Zackary Meuser is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Corient in Chicago, IL. Prior to joining Corient, he worked at Vivaldi Capital Management LP and Mesirow Financial, Inc., each for five years. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house securities strategies with third-party managers and customized asset allocation, supported by continuous portfolio monitoring and risk management tools.

Cecilia Brunetti is a financial advisor at William Blair with 25 years of industry experience. She has been with William Blair & Company since 2006. Outside of her advisory role, she serves as a training facilitator for Bonfire Women Inc., a women’s leadership training program. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, and pension and corporate clients, employing an active, research-driven approach across multiple asset classes.

Patrick Phillipp is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Stifel for nine years and The Federal Savings Bank for two years before joining Rockefeller Financial. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer that offers a range of securities and investment banking services.

Raymond Kelly Jr. is a financial advisor with Bankers Life Advisory Services, Inc. based in Chicago, IL, holding a Series 66 designation and 24 years of industry experience. He has worked with Bankers Life and related entities since 2018 and previously with Allianz Life Financial Services LLC and Allianz Life of North America. Outside of his advisory role, he is involved in freelance digital marketing of health and fitness products, a hobby project he manages with his children. 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 consulting. The firm combines fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management according to clients’ goals, risk tolerances, and time horizons.

Adam Kinsinger is a CFP®-certified financial advisor with two years of industry experience, currently with Focus Partners Wealth, LLC in Chicago. He previously worked at ShankerValleau Wealth Advisors, Inc. and DVI. Outside of advising, he assists with tax preparation at ShankerValleau Accountants, Inc., an accounting firm. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds.

Lauren Greenebaum is a financial advisor at Mesirow Financial Investment Management, Inc. with 10 years of industry experience. She holds a Series 66 designation and has been with Mesirow Financial since 2016. Mesirow Financial Investment Management, Inc.’s Wealth Management division offers discretionary and non-discretionary investment management and financial planning to private individuals, pension and profit-sharing plans, government entities, charitable organizations, and institutional clients. The firm uses both third-party managers and proprietary private investment products, employing a process that includes preparing Investment Policy Statements, asset allocation, and due diligence across various asset classes.

Nicholas Eppler is a CFP® professional at Schwab Wealth Advisory with three years of industry experience. He has held roles at several firms, including Charles Schwab & Co., Sonar Wealth, Edward Jones, and Fidelity Investments. Prior to his financial services career, he worked at Keyence Corporation of America for six years. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, with clients making final trading decisions and discretionary management handled by affiliated or third-party managers.

Cassidy Ammons is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) based in Chicago, IL. She holds a Series 65 designation and has five years of industry experience. Prior to joining Equity Services, she worked with National Life Group and TriFound Advisory LLC. Outside of her advisory role, she is involved in insurance agency activities and media workshops through her association with Chicago Wealth. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines multiple advisory platforms and third-party asset managers, offering a range of investment strategies that include both long-term and shorter-term options.

Andrew Mutlu is a CFP® with 11 years of industry experience, currently affiliated with Mesirow Financial Investment Management, Inc. He has previously worked at Ameriprise Financial Services Inc., Fifth Third Securities, and Fifth Third Bank. Mesirow Financial Investment Management, Inc.’s Wealth Management division offers discretionary and non-discretionary investment management and financial planning services to a diverse client base, including private individuals, institutional clients, and government entities. The firm employs a disciplined investment process incorporating both proprietary and third-party strategies across various asset classes.

Andrew Sternberg is a CFP® professional based in Chicago, IL, with seven years of industry experience. He has worked at Corient since 2026, following a 13-year tenure at Vivaldi Capital Management LLC. Sternberg currently serves as an advisor at Corient, a firm offering investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. Corient employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions, using risk management tools and alternative investments where appropriate.

Jeffrey Toner is a financial advisor with Hightower Advisors in Chicago, IL, holding the ChFC® designation and Series 63 and 65 licenses. He has 41 years of industry experience, including prior roles at Comprehensive Asset Management & Servicing, Inc. and Private Vista, LLC. He serves as a board member for SGA Youth and Family Services, a charity based in Chicago, participating in policy and program reviews. Hightower Advisors provides a broad range of investment advisory and planning services to individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through its network of Advisor Practices.

Diogen Paskali is a Series 66-licensed financial advisor with William Blair in Chicago, Illinois. He joined the firm in 2023 and has prior experience working in educational institutions including Miami University and Saint Ignatius College Prep. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm utilizes an active, research-driven approach across multiple asset classes and offers proprietary models and access to private funds through its integrated platform.

Evan Lemker is a financial advisor at Principal Financial Services in Chicago, IL, holding a Series 66 designation. He has experience spanning multiple roles since 2012, including positions at Principal Life Insurance Company, the University of Iowa, and Hy-Vee. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Mark Brennan is a financial advisor with Bankers Life Advisory Services, Inc. in Chicago, IL, holding Series 63 and Series 65 credentials and possessing 21 years of industry experience. His prior roles include positions at Bankers Life Securities, PM Radio/Radio America, and Fidelity Brokerage Services. 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 a combination of fundamental, technical, and cyclical analysis to create tailored investment strategies aligned with clients’ goals and risk tolerances.

Kendall Lavelle is a Series 65 licensed financial advisor with Mesirow Financial Investment Management, Inc. in Chicago, IL, and has four years of industry experience. Prior to joining Mesirow in 2021, Kendall worked at Fay Financial, AMG National Trust, and RSM US LLP. Mesirow Financial Investment Management’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to individuals, pension plans, government entities, charitable organizations, and institutional clients. The firm employs a multi-asset approach with both third-party and proprietary investment products, including access to affiliated private equity and real estate funds.

Dhruv Patel is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds the Series 66 designation and has been with Goldman Sachs since 2023. Prior to his advisory role, he studied at the University of Illinois Urbana-Champaign and gained experience outside finance in the automotive service sector. Goldman Sachs Wealth Services serves a wide range of clients, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management tailored to client objectives, leveraging strategic allocation models, manager selections, and both discretionary and non-discretionary implementations within the broader Goldman Sachs ecosystem.

Bradford Miller is a Series 66-licensed financial advisor with William Blair in Chicago, IL, and has 13 years of industry experience. He has been with William Blair & Company 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 employs an active, research-driven approach across multiple asset classes and provides proprietary model portfolios and access to private funds through its specialized programs.

Tyler Cissell is a financial advisor with Focus Partners Wealth, LLC and holds a Series 65 license. He has one year of industry experience and previously worked in various roles across nursing education, accounting, and management from 2015 to 2026. Focus Partners Wealth serves individuals, families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm utilizes a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Matthew Dillig is a financial advisor with Hightower Advisors in Chicago, IL, holding a Series 66 designation and 28 years of industry experience. He has been with HighTower Securities, LLC and Hightower Advisors since 2012. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a variety of investment vehicles such as mutual funds, ETFs, and alternative investments.

Matthew Ward is a financial advisor with Hightower Advisors in Chicago, IL, holding a Series 66 designation and five years of industry experience. His prior experience includes roles at Hightower Securities, LLC, G Treasury, Symphony Clinical Research, and Illinois State University. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and employs proprietary research and a variety of investment vehicles.