Scott Krzeminski is a financial advisor at William Blair with 31 years of industry experience. He has been with William Blair & Company since 2014. He holds Series 63 and Series 65 licenses. 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 an active, research-driven approach across various asset classes and offers proprietary models and access to private funds and co-investment opportunities.

Mitchell Protus is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has been active in the industry since 2023, including roles at LPL Financial and MAP Wealth Management. His background includes various positions outside of finance, such as working at Reunion Brewery and Hawthorn Woods Country Club. Private Advisor Group serves a diverse range of clients, including individuals, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives and access to multiple third-party asset managers and turnkey asset management platforms.

Brian Early is a financial advisor with William Blair, holding a Series 66 designation and 16 years of industry experience. He has been with William Blair & Company since 2011. 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 an active, research-driven approach across various asset classes and provides proprietary models and access to private funds through its MB Investments Program.

Eugene Nacci is a financial advisor at Citigroup Global Markets in Chicago, IL, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has previously worked at Merrill, Oppenheimer & Co. Inc, Capital Asset Advisory Services, Three Sixty Wealth Management, and Fidelity Brokerage Services LLC. Citigroup Global Markets serves individual and institutional clients across a variety of segments, offering multi-asset, multi-manager investment advisory programs along with broker-dealer execution and custody services. The firm is notable for its large institutional scale, in-house research, and specialized market roles including derivatives and futures services.

Goran Tomic is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and 16 years of industry experience. His career includes roles at Fifth Third Bank, CUNA Mutual Group, CUNA Brokerage Services, and BMO Harris Financial Advisors prior to joining PNC Investments in 2018. He is also an authorized signer for Tipperary Door County LLC, a non-investment-related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account for employees. The firm uses algorithm-driven risk assessments and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Maxwell Rinn is a financial advisor at AE Wealth Management, LLC with eight years of industry experience. He holds Series 65 and Series 66 licenses and has previous experience at firms including Fisher Investments, JP Morgan, and Merrill Lynch. In addition to his role at AE Wealth Management, he is involved with Scott Tucker Solutions, Inc, where he engages in insurance sales and services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and multiple investment strategies, serving a large number of clients through a platform-based approach.

Edward Gray III is a CFP® professional with 14 years of industry experience. He is currently with Focus Partners Wealth, LLC and has prior experience at The Colony Group, LLC, Buckingham Asset Management, LLC, and Financial Solutions Advisory Group, Inc. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, 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 investment vehicles.

Luke Wolchuk is a financial advisor with SPC based in Chicago, IL, holding a Series 66 designation and four years of industry experience. He has worked at Sigma Planning Corporation since 2022 and previously at Dwayne Johnson & Associates and CNH Industrial. Outside of advisory services, he is a partner in a CPA and tax preparation practice where he assists with tax return preparation and electronic submissions. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a team of over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary investment management tailored to client needs.

Kelsey Stella is a financial advisor at William Blair with 11 years of industry experience. She holds the Series 66 designation and has been with William Blair since 2014. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm uses an active, research-driven approach across multiple asset classes and provides access to proprietary models and private investment opportunities.

Steven Josephson is a financial advisor at Bankers Life Advisory Services, Inc. in Chicago, IL, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bankers Life Advisory Services and Bankers Life Securities since 2017, following a 12-year tenure at Harris Investor Services, Inc. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment approach.

Joseph Cheop is a financial advisor at William Blair with 26 years of industry experience. He has been with William Blair And Company, L.L.C. since 2004. His credentials include Series 63 and Series 65 licenses. William Blair’s Private Wealth Management division offers 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 models and access to private funds and co-investment opportunities.

Jennifer Rosenblum is a financial advisor with Mesirow Financial Investment Management, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Mesirow Financial since 1997. Mesirow Financial Investment Management, Inc.’s Wealth Management division serves private individuals, pension plans, government entities, charitable organizations, and institutional clients. The firm provides discretionary and non-discretionary investment management and financial planning, employing a process that includes setting asset allocation targets, conducting due diligence across various investment types, and offering access to both third-party managers and proprietary private investment products.

Adria Siewert is a ChFC® and Series 66 credentialed advisor with 18 years of industry experience. She has been with Wealth Enhancement Advisory Services, LLC and its affiliated entities since 2013, and previously worked at LPL Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by quantitative and fundamental research and a structured rebalancing process.

Michael Bryan is a financial advisor at Mesirow Financial Investment Management, Inc. with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Mesirow Financial since 2006. Outside of his advisory role, he operates a tax preparation practice as a sole proprietor. Mesirow Financial Investment Management, Inc.’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 quantitative and qualitative due diligence across various asset classes and offers access to proprietary private investment products and affiliated feeder funds.

Julian Bell is a CFP® and Series 65 credentialed advisor with four years of industry experience. He has worked at Hightower Advisors since 2025 and previously held roles at Plante Moran Financial Advisors and Plante Moran. His background also includes experience outside of financial services. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a variety of portfolio construction options including mutual funds, ETFs, alternative investments, and custom indexing.

Susan Wolfe is a financial advisor at Focus Partners Wealth, LLC with 29 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Merrill for 25 years before joining several firms including Sanctuary Advisors, Telemus Capital, and Kovitz Investment Group Partners. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies along with a range of affiliated private and registered funds.

Margaret Miller is a financial advisor at William Blair with three years of industry experience. She holds a Series 66 designation and has worked at William Blair since 2021, following a period at American Commercial Bank & Trust. William Blair’s Private Wealth Management division serves individuals, foundations, pension, and corporate clients with discretionary and non-discretionary investment management, financial planning, and wealth services. The firm employs an active, research-driven approach across equities, fixed income, and alternative strategies, offering proprietary models and access to private funds and co-investment opportunities.

Roger Smithberg is a CFP® with 36 years of industry experience. He has been with Sanctuary Advisors, LLC since 2015 and also has longstanding involvement with Sanctuary Securities, Inc. since 1998. Based in Chicago, IL, Smithberg holds Series 63 and Series 65 designations. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations through over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, and retirement plan consulting, employing a variety of investment approaches and acting as a fiduciary when under written advisory agreements.

Christopher Brathwaite is a financial advisor at William Blair with 27 years of industry experience. He has been with William Blair & Co LLC since 2010 and holds Series 63 and Series 65 credentials. 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 employs an active, research-driven approach across equities, fixed income, and alternative strategies and offers a range of proprietary models and access to private funds and co-investments.

John Pestikas is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with PNC investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account accessible to employees with existing PNC Bank online credentials. Their approach uses approved strategies executed via mutual funds and ETFs, relying on algorithmic risk assessments and delegating portfolio management and proxy voting to third parties.