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 working at Cerity Partners LLC since 2023. He previously held roles at Boston College and the University of Notre Dame and spent five years in full-time education prior to entering the financial industry. 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 emphasizes tailored asset allocation, manager selection, and rebalancing supported by proprietary quantitative screens alongside external managers and individual securities.

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.

Na'im Temlock is a financial advisor at William Blair with a Series 66 designation and two years of industry experience. He has held various roles at William Blair since 2021 and previously worked at Riddle and Bloom. Outside of finance, he has experience in athletics and education through positions at McGill Athletics, McGill University, and University High School. 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 multiple asset classes and provides proprietary models, third-party sub-advisers, and access to private funds and co-investment opportunities.

Brennan Morrison is a CFA® charterholder with over 11 years of industry experience. He currently works at CIBC Private Wealth Advisors, Inc. and previously spent 10 years at Northern Trust. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, and investment companies. The firm employs a structured investment process involving internal teams and committees to create customized portfolios, managing approximately $67.8 billion in assets with a relatively low advisor headcount.

Jesse Otzen is a financial advisor at William Blair with 31 years of industry experience. He has held his current position at William Blair & Company, L.L.C. since 2001. He holds the Series 63 and Series 65 designations. 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 active, research-driven management strategies across various asset classes and provides proprietary models and access to private funds and co-investment opportunities.

Patrick Hamilton is a CFP® professional with over 12 years in the financial industry, currently serving at Creative Planning. He previously worked at Northern Trust Corporation for 11 years before joining Creative Planning in 2026. Based in Chicago, IL, he is part of a large enterprise firm. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Eric Burrows is a financial advisor with Fifth Third Securities, Inc. in Rosemont, IL, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He previously worked at J.P. Morgan Securities from 2003 to 2022 before joining Fifth Third Bank and Fifth Third Securities in 2022. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and integrates services through its affiliation with Fifth Third Bank, combining broker-dealer, investment adviser, and municipal advisor registrations.

Joseph Mcmullen is a financial advisor at William Blair with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with William Blair since 2010. Outside of his advisory role, he is a partner in Copperhead Management LLC, a holding company for the purchase and sale of domain names. 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 multiple asset classes and offers proprietary models and access to private funds and co-investment opportunities.

Wayne Janus is a financial advisor at Rockefeller Financial LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Rockefeller Capital Management since 2026, previously spending 14 years at Whitnell & Co. He serves as a trustee for two deceased friends, with all related compensation paid to his firm. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations, offering a range of portfolio management and financial planning services, as well as broker-dealer functions and investment banking, organized around a Private Advisor model and a consolidated investment platform.

Michael Nicholas IV is a CFA® charterholder and Series 63 licensee based in Chicago, IL, with two years of industry experience. He has held positions at Equity Services, Inc., National Life Group, and Northern Trust Company. He serves on the Emerging Leaders Board for Bounce Children's Foundation, a nonprofit supporting families with children with disabilities. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, offering a combination of long-term investment strategies and options for shorter-term trading.

Lisa Mullaney is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL, with eight years of industry experience. She holds the Series 66, Series 63, and Series 65 designations. Her prior roles include positions at Fifth Third Securities, FIFTH THIRD BANK, BNY Mellon Securities Corporation, BNY Mellon, and Bessemer Trust. CIBC Private Wealth Advisors serves a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team, relationship managers, and governance committees to offer customized portfolio management and wealth advisory services, distinguishing itself by its scale and involvement with investment company clients.

Robert Bein is a financial advisor with The Huntington Investment Company in Chicago, IL, holding Series 63 and Series 66 credentials and 36 years of industry experience. He has worked at The Huntington Investment Company since 2017 and previously held roles at BMO Harris Financial Advisors and Harris Bank from 2009 to 2017. The Huntington Investment Company provides advisory and brokerage services to individuals, including high-net-worth clients, charitable organizations, and corporations. The firm employs an open-architecture investment model that integrates third-party managers and proprietary offerings, delivering wrap-fee programs through the Envestnet MAS platform.

Leslie Girote is a financial advisor with Corient, holding CFP® and Series 65 credentials and 10 years of industry experience. Prior to joining Corient, Leslie worked at Balasa Dinverno Foltz LLC for seven years. Leslie is active in professional organizations, serving as Director of Pro Bono on the board of the Financial Planning Association of Illinois and mentoring young adults in financial education through 3rd Decade. 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 uses a goals-based, team approach that integrates in-house and third-party strategies with continuous risk management and offers specialized services through its affiliates.

Pikyu Cheng is a financial advisor at Citigroup Global Markets with nine years of industry experience. Cheng holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains large institutional capabilities, including in-house research and specialized market roles.

Terri Ucci is a financial advisor at Rockefeller Financial LLC with Series 63 and Series 65 credentials and 36 years of industry experience. She previously worked at Merrill and Bank of America, NA. Outside of her advisory work, she is involved in managing commercial and residential real estate through her ownership and leadership roles in TUCCI II, LLC and 2UCCI, LLC. 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 combines a Private Advisor model with a consolidated investment platform, offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services including placement and investment banking.