Shequeta Rice is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with three years of industry experience. Prior to joining Focus Partners, she worked at The Mather Group, LLC and Forum Financial Management, LP, and spent ten years employed by General Motors. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using both active and passive strategies within an enhanced open architecture framework.

Dean Rattin is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with PNC Investments since 2009. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a discretionary digital offering available by invitation to employees. The firm’s investment strategies use approved models managed by PNC or third-party strategists, with implementation via mutual funds and ETFs and a risk-assessment approach driven by an algorithmic questionnaire.

Hayley Block is a financial advisor at Mercer Global Advisors Inc. with four years of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial, Wealth Enhancement Advisory Services, and Charles Schwab. She also serves as a consultant on industry trends for firms including Prosapient Ltd., AlphaSights Ltd., and Gerson Lehrman Group Inc. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management.

Anastasia Tashlitsky is a Series 66-licensed financial advisor at &PARTNERS with four years of industry experience. She has worked at &PARTNERS since 2024 and previously held positions at Wells Fargo Advisors, Merrill Lynch, and Wells Fargo Clearing. Outside of her advisory role, she is a landlord. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutions. The firm offers investment management and financial planning through a combination of proprietary and third-party strategies, with services delivered on both discretionary and non-discretionary bases.

Jennifer Tontillo is a financial advisor at TIAA-CREF with 18 years of industry experience. She holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, operating within a vertically integrated group that includes affiliated funds.

Karen Hendrick is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 11 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent eight years 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 individuals, high-net-worth households, corporations, and institutional clients. The firm leverages centralized investment resources and a variety of tailored offerings, delivering services through both direct and partner programs.

Elliott Thron is a financial advisor at Goldman Sachs Wealth Services with 12 years of industry experience. He holds the Series 66 credential and has worked at Goldman Sachs & Co. LLC since 2021, following eight years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management through tailored strategies developed by specialized investment groups, leveraging both proprietary and third-party analytics to serve clients across various platforms and fee arrangements.

Christopher Snyder is a Series 66-licensed financial advisor with six years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at LPL Financial, William Cartwright II, Michael McNally, Ronald Barton, and Waddell & Reed Inc. Snyder also provides fixed insurance services through the Wealth Enhancement Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting with an investment approach that combines strategic asset allocation, passive and active management, and integration of third-party models and sub-advisors.

Nolan Lenc is a financial advisor with Goldman Sachs Wealth Services in Deerfield, IL, holding Series 65 and Series 63 licenses 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, National Home Rentals, Allied Benefit Systems, Inc., and Indiana University. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate and employer-sponsored participants, and institutional clients. The firm integrates specialized advisory teams with comprehensive investment strategy resources and offers access to a range of financial programs and alternative investments through the broader Goldman Sachs network.

Kyle Stokien is a financial advisor with Goldman Sachs Wealth Services in Deerfield, IL, holding a Series 66 designation and 21 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 17 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutions, offering financial planning, portfolio management, and specialized programs through an integrated approach across the Goldman Sachs platform.

Marcie Nach is a CFP® with 13 years of industry experience, currently with Focus Partners Wealth, LLC. Her prior roles include positions at Kovitz Investment Group Partners, LLC, and Strategic Wealth Partners Group LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Kidus Yared Bayou is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 designation and entering his first year in the industry. His prior experience includes roles at Swiss Re and educational positions at The College of Wooster, Ethio-Parents' School, and the British International School. 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 allocation models and a range of advisory services supported by affiliates across the Goldman Sachs ecosystem.

Matthew Cox is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Kovitz Investment Group Partners, LLC and Strategic Wealth Partners. His background includes roles outside of finance, such as positions with the Indiana University Athletic Department and the Chicago Sky. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services including investment management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Iain Mckinney is a financial advisor at William Blair with 15 years of industry experience. He holds a Series 66 designation and has been with William Blair & Company since 2010. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm follows an active, research-driven approach across multiple asset classes and provides proprietary models, third-party sub-advisers, and access to private funds and co-investment opportunities.

David McGuffey is a financial advisor at Goldman Sachs Wealth Services with 11 years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs since 2019, following seven years at The AYCO Company, L.P./Mercer Allied. 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 combines strategic allocation models, manager selection, and both discretionary and non-discretionary implementations, leveraging its integration with Goldman Sachs affiliates to offer a wide range of investment and advisory services.

Brad Goldberg is a financial advisor at Citigroup Global Markets with 33 years of industry experience. He has been with Citigroup Global Markets since 2007 and holds Series 63 and Series 65 designations. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and activity as a swap dealer and futures commission merchant.

Luigi Mancusi is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His work history includes positions at Oppenheimer, Wintrust Investments LLC, Great Lakes Advisors, LLC, and Northern Trust Securities, Inc. Sanctuary Advisors, LLC serves a broad client base including individuals, corporations, pension plans, trusts, estates, and charitable organizations through a network of over 400 independent adviser representatives. The firm offers a range of services such as portfolio management, financial planning, and retirement plan consulting, employing various investment approaches and acting as a fiduciary under written advisory agreements.

Jason Mudrock is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following six years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual and high-net-worth clients, as well as corporate and institutional participants. The firm utilizes centralized investment resources and tailored strategies, offering services through both direct and partner-based programs within a large integrated financial group.

Michael Jones is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His career includes roles at Ameritas Investment Company, LLC and GWM Advisors, LLC. Jones is also involved with Friese Financial Advocates, where he provides financial advisory services and assists with marketing. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of portfolio construction methods and program platforms, combining firm-developed and third-party models with a broad range of investment products.

Meya Myrick is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and two years of industry experience. Prior to joining Goldman Sachs, she held positions at Dean Dorton, Gap Inc, and American Eagle Outfitters. Outside of advising, she works part-time coaching fitness classes for Solidcore in Chicago. Goldman Sachs Wealth Services provides financial planning and portfolio management to a broad client base including individual investors, executives, plan sponsors, and institutional clients. The firm utilizes strategic and tactical allocation models along with proprietary analytics and offers access to a wide range of services and alternative investments.