Liam Mulligan is a financial advisor at Wealth Enhancement Advisory Services, LLC with two years of industry experience. He holds the Series 66 designation and previously worked at L.M. Kohn & Company and Benjamin F. Edwards. Mulligan also spent several years in education before transitioning to financial services. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Caitlyn Finfrock is an advisor at Corient with a Series 65 credential and one year of industry experience. Her prior roles include positions at Capstone Financial Advisors and Corient Services LLC, as well as experience in educational and service industries. Corient provides investment advisory and financial planning services to a diverse client base, employing a goals-based, team investment approach that integrates in-house strategies, third-party managers, and risk management tools. The firm also offers specialized private fund capabilities and affiliated trust and brokerage services.

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®-certified financial advisor with 25 years of industry experience. She is currently with Focus Partners Wealth, LLC and has held roles at Kovitz Investment Group Partners, Kovitz Securities, Trinity Financial Advisors, and Foreside Financial Services. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, advisory services, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies and integrates a range of proprietary and third-party tools.

Jonathan Nickow is a CFP®, CFA®, and Series 63-licensed financial advisor with nine years of industry experience. He is currently with Corient in Chicago, where he has worked since 2026. Prior to joining Corient, he spent nearly a decade at Summit Trail Advisors and its affiliated entities. He also serves in multiple roles for certain client trusts and may receive separate compensation for those services. 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 that integrates in-house strategies with third-party solutions and employs continuous portfolio monitoring and risk management tools to align with client objectives.

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 Certified Financial Planner (CFP®) and holds a Series 66 license with five years of industry experience. He has worked at Schwab Wealth Advisory, Inc. and Charles Schwab & Co., Inc. since 2021, and previously was employed at Shepherd Financial, LLC and LeadJen LLC. He also has a background in academia from the University of Kentucky. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm uses Charles Schwab’s standard asset allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Christopher Prince is a CFP® and Series 66 credentialed financial advisor with 11 years of industry experience. He has been with Oppenheimer in Chicago, IL, since 2014. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment and retirement services, managing portfolios through strategic asset allocation and regular reviews while maintaining custody of client assets as a qualified custodian.

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.

Nicholas Dunckle is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked at ESS Fenton Group, LLC, Sunamerica Capital Services, Inc., and AIG Retirement Advisors. Outside of advisory work, he is a limited partner in a private storage unit business and owns land planned for partial residential use and resale. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed models and operating at a large scale with over 1,200 advisors.

Nicolette Kulach is a Series 66-licensed financial advisor at Mesirow Financial Investment Management, Inc. with three years of industry experience. Her career includes roles at Mesirow Wealth Management and The Mather Group. 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 other institutional clients. The firm applies quantitative and qualitative due diligence across multiple asset classes and offers proprietary private investment products alongside access to third-party managers.

Mark Chuirazzi is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2022. Prior to his current role, he has held positions at Penn State University, Pittsburgh National Golf Club, Treesdale Community Center, and North Allegheny School District. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale and specialized market roles.

Tara Schutz is a CFP® and Series 66 credentialed financial advisor with 16 years of industry experience. She has worked at Kestra Advisory, LLC and Kestra Investment Services, LLC since 2020 and was previously with Morgan Stanley and Morgan Stanley Private Bank from 2009 to 2020. Schutz also operates Windsor Private Wealth, LLC, where she provides financial planning, asset allocation, and investment advisory services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, providing services such as fiduciary consulting, plan design, and employee education. The firm serves a diverse client base that includes large institutional investors and sovereign wealth funds, managing approximately $79.8 billion in assets.

Matthew Parenti is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2020. Prior to joining Hightower, he worked at Private Vista, LLC and Kestra Financial Services, Inc. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes multi-manager solutions through affiliated and third-party managers, incorporating proprietary research and varied investment vehicles, including mutual funds, ETFs, and alternative investments.

Pierce Ernst is a financial advisor with Valic Financial Advisors and holds the Series 66 designation. He has four years of industry experience, including prior roles at Fidelity Investments and LPL Enterprise LLC. Ernst is based in Chicago, IL. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning services through a large network of advisors and utilizes Envestnet’s platform for unified managed accounts with tax-aware and ESG overlay options.

Daniel Lippold is a CFP® professional with 28 years of industry experience, currently serving at First Command Advisory Services since 2015. He has also been affiliated with First Command Insurance Services and First Command Financial Planning since 2011. Daniel is based in Darien, IL. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and various wrap-fee asset management programs, utilizing model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.