Danielle Thiel is a financial advisor at Goldman Sachs Wealth Services with 20 years of industry experience. She holds Series 63 and Series 65 licenses 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 wide range of clients, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm offers tailored services such as Executive Wealth and Private Family Office support, leveraging centralized investment resources and a mix of discretionary and non-discretionary managers within a large integrated financial group.

Robert Kalman is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He previously worked at Miramar Capital LLC, Saxony Securities, and Kalman Kushnir Capital Inc, where he was principal for over 30 years. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and access to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment process combining passive and active strategies, supported by an internal Investment Committee and multiple implementation tools.

Kathrine Calahan is a CFP® professional with 14 years of industry experience, currently affiliated with Sanctuary Advisors, LLC. She has worked with Noyes Advisors LLC since 2015 and David A. Noyes & Company since 2010. In addition to her advisory role, she is involved in the sale of annuities and life insurance. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account structures and employs a network of independent advisors and affiliated broker-dealer services.

Eric Andresen is a financial advisor with LPL Financial and NewEdge Advisors, LLC, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has worked at LPL Financial since 2005 and joined NewEdge Advisors in 2023. Andresen is also involved in tax preparation and accounting through Midwest Small Business Accounting & Tax. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a wide range of investment solutions, combining advisory operations with non-advisory financial products.

Thomas Gonzales is a financial advisor at Allworth Financial, L.P. with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at JPMorgan Chase Bank, Fifth Third Bank, Mass Mutual, and Healy Scanlon Law Firm. 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 management using a variety of model strategies and employs both discretionary and non-discretionary engagements.

John Werd is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and one year of industry experience. His prior work experience includes roles at Frost Bank and Delos Living LLC, as well as earlier positions outside of finance. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients. The firm provides financial planning and portfolio management supported by specialized teams and integrates strategic allocation models, manager selections, and both discretionary and non-discretionary implementations across multiple platforms.

Louise Ozolins is a financial advisor at &PARTNERS with 15 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing over a span of 14 years. &PARTNERS serves a diverse client base that includes individual and institutional investors such as high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services supported by a range of portfolio management strategies through the Envestnet platform and works with both proprietary and third-party managers.

Ronald Newman is a financial advisor with PNC Wealth Management, holding Series 66 and Series 63 credentials and 20 years of industry experience. His prior roles include positions at Merrill and Bank of America, N.A. He is also a minority owner and consultant at Silver Millennium Publishing, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees that uses approved model strategies managed by PNC or third-party strategists and invests in mutual funds and ETFs with annual rebalancing.

Stephen Gregg is a CFP® professional with 21 years of industry experience, currently serving at Transamerica Financial Advisors. His prior roles include positions at Prudential and Pacific Life, among others. He may also perform home office functions for other business units within Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to individuals, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers through multiple program platforms to serve a broad client base.

Emilio Rios is a financial advisor with PNC Wealth Management in Chicago, IL, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. His prior roles include positions at LPL Enterprise, Prudential Insurance Company of America, Bank of America, Merrill, Charles Schwab, and Fidelity Brokerage Services. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessment and approved model strategies executed via mutual funds and ETFs.

Matthew Bloom is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2013 and 2015, respectively. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with comprehensive oversight and maintains unique market roles, including swap dealer and futures commission merchant activities.

Ethan De Rose is a Series 66 licensed advisor with Bankers Life Advisory Services, Inc., having worked in the financial services industry since 2023. His experience includes roles at Bankers Life Securities, Inc., and Bankers Life & Casualty, Inc., as well as prior work in construction and education. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management, as well as retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management according to clients’ goals and risk tolerances.

Dominic Colletti is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2022. Prior to joining Mercer, he worked at Polaris Wealth Advisory Group and Fidelity Investments. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, families, business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified portfolios and offers a range of solutions such as discretionary and non-discretionary management, financial planning, and retirement consulting.

Irene Kapusciarz is a financial advisor at &PARTNERS with 25 years of industry experience. She holds a Series 66 credential and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she manages banquet operations at the European Chalet at the Mayor’s Mansion in Chicago. &PARTNERS serves a diverse client base including individuals, institutions, retirement plans, charitable organizations, and sovereign wealth funds. The firm provides investment advisory and brokerage services, utilizing both proprietary and third-party strategies across fundamental, technical, and quantitative analysis approaches.

Lisa Shake is a financial advisor at William Blair with three years of industry experience. She holds a Series 66 designation and has worked at William Blair since 2021. Prior to joining William Blair, she spent nine years at Fifth Third Private Bank. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs active, research-driven strategies across various asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Kenneth Langston is a financial advisor at William Blair with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at William Blair since 2018, following a nine-year tenure at Morgan Stanley Smith Barney. Outside of his advisory role, he serves as a board member of the Marrero Land & Improvement Association, Ltd. 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 an active, research-driven approach across multiple asset classes and offers proprietary models and access to private funds and co-investment opportunities.

Lawrence Lazar is a financial advisor with United Planners' Financial Services of America, holding a Series 66 designation and bringing 27 years of industry experience. His prior roles include positions at Western International Securities, Kovack Advisors, and Kovack Securities. Outside of his advisory work, he serves as president and CEO of Lazar Financial, a marketing entity. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors, operating an open-architecture platform with multiple custodians and third-party money managers.

Jason Brooks is a CFP® professional with 27 years of experience in the financial services industry. He is currently with Independent Financial Partners and IFP Securities, LLC, where he has worked since 2019. His prior experience includes roles at First Heartland Consultants, Inc., Signature Financial Services, Ltd, and First Heartland Capital Inc. Outside of advisory work, Brooks is involved in bookkeeping, accounting, and tax preparation through a separate business activity. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with notable capabilities in retirement-plan advisory and pension consulting.

Christopher Valvassori is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience and a Series 66 designation. He has worked at Goldman Sachs & Co. LLC since 2021 and previously held roles at The Ayco Company, L.P./Mercer Allied, Chicago Sport and Social Club, and Coro Enterprises. 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 allocation models and manager selections, offering a range of platforms and fee arrangements while integrating resources across the Goldman Sachs ecosystem.

Joao Pedro De Figueiredo Godoy is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs Ayco Personal Financial Management since 2021. His prior roles include positions at VH Valuations, Lake Forest College, FARO Advisory, and Depfi/Mosendo. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm provides tailored financial planning and portfolio management, leveraging extensive resources within the Goldman Sachs ecosystem, and offers a range of specialized programs and investment solutions.