Kathryn Kennedy is a CFP®-designated financial advisor with 26 years of industry experience, currently serving at Cerity Partners LLC since 2014. Her prior roles include positions at Barclays Capital Inc., Lehman Brothers Inc., and Goldman Sachs Wealth Services. She is a trustee for the estate of E. Jane Williams and serves as a director for the Chicago Foundation for Women. Cerity Partners advises a diverse client base including individuals, families, trusts, charitable institutions, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services with an investment approach centered on client-specific profiles, combining quantitative and discretionary strategies alongside access to alternative and private market solutions.

Matthew Leuer is a financial advisor at William Blair with a Series 66 designation and two years of industry experience. Prior to joining William Blair, he worked at Hudl and held positions at the University of Nebraska-Lincoln and Marmion Academy. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs active, research-driven management across multiple asset classes and offers proprietary models and access to private funds and co-investment opportunities.

David Kuzia is a financial advisor at William Blair with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including OppenheimerFunds Distributor, Inc., Advisors Asset Management, Inc., Raymond James & Associates, and Carillon Tower Advisers, Inc. 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 equities, fixed income, and alternative strategies, providing proprietary models and access to private funds through its MB Investments Program.

Mark Sudderberg is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and possessing 42 years of industry experience. He previously worked at First Heartland Capital, Inc. for 21 years and at Clear Perspective Advisors for four years. Based in Chicago, IL, Sudderberg has a long tenure in financial advisory roles. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual investors, institutional clients, and various organizational entities. The firm utilizes a multi-manager approach, combining affiliated and third-party managers, and offers services ranging from portfolio management to retirement plan consulting.

Francis Murphy III is a Series 66-licensed financial advisor with Hightower Advisors in Chicago, Illinois. He has 19 years of industry experience and has been with Hightower Advisors since 2010. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and financial institutions. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Laura Macias is a financial advisor at William Blair with 19 years of industry experience. She holds a Series 66 designation and has been with William Blair & Company since 2006. Based in Chicago, IL, she is part of a team of 322 advisors at the firm. 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 active, research-driven management across equities, fixed income, and alternative strategies, offering proprietary models and access to private funds and co-investment opportunities.

Aaron Royce is a financial advisor at FIFTH THIRD SECURITIES, Inc. with two years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior work includes roles at Fifth Third Bank, Equitable Advisors, AXA Advisors LLC, and Compass Group USA. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account Program and utilizes third-party portfolio managers, providing clients access to various investment strategies and risk-profile-based program selection.

Chad Starkovich is a Series 65-licensed financial advisor with CIBC Private Wealth Advisors, Inc., based in Chicago, IL. He has 18 years of industry experience, including prior roles at Geneva Advisors and CIBC Private Advisers, Inc. Outside of his advisory work, he serves as a soccer referee for the Tri Cities Soccer Association. CIBC Private Wealth Advisors provides investment advisory and wealth management services to a diverse client base, including individuals, families, trusts, and investment companies. The firm combines internal investment teams with external managers and offers customized portfolio management, financial planning, and coordinated Family Office services.

Cody Roberts is a CFP® with six years of industry experience, currently serving as a financial advisor at William Blair in Chicago. He has been with William Blair since 2019 and previously worked 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, and pension and corporate clients, utilizing active, research-driven strategies across multiple asset classes.

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.

Phillip Weinstein is a financial advisor with Farther, holding Series 63 and Series 66 credentials and 19 years of experience in the industry. His prior work includes sixteen years at Edelman Financial Engines, as well as roles at Chase Investment Services Corp., Wells Fargo Investments, Llc, and CUSO Financial Services, L.P. Outside of advisory work, he owns and manages a real estate investment property. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, utilizing proprietary models, algorithmic rebalancing, and a range of investment vehicles including ETFs, mutual funds, equities, and fixed income.

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.

Mark Hofstetter is a Certified Financial Planner (CFP®) with 36 years of industry experience. He is currently with Concurrent Investment Advisors, LLC and has previously worked at firms including Purshe Kaplan Sterling Investments, Next Retirement Solutions, Raymond James Financial Services, Wells Fargo Advisors, and A. G. Edwards & Sons. Outside of his advisory work, he is a paid performing musician through his part-time involvement with And Beyond LLC. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, families, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a broad network of approximately 286 advisors.

Christopher Fabian is a financial advisor at Mesirow Financial Investment Management, Inc. He holds a Series 66 designation and has six years of prior experience at Cambridge Associates before joining Mesirow in 2024. He also worked at Christopher Newport University for four years. Mesirow Financial Investment Management’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to private individuals, institutional clients, and government entities. The firm uses an investment approach that includes setting asset allocation targets, due diligence across a range of asset classes, and may utilize third-party sub-advisors and proprietary private investment products.