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® professional with 31 years of industry experience. He has been with Farther since 2025 and previously worked at Commonwealth Financial Network and Gaughan Wealth Management for 27 years. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm’s investment approach uses Modern Portfolio Theory with bespoke and algorithmic model portfolios, automatic rebalancing, and primarily allocates among ETFs, mutual funds, individual equities, and fixed income.

Shequeta Rice is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and three years of industry experience. Prior to joining Focus Partners Wealth, she worked at The Mather Group, LLC and Forum Financial Management, LP, and spent ten years at General Motors. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis with a broad range of investment strategies and affiliated service companies.

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 financial advisor at &PARTNERS with a Series 66 designation and three years of industry experience. She previously worked 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 individual and institutional investors such as retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, employing a combination of proprietary and third-party strategies supported by fundamental, technical, and quantitative analysis.

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.

Nolan Lenc is a financial advisor with Goldman Sachs Wealth Services in Deerfield, IL. He holds Series 65 and Series 63 designations and has six years of industry experience. Prior to his current role since 2021, he worked at The Ayco Company, L.P./Mercer Allied and has additional experience from Indiana University and other firms. Goldman Sachs Wealth Services serves a diverse client base including individual investors, executives, corporate participants, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, leveraging integrated resources across Goldman Sachs affiliates and employing strategic allocation models and advanced analytics in its advisory approach.

Scott Svoboda is a financial advisor at Farther with nine years of industry experience. He holds a Series 65 designation and has worked previously at Royal Fund Management, LLC DBA Tru Financial Strategies. Svoboda is also president of Svoboda Financial Group, Inc., where he operates an independent insurance agency focused on fixed annuities, Medicare supplements, life insurance, and long-term care. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios or bespoke allocations, algorithmic rebalancing, and a selection of exchange-traded funds, mutual funds, individual equities, and fixed income.

Marzena Hanek is a financial advisor at Mercer Global Advisors Inc. with 21 years of industry experience. She holds Series 65 and Series 66 credentials and has worked at Mercer since 2017, with a brief hiatus from 2016 to 2017. Mercer Global Advisors serves individuals and families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based investment approach that emphasizes globally diversified, risk-appropriate portfolios implemented through a mix of low-cost ETFs, index funds, separate account managers, and other strategies.

Kyle Stokien is a financial advisor at Goldman Sachs Wealth Services with 20 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 17 years 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 high-net-worth individuals, corporate participants, and institutional clients, utilizing centralized investment resources and a variety of discretionary and non-discretionary management strategies.

Marcie Nach is a CFP® with 12 years of industry experience and currently serves as a financial advisor at Focus Partners Wealth, LLC. She previously worked at Kovitz Investment Group Partners, LLC and Strategic Wealth Partners Group LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach emphasizing tax- and fee-sensitivity and combines active and passive strategies within an enhanced open architecture framework.

Eric Otto is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 24 years of industry experience. He has worked at Commonwealth since 2006 and is also affiliated with Triad Financial Group, LLC since 2024. Outside of his advisory work, he serves on the executive committee of the South Bay Beach Club in the Cayman Islands. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including wealth management, retirement plan consulting, and access to third-party asset managers, while offering advisors discretion in portfolio construction and a variety of program structures.

Kidus Yared Bayou is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 designation and entering his first year in the industry. His prior experience includes roles at Swiss Re and educational positions at The College of Wooster, Ethio-Parents' School, and the British International School. 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 utilizes strategic allocation models and a range of advisory services supported by affiliates across the Goldman Sachs ecosystem.

Matthew Cox is a financial advisor with Focus Partners Wealth, LLC and holds a Series 65 credential. He has two years of industry experience and previously worked at Kovitz Investment Group Partners, LLC and Strategic Wealth Partners. His background also includes roles outside of finance, such as positions with Dish Network and Indiana University Athletic Department. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis, utilizing a broad range of public and alternative investment strategies combined with affiliated service companies and product relationships.

Iain Mckinney is a financial advisor at William Blair with 15 years of industry experience. He holds a Series 66 designation and has been with William Blair & Company since 2010. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm follows 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.

David Mcguffey is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following seven 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, corporate participants, and institutional clients. The firm leverages centralized investment resources and a range of affiliated and unaffiliated managers to deliver tailored wealth solutions across various client segments.

Frank Hirsch is a financial advisor with TLG Advisors, Inc. He holds Series 63 and Series 65 credentials and has 11 years of industry experience. His prior roles include positions at WealthPoint LLC, Kestra Advisory, Lion Street Advisors, and NFP Advisor Services. Hirsch is also active as an insurance producer through WealthPoint. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, combining fundamental analysis with Modern Portfolio Theory in its investment approach.