Jeffrey Mauritzen is a CFP® professional with 25 years of industry experience, currently affiliated with Principal Financial Services. His prior roles include long-term positions at Farmers Insurance Group and Farmers Financial Solutions, as well as ownership of the Jeffrey R Mauritzen Insurance Agency DBA 3 Point Financial. He is also active as a mortgage loan originator with Team USA Mortgage. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, 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.

Amira Garwood is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and one year of industry experience. Her prior work includes roles at Fidelity Investments and Robert W. Baird, as well as academic experience at Purdue University. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm employs strategic and tactical allocation models and offers a range of advisory services, leveraging integrated capabilities across the broader Goldman Sachs network.

Anupama Gupta Ortiz is a financial advisor with Fifth Third Securities, Inc. in Hoffman Estates, IL, holding a Series 66 designation and 25 years of industry experience. She has been with Fifth Third Securities and Fifth Third Bank since 2005. Outside of her advisory role, she is involved in cosmetic sales as an administrative assistant and participates occasionally as a mystery diner for a Chicago-based restaurant. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

James Santos is a financial advisor with Commonwealth Financial Network in Deerfield, IL. He holds the ChFC® designation and Series 63 and 65 licenses, with 43 years of experience in the industry. He has been with Commonwealth Financial Network since 2000. Outside of advisory work, he is a notary public. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and their individual and institutional clients. The firm offers a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody/clearing services.

Adam Simoncelli is a CFA® charterholder and holds a Series 65 license, with two years of industry experience. He has worked at Mariner since 2025 and previously was employed at Cerity Partners LLC, Seabold Capital Management LLC, the National Futures Association, and Northwestern Mutual. Mariner serves a wide range of clients including individuals, pension and profit-sharing plans, trusts, estates, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party managers to implement customized discretionary portfolios and provides integrated tax and accounting services alongside traditional portfolio management.

Steven Block is a ChFC® credentialed financial advisor with 17 years of industry experience, currently affiliated with Eagle Strategies (NY Life). He also operates Blockwall Strategies, Inc., a business involved in selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm primarily manages assets on a non-discretionary basis and offers tailored advisory solutions integrated with New York Life insurance and annuity products.

Nedra Sykes is a financial advisor at Lincoln Investment with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at AGIA and VALIC Financial Advisors. Outside of her advisory role, she is a member of Arden Enterprises, LLC, which provides capital for vending operations and identifies real estate opportunities. Lincoln Investment Planning, LLC serves a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm combines advisor-led consulting with in-house portfolio management and third-party managers, maintaining a fiduciary role in ERISA and retirement advice.

Norman Janis is a financial advisor with Eagle Strategies (NY Life) based in Deerfield, IL. He holds a Series 66 designation and has 20 years of industry experience. Since 2014, he has also served as a youth ice hockey coach for the Glenview Stars Hockey Organization. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and plan sponsors. The firm offers financial planning, investment management, and retirement-plan advisory services, with a focus on tailored recommendations and non-discretionary asset management within an integrated New York Life affiliate structure.

Dennis Zaslavsky is a financial advisor with Clearstead and holds a Series 65 designation. He has two years of industry experience and has worked at Clearstead Advisors since 2025. Prior to that, he was with Waveland Family Office and Waveland Investments, where he spent over two decades. Since 2024, he has served as a Director on the Audit Committee for the Cion Grosvenor Infrastructure Fund. Clearstead serves affluent private clients and institutional investors, providing investment management, financial planning, tax planning, family office administration, and consulting services. The firm employs institutional investment disciplines and offers a range of portfolios including mutual funds, ETFs, alternative investments, and a proprietary Direct Indexing strategy.

Erin Bonucchi is a CFP® professional with six years of experience in financial advising. She has been with Mariner Wealth Advisors since 2018, following three years at Capstone Financial Advisors, Inc. Erin is based in Oakbrook Terrace, IL. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and tax services. The firm uses discretionary, customized portfolios supported by an internal investment team and third-party managers, and offers integrated tax, accounting, and family office services alongside traditional portfolio management.

Bridget Camalick is a CFP® professional with four years of industry experience. She is currently with Mariner and previously worked at The Mather Group, LLC. Mariner serves a diverse client base, including individuals, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm combines internal research with third-party managers and provides specialized services such as ERISA 3(38) solutions and coordinated tax and accounting integration.

Todd Oldham is a CFP® with 21 years of industry experience, currently affiliated with Eagle Strategies (NY Life) in Deerfield, IL. He has been with Eagle Strategies since 2009 and previously worked at Oakwell Financial Partners from 2017 to 2019. Outside of financial advising, he is also a practicing physician. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, operating within the integrated New York Life affiliate structure.

John Smith is a CFP® professional with 25 years of industry experience. He has worked at Balasa Dinverno Foltz LLC for 22 years prior to his current roles at Corient and its affiliates since 2022. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and alternative investments when appropriate.

Darwin Cruz is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, the Hoopis Group, and Mass Mutual Life Insurance Co. He also served in Air National Guard Recruiting for three years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique market roles such as operating as a swap dealer and futures commission merchant.

John Bromfield is a financial advisor with Brookstone Capital Management LLC in Wheaton, IL, holding a Series 65 credential and three years of industry experience. Prior to joining Brookstone Capital Management in 2023, he worked at JP Morgan Chase for three years and ServiceLink for four years. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes a turnkey asset management platform and offers discretionary portfolio management through strategic and dynamic asset-allocation models, incorporating ETFs, mutual funds, individual securities, options-enhanced strategies, and proprietary funds.

Wei Zhang is a financial advisor with Transamerica Financial Advisors in Oakbrook Terrace, IL, holding Series 65 and Series 63 licenses and 13 years of industry experience. He has worked at Transamerica Financial Advisors since 2013 and is also involved with Net Law Inc. and the Heartland Institute of Financial Education, a nonprofit focused on financial literacy and college planning. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and charitable organizations. The firm provides both advisory and broker-dealer services, offering proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Thomas Wolek is a financial advisor at Brookstone Capital Management LLC with three years of industry experience. He holds a Series 65 designation and has worked at Brookstone Capital Management since 2023. His prior experience includes roles at Wealth Financial Services & Tax Advisory, Pennsylvania State University, Essendant, and The Home Depot. 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 offers discretionary portfolio management through a turnkey asset management platform and wrap-fee program.

Maria Fessler is a financial advisor with Ameritas Advisory Services, LLC and holds Series 63 and Series 66 designations. She has 28 years of industry experience, including prior roles at Mass Mutual Investors Services, MetLife Securities, Wells Fargo Clearing, and Old Mutual Capital. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and consulting services, utilizing model portfolios, mutual funds, ETFs, interval funds, and individualized strategies across multiple program platforms.

Anna Kurzydlo is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. She holds a Series 66 designation and has been with Goldman Sachs and its affiliates since 2022. Outside of her advisory role, she has been involved with Swimmers for Life since 2014. Goldman Sachs Wealth Services serves a diverse client base that includes individual investors, corporate participants, executives, and institutional clients. The firm provides tailored financial planning and portfolio management supported by strategic allocation models, manager selections, and a range of fee and platform options, leveraging the broader Goldman Sachs ecosystem for expanded product access and specialized services.

Sean Nash is a financial advisor at Creative Planning with nine years of industry experience. He holds the CFP® designation and the Series 66 license. His prior work includes roles at JPMorgan Securities LLC, JPMorgan Chase Bank, and various wealth management and financial services firms. Creative Planning provides wealth management and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach focused on low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.