David Sokolovsky is a CFP®, CFA®, and holds a Series 66 license with 13 years of industry experience. He has worked at Hightower Advisors since 2019 and previously held positions at Zurich North America, Accenture Strategy, and Liberty Mutual Insurance. He is based in Chicago, IL. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm’s advisory model emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a variety of investment vehicles and strategies including mutual funds, ETFs, alternative investments, and custom indexing.

Ryan Taylor is a financial advisor with Goldman Sachs Wealth Services in Chicago, IL, holding Series 65 and Series 63 licenses and having five years of industry experience. He has been with Goldman Sachs since 2019 and previously worked at AIT Worldwide Logistics. Taylor also makes guest appearances as an alumnus of the Green Bay Packers. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management using tailored strategies supported by specialized teams and proprietary analytics, providing access to a wide range of services and affiliated Goldman Sachs capabilities.

James Borovsky is a financial advisor at Corient with 27 years of industry experience. He holds a Series 65 designation and has worked at Corient since 2022, with prior experience at Gofen and Glossberg, L.L.C. for 26 years. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Michael Annin is a CFA® charterholder with 19 years of industry experience. He has been with Mesirow Financial Investment Management, Inc. since 2006 and also works with Precision Fiduciary Partners LLC. 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 employs a process that includes preparing Investment Policy Statements, setting asset allocation targets, and conducting due diligence across a variety of investment types, while also offering access to proprietary feeder funds and third-party managers.

Jessica Salemy is a CFA® charterholder currently with Hightower Advisors in Chicago. She has prior experience at Star Mountain Capital, WP Global Partners, Mercer, and Marquette Associates. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach features manager selection and multi-manager solutions, utilizing affiliated and third-party managers alongside proprietary research and customized portfolio construction.

Julie Byrnes is a financial advisor at Rockefeller Financial LLC with 19 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Byrnes is based in Chicago, IL. 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, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Nicole Hultin is a financial advisor with Capital Group Private Client Services, Inc., holding a Series 65 designation and 15 years of industry experience. She has been with Capital Group since 2011. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, using a multi-manager approach that emphasizes fundamental research and long-term investment horizons. The firm implements client portfolios through separately managed accounts, mutual funds, ETFs, and access to private-equity and alternative funds.

Jose Almanza is a financial advisor with Empower Advisory Group in Berwyn, IL, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked at GWFS Equities, Inc. since 2021 and previously at MML Distributors, LLC and Massachusetts Mutual Life Insurance Company from 2016 to 2021. Outside of his advisory role, he serves as Chief Operations Officer for Lakeshore Financial Network, a business specializing in tax preparation, and works as a loan originator for ILoan Home Mortgage. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors, their participants, and retail brokerage clients. The firm uses an integrated model linked to Empower’s administrative platforms, offering point-in-time financial plans and managed account solutions focused on long-term portfolio returns and annual rebalancing.

Scott Edmiston is a CFA® charterholder and Series 63 licensee based in Chicago, IL, with one year of industry experience. He has been with Eagle Strategies (NY Life) since 2026 and previously held roles at NYLIFE Securities LLC and New York Life Insurance Company starting in 2024, following 21 years at Aon plc. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs tailored to client objectives and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Mary Jo Hayes is a financial advisor at Mesirow Financial Investment Management, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 33 years of industry experience. She has been with Mesirow Financial since 2011. Mesirow Financial Investment Management’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 institutional clients. The firm combines quantitative and qualitative due diligence with access to proprietary private investments and third-party managers to construct diversified portfolios.

Kenneth Pollard is a CFA® charterholder with 25 years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. since 2012. He holds Series 63 and Series 65 licenses and is based in Chicago, IL. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse clientele, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team with various committees to deliver customized portfolio management and coordinated Family Office services, managing approximately $67.8 billion in assets with 175 advisors.

Jennifer Thurswell is a Series 65 certified financial advisor with Schwab Wealth Advisory in Chicago, IL. She has one year of industry experience and previously worked at Harrison, LLP, Katten Muchin Rosenman, LLP, and Reed Smith LLP. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations. The firm delivers advice through Charles Schwab’s asset allocation models and research tools, with clients retaining final trading decisions.

Nelson Summary is a financial advisor at Cerity Partners LLC in Chicago, holding a Series 65 designation with one year of industry experience. Prior to joining Cerity Partners, he worked at GeoWealth for two years and spent ten years at the University of Wisconsin-Madison. Cerity Partners provides customized wealth management services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection, combining proprietary quantitative screens with third-party managers and individual securities, and operates multiple private-markets offerings and affiliated consulting and insurance businesses.

Jeffrey Rezza is a financial advisor at Capital Group Private Client Services, Inc. with 28 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. for 15 years. He is based in Chicago, IL. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach that combines separately managed accounts, mutual funds, ETFs, and access to private equity and alternative strategies.

Daniel Iannessa is a financial advisor at William Blair in Chicago, IL, holding Series 63 and Series 66 registrations with 21 years of industry experience. He has been with William Blair & Company since 2005. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients. The firm employs an active, research-driven investment approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private fund opportunities.

Rawan Elshair is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She has been with Citigroup since 2012 and holds Series 63 and Series 66 designations. Outside of her advisory work, she is involved as an owner and manager of eLZee LLC, a real estate and retail sales business in coordination with her family, and is a member of ZHKICKS LLC, an e-commerce retail company. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional roles including in-house research and futures commission merchant activities.

Lauren Kurz is a CFA® charterholder based in Chicago, IL, with four years of industry experience. She has been with William Blair since 2021 and previously worked at HomeMaking and William Harris Investors, Inc. William Blair’s Private Wealth Management division provides discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm pursues active, research-driven management across multiple asset classes and offers proprietary models and access to private funds through its MB Investments Program.

Daniel Levin is a financial advisor with Hightower Advisors in Chicago, holding a Series 66 designation and four years of industry experience. His prior roles include positions at William Blair, Elm Street Technology, Charles Schwab Bank, and Faubourg Private Wealth. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, offering access to both affiliated and third-party managers across various investment vehicles, with services that include portfolio management, financial planning, and retirement plan consulting.

Roger Lofquist III is a financial advisor at Oppenheimer with one year of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial and Specialty Underwriters LLC. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs various investment approaches across equity, balanced, and fixed income strategies and manages approximately $36.7 billion in assets.

Hector Anaya is a financial advisor with Valic Financial Advisors in Chicago, IL, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at Valic Financial Advisors since 2015 and has held an agent position at Agia since 2022, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.