Zachary Barry is a financial advisor at Goldman Sachs Wealth Services with 19 years of industry experience. He holds a Series 66 designation 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 diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with access to a broad range of affiliated financial products and programs.

Heidi Goetting is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and bringing 32 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021, following a 27-year tenure at Mercer Allied Company, L.P. 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 leverages centralized investment resources and a range of discretionary and non-discretionary managers to deliver tailored wealth management solutions within a large integrated financial group.

Robert Pacheco is a financial advisor at Transamerica Financial Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Transamerica since 2012. In addition to his advisory role, he is involved with the Heartland Institute of Financial Education, providing financial literacy courses to groups. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and charitable organizations, offering both fee-based advisory programs and commission-based insurance and brokerage products.

Lori Hansen is a financial advisor at William Blair with 40 years of industry experience. She holds the Series 63 and Series 65 designations and has been with William Blair & Company L.L.C. since 1982. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, and institutional clients. The firm employs an active, research-driven approach across various asset classes and provides proprietary models and access to private funds and co-investment opportunities.

Travis Nigro is a financial advisor at Goldman Sachs Wealth Services with 20 years of industry experience, all with Goldman Sachs & Co. LLC. He holds the Series 66 and Series 63 designations. 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 and tactical allocation models and offers a range of services such as Private Family Office programs, Specialized Executive Wealth programs, and access to Alternative Investments.

Peter Kane is a Series 66-licensed financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2018 and previously at The AYCO Company, L.P./Mercer Allied from 2014 to 2018. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and offers tailored wealth solutions, including executive and family office services, through an integrated platform within a large financial group.

Nicholas Hruskoci is a Series 66-registered advisor with Goldman Sachs Wealth Services, based in Deerfield, IL. He joined Goldman Sachs in 2025 and has prior experience with Puttable Golf, a Springstone Ventures LLC company. 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 and tactical allocation models and offers a range of services such as Private Family Office, Specialized Executive Wealth programs, and access to Alternative Investments.

Richard Ceffalio Jr. is a financial advisor at NewEdge Advisors with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of advisory work, he is a licensed insurance agent. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management, financial planning, and consulting services, combining in-house and third-party strategies supported by centralized due diligence and technology tools.

Austin Mc Donnell is a CFP® with four years of industry experience, currently serving as a financial advisor at Corient. His prior experience includes roles at Balasa Dinverno Foltz LLC, Northwestern Mutual, and Indiana University. He volunteers as a financial mentor at 3rd Decade, providing pro bono personal financial planning advice. Corient offers investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers, continuously monitoring portfolios using advanced risk management tools.

Joseph Andre is a financial advisor with Mesirow Financial Investment Management, Inc., holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. He has worked at Mesirow Financial since 2018 and previously held roles at U.S. Bancorp Investments and Bankers Life Securities. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including individuals, pension plans, government entities, and institutional clients. The firm employs both proprietary and third-party investment strategies, with a focus on asset allocation, due diligence, and access to private investment products.

Christopher Lago is a CFP® professional with 12 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2014. He has been associated with Fifth Third Bank since 2013. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm provides various discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Kendall Guyton Jr. is a Series 66-licensed financial advisor at Citigroup Global Markets with two years of industry experience. His prior roles include positions at Merrill, Bank of America, and PNC Bank. 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 utilizes multi-asset, multi-manager strategies with internal oversight and incorporates both discretionary and non-discretionary models, serving a broad client base including high-net-worth and ultra-high-net-worth individuals.

Courtney Lach is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds a Series 66 designation and has 12 years of industry experience, including her tenure at Morgan Stanley since 2014. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and institutions. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management consulting, utilizing a range of strategies and an internal trading desk to support its advisors and clients.

Deborah Feldman is a CFP® professional with 28 years of industry experience. She has worked at Hightower Advisors since 2017 and previously spent 11 years at Leonetti & Associates, LLC. Feldman is based in Buffalo Grove, IL. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory model emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

Danuta Durkiewicz is a CFP® with 10 years of industry experience, currently serving as a financial advisor at PNC Wealth Management. Her prior work includes roles at MissionSquare Investment Services, Bank of America, Merrill, and Fifth Third Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio option that employs algorithm-driven risk assessment and third-party-managed investment models.

Nicholas Swan is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has been with the firm since 2026. Prior to his advisory role, he was involved in various community church organizations from 2007 to 2025. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment strategies through fee-based wrap programs and financial planning services, supported by several hundred advisors and tens of billions in assets under management.

Arthur Reich is a financial advisor with Transamerica Financial Advisors in Oakbrook Terrace, IL, holding Series 63 and Series 65 licenses and with 28 years of industry experience. His background includes roles at several firms such as Medico Insurance Company, Travel Guard International, and World Financial Group. He has also been involved in insurance sales and ownership of Wellington Group of Illinois LLC. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement plan services to a diverse client base including individuals, retirement plans, trusts, and businesses. The firm employs a model portfolio and third-party manager approach, supported by a large advisor network and multiple program platforms.

Brandon Karam is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2024. Prior to his current role, he has experience with the New York Racing Association and has a background that includes several years related to Syracuse University and Saratoga Central Catholic. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, with advisory teams tailoring strategies using proprietary research, tax-aware techniques, and a range of service platforms integrated within the broader Goldman Sachs ecosystem.

David Israel is a financial advisor at Mesirow Financial Investment Management, Inc. with 26 years of industry experience. He has been with Mesirow Financial since 1999 and holds the Series 63 and Series 65 designations. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to private individuals, pension and profit-sharing plans, government entities, charitable organizations, and other institutional clients. The firm employs both third-party managers and proprietary private investment products and applies quantitative and qualitative due diligence across various asset classes, including mutual funds, equities, fixed income, ETFs, and alternative investments.

Daniel Kaspari Jr. is a financial advisor at Mesirow Financial Investment Management, Inc. with 26 years of industry experience. He has been with Mesirow Financial since 2006 and holds Series 63 and Series 65 designations. Mesirow Financial Investment Management, Inc. provides discretionary and non-discretionary investment management and financial planning to a diverse client base, including individuals, pension plans, government entities, and charitable organizations. The firm employs a comprehensive investment process involving asset allocation, due diligence across various securities, and access to proprietary private investment products and third-party managers.