Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

John D

Series 66

Deerfield, IL

Goldman Sachs Wealth Services

John Dewald is a financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. He holds a Series 66 designation and has previously worked at The AYCO Company, L.P./Mercer Allied, Wayne Hummer Investments LLC, and Axa Advisors, LLC. Dewald is based in Deerfield, Illinois. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management supported by strategic allocation models and access to specialized programs such as Private Family Office services and Alternative Investments.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
user avatar
firm logo

Ryan D

Series 66

Deerfield, IL

Goldman Sachs Wealth Services

Ryan Daliege is a financial advisor at Goldman Sachs Wealth Services with 15 years of industry experience. He holds a 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 individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers to deliver tailored wealth management solutions.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
user avatar
firm logo

Alexander V

Series 66

Deerfield, IL

Goldman Sachs Wealth Services

Alexander Von Ribbeck Schon is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and five years of industry experience. Prior to his current role, he worked at Merrill Lynch and SS04 Simmsallskap and attended Lake Forest College. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm’s advisory teams use a range of strategic allocation models and investment tools, leveraging the broader Goldman Sachs ecosystem to provide a variety of tailored financial solutions.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
user avatar
firm logo

Grace L

Series 66

Deerfield, IL

Goldman Sachs Wealth Services

Grace Lyons is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. Prior to joining Goldman Sachs & Co. LLC in 2024, she held roles at Butler University, including work with the Transformation Lab, and has experience at the Chicago Highlands Club. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm utilizes strategic allocation models, multiple implementation approaches, and proprietary research tools, leveraging its integration with the broader Goldman Sachs organization to offer access to specialized programs and alternative investments.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
user avatar
firm logo

Dominic R

Series 66

Deerfield, IL

Goldman Sachs Wealth Services

Dominic Rosso is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 credential and seven years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019 and previously held roles at The Ayco Company, L.P./Mercer Allied, Marquette University Law School, and Hynes & Kuhn, S.C. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management supported by proprietary research, specialized programs, and access to alternative investments, leveraging the broader resources of the Goldman Sachs ecosystem.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
user avatar
firm logo

Adriana J

Series 66

Deerfield, IL

Goldman Sachs Wealth Services

Adriana Jovsic is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds a Series 66 designation and has previously worked at Ayco Goldman Sachs and Lake Forest College in various roles. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to diverse clients, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
user avatar
firm logo

Emily S

Series 66

Deerfield, IL

Goldman Sachs Wealth Services

Emily Sobut is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 17 years of industry experience. She has worked at Goldman Sachs since 2021 and previously spent 13 years at The AYCO Company, L.P./Mercer Allied. Outside of her advisory role, she serves as a brand ambassador for AM Golf Trips, a sports organization based in Chicago. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, offering tailored solutions such as executive wealth management, retirement plan education, and private family office support.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
user avatar
firm logo

Ethan S

Series 66

Deerfield, IL

Goldman Sachs Wealth Services

Ethan Shack is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds the Series 66 designation and has worked previously at Advantage xPO and JCC Chicago, among other roles. Goldman Sachs Wealth Services offers 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 utilizes centralized investment resources and model portfolios, delivering services through a combination of discretionary and non-discretionary managers within a large integrated financial group.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
user avatar
firm logo

Griffin E

Series 66

Deerfield, IL

Goldman Sachs Wealth Services

Griffin Egan is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and four years of industry experience. Prior to joining Goldman Sachs, he worked at the Royal Bank of Canada and has experience with YMCA and ECMC. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, institutional clients, and plan sponsors. The firm integrates resources from across the Goldman Sachs ecosystem to offer customized strategies, alternative investments, and specialized wealth programs.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
user avatar
firm logo

Matthew S

Series 66

Deerfield, IL

Goldman Sachs Wealth Services

Matthew Sears is a financial advisor at Goldman Sachs Wealth Services with 18 years of industry experience. He holds a Series 66 designation and previously worked for The AYCO Company, L.P./Mercer Allied for 13 years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers to deliver tailored wealth solutions.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
user avatar
firm logo

