Ethan Louis is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and two years of industry experience. His prior work includes roles at Buckingham Strategic Partners, Saint Louis University, and VIP Valet. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Julia Cooke is a financial advisor at William Blair based in Chicago, IL, holding Series 65 and Series 66 licenses with five years of industry experience. She has worked at William Blair since 2022 and previously held roles 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.

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.

Gregory Williams is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2020. Prior to joining Hightower, he worked five years at Private Vista, LLC (formerly Financial Strategy Network, LLC). He holds Series 63 and Series 65 licenses and is based in Chicago, IL. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individual investors, institutional clients, pension plans, and charitable organizations. The firm utilizes a multi-manager approach combining affiliated and third-party managers, offering discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting services.

Julia Larson is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. She holds a Series 66 designation and has worked primarily at Goldman Sachs Ayco Personal Financial Management since 2021. Larson has prior experience in roles connected to Lake Forest College and Sandcastle. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate and employer-sponsored participants, executives, and institutional clients. The firm delivers tailored financial planning and portfolio management using strategic models, manager selections, and both discretionary and non-discretionary implementations, leveraging resources across the Goldman Sachs ecosystem.

Michael Katz is a CFA® charterholder and Series 63 licensee with four years of industry experience. He is currently an advisor at Truist Advisory Services and previously worked at Wells Fargo for 17 years. Katz is based in Chicago, IL. Truist Advisory Services provides investment consulting and advisory services to individual, corporate, retirement plan, and charitable clients. The firm uses a combination of discretionary and non-discretionary management strategies and employs third-party platforms and AI-enabled research tools to support its investment processes.

Kathleen Birmingham is a financial advisor with CIBC Private Wealth Advisors, Inc. in Chicago, IL, holding Series 63 and Series 65 credentials and 16 years of industry experience. She has worked at AT Investment Advisers Inc. since 2017 and previously at Geneva Investment Management of Chicago, LLC from 2012 to 2017. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm’s investment process involves a combination of internal teams, relationship managers, and governance committees to construct customized portfolios using proprietary and external strategies, with a notable focus on managing assets for investment company clients.

Richard Peloquin is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and 48 years of industry experience. His prior work includes positions at CIBC World Markets Corp. and Fahnestock & Co. Inc., where he has been since 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers various programs including asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary approaches tailored to client objectives.

Benjamin Krotky is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 credential and beginning his industry experience in 2026. Prior to joining Bankers Life, he worked in various roles including positions at United Parcel Service and educational institutions. In addition to his advisory role, he is licensed as an insurance agent, brokering Medicare-related health insurance plans through Blue Cross Blue Shield. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach focuses on customized asset allocation, periodic rebalancing, tax efficiency, and a combination of fundamental, technical, and cyclical analysis.

Mark Slater is a Series 65-licensed advisor with CIBC Private Wealth Advisors, Inc. in Chicago, IL. He has been with CIBC Wood Gundy – CIBC Private Wealth since 1995, accumulating 31 years of industry experience. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers customized portfolio management, financial and estate planning, and access to specialized strategies, supported by a governance structure including an Investment Policy Committee and an Asset Allocation Committee.

Joshua Walshe is a CFA® charterholder with 23 years of experience in the financial industry. He has been with William Blair since 2018 and previously worked at First Command Advisory Services and First Command Financial Planning, Inc. His career also includes a brief period at Huber Financial Advisors, LLC. 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, using an active, research-driven approach across multiple asset classes.

Desiree Lukian is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 20 years of industry experience. Her career includes multiple tenures at Citigroup Global Markets as well as positions at Merrill and Bank of America. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside execution and custody services. The firm is notable for its combination of large institutional scale, in-house research and pricing activities, and specialized market roles such as swap dealer and futures commission merchant.

Gregg Winter is a financial advisor at Oppenheimer with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Morgan Stanley. Winter has been with Oppenheimer since 2018. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of discretionary and non-discretionary investment programs and consulting services, with a notable emphasis on maintaining custody of client assets as a qualified custodian.

Michelle Colquhoun is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Stifel for 11 years prior to joining Rockefeller Financial. Colquhoun serves on the advisory board of Invest for Kids, is a parent representative on the Alcott Elementary Local School Council, and is a board member of the Children's Advocacy Centers of Illinois. 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 offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Michael Pezzuto is a CFP® with 17 years of industry experience, currently serving as a financial advisor at William Blair since 2013. He holds Series 63 and Series 65 licenses. 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.

Dillon Gorham is a financial advisor with Wealthspire Advisors in Chicago, holding Series 65 and Series 63 licenses and four years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Co., as well as experience outside finance at companies such as Golftini. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets with around 220 advisors serving nearly 9,700 clients. The firm offers wealth management, financial planning, and retirement-plan consulting through an institutional-style asset allocation framework and a mix of investment vehicles, tailoring services to individual client needs.

Ryan Harrison is a financial advisor with NewEdge Advisors, holding a Series 66 credential and one year of industry experience. His prior work includes roles with the Chicago Bears and International Sports Management, among others. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management, financial planning, and retirement consulting services, utilizing technology and a combination of in-house and third-party investment strategies.