Shelton Mudzingwa is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and previously worked at Palisades Growth Capital. Outside of his advisory role, he serves as an assistant rugby coach at Lake Forest College. Goldman Sachs Wealth Services offers financial planning and portfolio management to a diverse client base, including individuals, executives, and institutions, utilizing strategic and tactical allocation models and a range of fee arrangements.

Jack Newman is a financial advisor at Focus Partners Wealth, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Kovitz Investment Group Partners, Newman & Schimel, Llc, and Mesirow Financial. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Virginia Morrow is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 credential and has previously worked at PwC and UCLA in addition to her current role. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management supported by strategic allocation models and manager selections, with access to specialized services and alternative investments.

Sarah Lall is a financial advisor at Fifth Third Securities, Inc. with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fifth Third Securities since 2014. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options, including direct indexing and tax-overlay services, and operates as a wholly owned subsidiary of Fifth Third Bank.

David Budzisz is a financial advisor with Focus Partners Wealth, LLC in Deerfield, IL, holding a Series 65 designation and one year of industry experience. He has worked previously at Kovitz Investment Group Partners, LLC and Strategic Wealth Partners. His background also includes roles at Carthage College and involvement with the Carthage College Athletic Department. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Blake Warner is a financial advisor at SPC with eight years of industry experience. He holds a Series 66 designation and has worked at Sigma Planning Corporation and Sigma Financial Corporation since 2018. Prior to that, he was employed at Anchor Brake Shoe from 2015 to 2018. Warner is also a licensed life and health insurance agent and operates under the DBA Touch Financial Group. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers.

Johnathan Worrells is a financial advisor with Eagle Strategies (NY Life) in Deerfield, IL, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with Eagle Strategies since 2016 and has been affiliated with New York Life and its related entities since 2012. Outside of his advisory role, he works part-time in the hospitality industry as a banquet server and bartender. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions and primarily manages assets on a non-discretionary basis through an integrated structure linked to New York Life.

Jennifer Chung is a Certified Financial Planner (CFP®) with 19 years of industry experience. She is currently an advisor at Corient and has previously worked at Balasa Dinverno Foltz LLC and Morgan Stanley. Corient provides investment advisory and financial planning services to a diverse clientele, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and uses risk management tools and stress testing to align portfolios with client objectives.

Yuri Crenshaw 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, Yuri spent time in education at Spelman College and worked at Canyon Partners and EDENS. Goldman Sachs Wealth Services advises a wide range of clients including individual investors, corporate participants, executives, and institutional clients. The firm offers comprehensive financial planning and portfolio management, leveraging strategic allocation models and specialized programs, with access to a broad Goldman Sachs ecosystem of affiliates.

Satya Rangaraju is a financial advisor with Eagle Strategies (NY Life) based in Barrington, IL, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Ample Wealth Strategies LLC and Northwestern Mutual. Outside of advisory work, he is involved in insurance brokering through International Insurance Agency Inc. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Martin Gaughan is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Farther since 2025. He previously worked for Commonwealth Financial Network and operated Gaughan Wealth Management, both from 1998 to 2025. Outside of advising, he is the owner and manager of Robert Daniel Properties, LLC, a private entity involved in property management in Chicago. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios, algorithmic rebalancing, and AI tools, focusing on ETFs, mutual funds, equities, and fixed income.

Shequeta Rice is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with three years of industry experience. Prior to joining Focus Partners, she worked at The Mather Group, LLC and Forum Financial Management, LP, and spent ten years employed by General Motors. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using both active and passive strategies within an enhanced open architecture framework.

Yulun Wu is a financial advisor at Fifth Third Securities, Inc. based in Chicago, IL, holding Series 63 and Series 66 licenses with nine years of industry experience. His career includes roles at Fifth Third Bank, Citigroup, and JP Morgan Securities LLC. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, institutions, and business entities through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, combining third-party portfolio managers and advisor-directed strategies.

Anastasia Tashlitsky is a Series 66-licensed financial advisor at &PARTNERS with four years of industry experience. She has worked at &PARTNERS since 2024 and previously held positions at Wells Fargo Advisors, Merrill Lynch, and Wells Fargo Clearing. Outside of her advisory role, she is a landlord. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutions. The firm offers investment management and financial planning through a combination of proprietary and third-party strategies, with services delivered on both discretionary and non-discretionary bases.

Jennifer Tontillo is a financial advisor at TIAA-CREF with 18 years of industry experience. She holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, operating within a vertically integrated group that includes affiliated funds.

Karen Hendrick is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 11 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent eight years 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, corporations, and institutional clients. The firm leverages centralized investment resources and a variety of tailored offerings, delivering services through both direct and partner programs.

Elliott Thron is a financial advisor at Goldman Sachs Wealth Services with 12 years of industry experience. He holds the Series 66 credential and has worked at Goldman Sachs & Co. LLC since 2021, following eight years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management through tailored strategies developed by specialized investment groups, leveraging both proprietary and third-party analytics to serve clients across various platforms and fee arrangements.

Christopher Snyder is a Series 66-licensed financial advisor with six years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at LPL Financial, William Cartwright II, Michael McNally, Ronald Barton, and Waddell & Reed Inc. Snyder also provides fixed insurance services through the Wealth Enhancement Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting with an investment approach that combines strategic asset allocation, passive and active management, and integration of third-party models and sub-advisors.

Mary Mclean is a CFP® with 15 years of experience in the financial industry. She is currently with Integrated Wealth Concepts LLC and previously worked at HighTower Advisors LLC and Private Vista, LLC. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, consulting, family office services, and wrap-fee programs, emphasizing customized portfolios and a primarily long-term investment approach.

Nolan Lenc is a financial advisor with Goldman Sachs Wealth Services in Deerfield, IL, holding Series 65 and Series 63 licenses and seven years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019 and previously held roles at The Ayco Company, L.P./Mercer Allied, National Home Rentals, Allied Benefit Systems, Inc., and Indiana University. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate and employer-sponsored participants, and institutional clients. The firm integrates specialized advisory teams with comprehensive investment strategy resources and offers access to a range of financial programs and alternative investments through the broader Goldman Sachs network.