Eric Daliege is a financial advisor with Goldman Sachs Wealth Services in Chicago, IL, holding a Series 66 designation and 11 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent seven years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm leverages centralized investment resources and model portfolios while offering tailored services such as Executive Wealth and Private Family Office support.

Elias Kuhns is a financial advisor at William Blair in Chicago, IL, holding a Series 66 designation with four years of industry experience. His work history includes multiple roles at William Blair since 2020 and earlier experience at BioSig Technologies and in the hospitality sector. He has also been a full-time student at Union College since 2017. 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 emphasizes active, research-driven management across various asset classes and provides access to private funds and co-investment opportunities through its MB Investments Program.

Florence Isaac is a financial advisor at Fifth Third Securities, Inc. based in Chicago, IL, with three years of industry experience. She holds Series 63 and Series 66 credentials and has worked at several firms including LPL Enterprise, The Prudential Insurance Company of America, and Merrill. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through both investment advisory and brokerage services. The firm offers multiple investment programs on the Passageway platform, combining third-party portfolio management with advisor-directed strategies.

Thomas Gilboy is a financial advisor at Equity Services, Inc. with 15 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked with firms including National Life and Metlife Securities. Outside of his advisory role, he provides consulting services to business owners to support their growth. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms, including third-party asset managers, and combines long-term strategies with options for shorter-term trading across both discretionary and non-discretionary client programs.

Stanko Pavlovic is a financial advisor at PlanMember Securities Corporation with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including LPL Financial, BMO Harris Financial Advisors, and WCG Wealth Advisors. He is also president of Prosperity Wealth Advisors, an investment-related business. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios, offering education and support services including retirement planning and separation counseling.

Steve Landefeld is a Series 66-registered financial advisor with RBC Rochdale, LLC, based in Chicago, IL. He has 13 years of industry experience, including roles at City National Rochdale since 2018, Ameriprise Financial Services in 2018, and Peak6 Investments LP from 2012 to 2017. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm uses a multi-strategy investment process that integrates quantitative screening, fundamental analysis, and proprietary tools to construct tailored portfolios across various asset classes, including equity, fixed income, real assets, and alternatives.

Brady Peat is a CFP® and Series 65-registered advisor with three years of industry experience. He is currently with Integrated Wealth Concepts LLC and previously worked at Hightower Advisors, PrairieView Partners, and Googins Advisors. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term approach with customized portfolios using mutual funds, ETFs, individual equities, and fixed income.

Nathan Buth is a financial advisor with CIBC Private Wealth Advisors, Inc. in Chicago, IL, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked at CIBC Private Wealth Advisors since 2017, following roles at Atlantic Trust Investment Advisors, Geneva Investment Management of Chicago, and GNV Advisors. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a collaborative investment process involving internal teams and committees to create customized portfolios, using a combination of proprietary and external strategies, including options hedges and structured notes.

Maxwell Tuozzolo is a financial advisor at Citigroup Global Markets with two years of industry experience. He previously worked at Morgan Stanley and Citibank and has a background that includes studies at the University of Colorado, Boulder. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing functions, supporting a broad and complex platform for wealth management.

Kurt Miscinski is a financial advisor with Cerity Partners LLC in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with HPM Partners LLC since 2010. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, emphasizing customized, diversified portfolios and access to alternative and private-market investments.

Michael Adamski is a financial advisor at Mesirow Financial Investment Management, Inc. in Chicago, IL, with 22 years of industry experience. He has been with Mesirow Financial since 2009 and holds the Series 66 designation. Mesirow Financial Investment Management’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including individuals, pension plans, government entities, and charitable organizations. The firm employs a structured investment process that utilizes both third-party managers and proprietary private investment products.

Michael Wertz is a financial advisor at William Blair with 17 years of industry experience. He holds the Series 66 designation and has been with William Blair & Company LLC since 2008. 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 uses active, research-driven management across multiple asset classes and offers proprietary model portfolios and access to private funds and co-investment opportunities.

Frank Pellicori is a financial advisor at Corient with 23 years of industry experience. He holds a Series 66 designation and has worked at Vivaldi Capital Management and UBS Financial Services. Outside of his advisory role, he serves as an adjunct lecturer at DePaul University. 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 utilizes various risk management tools.

Mazen Zanayed is a financial advisor with PNC Wealth Management in Clarendon Hills, IL, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has been with PNC Wealth Management since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic questionnaires to guide portfolio strategy and implements investments via approved model strategies managed by PNC or third-party strategists.

Deborah Hopkins is a CFP® with 24 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, LLC, Kovitz Securities, LLC, and Foreside Financial Services, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses, offering a range of portfolio management, financial counseling, and fiduciary services. The firm emphasizes a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies and maintains several distinct investment programs and affiliated financial service offerings.

Nicholas Latko is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. He previously worked at Ausdal Financial Partners, Inc. and Clear Perspective LLC for ten years each. Outside of his advisory role, Latko is a co-owner of Perspire Sauna Studio and serves as a board member of the F3 Naperville Foundation, where he assists with event planning and organizational direction. 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, utilizing affiliated and third-party managers across various investment vehicles, including mutual funds, ETFs, and alternative investments.

James Judd is a CFP® with seven years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago since 2019. Prior to joining CIBC, he was self-employed from 2017 to 2019 and worked in other roles from 2015 to 2017. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a structured investment process involving internal teams and committees to deliver customized portfolio management, including access to options strategies and family office services, managing approximately $67.8 billion in assets with 175 advisors.

Michael Sharpe is a CFP® and Series 66 credentialed financial advisor at Schwab Wealth Advisory with five years of industry experience. He has worked at Schwab Wealth Advisory and Charles Schwab & Co., Inc. since 2021, following earlier roles at Shepherd Financial, LLC and LeadJen LLC. He also spent four years at the University of Kentucky prior to his financial advisory career. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses standard asset allocation models and Schwab research tools to offer investment recommendations while leaving final trading decisions to clients.

Christopher Prince is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2014. He holds a Series 66 license and is based in Chicago, IL. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a range of advisory and brokerage services such as discretionary and non-discretionary investment management, financial planning, and retirement services. The firm employs strategic and tactical asset allocation alongside manager selection and various investment strategies, with a notable role as a qualified custodian and a mix of commission-based and non-discretionary advisory programs.

Stephen Wathen is a financial advisor at Cresset Asset Management, LLC with 23 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Cresset in 2020, he was with 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 a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware investment approach that combines strategic asset allocation, manager selection, and both active and passive strategies across multiple asset classes.