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 CFP® with 14 years of industry experience. He is currently with Voya Financial Advisors, Inc. and has previously worked at firms including LPL Financial LLC, Calamos Wealth Management, CIBC Private Wealth Management, and J.P. Morgan Chase Bank. Voya Financial Advisors, Inc. serves a diverse client base that includes individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and access to third-party money managers through multiple program structures, with a majority of its managed assets held in non-discretionary, recommendation-based arrangements.

Jonathan Baker is a CFA® charterholder with 10 years of industry experience. He is currently with Corient, where he has worked since 2022, following prior roles at Balasa Dinverno Foltz and CIPW Service Company. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and specialized offerings such as family office and trustee services.

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.

Heather Locus is a CFP®-certified financial advisor with 25 years of industry experience. She is currently with Corient, where she has worked since 2022, following a 22-year tenure at Balasa Dinverno Foltz LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and utilizes various risk management tools to align portfolios with client objectives.

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.

Rod Russell is a financial advisor at Farther with 13 years of industry experience. He has previously worked at BNY Mellon and J.P. Morgan. Outside of his advisory role, he coordinates property development at Lake Roots Holdings, LLC. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates, using a platform that combines proprietary model portfolios with algorithmic rebalancing and AI tools. The firm’s approach emphasizes Modern Portfolio Theory and utilizes a range of investment vehicles including ETFs, mutual funds, equities, and fixed income.

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.

Michael Pezzuto is a CFP® with 17 years of industry experience, currently serving as a financial advisor at William Blair since 2013. He holds Series 63 and Series 65 licenses. 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 investment opportunities.

Donna Gordon is a Series 66-licensed financial advisor with Independent Financial Partners, bringing 14 years of industry experience. She previously worked at Signature Financial Services, Ltd and Signature Advisors Group before joining Independent Financial Partners in 2019. Independent Financial Partners is a nationwide enterprise providing investment advisory, financial planning, trust, and retirement-plan services through a network of approximately 261 independent advisors. The firm offers a decentralized advisory model with options for discretionary and non-discretionary account management, and it is notable for its formal retirement-plan advisory and pension consulting capabilities.

James Argentine is a CFP® professional with 17 years of industry experience, currently serving as an advisor at SPC since 2014. He also operates as an independent insurance agent specializing in life, accident, and health insurance, and runs a sole proprietorship under the name Prospective Financial. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans, offering portfolio management, financial planning, and ERISA-related retirement services through a network of over 460 advisers managing approximately $5.66 billion in assets.

Robert Cullen is a CFP® professional with 19 years of experience in the financial services industry. He is currently with PNC Wealth Management and has previously worked at Ameriprise, Edward Jones, Citibank, BMO Wealth Management, and Fifth Third Bank. Outside of his advisory role, he is a co-owner of The Bet Exchange LLC, a software development company holding two patents. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that utilizes algorithmically selected risk profiles and invests in mutual funds and ETFs with annual rebalancing.

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.

Pranav Singh is a financial advisor at Fifth Third Securities, Inc. with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a wholly-owned subsidiary of Fifth Third Bank.

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.

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.

Kurt Wittmeyer is a CFP® professional with seven years of industry experience, currently serving at Corient. His prior roles include positions at Balasa Dinverno Foltz LLC and Northern Trust. He also mentors young adults through 3rd Decade, providing guidance on personal financial planning. Corient offers investment advisory and financial planning services to a diverse clientele, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools to align portfolios with client objectives.

Nivene Al Ibrahim is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co LLC since 2022. Prior to her financial advising career, she held various roles including positions at the University of Wisconsin-Madison and in the retail and hospitality sectors. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, leveraging integrated financial group capabilities and a range of discretionary and non-discretionary management strategies.