Cody Roberts is a CFP® and holds a Series 66 license with six years of experience at William Blair & Company, where he has worked since 2019. Prior to joining William Blair, he spent four years at Hobart and William Smith Colleges. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients. The firm emphasizes active, research-driven management across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Simone Bolden is a Series 66-licensed financial advisor with two years of industry experience, currently affiliated with Private Advisor Group, LLC. Her prior work includes roles at MAP Wealth Management and LPL Financial, as well as entrepreneurial experience running Lola Beans Coffee. She has also held positions in education and retail sectors. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement consulting. The firm employs a fiduciary-based advisory model and provides access to proprietary and third-party managed account solutions.

John Conway is a financial advisor at Focus Partners Wealth, LLC with 28 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Kovitz Investment Group Partners, LLC, Kovitz Securities, LLC, and Rothschild Investment LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Kwasi Maafoh is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. His prior roles include positions at Buckingham Strategic Wealth, LLC, Creative Planning, Inc., and TrueWealth, LLC. He previously worked at Atlanticus Holdings Corporation and spent four years at the University of Georgia. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Michael Wrocenski is a financial advisor with Hightower Advisors in Chicago, IL, holding a Series 66 designation and three years of industry experience. He has worked at Hightower Advisors since 2022 and previously was associated with EFG Advisors and held roles outside the financial industry, including operating a business called FlyHigh Bounce House Rentals. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s advisory model focuses on manager selection and multi-manager solutions, offering access to affiliated and third-party managers, along with proprietary research and various investment vehicles.

Jake Faucett is a CFP® professional with five years of industry experience. He has worked at Moneta Group Investment Advisors, LLC since 2022 and previously was employed at Creative Planning, Inc. and Ernst & Young, LLP. He is based in Chicago, IL. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, and family office services. The firm uses a Partner-led team structure supported by centralized investment processes and offers specialized services for clients with complex needs.

Arthur Paterson Jr. is a financial advisor at William Blair with 23 years of industry experience. He holds the Series 66 designation and has worked at William Blair since 2017. Prior to that, he was employed at Bank of America, N.A. and Merrill. 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 employs an active, research-driven approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Kenneth Rosenbaum is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2009, following nine years at Citigroup Global Markets. Rosenbaum serves as trustee for his parents' trust accounts. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of advisory programs, combining discretionary and non-discretionary services across equity, balanced, and fixed-income portfolios.

Gregory Gregory is a CFP® and holds the Series 66 designation, with 13 years of experience in the financial industry. He has worked at Hightower Advisors since 2021 and previously spent eight years at Clear Perspective Advisors and Ausdal Financial Partners. He is based in Chicago, 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, utilizing affiliated and third-party managers, proprietary research, and a variety of investment vehicles including mutual funds, ETFs, and alternative investments.

Christopher Fabian is a financial advisor at Mesirow Financial Investment Management, Inc. with Series 66 credentials and experience dating to 2018. Prior to joining Mesirow in 2024, he worked at Cambridge Associates for six years and held a position at Christopher Newport University from 2014 to 2018. Mesirow Financial Investment Management’s Wealth Management division offers discretionary and non-discretionary investment management and financial planning services to individuals, pension plans, government entities, charitable organizations, and institutional clients. The firm employs a combination of proprietary and third-party investment products, applying both quantitative and qualitative due diligence in portfolio construction.

Alexandria Dotson is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 credentials and 11 years of industry experience. She has worked at PNC Investments since 2016 and at PNC Bank from 2016 to 2018. Outside of her advisory role, she has been involved as a property owner-landlord. PNC Wealth Management offers retail brokerage and advisory services, including a model-based digital discretionary portfolio program available by invitation to employees. The firm’s approach uses algorithm-driven risk assessment and approved model strategies managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Mark Tyszkiewicz is a financial advisor with TIAA-CREF in Chicago, IL, holding Series 63 and Series 66 designations and 18 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors, U.S. Bank, and BMO Harris Financial Advisors. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with ties to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm operates an advisory model that distinguishes between point-in-time planning services and ongoing discretionary management through managed account programs.

Hollis Herman is a financial advisor with Oppenheimer in Chicago, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. His career includes roles at firms such as RBC Capital Markets Corp, Ameriprise Financial Services, and LPL Financial. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory strategies spanning equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Robert Wolchuk is a financial advisor with SPC in Chicago, Illinois, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Sigma Financial Corporation since 2011. In addition to his advisory work, Wolchuk provides tax preparation, accounting, and bookkeeping services through his CPA practice. SPC serves individual clients, charitable organizations, corporations, and retirement plans with a range of portfolio management, financial planning, and ERISA-related services. The firm combines discretionary and nondiscretionary management approaches and supports co-advisor relationships with third-party managers while maintaining formal compliance and succession protocols.

Charles Kaufmann is a financial advisor at Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has been with the firm since 2026. His prior experience includes roles at Bella Via Restaurant and Meadows Golf Course. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and 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.

Baili Roy is a CFP® with nine years of industry experience, currently advising at Corient in Chicago, IL. Prior to joining Corient, Roy worked at Balasa Dinverno Foltz LLC for six years. Roy serves as the Director of Education for the Financial Planning Association of Illinois and volunteers as a financial mentor for young adults at 3rd Decade. Corient provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that integrates proprietary and third-party strategies with risk management tools and may include alternative investments where appropriate.

Clarissa Jugo is a CFP® professional with five years of industry experience, currently with Focus Partners Wealth, LLC since 2026. Her prior experience includes roles at Kovitz Investment Group Partners, LLC and Goldman Sachs Ayco Personal Financial Management. She also has background involvement with nonprofit theater organizations in Chicago. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Donald Yeomans is a financial advisor at William Blair with 14 years of industry experience. He holds the CFA® designation and Series 66 license. Yeomans has been with William Blair since 2017, with a one-year period of extended travel prior to joining the firm. 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 employs an active, research-driven approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Nicholas Hunt is a CFP® and Series 66 credentialed advisor at Oppenheimer with 11 years of industry experience. He has been with Oppenheimer since 2014. Based in Chicago, IL, he serves clients through an enterprise firm with a broad service offering. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a variety of investment and consulting services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Javier Vega is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with The Huntington Investment Company and has prior experience at The Huntington Private Bank, Byline Bank, and Charles Schwab. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services. The firm uses an open-architecture investment model that combines third-party sub-managers and affiliate offerings, providing a range of wrap-fee programs and portfolios managed through various strategies.