Paul Wehner is a financial advisor at William Blair with 14 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at multiple firms including Kingswood Capital Partners and Schechter Investment Advisors. Outside of his primary roles, he is involved with private equity investing through Schechter Private Capital and is an insurance agent with Robert Schechter & Associates. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, and corporate clients. The firm employs an active, research-driven approach across asset classes and provides proprietary models, sub-advisory options, and access to private funds and co-investments.

Tyler Hujik is a financial advisor at Goldman Sachs Wealth Services with 13 years of industry experience. He holds the Series 66 designation and has worked at Ayco/Goldman Sachs & Co. LLC since 2019, following eight years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management along with specialized services such as Private Family Office, Executive Wealth programs, and access to Alternative Investments, utilizing a range of strategic allocation models and proprietary research tools.

Julia Larson is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. She holds a Series 66 designation and has worked primarily at Goldman Sachs Ayco Personal Financial Management since 2021. Larson has prior experience in roles connected to Lake Forest College and Sandcastle. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate and employer-sponsored participants, executives, and institutional clients. The firm delivers tailored financial planning and portfolio management using strategic models, manager selections, and both discretionary and non-discretionary implementations, leveraging resources across the Goldman Sachs ecosystem.

Benjamin Krotky is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 credential and beginning his industry experience in 2026. Prior to joining Bankers Life, he worked in various roles including positions at United Parcel Service and educational institutions. In addition to his advisory role, he is licensed as an insurance agent, brokering Medicare-related health insurance plans through Blue Cross Blue Shield. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach focuses on customized asset allocation, periodic rebalancing, tax efficiency, and a combination of fundamental, technical, and cyclical analysis.

Vivian Villers is a CFP® with 41 years of industry experience, currently serving at SPC since 1998. She also has a long tenure with Sigma Financial Corporation dating back to 1991. Outside of her advisory work, Villers is a paid public speaker on special needs planning for families and is involved with SAGE Planning, which offers various insurance products. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers and approximately $5.66 billion in assets under management. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies based on client suitability with options for discretionary and nondiscretionary management.

Daniel Grant is a financial advisor at William Blair with 40 years of industry experience. He has been with William Blair & Company L.L.C. since 1995. He holds Series 63 and Series 65 credentials. William Blair’s Private Wealth Management division provides 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 and offers proprietary models, access to private funds, and co-investment opportunities.

William Farkas is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds the Series 66 designation and has previously worked at Indiana University and Mill Ridge Wealth Management, LLP. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, utilizing strategic allocation models and proprietary analytics within the broader Goldman Sachs ecosystem.

Richard Friedman is a financial advisor at Creative Planning with 22 years of industry experience. He holds a Series 65 designation and previously worked at Hwr Trading Partnership and under his own practice before joining Creative Planning in 2021. Outside of his advisory role, he is a partner in Beta Iota, LLC, a limited partnership involved in rental property investments. Creative Planning serves a diverse client base including individuals, corporations, and retirement plans, managing approximately $217 billion in assets. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a range of supplemental portfolio management and retirement plan services.

Arinola Afolabi is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, she held positions at Piper Sandler and worked at the University of Illinois at Urbana-Champaign. 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 programs such as Private Family Office and Executive Wealth services. The firm utilizes strategic allocation models, manager selections, and operational tools including tax-aware techniques and proprietary analytics to tailor portfolios to client objectives.

Nivene Al Ibrahim is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 license and three years of industry experience. Her background includes multiple roles at Goldman Sachs & Co LLC and experience in retail and community organizations. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models and offers a variety of platforms and operational tools, supported by integration with the broader Goldman Sachs ecosystem.

Gidon Neuman is a financial advisor at &PARTNERS in Northbrook, IL, holding a Series 66 designation. He has been with &PARTNERS since 2025 and has diverse prior experience in roles outside the financial advisory industry, including positions at Illinois Urgent Care LLC and 3826 Ventures LLC. &PARTNERS serves a broad range of individual and institutional clients, providing investment management, financial and tax planning, ERISA consulting, and brokerage services. The firm employs a combination of fundamental, technical, and quantitative analysis, with portfolios managed by in-house advisors or vetted third-party managers.

Gavin Bishop is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential. He has one year of industry experience and previously worked at Auxo Investment Partners. Outside of finance, he has experience in educational and hospitality roles, including seven years at East Grand Rapids Public Schools. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, providing financial planning and portfolio management alongside specialized wealth programs. The firm leverages proprietary and third-party analytics, including AI, and offers a range of fee arrangements and platforms tailored to client objectives.

Cory Eagerman is a financial advisor at Creative Planning with five years of industry experience. He holds Series 66 and Series 65 licenses and previously worked at Iron Financial, Morningstar Financial, and Merrill. Creative Planning provides wealth management, financial planning, and retirement plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and selective private market exposure.

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.

David Hatton is a CFP®-designated financial advisor with 27 years of industry experience. He is currently with &PARTNERS and previously worked at Old National Bank, LPL Financial, and First Midwest Bank. &PARTNERS serves a diverse clientele, including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering investment management, financial and tax planning, and ERISA 3(21) consulting. The firm employs a range of strategies incorporating fundamental, technical, and quantitative analysis and utilizes both proprietary and third-party portfolio management.

Steven Fortner is a financial advisor at William Blair with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at William Blair since 2018, following a two-year tenure at Northern Trust Hedge Fund Services. 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 an active, research-driven approach across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Sherwin Lesk is a CFP® professional with 24 years of experience in financial advising. He has worked at Hightower Advisors since 2017 and was previously with Leonetti & Associates, LLC for 11 years. Lesk has also practiced law as a licensed attorney in Illinois, dedicating less than 10% of his time to this activity. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm employs a multi-manager investment approach, utilizing both affiliated and third-party managers, and offers a range of portfolio management and consulting services.

Benjamin Bremen is a CFP® and holds a Series 65 license with 13 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Strategic Wealth Partners, RMB Capital Management, and Curi Capital. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Sam Schwartz is a CFP® professional with 9 years of industry experience, currently serving as a financial advisor at Farther. He has held prior roles at Anchor Pointe Wealth Management, Assetmark Brokerage, AssetMark Financial, and State Street Bank. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates, utilizing a web and mobile platform alongside in-person consultations. The firm’s investment approach is based on Modern Portfolio Theory and incorporates proprietary model portfolios, algorithmic rebalancing, and a range of asset classes including ETFs, mutual funds, equities, and fixed income.

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.