Daniel Schramm is a financial advisor at Goldman Sachs Wealth Services in Chicago, IL with one year of industry experience. He holds the Series 66 designation and has previously worked at firms including JPMorgan Chase and Gruber Law Offices. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm tailors strategies using models from its Private Wealth Investment Strategy Group and selections by the External Investment Group, offering a range of fee arrangements and access to affiliated Goldman Sachs capabilities.

William Mctavish is a financial advisor with CIBC Private Wealth Advisors, Inc. He holds Series 65 and Series 63 licenses and has 24 years of industry experience, including eight years at CIBC Wood Gundy – CIBC Private Wealth and sixteen years at Peters & Co. Equities Inc. 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 collaborative investment process involving internal teams and committees to deliver customized portfolio management and specialized financial planning services.

John Hundley is a financial advisor with Empower Advisory Group in Chicago, IL, holding Series 66, Series 63, and Series 65 licenses and bringing 10 years of industry experience. His work history includes positions at GWFS Equities and several short-term roles across different industries prior to joining Empower Advisory Group. 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 linked to Empower’s recordkeeping and administrative platforms.

Elinor Escamilla is a CFA® charterholder with 10 years of industry experience. She has been with William Blair since 2019 and previously worked at Bard Associates Inc for six years. 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 focuses on active, research-driven management across various asset classes and provides proprietary model portfolios and access to private funds through its MB Investments Program.

Kimberly Riewerts is a financial advisor at Creative Planning with 20 years of industry experience. She holds the Series 66 designation and has been with Creative Planning since 2014. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by additional approaches such as direct indexing and tax-loss harvesting.

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 at Sanctuary Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at David A. Noyes & Company since 2016 and at Fifth Third Securities since 2014. Outside of his advisory role, Schmidt is a partner at a law firm, SCHMIDT AND LERNER, LLC, where he reviews legal work and offers advice on a part-time basis. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and utilizes sub-advisors and third-party platforms to implement strategies, supported by an integrated affiliate structure and recent consolidation efforts.

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. 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.

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. He is currently with Rockefeller Capital Management, having joined in 2021 after 16 years at Whitnell & Co. He holds the Series 65 and Series 66 licenses. Rockefeller Capital Management is an enterprise firm serving a broad client base with a range of wealth management and investment advisory services.

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.