Matthew Mikula is a CFP® with 16 years of industry experience, currently serving at Corient. His career includes nearly two decades at Balasa Dinverno Foltz LLC before joining Corient and its related entities. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm employs a goals-based, team-driven investment approach that integrates in-house strategies with third-party managers and uses advanced risk management and stress testing tools.

Jacob Lankford is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and two years of industry experience. His prior work includes roles at LPL Financial and the Wealth Enhancement Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a wide range of clients including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Kristina Baumann is a financial advisor at T. Rowe Price Advisory Services, Inc. with 16 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Principal Securities Inc. and Principal Life Insurance Company. Outside of advising, she is an owner of a real estate investment company focused on short-term rental properties. T. Rowe Price Advisory Services, Inc. offers a retirement advisory service combining goals-based financial planning and discretionary investment management for individual investors and households. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, with a focus on tax-aware strategies and Monte Carlo-based retirement income projections.

Kevin Zasada is a CFP® professional with nine years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. His career includes roles at Empower Financial Services, Personal Capital Advisors Corporation, Fisher Investments, and Merrill. Wealth Enhancement Advisory Services (WEAS) 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 employs a diversified investment process that blends passive and active managers, overseen by an internal Investment Committee.

Daniel Lanman is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2019, following prior roles at The Ayco Company, L.P./Mercer Allied, Capstone Financial Advisors, and Great Lakes Advisors. Outside of finance, he was involved with The Red Lion and has academic experience at the University of Illinois Urbana-Champaign and Universidad Pontifical Comillas. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, corporate participants, executives, and institutional clients, offering tailored financial planning and portfolio management. The firm utilizes strategic allocation models, proprietary analytics, and integrates capabilities across the Goldman Sachs network to deliver comprehensive wealth management solutions.

Todd Diven is a CFP®-credentialed financial advisor with Wealth Enhancement Advisory Services, LLC, bringing 26 years of industry experience. He has been with Wealth Enhancement since 2013 and also operates a CPA practice focused on basic tax preparation. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.

John Welch is a financial advisor with William Blair, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with William Blair since 2013. Outside of his advisory work, he is a private investor and board member of INFOTOUCH Corp, a POS software developer, and is the owner of Yorkshire Motorsports LLC, a business selling personal car parts collected over five decades. 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 and co-investment opportunities.

James Benages is a financial advisor with TLG Advisors, Inc. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. His prior roles include positions at LPL Financial, Numark Credit Union, and Cetera Advisor Networks. Benages is also involved with Resource Ins & Fin Group, where he provides financial planning, investment management, and insurance services. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Anthony Dinverno is a CFP® with 13 years of industry experience, currently serving at Corient. He previously worked at Balasa Dinverno Foltz LLC for 13 years before joining Corient and its affiliated entities. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates internal security strategies with third-party managers and incorporates risk management tools and alternative investment options when appropriate.

Craig Anderson is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently affiliated with CWM, LLC and has previously worked at Carson Wealth, Triad Advisors, Inc., and Meyer Financial Services, Inc. Outside of his advisory role, Anderson is also an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, employing a discretionary management approach with model portfolios guided by an in-house Investment Committee.

Joshua Schafer is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 designations and 18 years of industry experience. His prior roles include positions at Ameriprise Financial Services, LLC, Equitable Advisors, LLC, and JP Morgan Chase NA. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals—including high-net-worth clients—as well as charitable organizations and corporations. The firm employs an open-architecture investment model that integrates third-party sub-managers and affiliate private bank models, offering a range of wrap-fee programs primarily through the Envestnet MAS platform.

Brian Kotowski is a financial advisor at &PARTNERS with a Series 66 designation and seven years of industry experience. He previously worked at UPS for six years and Wells Fargo Advisors, LLC for twenty years. &PARTNERS serves a diverse client base including individual and institutional investors such as retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory and brokerage services using a combination of proprietary models and third-party managers across discretionary and non-discretionary portfolio management.

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, currently affiliated with Wealth Enhancement Advisory Services, LLC. He has worked at several related firms since 2011, including CLA Financial Advisors, LLC and LPL Financial. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach blending passive and active managers, supported 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.

Eric O’Brien is a CFP® professional affiliated with Focus Partners Wealth, LLC, with two years of industry experience. His background includes roles at Kovitz Investment Group Partners, Strategic Wealth Partners, BMO Harris Bank, Fifth Third Bank, and MB Financial Bank. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, and institutions. The firm’s investment approach combines active and passive strategies within a tax- and fee-sensitive framework and offers a variety of portfolio management and fiduciary services.

Scott Loochtan is a financial advisor at Allworth Financial, L.P. with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including AW Securities, Arbor Point Advisors, and Securities America. Outside of advisory work, he serves as president of multiple insurance agencies and is involved in managing a horse barn operation with his daughter. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies combining model allocations and specialized approaches, utilizing third-party sub-advisers and technology to manage held-away retirement accounts.

Obrian Phillips is a financial advisor at William Blair with 11 years of industry experience. He holds a Series 66 designation and has been with William Blair since 2017, following nine years at CITIGROUP. 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 active, research-driven management across various asset classes and provides access to proprietary models, private funds, and co-investment opportunities.