Dennis Parker is a CFP® and PFS™ professional with 25 years of experience in the financial industry. He has been with Money Concepts Capital Corp since 2004 and is also the president and owner of an accounting firm, Dennis A. Parker CPA Ltd., established in 1984. Additionally, he holds an ownership role in an independent health insurance agency, Parker Financial Services, Inc. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in assets through a network of several hundred advisors and employs model-driven, asset-allocation strategies supported by third-party managers and technology platforms.

John Selzer is a financial advisor at Allworth Financial, L.P. with 40 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. His work history includes roles at Capital Point Financial Group, LTD. since 2014 and LPL Financial since 2004. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers asset management and financial planning services utilizing a mix of model strategies and third-party sub-advisers, with a notable operational structure including ownership by private investment vehicles and the Ontario Teachers’ Pension Plan.

Eric Rasch is a financial advisor at William Blair with a Series 66 designation and five years of industry experience. He has worked at William Blair since 2020 and previously spent four years at Indiana University. 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.

Jacob Brunetti is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2017, following a prior role at The Ayco Company, L.P./Mercer Allied. Brunetti also has experience from Indiana University and a brief tenure at Uncle Sam Fireworks. Goldman Sachs Wealth Services serves a broad range of clients, including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management tailored to client objectives, supported by integrated resources across the Goldman Sachs organization and employs a variety of investment strategies and operational tools.

Adam Goldman is a financial advisor at Mesirow Financial Investment Management, Inc. with 39 years of industry experience. He has been with Mesirow Financial since 2000. Outside of his advisory role, he serves as president of The James M. Gartenberg Memorial Scholarship Fund and holds board positions with several nonprofit organizations, including Sukkat Shalom synagogue, Roger Williams University, Earl Monroe New Renaissance Basketball School, and Briarwood Country Club. Mesirow Financial Investment Management, Inc. offers discretionary and non-discretionary investment management and financial planning to a diverse client base, including individuals, pension plans, government entities, and charitable organizations. The firm employs a combination of quantitative and qualitative due diligence to construct portfolios and provides access to proprietary private investment products and third-party managers.

Jack Privateer is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and four years of industry experience. His prior roles include positions at M1 Finance, New York Life, and Edward Jones. Outside of finance, he has experience working in hospitality and events, including roles at Global Brew Tap House, Topgolf, International Tap House, and Complete Wedding + Events. Citigroup Global Markets serves individual and institutional clients through a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and provides solutions for workplace, high-net-worth, and ultra-high-net-worth segments, combining large institutional scale with distinctive market roles and proprietary research capabilities.

Aakanksha Sharma is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and four years of industry experience. Her prior roles include positions at Aditya Birla Sun Life AMC Ltd. and Mitraz Financial. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm leverages strategic allocation models, manager selections, and proprietary analytics, providing clients access to a broad range of investment solutions within the Goldman Sachs ecosystem.

Christopher De Simone is a financial advisor at Stratos Wealth Partners, Ltd with six years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and VALIC Financial Advisors Inc. Outside of his advisory work, he has been involved in real estate property management and sales since 2002. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm serving over 24,000 clients. The firm offers a variety of advisor-managed and model-based investment strategies through an open-architecture platform, integrating third-party managers and providing comprehensive financial planning and retirement consulting services.

Rebecca Karpel is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has held positions at Goldman Sachs & Co. LLC, Avid Business Advisors, and the Department of Justice. Outside of her financial career, she previously worked at Orange Theory for three years. Goldman Sachs Wealth Services provides comprehensive financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm integrates strategic allocation models and specialized programs while leveraging the broader Goldman Sachs ecosystem to offer a wide range of investment and advisory services.

Suzanne Anderson is a financial advisor with William Blair, holding Series 63 and Series 65 designations and over 30 years of industry experience. She has been with William Blair & Company L.L.C. since 1989. 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.

Daniel Sunday is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds a Series 66 designation and has previously worked at Altair Advisers, Signature Advisors Group, and Arlington Capital Management. Outside of finance, he was involved with the University of Illinois Women's Basketball team from 2018 to 2020. Goldman Sachs Wealth Services advises a broad client base including individual investors, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management services supported by strategic allocation models, manager selections, and various implementation platforms, leveraging resources across the Goldman Sachs ecosystem.

Cameron Eades is a financial advisor at Mariner with a Series 65 designation and four years of industry experience. His prior roles include positions at the University of Illinois Foundation and Cline Financial Concepts. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized discretionary portfolios and integrates tax and accounting services alongside traditional portfolio management.

Kyle Kadish is a financial advisor with Allworth Financial, L.P., holding Series 65 and Series 66 credentials and one year of industry experience. Prior to joining Allworth, he worked at Fidelity Investments and Goldman Sachs Ayco Personal Financial Management. Kadish is also a co-founder of Clinch Sports, Inc. and Fancity, Inc., where he provides strategic consulting and marketing guidance for sports and gaming communities. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios using a variety of model strategies, including defined-outcome ETFs and options-based overlays, and employs third-party sub-advisers when appropriate.

Andrew Buchta is a CFP® with 28 years of industry experience. He is currently with &PARTNERS and joined the firm in 2026. Prior to that, he worked for Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 17 years. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers a range of investment management and advisory services, utilizing a combination of fundamental, technical, and quantitative strategies, and operates under dual registration as both a registered investment adviser and broker-dealer.

Kyle Thorpe is a CFP® with 10 years of industry experience, currently with &Partners in Arlington Heights, IL. He previously worked at City National Bank and RBC Capital Markets, LLC. Outside of his advisory role, he is involved as a director and member of related entities managing office space operations. &Partners serves a diverse client base including high-net-worth individuals, institutions, and retirement plans, offering investment management, financial and tax planning, and brokerage services. The firm employs a variety of analysis methods and both proprietary and third-party strategies, with a range of discretionary and non-discretionary account management options.

Eileen Carraher is a financial advisor at William Blair with Series 63 and Series 65 credentials and 32 years of industry experience. She has been with William Blair & Co LLC since 2009. 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 an active, research-driven approach across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Thomas Sandt is a financial advisor with Mercer Global Advisors Inc. in Schaumburg, IL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at TIAA-CREF, Academy Securities, First Trust Portfolios, and Citigroup Global Markets. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing discretionary and non-discretionary investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios implemented through a mix of low-cost ETFs, index funds, separate accounts, and private funds.

Matthew Kocanda is a CFP® and holds a Series 66 license, with 15 years of industry experience. He is currently with Corient, where he has worked in various capacities since 2022, including a role at Corient Services LLC beginning in 2023. His prior experience includes seven 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 combining in-house strategies and third-party solutions, and offers specialized services through affiliated entities such as family office and corporate trustee services.

Eryn Clemens is a Series 66 licensed financial advisor with 12 years of industry experience. She has worked at Goldman Sachs Wealth Services since 2021 and previously spent nine years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides 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 integrates centralized investment resources and a range of tailored offerings, delivering services through both direct and partner programs.

Gary Erickson is a financial advisor with Eagle Strategies (New York Life) based in Deerfield, IL, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. He has worked with Eagle Strategies since 2004 and has prior experience at Oakwell Financial Partners. Erickson serves as a board member for the LaGrange Area Department of Special Education. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, defined contribution and defined benefit plans, and corporate and charitable clients. The firm emphasizes tailored solutions delivered primarily on a non-discretionary basis within an integrated New York Life affiliate network.