Matthew Foltz is a CFP® and holds a Series 65 license with 10 years of industry experience. He is currently with Corient in Itasca, IL, where he has worked since 2022. His prior experience includes eight years at Balasa Dinverno Foltz LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that blends in-house strategies with third-party manager solutions and specialized offerings through affiliates.

Zachary Cravez is a CFP® and holds a Series 66 license with three years of industry experience. He is currently an advisor at Cerity Partners LLC, joining in 2026 after working at Edge Financial Advisors and Bank of America Merrill Lynch. Zachary is based in Wheaton, IL. Cerity Partners advises a wide range of clients including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in assets as of late 2025. The firm offers customized wealth management services with an investment approach focused on client-specific profiles, incorporating quantitative screening, manager selection, and both third-party and direct security strategies, along with access to alternative and private market solutions for qualified clients.

Paul Mozis is a CFP® professional affiliated with Fifth Third Securities, Inc. in Glen Ellyn, IL, with 28 years of industry experience. He has worked at Fifth Third Securities and Fifth Third Bank since 2019 and previously held roles at Cetera and MB Financial Bank. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank and provides clients access to multiple discretionary managed-account programs and specialized services such as direct indexing and tax-overlay options.

Alexander Marks is a financial advisor at Citigroup Global Markets with 37 years of industry experience. He has been with Citigroup since 2007 and holds Series 63 and Series 65 licenses. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies with internal oversight and maintains unique market roles, including in-house research and operations as a security-based swap dealer and futures commission merchant.

Neil Cohen is a financial advisor at Carson Wealth with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at GCD Advisors, LLC for 29 years. Outside of his advisory role, Cohen is a managing member and partner at Grossman Cohen & Diamond Inc, a CPA accounting firm where he spends a significant portion of his time on accounting, tax, and administrative duties. CWM, LLC operates an enterprise platform overseeing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, sub-advisory services, and retirement plan solutions, using model portfolios constructed by an Investment Committee and providing tailored options such as custom indexing and alternative investments.

Casey Ciesla is a financial advisor at Brookstone Capital Management LLC with a Series 65 credential and one year of industry experience. Prior to joining Brookstone, Casey worked at Desrochers Backyard Pools & Spas for three years. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm uses a variety of investment strategies, including strategic and dynamic asset-allocation models and options-enhanced strategies, while operating a turnkey asset management platform and serving as a sub-advisor to other advisory programs.

Traci Eisner is a financial advisor with Kestra Advisory Services, holding the ChFC® and Series 63 designations and bringing 23 years of industry experience. She has worked extensively with Kestra Investment Services and Bensman & Associates Ltd prior to her current role. Eisner also engages in case design and insurance plan consulting through multiple affiliated financial and insurance entities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, benchmarking, employee education, and access to multiple management platforms, with a client base that includes large institutional investors and sovereign wealth funds.

Daniel Carthew is a financial advisor with Commonwealth Financial Network in Wheaton, IL, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior roles include positions at Murphy Financial Group, Raymond James Financial Services, Crux Wealth Advisors, Kestra Investment Services, and Favia Group. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services along with operational, trading, technology, investment management, compliance, and practice-management support. The firm offers various program structures including discretionary model portfolios and personalized indexing options.

Kirstin Wiskirchen is a financial advisor at Goldman Sachs Wealth Services with 15 years of industry experience. She holds Series 66 and Series 65 licenses and has previously worked at The AYCO Company, L.P./Mercer Allied for 11 years before joining Goldman Sachs in 2021. 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, manager selections, and both discretionary and non-discretionary implementations, supported by tools such as model rebalancing and tax-aware techniques, and integrates capabilities across the broader Goldman Sachs organization.

Tarah Sikkenga is a ChFC® credentialed advisor with three years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. Her prior experience includes several years at Zurich North America. Wealth Enhancement Advisory Services provides financial planning and asset management for individuals, high-net-worth clients, corporations, and retirement plans, managing over $122 billion in assets through a large advisor network and a variety of program options that combine passive and active investment strategies overseen by an internal Investment Committee.

Carin Roman is a CFP® professional with 21 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2020. Prior to this, she worked for CCP, Inc. for 14 years. 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 nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios with multi-factor tilts and a variety of implementation options.

Juan Galaviz is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2015, including his current role since 2022, with a one-year tenure at U.S. Bancorp Investments in between. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

George Dogandjiev is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at JPMorgan Chase Bank, J.P. Morgan Securities, and Star Logistics Solutions LLC. Outside of his advisory role, he owns Level Solutions LLC, a business consulting firm. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm combines bank affiliation with a municipal-advisor registration and provides multiple discretionary managed-account options, including direct indexing and tax-overlay services.

Brian Gilmore is a financial advisor at William Blair with 11 years of industry experience. He holds a Series 66 designation and has worked at William Blair since 2022. His prior experience includes roles at PNC Wealth Management, Natcity Investments, Inc., and Invest Financial Corporation. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides proprietary model portfolios, access to private funds, and co-investment opportunities.

Jer Sheng Chen is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has concurrent roles at Blue Cross Blue Shield of Illinois and TRATON R&D US, LLC, working as a health insurance producer and technical specialist, respectively. Chen’s background includes engineering and health insurance production alongside his advisory work. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio approach supported by third-party managers and offers multiple advisory platforms such as Transamerica ONE and TFA365.

Adam Shemaria is a CFP® and holds a Series 65 license with 10 years of industry experience. He has worked at Focus Partners Wealth, LLC since 2026 and previously held positions at Kovitz Investment Group Partners, LLC, Strategic Wealth Partners, Gresham Partners, and Balasa Dinverno Foltz LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies through an enhanced open architecture framework.

James Jaramillo is a financial advisor at Independent Financial Partners with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including LPL Financial and Sheridan Road Advisors. Outside of his advisory role, he serves as a board member for the Brighton Ridge Homeowners Association in Mequon, Wisconsin. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, and features a notable retirement-plan advisory and pension consulting capability.

Dariusz Godlewski is a financial advisor at Brookstone Capital Management LLC with 13 years of industry experience. He holds the Series 65 designation and has been with Brookstone since 2013. In addition to his advisory role, he owns Financial Wealth Alliance Inc., an independent life insurance and annuity business. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis using model portfolios and managed accounts.

Christopher Bowling is a financial advisor at Fifth Third Securities, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2014 and at Fifth Third Bank since 2007. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers multiple managed account programs and portfolios, emphasizing customized risk profiles and a range of investment strategies, and operates as a wholly owned subsidiary of Fifth Third Bank.

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.