Michael Niewiadomski is a CFP® and Series 66-registered advisor with three years of industry experience. He is currently with Dynamic and has prior experience at Lincoln Financial Advisors, as well as roles outside the financial industry. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and unaffiliated registered investment advisers. The firm emphasizes a long-term, client-specific portfolio construction process and offers portfolio management, financial planning, retirement plan services, and sub-advisory support, with particular focus on supporting other advisers through integrated technology and outsourced services.

Aaron Balch is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Bartlett & Co. Wealth Management LLC. His prior roles include positions at Tiaa and Morningstar Investment Services, Inc. Bartlett & Co. Wealth Management serves high-net-worth individuals, families, and institutional clients by providing discretionary wealth management and comprehensive financial planning. The firm emphasizes diversified asset allocation and relative-value analysis for fixed income, utilizing mutual funds, ETFs, and third-party platforms to implement targeted investment strategies.

Geoffrey Tomes is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 credential and 26 years of industry experience. He has worked at Noyes Advisors LLC for 11 years and David A Noyes & Company for 26 years. His other business activities include involvement in fixed life and health insurance and fixed annuities. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services employing various analytical approaches and maintains distinctive features such as negotiated performance-based fees for large institutional clients and affiliations with specialized asset management firms.

David Rog is a financial advisor at Goldman Sachs Wealth Services with 12 years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs since 2021, following an 11-year tenure 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, corporations, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Norman Schlismann is a financial advisor with Mesirow Financial Investment Management, Inc. in Chicago, IL. He holds Series 63 and Series 65 credentials and has 46 years of industry experience. Schlismann has been with Mesirow Financial since 2001. Mesirow Financial Investment Management’s Wealth Management division offers discretionary and non-discretionary investment management and financial planning services to a range of clients, including private individuals, institutional investors, and government entities. The firm employs both third-party managers and proprietary private investment products while applying quantitative and qualitative due diligence across various asset classes.

James Alverson is a financial advisor at William Blair with 11 years of industry experience. He holds a Series 66 designation and has worked at William Blair since 2021, following eight years at Tiaa. 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.

Daniel Nyhan is a financial advisor at Mesirow Financial Investment Management, Inc. in Chicago, IL, holding a Series 66 designation with 15 years of industry experience. He has been with Mesirow Financial since 2015. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to private individuals, pension plans, government entities, and institutional clients. The firm employs an investment process that includes setting asset allocation targets and conducting due diligence across a range of asset classes, offering access to both third-party managers and proprietary private investment products.

Spencer Kenney is a financial advisor at William Blair in Chicago, holding a Series 66 designation with two years of industry experience. He previously worked at Northern Trust for seven years before joining William Blair. 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 multiple asset classes and provides proprietary models, third-party sub-advisers, and access to private funds through its MB Investments Program.

Gregory Herr is a financial advisor at NorthCoast Asset Management LLC with one year of industry experience. He holds the CFA® designation and a Series 63 license. His prior work includes roles at Focus Partners Wealth, Kovitz Investment Group Partners, Phaeacian Partners, and UMB Distribution Services. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach, offering a range of portfolio management strategies including strategic asset allocation, equity, income, and alternatives.

Austin Martineau is a Series 65-credentialed financial advisor at Focus Partners Wealth, LLC with two years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, LLC, Strategic Wealth Partners, LLC, and Kams LLC, as well as seven years managing Ultimate Carwash and Detail Center. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach with enhanced open architecture, offering a broad range of investment options and integrated wealth services.

Dennis Dine is a financial advisor with Equity Services, Inc. and holds a Series 66 designation. He has 16 years of industry experience and has worked at firms including Lakeshore Financial Group, Money Concepts Capital Corp., and Edward Jones. Outside of his advisory work, he serves as Minister of Care at St John of the Cross Parish in Western Springs, IL. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios that combine long-term strategies with options for shorter-term trading.

James Dyer III is a CFP® and holds a Series 65 license with four years of industry experience. He currently works at Creative Planning, where he has been since 2022, and previously worked at Wipfli Financial Advisors and held academic roles at the University of Wisconsin–Madison and Whitefish Bay Middle/High School. 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 process that emphasizes low-cost indexing, buy-and-hold strategies, and offers a range of supplemental investment options alongside affiliated legal, trust, and recordkeeping services.

Pantelis Xidias is a financial advisor with Eagle Strategies (NY Life) in Chicago, IL, holding Series 63 and Series 65 licenses and having five years of industry experience. He has worked with several firms including NYLIFE Securities LLC, New York Life Insurance Company, and Northwestern Mutual. Outside of his advisory role, he is involved in managing workflow at Apex Auto Care, an automotive repair business. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and charitable and corporate clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides multiple advisory program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Charles Hoban is a financial advisor with William Blair in Chicago, holding a Series 66 designation. He joined the firm in 2025 and has prior experience at Wesleyan University, The Lawrenceville School, Winnetka Park District, and New Trier High School. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm uses active, research-driven strategies across multiple asset classes and offers proprietary models, access to private funds, and co-investment opportunities.

Glenn Movish is a CFP® with 40 years of industry experience currently affiliated with MAI Capital Management, LLC. His prior work includes 17 years at Lasalle St. Securities, L.L.C. and over three decades at Asset Management Group LTD. He also has involvement in fixed insurance activities outside his advisory role. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional investors. The firm offers customized portfolio management across various strategies and integrates financial planning, tax, and bill-pay services into many client relationships.

Luis Trujillo is a financial advisor at Mesirow Financial Investment Management, Inc. with three years of industry experience. He previously worked at JPMorgan Securities LLC and Union Bank & Trust Co. from 2019 to 2023. Mesirow Financial Investment Management provides discretionary and non-discretionary investment management and financial planning services to private individuals, pension and profit-sharing plans, government entities, charitable organizations, and institutional clients. The firm utilizes a combination of proprietary private investments and third-party managers, applying both quantitative and qualitative due diligence in portfolio construction.

Joel Hirsh is a financial advisor at Focus Partners Wealth, LLC with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Kovitz Investment Group Partners, LLC and Kovitz Securities, LLC prior to joining Focus Partners Wealth. Focus Partners Wealth provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm’s investment approach focuses on long-term, tax- and fee-sensitive strategies within an enhanced open architecture framework combining active and passive investments.

Dillion Thoms is a financial advisor at VALIC Financial Advisors with a Series 66 designation and four years of industry experience. He has worked at VALIC Financial Advisors since 2021 and has additional experience with AGIA and FSR Services. Thoms has also been involved with non-securities insurance products through his role at AGIA. VALIC Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts using Envestnet’s platform, managing approximately $29.2 billion and serving close to 300,000 clients through over 1,200 advisors.

Michael Bemoras is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at Airbrij Technology, Inc., Veriown Global, Inc., Hireology, and Veriown Americas, LLC. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual, executive, corporate, and institutional clients. The firm uses tailored allocation models and combines proprietary research with a broad range of services, leveraging capabilities across the Goldman Sachs network.

Paul Moy is a CFP® with 47 years of industry experience, currently serving as an advisor at SPC since 2011. He is also associated with Sigma Financial Corporation during the same period. Outside of his advisory role, Moy is a licensed insurance agent appointed with various insurance companies, acts as a trustee for his own trust, and offers notary public services in Cook County, Illinois. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisors.