Eric Daliege is a financial advisor with Goldman Sachs Wealth Services in Chicago, IL, holding a Series 66 designation and 11 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent seven years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm leverages centralized investment resources and model portfolios while offering tailored services such as Executive Wealth and Private Family Office support.

Elias Kuhns is a financial advisor at William Blair in Chicago, IL, holding a Series 66 designation with four years of industry experience. His work history includes multiple roles at William Blair since 2020 and earlier experience at BioSig Technologies and in the hospitality sector. He has also been a full-time student at Union College since 2017. 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 emphasizes active, research-driven management across various asset classes and provides access to private funds and co-investment opportunities through its MB Investments Program.

Joel Fliegel is a financial advisor at Wealth Enhancement Advisory Services, LLC with 26 years of industry experience. He holds the CFP® designation and has worked at firms including Goldman Sachs Wealth Services and CLA Financial Advisors, which was acquired by Wealth Enhancement. Outside of his advisory work, Fliegel serves as a Level 1 USA Hockey Official, officiating youth hockey games in the Chicago area, and provides pro bono counseling for families of cancer patients. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active management with quantitative, momentum, and fundamental analysis.

Florence Isaac is a financial advisor at Fifth Third Securities, Inc. based in Chicago, IL, with three years of industry experience. She holds Series 63 and Series 66 credentials and has worked at several firms including LPL Enterprise, The Prudential Insurance Company of America, and Merrill. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through both investment advisory and brokerage services. The firm offers multiple investment programs on the Passageway platform, combining third-party portfolio management with advisor-directed strategies.

Thomas Gilboy is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Chicago, IL, holding Series 63 and Series 65 licenses and having 16 years of industry experience. He has worked at Equity Services since 2017 and has also been affiliated with National Life and Metlife Securities. Outside of his advisory role, Gilboy consults with business owners to help grow their businesses. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines long-term investment strategies with options for shorter-term trading, offering multiple advisory platforms and working with third-party asset managers and model portfolios.

Stanko Pavlovic is a financial advisor at PlanMember Securities Corporation with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including LPL Financial, BMO Harris Financial Advisors, and WCG Wealth Advisors. He is also president of Prosperity Wealth Advisors, an investment-related business. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios, offering education and support services including retirement planning and separation counseling.

Steve Landefeld is a Series 66-registered financial advisor with RBC Rochdale, LLC, based in Chicago, IL. He has 13 years of industry experience, including roles at City National Rochdale since 2018, Ameriprise Financial Services in 2018, and Peak6 Investments LP from 2012 to 2017. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm uses a multi-strategy investment process that integrates quantitative screening, fundamental analysis, and proprietary tools to construct tailored portfolios across various asset classes, including equity, fixed income, real assets, and alternatives.

Nathan Buth is a financial advisor with CIBC Private Wealth Advisors, Inc. in Chicago, IL, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked at CIBC Private Wealth Advisors since 2017, following roles at Atlantic Trust Investment Advisors, Geneva Investment Management of Chicago, and GNV Advisors. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a collaborative investment process involving internal teams and committees to create customized portfolios, using a combination of proprietary and external strategies, including options hedges and structured notes.

Maxwell Tuozzolo is a financial advisor at Citigroup Global Markets with two years of industry experience. He previously worked at Morgan Stanley and Citibank and has a background that includes studies at the University of Colorado, Boulder. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing functions, supporting a broad and complex platform for wealth management.

Caitlyn Finfrock is an advisor at Corient with a Series 65 credential and one year of industry experience. Her prior roles include positions at Capstone Financial Advisors and Corient Services LLC, as well as experience in educational and service industries. Corient provides investment advisory and financial planning services to a diverse client base, employing a goals-based, team investment approach that integrates in-house strategies, third-party managers, and risk management tools. The firm also offers specialized private fund capabilities and affiliated trust and brokerage services.

Michael Adamski is a financial advisor at Mesirow Financial Investment Management, Inc. in Chicago, IL, with 22 years of industry experience. He has been with Mesirow Financial since 2009 and holds the Series 66 designation. 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 that utilizes both third-party managers and proprietary private investment products.

Michael Wertz is a financial advisor at William Blair with 17 years of industry experience. He holds the Series 66 designation and has been with William Blair & Company LLC since 2008. William Blair’s Private Wealth Management division provides discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm uses active, research-driven management across multiple asset classes and offers proprietary model portfolios and access to private funds and co-investment opportunities.

Daniel Bolan is a CFP® with 22 years of industry experience, currently advising at Allworth Financial, L.P. He has held prior roles at AW Securities, 83 Rd St. Wealth Management, FNBC Bank & Trust, Charles Schwab Wealth Management, and Mesirow Financial Investment Management. Allworth Financial serves a broad client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, retirement plan consulting, and education through newsletters, podcasts, and seminars, using a combination of quantitative and qualitative analysis to deliver customized investment solutions.

Frank Pellicori is a financial advisor at Corient with 23 years of industry experience. He holds a Series 66 designation and has worked at Vivaldi Capital Management and UBS Financial Services. Outside of his advisory role, he serves as an adjunct lecturer at DePaul University. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, 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 various risk management tools.

Deborah Hopkins is a CFP®-certified financial advisor with 25 years of industry experience. She is currently with Focus Partners Wealth, LLC and has held roles at Kovitz Investment Group Partners, Kovitz Securities, Trinity Financial Advisors, and Foreside Financial Services. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, advisory services, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies and integrates a range of proprietary and third-party tools.

Jonathan Nickow is a CFP®, CFA®, and Series 63-licensed financial advisor with nine years of industry experience. He is currently with Corient in Chicago, where he has worked since 2026. Prior to joining Corient, he spent nearly a decade at Summit Trail Advisors and its affiliated entities. He also serves in multiple roles for certain client trusts and may receive separate compensation for those services. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party solutions and employs continuous portfolio monitoring and risk management tools to align with client objectives.

Charles Villano is a CFP® with 32 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. His career includes extended tenures at both Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he provides continuing professional education (CPE) courses for local CPAs and engages in life coaching for business owners. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm employs a combination of advisor-led discretionary management and model-based strategies, delivering tailored client solutions through proprietary programs, third-party platforms, and a digital advisory solution.

Kari Skyles is a financial advisor with Bankers Life Advisory Services, Inc. in Chicago, IL. She holds the Series 66 designation and has been with the Bankers Life organization since 2007 in various capacities. Her experience spans multiple roles within the firm and its affiliated broker-dealer entities. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and ongoing portfolio management aligned with client goals and risk tolerances.

Nicholas Latko is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. He previously worked at Ausdal Financial Partners, Inc. and Clear Perspective LLC for ten years each. Outside of his advisory role, Latko is a co-owner of Perspire Sauna Studio and serves as a board member of the F3 Naperville Foundation, where he assists with event planning and organizational direction. 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 affiliated and third-party managers across various investment vehicles, including mutual funds, ETFs, and alternative investments.

James Judd is a CFP® with seven years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago since 2019. Prior to joining CIBC, he was self-employed from 2017 to 2019 and worked in other roles 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 employs a structured investment process involving internal teams and committees to deliver customized portfolio management, including access to options strategies and family office services, managing approximately $67.8 billion in assets with 175 advisors.