Roger Suchy is a financial advisor with Fifth Third Securities, Inc. in Rosemont, IL, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. His prior roles include positions at Associated Investment Services, Inc. and Investment Professionals, Inc. before joining Fifth Third Securities and Fifth Third Bank in 2020. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options, including advisor-directed models and separately managed accounts, and is notable for its municipal-advisor registration alongside its affiliation with Fifth Third Bank.

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.

Mary Bronton is a financial advisor at &PARTNERS with 32 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 17 years. &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, ERISA consulting, retirement plan management, and investment banking, utilizing both proprietary and third-party strategies through the Envestnet platform.

Kevin Donahue is a financial advisor at William Blair with a Series 66 designation and two years of industry experience. He has been with William Blair since 2021 and has prior work experience in healthcare and education sectors. 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 utilizes an active, research-driven investment approach and provides access to proprietary models, third-party sub-managers, and private fund opportunities.

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 seven years of experience in financial advising. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Strategic Wealth Partners, Creative Planning, and Grant Thornton LLP. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base, including individuals, families, institutions, and businesses. The firm employs a long-term investment approach that integrates both active and passive strategies within an enhanced open architecture framework.

Corey Minturn is a financial advisor at William Blair with 32 years of industry experience. He has been with William Blair & Company L.L.C. since 1993. He holds Series 65 and Series 63 credentials. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm uses an active, research-driven approach across multiple asset classes and provides proprietary models, third-party sub-advisers, and access to private funds and co-investment opportunities.

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.

Douglas Ackerman is a financial advisor at Kestra Advisory with 34 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Ackerman's career at Kestra began in 2016, and he is involved in securing disability insurance and writing individual health and term insurance policies through multiple insurance-related activities. He also contributes to the design of a financial planning app targeted at younger adults. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including large plan sponsors and sovereign wealth funds. The firm offers services such as fiduciary consulting, plan design, and employee education, utilizing multiple management platforms and third-party solutions within a supervisory framework.

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.

Charles Murin is a financial advisor with Corient, holding CFP® and Series 65 credentials and bringing 11 years of industry experience. He has worked at Corient since 2022 and previously spent eight years at Balasa Dinverno Foltz LLC. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and customized asset allocation, supported by continuous portfolio monitoring and risk management tools.

David Copeland is a financial advisor with NorthCoast Asset Management LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Focus Partners Wealth, Kovitz Investment Group Partners, and Strategic Wealth Partners Group. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach with a broad range of portfolio management strategies, serving clients primarily on a discretionary basis.

Argiris Kantzavelos is a financial advisor at William Blair with 19 years of industry experience. He has been with William Blair & Company since 2013 and holds Series 63 and Series 65 licenses. 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 various asset classes and offers proprietary models, access to private funds, and co-investment opportunities.

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.

Kathrine Calahan is a CFP® professional with 14 years of industry experience, currently affiliated with Sanctuary Advisors, LLC. She has worked with Noyes Advisors LLC since 2015 and David A. Noyes & Company since 2010. In addition to her advisory role, she is involved in the sale of annuities and life insurance. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account structures and employs a network of independent advisors and affiliated broker-dealer services.

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 worked previously at JPMorgan Chase Bank, Fifth Third Bank, Mass Mutual, and Healy Scanlon Law Firm. 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 portfolio management using a variety of model strategies and employs both discretionary and non-discretionary engagements.

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 at &PARTNERS with 15 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing over a span of 14 years. &PARTNERS serves a diverse client base that includes individual and institutional investors such as high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services supported by a range of portfolio management strategies through the Envestnet platform and works with both proprietary and third-party managers.