Jacob Gariup is a financial advisor at William Blair with seven years of industry experience. He holds the Series 66 designation and has worked at William Blair since 2018, with prior experience at AHC Funds and Mesirow Financial. Outside of finance, he is a partner in White Tree Creative Group, an event planning and marketing firm based in Indianapolis. 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, sub-advisory options, and access to private funds and co-investment opportunities.

Craig Janus is a CFP® with 15 years of industry experience, currently serving at Rockefeller Capital Management. He previously worked at Whitnell & Co. for 14 years before joining Rockefeller and its affiliates. Janus is involved with the Financial Planning Association of Illinois, where he provides educational seminars to financial planning professionals as part of the West Suburban Board. Rockefeller Capital Management is an enterprise firm with 157 advisors, offering wealth management and financial advisory services.

Edward Hawley is a financial advisor with Eagle Strategies (New York Life) in Chicago, IL, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked with Eagle Strategies since 2019 and is currently associated with Alpha Solutions Group. Outside of advising, he holds a minority interest in a restaurant and is a passive investor in cryptocurrency. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of advisors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, with a significant focus on retirement and insurance-related advisory solutions.

Daniel Jones is a financial advisor at Corient with 18 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Vivaldi Capital Management, LLC and Cedar Hill Associates, LLC. Corient provides investment advisory and financial planning services to individual and 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 combines in-house strategies with third-party manager solutions and custom asset allocation, incorporating risk management tools and alternative investments where appropriate.

Jack Brown is a financial advisor at William Blair with 13 years of industry experience. He holds a Series 66 designation and has been with William Blair & Company since 2013. Brown serves as a board member of Bunn-O-Matic Corporation. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients, employing an active, research-driven approach across equities, fixed income, and alternative strategies.

Stewart Beach is a financial advisor with Hightower Advisors in Chicago, IL, holding the CFP® and CFA® designations along with Series 63 and 65 licenses. He has 30 years of industry experience, including ten years each at Ausdal Financial Partners, Inc. and Clear Perspective Advisors LLC. Beach serves as a board member of the Dunham Fund, a private foundation providing grants to local nonprofits, and of Plum Landing, a nonprofit retirement home. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. Their advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with a broad range of investment vehicles and portfolio construction strategies.

Michael Relyea is a financial advisor with Schwab Wealth Advisory Inc. based in Chicago, IL. He holds Series 63, 65, and 66 licenses and has 25 years of industry experience. His prior work includes roles at National Life Group, Equity Services, Inc., and Allstate Insurance Co. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its services.

Anne Callahan is a financial advisor at William Blair with Series 63 and Series 66 credentials and three years of industry experience. Her prior roles include positions at Stephens Inc. and Fairway Capital Management, as well as an eleven-year background in education. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients. The firm utilizes active, research-driven management across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Nancy Zehr is a financial advisor at Mesirow Financial Investment Management, Inc. with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at firms including American Global Wealth Management, Imprint Wealth, Laidlaw & Company (UK), and Raymond James & Associates. Outside of her advisory role, she serves as secretary of a local nonprofit robotics foundation supporting a school district program and participates as a poll inspector and assistant clerk for elections in Martin County, Florida. Mesirow Financial Investment Management, Inc. provides discretionary and non-discretionary investment management and financial planning to a range of clients including private individuals, institutional investors, and government entities. The firm employs a structured investment process and offers access to proprietary and third-party investment products, including institutional real estate and private equity funds.

Samuel Audy is a financial advisor at Equity Services, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including National Life Group and The Tranel Financial Group. Outside of his advisory role, he is involved as an insurance agent with Lakeshore Financial Group and National Life. 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 offers multiple advisory platforms and utilizes a variety of third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Armando Martinez is a financial advisor with PNC Wealth Management in Chicago, IL, holding Series 65 and Series 63 credentials and bringing 13 years of industry experience. His prior roles include positions at Northern Trust Securities, Northern Trust Bank, PNC Investments, LBMZ Securities, and Zacks Investment Management. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that employs algorithm-driven risk assessments and managed portfolios using mutual funds and ETFs.

Fred Rutler III is a financial advisor at Creative Planning with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Creative Planning since 2021. Prior to that, he spent six years with Lockton Investment Advisors, Lockton Financial Advisors, and Lockton Companies. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other portfolio management techniques.

Anne Cusick is a financial advisor at William Blair with 25 years of industry experience. She has been with William Blair & Company, L.L.C. since 2000 and holds a Series 66 designation. Based in Chicago, IL, she provides investment and wealth management services through the 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 an active, research-driven approach across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Caroline Spitkovsky is a financial advisor at Citigroup Global Markets with a Series 66 credential and four years of industry experience. She has held various roles within Citigroup since 2020 and has prior work experience that includes positions at Chop Shop, Banana Republic, Owl and Lark, and MS Consulting Services. Citigroup Global Markets serves individual and institutional clients across several wealth segments, offering a range of investment advisory programs and execution services with a focus on multi-asset, multi-manager strategies. The firm combines large institutional scale with unique market roles, including in-house research and securities pricing, and provides tailored discretionary solutions for high-net-worth clients.

Grove Mower is a financial advisor with Hightower Advisors in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He previously worked at Wayne Hummer Investments L.L.C. for 20 years before joining HighTower Securities, LLC, where he has been since 2018. In addition to his advisory work, he writes and publishes fiction books through his own publishing company, Snafu Publications LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing proprietary research and a variety of investment vehicles including mutual funds, ETFs, alternative investments, and custom indexing.

Stephen Schneider is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He previously worked at Merrill for 18 years before joining Citigroup in 2024. Schneider holds Series 63 and Series 66 licenses and serves as an adjunct faculty member teaching online finance courses at Southern New Hampshire University. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, providing comprehensive advisory, execution, and custody services.

Susan Esses is a CFP® with over 43 years of industry experience, currently affiliated with Principal Financial Services. She has worked at Principal Securities Inc. since 2008. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Charles Coulson is a financial advisor with CIBC Private Wealth Advisors, Inc. in Chicago, IL. He holds a Series 65 designation and has been with CIBC Wood Gundy – CIBC Private Wealth since 2002, totaling 24 years of industry experience. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a structured investment process involving an internal team, Relationship Managers, and committees to deliver customized portfolio management and comprehensive planning services, notable for its scale and focus on investment company clients.

Mark Mckevitt is a CFP® and CFA® credentialed financial advisor with CIBC Private Wealth Advisors, Inc. in Chicago, IL. He has two years of industry experience and has been with CIBC Private Wealth since 2016. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team with governance committees to deliver customized portfolio management and coordinated Family Office services, managing approximately $67.8 billion in assets with a relatively low advisor headcount.

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.