Sloan Luckie is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Morgan Stanley, The Ayco Company, and United Capital Advisers. Outside of finance, he is the author of two physical wellness coaching books and is involved in acting, including a role as an accountant in an upcoming film. Goldman Sachs Wealth Services provides financial planning and investment management to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Mark Friese is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has operated multiple financial and consulting ventures, including Friese Financial Advocates, Inc. and Canvas Financial, and is involved in marketing for financial services through FFA Sports Management. Additionally, he is a partner in an LLC formed to manage recreational real estate assets. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of portfolio management approaches, including model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and third-party technology.

Ronald Dickstein is a financial advisor with Eagle Strategies (NY Life) based in Deerfield, IL. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. His career includes roles at Mass Mutual Investors Services, Signator Investors, Inc., and Equitable Advisors. Additionally, he is appointed as an insurance broker with outside carriers for non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis.

Zachary Barry is a financial advisor at Goldman Sachs Wealth Services with 19 years of industry experience. He holds a Series 66 designation 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 diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with access to a broad range of affiliated financial products and programs.

Heidi Goetting is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and bringing 32 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021, following a 27-year tenure at Mercer Allied Company, L.P. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and a range of discretionary and non-discretionary managers to deliver tailored wealth management solutions within a large integrated financial group.

Lori Hansen is a financial advisor at William Blair with 40 years of industry experience. She holds the Series 63 and Series 65 designations and has been with William Blair & Company L.L.C. since 1982. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, and institutional clients. The firm employs an active, research-driven approach across various asset classes and provides proprietary models and access to private funds and co-investment opportunities.

Travis Nigro is a financial advisor at Goldman Sachs Wealth Services with 20 years of industry experience. He holds the Series 66 and Series 63 designations and has been with Goldman Sachs & Co. LLC since 2006. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management tailored to client objectives, utilizing strategic allocation models and a range of service platforms supported by proprietary and third-party analytics.

James Farmer is a financial advisor at TLG Advisors, Inc. with 17 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes roles at The Leaders Group, Inc. since 2016 and Windy City Financial Planners and FSG since 2009. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm’s investment approach focuses on manager selection and monitoring using fundamental analysis and Modern Portfolio Theory to build diversified portfolios, with services delivered through a network of independent representatives and sub-advisors.

Peter Kane is a Series 66-licensed financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2018 and previously at The AYCO Company, L.P./Mercer Allied from 2014 to 2018. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and offers tailored wealth solutions, including executive and family office services, through an integrated platform within a large financial group.

Nicholas Hruskoci is a Series 66-registered advisor with Goldman Sachs Wealth Services, based in Deerfield, IL. He joined Goldman Sachs in 2025 and has prior experience with Puttable Golf, a Springstone Ventures LLC company. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm utilizes strategic and tactical allocation models and offers a range of services such as Private Family Office, Specialized Executive Wealth programs, and access to Alternative Investments.

Richard Ceffalio Jr. is a financial advisor with NewEdge Advisors and holds Series 63 and Series 66 licenses. He has 31 years of industry experience, including previous roles at LPL Financial, Wells Fargo Clearing, UBS Financial Services, and A. G. Edwards & Sons. Outside of his advisory work, Mr. Ceffalio is a licensed insurance agent. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, as well as institutions through a network of independent advisers. The firm offers a broad range of services such as portfolio management, financial planning, and retirement consulting, utilizing multiple program structures and technology tools to support advisors and clients.

Austin Mc Donnell is a CFP® certificant with five years of industry experience, currently serving as a financial advisor at Corient. His prior roles include positions at Balasa Dinverno Foltz LLC, Northwestern Mutual, and Indiana University. Outside of his advisory work, Mc Donnell volunteers as a financial mentor for 3rd Decade, providing pro bono personal financial planning guidance. Corient offers investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that incorporates in-house strategies, third-party managers, and risk management tools to align portfolios with client objectives.

Benjamin Oxley is a financial advisor at William Blair with a Series 66 designation and three years of industry experience. His career includes roles at William Blair since 2018 and prior positions at Colliers International, Aon Risk Solutions, Duke Realty, and Northwestern University. 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 clients with access to proprietary models, third-party sub-managers, and private investment opportunities.

Amber Sutton is a financial advisor at Fifth Third Securities, Inc. with 14 years of industry experience. She holds Series 63 and Series 65 registrations and has worked at Fifth Third Securities and Fifth Third Bank since 2018. Prior to that, she was with NYLIFE Securities LLC and New York Life Insurance Company from 2014 to 2018. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs through its Passageway platform, combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, and is noted for its municipal-advisor registration and affiliation with Fifth Third Bank.

Deborah Feldman is a CFP® professional with 28 years of industry experience. She has worked at Hightower Advisors since 2017 and previously spent 11 years at Leonetti & Associates, LLC. Feldman is based in Buffalo Grove, IL. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory model emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

Danuta Durkiewicz is a CFP® with 10 years of industry experience, currently serving as a financial advisor at PNC Wealth Management. Her prior work includes roles at MissionSquare Investment Services, Bank of America, Merrill, and Fifth Third Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio option that employs algorithm-driven risk assessment and third-party-managed investment models.

Brandon Karam is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2024. Prior to his current role, he has experience with the New York Racing Association and has a background that includes several years related to Syracuse University and Saratoga Central Catholic. 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, with advisory teams tailoring strategies using proprietary research, tax-aware techniques, and a range of service platforms integrated within the broader Goldman Sachs ecosystem.

Ryan Fuell is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses. His prior work experience includes roles at Fifth Third Bank, Home Depot, the University of Iowa, and Joanie's Pizzeria of Long Grove. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individual, charitable, corporate, and institutional clients. The firm combines multiple managed-account options with unique features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Phillip Bucaro is a financial advisor with TLG Advisors, Inc. in Arlington Heights, IL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has held roles at Resource Insurance and Financial Group, The Leaders Group Inc, Pinnacle IFS Inc, and Insource Inc. Outside of his advisory work, he is involved in providing insurance and investment products to small businesses through KAPPLE & APPLE Insurance Benefits & Financial Services. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, combining fundamental analysis and Modern Portfolio Theory in its investment approach.

Charles Fry 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 in 2025, he held positions in various industries including automotive and insurance, and has experience in the restaurant sector. He attended Miami University in Oxford from 2018 to 2022. 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 utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with a diverse set of affiliated entities and programs.