William Lulis Jr. is a financial advisor with PNC Wealth Management in Chicago, IL, holding a Series 66 credential and 18 years of industry experience. His prior roles include positions at J.P. Morgan Securities Inc. and J.P. Morgan Chase Bank. Outside of finance, he owns a boutique fitness business, Title Boxing Club, in Evanston, Illinois. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation. The firm emphasizes model strategies managed by PNC or third-party strategists and uses an algorithmic process to tailor investment risk levels for clients.

Sean Knoerzer is a CFP® and Series 65 credentialed financial advisor with 11 years of industry experience. He currently works at Corient and has previously been associated with Balasa Dinverno Foltz LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that combines internal strategies with third-party manager solutions and incorporates risk management tools and alternative investments where appropriate.

Gregory Campbell is a financial advisor with CIBC Private Wealth Advisors, Inc. in Chicago, IL, holding Series 63 and Series 65 registrations and bringing 29 years of industry experience. He has been with CIBC Private Wealth Group, LLC since 2017 and previously worked at AT Group LLC from 2014 to 2017. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base including high net worth individuals, families, trusts, and investment companies. The firm employs a collaborative investment process involving internal teams and committees to create customized portfolios using proprietary and external strategies, and manages a notably high asset-to-advisor ratio relative to peers.

Denin Limouris is a financial advisor at William Blair in Chicago, IL, holding a Series 66 designation. He has been with William Blair since 2026 and has prior experience at Harbour Capital and Curi Capital. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, and corporate clients. The firm employs active, research-driven strategies across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Brian Gray is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and 19 years of industry experience. He has previously worked at firms including Purshe Kaplan Sterling Investments, Financial Strategies Group, LLP, Next Retirement Solutions, Raymond James, Wells Fargo, and A. G. Edwards & Sons. Gray is also an insurance agent involved in the sale of fixed and traditional insurance products. Concurrent Investment Advisors, LLC is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services with a focus on customized, primarily long-term portfolios that utilize ETFs, mutual funds, and other investment vehicles.

Andrew Hansen is a financial advisor at William Blair with eight years of industry experience. He holds Series 63 and Series 66 licenses and has been with William Blair since 2017. Outside of his advisory role, Hansen serves as Chief Financial Officer for a short-term rental property entity. William Blair’s Private Wealth Management division offers investment management and wealth planning services to individuals, foundations, and corporate clients, employing an active, research-driven approach across multiple asset classes.

Michael Morrow is a financial advisor at Equity Services, Inc. with the Series 66 designation. He has recent experience at National Life Group and Empowered Plus Financial and is based in Chicago, IL. Prior to entering the financial services industry, his background includes roles in diverse fields such as banking, education, and the performing arts. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to a broad range of clients including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Kristin Bennett is a financial advisor at William Blair with two years of experience in the industry. She holds a Series 66 designation and has previously worked at Midland Trust Company and Midland IRA. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients. The firm employs an active, research-driven approach across various asset classes and offers proprietary models and access to private funds and co-investment opportunities.

Hope Babbington is a CFP® professional at Schwab Wealth Advisory with seven years of industry experience. She has worked in various roles within Charles Schwab entities since 2019 and has previous experience in insurance and education sectors. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s investment approach uses proprietary asset allocation models and research tools, offering client-tailored recommendations without exercising discretionary trading authority.

Daniel Israelite is a financial advisor at Oppenheimer with 22 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2004. Outside of his advisory work, he serves on the Board of Directors for Block Club Chicago, an online local news organization, where he provides guidance on nonprofit status. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a variety of investment programs and advisory services across equity, balanced, and fixed-income portfolios, combining discretionary and non-discretionary management tailored to client objectives.

Andrew Kross is a financial advisor at William Blair in Chicago, IL, holding a Series 66 designation with 17 years of industry experience. He has worked at William Blair since 2016 and previously held roles at Neuberger Berman BD LLC and Waddell & Reed. 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 an active, research-driven approach across multiple asset classes and offers proprietary models, third-party sub-advisory relationships, and access to private funds and co-investments.

Davis Eimen is a financial advisor at William Blair in Chicago, holding Series 63 and Series 65 licenses. He has been with William Blair since 2024 and has no prior industry experience before joining the firm. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients, employing an active, research-driven approach across multiple asset classes.

Lidija Gjorgjievska is a CFP®-designated financial advisor with 12 years of industry experience, currently with Schwab Wealth Advisory Inc. She has worked at Schwab Wealth Advisory since 2018 and has prior experience with TD Ameritrade and Northwestern Mutual Investment Management. Outside of finance, she teaches virtual yoga sculpt and strength training classes. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, utilizing a research-driven, asset allocation approach tailored to individual goals and risk tolerance.

Morgan Pruett is a CFP® professional with seven years of industry experience, currently serving as an advisor at Corient in Chicago, IL. Prior to joining Corient, Morgan held roles at Vivaldi Capital Management, Fidelity Investments, and TD Ameritrade. Outside of financial advising, Morgan is involved in teaching yoga at CorePower Yoga. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension 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 portfolios with client objectives.

Jay Pollack is a financial advisor at Guardian Life with 43 years of industry experience. He holds the ChFC® and Series 63 designations. Pollack has worked extensively with both Guardian Life Insurance Company and Park Avenue Securities throughout his career. He also operates Laurus Strategies for Wealth, a business outside of Guardian. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.

Noah Bloch is a financial advisor at Mesirow Financial Investment Management, Inc. with eight years of industry experience. He holds a Series 66 designation and has been with Mesirow since 2017. Bloch serves as an associates board member of the Chicago Fire Foundation, assisting in fundraising and awareness efforts. Mesirow Financial Investment Management provides discretionary and non-discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, government entities, charitable organizations, and institutional clients. The firm employs both third-party managers and proprietary private investment products across a range of asset classes.

Michael Asnis is a Series 66 credentialed financial advisor with Valic Financial Advisors in Chicago, IL, bringing 25 years of industry experience. He has been with Valic Financial Advisors since 2016 and also works as a contract worker supporting election day operations for Election Systems & Software. Additionally, he assists seasonally as a doorman at Butch McGuire’s bar and grill in Chicago. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.

Lucas Anderson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and two years of industry experience. Prior to joining Wealth Enhancement, he worked at Cetera and Cetera Wealth Services. Outside of his advisory role, Anderson is the owner and founder of Housewub, a music blog focused on festival updates and new releases. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management, employing a diversified, risk-class-based investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Stephanie Nanney is a CFP® with 19 years of industry experience, currently advising at Hightower Advisors since 2020. Her prior roles include positions at Comprehensive Asset Management & Servicing, Inc. and Private Vista, LLC. Hightower Advisors serves a diverse client base of individual and institutional investors, offering investment advisory and planning services through a network of Advisor Practices. The firm emphasizes multi-manager solutions and proprietary research in portfolio construction across various asset classes, including alternative investments and custom indexing.

Marc Brenner is a financial advisor at Focus Partners Wealth, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Foreside Financial Services, LLC and Kovitz Investment Group, where he currently serves as Vice Chairman and is involved in real estate investment advisory and fund administration. Outside of his advisory role, he is engaged with Chicago Capital Partners, a private equity firm. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.