Casey V

Series 66

Deerfield, IL

Goldman Sachs Wealth Services

Casey Vaughan is a financial advisor at Goldman Sachs Wealth Services with 18 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 14 years at The Ayco Company, LP/Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm employs strategic allocation models and advanced analytics, drawing on resources across the broader Goldman Sachs ecosystem.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
user avatar
firm logo

Juncheng Y

Series 66

Deerfield, IL

Goldman Sachs Wealth Services

Juncheng Yang is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs and 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 individual, high-net-worth, corporate, and institutional clients. The firm leverages centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
user avatar
firm logo

London B

Series 66

Deerfield, IL

Goldman Sachs Wealth Services

London Brown is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 designation and has one year of industry experience. Prior to joining Goldman Sachs, Brown held various roles including positions at Cornell University and Schneider National. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized programs such as Private Family Office and Executive Wealth services. The firm integrates a range of proprietary and third-party analytics, including AI, to tailor investment strategies and provides access to affiliated Goldman Sachs capabilities across banking, asset management, and brokerage.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
user avatar
firm logo

Addam P

Series 66

Deerfield, IL

Goldman Sachs Wealth Services

Addam Piazza is a financial advisor at Goldman Sachs Wealth Services with 19 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following a 15-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 high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
user avatar
firm logo

Taylor H

Series 66

Deerfield, IL

Goldman Sachs Wealth Services

Taylor Hernet is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and four years of industry experience. Prior to joining Goldman Sachs Ayco in 2022, he worked at Advantage xPO and has a background that includes five years at Medieval Times Dinner & Tournament. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and affiliated teams to offer tailored wealth management solutions and operates within a large integrated financial group with a wide range of services and programs.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
user avatar
firm logo

Francis M

Series 66

Deerfield, IL

Goldman Sachs Wealth Services

Francis Mulligan is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds a Series 66 designation and has held roles at South Jersey Industries, Rutgers Law Associates, and the Gloucester County Prosecutor's Office. Goldman Sachs Wealth Services advises a diverse client base including individual investors, 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, employing strategic and tactical allocation models and integrating resources across the broader Goldman Sachs ecosystem.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
user avatar
firm logo

Molly M

Series 66

Deerfield, IL

Goldman Sachs Wealth Services

Molly Mohajir is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has previously worked at FCS Private Wealth, the University of Kansas, and Lockton. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm utilizes strategic and tactical allocation models and offers a range of services such as Private Family Office programs and access to Alternative Investments, supported by proprietary and third-party analytics.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
user avatar
firm logo

Matthew V

Series 66

Deerfield, IL

Goldman Sachs Wealth Services

Matthew Vasiliauskas is a financial advisor with Goldman Sachs Wealth Services and holds a Series 66 designation. He has recently started his career in the financial industry and previously worked at Arthur J. Gallagher & Co. and Portillo's Restaurant Group, Inc. He also has experience with Indiana University’s Kelley School of Business and the Wheaton Park District. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, institutional clients, and plan sponsors, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models, manager selections, and a variety of implementation platforms, leveraging capabilities across the broader Goldman Sachs ecosystem.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
user avatar
firm logo

Kexin Y

Series 66

Deerfield, IL

Goldman Sachs Wealth Services

Kexin Yang is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2023. Her prior roles include positions with the Asian Pacific American Legal Resource Center and nonprofit organizations such as The Bail Project and Tzedek DC. 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 access to a broad range of affiliated resources and specialized programs.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
user avatar
firm logo

Nafissa B

Series 66

Deerfield, IL

Goldman Sachs Wealth Services

Nafissa Bounia Yahaya is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds a Series 66 designation and has been with Goldman Sachs & Co. LLC since 2023. Prior to her advisory role, she spent four years affiliated with Lake Forest College. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, specialized executive wealth programs, and access to alternative investments, utilizing a range of strategies and integrated resources across the Goldman Sachs platform.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
Warmer team member

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.

Find your advisor

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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")