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. with 12 years of industry experience. She holds a Series 66 designation and has been with Mesirow since 2009, also working briefly at Precision Fiduciary Partners LLC. Mesirow Financial Investment Management’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 a structured investment process involving Investment Policy Statements, asset allocation, due diligence, and may use third-party sub-advisors alongside proprietary private investment products.

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 based in Chicago, IL, currently with Focus Partners Wealth, LLC. He has held roles at InterOcean Capital and Deloitte Tax and has industry experience beginning in 2021. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a tax- and fee-sensitive investment approach utilizing fundamental and quantitative analysis and offers a broad range of wealth management, fiduciary, and advisory services.

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 with four years of industry experience. She holds a Series 66 designation and has worked at William Blair since 2021. Prior to her current role, she held positions at the University of Wisconsin–Madison and the National Republican Senatorial Committee. William Blair’s Private Wealth Management division provides 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 offers proprietary models, third-party sub-advisers, and access to private investment opportunities.

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.

Michael Loizzi III is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2021. He previously worked for Whitnell & Co. from 2005 to 2021. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutions, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating as both an investment adviser and a registered broker-dealer with capabilities in securities transactions, insurance products, and investment banking.

Renee Gagliardo is a financial advisor at William Blair with a Series 66 designation and three years of industry experience. Prior to joining William Blair in 2021, she worked in full-time education for sixteen years. 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 an active, research-driven approach across equities, fixed income, and alternative strategies, supporting proprietary models and access to private funds through its MB Investments Program.

Ashleigh Hamrick is a CFP® with 13 years of industry experience, currently advising at William Blair in Chicago, IL. She has been affiliated with Morgan Stanley and its Private Bank since 2014. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to high-net-worth individuals, foundations, and corporate clients. The firm emphasizes active, research-driven management across multiple asset classes and provides access to proprietary models and private investment opportunities.

Michael Sirvinskas is a financial advisor at William Blair with 39 years of industry experience. He has been with William Blair & Company L.L.C. since 1993 and holds Series 63 and Series 65 credentials. 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 through its MB Investments Program.

Darren Feld is a ChFC® and Series 66 credentialed financial advisor with 25 years of industry experience. He has been with Mesirow Financial, Inc. since 2004. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to private individuals, pension and profit-sharing plans, government entities, charitable organizations, and institutional clients. The firm utilizes both third-party managers and proprietary private investment products, applying quantitative and qualitative due diligence across various asset classes and offering access to specialized strategies and proprietary feeder funds.

Zachary Kanicka is a financial advisor at Cresset Asset Management, LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs & Co. for eight years before joining Cresset in 2020. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that integrates strategic asset allocation, active and passive management, and alternative investments across multiple asset classes.

Chandra Federle is a financial advisor with Rockefeller Financial LLC in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining Rockefeller Capital Management in 2025, she worked at Bank of America, N.A. and Merrill for over a decade each. 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, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Brian Keeley is a CFA® charterholder affiliated with Sanctuary Advisors, LLC. He has over 20 years of experience, having worked at Gamco / Keeley-Teton / Keeley Companies from 2006 to 2026 before joining KZ Private Wealth. Keeley holds the Series 63 license and is based in Chicago, IL. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan consulting, and utilizes a range of analytical approaches, managing accounts on both discretionary and non-discretionary bases.

Sanel Duranovic is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. He has held positions at firms including Charles Schwab, Transamerica Investors Securities Corporation, CITIGROUP, and USAA, contributing to his extensive background in financial planning and investment management. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations while allowing clients to make final trading decisions.

Aris Tatevosian is a financial advisor at Fifth Third Securities, Inc. with 24 years of industry experience. His prior work includes roles at J.P. Morgan Securities, Northwestern Mutual, Arlington Capital Management, and Country Financial. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through both advisory and brokerage services. The firm offers multiple investment programs on the Passageway Managed Account platform, providing options ranging from mutual fund and ETF models to separately managed accounts with tax-overlay and direct indexing strategies.

Jennifer Raketich is a financial advisor at William Blair with 11 years of industry experience. She holds a Series 66 credential and has worked at William Blair & Company since 2014. 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, third-party sub-advisers, and access to private funds through its MB Investments Program.