Robert Adorno is a CFP®-certified financial advisor with four years of industry experience. He is currently with Focus Partners Wealth, LLC in Chicago, where he has worked since 2026. Prior to that, he held positions at Kovitz Investment Group Partners, LLC and Fidelity Investments. Outside of finance, he has experience working with faith-based organizations and in roles at Amazon and Denver Seminary. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Nader Maalouf is a financial advisor at Citigroup Global Markets with Series 63 and Series 66 credentials and three years of industry experience. His prior work history includes roles at J.P. Morgan Securities, Uber, Swissport, and AXA Advisors. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains a combination of large institutional scale and specialized market roles.

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.

Michael Krucek is a financial advisor at SPC with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with SPC since 2011. Krucek also has a long tenure at Sigma Financial Corporation beginning in 2004. In addition to advisory work, he sells insurance products including life, health, disability, and long-term care insurance. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary solutions tailored to client needs.

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.

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® with eight years of industry experience, currently serving as a financial advisor at William Blair. Prior to joining William Blair in 2025, he worked at Fiducient Advisors, Brownson, Rehmus & Foxworth, Urban Financial Advisory, Vivaldi Capital Management, and Lincoln Financial Advisors. William Blair’s Private Wealth Management division provides 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, offering proprietary models and access to private funds and co-investment opportunities.

Patricia Reilly is a financial advisor at William Blair with 30 years of industry experience. She has been with William Blair & Company L.L.C. since 1989. She holds Series 63 and Series 65 designations. 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 uses active, research-driven management across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Drew Mullarkey is a financial advisor at Mariner with five years of industry experience. He holds a Series 66 designation and has worked previously at Capital Group Companies - American Funds, DoorDash, Morgan Stanley, and Valeo Financial Advisors. Mariner serves a broad range of clients including individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios that combine in-house research with third-party managers and provides specialized tax integration and financial wellness solutions.

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 practicing at Cerity Partners LLC since 2020. Prior to Cerity, he held roles at Nicholas Company, Inc., Quasar Distributors LLC, IMST Distributors LLC, and Silver Pepper LLC. Cerity Partners offers customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, estates, business entities, and institutional investors. The firm utilizes tailored asset allocation, manager selection, and proprietary quantitative screens to construct client portfolios, and provides additional services such as retirement plan consulting, tax planning, and access to alternative and private-market investments.

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.

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.

James Flanagan is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His career includes roles at FSC Securities Corporation, Waterstone Financial Group, Inc., and Re-Direct Securities Corp prior to joining Independent Financial Group in 2010. Outside of his advisory work, he is an author of a retirement planning book, provides pro bono financial advice to cancer patients, and serves as an adjunct professor of gerontology at Concordia University. Independent Financial Group, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management through various platforms, utilizing a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence with both active and passive investment exposures.

Nathaniel Chan is a financial advisor at Mariner with a Series 66 designation and no prior industry experience. Before entering the financial sector, he worked at Lu's Sushi and Chinese and spent ten years at Wheaton College. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm offers customized discretionary portfolios supported by in-house research and third-party managers, with notable capabilities in tax and accounting integration and administrative family office services.

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.

Jacob Lee is a financial advisor with Guardian Life, holding a Series 66 designation and eight years of industry experience. His career includes roles at Guardian Life Insurance Company, Prudential Insurance Company of America, Pruco Securities, LLC, and Axa Advisors, LLC. Lee also engages in insurance activities outside of Guardian. Guardian Life’s subsidiary, Park Avenue Securities LLC, operates as a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and a variety of advisory programs that include proprietary and third-party model portfolios.