Jordan Scher is an investment advisor at Mesirow Financial Investment Management, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has worked at Mesirow Financial, Inc. since 1997. 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 utilizes both third-party managers and proprietary private investment products, applying quantitative and qualitative due diligence across a range of asset classes and offering access to specialized strategies and private investment funds.

Carolyn Kaiser is a financial advisor at William Blair with 20 years of industry experience. She holds the Series 66 designation and has been with William Blair & Co since 2005. Located in Chicago, IL, her career has been focused entirely at William Blair. William Blair’s Private Wealth Management division serves high-net-worth individuals, foundations, pension, and corporate clients with discretionary and non-discretionary investment management and financial planning. The firm emphasizes active, research-driven management across multiple asset classes and offers proprietary models, sub-advisory services, and access to private funds.

Gloria Russell is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 66 and Series 63 licenses and bringing 29 years of industry experience. Her work history includes roles at Transamerica Investors Securities Corporation, Transamerica Life Insurance Company, JP Morgan Securities, LLC, and London Realty. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed portfolio advice, contribution guidance, and investment education through various programs. Their investment approach uses proprietary software and model asset allocations developed in partnership with Morningstar Investment Management, focusing on scalable solutions for a broad client base.

Lorraine Hutchinson is a CFP®-certified financial advisor with 29 years of industry experience. She has worked at Hightower Advisors since 2022 and previously spent 27 years with Wayne Hummer Investments L.L.C. in Chicago, IL. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes multi-manager portfolio solutions and proprietary research, serving clients such as pension plans, charitable organizations, and private pooled investment vehicles.

Bryanna Unzueta is a financial advisor at William Blair with one year of industry experience. She holds a Series 66 designation and has held previous roles at DePaul University, Propharma Group, and Rush University Medical Center. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, including high-net-worth clients, as well as foundations, pension, and corporate clients. The firm employs an active, research-driven management approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Veronica Giess is a financial advisor at Hightower Advisors in Chicago, holding a Series 66 designation with four years of industry experience. Prior to joining Hightower in 2024, she worked at Charles Schwab Bank and Charles Schwab & Co., Inc. from 2020 to 2024. Outside of her advisory role, she works at Lollapalooza serving beverages at a bar tent. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach emphasizes manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a network of Advisor Practices.

Kevin Babb is a financial advisor at Creative Planning with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Mesirow Financial, LPL Financial, and CIBC Private Wealth Management. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and retirement plan services, supported by a broad advisory team and integrated investment infrastructure.

Brett Greenspan is a financial advisor at Cresset Asset Management, LLC in Chicago, IL, holding the CFP® and CFA® designations along with Series 66 and Series 63 licenses. He has 13 years of industry experience, including prior roles at Morningstar Investment Services LLC and Fidelity Brokerage Services. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles with a disciplined, risk-aware investment approach that combines strategic asset allocation, manager selection, and active and passive implementation across various asset classes.

John Roethle is a financial advisor at VALIC Financial Advisors with 39 years of industry experience. He holds a Series 63 designation and has been with VALIC Financial Advisors since 2015. Outside of his advisory role, he is also an agent with Agia, involved in non-securities insurance products. VALIC Financial Advisors primarily serves U.S.-domiciled 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 for portfolio construction.

Angel Montano is a financial advisor with Schwab Wealth Advisory Inc. in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Charles Schwab and its related entities since 2006. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab, with advice delivered through client-directed investment decisions rather than discretionary management.

Christopher Kurimay is a financial advisor at Citigroup Global Markets with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at U.S. Bancorp Investments and U.S. Bank. He is based in Chicago, IL. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains institutional-scale operations including in-house research, derivatives services, and bespoke solutions for large client relationships.

Jack Ablin is a CFA® with eight years of industry experience, currently serving at Cresset Asset Management, LLC. Prior to his current role, he spent 17 years at BMO Harris Bank. Cresset Asset Management, LLC manages approximately $71.9 billion in client assets, serving individuals, high-net-worth families, trusts, retirement plans, charitable organizations, corporations, and pooled investment vehicles. The firm employs a diversified, asset-allocation-driven investment approach that combines active and passive strategies and includes both discretionary and non-discretionary portfolio management, wealth planning, private fund advisory, and family office services.

Asha Goldstein is a CFP® professional based in Chicago, IL, with 19 years of industry experience. She currently works at Corient, joining the firm in 2026 after eight years at Vivaldi Capital Management, LLC, and seven years at Cedar Hill Associates 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 corporations. The firm uses a goals-based, team investment approach that combines proprietary strategies with third-party managers and employs risk management tools and alternative investment options where appropriate.

Lawrence Brottman is a CFP® professional with 22 years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, LLC, Connectus Wealth, and Mid-Continent Capital. Focus Partners Wealth, LLC serves a diverse client base including individuals, family offices, corporations, and retirement plans, offering a range of services from investment management to financial counseling and tax management. The firm employs a long-term, tax- and fee-sensitive investment approach with a focus on enhanced open architecture, integrating multiple asset classes and strategies while leveraging an extensive network of affiliated service companies and product relationships.

Kevin Jackson is a CFP® professional based in Chicago, IL, with 14 years of industry experience. He has been with HighTower Advisors and HighTower Securities since 2016. HighTower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment strategies.

Jason Spears is a ChFC®-designated financial advisor with 14 years of industry experience, currently with Eagle Strategies (NY Life) since 2018. He has prior experience at NYLife Securities LLC and New York Life Insurance Company dating back to 2012. Outside of his advisory work, Spears is involved in logistics through Sphere Global Logistics, LLC and participates in real estate investment and rehabilitation via Spears & Co., LLC. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of programs tailored to client objectives and emphasizes non-discretionary asset management within a large affiliated network.

Scott Vogg is a CFA® charterholder and holds a Series 65 license with 25 years of industry experience. He has been with Stein Roe Investment Counsel, Inc. since 2008. He is based in Chicago, IL, and is affiliated with CIBC Private Wealth Advisors, Inc. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm uses a combination of internal investment teams and external managers to create customized portfolio solutions and offers access to options strategies and coordinated Family Office services for complex needs.

Tessa Yeager is a Series 65-licensed advisor at Corient with experience beginning in 2023. Her prior work includes roles at Blended, Target, CI BDF Private Wealth, and HH Financial Planning. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach incorporating both in-house strategies and third-party manager solutions, with continuous portfolio monitoring and risk management.

Aoifinn Devitt is a CFP® with four years of industry experience currently serving at Moneta Group Investment Advisors, LLC. Prior to joining Moneta in 2021, he worked at Federated Homes, CHIPABF, and Clontarf Capital. He is also the founder of Fiftyfaces Productions Ltd, a podcast production company focused on sharing diverse perspectives from investment professionals. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients with portfolio management, financial planning, and family office services. The firm uses a Partner-led Team model supported by a centralized Investment Department, emphasizing diversified, multi-asset allocations and ongoing monitoring.

Joseph Nogal is a financial advisor at William Blair with 13 years of industry experience. He has been with William Blair since 2017 and previously worked at Goldman Sachs & Co. from 2012 to 2017. He holds Series 63 and Series 65 licenses. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm uses an active, research-driven approach across multiple asset classes and offers proprietary models and access to private and co-investment opportunities.