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.

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.

John Smith is a CFP® professional with 25 years of industry experience. He has worked at Balasa Dinverno Foltz LLC for 22 years prior to his current roles at Corient and its affiliates since 2022. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and alternative investments when appropriate.

Richard Stanfel is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at &PARTNERS. He previously held roles at Wells Fargo Advisors and Wells Fargo Clearing. Stanfel also manages a personal condominium and a family limited partnership that owns real estate holdings. &PARTNERS serves a diverse client base including individuals, institutions, and charitable organizations, offering investment management, financial and tax planning, and retirement consulting. The firm employs a range of analytical approaches and utilizes both proprietary and third-party strategies, with services delivered through a dual-registered advisory and broker-dealer platform.

Maria Fessler is a financial advisor with Ameritas Advisory Services, LLC and holds Series 63 and Series 66 designations. She has 28 years of industry experience, including prior roles at Mass Mutual Investors Services, MetLife Securities, Wells Fargo Clearing, and Old Mutual Capital. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and consulting services, utilizing model portfolios, mutual funds, ETFs, interval funds, and individualized strategies across multiple program platforms.

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.

Bilal Hamideh is a Series 66 licensed financial advisor with Bankers Life Advisory Services, Inc. He has two years of industry experience and has held roles at several affiliated entities including Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. Outside of advisory work, he manages a sales team and is involved in training and supervising agents in insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management along with retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management consistent with clients’ goals and risk tolerances.

David Lewitas is a financial advisor with United Planners Financial Services of America, holding Series 65 and Series 63 credentials and bringing 22 years of industry experience. His work history includes roles at United Planners Financial Services since 2020, Cutrera Financial since 2018, and ProEquities Inc from 2017 to 2020. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, and trusts. The firm delivers advisory services through independent representatives and utilizes a variety of custodians and third-party managers, with a notable emphasis on non-discretionary account management.

Cara Ryadi is a CFP® with 15 years of industry experience, currently serving as a financial advisor at William Blair since 2017. She holds the Series 66 designation and is based in River Forest, IL. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients, utilizing active, research-driven strategies across multiple asset classes.

Jacob See is a financial advisor at NewEdge Advisors with three years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, Napa Auto Parts, North Central College, and Hampshire High School. Outside of advising, he provides tax preparation and accounting support through Midwest Small Business Accounting and Tax. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers comprehensive portfolio management, financial planning, retirement consulting, and access to third-party managers through multiple program structures supported by centralized due diligence and technology tools.

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 three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC. Outside of finance, he has experience in the restaurant industry, having worked 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 range of clients including private individuals, pension plans, government entities, and charitable organizations. The firm employs both third-party managers and proprietary private investment products, applying quantitative and qualitative due diligence across various asset classes and specialized strategies.

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.

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.

Michael Lawrence is a CFA® charterholder with five years of experience at Carson Wealth and its affiliated entities. Prior to joining Carson Wealth, he worked at Chicago Equity Partners for 23 years. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to oversee model portfolios and providing tailored solutions including custom indexing and access to alternative investments.