Joao Pedro De Figueiredo Godoy is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs Ayco Personal Financial Management since 2021. His prior roles include positions at VH Valuations, Lake Forest College, FARO Advisory, and Depfi/Mosendo. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm provides tailored financial planning and portfolio management, leveraging extensive resources within the Goldman Sachs ecosystem, and offers a range of specialized programs and investment solutions.

Mashaab Munaf is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience and holds a Series 66 designation. Prior to joining Goldman Sachs, Munaf’s career includes roles at Schreiber Foods, Madison Gas and Electric, and Quality Cellular/US Cellular. 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 utilizes strategic allocation models and a range of platforms to tailor investment solutions, drawing on resources from across the Goldman Sachs ecosystem.

Scott Nicholson is a Series 66 licensed financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He has worked at Goldman Sachs Ayco since 2022 and previously held a position at Morgan Stanley in 2021. Prior to his advisory career, he was employed in various roles including at Lake Forest College and with landscaping businesses. 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 and portfolio management supported by specialized services such as Private Family Office and Executive Wealth programs, utilizing strategic allocation models and both discretionary and non-discretionary implementations within the broader Goldman Sachs ecosystem.

Brittany Argaez is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. She holds the Series 65 designation and has worked previously at Kovitz Investment Group Partners, LLC and Strategic Wealth Partners. Her background also includes four years at the University of Dayton. Focus Partners Wealth serves a diverse range of clients including individuals, families, corporate and institutional investors, offering investment management, financial counseling, family office services, and other wealth management solutions. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis with third-party managers and offers a broad platform of affiliated service companies and product relationships.

Steven Schaumberger is a financial advisor at TLG Advisors, Inc. with 33 years of industry experience. His prior work includes roles at Winged Keel Group, NFP, and The Leaders Group dba Simplicity Investments. He is also actively involved in community and professional organizations, serving as president of the Harvard Business School Club of Chicago and holding board and volunteer roles with several local organizations. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm employs a manager selection and monitoring process grounded in fundamental analysis and Modern Portfolio Theory, offering both sub-advisor managed portfolios and a direct-to-consumer digital program called Starlight Portfolios.

Matthew Wechsler is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds a Series 66 designation and has previously worked with Vernon Township, Miami University, and Adlai E. Stevenson High School. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm provides tailored financial planning and portfolio management supported by proprietary analytics and strategic investment models, with access to a broad range of affiliated capabilities across the Goldman Sachs ecosystem.

Lilly Adelstein is a Series 66-registered advisor with Goldman Sachs Wealth Services, based in Deerfield, IL, with one year of industry experience. Her background includes multiple roles at Goldman Sachs & Co. LLC and The Ohio State University. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm integrates a broad range of investment capabilities and employs both discretionary and non-discretionary strategies supported by advanced analytics and proprietary tools.

Charles Beech Jr. is a financial advisor at SPC with 23 years of industry experience. He holds a Series 66 designation and has been with SPC and Sigma Financial Corporation since 2006. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies through discretionary and nondiscretionary management options.

Pierce Kaufman is a financial advisor with Goldman Sachs Wealth Services based in Deerfield, IL. He holds a Series 66 designation and has six years of industry experience, including previous roles at The Ayco Company, L.P./Mercer Allied and Hoover & Associates Financial Services. Goldman Sachs Wealth Services advises a diverse client base that includes individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management supported by specialized programs, strategic allocation models, and access to alternative investments.

Grant Hawkins is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and two years of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC, Goldman Sachs Ayco, 3Step Sports - NXT Sports, Scott Mazda, and a legislative role with the United States Senate under Pat Toomey. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management with tailored strategies supported by specialized investment groups and offers access to a broad range of services including Private Family Office and Alternative Investments.

Christine Thornburg is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She worked at Mercer Allied Company, L.P. for 24 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 individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering tailored solutions through both discretionary and non-discretionary managers within a large integrated financial group.

Melissa Streich is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 18 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 15 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 integrated strategies across affiliated teams, providing access to a wide range of tailored wealth management solutions.

Paul Arnold is a CFA® charterholder with over 20 years of experience in the financial industry. He is currently with Mesirow Financial Investment Management, Inc. and previously worked for Morningstar Investment Management, LLC for 19 years. Mesirow Financial Investment Management, Inc. offers discretionary and non-discretionary investment management and financial planning services to a range of clients including individuals, pension plans, government entities, and charitable organizations. The firm employs a quantitative and qualitative due diligence process across various asset classes and provides access to third-party managers as well as proprietary private investment products.

Jeffrey Fosselman is a CFP® and PFS™ credentialed advisor with 12 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, LLC and Relative Value Partners, LLC. Mr. Fosselman maintains an active law license in Illinois, although he does not actively practice law. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Stephanie Graf is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at Goldman Sachs since 2021 and spent 14 years at The AYCO Company, L.P./Mercer Allied prior to that. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm leverages centralized investment resources and offers tailored solutions including Executive Wealth and Private Family Office support, operating within a large integrated financial group with a range of affiliated services.

Marisa Nafso is a Series 66 licensed financial advisor at Goldman Sachs Wealth Services with less than one year of industry experience. Her work history includes roles at Goldman Sachs & Co. LLC and Merrill Lynch, as well as various positions at Washington University in St. Louis. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management supported by specialized executive wealth programs, alternative investments, and advanced portfolio strategies utilizing proprietary analytics and a range of fee arrangements.

Merrick Singer is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Strategic Wealth Partners, and Merrill. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses, employing a long-term investment approach that integrates active and passive strategies within an enhanced open architecture framework. The firm offers a variety of services including portfolio management, financial counseling, tax preparation, and fiduciary consulting.

Robert Wayne is a financial advisor at SPC with 45 years of industry experience. He holds Series 63 and Series 65 designations and has been with Sigma Planning Corp. since 1998 and Sigma Financial Corporation since 1995. Outside of his advisory work, he serves as a commissioner for the Lake Forest Cemetery Commission. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisors. The firm offers portfolio management, financial planning, and ERISA-related retirement services, with an investment approach that emphasizes client suitability and offers both discretionary and nondiscretionary options.

Thomas Davidson is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 16 years with 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 individuals, high-net-worth households, and institutional clients. The firm combines centralized investment resources and model portfolios with a range of discretionary and non-discretionary managers, providing tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Edna Rachal is a financial advisor with Eagle Strategies (NY Life) based in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked with Eagle Strategies since 2022 and has been affiliated with New York Life entities since 2008. Outside of her advisory role, she serves as president of the Women’s Ministry and co-chair of Women’s Day at St. Paul AME Church. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored advice across multiple program types and manages predominantly non-discretionary assets, particularly focusing on retirement investors and plan sponsors within an integrated New York Life affiliate structure.