Jordan Beadle is a financial advisor at Mariner Wealth Advisors with three years of industry experience. He holds a Series 65 designation and has been with Mariner since 2018, including the firm's current Oakbrook Terrace, IL office. Prior to joining Mariner, he worked at VS Technology, Inc. Mariner serves a diverse client base, including individuals, trusts, and institutional accounts, offering investment management, financial planning, retirement consulting, and tax services. The firm combines customized discretionary portfolios with in-house research and third-party managers, and it integrates tax and accounting services along with administrative family office and financial wellness capabilities.

Robert Merkle Jr. is a Chartered Financial Analyst (CFA®) with 19 years of experience in the investment advisory industry. He is currently with CIBC Private Wealth Advisors, Inc. and has previously worked at Geneva Investment Management of Chicago, LLC, and AT Investment Advisers Inc. CIBC Private Wealth Advisors provides investment advisory and wealth management services to a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers customized portfolio management, financial and estate planning, and coordinated Family Office services, utilizing a combination of proprietary and external strategies with oversight from dedicated investment committees.

Nikita Praharaj is a CFP® and Series 66 licensed advisor at Corient with three years of industry experience. Prior to joining Corient in 2026, Nikita worked at Vivaldi Capital Management and held various roles at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools and stress testing to align with client objectives.

Jessica Whiting is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and five years of industry experience. She previously worked at Associated Banc-Corp and Whitnell & Co. Outside of her advisory role, she prepares federal and state income tax returns for friends and family on a volunteer basis. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities and provides access to alternative and private investments.

Daniel Morgan is a financial advisor at Cresset Asset Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Hightower Advisors and Citigroup. Cresset Asset Management, LLC manages approximately $71.9 billion in client assets for a diverse range of clients, offering services including portfolio management, wealth management, financial planning, and private fund advisory. The firm employs a diversified, asset-allocation-driven investment approach that combines active and passive strategies along with third-party manager allocations tailored to client objectives and risk profiles.

Michael Sarazen is a financial advisor at William Blair with four years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and Morgan Stanley. William Blair’s Private Wealth Management division provides 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 offers proprietary models and access to private funds through its MB Investments Program.

Matthew Mccormick is a financial advisor at Equity Services, Inc. with nine years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones. Mccormick is also president of an S corporation related to Lakeshore Financial Group. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans through a network of investment adviser representatives. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading, utilizing third-party asset managers and model portfolios.

Ethan Louis is a financial advisor at Focus Partners Wealth, LLC based in Chicago, IL, holding a Series 65 designation with one year of industry experience. Prior to joining Focus Partners Wealth, he worked at Buckingham Strategic Partners, LLC and has a background that includes roles at Saint Louis University and VIP Valet. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses, employing a long-term investment approach that integrates both active and passive strategies within an enhanced open architecture framework.

Julia Kane is a financial advisor at William Blair with five years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Brown Brothers Harriman and Sei Investments. 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 access to proprietary models, third-party sub-managers, and private investment opportunities.

David Satin is a financial advisor at Hightower Advisors with 10 years of industry experience. He holds a Series 66 designation and previously worked at UBS and JPMorgan Securities LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers access to various portfolio management strategies including alternative investments and custom indexing.

Jason Garcia is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior work includes positions at Huntington National Bank, Old National Bank, First Midwest Bank, and LPL Financial. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals—including high-net-worth clients—as well as charitable organizations, corporations, and other business entities. The firm employs an open-architecture model combining third-party sub-managers and proprietary Private Bank strategies, offering multiple wrap-fee programs on the Envestnet MAS platform.

Anil Daka is a financial advisor at William Blair with 14 years of industry experience. He holds a Series 66 designation and has been with William Blair & Company since 2011. 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 equities, fixed income, and alternative strategies and provides proprietary models and private investment opportunities to its clients.

Catherine Chamberlin is a financial advisor at TIAA-CREF with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and TIAA-CREF during her career. Outside of finance, she has been involved with the Colorado Ballet Company. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers a fiduciary standard through its RIA services and operates within a vertically integrated structure that includes adviser services for donor-advised funds.

Allen Smith is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has worked at CIBC Private Wealth Advisors since 2017 and previously held roles at Atlantic Trust Investment Advisors, Geneva Investment Management of Chicago, LLC, and GNV Advisors, LLC. CIBC Private Wealth Advisors provides investment and wealth advisory services to a wide range of clients, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a collaborative investment process utilizing an internal team, Relationship Managers, and governance committees to deliver customized portfolios and managed account programs, combining proprietary strategies and external managers.

Sean Temperly is a CFP® professional with 15 years of industry experience, currently serving at Fifth Third Securities, Inc. in Chicago, IL. He has been with Fifth Third Securities since 2010 and with Fifth Third since 2009. Outside of his advisory role, he is president of Seatim LLC, a private investment pool. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features including direct indexing and an optional tax-overlay service.

Gregory Williams is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2020. Prior to joining Hightower, he worked five years at Private Vista, LLC (formerly Financial Strategy Network, LLC). He holds Series 63 and Series 65 licenses and is based in Chicago, IL. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individual investors, institutional clients, pension plans, and charitable organizations. The firm utilizes a multi-manager approach combining affiliated and third-party managers, offering discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting services.

Michael Katz is a CFA® charterholder and Series 63 licensee with four years of industry experience. He is currently an advisor at Truist Advisory Services and previously worked at Wells Fargo for 17 years. Katz is based in Chicago, IL. Truist Advisory Services provides investment consulting and advisory services to individual, corporate, retirement plan, and charitable clients. The firm uses a combination of discretionary and non-discretionary management strategies and employs third-party platforms and AI-enabled research tools to support its investment processes.

Kathleen Birmingham is a financial advisor with CIBC Private Wealth Advisors, Inc. in Chicago, IL, holding Series 63 and Series 65 credentials and 16 years of industry experience. She has worked at AT Investment Advisers Inc. since 2017 and previously at Geneva Investment Management of Chicago, LLC from 2012 to 2017. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm’s investment process involves a combination of internal teams, relationship managers, and governance committees to construct customized portfolios using proprietary and external strategies, with a notable focus on managing assets for investment company clients.

Richard Peloquin is a financial advisor with Oppenheimer Asset Management Inc. in Chicago, IL, holding Series 63 and Series 65 licenses and having 47 years of industry experience. He has been with Oppenheimer and Fahnestock & Co. Inc. since 2003. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services with investment solutions that incorporate strategic and tactical asset allocation, manager selection, mutual funds, ETFs, and fixed-income and equity strategies.

Mark Slater is a Series 65-licensed advisor with CIBC Private Wealth Advisors, Inc. in Chicago, IL. He has been with CIBC Wood Gundy – CIBC Private Wealth since 1995, accumulating 31 years of industry experience. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers customized portfolio management, financial and estate planning, and access to specialized strategies, supported by a governance structure including an Investment Policy Committee and an Asset Allocation Committee.