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.

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.

Dean Sclafani is a financial advisor at Corient based in Chicago, IL, holding a Series 65 designation. He has less than one year of industry experience and previously worked briefly at Rockefeller Capital Management. 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 uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs risk management tools and alternative investments when appropriate.

Ally Becker is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and four years of industry experience. She has worked at Goldman Sachs since 2021 and held positions at AxisU, DoorDash, Mallinckrodt Pharmaceuticals, and other organizations prior to joining the firm. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm employs centralized investment resources and a range of discretionary and non-discretionary managers, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Robert Adorno is a CFP® certificant with four years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. His prior experience includes roles at Kovitz Investment Group Partners, LLC and Fidelity Investments. He has also been involved with community and religious organizations such as Lighthouse Church and Southeast Christian Church. Focus Partners Wealth, LLC offers wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized tools and legacy strategies to construct tax- and fee-sensitive portfolios.

Pujan Patel is a financial advisor with Eagle Strategies (NY Life) based in Chicago, IL. He holds Series 63 and Series 66 designations and has three years of industry experience. Prior to his current role, Patel worked at firms including Preqin, J.P. Morgan Securities LLC, and Charles Schwab. He also operates Patel Family Wealth, a business focused on selling New York Life products and services. Eagle Strategies serves a diverse client base including individuals and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across multiple program types and manages a majority of its assets on a non-discretionary basis.

Debra Levy is a financial advisor with Mesirow Financial Investment Management, Inc. in Chicago, IL. She holds Series 63 and Series 66 licenses and has 39 years of industry experience. Prior to joining Mesirow Financial in 2016, she worked at UBS Financial Services. Mesirow Financial Investment Management, Inc.’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 uses a comprehensive investment process, including quantitative and qualitative due diligence, and offers access to third-party managers as well as proprietary private investment products.

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.