Craig Anderson is a financial advisor with CWM, LLC, holding a Series 66 designation and 19 years of industry experience. His work history includes roles at Carson Wealth, Triad Advisors, Inc., and Meyer Financial Services, Inc. Since 2003, he has also been licensed as an insurance agent, selling life, health, disability insurance, annuities, and long-term care products. CWM, LLC is an enterprise platform managing approximately $50.6 billion through a network of over 650 advisors. The firm serves corporate, institutional, and high-net-worth clients, offering discretionary asset management, financial planning, and retirement plan services supported by an Investment Committee and various third-party solutions.

Brian Kotowski is a financial advisor with &PARTNERS in Arlington Heights, IL, holding a Series 66 designation and seven years of industry experience. He previously worked at UPS for six years and Wells Fargo Advisors, LLC for 20 years. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charities, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, and retirement plan services using a combination of fundamental, technical, and quantitative analysis alongside both proprietary and third-party strategies.

Alp Gundes is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, bringing two years of industry experience. Prior to joining Goldman Sachs Ayco, he held positions at Crowe and Mortenson, and spent time at the University of Illinois at Urbana-Champaign. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm combines centralized investment resources and internal strategy groups with a range of discretionary and non-discretionary managers to deliver tailored wealth solutions.

Sean Koelbl is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 26 years of industry experience. He has worked at Ayco/Goldman Sachs & Co. LLC since 2021 and previously spent 22 years at The AYCO Company, L.P./Mercer Allied. 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 utilizes centralized investment resources and integrates services across affiliates such as banking and retirement consulting to provide tailored wealth management solutions.

Joseph Nogal is a financial advisor at William Blair with 13 years of industry experience. He has been with William Blair since 2017 and previously worked at Goldman Sachs & Co. from 2012 to 2017. He 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 uses an active, research-driven approach across multiple asset classes and offers proprietary models and access to private and co-investment opportunities.

Dustin Kriengsak Obhas is a CFP® professional with 19 years of industry experience. He has been with Wealth Enhancement Advisory Services, LLC since 2017 and previously worked at CLA Financial Advisors, LLC and Private Vista, LLC. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and combines passive and active management within a risk-class based portfolio construction overseen by an internal Investment Committee.

Francis Fazio III is a CFP® professional with 25 years of industry experience, currently advising at Goldman Sachs Wealth Services. His prior experience includes roles at The AYCO Company, L.P./Mercer Allied and Bouchey Financial Group. 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 employs strategic and tactical allocation models and offers specialized services such as Private Family Office programs and Financial Wellness initiatives, leveraging its integration within the broader Goldman Sachs ecosystem.

Scott Loochtan is a financial advisor at Allworth Financial, L.P. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Arbor Point Advisors and Securities America. Outside of advising, he is president of multiple insurance agencies and involved in a horse farm management business with his daughter. Allworth Financial serves a wide range of clients, offering financial and wealth planning, portfolio management, and retirement plan consulting. The firm employs both quantitative and qualitative analysis to deliver customized investment strategies across various asset classes and also provides educational resources through newsletters, podcasts, and seminars.

Qheliswa Simelane is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 credential and three years of industry experience. Her career includes multiple roles at Goldman Sachs and prior positions at Chicago Catholic Charities and in education. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutions. The firm employs tailored allocation models and manager selections supported by proprietary and third-party research, and offers a wide range of services and platforms integrated within the broader Goldman Sachs ecosystem.

Vanessa Mazzone is a Series 66 licensed advisor with Independent Financial Group, LLC, where she has worked since 2023. She has prior experience in diverse roles including positions at The Barre, KB Co., and in dental practices. Independent Financial Group, LLC provides investment advisory and brokerage services to a broad client base, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm offers financial planning and portfolio management using both firm- and third-party models, combining active and passive strategies across various risk profiles.

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 the Series 63 and Series 66 designations. Her prior experience includes ten years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, with discretionary and non-discretionary management options.

Albert Smith is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 designations and 11 years of industry experience. His work history includes multiple roles within Transamerica Financial Advisors and affiliations with Ma3 Insurance Inc., Premier Senior Marketing, Inc., and WFGIA. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering a combination of advisory and broker-dealer services. The firm provides proprietary and third-party model portfolios with discretionary and non-discretionary program options.

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 eight years of industry experience. He currently works at Focus Partners Wealth, LLC and has held previous roles at Kovitz Investment Group Partners, Strategic Wealth Partners, Creative Planning, and Grant Thornton LLP. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, employing a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies and access to private funds.

Corey Minturn is a financial advisor at William Blair with 33 years of industry experience. He has been with William Blair & Company L.L.C. since 1993 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 active, research-driven management across multiple asset classes and offers proprietary models and private 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.

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.

David Copeland is a financial advisor at Focus Partners Wealth, LLC with 28 years of industry experience. His career includes roles at Kovitz Investment Group Partners, Strategic Wealth Partners Group, and Mesirow Financial. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement consulting. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, private funds, and overlay techniques within an enhanced open architecture framework.