Kelsey Stella is a financial advisor at William Blair with 11 years of industry experience. She holds the Series 66 designation and has been with William Blair since 2014. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm uses an active, research-driven approach across multiple asset classes and provides access to proprietary models and private investment opportunities.

Ronadev Mitra is a financial advisor at William Blair with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with William Blair since 2014. Outside of his advisory role, he is a member of Cornerstone Angels, an angel investing network based in Chicago, where he contributes time monthly. William Blair’s Private Wealth Management division serves individuals, foundations, pension, and corporate clients through discretionary and non-discretionary investment management and financial planning. The firm employs an active, research-driven approach across multiple asset classes and offers proprietary models and private fund access to its clients.

Richard Leake is a CFP® with eight years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. His prior roles include positions at Falcon Wealth Planning, Vantage Point Financial, Cadence Planning, and several other financial firms. Based in Chicago, IL, Leake holds the Series 66 designation. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients such as retirement plans and endowments. The firm employs a Partner-led team structure with a centralized Investments Department, emphasizing asset allocation and manager due diligence, and offers a range of services including discretionary and non-discretionary portfolio management, financial planning, and family office services.

Julian Bell is a CFP® with four years of industry experience and is currently an advisor at Hightower Advisors in Chicago. Prior to joining Hightower in 2025, he worked at Plante Moran Financial Advisors from 2019 to 2025. Hightower Advisors provides investment advisory and planning services to a diverse clientele, including individuals, institutional investors, and charitable organizations. The firm emphasizes multi-manager solutions and proprietary research in portfolio construction, offering a range of discretionary and non-discretionary services tailored to various client needs.

Susan Wolfe is a financial advisor at Focus Partners Wealth, LLC with 30 years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes 25 years at Merrill, followed by roles at Sanctuary Advisors, Telemus Capital, and Kovitz Investment Group Partners before joining Focus Partners Wealth in 2026. Focus Partners 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.

Margaret Miller is a financial advisor at William Blair with three years of industry experience. She holds a Series 66 designation and has worked at William Blair since 2021, following a period at American Commercial Bank & Trust. William Blair’s Private Wealth Management division serves individuals, foundations, pension, and corporate clients with discretionary and non-discretionary investment management, financial planning, and wealth services. 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.

Roger Smithberg is a CFP® with 36 years of industry experience. He has been with Sanctuary Advisors, LLC since 2015 and also has longstanding involvement with Sanctuary Securities, Inc. since 1998. Based in Chicago, IL, Smithberg holds Series 63 and Series 65 designations. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations through over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, and retirement plan consulting, employing a variety of investment approaches and acting as a fiduciary when under written advisory agreements.

Christopher Brathwaite is a financial advisor at William Blair with 27 years of industry experience. He has been with William Blair & Co LLC since 2010 and holds Series 63 and Series 65 credentials. 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 and offers a range of proprietary models and access to private funds and co-investments.

Eric Kuehl is a financial advisor at Cerity Partners LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wasmer, Schroeder & Company, LLC, and Cincinnati Asset Management Inc. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors, advising on approximately $126.9 billion in assets. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and private market programs for qualified clients.

James Allen is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2020. His prior roles include positions at David A. Noyes & Co. / Sanctuary Securities, Inc., Citigroup Global Markets, and Citicorp Investment Services. Outside of his advisory work, he volunteers as a caucus member for the Village of Glencoe, IL, assisting in candidate selection for local library and park district boards. Oppenheimer is a registered investment adviser and broker-dealer that serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment programs and retirement services, providing advisory solutions that include discretionary and non-discretionary management, strategic asset allocation, and tailored consulting engagements.

Sean Lawless is a financial advisor at Equity Services, Inc. in Chicago, IL. He holds a Series 66 designation and has been in the industry since 2025. Lawless also has a background in education, having been affiliated with DePauw University, Lake Forest College, and New Trier High School since 2016. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and combines long-term investment strategies with options for shorter-term trading and specialized instruments.

Joseph Chmiel is a financial advisor at Creative Planning with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Transamerica Investors Securities Corporation and Diversified Investors Securities Corp. prior to joining Creative Planning. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and integrated retirement plan services.

Shannon Stevens is a financial advisor at Hightower Advisors in Chicago, IL, holding a Series 65 designation. She has five years of experience in the industry, previously working at Trust Company of Illinois and First Midwest Bank. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm emphasizes multi-manager solutions, manager selection, and uses both affiliated and third-party managers to deliver customized portfolio management and financial planning.

Timothy Mc Govern is a financial advisor at Lincoln Investment with five years of industry experience. He holds a Series 66 credential and has previously worked at J. McGovern & Associates and Hiscox. Outside of his advisory role, he is involved in managing a rental property. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm combines advisor-led consulting with model portfolio management and third-party manager access, supported by an in-house Investment Management & Research team.

Kollin Schaudt is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds the Series 66 designation and has worked previously at Northern Trust Bank, Northern Trust Securities, and SagePoint Financial. His background also includes positions at Wintrust Bank and roles outside finance at Iowa State University, Peach and Green, and Fareway Stores, Inc. Citigroup Global Markets serves individual and institutional clients, offering investment advisory programs, broker-dealer execution, and custody services across a range of wealth segments. The firm employs multi-asset, multi-manager strategies and maintains unique market roles including acting as a swap dealer and futures commission merchant.

Mark Ziehr is a CFA® charterholder with 18 years of industry experience. He is currently with Corient in Chicago, where he has worked since 2024. Prior to joining Corient, he spent 16 years at Frontegra Strategies, LLC and 18 years at Frontier Partners, Inc. Ziehr serves as a public trustee for the Elmhurst Fireman's Pension Plan, assisting with plan administration and pension benefits for injured firefighters. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach with both in-house and third-party strategies, incorporating risk management tools and alternative investments where appropriate.

Kristian Malcontento is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds a Series 66 designation and has worked previously at firms including J.P. Morgan Securities, U.S. Bancorp Investments, and Merrill. Outside of his advisory roles, he was involved with The Whiskey Hound from 2022 to 2025. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by extensive in-house research and a variety of proprietary oversight processes.

Thomas Morin is a Series 66-licensed financial advisor at Equity Services, Inc. with six years of industry experience. He previously worked at RSM US LLP and Illinois State University. Morin is also involved as an insurance agent and manages his own financial firm, Morin Financial LLC. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a diverse client base including individuals, corporations, and charitable organizations. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, combining long-term investment strategies with options for shorter-term trading.

Jake Clemens is a CFP® and CFA® with eight years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2021, and previously was at Beacon Trust from 2017 to 2020. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation, manager selection, and proprietary quantitative screens to build client portfolios and offers a range of services including financial planning, retirement plan consulting, and access to alternative and private-market investments.

Raymond Dubeau is a financial advisor at CIBC Private Wealth Advisors, Inc. with 22 years of experience in the industry. He has been with CIBC Wood Gundy and CIBC Private Wealth since 2004 and holds the Series 65 designation. CIBC Private Wealth Advisors provides investment advisory and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines in-house investment expertise with external managers to offer customized portfolios, model portfolios, and managed account programs, including options strategies and Family Office services for complex client needs.