Maria Elena Danakou is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 credential and two years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and has prior experience with Meraki East, Puma Group, Manulife John Hancock, and London & Capital Group. 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 integrates customized investment strategies with a wide range of services and leverages capabilities across the broader Goldman Sachs organization.

Phillip Porpora is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and bringing 20 years of industry experience. He previously worked at Merrill from 2006 to 2021 before joining Sanctuary Wealth in 2021. Outside of advisory services, he is a member owner of Porpora Consulting LLC, where he recruits and onboards advisors to the Sanctuary Wealth platform. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports over 400 independent investment adviser representatives who utilize various portfolio management approaches and strategies under firm supervision.

Anthony Scott is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Citigroup Global Markets since 2008. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of advisory programs and execution services. The firm combines large institutional scale with specialized market roles, including in-house research and derivative services, providing multi-asset, multi-manager strategies implemented through discretionary and non-discretionary programs.

Charles Lawless is a financial advisor at Creative Planning with 28 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Mesirow Financial for 27 years before joining Creative Planning in 2023. Outside of his advisory role, he is involved in developing a patent for personal finance record keeping, serves on the advisory board of Empower Retirement, and is an author of self-help and family history books. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach focused on low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and other active portfolio management techniques, supported by a large advisory team and integrated investment infrastructure.

Allen Berg is a CFP® professional with 11 years of industry experience. He currently works at Clearstead Advisory Solutions and has held prior roles at Waveland Family Office, Kovitz Investment Group Partners, Weiss & Company LLP, and North Star Investment Management Corp. He serves as Treasurer and Adviser to the Juliana Greenfield Family Foundation, a nonprofit focused on charitable medical research. Clearstead serves affluent private clients and institutional clients, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets and applies institutional disciplines through a combination of mutual funds, ETFs, separately managed accounts, alternative investments, and a proprietary Direct Indexing strategy.

Joel Hochman is a CFP® with 42 years of industry experience and is currently with MAI Capital Management, LLC, where he has worked since 2021. He previously held roles at Hochman Cole Investment Advisors, Inc. and Cetera Financial Specialists LLC. Outside of his advisory work, he also engages in independent consulting through the Gerson Lehrman Group and receives referral commissions related to a prior health insurance business. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of portfolio strategies and integrates financial planning, tax, and bill-pay services, managing $72.3 billion in assets as of May 2026.

Evan Ferry is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience and a Series 65 designation. His prior roles include positions at Kovitz Investment Group Partners, Relative Value Partners, and various country clubs, as well as employment at the University of Michigan. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a wide range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using an enhanced open architecture framework that combines active and passive strategies, third-party managers, and private funds.

David Brown is a financial advisor with William Blair in Highland Park, IL, holding a Series 66 designation and over 22 years of industry experience. He has been with William Blair and Company, L.L.C. since 2003. William Blair’s Private Wealth Management division provides discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm emphasizes active, research-driven management across multiple asset classes and offers proprietary models alongside access to private funds and co-investment opportunities.

Gabriel Korach is a financial advisor with Mesirow Financial Investment Management, Inc., holding a Series 66 designation and 15 years of industry experience. He has been with Mesirow Financial since 2010. Mesirow Financial Investment Management, Inc.’s Wealth Management division offers discretionary and non-discretionary investment management and financial planning services. The firm serves private individuals, institutional clients, and government entities, using both third-party managers and proprietary private investment products.

Peter Henkel 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, he was affiliated with Indiana University and has held roles at Ivy Hills Country Club and Mercy Health Plex. Goldman Sachs Wealth Services advises a wide range of clients, including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, utilizing strategic allocation models and both discretionary and non-discretionary implementations within the broader Goldman Sachs ecosystem.

Jacob Lankford is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and two years of industry experience. His prior work includes roles at LPL Financial and the Wealth Enhancement Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a wide range of clients including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Daniel Lanman is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2019, following prior roles at The Ayco Company, L.P./Mercer Allied, Capstone Financial Advisors, and Great Lakes Advisors. Outside of finance, he was involved with The Red Lion and has academic experience at the University of Illinois Urbana-Champaign and Universidad Pontifical Comillas. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, corporate participants, executives, and institutional clients, offering tailored financial planning and portfolio management. The firm utilizes strategic allocation models, proprietary analytics, and integrates capabilities across the Goldman Sachs network to deliver comprehensive wealth management solutions.

Graham Garcia is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has been in the industry since 2026. Prior to his advisory role, he worked in various capacities including positions at Waterway Carwash, Shakou, and Old Elm Club. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to develop tailored portfolios aligned with clients’ goals and risk tolerances.

Eric Anders is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Gurnee, IL, holding Series 63 and Series 65 credentials and 26 years of industry experience. He previously worked at BMO Harris Financial Advisors, Inc. for 11 years before joining Fifth Third Securities in 2017. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through investment advisory and brokerage services. The firm offers a variety of investment programs via its Passageway Managed Account Platform, utilizing multiple third-party portfolio managers and strategies such as mutual funds, SMAs, tax-overlay services, and direct indexing.

Craig Anderson is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently with Carson Wealth and CWM, LLC, having previously worked at Meyer Financial Services, Inc. for 20 years and Triad Advisors, Inc. for three years. Outside of advisory work, he is licensed as an insurance agent selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with more than 650 advisors and overseeing approximately $50.6 billion. The firm serves corporate, institutional, and high-net-worth clients with discretionary asset management, financial planning, and retirement plan services, utilizing a model portfolio approach supported by third-party sub-advisors and technology integrations.

Alp Gundes is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, bringing two years of industry experience. Prior to joining Goldman Sachs Ayco, he held positions at Crowe and Mortenson, and spent time at the University of Illinois at Urbana-Champaign. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm combines centralized investment resources and internal strategy groups with a range of discretionary and non-discretionary managers to deliver tailored wealth solutions.

Sean Koelbl is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 26 years of industry experience. He has worked at Ayco/Goldman Sachs & Co. LLC since 2021 and previously spent 22 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 and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and integrates services across affiliates such as banking and retirement consulting to provide tailored wealth management solutions.

Dustin Kriengsak Obhas is a CFP® certificant with 19 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. His career includes roles at Wealth Enhancement Group, LPL Financial LLC, CLA Financial Advisors, LLC, and Private Vista, LLC. Wealth Enhancement Advisory Services (WEAS) offers financial planning, discretionary and non-discretionary asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach that integrates passive and active managers with quantitative, momentum, and fundamental analysis.

Francis Fazio III is a CFP® professional with 25 years of industry experience, currently advising at Goldman Sachs Wealth Services. His prior experience includes roles at The AYCO Company, L.P./Mercer Allied and Bouchey Financial Group. 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 employs strategic and tactical allocation models and offers specialized services such as Private Family Office programs and Financial Wellness initiatives, leveraging its integration within the broader Goldman Sachs ecosystem.

Scott Loochtan is a financial advisor at Allworth Financial, L.P. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Arbor Point Advisors and Securities America. Outside of advising, he is president of multiple insurance agencies and involved in a horse farm management business with his daughter. Allworth Financial serves a wide range of clients, offering financial and wealth planning, portfolio management, and retirement plan consulting. The firm employs both quantitative and qualitative analysis to deliver customized investment strategies across various asset classes and also provides educational resources through newsletters, podcasts, and seminars.