Marc Lacher is a financial advisor at William Blair in Chicago, IL, holding Series 66, Series 65, and Series 63 licenses with 14 years of industry experience. He has worked at William Blair since 2013 and previously at Ameriprise from 2005 to 2007. 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 follows an active, research-driven approach across multiple asset classes and provides proprietary models and access to private funds and co-investment opportunities.

Esteban Trevino is a financial advisor at Cerity Partners LLC with 13 years of industry experience. He holds the Series 66 designation and previously worked for The Ayco Company, L.P./Goldman Sachs & Co. LLC for 13 years before joining Cerity Partners in 2025. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services with an investment approach focused on client-specific profiles and asset allocation, integrating proprietary quantitative methods, third-party strategies, and direct security selection, along with access to alternative and private market investments for qualified clients.

Victor Sanchez is a financial advisor with William Blair in Chicago, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, Options Clearing Corporation, and the University of Illinois at Chicago. Sanchez has been with William Blair since 2022. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, and institutional clients. The firm employs an active, research-driven approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Alan Kurt is a CFP®, CFA®, and Series 66 registered advisor with 19 years of industry experience. He is currently with Schwab Wealth Advisory, Inc., having joined in 2026. His prior experience includes roles at J.P. Morgan Securities LLC, Chase Investment Services Corp., and UBS Financial Services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset-allocation models and research tools. The firm emphasizes personalized recommendations and client authorization for trades, with a focus on mutual funds, ETFs, SMAs, and alternative investments.

Benjamin Bluman is a CFP® with two years of industry experience, currently serving as a financial advisor at Corient since 2026. Prior to joining Corient, he worked at Vivaldi Capital Management LP for four years and spent eight years in full-time education. 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 employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and utilizes risk management tools and stress testing to align portfolios with client objectives.

Jonathan Doyle is a financial advisor with RBC Rochdale, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been associated with Rim Securities LLC and Rochdale Investment Management LLC since 2010. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment process combining quantitative and fundamental analysis, utilizing proprietary tools and working with third-party sub-advisors to deliver tailored portfolio management and sub-advisory services.

Emily Guglielmo is a financial advisor at William Blair with nine years of industry experience. She holds a Series 66 designation and previously worked at Fidelity Brokerage Services LLC. Her background also includes four years at Butler University. 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 investment approach across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds through its MB Investments Program.

Jesse Stumpf is a CFA® charterholder with 15 years of industry experience. He is currently with Focus Partners Wealth, LLC and has held roles at Kovitz Investment Group Partners, Kovitz Securities, and Goldman Sachs Wealth Services. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, private funds, and various analytical tools within an enhanced open architecture framework.

Thomas Unger is a Series 66-licensed financial advisor with Rockefeller Financial LLC in Chicago, IL, with 15 years of industry experience. He previously worked at UBS Financial Services from 2010 to 2021 before joining Rockefeller Financial in 2021. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, operating uniquely as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking, organized around a Private Advisor model and a consolidated investment platform.

Scott Kriegshaber is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He has been with Citigroup Global Markets since 2007 and holds Series 63 and Series 65 licenses. Citigroup Global Markets serves individual and institutional clients across various segments, including workplace, high-net-worth, and ultra-high-net-worth clients. The firm offers a broad range of investment advisory programs and broker-dealer services, implementing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.

Colleen Lopez is a CFP® professional at Corient with seven years of industry experience. She has worked at Fiducient Advisors LLC and Capstone Financial Advisors before joining Corient in 2026. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party manager solutions and employs risk management tools and continuous portfolio monitoring.

Alexander Benassi is a financial advisor with Truist Advisory Services who holds Series 63 and Series 65 licenses and has 21 years of industry experience. His career includes roles at Wells Fargo Clearing, J.P. Morgan Securities, and Morgan Stanley, among others. Outside of his advisory work, he holds a majority ownership interest in a mixed martial arts training facility in Evanston, Illinois. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate resources.

Mason Petrie is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Buckingham Strategic Wealth, LLC and in real estate sales with RE/MAX Integrity. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, integrating fundamental and quantitative analysis along with specialized portfolio tools.

Michelle Mccabe is a financial advisor with Rockefeller Financial LLC and holds Series 63 and Series 66 credentials. She has 19 years of industry experience, including five years at Merrill and seven years at Rockefeller Financial before continuing with the firm in its current form since 2026. Outside of her advisory role, she manages a rental property jointly owned with her spouse. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, while operating as a registered broker-dealer with a broad range of investment and advisory capabilities organized around a Private Advisor model and a consolidated investment platform.

Charlene Morris is a financial advisor at CIBC Private Wealth Advisors, Inc. with eight years of industry experience. She holds a Series 65 designation and has worked previously at Geneva Advisors, LLC before joining AT Investment Advisers Inc. Outside of her advising role, she is involved in sales of ladies' accessories, including handbags and hats. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies, offering portfolio management, financial planning, and specialized Family Office services. The firm’s investment approach integrates an internal investment team with governance committees to create customized portfolios using proprietary and external strategies, distinguishing itself by higher assets under management per advisor and extensive work with investment company clients.

Stephanie Link is a financial advisor at Hightower Advisors in Chicago, IL, with six years at the firm and a total of seven years in the industry. She holds Series 63 and Series 65 credentials. Prior to joining Hightower, she worked at TIAA CREF/Nuveen for four years. Hightower Advisors offers investment advisory and planning services to a diverse client base including individual investors, pension and profit-sharing plans, charitable organizations, corporations, and institutional clients. The firm’s approach emphasizes multi-manager solutions, proprietary research, and a range of portfolio management options including mutual funds, ETFs, alternative investments, and custom indexing.

Elizabeth Bort is a financial advisor with Bankers Life Advisory Services, Inc. in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has worked at Bankers Life Advisory Services and Bankers Life Securities since 2017 and previously served at BMO Harris Financial Advisors from 2013 to 2017. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, non-discretionary investment consulting, and retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across various securities with a focus on client goals and risk tolerances.

Carlos Cruz is a financial advisor at Rockefeller Financial LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at Riverpoint Wealth Management Holding Co., LPL Financial, and Backstop Solutions Group LLC. Cruz is based in Chicago, IL. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers portfolio management, financial planning, and consulting through a Private Advisor model and an integrated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Cameron Burke is a CFA® charterholder and holds a Series 65 license, currently serving as a financial advisor at Cerity Partners LLC since 2023. He has prior experience with Boston College, the University of Notre Dame, and Northwestern Mutual, as well as five years in full-time education. Based in Chicago, IL, Burke brings a diverse background that includes both financial services and academic roles. Cerity Partners advises a wide range of clients, including high-net-worth individuals, families, institutions, and foundations, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services with an investment approach that integrates proprietary quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.

John Cutler is a financial advisor at William Blair with 18 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at William Harris Investors from 2006 to 2018 before joining William Blair in 2018. Based in Chicago, IL, he provides investment advisory services within a well-established firm. 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 active, research-driven strategies across multiple asset classes and provides proprietary models and access to private funds through its extensive platform.