Thomas Thibeault is a Series 66-credentialed financial advisor with 13 years of industry experience. He has been with William Blair since 2015. Outside of his advisory role, he coaches individuals in lacrosse skills and conditioning through Athletes Academy. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Ramesh Poola is a CFA charterholder and financial advisor at Creative Planning with two years of industry experience. He previously worked at IRON Financial, LLC for eleven years before joining Creative Planning in 2021. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and supplemental tactics such as direct indexing and tax-loss harvesting.

Robert Malek is a financial advisor with PlanMember Securities Corporation in Chicago, IL, holding Series 63 and Series 65 credentials and 43 years of industry experience. His career includes roles with Prosperity Wealth Advisors, Cambridge Investment Research, and operating his own firms, Malek Wealth Advisors and Robert Malek Insurance. He is also president of Priority Retirement Solutions, a banking and tax entity supporting financial advisory services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios, supplemented by education and support services for plan sponsors and participants.

Luigi Mancusi is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His work history includes positions at Oppenheimer, Wintrust Investments LLC, Great Lakes Advisors, LLC, and Northern Trust Securities, Inc. Sanctuary Advisors, LLC serves a broad client base including individuals, corporations, pension plans, trusts, estates, and charitable organizations through a network of over 400 independent adviser representatives. The firm offers a range of services such as portfolio management, financial planning, and retirement plan consulting, employing various investment approaches and acting as a fiduciary under written advisory agreements.

Wesley Barnes is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Mariner since 2025. He previously worked at Hightower Advisors and Hightower Securities, LLC from 2008 to 2022 and served in the United States Marine Corps Reserves from 2011 to 2017. Outside of his advisory role, Barnes is involved in managing a group of doughnut franchise locations and serves on the board of United Way Northwest Indiana. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through comprehensive investment management, financial planning, and retirement consulting. The firm emphasizes discretionary, customized portfolios overseen by an Investment Committee, integrating in-house research with third-party managers, and offers distinctive tax, accounting, and administrative CFO services.

Aaron Kim is a CFP® with 20 years of industry experience, currently serving as a financial advisor at VOYA Financial Advisors, Inc. since 2015. His prior roles include positions at J.P. Morgan Securities, Chase Investment Services Corp., Valic Financial Advisors, and Ameriprise. He also operates as an independent insurance agent for fixed insurance products. VOYA Financial Advisors, Inc. is a large advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, and corporate clients. The firm integrates in-house and third-party strategies with technology-enabled tools to deliver both discretionary and non-discretionary investment management.

Maria Burger is a financial advisor with First Command Advisory Services in Oak Brook, IL, holding a Series 66 designation and eight years of industry experience. She has been affiliated with First Command and related entities since 2017 and is the business owner of MVB Financial Services, LLC. Burger also serves as president and board member of the West Point Society of Chicago, a nonprofit supporting the United States Military Academy, admissions, and alumni. Additionally, she provides consulting services to chemical and manufacturing companies through the Gerson Lehrman Group. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers, using a disciplined manager selection process and established platforms for portfolio administration and custody.

Alexander Kapusta is a Series 65-licensed advisor with Mariner, bringing four years of industry experience. His prior roles include positions at Horizon Wealth Management and Kam's, as well as work with Butterfield Country Club and the United States Soccer Federation. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations through investment management, financial planning, and retirement consulting. The firm combines in-house research with third-party manager access and offers integrated tax, family office, and financial wellness services alongside traditional portfolio management.

James Hamman is a financial advisor with William Blair, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with William Blair & Company L.L.C. since 1997. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients. The firm emphasizes active, research-driven management across multiple asset classes and provides proprietary models and access to private funds through its MB Investments Program.

Eric Jones is a CFA® charterholder with one year of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior roles include positions at Edge Financial Advisors, Capstone Financial Advisors, Mizuho Securities LLC, and Legal & General Investment Management America. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing, using proprietary quantitative screens alongside third-party managers and individual securities as appropriate.

Thomas Herzing is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has been with Mercer since 2015. 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 nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor tilts, supported by various implementation options and a range of affiliated service lines.

Jennifer Heid is a financial advisor at First Command Advisory Services with 16 years of industry experience. She holds Series 63 and Series 66 designations and has been with First Command in various capacities since 2010. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects and manages model portfolios and third-party managers.

Kyle Martin is a financial advisor with Commonwealth Financial Network based in Wheaton, IL. He holds the CFP® designation and has 11 years of industry experience. Prior to joining Commonwealth and founding Murphy Financial Group, he worked at firms including MML Investors Services, Mass Mutual Life Insurance Company, Lenox Advisors, Inc., and Invesco Advisers, Inc. Outside of his advisory work, Martin is involved in Medicare product referrals through a separate business activity. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and services. The firm provides operational, trading, technology, compliance, and practice-management support, enabling advisors to offer diverse investment solutions including discretionary model portfolios and personalized indexing options.

Benjamin Teichman is a financial advisor with Guardian Life and Park Avenue Securities, holding the Series 63 and Series 65 credentials and with 22 years of industry experience. His work history includes multiple roles at both firms since 2016. He also sells fixed insurance and annuities outside of Guardian on a limited basis. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and investment adviser that serves individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage, financial planning, retirement consulting, and various advisory programs, including discretionary and non-discretionary management using both proprietary and third-party model portfolios.

Victor Champney is a financial advisor with Transamerica Financial Advisors, holding Series 63, 65, and 66 licenses and bringing 17 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and is also involved with The UTC Tax Busters and Inheritguard, LLC. Outside of finance, he operates a music studio, provides music lessons, and performs as a member of a musical band. Transamerica Financial Advisors serves a wide range of clients including individuals, employer-sponsored retirement plans, trusts, and charitable organizations. The firm delivers advisory services primarily through model portfolios and third-party managers, supported by a large advisor network and multiple program platforms.

Nicholas Costa is a CFP® professional with two years of industry experience. He is currently affiliated with Wealth Enhancement Advisory Services, LLC and previously worked at Vermillion Financial Advisors. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and utilizes a diversified investment process combining passive and active managers with quantitative, momentum, and fundamental analysis.

Ann Marie Cudzilo is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her career includes roles at Transamerica Capital, Inc., Diversified Investors Securities Corp., and First Command Financial Planning. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers comprehensive financial planning and various wrap-fee asset management programs that utilize model portfolios and third-party managers selected by an internal Investment Management Team.

Aurelio Reyes is a financial advisor with Fifth Third Securities, Inc. based in Woodridge, IL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior work includes positions at J.P. Morgan Securities and Merrill. Outside of his advisory role, he works as a local DoorDash driver. Fifth Third Securities 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 options and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a municipal-advisor registration.

Robert Kuras is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. His prior work includes roles at Bank of America, Merrill, and TDAmeritrade. Outside of finance, he has been involved with Spice Daddy Inc. since 2004. Fifth Third Securities serves a diverse range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple managed account programs and utilizes third-party portfolio managers, delivering services via the Passageway platform with various investment options tailored to client risk profiles.

Marzena Lukasiewicz is a financial advisor at Brookstone Capital Management LLC with three years of industry experience. She holds a Series 65 designation and has worked previously at Financial Wealth Alliance, MasterCall, and World Discount Telecommunications. Outside of her advisory role, she is involved in insurance sales. 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.