Cameron Nylec is a CFP® professional with two years of industry experience, currently advising at Mariner. His prior roles include positions at JMG Financial Group, Ltd. and Total Clarity Wealth Management, Inc. He also spent four years at the University of Illinois Urbana-Champaign. Mariner serves a diverse client base that includes individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by an Investment Committee and offers integrated tax and accounting services uncommon among large advisory enterprises.

Christopher Sporer is a CFP® professional with 11 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2025. His prior roles include positions at CIBC Private Wealth, Charles Schwab, and TD Ameritrade. 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, utilizing globally diversified, risk-appropriate portfolios with multi-factor tilts and a variety of implementation options.

Deepen Modi is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Independent Financial Group since 2015. Outside of his advisory role, Modi is president and CEO of DKRS of Northbrook, a corporation managing office and business expenses, and is also an Illinois-licensed insurance agent. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, and financial planning services through a national network of Investment Adviser Representatives and provides advisory programs via its AccessPoint platform and third-party asset managers.

Taylor Reynolds is a financial advisor with Eagle Strategies (NY Life) based in Downers Grove, IL, holding Series 63 and Series 65 licenses and possessing seven years of industry experience. He has worked with several firms including Avail Financial Partners LLC, Christopher Financial Group, and Noble Capital Group. Outside of his advisory work, Reynolds coaches youth lacrosse for players aged 6 to 14 and serves on the boards of the Chicago Area University of Alabama Alumni Association and the Rotary Club of Downers Grove. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse clientele, including individual and institutional investors. The firm emphasizes tailored advice and offers a range of program types, managing the majority of its assets on a non-discretionary basis within its integrated New York Life structure.

Anthony Jones is a CFP® professional with two years of experience at Corient. Prior to joining Corient, he worked at Industrial Federal Credit Union and Regions Bank, and he also spent six years at Purdue University. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party manager solutions, supported by continuous portfolio monitoring and risk management tools.

Jeffery Coda is a Series 66-registered advisor with Goldman Sachs Wealth Services, based in Deerfield, IL, with four years of industry experience. He has worked with The Ayco Company, LP since 2016. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients, providing financial planning, portfolio management, and specialized wealth services. The firm utilizes strategic allocation models and proprietary research while integrating capabilities across Goldman Sachs affiliates to deliver tailored investment solutions.

Steven Gillhaus is a CFA® charterholder with 14 years of industry experience, currently advising at Mariner Wealth Advisors. His prior roles include positions at Savant Wealth Management, Mowery & Schoenfeld Wealth Management, LLC, and BMO Harris Financial Advisors, Inc. Outside of his advisory work, he serves as the elected Treasurer of the Farmington Bath and Tennis Club, a summer tennis and swim club in Chicago. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and coordinated tax services. The firm employs discretionary, customized portfolios combining in-house research and third-party managers, with notable integration of tax and accounting services and operational capabilities such as administrative CFO functions and a Financial Wellness Platform.

Cramer Soebbing is a CFP® professional with 10 years of industry experience, currently advising at Mariner Wealth Advisors since 2015. He serves on the advisory board of the H Foundation, which raises funds for basic science cancer research through charitable events. Mariner Wealth Advisors serves a diverse client base including individuals, institutions, and charitable organizations, offering investment management, financial planning, and tax services. The firm implements discretionary, customized portfolios and provides integrated tax and accounting services alongside traditional portfolio management.

Matthew Mikula is a CFP® with 16 years of industry experience, currently serving at Corient. His career includes nearly two decades at Balasa Dinverno Foltz LLC before joining Corient and its related entities. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm employs a goals-based, team-driven investment approach that integrates in-house strategies with third-party managers and uses advanced risk management and stress testing tools.

Jacob Lankford is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and two years of industry experience. His prior work includes roles at LPL Financial and the Wealth Enhancement Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a wide range of clients including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Nadim Zayed is a CFP® professional with 24 years of industry experience. He has been with Brookstone Capital Management LLC since 2006 and is also associated with Prizm Financial Advisors. Outside of his advisory work, he is a shareholder in a law firm specializing in estate planning. Brookstone Capital Management LLC provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee programs. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via various model portfolios and managed accounts.

Kevin Zasada is a CFP® professional with nine years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. His career includes roles at Empower Financial Services, Personal Capital Advisors Corporation, Fisher Investments, and Merrill. Wealth Enhancement Advisory Services (WEAS) offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment process that blends passive and active managers, overseen by an internal Investment Committee.

Tonya Coleman is a financial advisor with VOYA Financial Advisors, Inc. She holds the Series 63 and Series 65 designations and has 14 years of industry experience. In addition to her advisory work, Coleman owns a fast food seafood restaurant and works as a stylist for weddings and magazines. She also serves as the Chairperson of Economic Empowerment for the National Coalition of 100 Black Women. VOYA Financial Advisors, Inc. serves a wide range of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting through various program structures that emphasize recommendation-based, non-discretionary advice.

Daniel Lanman is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2019, following prior roles at The Ayco Company, L.P./Mercer Allied, Capstone Financial Advisors, and Great Lakes Advisors. Outside of finance, he was involved with The Red Lion and has academic experience at the University of Illinois Urbana-Champaign and Universidad Pontifical Comillas. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, corporate participants, executives, and institutional clients, offering tailored financial planning and portfolio management. The firm utilizes strategic allocation models, proprietary analytics, and integrates capabilities across the Goldman Sachs network to deliver comprehensive wealth management solutions.

Lindsay Blaney is a CFP® and Series 66 professional with nine years of experience in the financial services industry. She is currently with Integrated Wealth Concepts LLC and previously worked at Level Four Advisory Services and LPL Financial, where she has been affiliated since 2007. Integrated Wealth Concepts LLC serves a diverse client base including individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, emphasizing customized portfolios with a long-term investment approach and incorporating both internally managed strategies and third-party asset managers.

Christopher Alvarez is a financial advisor at Brookstone Capital Management LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Impact Investors and Jewel Osco. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Todd Diven is a CFP®-credentialed financial advisor with Wealth Enhancement Advisory Services, LLC, bringing 26 years of industry experience. He has been with Wealth Enhancement since 2013 and also operates a CPA practice focused on basic tax preparation. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.

John Welch is a financial advisor with William Blair, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with William Blair since 2013. Outside of his advisory work, he is a private investor and board member of INFOTOUCH Corp, a POS software developer, and is the owner of Yorkshire Motorsports LLC, a business selling personal car parts collected over five decades. 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 and access to private funds and co-investment opportunities.

James Benages is a financial advisor with TLG Advisors, Inc. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. His prior roles include positions at LPL Financial, Numark Credit Union, and Cetera Advisor Networks. Benages is also involved with Resource Ins & Fin Group, where he provides financial planning, investment management, and insurance services. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Anthony Dinverno is a CFP® with 13 years of industry experience, currently serving at Corient. He previously worked at Balasa Dinverno Foltz LLC for 13 years before joining Corient and its affiliated entities. 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 employs a goals-based, team investment approach that integrates internal security strategies with third-party managers and incorporates risk management tools and alternative investment options when appropriate.