Eric Eimen is a financial advisor at William Blair with five years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining William Blair in 2022, he worked at BMO Private Bank from 2011 to 2022. William Blair’s Private Wealth Management division offers 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 clients access to proprietary models, third-party sub-managers, and private investment opportunities.

Quinn Schneider is a financial advisor at Beacon Pointe Advisors, LLC with six years of industry experience. He holds a Series 65 credential and has previously worked at Altavista Wealth Management Inc. and Mission Health. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive investment strategies across public and private asset classes.

Dominic Defazio is a CFP® with 20 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2011. He is also the owner of Aqua Body Floats, a business focused on designing upholstery for recreational activities. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs with features such as direct indexing and tax-overlay services, distinguishing itself through its municipal-advisor registration and affiliation with Fifth Third Bank.

Jennifer Merida is a financial advisor at Empower Advisory Group with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including 818 Capital Group, Money Concepts Capital Corp., ADP, and BMO Harris Financial Advisors. Outside of her advisory role, she is a 2% owner and performs back-office work for Kaidence Chiropractic & Wellness, a business owned by her husband. 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 clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and participant savings rates.

Michael Williams is a CFP® and CFA® with 28 years of experience in the financial industry. He has been with MAI Capital Management, LLC since 2021 and previously worked at Cetera Financial Specialists LLC and Hochman Cole Financial Services, Inc. MAI Capital Management, LLC offers discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and provides customized portfolio management across various strategies, integrating financial planning and other services to meet client objectives.

Janice Carlisle is a financial advisor at Money Concepts Capital Corp with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Money Concepts since 2005. In addition to her advisory role, she sells Medicare supplement insurance through various carriers. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, advisor-designed strategies, and third-party sub-advisers, applying fundamental and technical analysis along with modern portfolio theory.

Robert Weis is a CFP® with 32 years of industry experience. He is currently with &Partners, joining the firm in 2024 after previous roles at Wells Fargo Advisors and Wells Fargo Clearing. Weis is also president of Robert Weis Wealth Management Services, Ltd., an entity he uses to manage office expenses for his practice. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and ERISA consulting, employing a range of analysis techniques and combining proprietary and third-party strategies.

Mariusz Niedbalec is a financial advisor at William Blair with 26 years of industry experience. He holds the Series 66 designation and has been with William Blair & Company since 2005. William Blair’s Private Wealth Management division offers 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, providing proprietary models and access to private funds and co-investment opportunities.

Brent Griffin is a financial advisor at Concurrent Investment Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including Edward Jones, Merrill Lynch, and JP Morgan Securities. Outside of advising, he is the owner of The Soap Boxx Company, which holds his household product invention, and serves as a board member for the Legacy Reentry Foundation. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, families, trusts, businesses, and retirement plans. The firm emphasizes customized, primarily long-term investment portfolios and offers a range of wealth management and financial planning services supported by affiliations with sub-advisors and integrated platform solutions.

Sarah Tobolski is a CFA® charterholder with eight years of industry experience. She has worked at William Blair since 2017 and previously spent three years at DiMeo Schneider. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients. The firm applies active, research-driven management across multiple asset classes and provides proprietary models and access to private funds and co-investment opportunities.

Sandra Nies is a financial advisor at Fifth Third Securities, Inc. with eight years of industry experience. She holds Series 63 and Series 65 licenses. Her prior roles include positions at Huntington National Bank, Park Avenue Investment Advisory, River Street Advisors, Old Second National Bank, and BMO Harris Financial Advisors. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers various managed account programs on the Passageway platform, utilizing multiple third-party portfolio managers and strategies such as SMA, tax-overlay, and direct indexing.

John Rousos is a financial advisor at TLG Advisors, Inc. with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Highland Capital Brokerage and Investacorp Advisory Services. He is also involved in wholesaling and insurance-related activities through FSG. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Lucas Weis is a CFP® and holds a Series 66 license with nine years of industry experience. He is currently with &PARTNERS and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. &PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and ERISA 3(21) consulting, utilizing a mix of fundamental, technical, and quantitative analysis through discretionary and non-discretionary account management.

George Yost is a financial advisor at &PARTNERS with a Series 66 designation and four years of industry experience. His prior roles include positions at Merrill, BANK of AMERICA, N.A., Old National Bank, and LPL Financial. Yost served in the United States Marine Corps for two years. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services using a mix of fundamental, technical, and quantitative strategies, with both discretionary and non-discretionary account management.

James Hammack is a ChFC® credentialed financial advisor at William Blair with nine years of industry experience. Prior to joining William Blair in 2024, he worked at InterOcean Capital Group, LLC and InterOcean Capital, LLC, as well as Kestra Advisory and NFP Corporate Services. 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 employs active, research-driven management across multiple asset classes and provides proprietary models, third-party sub-advisory options, and access to private fund investments.

Annette Hammortree is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been associated with Guardian Life Insurance Company and Park Avenue Securities since 2005. Outside of her advisory role, she serves as a board member for PACT, Inc. and Lifes Plan Inc., organizations focused on support and trustee services for people with disabilities. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage, advisory, and financial planning services. The firm employs a range of investment strategies through proprietary and third-party portfolios and provides various account-level services such as lending solutions and donor-advised fund options.

Dean Rattin is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with PNC Investments since 2009. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a discretionary digital offering available by invitation to employees. The firm’s investment strategies use approved models managed by PNC or third-party strategists, with implementation via mutual funds and ETFs and a risk-assessment approach driven by an algorithmic questionnaire.

Hayley Block is a financial advisor at Mercer Global Advisors Inc. with four years of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial, Wealth Enhancement Advisory Services, and Charles Schwab. She also serves as a consultant on industry trends for firms including Prosapient Ltd., AlphaSights Ltd., and Gerson Lehrman Group Inc. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management.

Anastasia Tashlitsky is a Series 66-licensed financial advisor at &PARTNERS with four years of industry experience. She has worked at &PARTNERS since 2024 and previously held positions at Wells Fargo Advisors, Merrill Lynch, and Wells Fargo Clearing. Outside of her advisory role, she is a landlord. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutions. The firm offers investment management and financial planning through a combination of proprietary and third-party strategies, with services delivered on both discretionary and non-discretionary bases.

Jennifer Tontillo is a financial advisor at TIAA-CREF with 18 years of industry experience. She holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, operating within a vertically integrated group that includes affiliated funds.