Alyssa White is a financial advisor at TIAA-CREF with 13 years of industry experience. She holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2013. Outside of her advisory role, she serves as Treasurer for the Girl Scouts of Greater Chicago and Northwest Indiana. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and various entities, often serving clients connected to TIAA-administered employer retirement plans. The firm distinguishes between point-in-time planning and ongoing portfolio management, offering model and customized portfolios under a fiduciary standard.

Daniel O'Neill is a financial advisor at William Blair with Series 63 and Series 65 credentials and five years of industry experience. He previously worked at FIS Brokerage & Securities Services LLC and has held roles outside of finance, including positions at Kam's Bar and George Dunne National Golf Course. 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 model portfolios and access to private funds and co-investment opportunities.

Billie Danicek is a Series 66-licensed financial advisor with 19 years of industry experience. She has worked at Rockefeller Financial LLC since 2021 and previously held roles at Bank of America and Merrill. 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, placement, and investment banking services.

Douglas Gourley is a financial advisor with Citigroup Global Markets in Chicago, IL, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi‑asset, multi‑manager strategies with oversight committees and maintains unique market roles, including swap dealer and futures commission merchant activities.

Hannah Christopher is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. She previously worked at UBS for seven years and Fidelity Investments for one year. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors. The firm provides 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 portfolio management.

Nicholas Kelly is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and one year of industry experience. His prior experience includes roles at Morgan Stanley and LPL Financial. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various advisory programs and managed account solutions.

Jeffrey Cohen is a CFP® with 40 years of industry experience, currently with Hightower Advisors in Chicago, IL. His prior experience includes over two decades at Lincoln Financial Advisors Corporation. He is also involved as an agent in life settlements and various insurance products. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Parker Jamieson is a CFP® with two years of industry experience, currently serving as a financial advisor at Corient. Prior to joining Corient, he worked at Plante Moran Financial Advisors for two years and has experience in educational roles at Michigan State University and Lansing Christian School. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, 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 integrates in-house strategies with third-party managers and uses risk management tools and continuous portfolio monitoring to align investments with client objectives.

Edwin Hagerty is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 36 years of industry experience. He has worked at CIBC Private Wealth Advisors since 2017, following previous roles at Atlantic Trust Investment Advisers Inc, Gnv Advisors, LLC, and Geneva Investment Management of Chicago, LLC. Outside of advisory work, he serves as an independent director and board member for several oil field service companies, dedicating limited time to these investment-related roles. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines proprietary and external investment strategies, utilizes an internal governance framework, and manages a notably high assets-under-management per advisor ratio relative to peers.

Luke Hepler is a financial advisor at William Blair with 10 years of industry experience. He has been with William Blair & Company since 2015 and holds a Series 66 designation. 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 utilizes active, research-driven management across multiple asset classes and provides proprietary models along with access to private funds and co-investment opportunities.

Craig Savage is a financial advisor at William Blair with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with William Blair since 2016. Outside of his advisory role, he is involved in managing Savage Holdings LLC, which holds his investment real estate and a privately owned aircraft. 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 model portfolios and access to private funds through its MB Investments Program.

Jeffrey Hackman is a financial advisor at Kestra Advisory with 33 years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at firms including Icba Securities and Vining Sparks. Hackman also served the Deerfield Bannockburn Fire Protection District for over two decades. In addition to his advisory role, he assists with life insurance business through an affiliated insurance activity. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan design, compliance testing, and investment advice. The firm serves a broad client base including large institutional investors and employs a comprehensive due diligence process for recommended investments.

John Hexamer is a financial advisor at Oppenheimer with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Oppenheimer Asset Management Inc. and Fahnestock & Co. Inc. since 2003, and at CIBC World Markets Corp. from 2002 to 2003. Based in Chicago, IL, he has over two decades of continuous service with his current firm. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of programs and advisory services, including equity and fixed-income portfolios, strategic asset allocation, and retirement consulting, with both discretionary and non-discretionary options.

Patrick Gleason is a financial advisor with William Blair, holding a Series 66 designation and 12 years of industry experience. He has been with William Blair & Company since 2014. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension funds, and corporate clients. The firm emphasizes active, research-driven management across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Keith Malooley is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL, with seven years of industry experience. He holds the CFP®, CFA®, and Series 65 credentials. Prior to joining CIBC Private Wealth Advisors in 2017, he worked at Geneva Advisors, LLC from 2015 to 2017. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including high-net-worth 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 investment strategies.

Kathleen Evans is a financial advisor at William Blair with seven years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Evans has been with William Blair since 2021. 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, using an active, research-driven approach across multiple asset classes.

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.

Matthew Lafontaine is a financial advisor at William Blair with 10 years of industry experience and holds a Series 66 credential. He has worked at William Blair since 2015 and is also a principal and head of baseball operations at The Yard, an indoor baseball facility. Additionally, he coaches baseball on weekends for New Trier Pony. 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 proprietary models and access to private funds through its MB Investments Program.