Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Hannah S
Series 66
Chicago, IL
Goldman Sachs Wealth Services
Hannah Stamps is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2022. Prior to that, she was employed at Tulane University and Target. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management supported by strategic allocation models and manager selections, integrating a range of fee arrangements, platforms, and proprietary research tools.
Daniel S
Series 66
Chicago, IL
Goldman Sachs Wealth Services
Daniel Schramm is a financial advisor with Goldman Sachs Wealth Services in Chicago, holding a Series 66 credential and two years of industry experience. Prior to his current role, he has worked at JPMorgan Chase and Gruber Law Offices among other positions. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs, utilizing strategic allocation models and proprietary research to tailor client solutions.
Eric D
Series 66
Chicago, IL
Goldman Sachs Wealth Services
Eric Daliege is a financial advisor with Goldman Sachs Wealth Services in Chicago, IL, holding a Series 66 designation and 11 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent seven 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, and institutional clients. The firm leverages centralized investment resources and model portfolios while offering tailored services such as Executive Wealth and Private Family Office support.
Daniel K
Series 65, Series 63
Chicago, IL
Goldman Sachs Wealth Services
Daniel Kempf is a financial advisor with Goldman Sachs Wealth Services in Chicago, IL, holding Series 65 and Series 63 licenses and seven years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019 and previously held positions at Indiana University and Oracle Corp. Kempf serves on the Board of Directors of the Boy Scouts of America Northeast Illinois Council and acts as an Alumni Mentor for MBA students at Indiana University. Goldman Sachs Wealth Services provides tailored financial planning and portfolio management to a wide range of clients, including individuals, executives, plan sponsors, and institutions. The firm integrates resources from across the Goldman Sachs ecosystem and uses strategic allocation models, tax-aware techniques, and proprietary analytics to support client objectives.
Sean M
Series 63, Series 65
Chicago, IL
Goldman Sachs Wealth Services
Sean Mcnamara is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019, following roles at The Ayco Company, L.P., Jimmy Johns, and Friendly Auto Group. Goldman Sachs Wealth Services advises a diverse client base that includes individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management services supported by proprietary analytics and integrates capabilities across the broader Goldman Sachs ecosystem.
Ally B
Series 66
Chicago, IL
Goldman Sachs Wealth Services
Ally Becker is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and four years of industry experience. She has worked at Goldman Sachs since 2021 and held positions at AxisU, DoorDash, Mallinckrodt Pharmaceuticals, and other organizations prior to joining the firm. 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 employs centralized investment resources and a range of discretionary and non-discretionary managers, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.
Dhruv P
Series 66
Chicago, IL
Goldman Sachs Wealth Services
Dhruv Patel is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds the Series 66 designation and has been with Goldman Sachs since 2023. Prior to his advisory role, he studied at the University of Illinois Urbana-Champaign and gained experience outside finance in the automotive service sector. Goldman Sachs Wealth Services serves a wide range of clients, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management tailored to client objectives, leveraging strategic allocation models, manager selections, and both discretionary and non-discretionary implementations within the broader Goldman Sachs ecosystem.
Ryan T
Series 65, Series 63
Chicago, IL
Goldman Sachs Wealth Services
Ryan Taylor is a financial advisor with Goldman Sachs Wealth Services in Chicago, holding Series 65 and Series 63 licenses and having five years of industry experience. He has been with Goldman Sachs since 2019, previously working at AIT Worldwide Logistics. He has made guest appearances for the Green Bay Packers as an alumni. Goldman Sachs Wealth Services advises a wide range of clients, including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management with customized strategies supported by extensive research, leveraging Goldman Sachs’ broad ecosystem of affiliates and specialized advisory teams.
Matthew B
Series 66
Chicago, IL
Goldman Sachs Wealth Services
Matthew Burel is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 16 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 11 years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering services through both affiliated and unaffiliated managers, and integrates offerings across multiple affiliates such as banking and retirement consulting.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters