David Brown is a financial advisor with William Blair in Highland Park, IL, holding a Series 66 designation and over 22 years of industry experience. He has been with William Blair and Company, L.L.C. since 2003. William Blair’s Private Wealth Management division provides 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 offers proprietary models alongside access to private funds and co-investment opportunities.

Gabriel Korach is a financial advisor with Mesirow Financial Investment Management, Inc., holding a Series 66 designation and 15 years of industry experience. He has been with Mesirow Financial since 2010. Mesirow Financial Investment Management, Inc.’s Wealth Management division offers discretionary and non-discretionary investment management and financial planning services. The firm serves private individuals, institutional clients, and government entities, using both third-party managers and proprietary private investment products.

Eric Anders is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Gurnee, IL, holding Series 63 and Series 65 credentials and 26 years of industry experience. He previously worked at BMO Harris Financial Advisors, Inc. for 11 years before joining Fifth Third Securities in 2017. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through investment advisory and brokerage services. The firm offers a variety of investment programs via its Passageway Managed Account Platform, utilizing multiple third-party portfolio managers and strategies such as mutual funds, SMAs, tax-overlay services, and direct indexing.

David Dreifuss is a financial advisor at William Blair with 17 years of industry experience and holds a Series 66 designation. He has been with William Blair & Co since 2008. 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 active, research-driven management across multiple asset classes and provides proprietary models and access to private funds through its integrated investment platform.

Louise Ozolins is a financial advisor at &PARTNERS with 15 years of industry experience and holds the Series 66 designation. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a total of 15 years before joining &PARTNERS. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, ERISA 3(21) consulting, and brokerage services. The firm utilizes a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts, with portfolios managed either directly by advisors or third-party managers selected through due diligence.

Ronald Newman is a financial advisor with PNC Wealth Management, holding Series 66 and Series 63 credentials and 20 years of industry experience. His prior roles include positions at Merrill and Bank of America, N.A. He is also a minority owner and consultant at Silver Millennium Publishing, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees that uses approved model strategies managed by PNC or third-party strategists and invests in mutual funds and ETFs with annual rebalancing.

Matthew Bloom is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2013 and 2015, respectively. 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 with comprehensive oversight and maintains unique market roles, including swap dealer and futures commission merchant activities.

Lawrence Lazar is a financial advisor with United Planners Financial Services of America and holds a Series 66 credential. He has 28 years of industry experience, including prior roles at Western International Securities, Kovack Advisors, and Kovack Securities. He is also president and CEO of Lazar Financial, a marketing entity, and works as a realtor in Highland Park, IL. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through independent investment adviser representatives. The firm manages approximately $12.77 billion in assets and offers a combination of advisory and brokerage services with a focus on both discretionary and non-discretionary account management.

Steven Schaumberger is a financial advisor at TLG Advisors, Inc. with 33 years of industry experience. His prior work includes roles at Winged Keel Group, NFP, and The Leaders Group dba Simplicity Investments. He is also actively involved in community and professional organizations, serving as president of the Harvard Business School Club of Chicago and holding board and volunteer roles with several local organizations. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm employs a manager selection and monitoring process grounded in fundamental analysis and Modern Portfolio Theory, offering both sub-advisor managed portfolios and a direct-to-consumer digital program called Starlight Portfolios.

Charles Beech Jr. is a financial advisor at SPC with 24 years of industry experience. He has held positions at SPC and Sigma Financial Corporation since 2006 and previously worked at Morgan Stanley DW Inc. for one year. He holds a Series 66 designation. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored, discretionary investment advice through various account programs.

Melissa Streich is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 18 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 15 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and integrated strategies across affiliated teams, providing access to a wide range of tailored wealth management solutions.

Paul Arnold is a CFA® charterholder with over 20 years of experience in the financial industry. He is currently with Mesirow Financial Investment Management, Inc. and previously worked for Morningstar Investment Management, LLC for 19 years. Mesirow Financial Investment Management, Inc. offers discretionary and non-discretionary investment management and financial planning services to a range of clients including individuals, pension plans, government entities, and charitable organizations. The firm employs a quantitative and qualitative due diligence process across various asset classes and provides access to third-party managers as well as proprietary private investment products.

Robert Wayne is a financial advisor at SPC with 45 years of industry experience. He holds Series 63 and Series 65 designations and has been with Sigma Planning Corp. since 1998 and Sigma Financial Corporation since 1995. Outside of his advisory work, he serves as a commissioner for the Lake Forest Cemetery Commission. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisors. The firm offers portfolio management, financial planning, and ERISA-related retirement services, with an investment approach that emphasizes client suitability and offers both discretionary and nondiscretionary options.

Edna Rachal is a financial advisor with Eagle Strategies (NY Life) based in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked with Eagle Strategies since 2022 and has been affiliated with New York Life entities since 2008. Outside of her advisory role, she serves as president of the Women’s Ministry and co-chair of Women’s Day at St. Paul AME Church. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored advice across multiple program types and manages predominantly non-discretionary assets, particularly focusing on retirement investors and plan sponsors within an integrated New York Life affiliate structure.

Raymond Lombardi is a financial advisor at William Blair with 18 years of industry experience. He holds a Series 66 designation and has been with William Blair & Co since 2006. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and offers proprietary models and access to private funds and co-investment opportunities.

William Kasten is a financial advisor with William Blair, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has been with William Blair & Company L.L.C. since 1997. Outside of his advisory role, he is a principal in a boat and net storage business in West Bend, Wisconsin. 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 proprietary models and access to private funds through its MB Investments Program.

Gregory Hilgenberg is a financial advisor at PNC Wealth Management with 18 years of industry experience. He has been with PNC since 2010 and holds Series 63 and Series 66 licenses. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and primarily invests in mutual funds and ETFs with annual rebalancing.

Laurel Rettig is a financial advisor at Mesirow Financial Investment Management, Inc. with 17 years of industry experience. She holds the Series 66 designation and has been with Mesirow Financial since 2008. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to a broad range of clients, including individuals, pension plans, government entities, and charitable organizations. The firm utilizes 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 feeder funds.

Jonathan Henkels is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and six years of industry experience. His work history includes roles at Savant Wealth Management, The Northern Trust Company, and Beacon Global Advisor Network, among others. Outside of finance, he has been involved with Garfield's Beverage Warehouse and Binny's Beverage Depot. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, utilizing multiple custodial platforms and third-party tools to support portfolio construction and ongoing consulting.

Mark Friese is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 32 years of industry experience. His career includes roles at Ameritas Investment Corp and Ameritas Life Insurance Corp, among others. Outside of advisory work, he is involved in marketing for financial services and manages a recreational water ski lake through a partnership in Liberty Lake, LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and integrates multiple custodial platforms, supported by an Investment Committee and third-party partners for portfolio construction and ongoing consulting.