Maninder Lail is a financial advisor at Rockefeller Financial LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank, N.A. and Rest Management Group, LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

Clayton Balko is a financial advisor at Rockefeller Financial LLC with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and Mesirow Financial Investment Management. Balko is based in Chicago, IL. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, operating under a Private Advisor model with an integrated investment platform that includes equities, fixed income, and alternatives.

John Serna is a financial advisor with Citigroup Global Markets in Chicago, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering diversified investment advisory programs and execution services. The firm combines large institutional scale with specialized market roles, implementing multi-asset, multi-manager strategies through discretionary and non-discretionary approaches.

Molly Carl is a CFA® charterholder based in Chicago, IL, currently with Corient. She has five years of industry experience and has worked at Northern Trust and Gofen and Glossberg, L.L.C. prior to her current role. Corient provides investment advisory and financial planning services to a broad 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 investment approach combining internally managed strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Michael Denton is a CFP® with seven years of industry experience currently serving at Corient in Chicago, IL. His prior roles include positions at Balasa Dinverno Foltz LLC and Baker Tilly Virchow Krause LLP. Corient provides investment advisory and financial planning services to a diverse client base ranging from individuals and high-net-worth clients to corporate entities and charitable organizations. The firm uses a goals-based, team investment approach with a combination of in-house strategies, third-party managers, and specialized affiliate services, including private fund platforms and trust offerings.

Jennifer Gartenberg is a financial advisor with Mesirow Financial Investment Management, Inc. in Chicago, IL, holding a Series 66 designation and bringing 12 years of industry experience. She has been with Mesirow Financial since 2014. Mesirow Financial Investment Management’s Wealth Management division provides investment management and financial planning services to private individuals, institutional clients, and government entities. The firm employs both proprietary and third-party investment products, using diversified asset allocation strategies and quantitative and qualitative due diligence.

Gary Pattengale is a CFP® professional with 24 years of industry experience. He is currently with Mesirow Financial Investment Management, Inc. and previously worked at Balasa Dinverno Foltz LLC and Corient Services LLC. Mesirow Financial Investment Management’s Wealth Management division provides investment management and financial planning services to a diverse client base including private individuals, pension plans, government entities, and institutional clients. The firm employs a disciplined process involving Investment Policy Statements, asset allocation targets, and due diligence across various asset classes, while offering access to proprietary private investment products and third-party managers.

Walter Gondeck Jr. is a financial advisor with Hightower Advisors in Chicago, IL, holding a Series 66 designation and 22 years of industry experience. He has been with Hightower Securities, LLC and Hightower Advisors since 2012. Outside of his advisory role, he is the CEO of Asphalt Plus, a pavement company, serves as a shareholder in O.B. Tools, a medical device firm, and participates on the committee of Doctors Direct Insurance, Inc. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm focuses on manager selection and multi-manager solutions, utilizing affiliated and third-party managers alongside proprietary research to construct portfolios that may include mutual funds, ETFs, and alternative investments.

Eileen Carraher is a financial advisor at William Blair with Series 63 and Series 65 credentials and 32 years of industry experience. She has been with William Blair & Co LLC since 2009. 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 and co-investment opportunities.

Mark Joslyn is a financial advisor at Equity Services, Inc. with eight years of industry experience. He holds a Series 66 credential and has worked at firms including Cambridge Investment Research and Wealth Planners, LLC. Outside of his advisory role, he serves as a co-trustee on a family inheritance trust. 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 employs multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading and specialized instruments.

John Bowers is a financial advisor at Rockefeller Financial LLC with five years of industry experience. He holds the Series 66 designation and previously worked at Merrill and Bank of America, N.A. before joining Rockefeller Financial. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines a Private Advisor model with a consolidated investment platform that offers discretionary and non-discretionary portfolio management, financial planning, and brokerage services, including access to alternative investments and affiliated trust and insurance capabilities.

Thomas Hynes is a financial advisor at Mesirow Financial Investment Management, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Mesirow Financial, Inc. since 1997, including three years at Mesirow Institutional Investment Management, Inc. prior to the current role. Mesirow Financial Investment Management’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to a range of clients, including private individuals, pension plans, government entities, and institutional clients. The firm employs a structured investment approach that includes developing Investment Policy Statements, setting asset allocation targets, conducting due diligence, and managing proprietary strategies and feeder funds in real estate and private equity.

Mark Reynolds is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2005. Prior to that, he worked at Morgan Stanley Dw Inc. and Banc One Securities Corporation. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, including high net worth clients, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services that include strategic and tactical asset allocation, manager selection, and periodic portfolio reviews, delivered through both discretionary and non-discretionary approaches.

Brian Twohig is a financial advisor at Valic Financial Advisors with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Enterprise, Prudential Insurance Company of America, Pruco Securities, LLC., and Thrivent Financial. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and consulting services through a large network of advisors and implements discretionary unified managed accounts using Envestnet’s platform and third-party model managers.

Nicholas Kerger is a CFP® with 10 years of industry experience currently with Corient in Chicago, IL. His work history includes roles at Balasa Dinverno Foltz LLC and CIPW Service Company, LLC prior to joining Corient. Outside his advisory duties, he mentors young adults through 3rd Decade, providing financial planning guidance. Corient offers investment advisory and financial planning services to a diverse client base, employing a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and customized asset allocation. The firm also provides specialized services through affiliates, including family office and private fund management.

David Kasperek is a financial advisor at William Blair in Chicago, IL, holding a Series 66 designation with 22 years of industry experience. He has been with William Blair since 2006 and previously worked at Morgan Stanley Dw Inc. from 2004 to 2005. Outside of his advisory work, he is a co-owner and co-founder of Primo Ventures LLC, a small internet t-shirt company. 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, private fund access, and co-investment opportunities.

Timothy Dunneback is a CFP®-certified financial advisor at Equity Services, Inc. in Chicago, IL, with 22 years of industry experience. He has been with Equity Services and National Life Group for the past 10 years, where he also sells insurance products including disability, fixed annuities, life, accident, health, and Medicare insurance. 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, utilizing third-party asset managers and model portfolios that combine long-term strategies with options for shorter-term trading, and serves clients through both discretionary and non-discretionary programs.

Bryan Jost is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds a Series 66 designation and has worked at Citi Private Bank since 2022. His prior roles include positions at Equitable Advisors and Axa Advisors. 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 employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

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.