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.

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.

Mariusz Niedbalec is a financial advisor at William Blair with 26 years of industry experience. He holds the Series 66 designation and has been with William Blair & Company since 2005. 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 multiple asset classes, providing proprietary models and access to private funds and co-investment opportunities.

Kelly Tischart is a financial advisor with The Huntington Investment Company and holds Series 63 and Series 65 licenses. She has 34 years of industry experience, having worked previously at LPL Financial and Ameriprise Financial Services. Outside of her advisory role, she is associated with a retail business specializing in collectible merchandise such as baseball cards and coins. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities by offering advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform. The firm uses an open-architecture model that includes third-party sub-managers and proprietary Private Bank models, providing portfolio management and related services primarily through percentage-of-assets wrap fees.

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.

David Engle is a financial advisor at Mesirow Financial Investment Management, Inc. with 23 years of industry experience. He has been with Mesirow since 2004 and holds a Series 66 designation. Engle serves on the Board of the University of Illinois College of Business Alumni Association. Mesirow Financial Investment Management’s Wealth Management division provides both discretionary and non-discretionary investment management and financial planning services to private individuals, institutional clients, and government entities. The firm employs a structured investment process including Investment Policy Statements, asset allocation targets, and due diligence across various asset classes, offering access to third-party managers as well as proprietary private investment products.

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.

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.

Steven Mesirow is a financial advisor with Mesirow Financial Investment Management, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has been with Mesirow Investment Services Inc. since 1992 and Mesirow Financial, Inc. since 1991. Outside of his advisory role, he is a Senior Managing Director at Knowbituary, a software subscription startup. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning for a range of clients including individuals, pension plans, government entities, and institutional clients. The firm employs both proprietary private investment products and third-party managers and conducts quantitative and qualitative due diligence to construct portfolios aligned with client investment policies.

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.

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.

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.

Sarah Tobolski is a CFA® charterholder with eight years of industry experience. She has worked at William Blair since 2017 and previously spent three years at DiMeo Schneider. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients. The firm applies active, research-driven management across multiple asset classes and provides proprietary models and access to private funds and co-investment opportunities.

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.

Paul Blumberg is a financial advisor with Mesirow Financial Investment Management, Inc. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. He has been with Mesirow Financial, Inc. since 1993 and with Mesirow Investment Services, Inc. since 1983. He serves as a director for the nonprofit organization I Have a Dream. Mesirow Financial Investment Management, Inc.’s Wealth Management division 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 employs an investment approach that includes creating Investment Policy Statements, setting asset allocation targets, and conducting due diligence across various asset classes, while offering access to both third-party managers and proprietary private investment products.

Michael Gubin is a financial advisor at TLG Advisors, Inc. with 12 years of industry experience. He holds a Series 66 designation and has been affiliated with Schmidt Financial since 2012. Outside of his advisory role, he is involved in life insurance and annuity sales through his positions at Schmidt Financial and MAG Advisors Inc., where he serves as president and sole owner. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets and serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, and ERISA fiduciary services, employing a research approach based on fundamental analysis and Modern Portfolio Theory.

Sandra Nies is a financial advisor at Fifth Third Securities, Inc. with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Huntington National Bank, Park Avenue Investment Advisory, and BMO Harris Financial Advisors. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and multiple platform partnerships.

Kimberly Petricca is a financial advisor with Mesirow Financial Investment Management, Inc. She holds Series 63 and Series 66 licenses and has 19 years of industry experience. Her prior roles include positions at Alera Investment Advisors, LLC, Triad Advisors, Inc., and GCG Financial LLC. Mesirow Financial Investment Management, Inc.’s Wealth Management division offers discretionary and non-discretionary investment management and financial planning to a diverse client base, including individuals, pension and profit-sharing plans, government entities, and institutional clients. The firm employs a comprehensive investment process that includes setting asset allocation targets, applying due diligence across various asset classes, and utilizing both proprietary and third-party investment products.

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.

Lucas Weis is a CFP® and holds a Series 66 license with nine years of industry experience. He is currently with &PARTNERS and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. &PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and ERISA 3(21) consulting, utilizing a mix of fundamental, technical, and quantitative analysis through discretionary and non-discretionary account management.