Kelsey Stella is a financial advisor at William Blair with 11 years of industry experience. She holds the Series 66 designation and has been with William Blair since 2014. William Blair’s Private Wealth Management division offers 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 provides access to proprietary models and private investment opportunities.

Ronadev Mitra is a financial advisor at William Blair with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with William Blair since 2014. Outside of his advisory role, he is a member of Cornerstone Angels, an angel investing network based in Chicago, where he contributes time monthly. William Blair’s Private Wealth Management division serves individuals, foundations, pension, and corporate clients through discretionary and non-discretionary investment management and financial planning. The firm employs an active, research-driven approach across multiple asset classes and offers proprietary models and private fund access to its clients.

Steven Josephson is a financial advisor at Bankers Life Advisory Services, Inc. in Chicago, IL, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bankers Life Advisory Services and Bankers Life Securities since 2017, following a 12-year tenure at Harris Investor Services, Inc. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment approach.

Joseph Cheop is a financial advisor at William Blair with 26 years of industry experience. He has been with William Blair And Company, L.L.C. since 2004. His credentials include Series 63 and Series 65 licenses. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm emphasizes active, research-driven management across multiple asset classes and provides proprietary models and access to private funds and co-investment opportunities.

Adria Siewert is a ChFC® and Series 66 credentialed advisor with 18 years of industry experience. She has been with Wealth Enhancement Advisory Services, LLC and its affiliated entities since 2013, and previously worked at LPL Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by quantitative and fundamental research and a structured rebalancing process.

Michael Bryan is a financial advisor at Mesirow Financial Investment Management, Inc. with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Mesirow Financial since 2006. Outside of his advisory role, he operates a tax preparation practice as a sole proprietor. 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 charitable organizations. The firm employs quantitative and qualitative due diligence across various asset classes and offers access to proprietary private investment products and affiliated feeder funds.

Julian Bell is a CFP® and Series 65 credentialed advisor with four years of industry experience. He has worked at Hightower Advisors since 2025 and previously held roles at Plante Moran Financial Advisors and Plante Moran. His background also includes experience outside of financial services. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a variety of portfolio construction options including mutual funds, ETFs, alternative investments, and custom indexing.

Susan Wolfe is a financial advisor at Focus Partners Wealth, LLC with 29 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Merrill for 25 years before joining several firms including Sanctuary Advisors, Telemus Capital, and Kovitz Investment Group Partners. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies along with a range of affiliated private and registered funds.

Margaret Miller 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, following a period at American Commercial Bank & Trust. William Blair’s Private Wealth Management division serves individuals, foundations, pension, and corporate clients with discretionary and non-discretionary investment management, financial planning, and wealth services. The firm employs an active, research-driven approach across equities, fixed income, and alternative strategies, offering proprietary models and access to private funds and co-investment opportunities.

Roger Smithberg is a CFP® with 36 years of industry experience. He has been with Sanctuary Advisors, LLC since 2015 and also has longstanding involvement with Sanctuary Securities, Inc. since 1998. Based in Chicago, IL, Smithberg holds Series 63 and Series 65 designations. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations through over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, and retirement plan consulting, employing a variety of investment approaches and acting as a fiduciary when under written advisory agreements.

Christopher Brathwaite is a financial advisor at William Blair with 27 years of industry experience. He has been with William Blair & Co LLC since 2010 and holds Series 63 and Series 65 credentials. William Blair’s Private Wealth Management division provides discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across equities, fixed income, and alternative strategies and offers a range of proprietary models and access to private funds and co-investments.

Eric Kuehl is a financial advisor at Cerity Partners LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wasmer, Schroeder & Company, LLC, and Cincinnati Asset Management Inc. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors, advising on approximately $126.9 billion in assets. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and private market programs for qualified clients.

James Allen is a CFP® with 32 years of experience in the financial industry. He has worked at Oppenheimer since 2020, following roles at David A. Noyes & Co. / Sanctuary Securities, Inc. and Citigroup Global Markets. Outside of his advisory work, he volunteers as a caucus member for the Village of Glencoe, IL, participating in the selection of library and park district candidates. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation along with various investment vehicles to meet client objectives.

Sean Lawless is a financial advisor at Equity Services, Inc. in Chicago, IL. He holds a Series 66 designation and has been in the industry since 2025. Lawless also has a background in education, having been affiliated with DePauw University, Lake Forest College, and New Trier High School since 2016. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and combines long-term investment strategies with options for shorter-term trading and specialized instruments.

Kevin Torres is a financial advisor with Bankers Life Advisory Services, Inc. in Chicago, IL, holding Series 66 and Series 63 licenses and bringing six years of industry experience. His prior employment includes roles at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Monere Investments, Inc. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and ongoing portfolio management aligned with clients’ goals and risk profiles.

Joseph Chmiel is a financial advisor at Creative Planning with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Transamerica Investors Securities Corporation and Diversified Investors Securities Corp. prior to joining Creative Planning. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and integrated retirement plan services.

Shannon Stevens is a financial advisor at Hightower Advisors in Chicago, IL, holding a Series 65 designation. She has five years of experience in the industry, previously working at Trust Company of Illinois and First Midwest Bank. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm emphasizes multi-manager solutions, manager selection, and uses both affiliated and third-party managers to deliver customized portfolio management and financial planning.

Daniel Maxwell is a financial advisor with William Blair in Chicago, IL, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Valic Financial Advisors and Fischer Investment Group, Inc., as well as work at the University of Notre Dame. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, and institutional clients, using an active, research-driven approach across multiple asset classes and providing access to proprietary models and private investment opportunities.

Joseph Pucci Jr is a financial advisor at William Blair with 21 years of industry experience. He holds a Series 66 designation and has worked at William Blair since 2018, following a 12-year tenure at Sanford C. Bernstein. 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 uses an active, research-driven approach across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds through its MB Investments Program.

Kollin Schaudt is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds the Series 66 designation and has worked previously at Northern Trust Bank, Northern Trust Securities, and SagePoint Financial. His background also includes positions at Wintrust Bank and roles outside finance at Iowa State University, Peach and Green, and Fareway Stores, Inc. Citigroup Global Markets serves individual and institutional clients, offering investment advisory programs, broker-dealer execution, and custody services across a range of wealth segments. The firm employs multi-asset, multi-manager strategies and maintains unique market roles including acting as a swap dealer and futures commission merchant.