David Engle is a financial advisor at Mesirow Financial Investment Management, Inc. with 23 years of industry experience. He has been with Mesirow since 2004 and holds a Series 66 designation. Engle serves on the Board of the University of Illinois College of Business Alumni Association. Mesirow Financial Investment Management’s Wealth Management division provides both discretionary and non-discretionary investment management and financial planning services to private individuals, institutional clients, and government entities. The firm employs a structured investment process including Investment Policy Statements, asset allocation targets, and due diligence across various asset classes, offering access to third-party managers as well as proprietary private investment products.

Steven Mesirow is a financial advisor with Mesirow Financial Investment Management, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has been with Mesirow Investment Services Inc. since 1992 and Mesirow Financial, Inc. since 1991. Outside of his advisory role, he is a Senior Managing Director at Knowbituary, a software subscription startup. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning for a range of clients including individuals, pension plans, government entities, and institutional clients. The firm employs both proprietary private investment products and third-party managers and conducts quantitative and qualitative due diligence to construct portfolios aligned with client investment policies.

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.

Paul Blumberg is a financial advisor with Mesirow Financial Investment Management, Inc. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. He has been with Mesirow Financial, Inc. since 1993 and with Mesirow Investment Services, Inc. since 1983. He serves as a director for the nonprofit organization I Have a Dream. 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 institutional clients. The firm employs an investment approach that includes creating Investment Policy Statements, setting asset allocation targets, and conducting due diligence across various asset classes, while offering access to both third-party managers and proprietary private investment products.

Sandra Nies is a financial advisor at Fifth Third Securities, Inc. with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Huntington National Bank, Park Avenue Investment Advisory, and BMO Harris Financial Advisors. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and multiple platform partnerships.

Kimberly Petricca is a financial advisor with Mesirow Financial Investment Management, Inc. She holds Series 63 and Series 66 licenses and has 19 years of industry experience. Her prior roles include positions at Alera Investment Advisors, LLC, Triad Advisors, Inc., and GCG Financial LLC. Mesirow Financial Investment Management, Inc.’s Wealth Management division offers discretionary and non-discretionary investment management and financial planning to a diverse client base, including individuals, pension and profit-sharing plans, government entities, and institutional clients. The firm employs a comprehensive investment process that includes setting asset allocation targets, applying due diligence across various asset classes, and utilizing both proprietary and third-party investment products.

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.

Daniel Dolgin is a financial consultant with Kestra Advisory Services, holding a Series 66 designation and eight years of industry experience. He has worked at Kestra Investment Services and Kestra Advisory Services since 2020 and previously at First Allied Advisory Services and Safecor Health. In addition to his advisory roles, Dolgin serves as Vice President of Life at Associated Agencies, managing life, disability, and long-term care insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, employee education, and access to multiple management platforms, serving clients that include large institutional investors such as sovereign wealth funds.

Robert Martin is a financial advisor with Mesirow Financial Investment Management, Inc. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Martin 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 private individuals, institutional clients, and government entities. The firm employs a disciplined investment process, including the preparation of Investment Policy Statements and due diligence across various asset classes, and offers access to proprietary private investment products and third-party managers.

Darren Fabric is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His prior work includes roles at Level Four Advisory Services and LPL Financial. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm provides discretionary investment management, financial planning, family office, and retirement plan advisory services, offering customized portfolios with a long-term approach and oversight of third-party managers.

Thomas Buhrmann is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked previously at Kovitz Investment Group Partners, LLC and Strategic Wealth Partners Group LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies along with private and registered funds.

James Hammack is a ChFC® credentialed financial advisor with nine years of industry experience. He is currently with William Blair and has previously worked at InterOcean Capital Group, InterOcean Capital, 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, and corporate clients, employing an active, research-driven approach across various asset classes and providing access to proprietary models and private investment opportunities.

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.

Jason Petitte is a CFA® charterholder with 22 years of industry experience. He is currently with NorthCoast Asset Management LLC and has previously worked at Kovitz Investment Group Partners, LLC, and Kovitz Securities, LLC. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations through a quantitative and systematic investment approach. The firm offers a broad range of strategies including separately managed accounts, private credit, private equity, and private real estate interval funds.

Clint Fyffe is a CFP® with 15 years of industry experience, currently serving at Mesirow Financial Investment Management, Inc. since 2007. He holds a Series 63 designation and is based in Highland Park, IL. 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 government entities. The firm employs a comprehensive investment process that includes setting asset allocation targets, due diligence on various asset classes, and access to proprietary private investments and third-party managers.

Alan Abramson is a financial advisor with Mesirow Financial Investment Management, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience, including 31 years at Mesirow Financial. Mesirow Financial Investment Management’s Wealth Management division offers discretionary and non-discretionary investment management and financial planning services to 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, employing a disciplined investment process that includes setting asset allocation targets and performing due diligence across a diverse set of asset classes.

Sarah Lall is a financial advisor at Fifth Third Securities, Inc. with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fifth Third Securities since 2014. 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 options, including direct indexing and tax-overlay services, and operates as a wholly owned subsidiary of Fifth Third Bank.

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.