Charles Hodges IV is a financial advisor at William Blair with Series 63 and Series 65 credentials and 49 years of industry experience. He has worked at William Blair & Company L.L.C. since 1976. 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 various asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Arlinda Yang is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 designation and one year of industry experience. Her background includes roles at the University of Wisconsin-Madison and Riverside University High School. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts and estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Christopher Watson is a financial advisor with Citigroup Global Markets in Chicago, IL, holding Series 63 and Series 66 credentials. He has 21 years of industry experience, including 19 years at Citigroup Global Markets. Outside of his advisory role, he is a member of 1721 WC, LLC, a real estate holding company. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm utilizes multi-asset, multi-manager strategies and maintains in-house research and execution capabilities, supporting a range of investment products and solutions.

Andrew Golden is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with CIBC Private Wealth Management since 2010. CIBC Private Wealth Advisors serves a broad range of clients including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers customized portfolio management, financial and estate planning, and access to sophisticated strategies, supported by internal investment teams and governance committees.

Thomas Fahey is a CFA® charterholder with six years of industry experience. He currently works at TIAA-CREF and has held roles at TIAA since 2014, as well as a prior position at Merrill. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected through TIAA employer retirement plans. The firm combines point-in-time financial planning with ongoing portfolio management under a fiduciary standard within a vertically integrated structure.

Natasha Cooper is a CFP® certificant with eight years of industry experience, currently serving at Schwab Wealth Advisory, Inc. in Chicago. Her prior experience includes roles at Merrill, Bank of America, and Charles Schwab & Co. She serves as Communications Chair for the Auxiliary Board of the Chicago Youth Center. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab & Co.’s asset-allocation models and research tools to tailor recommendations based on client goals and risk tolerance.

Judia Chang is a financial advisor at William Blair with 10 years of industry experience. She holds the CFP® and Series 63 designations and has worked at William Blair since 2018. Her prior experience includes roles at J.P. Morgan Securities and JPMorgan Chase Bank. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, and corporate clients. The firm emphasizes active, research-driven management across multiple asset classes and provides proprietary model portfolios and access to private funds through its integrated platform.

Justin Grutzius is a CFP®-certified financial advisor with 16 years of industry experience, currently with Citigroup Global Markets in Chicago, IL. His prior roles include positions at JPMorgan Securities and JPMorgan Securities LLC. Citigroup Global Markets Inc. serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services with a focus on multi-asset, multi-manager strategies and large-scale institutional capabilities.

John Tabet is a financial advisor at William Blair with a Series 66 credential and one year of industry experience. Prior to joining William Blair, he worked for six years at Tradecraft Crating and Expo Chicago and spent four years at the University of Illinois Urbana-Champaign. Outside of his financial advisory role, he has held positions in organizations related to crating and art exhibitions. 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 private fund access through its integrated platform.

Aaron Stout is a financial advisor at William Blair in Chicago, IL, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with William Blair & Company since 2007. Outside of his advisory role, he is a partner in Blackthorn Farms, where he spends minimal time annually and receives no compensation. 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 a research-driven approach and provides access to proprietary models, third-party sub-advisers, and private investment opportunities.

Wonee Janet Dougherty is a CFA® charterholder with 24 years of industry experience. She has been with Cresset Asset Management, LLC since 2018 and previously worked at J.P. Morgan Securities Inc. and J.P. Morgan Chase Bank, NA. 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, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction tailored to client objectives, utilizing both active and passive strategies alongside third-party managers, supported by a structured due-diligence and monitoring program.

Ronald Graziano is a CFP® and holds a Series 65 license, currently advising at Creative Planning with four years of industry experience. His prior roles include positions at Wipfli Financial Advisors, Hedge Fund Research, JP Morgan Chase, and seven years working in education at Sandburg Middle School and York High School. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other portfolio management techniques.

Michael Picard is a financial advisor with Valic Financial Advisors in Chicago, IL, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Agia, Bank of America, Merrill, and Aldi. He is also involved with Agia as an agent offering non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and unified managed accounts through a large network of advisors, utilizing centralized technology and model solutions at scale.

Daniel Mendelson is a financial advisor at Rockefeller Financial LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill and Bank of America prior to joining Rockefeller Financial. 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 a range of investment and placement services through an integrated investment platform.

Joseph Locke is a financial advisor at CIBC Private Wealth Advisors, Inc. based in Chicago, IL, with 27 years of industry experience. He holds the ChFC® designation and has worked previously at AT Investment Advisers Inc., Geneva Advisors, LLC, and his own firm, Joseph J. Locke & Company, Ltd. He serves as Successor Trustee for two family trusts, managing asset disbursements according to trust instructions. CIBC Private Wealth Advisors offers investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal investment teams with external managers and governance committees to deliver customized portfolios and manages approximately $67.8 billion in assets, serving a broad client base including high net worth clients and investment company advisory roles.

Christopher Rosamond is a financial advisor at William Blair in Chicago, IL, holding a Series 66 designation with 26 years of industry experience. His career includes positions at Merrill Lynch from 1999 to 2017 and Bank of America from 2009 to 2017 before joining William Blair in 2017. 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 advisory clients access to proprietary models, third-party sub-managers, and private investment opportunities.

Christopher Moreno is a financial advisor with Bankers Life Advisory Services, Inc. He holds the Series 66 designation and has 22 years of industry experience. Moreno previously worked at Next Financial Group, Inc. for 13 years before joining Bankers Life Advisory Services and Bankers Life Securities in 2023. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions.

Dayle Malone is a CFA® charterholder with 13 years of industry experience. He is currently with Hightower Advisors, where he has worked since 2021, following prior roles at Clear Perspective Advisors, LLC and River Street Advisors, LLC. Malone serves as a director of the Dudley D. & Delores R. Malone Family Foundation, a charitable private family foundation based in Illinois. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach centers on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Peter Garzelloni is a CFP® with 19 years of industry experience, currently affiliated with Valic Financial Advisors. His prior roles include positions at Agia, Ameriprise, and MassMutual Life Insurance Company. Outside of his advisory work, he serves as an agent for Agia, focusing on non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, utilizing centralized technology and third-party model managers.

Paul Laliberte is a financial advisor at Oppenheimer with 24 years of industry experience. He holds the Series 66 designation and has worked at Oppenheimer since 2023. His prior experience includes roles at B. Riley Wealth Advisors, B. Riley Wealth Management, and Morgan Stanley DW Inc. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, and charitable organizations with a broad range of investment and consulting services delivered on discretionary and non-discretionary bases. The firm offers equity, balanced, and fixed-income portfolios along with retirement planning and operates both advisory and broker-dealer businesses.