Adam Ritter is a financial advisor at NewEdge Advisors with 17 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Outside of his advisory role, he is involved with Cubit Wealth Management as a private wealth advisor and also provides consulting services in wealth planning. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of portfolio management, financial planning, retirement consulting, and access to advisory programs through multiple platform structures, combining in-house and third-party solutions with an emphasis on centralized due diligence and technology integration.

Anthony Paul is a financial advisor at Brookstone Capital Management LLC with 26 years of industry experience. He has held roles at Brookstone Capital Management since 2017 and previously worked at Morgan Stanley Smith Barney LLC from 2014 to 2017. He holds Series 63 and Series 65 credentials. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs strategic and dynamic asset-allocation models and a variety of investment strategies, including proprietary funds and sub-advisory relationships.

Iris Sagrado is a financial advisor with United Planners' Financial Services of America and holds the Series 63 and Series 65 designations. She has 20 years of industry experience and is also the owner of Filro Global Hiring and Filro Caregivers, businesses outside the investment sector. Additionally, she serves as an arbitrator with FINRA and is president and treasurer of Sagrado & Stears, Inc. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm offers a range of financial planning, portfolio management, retirement plan services, and brokerage solutions through its network of 477 independent advisors and operates an open-architecture platform with multiple custodians and third-party money managers.

Brett Guendel is a CFP® with 12 years of industry experience, currently with Mariner Wealth Advisors since 2020. He previously worked at Arbor Point Advisors and Securities America Advisors, among other roles. His background also includes involvement with the Rotaract and Brookfield Chamber of Commerce. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and is notable for its integrated tax and accounting services as well as administrative family office and employer financial wellness solutions.

Kelly Kovasic is a financial advisor with Kestra Advisory, holding Series 65 and Series 66 credentials. Kelly has experience at firms including Leelyn Smith, LLC and LPL Financial, both from 2021 to 2026. Outside of advisory roles, Kelly provides administrative support to Leelyn Smith, LLC, an independent investment advisory firm. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a range of institutional and individual clients. The firm provides fiduciary consulting, plan-level investment advice, and utilizes multiple management platforms, serving clients including large institutions and sovereign wealth funds.

Michael Jansey Jr. is a financial advisor at Mariner with a Series 66 designation and three years of industry experience. His prior roles include positions at GDS Wealth Management and Equitable Advisors LLC. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and coordinated tax services, with customized portfolios overseen by an Investment Committee and supported by in-house research combined with third-party managers.

Mark Mckinley is a financial advisor at William Blair with 25 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at William Blair since 2012, following a 12-year tenure at CIBC Private Wealth Advisors. 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 various asset classes and provides access to proprietary models, third-party sub-managers, and private funds through its MB Investments Program.

Wojtek Wojtyrowski is a financial advisor with PNC Wealth Management in Niles, IL, holding Series 63 and 65 licenses and bringing 25 years of industry experience. He has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an online discretionary model account available by invitation only to employees with existing PNC Bank online-banking credentials. The program uses algorithmic risk assessment and relies on approved model strategies executed via mutual funds and ETFs, with annual rebalancing.

Ronald Harczak is a financial advisor with Independent Advisor Alliance, LLC, holding the CFP® designation and Series 63 license. He has 40 years of industry experience, including over 30 years with Securities America Advisors and LPL Financial. Outside of advising, he is a notary and operates a business entity for tax and investment purposes. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm employs a network model with access to various portfolio management strategies and technology platforms to support client needs.

Kerry Williams is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds the Series 66 designation and has worked previously at JPMorgan Chase Bank, Bank of America, Merrill, and U.S. Bank. Outside of financial services, he has experience in the restaurant and retail sectors, including roles at Portillo's Restaurant Group and Walmart. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains notable market roles such as operating as a swap dealer and futures commission merchant.

Caroline Shoener is a CFP® and holds a Series 65 license with five years of industry experience. She is currently with Integrated Wealth Concepts LLC and previously worked at Hightower Advisors and Vestor Capital, LLC. Prior to her financial advisory career, she spent four years working in the charter school sector. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios and a long-term investment approach.

Natalie Williams is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has previously worked at Nordstrom and served in various roles at educational institutions, including Lake Forest College, Villanova University, and Woodlands Academy of the Sacred Heart. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm employs 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.

David Polhill is a CFP®-credentialed financial advisor with 13 years of industry experience. He is currently with Benjamin F. Edwards & Company, Inc. and has previously worked at firms including Fidelity Personal and Workplace Advisors, PNC Wealth Management, and Morgan Stanley. He also operates an insurance business as a sole proprietor. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and investment management services, combining proprietary and third-party strategies with in-house trading and custody capabilities.

Erica Berning is a financial advisor with Eagle Strategies (NY Life) in Deerfield, IL, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has been with Eagle Strategies since 2012 and maintains concurrent roles with Nylife Securities LLC and New York Life Insurance Co. Berning serves on the boards of the Cadence Cares Foundation and Beat The Streets Chicago, both nonprofit organizations focused on community programs. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Shelton Mudzingwa is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and previously worked at Palisades Growth Capital. Outside of his advisory role, he serves as an assistant rugby coach at Lake Forest College. Goldman Sachs Wealth Services offers financial planning and portfolio management to a diverse client base, including individuals, executives, and institutions, utilizing strategic and tactical allocation models and a range of fee arrangements.

Jack Newman is a financial advisor at Focus Partners Wealth, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Kovitz Investment Group Partners, Newman & Schimel, Llc, and Mesirow Financial. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Jerry Means Jr. is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. He has been with Brookstone since 2008 and also operates an insurance business through Gateway Senior Solutions, Inc. 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 diverse client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Virginia Morrow is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 credential and has previously worked at PwC and UCLA in addition to her current role. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management supported by strategic allocation models and manager selections, with access to specialized services and alternative investments.

Dan Milosevic is a financial advisor with Guardian Life and holds a Series 66 credential. He has two years of industry experience, including roles at Guardian Life and Park Avenue Securities. Outside of his advisory work, he is involved in logistics and delivery services through ownership of BearKeepers LLC and Tigon Investments Inc. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms.

George Hurley is a CFP® and Series 66-licensed advisor with nine years of industry experience. He is currently with Creative Planning and has previously worked at Northern Trust Securities, JP Morgan Securities, JPMorgan Chase Bank, and Wells Fargo Clearing Services. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm emphasizes a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors and 151 offices.