Ian Bannon is a financial advisor at Oppenheimer with Series 65 and Series 63 credentials and four years of industry experience. His prior roles include positions at J.P. Morgan Securities, Prudential Insurance Company of America, Pruco Securities LLC, and RJO Futures. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory services that cover equity, balanced, and fixed-income portfolios using strategic and tactical asset allocation.

Matthew Scherer is a CFA® charterholder and holds a Series 63 license. He is based in Chicago, IL, and has five years of industry experience. Prior to joining CIBC Private Wealth Advisors, Inc., he worked for seven years at Geneva Advisors, LLC. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal teams and committees to deliver customized portfolio management and offers strategies including options hedges and structured notes, serving notably higher assets under management per advisor than many peers.

Nicole Romito is a CFP® with 24 years of industry experience, currently serving at Hightower Advisors since 2020. Prior to this, she spent 15 years at Private Vista, LLC (formerly Financial Strategy Network LLC). She holds a Series 66 license and is based in Chicago, IL. Hightower Advisors offers investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager investment approach that includes affiliated and third-party managers, proprietary research, and diversified portfolio construction strategies.

Daniel O’Brien is a financial advisor at Hightower Advisors with nine years of industry experience. He has worked at Hightower Advisors since 2021 and previously spent five years at TC Wealth Partners and twenty years at Trust Company of Illinois. He holds the Series 65 designation and is based in Chicago, IL. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions using both affiliated and third-party managers, offering discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting.

Shauna Kelly Moran is a financial advisor at Mesirow Financial Investment Management, Inc. with 19 years of industry experience. She holds a Series 66 designation and has been with Mesirow Financial since 2005. In addition to her advisory role, she has been involved with FEAST since 2004. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to a range of clients, including private individuals, pension plans, government entities, and institutional clients. The firm employs a comprehensive investment process that includes preparing Investment Policy Statements, setting asset allocation targets, and utilizing both proprietary and third-party investment strategies.

Zachary Abrams is a financial advisor with William Blair in Chicago, holding a Series 66 designation and one year of industry experience. Prior to joining William Blair, he worked at SS&C Technologies for three years and has a background that includes roles in technology and education. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients through active, research-driven strategies across equities, fixed income, and alternatives. The firm manages approximately $64 billion in assets under management and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Edward Bothfeld is a financial advisor with Commonwealth Financial Network in Evanston, IL, holding a Series 66 designation and 11 years of industry experience. He has operated Bothfeld Financial Partners since 2015, conducting fixed insurance sales alongside his advisory practice. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $200 billion in client assets. The firm provides a broad range of managed-account programs, third-party asset manager access, and comprehensive back-office support.

Salvador Briseno is a financial advisor at Fifth Third Securities, Inc. with 32 years of industry experience. He has held roles at Morgan Stanley Dw Inc., Citicorp Investment Services, and Citigroup Global Markets before joining Fifth Third Securities in 2009. Briseno holds Series 63 and Series 65 credentials and is based in Oak Lawn, Illinois. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, incorporating third-party portfolio managers and various investment strategies such as SMA and direct indexing.

Kevin Murphy is a financial advisor with PNC Wealth Management in Chicago, IL, holding Series 63 and Series 66 licenses and six years of industry experience. His career includes positions at JPMorgan Securities and JP Morgan Chase Bank before joining PNC Investments and PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm uses algorithmic questionnaires to recommend risk bands and implements investments via approved model strategies with an emphasis on mutual funds and ETFs.

Jordan Taylor is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Transamerica, Taylor worked at Robinhood Markets, Inc. and Charles Schwab & Co., Inc. He is based in Chicago, IL. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice programs and investment education services. The firm utilizes Morningstar Investment Management for portfolio construction and oversight, focusing on asset allocation and retirement guidance.

Juan Aguilar is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Aurora, IL, holding a Series 66 credential and 17 years of industry experience. He has been with Fifth Third Securities since 2012. Outside of his advisory work, Aguilar serves as a soccer referee for the U.S. Soccer Federation and assists with legal document preparation for Zeigler Chrysler, as well as working part-time in customer service at a firearm dealer and range. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers a range of investment programs on its Passageway Managed Account platform, combining third-party portfolio managers with advisor-guided investment strategies.

David Oulvey is a financial advisor at VALIC Financial Advisors with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at VALIC since 2014. Additionally, he serves as an agent with Agia, involved with non-securities insurance products. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Amy Green is a Certified Financial Planner® (CFP®) with 17 years of industry experience. She has been with CIBC Private Wealth Advisors, Inc. since 2010, based in Chicago, IL. CIBC Private Wealth Advisors provides investment advisory and wealth advisory services to a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team with governance committees to create customized portfolios, utilizing both proprietary and external strategies, and is notable for its scale and involvement with investment company clients.

Jake Nelson is a financial advisor with Bankers Life Advisory Services, Inc. in Chicago, IL. He holds a Series 66 designation and has eight years of industry experience, including prior roles at Edward Jones and Bankers Life Securities, Inc. Outside of his advisory work, he also works part-time as a server and delivery driver at Leona's Restaurant. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm employs fundamental, technical, and cyclical analysis methods to tailor asset allocations and portfolio management to client goals and risk tolerance.

Sean Whitney is a CFP® and CFA® with six years of industry experience. He is currently an advisor with CIBC Private Wealth Advisors, Inc. and was previously with MainStreet Investment Advisors LLC for eight years. Whitney is a partner in two LLCs that provide capital for real estate ventures but does not engage in their operations. 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 expertise and external managers to provide customized portfolio management and offers coordinated Family Office services for complex client needs.

Mark Cassell is a CFA® charterholder with 29 years of industry experience, currently serving at CIBC Private Wealth Advisors, Inc. since 2017. His prior roles include positions at Atlantic Trust Investment Advisors, Gnv Advisors, and Geneva Investment Management of Chicago. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, and investment companies. The firm utilizes a governance structure involving internal investment teams and committees to construct customized portfolios, combining proprietary and external strategies, and manages approximately $67.8 billion in assets.

Martin Gaughan is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Farther since 2025. He previously worked for Commonwealth Financial Network and operated Gaughan Wealth Management, both from 1998 to 2025. Outside of advising, he is the owner and manager of Robert Daniel Properties, LLC, a private entity involved in property management in Chicago. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios, algorithmic rebalancing, and AI tools, focusing on ETFs, mutual funds, equities, and fixed income.

Patrick Biladeau is a financial advisor with Cresset Asset Management, LLC, holding Series 66 and Series 63 designations and 14 years of industry experience. He has worked at Cresset since 2018 and previously spent five years at JPMorgan Chase Bank & Co. and J.P. Morgan Securities. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets and serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach combining strategic asset allocation, manager selection, and both active and passive strategies across various asset classes, including alternatives, while utilizing tools like artificial intelligence and machine learning for research and analysis.

Yulun Wu is a financial advisor at Fifth Third Securities, Inc. based in Chicago, IL, holding Series 63 and Series 66 licenses with nine years of industry experience. His career includes roles at Fifth Third Bank, Citigroup, and JP Morgan Securities LLC. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, institutions, and business entities through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, combining third-party portfolio managers and advisor-directed strategies.

William Norris is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL, holding a Series 65 designation with two years of industry experience. He has been affiliated with CIBC Private Wealth and CIBC National Trust Company since 2010, totaling 16 years with the firm. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm’s investment process integrates an internal team, relationship managers, and governance committees to create customized portfolios using both proprietary and external strategies, and it is notable for its portfolio management services for investment company clients.