Ronald Newman is a financial advisor at PNC Wealth Management with 21 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Merrill and Bank of America, N.A. He is also a minority owner and consultant for Silver Millennium Publishing, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessments and third-party portfolio implementation.

Ethan De Rose is a Series 66 licensed advisor with Bankers Life Advisory Services, Inc., having worked in the financial services industry since 2023. His experience includes roles at Bankers Life Securities, Inc., and Bankers Life & Casualty, Inc., as well as prior work in construction and education. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management, as well as retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management according to clients’ goals and risk tolerances.

Dominic Colletti is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2022. Prior to joining Mercer, he worked at Polaris Wealth Advisory Group and Fidelity Investments. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, families, business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified portfolios and offers a range of solutions such as discretionary and non-discretionary management, financial planning, and retirement consulting.

Lisa Shake is a financial advisor at William Blair with three years of industry experience. She holds a Series 66 designation and has worked at William Blair since 2021. Prior to joining William Blair, she spent nine years at Fifth Third Private Bank. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs active, research-driven strategies across various asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Rachel Kowalczyk is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mariner. She previously worked at Balasa Dinverno Foltz LLC from 2013 to 2017 before joining Mariner Wealth Advisors in 2018. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers to implement customized portfolios and provides integrated tax, accounting, and financial wellness solutions.

Jason Brooks is a CFP® professional with 28 years of industry experience, currently serving at Independent Financial Partners since 2019. His prior roles include positions at First Heartland Consultants, Inc., First Heartland Capital Inc., Signature Financial Services, Ltd., and Cincinnati Analysts, Inc. Outside of his advisory work, he is involved in bookkeeping, accounting, and tax preparation. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a network of independent Investment Adviser Representatives. The firm supports a decentralized advisory model with a focus on retirement-plan advisory and pension consulting, serving a wide range of individual, charitable, corporate, and high-net-worth clients.

Marko Marynevych is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 credential. He has been with Goldman Sachs & Co. LLC since 2026 and has prior experience at First Merchants Bank and in entrepreneurial ventures including landscaping. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm leverages integrated resources across the Goldman Sachs platform and uses strategic allocation models and proprietary analytics to tailor investment solutions.

Christopher Valvassori is a financial advisor with Goldman Sachs Wealth Services and holds a Series 66 designation. He has nine years of industry experience, including roles at Goldman Sachs & Co. LLC since 2021 and prior positions at The Ayco Company, L.P./Mercer Allied, Chicago Sport and Social Club, Coro Enterprises, and the University of Illinois Urbana-Champaign. Goldman Sachs Wealth Services serves a diverse client base ranging from individual investors to institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models and proprietary research with access to the broader Goldman Sachs platform, offering clients a variety of tailored investment solutions and support services.

Joao Pedro De Figueiredo Godoy is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs Ayco Personal Financial Management since 2021. His prior roles include positions at VH Valuations, Lake Forest College, FARO Advisory, and Depfi/Mosendo. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm provides tailored financial planning and portfolio management, leveraging extensive resources within the Goldman Sachs ecosystem, and offers a range of specialized programs and investment solutions.

Mashaab Munaf is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience and holds a Series 66 designation. Prior to joining Goldman Sachs, Munaf’s career includes roles at Schreiber Foods, Madison Gas and Electric, and Quality Cellular/US Cellular. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, institutional clients, and plan sponsors. The firm utilizes strategic allocation models and a range of platforms to tailor investment solutions, drawing on resources from across the Goldman Sachs ecosystem.

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® certificant with 29 years of experience in the financial advisory industry. He has been with Private Advisor Group, LLC since 2025 after a 36-year tenure at Vermillion Financial Advisors. Mr. Hanson provides investment advice under the business name The Monydr. Private Advisor Group, LLC serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing both proprietary and third-party investment solutions.

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. Argaez also has academic experience from the University of Dayton. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, emphasizing long-term, tax- and fee-sensitive portfolio construction through a blend of active and passive strategies under an enhanced open architecture framework.

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 Advisors and Wells Fargo Clearing Services. &PARTNERS serves a broad mix of individual and institutional clients, offering investment management, financial and tax planning, and ERISA 3(21) consulting. The firm uses a combination of fundamental, technical, and quantitative analysis, managing accounts through both in-house advisors and third-party managers.

Maxwell Bromley is a financial advisor at Mercer Global Advisors Inc. with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Morningstar Investment Services LLC, TD Ameritrade, PeopleFirst Bank, and Midwestern Securities Trading Co. LLC. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach featuring globally diversified, risk-appropriate portfolios with multi-factor tilts and utilizes a variety of implementation options such as ETFs, mutual funds, separate accounts, and direct indexing.

James Ronayne is a financial advisor at SPC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with SPC since 2010. Prior to SPC, he worked at Sigma Financial Corporation and Clybourn Financial Services. Outside of his advisory work, Ronayne serves as an athletic director at St. Francis de Sales School. 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, offering both discretionary and nondiscretionary investment management options.

Whitney King is a financial advisor at PNC Wealth Management with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Bank of America, Merrill, and JPMorgan Chase Bank. Outside of finance, she performs as a singer and guitarist in an Alice in Chains tribute band called A Little Bitter. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering that uses algorithmic risk assessment and invests in approved mutual funds and ETFs with annual rebalancing.

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.

Juan Jasso is a financial advisor at Fifth Third Securities, Inc. with four years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Fifth Third Bank. Outside of his advisory role, he owns a car rental business in West Chicago, IL. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and a tax-overlay service, operating as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration.