Helio Rapetti is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds Series 65 and Series 63 licenses and has prior work experience at Advantage xPO, East Hudson Oral Maxillofacial Surgery, AVI Foodsystems, and Natural Market. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management supported by strategic allocation models, manager selections, and various implementation approaches within the broader Goldman Sachs ecosystem.

Joli Fridman is a CFP® professional with eight years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Stevens Wealth Management. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions, offering investment management, financial counseling, family office services, and retirement plan fiduciary services. The firm follows a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis and integrates a broad range of portfolio strategies and affiliated service companies.

Matthew Kumzi is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds a Series 66 designation and previously worked at The Ayco Company, L.P./Mercer Allied for six 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, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering services through various tailored programs such as Executive Wealth, Personal Wealth, and Private Family Office support.

Adam Bashir is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation. He joined Goldman Sachs in 2026 and has prior experience at Capquest and the University of Aberdeen. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, utilizing strategic allocation models and a range of fee arrangements within the broader Goldman Sachs ecosystem.

Steven Weil is a financial advisor at Creative Planning with 28 years of industry experience. He holds a Series 65 designation and previously worked at IRON Financial, LLC for 26 years before joining Creative Planning in 2021. Weil serves as a voluntary advisory board member for Charles Schwab and Epic Retirement Plan Services. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various portfolio customization options and integrated retirement plan services.

Edward Zegers is a CFP® professional with 15 years of experience in the financial services industry. He is currently with Goldman Sachs Wealth Services and has previously worked at Bank of America, Merrill, J.P. Morgan Securities, and JPMorgan Chase. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth, Personal Wealth, and Private Family Office support within a large integrated financial group.

Bradley Gempeler is a financial advisor at &Partners with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 15 years. He serves as president of Mission 17 Media, Inc., an entity involved in managing payments related to advisory office space. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services, financial planning, and retirement plan consulting, utilizing a mix of proprietary and third-party investment strategies delivered through the Envestnet platform.

Kyle Crowley is a financial advisor with NewEdge Advisors, holding a Series 66 designation and nine years of industry experience. His prior experience includes roles at LPL Financial and Wells Fargo Advisors. Outside of his advisory work, Crowley is involved with the Northwest Chargers Hockey Association in Mount Prospect, IL. 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.

Angela Grannan is a financial advisor at Hightower Advisors with 33 years of industry experience. She has held roles at Hightower Advisors and Hightower Securities since 2019 and previously worked at Vining Sparks from 2010 to 2018. She holds Series 63, Series 65, and Series 66 licenses. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm’s investment approach emphasizes manager selection, multi-manager solutions, and the use of both affiliated and third-party managers across various investment vehicles.

Joseph Stinton is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and nine years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent five years with The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth services, using strategic allocation models and proprietary research tools to tailor plans across various client needs and fee structures.

Neal Price is a CFP® and CFA® with 28 years of industry experience. He is currently with NorthCoast Asset Management LLC and has previously worked at Focus Partners Wealth, Kovitz Investment Group Partners, and Strategic Wealth Partners Group. Outside of his advisory role, he serves on the advisory board of ABCM Healthcare LLC, a concierge medicine business. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach, offering a broad range of portfolio management strategies and acting as a fiduciary for ERISA and IRA accounts.

Jacob Brunetti is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2017, following a prior role at The Ayco Company, L.P./Mercer Allied. Brunetti also has experience from Indiana University and a brief tenure at Uncle Sam Fireworks. Goldman Sachs Wealth Services serves a broad range of clients, including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management tailored to client objectives, supported by integrated resources across the Goldman Sachs organization and employs a variety of investment strategies and operational tools.

John Mcchesney is a financial advisor at Focus Partners Wealth, LLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Churchill Management Group and Charles Schwab. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies across various investment vehicles.

Adam Goldman is a financial advisor at Mesirow Financial Investment Management, Inc. with 39 years of industry experience. He has been with Mesirow Financial since 2000. Outside of his advisory role, he serves as president of The James M. Gartenberg Memorial Scholarship Fund and holds board positions with several nonprofit organizations, including Sukkat Shalom synagogue, Roger Williams University, Earl Monroe New Renaissance Basketball School, and Briarwood Country Club. Mesirow Financial Investment Management, Inc. offers discretionary and non-discretionary investment management and financial planning to a diverse client base, including individuals, pension plans, government entities, and charitable organizations. The firm employs a combination of quantitative and qualitative due diligence to construct portfolios and provides access to proprietary private investment products and third-party managers.

Aakanksha Sharma is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and four years of industry experience. Her prior roles include positions at Aditya Birla Sun Life AMC Ltd. and Mitraz Financial. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm leverages strategic allocation models, manager selections, and proprietary analytics, providing clients access to a broad range of investment solutions within the Goldman Sachs ecosystem.

Rebecca Karpel is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has held positions at Goldman Sachs & Co. LLC, Avid Business Advisors, and the Department of Justice. Outside of her financial career, she previously worked at Orange Theory for three years. Goldman Sachs Wealth Services provides comprehensive financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm integrates strategic allocation models and specialized programs while leveraging the broader Goldman Sachs ecosystem to offer a wide range of investment and advisory services.

Suzanne Anderson is a financial advisor at William Blair with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with William Blair and Charles Schwab since 1989. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients. The firm employs active, research-driven strategies across multiple asset classes and provides proprietary models and access to private funds through its MB Investments Program.

Daniel Sunday is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds a Series 66 designation and has previously worked at Altair Advisers, Signature Advisors Group, and Arlington Capital Management. Outside of finance, he was involved with the University of Illinois Women's Basketball team from 2018 to 2020. Goldman Sachs Wealth Services advises a broad client base including individual investors, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management services supported by strategic allocation models, manager selections, and various implementation platforms, leveraging resources across the Goldman Sachs ecosystem.

Kyle Kadish is a financial advisor with Allworth Financial, L.P., holding Series 65 and Series 66 credentials and one year of industry experience. Prior to joining Allworth, he worked at Fidelity Investments and Goldman Sachs Ayco Personal Financial Management. Kadish is also a co-founder of Clinch Sports, Inc. and Fancity, Inc., where he provides strategic consulting and marketing guidance for sports and gaming communities. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios using a variety of model strategies, including defined-outcome ETFs and options-based overlays, and employs third-party sub-advisers when appropriate.

Andrew Buchta is a CFP® with 28 years of industry experience. He is currently an advisor at &PARTNERS and has prior experience at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a diverse client base, including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services, utilizing proprietary models and third-party managers through the Envestnet platform, and operates with a combination of roles including broker-dealer, registered investment adviser, and municipal advisor.