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.

Eric Andresen is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at LPL Financial since 2005 and joined NewEdge Advisors in 2023. Andresen is involved in tax preparation and accounting services through Midwest Small Business Accounting. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing model-based strategies and technology tools to support advisors and clients.

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 previously worked at firms including JPMorgan Chase and Fifth Third Bank. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers financial planning, portfolio management, qualified retirement plan consulting, and manages privately offered funds using a blend of quantitative and qualitative analysis through its Investment Committee.

Bradley Mills is a financial advisor with Fifth Third Securities, Inc. in Elmhurst, IL, holding a Series 66 designation and 25 years of industry experience. He has been with Fifth Third Securities since 2005. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and use of platforms like Fidelity Institutional Wealth Adviser.

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.

Ronald Newman is a financial advisor at PNC Wealth Management with 21 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Merrill and Bank of America, N.A. He is also a minority owner and consultant for Silver Millennium Publishing, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessments and third-party portfolio implementation.

Stephen Gregg is a CFP® professional with 22 years of industry experience, currently serving at Transamerica Financial Advisors. His prior roles include positions at Prudential and Pacific Life companies. Transamerica Financial Advisors serves a broad client base with both advisory and broker-dealer services, offering proprietary and third-party model portfolios and various program choices, including discretionary and non-discretionary management.

Matthew Bloom is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley over the past 11 years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm operates with large institutional scale and provides a broad range of advisory, execution, and custody services, including some exposure to alternative and digital-asset products.

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 with &PARTNERS in Northbrook, IL, holding a Series 66 designation and 25 years of industry experience. Her previous roles include positions at Wells Fargo Clearing, Morgan Stanley, and UBS Financial Services. Outside of finance, she has served as a banquet manager at the European Chalet at the Mayor's Mansion in Chicago. &PARTNERS serves a diverse client base, including high-net-worth individuals and institutional clients, offering investment management, financial and tax planning, and retirement plan consulting. The firm employs a mix of investment strategies and manages accounts through both in-house advisors and third-party managers.

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.

Lawrence Lazar is a financial advisor with United Planners Financial Services of America and holds a Series 66 credential. He has 28 years of industry experience, including prior roles at Western International Securities, Kovack Advisors, and Kovack Securities. He is also president and CEO of Lazar Financial, a marketing entity, and works as a realtor in Highland Park, IL. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through independent investment adviser representatives. The firm manages approximately $12.77 billion in assets and offers a combination of advisory and brokerage services with a focus on both discretionary and non-discretionary account management.

Rachel Kowalczyk is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mariner. She previously worked at Balasa Dinverno Foltz LLC from 2013 to 2017 before joining Mariner Wealth Advisors in 2018. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers to implement customized portfolios and provides integrated tax, accounting, and financial wellness solutions.

Jason Brooks is a CFP® professional with 28 years of industry experience, currently serving at Independent Financial Partners since 2019. His prior roles include positions at First Heartland Consultants, Inc., First Heartland Capital Inc., Signature Financial Services, Ltd., and Cincinnati Analysts, Inc. Outside of his advisory work, he is involved in bookkeeping, accounting, and tax preparation. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a network of independent Investment Adviser Representatives. The firm supports a decentralized advisory model with a focus on retirement-plan advisory and pension consulting, serving a wide range of individual, charitable, corporate, and high-net-worth clients.

Marko Marynevych is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 credential. He has been with Goldman Sachs & Co. LLC since 2026 and has prior experience at First Merchants Bank and in entrepreneurial ventures including landscaping. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm leverages integrated resources across the Goldman Sachs platform and uses strategic allocation models and proprietary analytics to tailor investment solutions.

Christopher Valvassori is a financial advisor with Goldman Sachs Wealth Services and holds a Series 66 designation. He has nine years of industry experience, including roles at Goldman Sachs & Co. LLC since 2021 and prior positions at The Ayco Company, L.P./Mercer Allied, Chicago Sport and Social Club, Coro Enterprises, and the University of Illinois Urbana-Champaign. Goldman Sachs Wealth Services serves a diverse client base ranging from individual investors to institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models and proprietary research with access to the broader Goldman Sachs platform, offering clients a variety of tailored investment solutions and support services.

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.

Mashaab Munaf is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience and holds a Series 66 designation. Prior to joining Goldman Sachs, Munaf’s career includes roles at Schreiber Foods, Madison Gas and Electric, and Quality Cellular/US Cellular. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, institutional clients, and plan sponsors. The firm utilizes strategic allocation models and a range of platforms to tailor investment solutions, drawing on resources from across the Goldman Sachs ecosystem.