Steven Block is a ChFC® credentialed financial advisor with 17 years of industry experience, currently affiliated with Eagle Strategies (NY Life). He also operates Blockwall Strategies, Inc., a business involved in selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm primarily manages assets on a non-discretionary basis and offers tailored advisory solutions integrated with New York Life insurance and annuity products.

Michael Tantillo is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has been with both Guardian Life and Park Avenue Securities since 2009. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, supported by proprietary and third-party platforms, along with access to insurance products and alternative investments through its affiliation with Guardian Life.

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.

Norman Janis is a financial advisor with Eagle Strategies (NY Life) based in Deerfield, IL. He holds a Series 66 designation and has 20 years of industry experience. Since 2014, he has also served as a youth ice hockey coach for the Glenview Stars Hockey Organization. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and plan sponsors. The firm offers financial planning, investment management, and retirement-plan advisory services, with a focus on tailored recommendations and non-discretionary asset management within an integrated New York Life affiliate structure.

Dennis Zaslavsky is a financial advisor with Clearstead and holds a Series 65 designation. He has two years of industry experience and has worked at Clearstead Advisors since 2025. Prior to that, he was with Waveland Family Office and Waveland Investments, where he spent over two decades. Since 2024, he has served as a Director on the Audit Committee for the Cion Grosvenor Infrastructure Fund. Clearstead serves affluent private clients and institutional investors, providing investment management, financial planning, tax planning, family office administration, and consulting services. The firm employs institutional investment disciplines and offers a range of portfolios including mutual funds, ETFs, alternative investments, and a proprietary Direct Indexing strategy.

Megan Bauman is a financial advisor at William Blair with 13 years of industry experience. She holds Series 63 and Series 66 designations and has been with William Blair since 2013. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension funds, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and offers proprietary models alongside access to private funds and co-investment opportunities.

Todd Oldham is a CFP® with 21 years of industry experience, currently affiliated with Eagle Strategies (NY Life) in Deerfield, IL. He has been with Eagle Strategies since 2009 and previously worked at Oakwell Financial Partners from 2017 to 2019. Outside of financial advising, he is also a practicing physician. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, operating within the integrated New York Life affiliate structure.

Thomas Sabatini is a financial advisor at Steward Partners Investment Advisory, LLC with two years of industry experience. He holds the Series 66 designation and previously worked at Alliance Bernstein and Raymond James & Associates. Sabatini is based in Winnetka, Illinois. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, providing a range of investment advisory, financial planning, and managed account solutions.

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.

Anna Kurzydlo is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. She holds a Series 66 designation and has been with Goldman Sachs and its affiliates since 2022. Outside of her advisory role, she has been involved with Swimmers for Life since 2014. Goldman Sachs Wealth Services serves a diverse client base that includes individual investors, corporate participants, executives, and institutional clients. The firm provides tailored financial planning and portfolio management supported by strategic allocation models, manager selections, and a range of fee and platform options, leveraging the broader Goldman Sachs ecosystem for expanded product access and specialized services.

Christian Waite is a financial advisor at William Blair with 25 years of industry experience. He has been with William Blair since 2016 and holds Series 63 and Series 65 licenses. 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 various asset classes and provides access to proprietary models, private funds, and co-investment opportunities.

John Lafferty Jr. is a financial advisor at William Blair with 19 years of industry experience. He holds the Series 65 credential and previously worked at Segall Bryant & Hamill for 19 years and Corient Services LLC. 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 active, research-driven management across multiple asset classes and provides proprietary models and private investment opportunities.

Bilal Hamideh is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 credential and two years of industry experience. His background includes roles at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., where he has also managed a team of insurance agents and been involved in licensing and training. Outside of advisory services, he is an insurance representative working with Medicare-related health plans through Blue Cross Blue Shield of Illinois. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with 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 portfolio management strategies to client goals and risk tolerances.

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.

Anthony Cogan is a financial advisor at William Blair with 13 years of industry experience. He holds a Series 66 designation and has been with William Blair since 2013. 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 emphasizes active, research-driven management across multiple asset classes and provides proprietary model portfolios and access to private funds through its integrated platform.

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.

Alexander Gracanin is a financial advisor at Mesirow Financial Investment Management, Inc. with credentials including Series 63 and Series 66 licenses. He has experience at JPMorgan Chase Bank NA and JPMorgan Securities LLC, and has held roles outside of finance including involvement with Avli Restaurant. 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 combines quantitative and qualitative due diligence and offers access to proprietary private investment products as well as third-party managers.

Christopher Glass is a financial advisor at William Blair with 23 years of industry experience. He has been with William Blair & Co., L.L.C. since 2002 and holds the Series 66 designation. 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 equities, fixed income, and alternative strategies, and provides proprietary models and access to private funds and co-investment opportunities.

Sandra Gentry is a financial advisor with Bankers Life Advisory Services, Inc. She holds a Series 65 designation and has five years of industry experience. She has worked at Bankers Life Advisory Services since 2020 and has been with Bankers Life & Casualty since 2014. In addition to her advisory role, she serves as a unit field trainer agent for Bankers Life and Casualty. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions.