Stephen Bowen is a financial advisor at William Blair in Chicago, IL, holding Series 63 and Series 66 licenses with nine years of industry experience. He worked at Kalmar Investments from 2009 to 2017 before joining William Blair in 2018. William Blair’s Private Wealth Management division serves individuals, foundations, pension, and corporate clients with discretionary and non-discretionary investment management, financial planning, and wealth services. The firm employs an active, research-driven approach across asset classes and offers proprietary models and private fund access to its clients.

Amy Travis is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Hightower since 2017, including roles at Hightower Securities LLC and Hightower Advisors LLC, and previously spent nearly two decades with Raymond James Financial Services. Hightower provides investment advisory and planning services to a diverse range of individual and institutional clients, emphasizing manager selection and multi-manager solutions through both affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and access to a variety of investment vehicles, including alternatives and custom indexing.

Ronald Ventura is a financial advisor at Rockefeller Financial LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Rockefeller Capital Management and Morgan Stanley, including Morgan Stanley Private Bank, N.A. Prior to his current role, he spent over a decade at Morgan Stanley in various capacities. 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 a range of portfolio management and financial planning services through a Private Advisor model and a consolidated investment platform, with unique capabilities including broker-dealer registration and involvement in alternative investment placements.

Colbey Olson is a financial advisor at Equity Services, Inc., holding a Series 66 designation. He has approximately one year of industry experience and has held roles at multiple firms including Morin Financial LLC and The INS Companies. 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 offers a range of advisory platforms and frequently utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Brian Lorber is a financial advisor at Mesirow Financial Investment Management, Inc. based in Chicago, IL. He holds a Series 66 designation and has 15 years of industry experience, including 16 years with Mesirow Financial. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to private individuals, institutional clients, and governmental entities. The firm employs both third-party managers and proprietary private investment products, applying quantitative and qualitative due diligence across various asset classes and offering access to specialized strategies and affiliated private funds.

Jeffrey Bell is a financial advisor with CIBC Private Wealth Advisors, Inc. and holds a Series 65 designation. He has 31 years of industry experience, having worked at CIBC Wood Gundy - Private Wealth Group since 1995. CIBC Private Wealth Advisors provides investment advisory and wealth management services to a diverse client base, including high net worth individuals, families, trusts, and investment companies. The firm’s investment approach integrates proprietary and external solutions with governance from dedicated committees to deliver customized portfolios and specialized strategies.

Andrew Doten is a CFP® and Series 66 credentialed financial advisor at William Blair with eight years of industry experience. Prior to joining William Blair in 2025, he worked at Fiducient Advisors, Brownson, Rehmus & Foxworth, Urban Financial Advisory, and Vivaldi Capital Management. 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 active, research-driven management across multiple asset classes and provides proprietary models and access to private funds and co-investment opportunities.

Louise Lane is a financial advisor at William Blair with Series 63 and Series 65 credentials and 54 years of industry experience. She has been with William Blair & Company L.L.C. since 1984. 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 equities, fixed income, and alternative strategies, providing proprietary model portfolios and access to private funds through its MB Investments Program.

Patrick Tobin is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2020. His prior roles include positions at Nicholas Company, Inc., Quasar Distributors LLC, IMST Distributors LLC, and Silver Pepper LLC. Cerity Partners advises a diverse client base, including individuals, families, trusts, business entities, foundations, and institutional investors, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services and employs an investment approach centered on client-specific profiles, combining quantitative screening, manager selection, and direct security selection alongside alternative and private market solutions.

John Connor is a financial advisor at Valic Financial Advisors in Chicago, IL, with 15 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Agia and Fifth Third, among others. Outside of his advisory work, he is involved with non-securities insurance products through an agent position at Agia. Valic Financial Advisors primarily serves U.S. 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, and brokerage services, utilizing Envestnet-developed UMA models and operating at a large scale with over 1,200 advisors.

Isabel Chudzik is a financial advisor with Cresset Asset Management, LLC in Chicago, IL. She holds a Series 66 designation and has 13 years of industry experience. Prior to joining Cresset Asset Management in 2020, she worked at PagnatoKarp Partners, LLC from 2016 to 2020. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and both active and passive strategies across multiple asset classes.

Jeffrey Brown is a CFA® charterholder with 12 years of industry experience. He is currently with Hightower Advisors in Chicago, where he has worked since 2020. Prior to that, he spent six years at Invesco Capital Markets, Inc. and Invesco Distributors, Inc. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes discretionary and non-discretionary portfolio management, retirement plan consulting, and access to pooled investment vehicles, with an emphasis on manager selection and multi-manager solutions.

Michael Wapner is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and eight years of industry experience. He has worked at Kestra Advisory and Kestra Investment Services since 2017 and previously was with Utopia Green Consulting from 2011 to 2017. Outside of his advisory role, he serves as a member of the Board of Trustees and Board Secretary for Park Ridge Friends of the Parks. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse client base including institutional and individual investors. The firm offers services ranging from fiduciary consulting and plan design to advisor-managed accounts and acts as an ERISA fiduciary where applicable.

Michael Wik is a CFA® credentialed financial advisor with Corient, based in Chicago, IL, and has three years of industry experience. He has previously worked at Matrix Capital Advisors, LLC for over two decades and holds a director and financial consultant role at Town Square Hospice, where he advises on financial statement review and financial reporting. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, 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 customized asset allocation, and offers specialized services through affiliated entities.

Jaimee Farrington is a financial advisor with Hightower Advisors in Chicago, holding a Series 66 designation and 22 years of industry experience. She has previously worked at Morgan Stanley Smith Barney LLC for five years before joining Hightower Advisors in 2020. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes both affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, supported by proprietary research and operational resources.

Steven Putzel is a financial advisor at Focus Partners Wealth, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities Inc. for 14 years and Kovitz Investment Group Partners, LLC for four years. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with 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 under an enhanced open architecture framework.

Zackary Meuser is a CFP® with 15 years of industry experience, currently serving as an advisor at Corient in Chicago, IL. He previously worked at Vivaldi Capital Management LP and Mesirow Financial, Inc. before joining Corient in 2026. 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, utilizing risk management tools and alternative investments where appropriate.

Victoria Shadaia is a financial advisor at Beacon Pointe Advisors, LLC with the ChFC® designation and Series 63 license. She has two years of industry experience, including prior roles at Midwest Financial Advisors Group and Michigan State University. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individual and institutional investors such as charitable organizations, corporations, and retirement plans. The firm employs a manager-driven investment approach using proprietary due diligence, asset-allocation modeling, and third-party platforms to implement client strategies.

Cecilia Brunetti is a financial advisor at William Blair with 25 years of industry experience. She has been with William Blair & Company since 2006. Outside of her advisory role, she serves as a training facilitator for Bonfire Women Inc., a women’s leadership training program. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, and pension and corporate clients, employing an active, research-driven approach across multiple asset classes.

Patrick Phillipp is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Stifel for nine years and The Federal Savings Bank for two years before joining Rockefeller Financial. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer that offers a range of securities and investment banking services.