Matthew Teich is a financial advisor at Cresset Asset Management, LLC with 23 years of industry experience. He holds the CFP® and CFA® designations and has worked at Cresset since 2017, with prior experience at J.P. Morgan Private Bank. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies and offers a range of services including portfolio management, financial planning, private fund advisory, and family office services.

Daniel Schramm is a financial advisor with Goldman Sachs Wealth Services in Chicago, holding a Series 66 credential and two years of industry experience. Prior to his current role, he has worked at JPMorgan Chase and Gruber Law Offices among other positions. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs, utilizing strategic allocation models and proprietary research to tailor client solutions.

William Mctavish is an advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL, holding Series 65 and Series 63 licenses. He has over 24 years of industry experience, including 16 years with Peters & Co. Equities Inc. and 8 years at CIBC Wood Gundy – CIBC Private Wealth. CIBC Private Wealth Advisors serves a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers a range of services such as portfolio management, financial and estate planning, and coordinated Family Office services, utilizing both proprietary and external investment strategies supported by dedicated internal teams.

John Hundley is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds the Series 66, Series 63, and Series 65 designations. His prior work includes positions at GWFS Equities and Morgan Stanley, among others. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms.

Elinor Escamilla is a financial advisor at William Blair with 11 years of industry experience. She holds the CFA® and Series 63 designations and has worked at William Blair since 2019, following six years at Bard Associates Inc. Based in Chicago, IL, she provides investment management and wealth planning services. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pensions, and corporate clients. The firm follows an active, research-driven approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Carter O’Neil is a financial advisor at TIAA-CREF with three years of industry experience. He holds a Series 66 designation and has previously worked at Vanguard Advisers, Inc. and Vanguard Marketing Corporation. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with pre-existing employer retirement plan relationships. The firm offers both point-in-time planning services and ongoing portfolio management through a fiduciary advisory model.

Marta Mycyk is a financial advisor at Mercer Global Advisors Inc. with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Betterment and AssetMark Financial, Inc. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts, offering a range of portfolio management and financial planning services.

Scott Schmidt is a financial advisor with Sanctuary Advisors, LLC in Chicago, IL, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at David A. Noyes & Company, Fifth Third Securities, and Meritus Capital Management. Outside of his advisory work, he is a partner at Schmidt and Lerner, LLC, a law firm where he dedicates time to reviewing legal work and providing advice. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a broad range of investment strategies managed by its network of over 400 independent advisers and employs multiple analytical approaches while acting as a fiduciary when agreements are in place.

Brian Respeliers is a CFA® charterholder with six years of industry experience. He is currently with Citigroup Global Markets in Chicago, having joined in 2026 after eight years at Northern Trust and three years at Legal and General Investment Management America. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Matthew Kelly is a financial advisor at William Blair with 10 years of industry experience. He holds a Series 66 designation and previously worked at Nuveen Investments for two years before joining William Blair in 2018. Outside of his advisory role, he serves as the head lacrosse coach for the varsity team at Mount Carmel High School in Chicago. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs active, research-driven management across multiple asset classes and offers proprietary models, third-party sub-advisory options, and access to private funds through its MB Investments Program.

Erin Murphy is a financial advisor at Hightower Advisors with one year of industry experience. She holds a Series 65 designation and previously worked at Wintrust Wealth Services for eight years. Outside of finance, she founded and operated Black Cat Yoga, a yoga and wellness studio, where she was involved in teaching classes and managing business operations. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and charitable organizations. The firm utilizes a multi-manager approach with access to affiliated and third-party managers, offering portfolio management, financial planning, and retirement consulting solutions.

Margaret Miller is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 30 years of industry experience. She has worked at firms including Atlantic Trust Investment Advisors, Gnv Advisers, LLC, and Geneva Investment Management of Chicago, LLC. CIBC Private Wealth Advisors serves a broad 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 managed through a formal governance structure.

Justin Palett is a financial advisor with Empower Advisory Group in Chicago, IL, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management, Wells Fargo Advisors, and Tiaa. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to certain IRA and retail brokerage clients. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Arlene Searle is a financial advisor at TIAA-CREF with 29 years of industry experience. She holds Series 63 and Series 65 designations and has been with TIAA-CREF since 2012. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers 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 distinguishes between point-in-time financial planning and ongoing discretionary management, providing customizable portfolio management under a fiduciary standard.

Wenli Tan is a financial advisor at Mesirow Financial Investment Management, Inc. in Chicago, IL, holding a Series 66 designation with 12 years of industry experience. She has been with Mesirow Financial Investment Management since 2009 and is also affiliated with Mesirow Fiduciary Solutions, LLC and Precision Fiduciary Partners LLC. Mesirow Financial Investment Management’s Wealth Management division offers discretionary and non-discretionary investment management and financial planning services to a diverse client base, including individuals, pension plans, government entities, and institutional clients. The firm employs a disciplined process incorporating Investment Policy Statements, asset allocation targets, and a combination of third-party and proprietary investment strategies.

Jessica Carter is a CFP® professional with eight years of industry experience. She has worked at Creative Planning since 2017 and previously held roles at State Farm VP Management Corp. and State Farm Insurance from 2011 to 2017. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in client assets. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of affiliated non-investment businesses including legal, trust, and recordkeeping services.

Andrew D'Aprile is a CFA® charterholder with one year of industry experience. He has worked at Focus Partners Wealth, LLC since 2025 and previously was with InterOcean Capital and Deloitte Tax. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate and institutional clients, providing wealth management, financial and tax planning, and consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies with access to private funds and specialized portfolio management tools.

Austin Park is a financial advisor with Equity Services, Inc. in Chicago, IL, holding a Series 66 credential and 11 years of industry experience. His prior roles include positions at Edward Jones and Pruco Securities, LLC. He is also involved in the sales and servicing of life and fixed annuity products. 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. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term investment strategies with options for shorter-term trading and specialized instruments.

Reganne Lively is a financial advisor at William Blair in Chicago, IL, holding a Series 66 designation and with five years of industry experience. Her work history includes roles at William Blair since 2021 and prior positions involving academic and political organizations. William Blair’s Private Wealth Management division provides 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 offers proprietary models and access to private funds through its MB Investments Program.

Dante Demarco is a financial advisor at William Blair with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at William Blair & Company since 1999. Outside of his advisory role, he is involved in managing a family-owned restaurant, Trattorin Roma. William Blair’s Private Wealth Management division offers investment management and financial planning services to individuals, foundations, and corporate clients, using active, research-driven strategies across multiple asset classes.