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.

Gary Shramuk is a financial advisor at Brookstone Capital Management LLC with 17 years of industry experience. He holds a Series 66 designation and has been associated with Gcg Financial Inc since 1999. In addition to his advisory role, he is a 50% owner of SAFE HARBOR FINANCIAL GROUP, where he sells life and health insurance. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, offering a range of discretionary investment strategies and support services.

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.

Jeffrey Geel is a financial advisor at Brookstone Capital Management LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Ocean Pacific Investments and J4 Investment Advisors. Outside of finance, Geel manages the family farm and serves as a high school football coach. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, utilizing strategic asset-allocation models, a range of investment products, and both internal and external sub-advisors to implement client portfolios.

Mary Mclean is a CFP® with 15 years of experience in the financial industry. She is currently with Integrated Wealth Concepts LLC and previously worked at HighTower Advisors LLC and Private Vista, LLC. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, consulting, family office services, and wrap-fee programs, emphasizing customized portfolios and a primarily long-term investment approach.

Molly Powers is a CFP® professional at Creative Planning with five years of industry experience. She has worked previously at Sageview Advisory Group, Capital Strategies Investment Group, and Forum Financial Management. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by direct indexing, tax-loss harvesting, and selective private market exposure.

Nolan Lenc is a financial advisor with Goldman Sachs Wealth Services in Deerfield, IL, holding Series 65 and Series 63 licenses and seven years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019 and previously held roles at The Ayco Company, L.P./Mercer Allied, National Home Rentals, Allied Benefit Systems, Inc., and Indiana University. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate and employer-sponsored participants, and institutional clients. The firm integrates specialized advisory teams with comprehensive investment strategy resources and offers access to a range of financial programs and alternative investments through the broader Goldman Sachs network.

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 66 and Series 65 licenses and previously worked at T. Rowe Price Advisory Services, Inc. and Invest Financial Corporation. Hanek has been with Mercer Global Advisors since 2017 in various roles. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of advisory and planning services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor tilts implemented through low-cost ETFs, index funds, and other investment vehicles.

Jeremy Frazer is a CFA® charterholder with 19 years of industry experience, currently serving as a financial advisor at William Blair since 2014. He holds Series 65 and Series 63 licenses and works out of Geneva, Illinois. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals—including high-net-worth clients—foundations, pension plans, and corporate entities. The firm employs active, research-driven management across multiple asset classes and provides proprietary models, third-party sub-advisers, and access to private funds and co-investment opportunities.

Kyle Stokien is a financial advisor with Goldman Sachs Wealth Services in Deerfield, IL, holding a Series 66 designation and 21 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 17 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 institutions, offering financial planning, portfolio management, and specialized programs through an integrated approach across the Goldman Sachs platform.

Daniel Larson is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at JPMorgan Securities LLC, LPL Financial, BMO Harris Bank, and RTS Financial. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with unique market roles.

Marcie Nach is a CFP® with 13 years of industry experience, currently with Focus Partners Wealth, LLC. Her prior roles include positions at Kovitz Investment Group Partners, LLC, and Strategic Wealth Partners Group LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

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 at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Kovitz Investment Group Partners, LLC and Strategic Wealth Partners. His background includes roles outside of finance, such as positions with the Indiana University Athletic Department and the Chicago Sky. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services including investment management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Robert Wack is a CFP® and holds a Series 66 designation with eight years of industry experience. He is currently with Fifth Third Securities, Inc., having joined in 2026, and previously worked at Schwab Wealth Advisory, Inc., Charles Schwab & Co., Inc., Merrill (Bank of America), Scottrade, and TD Ameritrade. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, retirement accounts, and other business entities through both advisory and brokerage channels. The firm offers multiple investment programs and portfolio management options on its Passageway platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

David McGuffey is a financial advisor at Goldman Sachs Wealth Services with 11 years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs since 2019, following seven years at The AYCO Company, L.P./Mercer Allied. 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 combines strategic allocation models, manager selection, and both discretionary and non-discretionary implementations, leveraging its integration with Goldman Sachs affiliates to offer a wide range of investment and advisory services.

Robert Basile is a CFP® with 8 years of industry experience, currently serving at Mariner Wealth Advisors since 2021. He previously worked at Fifth Third Private Bank for nine years and The AYCO Company, L.P./Mercer Allied for seventeen years. Mariner Wealth Advisors serves individuals, pension plans, trusts, charitable organizations, corporations, and private funds with investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm combines customized portfolio management with integrated tax, accounting, and financial wellness services.

Ramesh Poola is a CFA charterholder and financial advisor at Creative Planning with two years of industry experience. He previously worked at IRON Financial, LLC for eleven years before joining Creative Planning in 2021. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and supplemental tactics such as direct indexing and tax-loss harvesting.