Micah Lucas is a financial advisor at Corient in Chicago, holding a Series 65 credential with less than one year of industry experience. Prior to joining Corient, he was employed at Summit Financial Strategies and worked in educational roles at The Ohio State University, Wheaton North High School, and Franklin Middle School. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team-oriented investment approach that incorporates in-house strategies alongside third-party manager solutions and specialized services such as family office and corporate trustee offerings.

Nicholas Virgl is a financial advisor at Equity Services, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked with National Life Group. Equity Services, Inc. provides financial planning, consulting, and asset management to a broad client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Peter Wahlstrom is a CFA® charterholder and holds a Series 63 license, with two years of industry experience. He is currently with Mesirow Financial Investment Management, Inc., where he has worked since 2023. Prior to that, he spent seven years at Front Barnett Associates. Mesirow Financial Investment Management, Inc.’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 integrates quantitative and qualitative due diligence in portfolio construction and offers access to both third-party managers and proprietary private investment products.

Ellie Johnson is a financial advisor with Mercer Global Advisors Inc. in Chicago, holding a Series 66 credential and possessing two years of industry experience. Prior to joining Mercer, she worked at Robert W Baird & Co. Outside of finance, she has experience with STARS Family Services and other diverse roles in retail and hospitality. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm emphasizes globally diversified, risk-appropriate portfolios grounded in Modern Portfolio Theory, utilizing low-cost ETFs, index funds, and specialized investment programs.

Colleen Dwyer is a CFP® with seven years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2020. Prior to joining Hightower, she worked at Private Vista, LLC and Aon. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, with an emphasis on manager selection and multi-manager solutions that incorporate both affiliated and third-party managers, as well as proprietary research and a variety of investment vehicles.

David Cox is a financial advisor with Hightower Advisors in Chicago, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He worked at Wayne Hummer Investments L.L.C. for 22 years before retiring briefly and then joining HighTower Advisor, LLC in 2018. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory model focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with portfolio construction that includes mutual funds, ETFs, alternative investments, and custom indexing.

Jonathan Hylton is a CFP®-designated financial advisor with over 25 years of industry experience. He has worked at HighTower Advisors since 2021 and previously spent a decade at Ausdal Financial Partners, Inc. and Clear Perspective Advisors. Outside of advisory work, he also operates as an independent contractor involved in life insurance and fixed annuity sales. HighTower Advisors serves individual and institutional clients through a network of advisor practices, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach emphasizes manager selection and multi-manager solutions, incorporating both affiliated and third-party managers with access to mutual funds, ETFs, alternative investments, and custom indexing.

Samuel Cooper is a financial advisor at William Blair in Chicago, holding a Series 66 designation. He joined William Blair in 2025 and has prior experience with the AVID College Readiness Program. 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 various asset classes and provides proprietary models and access to private funds through its MB Investments Program.

Walter Brown is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at Citigroup Global Markets. His prior roles include positions at Triad Advisors, Alera Investment Advisors, and Securian Financial Services. Outside of his advisory work, he co-owns rental multifamily properties managed by a third party. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and utilizes both discretionary and non-discretionary approaches, catering to diverse client needs including high-net-worth and ultra-high-net-worth individuals.

Michael Morcos is a financial advisor at Hightower Advisors with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Hightower since 2021. Prior to this, he spent 10 years at both Ausdal Financial Partners, Inc. and Clear Perspective Advisors, LLC. Morcos serves as a director and member of the board of advisors for the Dunham Fund, a private foundation based in Aurora, Illinois. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm utilizes a multi-manager approach with both affiliated and third-party managers and offers discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.

Boyd Klingler is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at B. Riley Wealth Management and B. Riley Wealth Advisors. Klingler is based in Chicago, IL. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation with a range of investment strategies, and acts as a qualified custodian for client assets.

Luke Bowyer is a financial advisor with Empower Advisory Group in Chicago, IL, holding Series 66 and Series 63 licenses and 4 years of industry experience. His prior work includes roles at GWFS Equities, Inc., Alico Family Golf, and the Golf Club of The Everglades. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, delivering an integrated model linked to Empower’s recordkeeping and administrative platforms.

Charles Dale Jr. is a CFA® charterholder with 25 years of industry experience, currently affiliated with CIBC Private Wealth Advisors, Inc. in Chicago, IL. He has been with Stein Roe Investment Counsel, Inc. since 2004. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a collaborative investment process that integrates proprietary and external strategies, offering customized portfolios and specialized services such as options hedging and coordinated Family Office support.

Eric Baytala is a financial advisor with Schwab Wealth Advisory in Chicago, IL, holding the CFP® and ChFC® designations and carrying 17 years of industry experience. He has been with Charles Schwab-affiliated firms since 2014, including Schwab Wealth Advisory since 2023. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering services through standardized asset allocation models and Schwab research tools while leaving final trading decisions to clients. The firm operates as an internal advisory unit within the Schwab ecosystem and offers wealth management education along with investment recommendations across a range of securities.

Igor Boyko is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has previously worked at Bank of America and Merrill. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary account that uses algorithm-driven model strategies managed by PNC or third parties, focusing on mutual funds and ETFs with annual rebalancing.

Jacob Linzmeier is a financial advisor at Rockefeller Financial LLC with one year of industry experience. He holds a Series 66 designation and has been with Rockefeller Financial since 2025, following prior roles at Rockefeller Capital Management and academic positions at Loyola University Chicago and Roncalli Catholic High School. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, while also operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and placement and investment banking services.

Tyler Borzak is a financial advisor at Focus Partners Wealth, LLC with prior experience at Kovitz Investment Group Partners, LLC and Harris Associates. He holds a Series 65 designation and serves as a non-compensated board member for Pine Tree. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses, employing a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies within an enhanced open architecture framework.

Clinton Barber is a financial advisor at Corient with 10 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Corient, Barber worked at Guggenheim Funds Distributors, LLC and Eaton Vance Distributors, Inc. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and includes monitoring through advanced risk management tools.

Steven Schoneman is a CFA® charterholder with 18 years of industry experience, currently serving as an advisor at Cerity Partners LLC. He has been with HPM Partners LLC since 2010. Cerity Partners is an SEC-registered investment adviser that serves a diverse client base including individuals, families, trusts, corporations, and institutional investors, managing approximately $126.9 billion in assets as of December 31, 2024. The firm provides 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 periodic rebalancing.

Michael Stone is a financial advisor at Equity Services, Inc. in Chicago, IL, holding the ChFC® designation and Series 63 license with 39 years of industry experience. He has been with Equity Services, Inc. since 1986. In addition to his advisory role, Stone is an agent for several insurance companies through Lakeshore Financial Group, where he sells life, disability, and health insurance products. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.