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 with Oppenheimer in Chicago, holding a Series 66 designation and 22 years of industry experience. He has been with Oppenheimer since 2004. Outside of his advisory role, he serves on the board of directors for Block Club Chicago, an online local news organization, where he advises on nonprofit status. Oppenheimer provides advisory and brokerage services to a broad client base, including individuals, corporations, and charitable organizations. The firm employs strategic and tactical asset allocation, manager selection, and a variety of investment vehicles to meet client objectives, and it acts as a qualified custodian for client assets.

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.

Daniel Dopp is a financial advisor at The Huntington Investment Company with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise, The Huntington Investment Company, and LPL Financial. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals—including high-net-worth clients—charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers and proprietary Private Bank strategies, with portfolio management supported by custodial services through National Financial Services.

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.

Lucas Anderson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Wealth Enhancement, he was affiliated with Cetera and has a background that includes roles at Target and DoorDash. Outside of advising, he is the owner and founder of Housewub, a music blog focused on festival news and music releases. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, using a strategic investment process that combines passive and active management guided by a dedicated Investment Committee.

Michael Lydigsen is a financial advisor with Fifth Third Securities, Inc. in Bridgeview, IL, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with Fifth Third Securities and its affiliated firm since 2009. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base including individuals, charitable organizations, and institutional investors. The firm provides various discretionary managed-account options, combining third-party portfolio managers and advisor-managed sleeves, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.

Stephanie Nanney is a CFP® and Series 66-registered financial advisor with 18 years of industry experience. She has worked at Hightower Advisors since 2020 and previously held positions at Comprehensive Asset Management & Servicing, Inc. and Private Vista, LLC. She is based in Chicago, IL. Hightower Advisors provides investment advisory and planning services to a diverse group of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, retirement plan consulting, and access to various investment vehicles, emphasizing portfolio construction and proprietary research.

Marc Brenner is a financial advisor at NorthCoast Asset Management LLC with 24 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Kovitz Investment Group Partners, LLC and Foreside Financial Services, LLC. Outside of his advisory work, he serves as Vice Chairman and principal at Kovitz Investment Group Partners, where he manages real estate investment activities and fund administration. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach, offering a variety of portfolio management strategies including private credit, private equity, and private real estate interval funds.

Arthur Urban is a CFP® and CFA® with nine years of industry experience, currently advising at Focus Partners Wealth, LLC since 2024. He previously worked at Connectus Wealth, LLC, Mid-Continent Capital, and Martin Investment Management. Outside of finance, he operates Airplane Adventures LLC, where he provides flight instruction. Focus Partners Wealth, LLC offers wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies across various asset classes.

Aren Mito is a financial advisor at Oppenheimer in Chicago, IL, holding a Series 66 designation with 13 years of industry experience. He has been with Oppenheimer since 2012. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation alongside a variety of investment vehicles, and acts as a qualified custodian with both discretionary and non-discretionary account management.

Cara Esser is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Creative Planning. Her prior experience includes roles at Mesirow Financial, Blue Cross Blue Shield Association, and Morningstar. Outside of her advisory work, she serves as president of her local homeowners association in Chicago. Creative Planning is an enterprise advisory firm managing approximately $217 billion in client assets, offering services to individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, complemented by supplemental offerings such as direct indexing and tax-loss harvesting, and provides a range of affiliated legal, trust, and retirement plan services.

Wayne Titche is a CFA® charterholder and holds a Series 63 license with 33 years of industry experience. He has been with City National Rochdale since 2014, now part of RBC Rochdale, LLC, located in Chicago, IL. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and charitable organizations. The firm employs a multi-strategy investment process that blends quantitative screening with fundamental analysis, utilizing proprietary tools and Monte Carlo simulations to tailor portfolios across equity, fixed income, real assets, and alternative investments.

Leslie Cannon is a CFP® professional with 16 years of experience in the financial services industry. Currently with Cresset Asset Management, LLC since 2024, Leslie previously worked at The Invictus Collective, LLC, JPMorgan Securities, LLC, JPMorgan Chase Bank, N.A., and Merrill. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence program and a range of wealth management and advisory services.

Brad Long is a CFA® charterholder and holds a Series 66 license with 14 years of experience at Fiducient Advisors LLC, where he has worked since 2012. Based in Chicago, IL, he focuses on investment management within the firm. Fiducient Advisors provides investment management, outsourced CIO, and consulting services to a diverse client base that includes institutional and non-institutional clients such as pension plans, endowments, corporations, and private investors. The firm employs a research-driven approach emphasizing asset allocation and investment manager due diligence, managing approximately $34.2 billion in regulatory assets as of December 31, 2024.