Scott Nicholson is a Series 66 licensed financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He has worked at Goldman Sachs Ayco since 2022 and previously held a position at Morgan Stanley in 2021. Prior to his advisory career, he was employed in various roles including at Lake Forest College and with landscaping businesses. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management supported by specialized services such as Private Family Office and Executive Wealth programs, utilizing strategic allocation models and both discretionary and non-discretionary implementations within the broader Goldman Sachs ecosystem.

Robert Hanson Jr. is a CFP® with 28 years of industry experience, currently serving at Private Advisor Group, LLC since 2025. Prior to this, he worked at Vermillion Financial Advisors for 36 years. He provides investment advice through a business named The Monydr alongside his role at Private Advisor Group. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for a broad range of clients including individuals, trusts, estates, and corporate retirement plans. The firm offers portfolio management, financial planning, and access to third-party asset managers, employing various investment strategies and supporting held-away account management through technology partnerships.

Brittany Argaez is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. She holds the Series 65 designation and has worked previously at Kovitz Investment Group Partners, LLC and Strategic Wealth Partners. Her background also includes four years at the University of Dayton. Focus Partners Wealth serves a diverse range of clients including individuals, families, corporate and institutional investors, offering investment management, financial counseling, family office services, and other wealth management solutions. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis with third-party managers and offers a broad platform of affiliated service companies and product relationships.

Michael Courtney is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and maintains significant in-house research and market functions alongside large institutional-scale capabilities.

Kathryn Buchta is a financial advisor at &PARTNERS with one year of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing Services, Wells Fargo Advisors, World Market, Office Day Solutions, and Wintrust. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm operates as both a registered investment advisor and broker-dealer, offering investment advisory, brokerage, financial planning, retirement plan consulting, and investment banking services.

Steven Schaumberger is a financial advisor at TLG Advisors, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Winged Keel Group, NFP, and The Leaders Group dba Simplicity Investments. He is active in the Harvard Business School Club of Chicago as president and serves on the advisory board of Paracon. TLG Advisors serves individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and institutional investors. The firm’s investment approach focuses on manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, offering both sub-advised portfolios and a direct-to-consumer digital program called Starlight Portfolios.

Stephen Curry is a CFP® with 20 years of industry experience, currently serving as an Investment Advisor Representative at Kestra Advisory Services, LLC since 2016. He has been affiliated with Kestra Investment Services, LLC since 2007. Outside of his advisory role, he acts as a trustee for his parents’ trusts. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, compliance testing, and employee education. The firm manages substantial assets, serves large institutional investors including sovereign wealth funds, and supports multiple management platforms and third-party solutions.

Matthew Wechsler is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds a Series 66 designation and has previously worked with Vernon Township, Miami University, and Adlai E. Stevenson High School. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm provides tailored financial planning and portfolio management supported by proprietary analytics and strategic investment models, with access to a broad range of affiliated capabilities across the Goldman Sachs ecosystem.

Lilly Adelstein is a Series 66-registered advisor with Goldman Sachs Wealth Services, based in Deerfield, IL, with one year of industry experience. Her background includes multiple roles at Goldman Sachs & Co. LLC and The Ohio State University. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm integrates a broad range of investment capabilities and employs both discretionary and non-discretionary strategies supported by advanced analytics and proprietary tools.

Charles Beech Jr. is a financial advisor at SPC with 23 years of industry experience. He holds a Series 66 designation and has been with SPC and Sigma Financial Corporation since 2006. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies through discretionary and nondiscretionary management options.

Gerard Buchanan is a financial advisor with The Huntington Investment Company in Glenview, IL, holding Series 63 and Series 65 designations and 33 years of industry experience. His career includes roles at Ameriprise Financial Services, LLC and Harris Investor Services, Inc. He has worked at The Huntington Investment Company in multiple periods since 2019. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm employs an open-architecture investment approach, offering various wrap-fee programs on the Envestnet MAS platform and combining third-party managers with proprietary Private Bank models.

Pierce Kaufman is a financial advisor with Goldman Sachs Wealth Services based in Deerfield, IL. He holds a Series 66 designation and has six years of industry experience, including previous roles at The Ayco Company, L.P./Mercer Allied and Hoover & Associates Financial Services. Goldman Sachs Wealth Services advises a diverse client base that includes individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management supported by specialized programs, strategic allocation models, and access to alternative investments.

Aldis Elezovic is a financial advisor at Fifth Third Securities, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities and The Huntington Investment Company. Fifth Third Securities serves a wide range of individual and institutional clients through investment advisory and brokerage services, offering multiple program types on the Passageway Managed Account platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides services including mutual fund and ETF models, SMA strategies, tax-overlay services, and direct indexing.

Grant Hawkins is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and two years of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC, Goldman Sachs Ayco, 3Step Sports - NXT Sports, Scott Mazda, and a legislative role with the United States Senate under Pat Toomey. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management with tailored strategies supported by specialized investment groups and offers access to a broad range of services including Private Family Office and Alternative Investments.

Christine Thornburg is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She worked at Mercer Allied Company, L.P. for 24 years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering tailored solutions through both discretionary and non-discretionary managers within a large integrated financial group.

Stanford Slovin is a financial advisor at &PARTNERS with 39 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a volunteer board member and president of Rebecca's Dream, a 501(c)(3) charity focused on mental health advocacy and suicide prevention, and is the author of the book *Better Listening: The Secret to Improving Your Professional and Personal Life.* &PARTNERS serves a diverse client base, including individuals, retirement plans, charitable organizations, foundations, and sovereign wealth funds. The firm provides investment advisory and brokerage services, employing a range of analytical approaches and offering both proprietary and third-party investment solutions.

Melissa Streich is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 18 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 15 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, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and integrated strategies across affiliated teams, providing access to a wide range of tailored wealth management solutions.

Paul Arnold is a CFA® charterholder with over 20 years of experience in the financial industry. He is currently with Mesirow Financial Investment Management, Inc. and previously worked for Morningstar Investment Management, LLC for 19 years. Mesirow Financial Investment Management, Inc. offers discretionary and non-discretionary investment management and financial planning services to a range of clients including individuals, pension plans, government entities, and charitable organizations. The firm employs a quantitative and qualitative due diligence process across various asset classes and provides access to third-party managers as well as proprietary private investment products.

Jeffrey Fosselman is a CFP® and PFS™ credentialed advisor with 12 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, LLC and Relative Value Partners, LLC. Mr. Fosselman maintains an active law license in Illinois, although he does not actively practice law. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Stephanie Graf is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at Goldman Sachs since 2021 and spent 14 years at The AYCO Company, L.P./Mercer Allied prior to that. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm leverages centralized investment resources and offers tailored solutions including Executive Wealth and Private Family Office support, operating within a large integrated financial group with a range of affiliated services.