John Tabet is a financial advisor at William Blair with a Series 66 credential and one year of industry experience. Prior to joining William Blair, he worked for six years at Tradecraft Crating and Expo Chicago and spent four years at the University of Illinois Urbana-Champaign. Outside of his financial advisory role, he has held positions in organizations related to crating and art exhibitions. 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 various asset classes and offers proprietary models and private fund access through its integrated platform.

Aaron Stout is a financial advisor at William Blair in Chicago, IL, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with William Blair & Company since 2007. Outside of his advisory role, he is a partner in Blackthorn Farms, where he spends minimal time annually and receives no compensation. 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 a research-driven approach and provides access to proprietary models, third-party sub-advisers, and private investment opportunities.

Wonee Janet Dougherty is a CFA® charterholder with 24 years of industry experience. She has been with Cresset Asset Management, LLC since 2018 and previously worked at J.P. Morgan Securities Inc. and J.P. Morgan Chase Bank, NA. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction tailored to client objectives, utilizing both active and passive strategies alongside third-party managers, supported by a structured due-diligence and monitoring program.

Ronald Graziano is a CFP® and holds a Series 65 license, currently advising at Creative Planning with four years of industry experience. His prior roles include positions at Wipfli Financial Advisors, Hedge Fund Research, JP Morgan Chase, and seven years working in education at Sandburg Middle School and York High School. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other portfolio management techniques.

Michael Picard is a Series 66-licensed financial advisor with Valic Financial Advisors in Chicago, IL, with seven years of industry experience. His prior roles include positions at Agia, Bank of America, Merrill, and Aldi. In addition to his advisory work, he serves as an agent for Agia, focusing on non-securities insurance products. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management and financial planning through a large network of advisors, employing discretionary unified managed accounts and technology-driven solutions.

Daniel Mendelson is a financial advisor at Rockefeller Financial LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill and Bank of America prior to joining Rockefeller Financial. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing a range of investment and placement services through an integrated investment platform.

Joseph Locke is a financial advisor with CIBC Private Wealth Advisors, Inc. in Chicago, IL, holding the ChFC® designation and Series 63 and 65 licenses. He has 27 years of industry experience and has worked at AT Investment Advisers Inc., Geneva Advisors, LLC, and his own firm, Joseph J. Locke & Company, Ltd. Locke serves as successor trustee for two family trusts, managing asset disbursements according to trust instructions. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal investment teams with governance committees to deliver customized portfolios and managed accounts, offering proprietary and external strategies including options hedges and structured notes, and is noted for a high assets-under-management per advisor ratio and involvement with investment company clients.

Christopher Rosamond is a financial advisor at William Blair in Chicago, IL, holding a Series 66 designation with 26 years of industry experience. His career includes positions at Merrill Lynch from 1999 to 2017 and Bank of America from 2009 to 2017 before joining William Blair in 2017. 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 an active, research-driven approach across various asset classes and provides advisory clients access to proprietary models, third-party sub-managers, and private investment opportunities.

Christopher Moreno is a financial advisor with Bankers Life Advisory Services, Inc. He holds the Series 66 designation and has 22 years of industry experience. Moreno previously worked at Next Financial Group, Inc. for 13 years before joining Bankers Life Advisory Services and Bankers Life Securities in 2023. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions.

Dayle Malone is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. Prior to joining Hightower, Malone worked at Clear Perspective Advisors, LLC for eight years. Malone is also a director of the Dudley D. & Delores R. Malone Family Foundation, a charitable private family foundation based in Illinois. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, employing a manager selection and multi-manager strategy that includes affiliated and third-party managers, proprietary research, and diverse investment vehicles.

James Gazis is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Independent Financial Partners since 2025. He has also been affiliated with Balanced Asset Strategies, Ltd for over 16 years, where he is the owner of a wealth management business. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving tens of thousands of clients with a decentralized advisory model and notable retirement-plan advisory and pension consulting capabilities.

Peter Garzelloni is a CFP® with 18 years of experience, currently serving at Valic Financial Advisors since 2009. He also holds a role with Agia, focusing on non-securities insurance products since 2022. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, offering discretionary managed-account programs, financial planning, and brokerage services. The firm employs Envestnet-developed UMA models for portfolio construction and operates with over 1,200 advisors managing assets totaling approximately $26.4 billion.

Paul Laliberte is a financial advisor at Oppenheimer with 24 years of industry experience. He holds the Series 66 designation and has worked at Oppenheimer since 2023. His prior experience includes roles at B. Riley Wealth Advisors, B. Riley Wealth Management, and Morgan Stanley DW Inc. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, and charitable organizations with a broad range of investment and consulting services delivered on discretionary and non-discretionary bases. The firm offers equity, balanced, and fixed-income portfolios along with retirement planning and operates both advisory and broker-dealer businesses.

Joseph Scanlon is a financial advisor at Mesirow Financial Investment Management, Inc. in Chicago, IL, with 58 years of industry experience. He has held his current role at Mesirow Financial since 1993 and holds Series 63 and Series 65 licenses. Mesirow Financial Investment Management, Inc.’s Wealth Management division offers 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 employs a process that includes preparing Investment Policy Statements, setting asset allocation targets, conducting due diligence across various asset classes, and may use third-party sub-advisors and proprietary private investment products.

Taylor Mc Main is a CFP® with 11 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory, Inc. in Chicago, IL. Prior to joining Schwab Wealth Advisory, Mc Main worked at Beacon Pointe Advisors for three years and held various roles within the Charles Schwab organization for over a decade. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients within the Schwab Wealth Advisory program. The firm supports clients with annual financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s research tools and standard asset allocation models, while leaving final trading decisions to clients.

Sabrina Emert is a financial advisor with Mesirow Financial Investment Management, Inc. in Chicago, IL, holding a Series 66 designation and six years of industry experience. Prior to joining Mesirow in 2021, she worked at Bank of America, Merrill, and Merrill Lynch. Outside of finance, she teaches yoga sculpt classes twice a week at CorePower Yoga. Mesirow Financial Investment Management’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to a range of clients including private individuals, pension plans, and institutional clients. The firm uses a disciplined process that includes preparing Investment Policy Statements, setting asset allocation targets, and conducting due diligence across various asset classes, while offering access to proprietary private investment products and third-party managers.

Joseph Glossberg is a financial advisor at Corient with 27 years of industry experience. He holds the CFA®, CIC, and Series 65 designations. His work history includes long-term service at Gofen and Glossberg, L.L.C. from 1997 to 2023 before joining Corient and its affiliates. 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 risk management tools and alternative investment options.

Jeffrey Urban is a financial advisor at William Blair with two years of industry experience. He holds a Series 66 designation and has worked at William Blair since 2023, with prior roles at Advisory Research, Vector Marketing Corporation, and ShoreAcres. 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 various asset classes and offers proprietary model portfolios and access to private funds through its MB Investments Program.

Hoi Ying Yau is a financial advisor with Transamerica Financial Advisors in Chicago, IL, holding Series 63 and Series 65 licenses and nine years of industry experience. She has worked at Transamerica Financial Advisors since 2016 and has been affiliated with World Financial Group since 2015. Her other business activities include the sale of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm uses a model portfolio and third-party manager approach, supported by multiple program platforms such as Transamerica ONE and the TFA365 Advisory Program.

Ted Breiter is a CFP® with 16 years of industry experience, currently serving as an advisor at Corient since 2026. Prior to joining Corient, he worked for 11 years at Vivaldi Capital Management. He holds Series 63 and Series 65 licenses and is based in Chicago, IL. 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 combining in-house strategies with third-party managers, employing risk management tools and alternative investment options as appropriate.