Jack Miller is a financial advisor at William Blair in Chicago, holding a Series 66 designation with four years of industry experience. Prior to joining William Blair in 2022, he worked at Factset Research Systems and the University of Dayton. 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 emphasizes active, research-driven management across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Ally Becker is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and four years of industry experience. She has worked at Goldman Sachs since 2021 and held positions at AxisU, DoorDash, Mallinckrodt Pharmaceuticals, and other organizations prior to joining the firm. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm employs centralized investment resources and a range of discretionary and non-discretionary managers, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Robert Adorno is a CFP® professional with four years of industry experience, currently with Focus Partners Wealth, LLC. He has previously worked at Kovitz Investment Group Partners, FIDELITY INVESTMENTS, and has a background that includes roles outside finance such as at Amazon and religious organizations. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a tax- and fee-sensitive investment approach combining fundamental and quantitative analysis, offering a broad range of investment and wealth management services through an extensive network of affiliated service companies and product relationships.

Pujan Patel is a financial advisor with Eagle Strategies (NY Life) based in Chicago, IL. He holds Series 63 and Series 66 designations and has three years of industry experience. Prior to his current role, Patel worked at firms including Preqin, J.P. Morgan Securities LLC, and Charles Schwab. He also operates Patel Family Wealth, a business focused on selling New York Life products and services. Eagle Strategies serves a diverse client base including individuals and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across multiple program types and manages a majority of its assets on a non-discretionary basis.

Debra Levy is a financial advisor at Mesirow Financial Investment Management, Inc. in Chicago, IL, holding Series 63 and Series 66 designations with 39 years of industry experience. She has worked at Mesirow Financial since 2016 and previously spent seven years at UBS Financial Services Inc. Mesirow Financial Investment Management, Inc.’s Wealth Management division offers discretionary and non-discretionary investment management and financial planning services to private individuals, pension and profit-sharing plans, government entities, charitable organizations, and institutional clients. The firm combines quantitative and qualitative due diligence across various asset classes and provides access to both third-party managers and proprietary private investment products.

Stephen Bowen is a financial advisor at William Blair in Chicago, IL, holding Series 63 and Series 66 licenses with nine years of industry experience. He worked at Kalmar Investments from 2009 to 2017 before joining William Blair in 2018. 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 asset classes and offers proprietary models and private fund access to its clients.

Amy Travis is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Hightower since 2017, including roles at Hightower Securities LLC and Hightower Advisors LLC, and previously spent nearly two decades with Raymond James Financial Services. Hightower provides investment advisory and planning services to a diverse range of individual and institutional clients, emphasizing manager selection and multi-manager solutions through both affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and access to a variety of investment vehicles, including alternatives and custom indexing.

Ronald Ventura is a financial advisor at Rockefeller Financial LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Rockefeller Capital Management and Morgan Stanley, including Morgan Stanley Private Bank, N.A. Prior to his current role, he spent over a decade at Morgan Stanley in various capacities. 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 a range of portfolio management and financial planning services through a Private Advisor model and a consolidated investment platform, with unique capabilities including broker-dealer registration and involvement in alternative investment placements.

Colbey Olson is a financial advisor at Equity Services, Inc., holding a Series 66 designation. He has approximately one year of industry experience and has held roles at multiple firms including Morin Financial LLC and The INS Companies. 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 a range of advisory platforms and frequently utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Brian Lorber is a financial advisor at Mesirow Financial Investment Management, Inc. based in Chicago, IL. He holds a Series 66 designation and has 15 years of industry experience, including 16 years with Mesirow Financial. 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 governmental entities. The firm employs both third-party managers and proprietary private investment products, applying quantitative and qualitative due diligence across various asset classes and offering access to specialized strategies and affiliated private funds.

Jeffrey Bell is a financial advisor with CIBC Private Wealth Advisors, Inc. and holds a Series 65 designation. He has 31 years of industry experience, having worked at CIBC Wood Gundy - Private Wealth Group since 1995. CIBC Private Wealth Advisors provides investment advisory and wealth management services to a diverse client base, including high net worth individuals, families, trusts, and investment companies. The firm’s investment approach integrates proprietary and external solutions with governance from dedicated committees to deliver customized portfolios and specialized strategies.

Andrew Doten is a CFP® with eight years of industry experience, currently serving as a financial advisor at William Blair. Prior to joining William Blair in 2025, he worked at Fiducient Advisors, Brownson, Rehmus & Foxworth, Urban Financial Advisory, Vivaldi Capital Management, and Lincoln Financial Advisors. 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 an active, research-driven approach across equities, fixed income, and alternative strategies, offering proprietary models and access to private funds and co-investment opportunities.

Louise Lane is a financial advisor at William Blair with Series 63 and Series 65 credentials and 54 years of industry experience. She has been with William Blair & Company L.L.C. since 1984. 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 model portfolios and access to private funds through its MB Investments Program.

Patrick Tobin is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2020. His prior roles include positions at Goldman, Sachs & Co., IMST Distributors, LLC, and Quasar Distributors LLC. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, families, corporations, and institutional investors. 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, emphasizing diversified asset allocation and customized portfolio strategies.

John Connor is a financial advisor at Valic Financial Advisors in Chicago, IL, with 15 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Agia and Fifth Third, among others. Outside of his advisory work, he is involved with non-securities insurance products through an agent position at Agia. Valic Financial Advisors primarily serves U.S. individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and operating at a large scale with over 1,200 advisors.

Isabel Chudzik is a financial advisor with Cresset Asset Management, LLC in Chicago, IL. She holds a Series 66 designation and has 13 years of industry experience. Prior to joining Cresset Asset Management in 2020, she worked at PagnatoKarp Partners, LLC from 2016 to 2020. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and both active and passive strategies across multiple asset classes.

Jeffrey Brown is a CFA® charterholder with 11 years of industry experience. He is currently an advisor at Hightower Advisors in Chicago, IL, having previously worked at Invesco Capital Markets, Inc. and Invesco Distributors, Inc. from 2014 to 2020. Hightower Advisors provides investment advisory and planning services to a diverse client base including individual and institutional investors such as pension plans, charitable organizations, corporations, and insurance companies. The firm’s approach emphasizes manager selection and multi-manager solutions, offering both affiliated and third-party managers along with a variety of investment vehicles and portfolio management features.

Michael Wapner is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and eight years of industry experience. He has worked at Kestra Advisory and Kestra Investment Services since 2017 and previously was with Utopia Green Consulting from 2011 to 2017. Outside of his advisory role, he serves as a member of the Board of Trustees and Board Secretary for Park Ridge Friends of the Parks. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse client base including institutional and individual investors. The firm offers services ranging from fiduciary consulting and plan design to advisor-managed accounts and acts as an ERISA fiduciary where applicable.

Michael Wik is a CFA® credentialed financial advisor with Corient, based in Chicago, IL, and has three years of industry experience. He has previously worked at Matrix Capital Advisors, LLC for over two decades and holds a director and financial consultant role at Town Square Hospice, where he advises on financial statement review and financial reporting. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and customized asset allocation, and offers specialized services through affiliated entities.

Jaimee Farrington is a financial advisor with Hightower Advisors in Chicago, holding a Series 66 designation and 22 years of industry experience. She has previously worked at Morgan Stanley Smith Barney LLC for five years before joining Hightower Advisors in 2020. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes both affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, supported by proprietary research and operational resources.