Lilly Adelstein is a Series 66-registered advisor with Goldman Sachs Wealth Services, based in Deerfield, IL, with one year of industry experience. Her background includes multiple roles at Goldman Sachs & Co. LLC and The Ohio State University. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm integrates a broad range of investment capabilities and employs both discretionary and non-discretionary strategies supported by advanced analytics and proprietary tools.

Veena Gandhi is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been with Transamerica Financial Advisors since 2015 and is also involved in estate planning education through roles with Inheritguard, LLC and LSPN Pro LLC. Additionally, she participates in activities related to insurance sales and client education with affiliated entities including World System Builders and EBRM Agency. Transamerica Financial Advisors serves a diverse client base including individuals, high net worth clients, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio and third-party manager approach across multiple platforms, including Transamerica ONE and TFA365, with approximately $1.7 billion in regulatory assets under management.

Charles Beech Jr. is a financial advisor at SPC with 23 years of industry experience. He holds a Series 66 designation and has been with SPC and Sigma Financial Corporation since 2006. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies through discretionary and nondiscretionary management options.

Gregory Bogdan is a CFP® and holds a Series 66 license with 16 years of industry experience. He is currently with Integrated Wealth Concepts LLC and previously worked at HighTower Advisors LLC and Private Vista, LLC. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, consulting, and family office services, utilizing a range of mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

Nathan Meek is a financial advisor at Cerity Partners LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Edge Financial Advisors, LLC and Fidelity Investments. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm uses tailored asset allocation and manager selection combined with proprietary quantitative screens and third-party managers, and offers a range of services including portfolio management, financial planning, retirement consulting, and access to private-market investments.

Gerard Buchanan is a financial advisor with The Huntington Investment Company in Glenview, IL, holding Series 63 and Series 65 designations and 33 years of industry experience. His career includes roles at Ameriprise Financial Services, LLC and Harris Investor Services, Inc. He has worked at The Huntington Investment Company in multiple periods since 2019. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm employs an open-architecture investment approach, offering various wrap-fee programs on the Envestnet MAS platform and combining third-party managers with proprietary Private Bank models.

Pierce Kaufman is a financial advisor with Goldman Sachs Wealth Services based in Deerfield, IL. He holds a Series 66 designation and has six years of industry experience, including previous roles at The Ayco Company, L.P./Mercer Allied and Hoover & Associates Financial Services. Goldman Sachs Wealth Services advises a diverse client base that includes individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management supported by specialized programs, strategic allocation models, and access to alternative investments.

Linda Wieczorek is a financial advisor at Mercer Global Advisors Inc. with nine years of industry experience. She holds a Series 66 designation and has worked at several firms including The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Thrivent Investment Management Inc. She currently holds active life, health, and variable contracts insurance licenses. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of advisory services including investment management, financial, tax, retirement and estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor tilts and regular rebalancing.

Aldis Elezovic is a financial advisor at Fifth Third Securities, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities and The Huntington Investment Company. Fifth Third Securities serves a wide range of individual and institutional clients through investment advisory and brokerage services, offering multiple program types on the Passageway Managed Account platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides services including mutual fund and ETF models, SMA strategies, tax-overlay services, and direct indexing.

Grant Hawkins is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and two years of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC, Goldman Sachs Ayco, 3Step Sports - NXT Sports, Scott Mazda, and a legislative role with the United States Senate under Pat Toomey. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management with tailored strategies supported by specialized investment groups and offers access to a broad range of services including Private Family Office and Alternative Investments.

Christine Thornburg is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She worked at Mercer Allied Company, L.P. for 24 years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services offers 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 utilizes centralized investment resources and model portfolios, delivering tailored solutions through both discretionary and non-discretionary managers within a large integrated financial group.

Stanford Slovin is a financial advisor at &PARTNERS with 39 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing and WELLS FARGO ADVISORS LLC. Slovin serves as a volunteer board member and president of Rebecca's Dream, a nonprofit focused on mental health advocacy and suicide prevention. He is also the author of the book *Better Listening: The Secret to Improving Your Professional and Personal Life*, published in 2023. &PARTNERS serves a broad range of individual and institutional clients, offering investment management, financial and tax planning, and retirement plan services. The firm employs a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies, with discretionary and non-discretionary management options.

Melissa Streich is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 18 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 15 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and integrated strategies across affiliated teams, providing access to a wide range of tailored wealth management solutions.

Paul Arnold is a CFA® charterholder with over 20 years of experience in the financial industry. He is currently with Mesirow Financial Investment Management, Inc. and previously worked for Morningstar Investment Management, LLC for 19 years. Mesirow Financial Investment Management, Inc. offers discretionary and non-discretionary investment management and financial planning services to a range of clients including individuals, pension plans, government entities, and charitable organizations. The firm employs a quantitative and qualitative due diligence process across various asset classes and provides access to third-party managers as well as proprietary private investment products.

Jeffrey Fosselman is a CFP® and PFS™ credentialed advisor with 12 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, LLC and Relative Value Partners, LLC. Mr. Fosselman maintains an active law license in Illinois, although he does not actively practice law. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Stephanie Graf is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at Goldman Sachs since 2021 and spent 14 years at The AYCO Company, L.P./Mercer Allied prior to that. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm leverages centralized investment resources and offers tailored solutions including Executive Wealth and Private Family Office support, operating within a large integrated financial group with a range of affiliated services.

Andrea Navarro is a Series 66-registered financial advisor with three years of industry experience, currently affiliated with TLG Advisors, Inc. She has held roles at The Leaders Group Inc, Cutler Financial Services, and Spearhead Capital Advisors. In addition to her advisory work, Navarro manages two accounting firms, Healthy Coin PLLC and Navarro Strategies LLC. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering portfolio management, financial and estate planning, and ERISA fiduciary services through a combination of independent advisors, sub-advisors, and proprietary platforms.

Robert Papierniak is a financial advisor at Wealth Enhancement Advisory Services, LLC with two years of industry experience. He holds the Series 66 designation and has worked at LPL Financial and Wealth Enhancement Group. Prior to his financial career, he was employed at Binny's Beverage Depot and Walgreens. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting through a comprehensive investment process that combines passive and active management guided by an internal Investment Committee.

Larry Goldberg is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with Bankers Life and its affiliated entities since 2014, including a role as Unit Sales Manager where he manages and trains agents writing insurance products for the senior market. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis methods to create customized portfolios aligned with clients’ goals and risk tolerances.

Dana De Lance is a CFP® professional with seven years of industry experience. He is currently with Mercer Global Advisors Inc. and has previously worked at Mariner Wealth Advisors, Kovitz Investment Group Partners, and JMG Financial Group. Mercer Global Advisors provides investment advisory and planning services to individuals, families, business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost index vehicles and multi-factor strategies, and offers a range of portfolio management and planning services.