Hannah Christopher is a CFP® and holds a Series 66 license, with 11 years of industry experience. She has worked at Cerity Partners LLC since 2023, following roles at Fidelity Investments and UBS. Cerity Partners advises a diverse client base, including individuals, families, business entities, and institutional investors, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services with an investment approach that combines quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.

Nicholas Kelly is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and one year of industry experience. His prior experience includes roles at Morgan Stanley and LPL Financial. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various advisory programs and managed account solutions.

Jeffrey Cohen is a CFP® with 40 years of industry experience, currently with Hightower Advisors in Chicago, IL. His prior experience includes over two decades at Lincoln Financial Advisors Corporation. He is also involved as an agent in life settlements and various insurance products. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Parker Jamieson is a CFP® with two years of industry experience, currently serving as a financial advisor at Corient. Prior to joining Corient, he worked at Plante Moran Financial Advisors for two years and has experience in educational roles at Michigan State University and Lansing Christian School. 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 uses risk management tools and continuous portfolio monitoring to align investments with client objectives.

Edwin Hagerty is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 36 years of industry experience. He has worked at CIBC Private Wealth Advisors since 2017, following previous roles at Atlantic Trust Investment Advisers Inc, Gnv Advisors, LLC, and Geneva Investment Management of Chicago, LLC. Outside of advisory work, he serves as an independent director and board member for several oil field service companies, dedicating limited time to these investment-related roles. 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 combines proprietary and external investment strategies, utilizes an internal governance framework, and manages a notably high assets-under-management per advisor ratio relative to peers.

Luke Hepler is a financial advisor at William Blair with 11 years of industry experience. He holds the Series 66 designation and has been with William Blair & Company since 2015. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, including high-net-worth clients, as well as foundations, pension, and corporate clients. The firm employs an active, research-driven approach across equities, fixed income, and alternative strategies, offering proprietary models and access to private funds and co-investment opportunities.

Craig Savage is a financial advisor with William Blair in Chicago, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has worked at William Blair since 2016 and previously spent six years at Credit Suisse Securities. Outside of advising, he owns a small aircraft through Savage Holdings LLC. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs active, research-driven management across various asset classes and provides proprietary models and access to private funds and co-investment opportunities.

Jeffrey Hackman is a financial advisor at Kestra Advisory Services, LLC with 33 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Icba Securities and Vining Sparks. Additionally, he assists with life insurance placement as part of NPPFA Benefits. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm serves a broad range of clients, including very large institutional investors, and manages approximately $79.8 billion in assets.

John Hexamer is a financial advisor with Oppenheimer, holding Series 63 and Series 66 credentials and over 30 years of industry experience. His prior work includes roles at CIBC World Markets Corp., Oppenheimer Asset Management Inc., and Fahnestock & Co. Inc., where he has been employed since 2003. 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 range of programs and advisory services encompassing equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Patrick Gleason is a financial advisor with William Blair, holding a Series 66 designation and 12 years of industry experience. He has been with William Blair & Company since 2014. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension funds, 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.

Keith Malooley is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL, with seven years of industry experience. He holds the CFP®, CFA®, and Series 65 credentials. Prior to joining CIBC Private Wealth Advisors in 2017, he worked at Geneva Advisors, LLC from 2015 to 2017. CIBC Private Wealth Advisors provides 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 offers customized portfolio management, financial and estate planning, and coordinated Family Office services, utilizing a combination of proprietary and external investment strategies.

Kathleen Evans is a financial advisor at William Blair with seven years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Evans has been with William Blair since 2021. 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.

Matthias Kuhlmey is a financial advisor with Hightower Advisors in Chicago, IL, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He has been with Hightower Securities, LLC and Hightower Advisors since 2009. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, offering access to affiliated and third-party managers, with a focus on discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.

John Lubin is a financial advisor at Rockefeller Financial LLC with two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at AllianceBernstein, Brown Advisory, and Appreciate. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and provides a range of investment solutions through its Private Advisor model and the Rockefeller Global Investment Management platform.

Erin Kasik is a financial advisor at Rockefeller Financial LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior experience includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Stifel. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services, operating under a Private Advisor model with an integrated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Matthew Lafontaine is a financial advisor at William Blair with 10 years of industry experience and holds a Series 66 credential. He has worked at William Blair since 2015 and is also a principal and head of baseball operations at The Yard, an indoor baseball facility. Additionally, he coaches baseball on weekends for New Trier Pony. William Blair’s Private Wealth Management division offers 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 provides proprietary models and access to private funds through its MB Investments Program.

Constantine Mulligan is a CFA® charterholder and holds a Series 65 license. He has 18 years of experience in the financial advisory industry, currently working at Cerity Partners LLC since 2019. His prior experience includes roles at Blue Prairie Group, LLC, RH Financial Group, LLC, and Results One Financial, LLC. Cerity Partners advises a diverse client base including high-net-worth individuals, families, institutions, and business entities, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and combines proprietary quantitative screening with third-party strategies and direct security selection, while also providing access to alternative and private market solutions for qualified clients.

Peyton Eckert is a CFP® professional affiliated with Corient in Chicago, IL, with six years of industry experience. Prior to joining Corient, Eckert worked at BMO Harris Bank and UBS Financial Services. Corient provides investment advisory and financial planning services to a diverse range of clients, including individuals, high-net-worth clients, trusts, and corporate entities. The firm employs 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.

Tyler Smith is a financial advisor at William Blair with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Wells Fargo Advisors. In addition to his advisory role, he owns and operates a candle-making business called Kinky Kandles in Chicago. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides access to proprietary models and private investment opportunities.

Mary Wilson is a financial advisor at Hightower Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Telemus Capital, LLC for six years before joining Hightower in 2021. Mary serves as a trustee for a family irrevocable trust, administering it approximately 20 hours per year. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and various types of organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and portfolio construction strategies.