Luke Wolchuk is a financial advisor with SPC based in Chicago, IL, holding a Series 66 designation and four years of industry experience. He has worked at Sigma Planning Corporation since 2022 and previously at Dwayne Johnson & Associates and CNH Industrial. Outside of advisory services, he is a partner in a CPA and tax preparation practice where he assists with tax return preparation and electronic submissions. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a team of over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary investment management tailored to client needs.

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.

Steven Josephson is a financial advisor at Bankers Life Advisory Services, Inc. in Chicago, IL, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bankers Life Advisory Services and Bankers Life Securities since 2017, following a 12-year tenure at Harris Investor Services, Inc. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment approach.

Joseph Cheop is a financial advisor at William Blair with 26 years of industry experience. He has been with William Blair And Company, L.L.C. since 2004. His credentials include 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 emphasizes active, research-driven management across multiple asset classes and provides proprietary models and access to private funds and co-investment opportunities.

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.

Michael Bryan is a financial advisor at Mesirow Financial Investment Management, Inc. with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Mesirow Financial since 2006. Outside of his advisory role, he operates a tax preparation practice as a sole proprietor. 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 charitable organizations. The firm employs quantitative and qualitative due diligence across various asset classes and offers access to proprietary private investment products and affiliated feeder funds.

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 four years of industry experience. She holds a Series 66 designation and has worked at William Blair since 2021, following a prior role at American Commercial Bank & Trust. She is based in Chicago, IL. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, including high-net-worth clients, as well as foundations, pension, and corporate clients. The firm employs active, research-driven management across various asset classes and provides proprietary models and access to private funds through its integrated platform.

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 worked at firms including Wasmer, Schroeder & Company, Cincinnati Asset Management, LPL Financial, Wells Fargo Clearing, and Prudential Equity Group. He has been with Cerity Partners since 2021. Cerity Partners serves a broad client base including high-net-worth individuals, families, institutions, and business entities, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services, combining quantitative screening, manager selection, and direct security selection with access to alternative and private market solutions and affiliated business offerings.

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.

Benjamin Johnson is a financial advisor at Corient with 21 years of industry experience. He holds the CFA® designation and Series 63 license. His prior work includes roles at Summit Trail Advisors LLC, Barclays Capital Inc., and Lehman Brothers Inc. 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 corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and employs risk management tools and continuous portfolio monitoring.

Kevin Torres is a financial advisor at Bankers Life Advisory Services, Inc. with six years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including J.P. Morgan Securities LLC and Monere Investments, Inc. in roles spanning from 2019 to the present. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals, risk tolerances, and time horizons.

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.

Daniel Maxwell is a financial advisor at William Blair with a Series 66 designation and six years of industry experience. He has worked at William Blair since 2021, following roles at Valic Financial Advisors, Fischer Investment Group, Inc., and during his time at the University of Notre Dame. 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 management approach across equities, fixed income, and alternative strategies, and offers proprietary models and access to private funds and co-investment opportunities.

Joseph Pucci Jr is a financial advisor at William Blair with 21 years of industry experience. He holds a Series 66 designation and has worked at William Blair since 2018, following a 12-year tenure at Sanford C. Bernstein. 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 uses an active, research-driven approach across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds through its MB Investments Program.

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.