Gary McMahon is a financial advisor at Equity Services, Inc. with 17 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. His prior roles include positions at MetLife Securities Inc., Mass Mutual Investors Services, and National Life. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading and specialized instruments.

Andrew Novak is a Certified Financial Planner® (CFP®) with 10 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Mesirow Financial, Inc., and Balasa Dinverno Foltz LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis, and offers a broad range of wealth management, financial counseling, and specialized investment solutions.

Bailey Nankin is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2018. Prior to joining Citigroup, he was affiliated with the University of Michigan. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains substantial in-house research and market roles, supporting complex, large-scale client needs.

Peter Kupferberg is a financial advisor at Corient with 29 years of industry experience. He holds a Series 65 designation and has worked at Corient and its related entities since 2022, following a 26-year tenure at Gofen and Glossberg, L.L.C. He is based in Chicago, IL. Corient provides investment advisory and financial planning services to a diverse client base including individuals, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that incorporates both in-house strategies and third-party solutions, with an emphasis on ongoing portfolio monitoring and risk management.

Aaron Heltsley is a financial advisor at Mesirow Financial Investment Management, Inc. with eight years of industry experience. He holds a Series 66 designation and previously worked at IRON Financial for six years. He is a founding investor in In-Game Action LLC, a sports media app focused on enhancing fan engagement through live game statistics and visualizations. Mesirow Financial Investment Management provides discretionary and non-discretionary investment management and financial planning services to individuals, institutional clients, and government entities. The firm uses a combination of quantitative and qualitative due diligence across various asset classes and offers access to proprietary private investment products alongside third-party managers.

Jared Kirschenbaum is a financial advisor at Mesirow Financial Investment Management, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Oppenheimer & Co. and Stifel Financial. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including private individuals, pension plans, government entities, and charitable organizations. The firm employs a disciplined approach that includes preparing Investment Policy Statements, setting asset allocation targets, and utilizing both third-party managers and proprietary investment products.

Moises Flores is a financial advisor at Empower Advisory Group with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWFS Equities, Inc. since 2013. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to selected IRA and retail brokerage account holders. The firm utilizes an integrated model aligned with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Patrick Maher is a Series 66-licensed financial advisor with Valic Financial Advisors in Chicago, IL, bringing one year of industry experience. Prior to joining Valic, he held various roles within Chicago Public Schools and serves as an agent for non-securities insurance products with Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Eric Walania is a CFA® charterholder with 27 years of industry experience. He has been with William Blair And Company, L.L.C. since 2004. He holds a Series 63 designation and is based in Western Springs, IL. William Blair’s Private Wealth Management division provides 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 offers proprietary models as well as access to private funds and co-investment opportunities.

Amy Macal is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Creative Planning. Her prior experience includes 15 years at Fifth Third Bank and a brief tenure at Wipfli Financial Advisors. She is based in Naperville, IL. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and integrated investment infrastructure.

Benjamin Weyers is a CFA® charterholder and holds the Series 63 designation, with 13 years of industry experience. He has worked at William Blair since 2019 and previously spent seven years at Credit Suisse Securities (USA) LLC. He is based in Chicago, IL. 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 various asset classes and provides proprietary model portfolios, third-party sub-advisory options, and access to private funds through its MB Investments Program.

Ilya Zlotnik is a financial advisor at Corient with 19 years of industry experience. He holds the Series 66 designation and previously worked at Vivaldi Capital Management for 11 years before joining Corient. 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 integrates in-house strategies with third-party managers and utilizes risk management tools and alternative investments where appropriate.

Julian Bryen is a financial advisor at Corient in Chicago, IL, holding a Series 66 designation with three years of industry experience. He previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA. 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 proprietary strategies with third-party manager solutions and risk management tools.

Sean Mcnamara is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019, following roles at The Ayco Company, L.P., Jimmy Johns, and Friendly Auto Group. Goldman Sachs Wealth Services advises a diverse client base that includes individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management services supported by proprietary analytics and integrates capabilities across the broader Goldman Sachs ecosystem.

Gregory Pusinelli is a financial advisor at William Blair with 30 years of industry experience. He has been with William Blair & Company L.L.C. since 1995. Outside of his advisory role, he serves on the board of trustees for Providence St. Mel School and is president of the board of directors for a Chicago co-op building. 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 multiple asset classes.

Steven Billimack is a financial advisor at Hightower Advisors in Chicago, IL, holding Series 63 and Series 65 credentials with 31 years of industry experience. He has been with Hightower Advisors and its affiliated broker-dealer, Hightower Securities, LLC, since 2008. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, retirement plan consulting, and access to pooled vehicles and private funds. The firm’s approach includes manager selection and multi-manager strategies using both affiliated and third-party managers, supported by proprietary research and a range of investment solutions.

Kelly Manchac is a financial advisor at Hightower Advisors with 25 years of industry experience. He held a position at Wayne Hummer Investments for 23 years before joining Hightower in 2022. Manchac holds Series 63 and Series 66 credentials and is based in Chicago, IL. Hightower Advisors offers investment advisory and planning services to a wide range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Jennifer Lockbaum is a financial advisor at Mesirow Financial Investment Management, Inc. in Chicago, IL, with 27 years of industry experience. She has been with Mesirow Financial since 2003 and holds Series 63 and Series 65 designations. Mesirow Financial Investment Management’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to private individuals, institutional clients, and government entities. The firm integrates quantitative and qualitative due diligence to construct portfolios and offers access to proprietary private investment products and third-party managers.

John Koludrovic is a CFA® charterholder with 11 years of industry experience. He has been with RBC Rochdale, LLC since 2017 and previously worked at Willis Towers Watson. Based in Chicago, IL, he holds the Series 66 designation. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations. The firm employs an active, multi-strategy investment approach that integrates quantitative and fundamental analysis, utilizing proprietary tools and working with third-party sub-advisors to build tailored portfolios.

Jack Miller is a financial advisor at William Blair in Chicago, holding a Series 66 designation with four years of industry experience. Prior to joining William Blair in 2022, he worked at Factset Research Systems and the University of Dayton. 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 emphasizes active, research-driven management across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.