Geralyn Sullivan is a financial advisor with William Blair, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has been with William Blair & Company L.L.C. since 1988. 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, and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Shane Ellis is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and has previous experience at Arthur J. Gallagher & Co. and the University of Illinois Urbana-Champaign. Goldman Sachs Wealth Services advises a diverse client base that includes individual investors, corporate and employer-sponsored participants, executives, and institutional clients. The firm offers financial planning and portfolio management through tailored strategies, leveraging its integration with Goldman Sachs affiliates to provide a broad range of investment and specialized wealth services.

Alec Mc Eachern is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs since 2022. Outside of his advisory role, he has been involved with the Tom Jones Challenger League since 2018. 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, leveraging centralized investment resources and a broad range of tailored offerings.

Karen Mothkovich is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and five years of industry experience. She previously worked at The Ayco Company, L.P. for fourteen years before joining Goldman Sachs in 2021. 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 offers tailored solutions such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with cross-affiliate capabilities.

David Ferrante is a financial advisor at William Blair with one year of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs in 2023. Outside of finance, he has been involved with Huntley Community School District 158 and Northwestern University since 2014. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and offers access to proprietary models, third-party sub-managers, and private investment opportunities.

Ryan Begley is a financial advisor at &PARTNERS with nine years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and Wells Fargo Advisors. &PARTNERS serves a diverse client base that includes individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm provides both investment advisory and brokerage services, utilizing a combination of proprietary models and third-party managers through the Envestnet platform, while engaging in a range of activities including financial planning, ERISA consulting, and investment banking.

Samuel Pollack is a Series 66-licensed financial advisor with Primerica Advisors, based in Deerfield, IL, and has three years of industry experience. His prior work includes roles at Guardian Life Insurance Company, Park Avenue Securities, The Pietsch Financial Group, and CliftonLarsonAllen. Outside of advising, he provides tax preparation services through SP Tax Services, LLC. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing a mix of proprietary model portfolios, third-party managers, and digital advice solutions.

Ester Viti is a financial advisor with Guardian Life and Park Avenue Securities who holds Series 63 and Series 65 licenses and has 23 years of industry experience. She has worked with Guardian Life and Park Avenue Securities for the past 10 years. Outside of her advisory roles, she serves on the College of Lake County Foundation Board. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser wholly owned by The Guardian Life Insurance Company of America. The firm offers brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Elizabeth Bell is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at W Greig & Company LLC and Datum 9 Analytics LLC. 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 offers tailored investment strategies supported by proprietary research, comprehensive planning services, and access to alternative investments through integrated teams across the Goldman Sachs platform.

Joshua Walters is a Certified Financial Planner (CFP®) with 14 years of industry experience. He currently works at Voya Financial Advisors, Inc. and has held positions at several firms, including LPL Financial LLC, Calamos Wealth Management, and J.P. Morgan Chase Bank. Voya Financial Advisors, Inc. serves individual clients, retirement plans, and charitable and corporate entities, offering financial planning, portfolio management, and brokerage and insurance products. The firm utilizes model portfolios, affiliated strategies, and third-party managers, delivering advice primarily on a non-discretionary basis.

Amir Ahmed is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. Prior to that, he was employed at The Ayco Company, L.P./Mercer Allied and KPMG. 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 utilizes centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with access to a broad range of affiliated products and services.

Tyler Hujik is a financial advisor with Goldman Sachs Wealth Services in Deerfield, IL, holding a Series 66 designation and 12 years of industry experience. He has been with Ayco/Goldman Sachs & Co. LLC since 2018 and previously worked at The AYCO Company, L.P./Mercer Allied from 2013 to 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporations, and institutions. The firm integrates centralized investment resources and model portfolios with a range of discretionary and non-discretionary managers, offering tailored solutions such as executive and personal wealth services, private family office support, and retirement plan education.

Julia Larson is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and four years of industry experience. She has worked at Goldman Sachs Ayco Personal Financial Management since 2021 and has a background that includes multiple roles at Lake Forest College and involvement with Sandcastle and Minneapolis United Soccer Club. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management solutions supported by strategic allocation models and a wide range of platforms, leveraging the broader Goldman Sachs network and specialized advisory teams.

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.

Nicholas Bova is a CFP®-credentialed financial advisor with 12 years of industry experience. He currently works at &Partners and previously spent 13 years at Wells Fargo. &Partners serves a diverse client base, including individuals, institutions, retirement plans, and charitable organizations. The firm offers both investment advisory and brokerage services, utilizing a combination of proprietary models and third-party manager solutions across various investment strategies.

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 with William Blair, holding Series 63 and Series 65 designations and 39 years of industry experience. He has been with William Blair & Company L.L.C. since 1995. 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 multiple asset classes and provides access to proprietary models, third-party sub-managers, and private fund 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.

Anthony Ceffalio is a financial advisor at NewEdge Advisors with a Series 66 designation and two years of industry experience. His prior work includes roles at LPL Financial and several other companies outside the financial sector. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

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.