Michael Wrocenski is a financial advisor with Hightower Advisors in Chicago, IL, holding a Series 66 designation and three years of industry experience. He has worked at Hightower Advisors since 2022 and previously was associated with EFG Advisors and held roles outside the financial industry, including operating a business called FlyHigh Bounce House Rentals. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s advisory model focuses on manager selection and multi-manager solutions, offering access to affiliated and third-party managers, along with proprietary research and various investment vehicles.

Phillip Weinstein is a financial advisor with Farther, holding Series 63 and Series 66 credentials and 19 years of experience in the industry. His prior work includes sixteen years at Edelman Financial Engines, as well as roles at Chase Investment Services Corp., Wells Fargo Investments, Llc, and CUSO Financial Services, L.P. Outside of advisory work, he owns and manages a real estate investment property. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, utilizing proprietary models, algorithmic rebalancing, and a range of investment vehicles including ETFs, mutual funds, equities, and fixed income.

Jake Faucett is a CFP® professional with five years of industry experience. He has worked at Moneta Group Investment Advisors, LLC since 2022 and previously was employed at Creative Planning, Inc. and Ernst & Young, LLP. He is based in Chicago, IL. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, and family office services. The firm uses a Partner-led team structure supported by centralized investment processes and offers specialized services for clients with complex needs.

Arthur Paterson Jr. is a financial advisor at William Blair with 23 years of industry experience. He holds the Series 66 designation and has worked at William Blair since 2017. Prior to that, he was employed at Bank of America, N.A. and Merrill. 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 multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Kenneth Rosenbaum is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2009, following nine years at Citigroup Global Markets. Rosenbaum serves as trustee for his parents' trust accounts. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of advisory programs, combining discretionary and non-discretionary services across equity, balanced, and fixed-income portfolios.

Gregory Gregory is a CFP® and holds the Series 66 designation, with 13 years of experience in the financial industry. He has worked at Hightower Advisors since 2021 and previously spent eight years at Clear Perspective Advisors and Ausdal Financial Partners. He is based in Chicago, IL. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory model emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers, proprietary research, and a variety of investment vehicles including mutual funds, ETFs, and alternative investments.

Mark Hofstetter is a Certified Financial Planner (CFP®) with 36 years of industry experience. He is currently with Concurrent Investment Advisors, LLC and has previously worked at firms including Purshe Kaplan Sterling Investments, Next Retirement Solutions, Raymond James Financial Services, Wells Fargo Advisors, and A. G. Edwards & Sons. Outside of his advisory work, he is a paid performing musician through his part-time involvement with And Beyond LLC. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, families, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a broad network of approximately 286 advisors.

Christopher Fabian is a financial advisor at Mesirow Financial Investment Management, Inc. He holds a Series 66 designation and has six years of prior experience at Cambridge Associates before joining Mesirow in 2024. He also worked at Christopher Newport University for four years. Mesirow Financial Investment Management’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to private individuals, institutional clients, and government entities. The firm uses an investment approach that includes setting asset allocation targets, due diligence across a range of asset classes, and may utilize third-party sub-advisors and proprietary private investment products.

Mark Tyszkiewicz is a financial advisor with TIAA-CREF in Chicago, IL, holding Series 63 and Series 66 designations and 18 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors, U.S. Bank, and BMO Harris Financial Advisors. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with ties to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm operates an advisory model that distinguishes between point-in-time planning services and ongoing discretionary management through managed account programs.

Hollis Herman is a financial advisor with Oppenheimer in Chicago, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. His career includes roles at firms such as RBC Capital Markets Corp, Ameriprise Financial Services, and LPL Financial. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory strategies spanning equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Charles Kaufmann is a financial advisor at Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has been with the firm since 2026. His prior experience includes roles at Bella Via Restaurant and Meadows Golf Course. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management according to clients’ goals and risk tolerances.

Baili Roy is a CFP® with nine years of industry experience, currently advising at Corient in Chicago, IL. Prior to joining Corient, Roy worked at Balasa Dinverno Foltz LLC for six years. Roy serves as the Director of Education for the Financial Planning Association of Illinois and volunteers as a financial mentor for young adults at 3rd Decade. Corient provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that integrates proprietary and third-party strategies with risk management tools and may include alternative investments where appropriate.

Clarissa Jugo is a CFP® professional with five years of industry experience, currently with Focus Partners Wealth, LLC since 2026. Her prior experience includes roles at Kovitz Investment Group Partners, LLC and Goldman Sachs Ayco Personal Financial Management. She also has background involvement with nonprofit theater organizations in Chicago. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Donald Yeomans is a financial advisor at William Blair with 14 years of industry experience. He holds the CFA® designation and Series 66 license. Yeomans has been with William Blair since 2017, with a one-year period of extended travel prior to joining the firm. 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 multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Nicholas Hunt is a CFP® and Series 66 credentialed advisor at Oppenheimer with 11 years of industry experience. He has been with Oppenheimer since 2014. Based in Chicago, IL, he serves clients through an enterprise firm with a broad service offering. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a variety of investment and consulting services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Jenny Boyke is a financial advisor at Focus Partners Wealth, LLC with 20 years of industry experience. She holds the CFP® designation along with Series 63, 65, and 66 licenses. Her prior roles include positions at Kovitz Investment Group Partners, Kovitz Securities, and Deloitte Investment Advisors. Boyke also serves as co-trustee of a family trust. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, and retirement plan consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, private funds, and legacy strategies through an enhanced open architecture framework.

Joshua Falbe is a Series 65-credentialed advisor with Creative Planning in Chicago, bringing nine years of industry experience. He has been with Creative Planning since 2016. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Chloe Copple is a financial advisor at Carson Wealth with a Series 65 credential and four years of industry experience. She has held positions at Barrington Wealth Management and FreeCap Financial, and has also worked with the Mann Deshi Foundation. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, sub-advisory relationships, and retirement plan services, utilizing a committee-driven investment approach and a variety of tailored solutions.

Lavanya Batchu is a financial advisor with Mesirow Financial Investment Management, Inc., holding a Series 66 designation and 12 years of industry experience. She has been with Mesirow Financial and its affiliated entities since 2009, including roles at Mesirow Fiduciary Solutions LLC and Precision Fiduciary Partners LLC. Mesirow Financial Investment Management, Inc.’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 involving asset allocation targets, due diligence across various asset classes, and access to proprietary private investment products and third-party managers.

Brett Kelly is a financial advisor with Bankers Life Advisory Services, Inc. in Chicago, IL, holding Series 63 and Series 65 registrations and bringing 22 years of industry experience. He has been with Bankers Life Advisory Services and Bankers Life Securities since 2019 and previously worked with Foresters Financial and Foresters Advisory Services LLC from 2013 to 2019. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to develop tailored asset allocations and portfolio management strategies aligned with clients’ goals and risk tolerances.