Matthias Kuhlmey is a financial advisor at Hightower Advisors in Chicago, IL, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with Hightower Securities and Hightower Advisors since 2009. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, using both affiliated and third-party managers, and offers access to various investment vehicles and proprietary research.

John Lubin is a financial advisor with Rockefeller Financial LLC in Chicago, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Rockefeller Financial in 2026, he worked at AllianceBernstein and Brown Advisory and has experience in both investment management firms and academic institutions. 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 a range of portfolio management and financial planning services and operates as a registered broker-dealer, providing an integrated platform that includes discretionary and non-discretionary portfolio solutions across multiple asset classes.

Erin Kasik is a financial advisor at Rockefeller Financial LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior experience includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Stifel. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services, operating under a Private Advisor model with an integrated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Constantine Mulligan is a CFA® charterholder and holds a Series 65 license, with 18 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2019, following seven years at Blue Prairie Group, LLC. He is based in Chicago, IL. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs a tailored investment approach combining proprietary quantitative screens with third-party managers and individual securities, and offers a range of services including portfolio management, financial planning, retirement plan consulting, and access to alternative and private-market investments.

Peyton Eckert is a CFP®-designated financial advisor at Corient with six years of industry experience. His prior roles include positions at BMO Harris Bank, UBS Financial Services, and Northwestern Mutual Wealth Management Company. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and incorporates risk management tools and alternative investments where appropriate.

Tyler Smith is a financial advisor at William Blair with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Wells Fargo Advisors. In addition to his advisory role, he owns and operates a candle-making business called Kinky Kandles in Chicago. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides access to proprietary models and private investment opportunities.

Mary Wilson is a financial advisor at Hightower Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Telemus Capital, LLC for six years before joining Hightower in 2021. Mary serves as a trustee for a family irrevocable trust, administering it approximately 20 hours per year. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and various types of organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and portfolio construction strategies.

William Lulis Jr. is a financial advisor with PNC Wealth Management in Chicago, IL, holding a Series 66 credential and 18 years of industry experience. His prior roles include positions at J.P. Morgan Securities Inc. and J.P. Morgan Chase Bank. Outside of finance, he owns a boutique fitness business, Title Boxing Club, in Evanston, Illinois. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation. The firm emphasizes model strategies managed by PNC or third-party strategists and uses an algorithmic process to tailor investment risk levels for clients.

Sean Knoerzer is a CFP® and Series 65 credentialed financial advisor with 11 years of industry experience. He currently works at Corient and has previously been associated with Balasa Dinverno Foltz LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that combines internal strategies with third-party manager solutions and incorporates risk management tools and alternative investments where appropriate.

Gregory Campbell is a financial advisor with CIBC Private Wealth Advisors, Inc. in Chicago, IL, holding Series 63 and Series 65 registrations and bringing 29 years of industry experience. He has been with CIBC Private Wealth Group, LLC since 2017 and previously worked at AT Group LLC from 2014 to 2017. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base including high net worth individuals, families, trusts, and investment companies. The firm employs a collaborative investment process involving internal teams and committees to create customized portfolios using proprietary and external strategies, and manages a notably high asset-to-advisor ratio relative to peers.

Andrew Hansen is a financial advisor at William Blair with eight years of industry experience. He holds Series 63 and Series 66 licenses and has been with William Blair since 2017. Outside of his advisory role, Hansen serves as Chief Financial Officer for a short-term rental property entity. William Blair’s Private Wealth Management division offers investment management and wealth planning services to individuals, foundations, and corporate clients, employing an active, research-driven approach across multiple asset classes.

Kristin Bennett is a financial advisor at William Blair with two years of experience in the industry. She holds a Series 66 designation and has previously worked at Midland Trust Company and Midland IRA. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients. The firm employs an active, research-driven approach across various asset classes and offers proprietary models and access to private funds and co-investment opportunities.

Hope Babbington is a CFP® with six years of experience in the financial services industry, currently serving at Schwab Wealth Advisory. She has held various roles within the Charles Schwab organization since 2019 and has prior experience at Butler University, Government Employees Insurance Company, and Aflac. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm primarily serves individual clients and operates within the Schwab ecosystem without directly charging clients, distinguishing it from many other enterprise wealth managers.

Daniel Israelite is a financial advisor at Oppenheimer with 22 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2004. Outside of his advisory work, he serves on the Board of Directors for Block Club Chicago, an online local news organization, where he provides guidance on nonprofit status. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a variety of investment programs and advisory services across equity, balanced, and fixed-income portfolios, combining discretionary and non-discretionary management tailored to client objectives.

Andrew Kross is a financial advisor with William Blair in Chicago, holding a Series 66 designation and 17 years of industry experience. He has been with William Blair since 2016. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm pursues active, research-driven management across multiple asset classes and offers proprietary models and access to private funds through its integrated platform.

Davis Eimen is a financial advisor at William Blair in Chicago, holding Series 63 and Series 65 licenses. He has been with William Blair since 2024 and has no prior industry experience before joining the firm. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients, employing an active, research-driven approach across multiple asset classes.

Lidija Gjorgjievska is a CFP®-certified financial advisor with 12 years of industry experience. She is currently with Schwab Wealth Advisory in Chicago, IL, where she has worked since 2021 and has been affiliated with Charles Schwab since 2018. Prior to her current role, she worked at TD Ameritrade and has experience teaching virtual yoga sculpt classes outside of finance. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory (SWA) program, offering services such as financial reviews, retirement planning, and investment recommendations using Schwab’s standard asset allocation models and research tools.

Morgan Pruett is a CFP® professional with seven years of industry experience, currently serving as an advisor at Corient in Chicago, IL. Prior to joining Corient, Morgan held roles at Vivaldi Capital Management, Fidelity Investments, and TD Ameritrade. Outside of financial advising, Morgan is involved in teaching yoga at CorePower Yoga. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools and stress testing to align portfolios with client objectives.

Noah Bloch is a financial advisor at Mesirow Financial Investment Management, Inc. with eight years of industry experience. He holds a Series 66 designation and has been with Mesirow since 2017. Bloch serves as an associates board member of the Chicago Fire Foundation, assisting in fundraising and awareness efforts. Mesirow Financial Investment Management provides discretionary and non-discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, government entities, charitable organizations, and institutional clients. The firm employs both third-party managers and proprietary private investment products across a range of asset classes.

Michael Asnis is a Series 66 credentialed financial advisor with Valic Financial Advisors in Chicago, IL, bringing 25 years of industry experience. He has been with Valic Financial Advisors since 2016 and also works as a contract worker supporting election day operations for Election Systems & Software. Additionally, he assists seasonally as a doorman at Butch McGuire’s bar and grill in Chicago. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.