Julia Larson is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. She holds a Series 66 designation and has worked primarily at Goldman Sachs Ayco Personal Financial Management since 2021. Larson has prior experience in roles connected to Lake Forest College and Sandcastle. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate and employer-sponsored participants, executives, and institutional clients. The firm delivers tailored financial planning and portfolio management using strategic models, manager selections, and both discretionary and non-discretionary implementations, leveraging resources across the Goldman Sachs ecosystem.

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.

Nicholas Bova is a CFP®-credentialed advisor with 13 years of industry experience. He has worked at &PARTNERS since 2026 and previously spent 13 years at Wells Fargo. Outside of advising, he holds a 50% ownership interest in a rental property business. &PARTNERS serves a diverse client base including individuals, institutions, and private businesses, offering investment management, financial and tax planning, and municipal advisory services through both advisory and brokerage platforms.

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.

Ryan Harrison is a financial advisor with NewEdge Advisors, holding a Series 66 credential and one year of industry experience. His prior work includes roles with the Chicago Bears and International Sports Management, among others. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management, financial planning, and retirement consulting services, utilizing technology and a combination of in-house and third-party investment strategies.

Vivian Villers is a CFP® with 41 years of industry experience, currently serving at SPC since 1998. She also has a long tenure with Sigma Financial Corporation dating back to 1991. Outside of her advisory work, Villers is a paid public speaker on special needs planning for families and is involved with SAGE Planning, which offers various insurance products. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers and approximately $5.66 billion in assets under management. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies based on client suitability with options for discretionary and nondiscretionary management.

Daniel Grant is a financial advisor at William Blair with 40 years of industry experience. He has been with William Blair & Company L.L.C. since 1995. He holds Series 63 and Series 65 credentials. William Blair’s Private Wealth Management division provides 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 offers proprietary models, access to private funds, and co-investment opportunities.

Donna Gordon is a financial advisor with Independent Financial Partners, holding a Series 66 designation and 15 years of industry experience. She has worked with Independent Financial Partners since 2019 and previously spent 15 years at Signature Advisors Group and Signature Financial Services, Ltd. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm offers a decentralized advisory model with options for centralized asset management, third-party managers, and wrap programs, serving individual, charitable, corporate, and high-net-worth clients.

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.

James Bondar is a financial advisor at Mercer Global Advisors Inc. with 2 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Zacks Investment Management and SheltonCapital Management. Outside of finance, he has experience in the restaurant industry, including roles at Attic Bar and Bistro and JP's Pizza and Grill. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of advisory services including investment management, financial, tax, retirement, and estate planning. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using a variety of strategies and offers educational content and integrated service platforms.

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.

Anthony Ceffalio is a financial advisor at NewEdge Advisors with a Series 66 designation and three years of industry experience. His prior work history includes roles at LPL Financial and several positions outside the financial sector, including times at Athletico and University of Missouri. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of services including portfolio management, financial planning, retirement plan consulting, and access to sponsored advisory programs, utilizing both in-house and third-party strategies supported by technology and centralized due diligence.

Chrysanthe Karayannis is a financial advisor with TIAA-CREF in Evanston, IL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with TIAA-CREF since 2015, following seven years at UBS Financial Services and four years at Great Lakes Advisors, LLC. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management through models or customized strategies under a fiduciary standard.

Richard Friedman is a financial advisor at Creative Planning with 22 years of industry experience. He holds a Series 65 designation and previously worked at Hwr Trading Partnership and under his own practice before joining Creative Planning in 2021. Outside of his advisory role, he is a partner in Beta Iota, LLC, a limited partnership involved in rental property investments. Creative Planning serves a diverse client base including individuals, corporations, and retirement plans, managing approximately $217 billion in assets. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a range of supplemental portfolio management and retirement plan services.

Arvinder Kochar is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Kestra Advisory and affiliated entities since 2019 and previously worked at GWFS Equities, Inc. from 2010 to 2019. Kochar also serves in a registered field assistant role with IPPFA Benefits, focusing on administration and customer service for plan participants. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional investors, and individuals. The firm offers services such as fiduciary consulting, plan design, investment advice, and employee education, supporting large institutional clients including sovereign wealth funds.

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 with Goldman Sachs Wealth Services, holding a Series 66 license and three years of industry experience. Her background includes multiple roles at Goldman Sachs & Co LLC and experience in retail and community organizations. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models and offers a variety of platforms and operational tools, supported by integration with the broader Goldman Sachs ecosystem.

Gidon Neuman is a financial advisor at &PARTNERS in Northbrook, IL, holding a Series 66 designation. He has been with &PARTNERS since 2025 and has diverse prior experience in roles outside the financial advisory industry, including positions at Illinois Urgent Care LLC and 3826 Ventures LLC. &PARTNERS serves a broad range of individual and institutional clients, providing investment management, financial and tax planning, ERISA consulting, and brokerage services. The firm employs a combination of fundamental, technical, and quantitative analysis, with portfolios managed by in-house advisors or vetted third-party managers.