Eileen Carraher is a financial advisor at William Blair with Series 63 and Series 65 credentials and 32 years of industry experience. She has been with William Blair & Co LLC since 2009. 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 models and access to private funds and co-investment opportunities.

Thomas Sandt is a financial advisor at Mercer Global Advisors Inc. with 32 years of industry experience. His prior roles include positions at TIAA-CREF, Academy Securities, First Trust Portfolios, and Citigroup Global Markets. He holds the Series 63 and Series 65 credentials. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios implemented with a mix of ETFs, index funds, separate accounts, and private funds.

Matthew Kocanda is a CFP® and holds a Series 66 license, with 15 years of industry experience. He is currently with Corient, where he has worked in various capacities since 2022, including a role at Corient Services LLC beginning in 2023. His prior experience includes seven years at Balasa Dinverno Foltz LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies and third-party solutions, and offers specialized services through affiliated entities such as family office and corporate trustee services.

Eryn Clemens is a Series 66 licensed financial advisor with 12 years of industry experience. She has worked at Goldman Sachs Wealth Services since 2021 and previously spent nine 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, corporate participants, and institutional clients. The firm integrates centralized investment resources and a range of tailored offerings, delivering services through both direct and partner programs.

Sydney Lukatsevich is a CFP® with eight years of industry experience, currently serving at MAI Capital Management, LLC since 2026. Prior to joining MAI, he held roles at Calamos Financial Services LLC, Calamos Wealth Management LLC, Mowery & Schoenfeld Wealth Management, Mutual of Omaha Advisors, Axa Advisors, and Morgan Stanley. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm employs a customized approach to portfolio management across multiple strategies and offers services including trust administration and insurance through affiliated entities.

Gary Erickson is a financial advisor with Eagle Strategies (NY Life) in Deerfield, IL, holding Series 63 and 65 licenses and bringing 36 years of industry experience. He has worked at Eagle Strategies since 2004 and previously at Oakwell Financial Partners from 2017 to 2019. Erickson serves as a board member for the LaGrange Area Department of Special Education (LADSE). Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individuals, institutions, and corporate sponsors. The firm offers multiple advisory programs and emphasizes tailored recommendations, managing most assets on a non-discretionary basis.

Rachel Seiler is a CFP® and holds a Series 66 license with six years of industry experience. She has worked at Creative Planning since 2022 and previously held roles at Mariner Wealth Advisors, Fifth Third Securities, Fifth Third Bank, Johnson Investment Counsel, and the University of Cincinnati. Outside of her advisory work, she volunteers as a girls basketball coach at Whitney Young High School in Chicago. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in client assets. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by additional investment options and a suite of retirement plan services supported by affiliated legal, trust, and recordkeeping businesses.

Mirko Reithofer is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with Fifth Third Securities, Inc. and Fifth Third Bank, having previously worked at U.S. Bank, U.S. Bancorp Investments, Inc., and PNC Bank and its affiliated entities. Fifth Third Securities, Inc. serves individual, high-net-worth, and institutional clients through both investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account Platform, including mutual fund and ETF models, separately managed accounts, and direct indexing strategies.

Audie Murphy is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds Series 65 and Series 66 licenses. Prior to his current role, his work history includes positions with professional sports organizations and academic institutions. Goldman Sachs Wealth Services serves a broad client base ranging from individual investors to institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm uses strategic allocation models and multiple investment teams to tailor client portfolios, leveraging the broader Goldman Sachs ecosystem and advanced operational tools.

Steven Perlman is a financial advisor with Mesirow Financial Investment Management, Inc. in Highland Park, IL, holding Series 63 and Series 65 registrations and bringing 32 years of industry experience. He has been with Mesirow Financial since 1993. Outside of his advisory role, he serves as Vice President of Pearl Motors, Inc., where he is involved in selling and financing used cars. Mesirow Financial Investment Management, Inc.’s Wealth Management division offers discretionary and non-discretionary investment management and financial planning services to a range of clients, including individuals, pension plans, government entities, and charitable organizations. The firm employs both proprietary and third-party investment strategies across multiple asset classes and manages affiliated feeder funds investing in institutional real estate and private equity master funds.

Charles Collins is a financial advisor at &PARTNERS with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing for 10 years and Morgan Stanley for a combined 5 years. He joined &PARTNERS in 2026. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and ERISA consulting, utilizing a combination of fundamental, technical, and quantitative analysis through discretionary and non-discretionary portfolios.

Catherine Goel is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with Kovitz Investment Group Partners, LLC and Relative Value Partners Group, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a wide range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within a tax- and fee-sensitive framework, utilizing fundamental and quantitative analysis alongside various portfolio management tools.

Jayne Witte is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mariner. She previously worked at BMO Wealth Management and RMB Capital Management. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, and provides integrated tax and accounting services uncommon among large advisory enterprises.

Nathaniel Salvador is a financial advisor with Transamerica Financial Advisors in Oakbrook Terrace, IL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been associated with Transamerica Financial Advisors and Victor Salvador since 2017 and World System Builders since 2023. Outside of his advisory work, he oversees executive assistant activities and conducts product research for Victor Salvador. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering a combination of advisory and broker-dealer services through proprietary and third-party model portfolios.

Marcus Coleman is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior experience includes roles at Empower Advisory Group, Fidelity Investments, and TIAA-CREF. Outside of advisory work, he owns and operates a content platform focused on interviewing peers and creating industry-related material. Creative Planning is an enterprise firm providing wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, pension plans, trusts, and corporations. The firm emphasizes a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Elise Murray is a financial advisor at William Blair with 25 years of industry experience. She has been with William Blair & Company LLC since 2009. She holds Series 63 and Series 65 designations. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients using an active, research-driven approach across equities, fixed income, and alternative strategies.

Jeffrey Mauritzen is a CFP® professional with 25 years of industry experience, currently affiliated with Principal Financial Services. His prior roles include long-term positions at Farmers Insurance Group and Farmers Financial Solutions, as well as ownership of the Jeffrey R Mauritzen Insurance Agency DBA 3 Point Financial. He is also active as a mortgage loan originator with Team USA Mortgage. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Amira Garwood is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and one year of industry experience. Her prior work includes roles at Fidelity Investments and Robert W. Baird, as well as academic experience at Purdue University. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm employs strategic and tactical allocation models and offers a range of advisory services, leveraging integrated capabilities across the broader Goldman Sachs network.

Anupama Gupta Ortiz is a financial advisor with Fifth Third Securities, Inc. in Hoffman Estates, IL, holding a Series 66 designation and 25 years of industry experience. She has been with Fifth Third Securities and Fifth Third Bank since 2005. Outside of her advisory role, she is involved in cosmetic sales as an administrative assistant and participates occasionally as a mystery diner for a Chicago-based restaurant. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

James Santos is a financial advisor with Commonwealth Financial Network in Deerfield, IL. He holds the ChFC® designation and Series 63 and 65 licenses, with 43 years of experience in the industry. He has been with Commonwealth Financial Network since 2000. Outside of advisory work, he is a notary public. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and their individual and institutional clients. The firm offers a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody/clearing services.