Nathan Smolinski is a financial advisor at William Blair with one year of industry experience. He holds a Series 66 designation and has worked at William Blair since 2022, with a brief period outside the industry. 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 active, research-driven strategies across multiple asset classes and provides access to proprietary models and private investment opportunities.

Kristopher Samiec is a financial advisor at PNC Wealth Management with 26 years of industry experience. He has been with PNC Investments since 2011 and holds the Series 63, Series 65, and Series 66 designations. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and implements investments via approved model strategies managed by PNC or third-party strategists.

Marc Lacher is a financial advisor at William Blair with 14 years of industry experience. He holds Series 66, Series 65, and Series 63 credentials and has been with William Blair since 2013. Based in Chicago, IL, he operates within an enterprise firm employing more than 300 advisors. 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 emphasizes active, research-driven management across multiple asset classes and provides proprietary model portfolios and access to private investment opportunities.

Esteban Trevino is a financial advisor at Cerity Partners LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked for The Ayco Company, L.P./Goldman Sachs & Co. LLC for 13 years before joining Cerity Partners in 2025. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

Victor Sanchez is a financial advisor with William Blair in Chicago, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, Options Clearing Corporation, and the University of Illinois at Chicago. Sanchez has been with William Blair since 2022. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, and institutional clients. The firm employs an active, research-driven approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Alan Kurt is a CFP®, CFA®, and Series 66 licensed advisor with 19 years of industry experience. He is currently with Schwab Wealth Advisory, Inc. and Charles Schwab & Co., Inc. in Chicago, IL, having previously worked at J.P. Morgan Securities LLC for over a decade. Schwab Wealth Advisory, Inc. 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 without charging clients directly, and it does not act as a discretionary portfolio manager.

Ryan Airola is a financial advisor at William Blair with 18 years of industry experience. He holds the Series 66 designation and has been with William Blair & Company since 2007. 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 active, research-driven management across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Benjamin Bluman is a CFP® with two years of industry experience, currently serving as a financial advisor at Corient since 2026. Prior to joining Corient, he worked at Vivaldi Capital Management LP for four years and spent eight years in full-time education. 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 corporations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and utilizes risk management tools and stress testing to align portfolios with client objectives.

Jonathan Doyle is a financial advisor with RBC Rochdale, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been associated with Rim Securities LLC and Rochdale Investment Management LLC since 2010. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment process combining quantitative and fundamental analysis, utilizing proprietary tools and working with third-party sub-advisors to deliver tailored portfolio management and sub-advisory services.

Emily Guglielmo is a financial advisor at William Blair with eight years of industry experience. She holds a Series 66 designation and previously worked at Fidelity Brokerage Services LLC. She also has a background in academia from Butler University. 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 multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Jesse Stumpf is a CFA® charterholder with 15 years of industry experience. He is currently with Focus Partners Wealth, LLC and has held roles at Kovitz Investment Group Partners, Kovitz Securities, and Goldman Sachs Wealth Services. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, private funds, and various analytical tools within an enhanced open architecture framework.

Thomas Unger is a Series 66-licensed financial advisor with Rockefeller Financial LLC in Chicago, IL, with 15 years of industry experience. He previously worked at UBS Financial Services from 2010 to 2021 before joining Rockefeller Financial in 2021. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, operating uniquely as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking, organized around a Private Advisor model and a consolidated investment platform.

Scott Kriegshaber is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He has been with Citigroup Global Markets since 2007 and holds Series 63 and Series 65 licenses. Citigroup Global Markets serves individual and institutional clients across various segments, including workplace, high-net-worth, and ultra-high-net-worth clients. The firm offers a broad range of investment advisory programs and broker-dealer services, implementing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.

Leonardo Gomez is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Ameriprise Financial Services, J.P. Morgan, Merrill, and The Prudential Insurance Company of America. He is based in Chicago, IL. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture model combining third-party sub-managers and proprietary strategies, offering multiple wrap-fee programs primarily through the Envestnet MAS platform.

Colleen Lopez is a CFP® professional at Corient with seven years of industry experience. She has worked at Fiducient Advisors LLC and Capstone Financial Advisors before joining Corient in 2026. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party manager solutions and employs risk management tools and continuous portfolio monitoring.

Alexander Benassi is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he is a part-owner of a mixed martial arts training facility in Evanston, Illinois. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, utilizing a mix of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Mason Petrie is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Buckingham Strategic Wealth, LLC and in real estate sales with RE/MAX Integrity. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, integrating fundamental and quantitative analysis along with specialized portfolio tools.

Michelle Mccabe is a financial advisor with Rockefeller Financial LLC and holds Series 63 and Series 66 credentials. She has 19 years of industry experience, including five years at Merrill and seven years at Rockefeller Financial before continuing with the firm in its current form since 2026. Outside of her advisory role, she manages a rental property jointly owned with her spouse. 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, while operating as a registered broker-dealer with a broad range of investment and advisory capabilities organized around a Private Advisor model and a consolidated investment platform.

Charlene Morris is a financial advisor at CIBC Private Wealth Advisors, Inc. with eight years of industry experience. She holds a Series 65 designation and has worked previously at Geneva Advisors, LLC before joining AT Investment Advisers Inc. Outside of her advising role, she is involved in sales of ladies' accessories, including handbags and hats. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies, offering portfolio management, financial planning, and specialized Family Office services. The firm’s investment approach integrates an internal investment team with governance committees to create customized portfolios using proprietary and external strategies, distinguishing itself by higher assets under management per advisor and extensive work with investment company clients.

Stephanie Link is a financial advisor at Hightower Advisors in Chicago, IL, with six years at the firm and a total of seven years in the industry. She holds Series 63 and Series 65 credentials. Prior to joining Hightower, she worked at TIAA CREF/Nuveen for four years. Hightower Advisors offers investment advisory and planning services to a diverse client base including individual investors, pension and profit-sharing plans, charitable organizations, corporations, and institutional clients. The firm’s approach emphasizes multi-manager solutions, proprietary research, and a range of portfolio management options including mutual funds, ETFs, alternative investments, and custom indexing.