Nancy Ladd is a CFP®-designated financial advisor with 22 years of industry experience. She currently works at Hightower Advisors and has previously been employed at The Mather Group, Trinity Financial Advisors, Filbrandt Investment Advisers, and Harrisdirect. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through its network of Advisor Practices. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and a variety of investment vehicles.

Brett Thelander is a financial advisor with Rockefeller Financial LLC based in Chicago, IL. He holds Series 63 and Series 65 licenses and has 32 years of industry experience, including 27 years at Merrill. 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 portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer offering securities transactions, insurance products, and investment banking through a Private Advisor model and a consolidated investment platform.

Wesley Barnes is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Mariner since 2025. He previously worked at Hightower Advisors and Hightower Securities, LLC from 2008 to 2022 and served in the United States Marine Corps Reserves from 2011 to 2017. Outside of his advisory role, Barnes is involved in managing a group of doughnut franchise locations and serves on the board of United Way Northwest Indiana. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through comprehensive investment management, financial planning, and retirement consulting. The firm emphasizes discretionary, customized portfolios overseen by an Investment Committee, integrating in-house research with third-party managers, and offers distinctive tax, accounting, and administrative CFO services.

Maria Burger is a financial advisor with First Command Advisory Services in Oak Brook, IL, holding a Series 66 designation and eight years of industry experience. She has been affiliated with First Command and related entities since 2017 and is the business owner of MVB Financial Services, LLC. Burger also serves as president and board member of the West Point Society of Chicago, a nonprofit supporting the United States Military Academy, admissions, and alumni. Additionally, she provides consulting services to chemical and manufacturing companies through the Gerson Lehrman Group. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers, using a disciplined manager selection process and established platforms for portfolio administration and custody.

Alexander Kapusta is a Series 65-licensed advisor with Mariner, bringing four years of industry experience. His prior roles include positions at Horizon Wealth Management and Kam's, as well as work with Butterfield Country Club and the United States Soccer Federation. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations through investment management, financial planning, and retirement consulting. The firm combines in-house research with third-party manager access and offers integrated tax, family office, and financial wellness services alongside traditional portfolio management.

Zachary Bindler is a financial advisor at Cresset Asset Management, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at Cresset since 2018, previously spending four years at New Market Wealth Management, LLC. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction tailored to client objectives, employing both active and passive strategies alongside third-party managers.

James Hamman is a financial advisor with William Blair, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with William Blair & Company L.L.C. since 1997. William Blair’s Private Wealth Management division offers 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 proprietary models and access to private funds through its MB Investments Program.

Kristie Elstrom is a financial advisor with Bankers Life Advisory Services, Inc. in Chicago, IL. She holds Series 63 and Series 66 licenses and has 28 years of industry experience, including roles at Bankers Life Securities and Harris Investor Services. Outside of her advisory work, she is a landlord. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through 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 manage portfolios aligned with clients’ goals and risk tolerances.

Jennifer Heid is a financial advisor at First Command Advisory Services with 16 years of industry experience. She holds Series 63 and Series 66 designations and has been with First Command in various capacities since 2010. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects and manages model portfolios and third-party managers.

Jon Tyson is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL, with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Atlantic Trust Investment Advisors, Gnv Advisors, LLC, and Geneva Investment Management of Chicago, LLC. Tyson has been with CIBC Private Wealth Advisors since 2017. CIBC Private Wealth Advisors provides investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a disciplined investment process involving an internal team, relationship managers, and committees to create customized portfolios, utilizing both proprietary and external strategies, including options hedges and structured notes.

Clarence Darrow is a financial advisor at William Blair with a Series 66 designation and two years of industry experience. His prior work includes roles at Heartland Advisors, Inc., Marquette Associates, Madison Investments, UMB Fund Services, Alpha Investment Consulting Group, and Marquette University. 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 proprietary models and access to private funds and co-investment opportunities.

Ann Marie Cudzilo is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her career includes roles at Transamerica Capital, Inc., Diversified Investors Securities Corp., and First Command Financial Planning. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers comprehensive financial planning and various wrap-fee asset management programs that utilize model portfolios and third-party managers selected by an internal Investment Management Team.

Michael Hellen is a financial advisor at Mesirow Financial Investment Management, Inc. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at DePaul University and Options Clearing Corporation. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to private individuals, pension and profit-sharing plans, government entities, charitable organizations, and other institutional clients. The firm employs both third-party managers and proprietary private investment products, with an emphasis on asset allocation, due diligence across diversified investment types, and access to affiliated feeder funds.

Evelin Freytas is a financial advisor with Eagle Strategies (NY Life) based in Chicago, IL, holding Series 63 and Series 65 licenses and having 15 years of industry experience. She has worked with New York Life Insurance Company and related entities since 2009 and currently operates Mastermind Wealth Strategies LLC. Freytas serves as President and Advisory Board member of the Ecuadorian Volunteers Association (EVA), a nonprofit focused on education, social, and health programs in Ecuador. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutional investors, and corporate clients. The firm offers a range of program types emphasizing tailored advice and manages assets primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Jordan Sheiner is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL. He has been with CIBC Private Wealth Management since 2017 and previously worked at Geneva Advisors, LLC. CIBC Private Wealth Advisors offers investment advisory and wealth management services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines proprietary and external management with a governance structure to deliver customized portfolios and manages approximately $67.8 billion in assets with 175 advisors.

Jon Henderson is a CFA® charterholder with 25 years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. since 2018. Prior to joining CIBC, he worked at Atlantic Trust for 13 years. He is a Co-Trustee of several Horton Trusts, including Family Trusts and Charitable Remainder Trusts, a role he has held since 2011. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers a comprehensive investment process involving internal teams and committees, delivering customized portfolios and specialized strategies, and manages approximately $67.8 billion in assets with 175 advisors.

Andrew Zogby is a financial advisor at William Blair in Chicago, IL, holding a Series 66 designation with one year of industry experience. Prior to joining William Blair, he has held roles at Miami University John E. Dolibois European Center and Lou Malnati's Corporate Office. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients, utilizing an active, research-driven approach across multiple asset classes.

Joseph Quartey Jr. is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. Prior to joining Citigroup in 2013, he worked at AllianceBernstein L.P. and Wells Fargo Clearing. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles.

Bradley Buening is a financial advisor at First Command Advisory Services with Series 63 and Series 65 licenses and three years of industry experience. He served in the United States Air Force from 2001 to 2023 before transitioning to roles within First Command, including insurance, advisory, and brokerage services. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing centralized portfolio management and prescreened third-party managers within an employee-owned structure.

Franklin Montes is a financial advisor at Corient based in Chicago, IL, holding a Series 65 designation. He joined Corient in 2025 after completing his studies at the University of Wisconsin - Madison. 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 investment approach that combines in-house strategies with third-party manager solutions and incorporates risk management tools and alternative investments where appropriate.