Joseph Scanlon is a financial advisor at Mesirow Financial Investment Management, Inc. in Chicago, IL, with 58 years of industry experience. He has held his current role at Mesirow Financial since 1993 and holds Series 63 and Series 65 licenses. Mesirow Financial Investment Management, Inc.’s Wealth Management division offers discretionary and non-discretionary investment management and financial planning services to private individuals, pension and profit-sharing plans, government entities, charitable organizations, and institutional clients. The firm employs a process that includes preparing Investment Policy Statements, setting asset allocation targets, conducting due diligence across various asset classes, and may use third-party sub-advisors and proprietary private investment products.

Taylor Mc Main is a CFP® professional with 11 years of industry experience, currently associated with Schwab Wealth Advisory, Inc. in Chicago, IL. His prior experience includes roles at Beacon Pointe Advisors and various divisions of Charles Schwab, where he has worked since 2013. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm emphasizes asset allocation and investment selection based on standard models and internal research, with client-directed trade execution and at-least-annual reviews tailored to individual goals and risk tolerance.

Sabrina Emert is a financial advisor with Mesirow Financial Investment Management, Inc. in Chicago, IL, holding a Series 66 designation and six years of industry experience. Prior to joining Mesirow in 2021, she worked at Bank of America, Merrill, and Merrill Lynch. Outside of finance, she teaches yoga sculpt classes twice a week at CorePower Yoga. Mesirow Financial Investment Management’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, and institutional clients. The firm uses a disciplined process that includes preparing Investment Policy Statements, setting asset allocation targets, and conducting due diligence across various asset classes, while offering access to proprietary private investment products and third-party managers.

Joseph Glossberg is a financial advisor at Corient with 27 years of industry experience. He holds the CFA®, CIC, and Series 65 designations. His work history includes long-term service at Gofen and Glossberg, L.L.C. from 1997 to 2023 before joining Corient and its affiliates. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, 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 alternative investment options.

Jeffrey Urban is a financial advisor at William Blair with two years of industry experience. He holds a Series 66 designation and has worked at William Blair since 2023, with prior roles at Advisory Research, Vector Marketing Corporation, and ShoreAcres. 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 model portfolios and access to private funds through its MB Investments Program.

Ted Breiter is a CFP® with 16 years of industry experience, currently serving as an advisor at Corient since 2026. Prior to joining Corient, he worked for 11 years at Vivaldi Capital Management. He holds Series 63 and Series 65 licenses and is based in Chicago, IL. 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 corporations. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers, employing risk management tools and alternative investment options as appropriate.

Steven Egan is a financial advisor with Oppenheimer in Chicago, IL, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. His prior work includes five years at CIBC World Markets Corp. and over two decades with Fahnestock & Co. Inc. before its integration with Oppenheimer. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a wide range of programs including asset management, consulting, and retirement services with a focus on both discretionary and non-discretionary engagements.

Kristina Rediehs is a financial advisor at William Blair with one year of industry experience. She holds the Series 66 designation and has been with William Blair since 2011. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients. The firm emphasizes active, research-driven management across multiple asset classes and provides proprietary models and access to private funds through its MB Investments Program.

John Fisher is a CFA® charterholder with 23 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2015. He is based in Chicago, IL, and holds the Series 63 designation. Outside of his advisory role, he is a managing member of 5 Fish Operating Partners, LLC, a food trailer leasing business. Fifth Third Securities 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 tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration.

Jill Ward is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Hightower Advisors since 2021. Her prior experience includes five years at TC Wealth Partners and 17 years at Trust Company of Illinois. She is based in Chicago, IL. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary management, financial planning, and retirement consulting. The firm emphasizes multi-manager solutions and proprietary research, serving clients through a network of Advisor Practices with access to various investment vehicles and strategies.

Rachel Markle is a financial advisor at Mesirow Financial Investment Management, Inc. in Chicago, IL, holding a Series 66 designation with seven years of industry experience. Her prior roles include positions at Raymond James & Associates, Inc., William Blair & Company, Vector Trading LLC, and BMO Global Asset Management. Mesirow Financial Investment Management’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 uses a combination of proprietary and third-party strategies, including private investment products, to construct portfolios with established investment policy statements and asset allocation targets.

Jonathan Cook Sr. is a financial advisor at William Blair with 40 years of industry experience. He has been with William Blair & Company L.L.C. since 1995. He 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. The firm employs an active, research-driven approach across multiple asset classes and offers proprietary investment models and access to private funds and co-investment opportunities.

Tyler Bartley is a financial advisor at Focus Partners Wealth, LLC in Chicago, IL, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, LaSalle St. Securities, Nordstrom, E*Trade Securities, and Guaranteed Rate. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies alongside third-party managers and private funds.

Rebecca Deaton is a CFP® and Series 65-licensed advisor with 27 years of industry experience. She is currently with Focus Partners Wealth, LLC, where she has worked since 2026. Her prior experience includes roles at Kovitz Investment Group Partners, Relative Value Partners, and Brownson, Rehmus & Foxworth, Inc. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, third-party managers, and private funds.

Kathryn Kennedy is a CFP®-designated financial advisor with 26 years of industry experience, currently serving at Cerity Partners LLC since 2014. Her prior roles include positions at Barclays Capital Inc., Lehman Brothers Inc., and Goldman Sachs Wealth Services. She is a trustee for the estate of E. Jane Williams and serves as a director for the Chicago Foundation for Women. Cerity Partners advises a diverse client base including individuals, families, trusts, charitable institutions, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services with an investment approach centered on client-specific profiles, combining quantitative and discretionary strategies alongside access to alternative and private market solutions.

Matthew Leuer is a financial advisor at William Blair with a Series 66 designation and two years of industry experience. Prior to joining William Blair, he worked at Hudl and held positions at the University of Nebraska-Lincoln and Marmion Academy. 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 active, research-driven management across multiple asset classes and offers proprietary models and access to private funds and co-investment opportunities.

David Kuzia is a financial advisor at William Blair with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including OppenheimerFunds Distributor, Inc., Advisors Asset Management, Inc., Raymond James & Associates, and Carillon Tower Advisers, Inc. 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 through its MB Investments Program.

Mark Sudderberg is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and possessing 42 years of industry experience. He previously worked at First Heartland Capital, Inc. for 21 years and at Clear Perspective Advisors for four years. Based in Chicago, IL, Sudderberg has a long tenure in financial advisory roles. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual investors, institutional clients, and various organizational entities. The firm utilizes a multi-manager approach, combining affiliated and third-party managers, and offers services ranging from portfolio management to retirement plan consulting.

Francis Murphy III is a Series 66-licensed financial advisor with Hightower Advisors in Chicago, Illinois. He has 19 years of industry experience and has been with Hightower Advisors since 2010. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and financial institutions. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Trevor Johnson is a financial advisor at Fifth Third Securities, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2021. Outside of his advisory role, he is active as an online seller on eBay and TCGPlayer.com and creates trading and playing card content on YouTube. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts, offering investment advisory and brokerage services through various program types and third-party portfolio managers on its Passageway platform.