Emmett Omalley is a financial advisor at William Blair with six years of industry experience. He holds the Series 66 designation and has been with William Blair since 2019. Prior to joining the firm, he worked at Indiana University and Park Ridge Country Club. 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 strategies across multiple asset classes and offers proprietary models and access to private funds and co-investment opportunities.

Ethan Speelman is a financial advisor at Fifth Third Securities, Inc. based in Chicago, IL, holding Series 63 and Series 65 licenses with three years of industry experience. His background includes roles at Fifth Third Bank, Hope College, and Calvary Schools. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, providing a range of portfolio options from mutual funds and ETFs to separately managed accounts and tax-overlay strategies.

William Parker is a financial advisor at CIBC Private Wealth Advisors, Inc. with seven years of industry experience. He previously worked at Fiducient Advisors LLC for 12 years before joining CIBC Private Wealth Advisors in 2024. He holds Series 63 and Series 65 licenses. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a collaborative investment process featuring internal teams and committees to create customized portfolios using both proprietary and external strategies, distinguishing itself through its scale and involvement with investment company clientele.

Ruth Uress is a CFP® professional with 17 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2026. Her prior roles include positions at Kovitz Investment Group Partners, Relative Value Partners, Brownson, Rehmus & Foxworth, and Kowitz Investment Group. 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 using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Simon Manoyan is a CFP® professional with 16 years of industry experience, currently serving at Schwab Wealth Advisory, Inc. since 2026. His prior experience includes roles at Charles Schwab & Co., Inc., CliftonLarsonAllen Wealth Advisors, LLC, BKD Wealth Advisors, LLC, and Money Concepts Capital Corp. He also serves on the Board of Directors for the Clinton Complex Condominium Association. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on Charles Schwab’s asset-allocation models and research tools, with trades executed only upon client authorization.

James Escobar is a CFP® professional with 13 years of industry experience, currently serving at Corient in Chicago, IL. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, CNA, United Airlines, and Geneva Advisors at CIBC World Markets Corporation. 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 utilizes a goals-based, team investment approach with a combination of in-house strategies, third-party managers, and risk management tools, and offers specialized capabilities through affiliated private funds and trust services.

G. Nolan is a financial advisor with Equity Services, Inc. in Chicago, IL, holding the ChFC® and Series 63 designations. He has 42 years of industry experience and has been with Equity Services and National Life Insurance Co. since 1984. Nolan is also an insurance agent active in selling life, disability, and health insurance through Lakeshore Financial Group and as an independent contractor under his own name. Additionally, he has served as a board member and officer for the Chicago Metro Chapter of the Illinois CPA Society. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a wide range of clients including individuals, corporations, trusts, estates, and charitable organizations. The firm combines long-term investment strategies with multiple advisory platforms and employs both discretionary and non-discretionary management approaches.

Amy Cramer is a financial advisor at Corient with six years of industry experience. She holds the Series 65 and Series 66 designations and has been with Corient and its related entities since 2016. Prior to joining Corient, she worked at Merrill and UBS Financial Services. 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 strategies with third-party managers and employs risk management tools to align portfolios with client objectives.

Cole Douglas is a financial advisor at Corient based in Chicago, IL, holding a Series 65 designation with four years of industry experience. His prior work includes roles at Mercer, Balasa Dinverno Foltz LLC, and David Vaughan Investments. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and incorporates risk management tools and alternative investments where appropriate.

Lance Sherry is a CFP® with five years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, LLC, Fifth Third Private Bank, and Bank of America Private Bank. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a variety of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within a long-term, tax- and fee-sensitive framework and includes access to affiliated private funds and legacy strategies from acquired advisers.

Jesus Perez is a financial advisor at Citigroup Global Markets in Chicago, IL, holding Series 63 and Series 66 licenses with 13 years of industry experience. He has worked at CITI Private Advisory, LLC and Citigroup Global Markets since 2021, following positions at Northern Trust Bank and Northern Trust Securities from 2018 to 2021, and JP Morgan Securities LLC and JP Morgan Chase Bank between 2012 and 2018. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by internal standards and oversight committees, and combines large institutional scale with unique market roles and commercial arrangements.

Nancy Ladd is a CFP®-designated financial advisor with 22 years of industry experience. She currently works at Hightower Advisors and has previously been employed at The Mather Group, Trinity Financial Advisors, Filbrandt Investment Advisers, and Harrisdirect. 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 through its network of Advisor Practices. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and a variety of investment vehicles.

Robert Malek is a financial advisor with PlanMember Securities Corporation in Chicago, IL, holding Series 63 and Series 65 credentials and 43 years of industry experience. His career includes roles with Prosperity Wealth Advisors, Cambridge Investment Research, and operating his own firms, Malek Wealth Advisors and Robert Malek Insurance. He is also president of Priority Retirement Solutions, a banking and tax entity supporting financial advisory services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios, supplemented by education and support services for plan sponsors and participants.

Brett Thelander is a financial advisor with Rockefeller Financial LLC based in Chicago, IL. He holds Series 63 and Series 65 licenses and has 32 years of industry experience, including 27 years at Merrill. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer offering securities transactions, insurance products, and investment banking through a Private Advisor model and a consolidated investment platform.

Zachary Bindler is a financial advisor at Cresset Asset Management, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at Cresset since 2018, previously spending four years at New Market Wealth Management, LLC. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction tailored to client objectives, employing both active and passive strategies alongside third-party managers.

Kristie Elstrom is a financial advisor with Bankers Life Advisory Services, Inc. in Chicago, IL. She holds Series 63 and Series 66 licenses and has 28 years of industry experience, including roles at Bankers Life Securities and Harris Investor Services. Outside of her advisory work, she is a landlord. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through 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 manage portfolios aligned with clients’ goals and risk tolerances.

Jon Tyson is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL, with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Atlantic Trust Investment Advisors, Gnv Advisors, LLC, and Geneva Investment Management of Chicago, LLC. Tyson has been with CIBC Private Wealth Advisors since 2017. CIBC Private Wealth Advisors provides investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a disciplined investment process involving an internal team, relationship managers, and committees to create customized portfolios, utilizing both proprietary and external strategies, including options hedges and structured notes.

Clarence Darrow is a financial advisor at William Blair with a Series 66 designation and two years of industry experience. His prior work includes roles at Heartland Advisors, Inc., Marquette Associates, Madison Investments, UMB Fund Services, Alpha Investment Consulting Group, and Marquette University. 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 proprietary models and access to private funds and co-investment opportunities.

Michael Hellen is a financial advisor at Mesirow Financial Investment Management, Inc. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at DePaul University and Options Clearing Corporation. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to private individuals, pension and profit-sharing plans, government entities, charitable organizations, and other institutional clients. The firm employs both third-party managers and proprietary private investment products, with an emphasis on asset allocation, due diligence across diversified investment types, and access to affiliated feeder funds.

Evelin Freytas is a financial advisor with Eagle Strategies (NY Life) based in Chicago, IL, holding Series 63 and Series 65 licenses and having 15 years of industry experience. She has worked with New York Life Insurance Company and related entities since 2009 and currently operates Mastermind Wealth Strategies LLC. Freytas serves as President and Advisory Board member of the Ecuadorian Volunteers Association (EVA), a nonprofit focused on education, social, and health programs in Ecuador. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutional investors, and corporate clients. The firm offers a range of program types emphasizing tailored advice and manages assets primarily on a non-discretionary basis within an integrated New York Life affiliate structure.