Laura Macias is a financial advisor at William Blair with 19 years of industry experience. She holds a Series 66 designation and has been with William Blair & Company since 2006. Based in Chicago, IL, she is part of a team of 322 advisors at the firm. William Blair’s Private Wealth Management division provides discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs active, research-driven management across equities, fixed income, and alternative strategies, offering proprietary models and access to private funds and co-investment opportunities.

Erin Schuster is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and nine years of industry experience. She has worked at Harvest Financial Planning, Harvest Wealth Partners, and LPL Financial since 2014. Additionally, she serves as a board member for the Hanover Central Athletic Boosters. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm uses a fiduciary-based advisory model and offers both discretionary and non-discretionary services, leveraging technology platforms and third-party managers.

Chad Starkovich is a Series 65-licensed financial advisor with CIBC Private Wealth Advisors, Inc., based in Chicago, IL. He has 18 years of industry experience, including prior roles at Geneva Advisors and CIBC Private Advisers, Inc. Outside of his advisory work, he serves as a soccer referee for the Tri Cities Soccer Association. CIBC Private Wealth Advisors provides investment advisory and wealth management services to a diverse client base, including individuals, families, trusts, and investment companies. The firm combines internal investment teams with external managers and offers customized portfolio management, financial planning, and coordinated Family Office services.

Cody Roberts is a CFP® with six years of industry experience, currently serving as a financial advisor at William Blair in Chicago. He has been with William Blair since 2019 and previously worked at Hobart and William Smith Colleges. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, and pension and corporate clients, utilizing active, research-driven strategies across multiple asset classes.

Simone Bolden is a Series 66-licensed financial advisor with two years of industry experience, currently affiliated with Private Advisor Group, LLC. Her prior work includes roles at MAP Wealth Management and LPL Financial, as well as entrepreneurial experience running Lola Beans Coffee. She has also held positions in education and retail sectors. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement consulting. The firm employs a fiduciary-based advisory model and provides access to proprietary and third-party managed account solutions.

John Conway is a financial advisor at Focus Partners Wealth, LLC with 28 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Kovitz Investment Group Partners, LLC, Kovitz Securities, LLC, and Rothschild Investment LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Kwasi Maafoh is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. His prior roles include positions at Buckingham Strategic Wealth, LLC, Creative Planning, Inc., and TrueWealth, LLC. He previously worked at Atlanticus Holdings Corporation and spent four years at the University of Georgia. 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 within an enhanced open architecture framework.

Michael Wrocenski is a financial advisor with Hightower Advisors in Chicago, IL, holding a Series 66 designation and three years of industry experience. He has worked at Hightower Advisors since 2022 and previously was associated with EFG Advisors and held roles outside the financial industry, including operating a business called FlyHigh Bounce House Rentals. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s advisory model focuses on manager selection and multi-manager solutions, offering access to affiliated and third-party managers, along with proprietary research and various investment vehicles.

Phillip Weinstein is a financial advisor with Farther, holding Series 63 and Series 66 credentials and 19 years of experience in the industry. His prior work includes sixteen years at Edelman Financial Engines, as well as roles at Chase Investment Services Corp., Wells Fargo Investments, Llc, and CUSO Financial Services, L.P. Outside of advisory work, he owns and manages a real estate investment property. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, utilizing proprietary models, algorithmic rebalancing, and a range of investment vehicles including ETFs, mutual funds, equities, and fixed income.

Jake Faucett is a CFP® professional with five years of industry experience. He has worked at Moneta Group Investment Advisors, LLC since 2022 and previously was employed at Creative Planning, Inc. and Ernst & Young, LLP. He is based in Chicago, IL. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, and family office services. The firm uses a Partner-led team structure supported by centralized investment processes and offers specialized services for clients with complex needs.

Arthur Paterson Jr. is a financial advisor at William Blair with 23 years of industry experience. He holds the Series 66 designation and has worked at William Blair since 2017. Prior to that, he was employed at Bank of America, N.A. and Merrill. 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 multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Kenneth Rosenbaum is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2009, following nine years at Citigroup Global Markets. Rosenbaum serves as trustee for his parents' trust accounts. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of advisory programs, combining discretionary and non-discretionary services across equity, balanced, and fixed-income portfolios.

Laurence Mccarthy is a financial advisor with Eagle Strategies (NY Life) in Munster, IN, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been associated with NYLife Securities LLC since 2013 and New York Life Insurance Company since 2012. Outside of his advisory role, he is involved in insurance brokering through Simplicity Life and Rafferty and Associates, Inc. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through multiple program types and primarily manages assets on a non-discretionary basis.

Gregory Gregory is a CFP® and holds the Series 66 designation, with 13 years of experience in the financial industry. He has worked at Hightower Advisors since 2021 and previously spent eight years at Clear Perspective Advisors and Ausdal Financial Partners. He is based in Chicago, IL. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory model emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers, proprietary research, and a variety of investment vehicles including mutual funds, ETFs, and alternative investments.

Mark Hofstetter is a Certified Financial Planner (CFP®) with 36 years of industry experience. He is currently with Concurrent Investment Advisors, LLC and has previously worked at firms including Purshe Kaplan Sterling Investments, Next Retirement Solutions, Raymond James Financial Services, Wells Fargo Advisors, and A. G. Edwards & Sons. Outside of his advisory work, he is a paid performing musician through his part-time involvement with And Beyond LLC. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, families, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a broad network of approximately 286 advisors.

Christopher Fabian is a financial advisor at Mesirow Financial Investment Management, Inc. He holds a Series 66 designation and has six years of prior experience at Cambridge Associates before joining Mesirow in 2024. He also worked at Christopher Newport University for four years. Mesirow Financial Investment Management’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to private individuals, institutional clients, and government entities. The firm uses an investment approach that includes setting asset allocation targets, due diligence across a range of asset classes, and may utilize third-party sub-advisors and proprietary private investment products.

Mark Tyszkiewicz is a financial advisor with TIAA-CREF in Chicago, IL, holding Series 63 and Series 66 designations and 18 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors, U.S. Bank, and BMO Harris Financial Advisors. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with ties to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm operates an advisory model that distinguishes between point-in-time planning services and ongoing discretionary management through managed account programs.

Hollis Herman is a financial advisor with Oppenheimer in Chicago, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. His career includes roles at firms such as RBC Capital Markets Corp, Ameriprise Financial Services, and LPL Financial. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory strategies spanning equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Charles Kaufmann is a financial advisor at Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has been with the firm since 2026. His prior experience includes roles at Bella Via Restaurant and Meadows Golf Course. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management according to clients’ goals and risk tolerances.

Baili Roy is a CFP® with nine years of industry experience, currently advising at Corient in Chicago, IL. Prior to joining Corient, Roy worked at Balasa Dinverno Foltz LLC for six years. Roy serves as the Director of Education for the Financial Planning Association of Illinois and volunteers as a financial mentor for young adults at 3rd Decade. Corient provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that integrates proprietary and third-party strategies with risk management tools and may include alternative investments where appropriate.