Joseph Andre is a financial advisor with Mesirow Financial Investment Management, Inc., holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. He has worked at Mesirow Financial since 2018 and previously held roles at U.S. Bancorp Investments and Bankers Life Securities. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including individuals, pension plans, government entities, and institutional clients. The firm employs both proprietary and third-party investment strategies, with a focus on asset allocation, due diligence, and access to private investment products.

Mark Lockyer is a financial advisor with PNC Wealth Management, holding CFP® certification and multiple securities licenses, with 14 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and operating his own firm, Lockyer Investments LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven risk assessment to implement investments via approved model strategies.

Benjamin Oxley is a financial advisor at William Blair with a Series 66 designation and three years of industry experience. His career includes roles at William Blair since 2018 and prior positions at Colliers International, Aon Risk Solutions, Duke Realty, and Northwestern 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 clients with access to proprietary models, third-party sub-managers, and private investment opportunities.

Amber Sutton is a financial advisor at Fifth Third Securities, Inc. with 14 years of industry experience. She holds Series 63 and Series 65 registrations and has worked at Fifth Third Securities and Fifth Third Bank since 2018. Prior to that, she was with NYLIFE Securities LLC and New York Life Insurance Company from 2014 to 2018. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs through its Passageway platform, combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, and is noted for its municipal-advisor registration and affiliation with Fifth Third Bank.

David Israel is a financial advisor at Mesirow Financial Investment Management, Inc. with 26 years of industry experience. He has been with Mesirow Financial since 1999 and holds the Series 63 and Series 65 designations. 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 and applies quantitative and qualitative due diligence across various asset classes, including mutual funds, equities, fixed income, ETFs, and alternative investments.

Ryan Fuell is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses. His prior work experience includes roles at Fifth Third Bank, Home Depot, the University of Iowa, and Joanie's Pizzeria of Long Grove. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individual, charitable, corporate, and institutional clients. The firm combines multiple managed-account options with unique features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Daniel Kaspari Jr. is a financial advisor at Mesirow Financial Investment Management, Inc. with 26 years of industry experience. He has been with Mesirow Financial since 2006 and holds Series 63 and Series 65 designations. Mesirow Financial Investment Management, Inc. provides discretionary and non-discretionary investment management and financial planning to a diverse client base, including individuals, pension plans, government entities, and charitable organizations. The firm employs a comprehensive investment process involving asset allocation, due diligence across various securities, and access to proprietary private investment products and third-party managers.

John Reakes is a CFP® professional with 19 years of experience in the financial services industry. He currently works at &PARTNERS and has held previous roles at Old National Bank, LPL Financial, First Midwest Bank, J.P. Morgan Securities, and Uvest Financial Services Group. &PARTNERS serves a diverse client base including individuals, institutions, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and ERISA consulting, using a combination of proprietary and third-party strategies with ongoing portfolio monitoring.

John Mcchesney is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Churchill Management Group, Charles Schwab, TD Ameritrade, Zacks Investment Management, and Morgan Stanley. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Adam Goldman is a financial advisor at Mesirow Financial Investment Management, Inc. with 39 years of industry experience. He has been with Mesirow Financial since 2000. Outside of his advisory role, he serves as president of The James M. Gartenberg Memorial Scholarship Fund and holds board positions with several nonprofit organizations, including Sukkat Shalom synagogue, Roger Williams University, Earl Monroe New Renaissance Basketball School, and Briarwood Country Club. Mesirow Financial Investment Management, Inc. offers discretionary and non-discretionary investment management and financial planning to a diverse client base, including individuals, pension plans, government entities, and charitable organizations. The firm employs a combination of quantitative and qualitative due diligence to construct portfolios and provides access to proprietary private investment products and third-party managers.

Mark De Merritt is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Hornor Townsend And Kent, Inc. since 2005. Outside of advisory services, he is also involved in life insurance brokerage. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, managing over $8 billion in discretionary assets and offering both discretionary and non-discretionary account options.

Steven Perlman is a financial advisor with Mesirow Financial Investment Management, Inc. in Highland Park, IL, holding Series 63 and Series 65 registrations and bringing 32 years of industry experience. He has been with Mesirow Financial since 1993. Outside of his advisory role, he serves as Vice President of Pearl Motors, Inc., where he is involved in selling and financing used cars. Mesirow Financial Investment Management, Inc.’s Wealth Management division 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 both proprietary and third-party investment strategies across multiple asset classes and manages affiliated feeder funds investing in institutional real estate and private equity master funds.

Cheryl Cabanski is a financial advisor at Mesirow Financial Investment Management, Inc. with 23 years of industry experience. She holds a Series 66 designation and has been with Mesirow Financial, Inc. since 2008. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including private individuals, pension plans, government entities, and charitable organizations. The firm employs a process involving Investment Policy Statements, asset allocation targets, and due diligence across various asset classes, and offers access to both third-party managers and proprietary private investment products.

Peter Mott is a financial advisor at William Blair with 52 years of industry experience. He holds Series 63 and Series 65 designations and has been with William Blair since 2009. Outside of his advisory role, he serves as the non-executive chairman of ArmaLy Brands, a manufacturer and distributor of household products. William Blair’s Private Wealth Management division provides 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 investment models, private fund access, and co-investment opportunities.

Richard Stanfel is a CFP® professional affiliated with &Partners in Lake Forest, IL, with 16 years of experience in the financial industry. He has worked at Wells Fargo Advisors and its affiliated entities for 13 years before joining &Partners in 2024. Outside of his advisory role, he manages real estate holdings through a personal investment business. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers comprehensive investment management and financial planning services, utilizing both proprietary and third-party strategies with ongoing account monitoring and periodic reviews.

Matthew Palmere is a financial advisor with Fifth Third Securities, Inc. He holds a Series 66 designation and has seven years of industry experience. His prior work includes roles at Fidelity Investments, TD Ameritrade, Bank of America, Merrill, and AT&T. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Brian Waller is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Lake Forest, IL, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His work history includes roles at Fifth Third Bank, VistaNational Insurance Group, Blockwall Strategies, Inc., and New York Life Insurance Company. Fifth Third Securities serves a broad range of individual and institutional clients through investment advisory and brokerage channels, offering multiple program types and third-party portfolio managers via the Passageway Managed Account Program. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Richard Korengold is a financial advisor with Mesirow Financial Investment Management, Inc. He holds Series 63 and Series 65 credentials and has 38 years of industry experience, including 33 years at Mesirow Financial. He serves as Chairman of the Board of Governors for Lake County Partners, a nonprofit focused on business and economic development in Lake County, Illinois. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides both 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 structured investment process that includes policy statement preparation, asset allocation, and due diligence across various asset classes, offering access to proprietary private investment products as well as third-party managers.

David Port is a financial advisor with William Blair, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with William Blair & Company L.L.C. since 1995. 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 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.

William Maniscalco is a financial advisor with Mesirow Financial Investment Management, Inc. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has been with Mesirow Financial since 1998. Maniscalco is a member of the Italian American Chamber of Commerce and the Italian American Political Coalition. Mesirow Financial Investment Management’s Wealth Management division provides investment management and financial planning services to private individuals, pension and profit-sharing plans, government entities, charitable organizations, and institutional clients. The firm utilizes both third-party managers and proprietary private investment products and applies quantitative and qualitative due diligence across various asset classes, including mutual funds, equities, fixed income, ETFs, and alternative investments.