sponsors and participants.

Wesley Barnes is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Mariner since 2025. He previously worked at Hightower Advisors and Hightower Securities, LLC from 2008 to 2022 and served in the United States Marine Corps Reserves from 2011 to 2017. Outside of his advisory role, Barnes is involved in managing a group of doughnut franchise locations and serves on the board of United Way Northwest Indiana. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through comprehensive investment management, financial planning, and retirement consulting. The firm emphasizes discretionary, customized portfolios overseen by an Investment Committee, integrating in-house research with third-party managers, and offers distinctive tax, accounting, and administrative CFO services.

Aaron Kim is a CFP® professional with 20 years of industry experience, currently affiliated with Voya Financial Advisors, Inc. since 2015. He holds a Series 66 license and operates as an independent insurance agent specializing in the sale of fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm provides services such as financial planning, portfolio management, and plan-sponsor consulting through various program structures, primarily offering non-discretionary advice.

Maria Burger is a financial advisor with First Command Advisory Services in Oak Brook, IL, holding a Series 66 designation and eight years of industry experience. She has been affiliated with First Command and related entities since 2017 and is the business owner of MVB Financial Services, LLC. Burger also serves as president and board member of the West Point Society of Chicago, a nonprofit supporting the United States Military Academy, admissions, and alumni. Additionally, she provides consulting services to chemical and manufacturing companies through the Gerson Lehrman Group. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers, using a disciplined manager selection process and established platforms for portfolio administration and custody.

Alexander Kapusta is a financial advisor at Mariner Wealth Advisors with three years of industry experience. He holds a Series 65 designation and has worked previously at Horizon Wealth Management and Kam's. Outside of finance, he has experience with the United States Soccer Federation and Butterfield Country Club. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and integrated tax services. The firm employs customized portfolios overseen by an Investment Committee and provides a range of strategies spanning equities, fixed income, alternatives, and digital assets.

James Hamman is a financial advisor at William Blair with 28 years of industry experience. He has been with William Blair & Company L.L.C. since 1997 and holds Series 63 and Series 65 designations. William Blair’s Private Wealth Management division provides 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 offers proprietary models and access to private funds through its MB Investments Program.

Tessa Fornek is a financial advisor at PNC Wealth Management with seven years of industry experience. She holds a Series 66 designation and has previously worked at Regions Bank, Cetera Investment Services, and First Command Financial Planning. Outside of finance, she was involved in managing a coffee shop business for two years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online investment platform currently available as an employee-only pilot. The firm uses algorithm-driven model selection and relies on third-party strategists and delegates for portfolio implementation.

Eric Jones is a CFA® charterholder with one year of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior roles include positions at Edge Financial Advisors, Capstone Financial Advisors, Mizuho Securities LLC, and Legal & General Investment Management America. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing, using proprietary quantitative screens alongside third-party managers and individual securities as appropriate.

Thomas Herzing is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has been with Mercer since 2015. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor tilts, supported by various implementation options and a range of affiliated service lines.

Jennifer Heid is a financial advisor at First Command Advisory Services with 16 years of industry experience. She holds Series 63 and Series 66 designations and has been with First Command in various capacities since 2010. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects and manages model portfolios and third-party managers.