Qheliswa Simelane is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 credential and three years of industry experience. Her career includes multiple roles at Goldman Sachs and prior positions at Chicago Catholic Charities and in education. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutions. The firm employs tailored allocation models and manager selections supported by proprietary and third-party research, and offers a wide range of services and platforms integrated within the broader Goldman Sachs ecosystem.

Emma Kramer is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and one year of industry experience. She previously worked at Munich Re Specialty - North America and People Places, Inc., and attended the University of Virginia. Goldman Sachs Wealth Services advises a diverse client base that includes individual investors, executives, plan sponsors, and institutional clients, offering tailored financial planning, portfolio management, and specialized wealth programs. The firm leverages strategic allocation models, external manager selection, and a range of implementation platforms, integrating closely with the broader Goldman Sachs ecosystem.

David Dreifuss is a financial advisor at William Blair with 17 years of industry experience and holds a Series 66 designation. He has been with William Blair & Co since 2008. 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 active, research-driven management across multiple asset classes and provides proprietary models and access to private funds through its integrated investment platform.

Adam Price is a CFP® professional with eight years of industry experience. He currently works at Focus Partners Wealth, LLC and has held previous roles at Kovitz Investment Group Partners, Strategic Wealth Partners, Creative Planning, and Grant Thornton LLP. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, employing a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies and access to private funds.

Mark Doroff is a financial advisor with SPC in Northbrook, IL, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at SPC since 2017 and concurrently with Sigma Financial Corporation over the same period. Outside of investment advising, he owns and operates David Stuart Financial, providing life and long-term care insurance sales and income tax return preparation services. SPC offers investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm delivers tailored, discretionary investment advice through a large advisory network and supports various account programs such as SIGMA Managed Account and the Axis Platform.

Julianna Crang is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. She holds a Series 66 credential and has worked at Goldman Sachs & Co. LLC since 2021. Her background includes various roles at Lake Forest College and Merrill Lynch. 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 uses strategic and tactical allocation models, manager selections, and a range of fee arrangements, leveraging the broader Goldman Sachs ecosystem to offer services such as Private Family Office, Specialized Executive Wealth programs, and access to alternative investments.

David Copeland is a financial advisor at Focus Partners Wealth, LLC with 28 years of industry experience. His career includes roles at Kovitz Investment Group Partners, Strategic Wealth Partners Group, and Mesirow Financial. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement consulting. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, private funds, and overlay techniques within an enhanced open architecture framework.

Joseph Stasko is a financial advisor at Goldman Sachs Wealth Services with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Institutional Investments Inc. and JPMorgan Investment Management Inc. from 2015 to 2022 before joining Goldman Sachs in 2022. 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 tailored financial planning and portfolio management using strategic and tactical allocation models, manager selections, and a variety of implementation approaches, supported by proprietary and third-party analytics.

Danielle Thiel is a financial advisor at Goldman Sachs Wealth Services with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Goldman Sachs since 2021, following a 16-year tenure at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm offers tailored services such as Executive Wealth and Private Family Office support, leveraging centralized investment resources and a mix of discretionary and non-discretionary managers within a large integrated financial group.

Robert Kalman is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He previously worked at Miramar Capital LLC, Saxony Securities, and Kalman Kushnir Capital Inc, where he was principal for over 30 years. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and access to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment process combining passive and active strategies, supported by an internal Investment Committee and multiple implementation tools.

Thomas Gonzales is a financial advisor at Allworth Financial, L.P. with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including JPMorgan Chase and Fifth Third Bank. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers financial planning, portfolio management, qualified retirement plan consulting, and manages privately offered funds using a blend of quantitative and qualitative analysis through its Investment Committee.

John Werd is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and one year of industry experience. His prior work experience includes roles at Frost Bank and Delos Living LLC, as well as earlier positions outside of finance. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients. The firm provides financial planning and portfolio management supported by specialized teams and integrates strategic allocation models, manager selections, and both discretionary and non-discretionary implementations across multiple platforms.

Louise Ozolins is a financial advisor with \u0026Partners, holding a Series 66 designation and bringing 15 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing. \u0026Partners serves individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers a range of investment management and advisory services using both proprietary and third-party strategies, with a focus on ongoing monitoring and periodic account reviews.

Ronald Newman is a financial advisor at PNC Wealth Management with 21 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Merrill and Bank of America, N.A. He is also a minority owner and consultant for Silver Millennium Publishing, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessments and third-party portfolio implementation.

Matthew Bloom is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley over the past 11 years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm operates with large institutional scale and provides a broad range of advisory, execution, and custody services, including some exposure to alternative and digital-asset products.

Ethan De Rose is a Series 66 licensed advisor with Bankers Life Advisory Services, Inc., having worked in the financial services industry since 2023. His experience includes roles at Bankers Life Securities, Inc., and Bankers Life & Casualty, Inc., as well as prior work in construction and education. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management, as well as retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management according to clients’ goals and risk tolerances.

Irene Kapusciarz is a financial advisor with &PARTNERS in Northbrook, IL, holding a Series 66 designation and 25 years of industry experience. Her previous roles include positions at Wells Fargo Clearing, Morgan Stanley, and UBS Financial Services. Outside of finance, she has served as a banquet manager at the European Chalet at the Mayor's Mansion in Chicago. &PARTNERS serves a diverse client base, including high-net-worth individuals and institutional clients, offering investment management, financial and tax planning, and retirement plan consulting. The firm employs a mix of investment strategies and manages accounts through both in-house advisors and third-party managers.

Wendy Farrissey is a CFP® professional with 24 years of experience in the financial services industry. She currently works at Schwab Wealth Advisory, Inc. and has held roles at Charles Schwab & Co., Inc. and Northern Trust, among other firms. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses Charles Schwab’s asset-allocation models and internal research tools to guide investment selection, executing trades only with client authorization.

Lawrence Lazar is a financial advisor with United Planners Financial Services of America and holds a Series 66 credential. He has 28 years of industry experience, including prior roles at Western International Securities, Kovack Advisors, and Kovack Securities. He is also president and CEO of Lazar Financial, a marketing entity, and works as a realtor in Highland Park, IL. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through independent investment adviser representatives. The firm manages approximately $12.77 billion in assets and offers a combination of advisory and brokerage services with a focus on both discretionary and non-discretionary account management.

Marko Marynevych is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 credential. He has been with Goldman Sachs & Co. LLC since 2026 and has prior experience at First Merchants Bank and in entrepreneurial ventures including landscaping. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm leverages integrated resources across the Goldman Sachs platform and uses strategic allocation models and proprietary analytics to tailor investment solutions.