Craig Savage is a financial advisor with William Blair in Chicago, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has worked at William Blair since 2016 and previously spent six years at Credit Suisse Securities. Outside of advising, he owns a small aircraft through Savage Holdings LLC. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs active, research-driven management across various asset classes and provides proprietary models and access to private funds and co-investment opportunities.

Jeffrey Hackman is a financial advisor at Kestra Advisory Services, LLC with 33 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Icba Securities and Vining Sparks. Additionally, he assists with life insurance placement as part of NPPFA Benefits. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm serves a broad range of clients, including very large institutional investors, and manages approximately $79.8 billion in assets.

John Hexamer is a financial advisor with Oppenheimer, holding Series 63 and Series 66 credentials and over 30 years of industry experience. His prior work includes roles at CIBC World Markets Corp., Oppenheimer Asset Management Inc., and Fahnestock & Co. Inc., where he has been employed since 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs and advisory services encompassing equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Patrick Gleason is a financial advisor with William Blair, holding a Series 66 designation and 12 years of industry experience. He has been with William Blair & Company since 2014. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension funds, 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.

Keith Malooley is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL, with seven years of industry experience. He holds the CFP®, CFA®, and Series 65 credentials. Prior to joining CIBC Private Wealth Advisors in 2017, he worked at Geneva Advisors, LLC 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 offers customized portfolio management, financial and estate planning, and coordinated Family Office services, utilizing a combination of proprietary and external investment strategies.

Kathleen Evans is a financial advisor at William Blair with seven years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Evans has been with William Blair since 2021. 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, using an active, research-driven approach across multiple asset classes.

Maury Fertig is a financial advisor at Focus Partners Wealth, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Focus Partners Wealth since 2026. His prior experience includes roles at Kovitz Investment Group Partners and Relative Value Partners, where he held positions for nearly 20 years combined. Fertig also serves as a director on the board of Benefit Security Insurance Company. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial planning, and retirement plan consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds.

Matthias Kuhlmey is a financial advisor with Hightower Advisors in Chicago, IL, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He has been with Hightower Securities, LLC and Hightower Advisors since 2009. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, offering access to affiliated and third-party managers, with a focus on discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.

John Lubin is a financial advisor at Rockefeller Financial LLC with two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at AllianceBernstein, Brown Advisory, and Appreciate. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and provides a range of investment solutions through its Private Advisor model and the Rockefeller Global Investment Management platform.

Erin Kasik is a financial advisor at Rockefeller Financial LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior experience includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Stifel. Rockefeller Financial LLC serves 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, operating under a Private Advisor model with an integrated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Matthew Lafontaine is a financial advisor at William Blair with 10 years of industry experience and holds a Series 66 credential. He has worked at William Blair since 2015 and is also a principal and head of baseball operations at The Yard, an indoor baseball facility. Additionally, he coaches baseball on weekends for New Trier Pony. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs active, research-driven strategies across multiple asset classes and provides proprietary models and access to private funds through its MB Investments Program.

Constantine Mulligan is a CFA® charterholder and holds a Series 65 license. He has 18 years of experience in the financial advisory industry, currently working at Cerity Partners LLC since 2019. His prior experience includes roles at Blue Prairie Group, LLC, RH Financial Group, LLC, and Results One Financial, LLC. Cerity Partners advises a diverse client base including high-net-worth individuals, families, institutions, and business entities, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and combines proprietary quantitative screening with third-party strategies and direct security selection, while also providing access to alternative and private market solutions for qualified clients.

Peyton Eckert is a CFP® professional affiliated with Corient in Chicago, IL, with six years of industry experience. Prior to joining Corient, Eckert worked at BMO Harris Bank and UBS Financial Services. Corient provides investment advisory and financial planning services to a diverse range of clients, including individuals, high-net-worth clients, trusts, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools to align portfolios with client objectives.

Tyler Smith is a financial advisor at William Blair with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Wells Fargo Advisors. In addition to his advisory role, he owns and operates a candle-making business called Kinky Kandles in Chicago. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides access to proprietary models and private investment opportunities.

Mary Wilson is a financial advisor at Hightower Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Telemus Capital, LLC for six years before joining Hightower in 2021. Mary serves as a trustee for a family irrevocable trust, administering it approximately 20 hours per year. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and various types of organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and portfolio construction strategies.

William Lulis Jr. is a financial advisor with PNC Wealth Management in Chicago, IL, holding a Series 66 credential and 18 years of industry experience. His prior roles include positions at J.P. Morgan Securities Inc. and J.P. Morgan Chase Bank. Outside of finance, he owns a boutique fitness business, Title Boxing Club, in Evanston, Illinois. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation. The firm emphasizes model strategies managed by PNC or third-party strategists and uses an algorithmic process to tailor investment risk levels for clients.

Sean Knoerzer is a CFP® and Series 65 credentialed financial advisor with 11 years of industry experience. He currently works at Corient and has previously been associated with Balasa Dinverno Foltz LLC. 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 combines internal strategies with third-party manager solutions and incorporates risk management tools and alternative investments where appropriate.

Gregory Campbell is a financial advisor with CIBC Private Wealth Advisors, Inc. in Chicago, IL, holding Series 63 and Series 65 registrations and bringing 29 years of industry experience. He has been with CIBC Private Wealth Group, LLC since 2017 and previously worked at AT Group LLC from 2014 to 2017. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base including high net worth individuals, families, trusts, and investment companies. The firm employs a collaborative investment process involving internal teams and committees to create customized portfolios using proprietary and external strategies, and manages a notably high asset-to-advisor ratio relative to peers.

Denin Limouris is a financial advisor at William Blair in Chicago, IL, holding a Series 66 designation. He has been with William Blair since 2026 and has prior experience at Harbour Capital and Curi Capital. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, and corporate clients. The firm employs active, research-driven strategies across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Brian Gray is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and 19 years of industry experience. He has previously worked at firms including Purshe Kaplan Sterling Investments, Financial Strategies Group, LLP, Next Retirement Solutions, Raymond James, Wells Fargo, and A. G. Edwards & Sons. Gray is also an insurance agent involved in the sale of fixed and traditional insurance products. Concurrent Investment Advisors, LLC is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services with a focus on customized, primarily long-term portfolios that utilize ETFs, mutual funds, and other investment vehicles.