Michael Kelly Jr. is a financial advisor at Oppenheimer with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2018, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Kelly serves as trustee for his children's trusts. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation and manager selection to construct client solutions, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary management approaches.

Jason Miller is a CFP® and ChFC® with 23 years of experience in the financial industry. He is currently with Schwab Wealth Advisory, Inc. in Chicago, having previously worked at firms including JPMorgan Securities, Principal Life Insurance Company, and Raymond James Financial Services. Outside of his advisory work, he serves as treasurer of the St. Mary School Mokena IL Athletic Board. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations while leaving final trading decisions to clients.

Elizabeth Bell is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at W Greig & Company LLC and Datum 9 Analytics LLC. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored investment strategies supported by proprietary research, comprehensive planning services, and access to alternative investments through integrated teams across the Goldman Sachs platform.

Julie Burrows is a financial advisor at William Blair with 13 years of industry experience. She has been with William Blair since 2015 and also writes marketing communications on various non-investment topics through her separate business, Orangemosaic LLC. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients, offering active, research-driven strategies across multiple asset classes.

Amir Ahmed is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. Prior to that, he was employed at The Ayco Company, L.P./Mercer Allied and KPMG. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with access to a broad range of affiliated products and services.

Robert Merkle Jr. is a Chartered Financial Analyst (CFA®) with 19 years of experience in the investment advisory industry. He is currently with CIBC Private Wealth Advisors, Inc. and has previously worked at Geneva Investment Management of Chicago, LLC, and AT Investment Advisers Inc. CIBC Private Wealth Advisors provides investment advisory and wealth management services to a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers customized portfolio management, financial and estate planning, and coordinated Family Office services, utilizing a combination of proprietary and external strategies with oversight from dedicated investment committees.

Nikita Praharaj is a CFP® and Series 66 licensed advisor at Corient with three years of industry experience. Prior to joining Corient in 2026, Nikita worked at Vivaldi Capital Management and held various roles at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension and profit-sharing 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 stress testing to align with client objectives.

Tyler Hujik is a financial advisor at Goldman Sachs Wealth Services with 13 years of industry experience. He holds the Series 66 designation and has worked at Ayco/Goldman Sachs & Co. LLC since 2019, following eight years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management along with specialized services such as Private Family Office, Executive Wealth programs, and access to Alternative Investments, utilizing a range of strategic allocation models and proprietary research tools.

Jessica Whiting is a financial advisor at Rockefeller Financial LLC with experience spanning several firms, including Rockefeller Capital Management and Associated Banc-Corp. She holds a Series 66 designation and has been active in the industry since 2021. Outside of her advisory role, she provides tax preparation services for friends and family. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Daniel Morgan is a financial advisor at Cresset Asset Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Hightower Advisors and Citigroup. Cresset Asset Management, LLC manages approximately $71.9 billion in client assets for a diverse range of clients, offering services including portfolio management, wealth management, financial planning, and private fund advisory. The firm employs a diversified, asset-allocation-driven investment approach that combines active and passive strategies along with third-party manager allocations tailored to client objectives and risk profiles.

Maxwell Badgley is a financial advisor at William Blair with one year of industry experience. He holds a Series 66 designation and previously spent 20 years at McKinley Capital Management / Denali Advisors. 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 uses an active, research-driven approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Michael Sarazen is a financial advisor at William Blair with four years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and Morgan Stanley. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, and institutional clients. The firm employs an active, research-driven approach across multiple asset classes and offers proprietary models and access to private funds through its MB Investments Program.

Matthew Mccormick is a financial advisor with Equity Services, Inc., holding a Series 66 designation and 10 years of industry experience. His prior work includes six years at Edward Jones and four years at National Life Group. He is also president of an S corporation affiliated with Lakeshore Financial Group. Equity Services, Inc. (dba ESI Financial Advisors) provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms using third-party managers and combines long-term strategies with options for shorter-term trading and specialized instruments.

Ethan Louis is a financial advisor at Focus Partners Wealth, LLC based in Chicago, IL, holding a Series 65 designation with one year of industry experience. Prior to joining Focus Partners Wealth, he worked at Buckingham Strategic Partners, LLC and has a background that includes roles at Saint Louis University and VIP Valet. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses, employing a long-term investment approach that integrates both active and passive strategies within an enhanced open architecture framework.

Julia Kane is a financial advisor at William Blair with five years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Brown Brothers Harriman and Sei Investments. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm emphasizes active, research-driven management across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

David Satin is a financial advisor at Hightower Advisors with 10 years of industry experience. He holds a Series 66 designation and previously worked at UBS and JPMorgan Securities LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers access to various portfolio management strategies including alternative investments and custom indexing.

Jason Garcia is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior work includes positions at Huntington National Bank, Old National Bank, First Midwest Bank, and LPL Financial. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals—including high-net-worth clients—as well as charitable organizations, corporations, and other business entities. The firm employs an open-architecture model combining third-party sub-managers and proprietary Private Bank strategies, offering multiple wrap-fee programs on the Envestnet MAS platform.

Anil Daka is a financial advisor with William Blair in Chicago, holding a Series 66 designation and 15 years of industry experience. He 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, and corporate clients, employing an active, research-driven approach across equities, fixed income, and alternative strategies.

Catherine Chamberlin is a financial advisor at TIAA-CREF with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and TIAA-CREF during her career. Outside of finance, she has been involved with the Colorado Ballet Company. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers a fiduciary standard through its RIA services and operates within a vertically integrated structure that includes adviser services for donor-advised funds.

Allen Smith is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has worked at CIBC Private Wealth Advisors since 2017 and previously held roles at Atlantic Trust Investment Advisors, Geneva Investment Management of Chicago, LLC, and GNV Advisors, LLC. CIBC Private Wealth Advisors provides investment and wealth advisory services to a wide range of clients, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a collaborative investment process utilizing an internal team, Relationship Managers, and governance committees to deliver customized portfolios and managed account programs, combining proprietary strategies and external managers.