Ian Bannon is a financial advisor at Oppenheimer in Chicago, IL, with four years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, J.P. Morgan Securities, and RJ O’Brien & Associates LLC. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including portfolio management, consulting, and financial planning. The firm employs diverse investment approaches tailored to each program, managing both discretionary and non-discretionary assets.

Matthew Scherer is a CFA® charterholder and Series 63 licensee with five years of industry experience. He is currently affiliated with CIBC Private Wealth Advisors, Inc. and has previously worked at Geneva Advisors, LLC for 16 years. CIBC Private Wealth Advisors provides investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal investment teams and external managers to offer customized portfolio solutions, including options strategies and coordinated Family Office services.

Nicole Romito is a CFP® with 24 years of industry experience, currently serving at Hightower Advisors since 2020. Prior to this, she spent 15 years at Private Vista, LLC (formerly Financial Strategy Network LLC). She holds a Series 66 license and is based in Chicago, IL. Hightower Advisors offers investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager investment approach that includes affiliated and third-party managers, proprietary research, and diversified portfolio construction strategies.

Daniel O Brien is a financial advisor with Hightower Advisors in Chicago, IL, holding a Series 65 designation and nine years of industry experience. His prior roles include positions at TC Wealth Partners and Trust Company of Illinois, where he worked for 20 years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and a variety of investment vehicles including mutual funds, ETFs, and alternative investments.

Shauna Kelly Moran is a financial advisor at Mesirow Financial Investment Management, Inc. with 19 years of industry experience. She holds a Series 66 designation and has been with Mesirow Financial since 2005. In addition to her advisory role, she has been involved with FEAST since 2004. Mesirow Financial Investment Management, Inc.’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, government entities, and institutional clients. The firm employs a comprehensive investment process that includes preparing Investment Policy Statements, setting asset allocation targets, and utilizing both proprietary and third-party investment strategies.

Zachary Abrams is a financial advisor with William Blair in Chicago, holding a Series 66 designation and one year of industry experience. Prior to joining William Blair, he worked at SS&C Technologies for three years and has a background that includes roles in technology and education. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients through active, research-driven strategies across equities, fixed income, and alternatives. The firm manages approximately $64 billion in assets under management and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Edward Bothfeld is a financial advisor at Commonwealth Financial Network with 10 years of industry experience. He holds the Series 66 designation and has been associated with Bothfeld Financial Partners since 2015. His business activities include fixed insurance sales conducted through Bothfeld Financial Partners. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, and provides operational, trading, technology, compliance, and practice-management support to its affiliated advisors.

Kevin Murphy is a financial advisor with PNC Wealth Management in Chicago, IL, holding Series 63 and Series 66 licenses and six years of industry experience. His career includes positions at JPMorgan Securities and JP Morgan Chase Bank before joining PNC Investments and PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm uses algorithmic questionnaires to recommend risk bands and implements investments via approved model strategies with an emphasis on mutual funds and ETFs.

Jordan Taylor is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Transamerica, Taylor worked at Robinhood Markets, Inc. and Charles Schwab & Co., Inc. Outside of financial services, Taylor has diverse work experience in customer service roles across various industries. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice and education programs. The firm’s investment approach incorporates proprietary software and model portfolios developed by Morningstar Investment Management to provide personalized asset allocation and retirement guidance.

Blake Warner is a financial advisor at SPC with eight years of industry experience. He holds a Series 66 designation and has worked at Sigma Planning Corporation and Sigma Financial Corporation since 2018. Prior to that, he was employed at Anchor Brake Shoe from 2015 to 2018. Warner is also a licensed life and health insurance agent and operates under the DBA Touch Financial Group. 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 provides portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers.

David Oulvey is a financial advisor at VALIC Financial Advisors with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at VALIC since 2014. Additionally, he serves as an agent with Agia, involved with 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Amy Green is a Certified Financial Planner® (CFP®) with 17 years of industry experience. She has been with CIBC Private Wealth Advisors, Inc. since 2010, based in Chicago, IL. CIBC Private Wealth Advisors provides investment advisory and wealth advisory services to a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team with governance committees to create customized portfolios, utilizing both proprietary and external strategies, and is notable for its scale and involvement with investment company clients.

Jake Nelson is a financial advisor with Bankers Life Advisory Services, Inc. in Chicago, IL. He holds a Series 66 designation and has eight years of industry experience, including prior roles at Edward Jones and Bankers Life Securities, Inc. Outside of his advisory work, he also works part-time as a server and delivery driver at Leona's Restaurant. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm employs fundamental, technical, and cyclical analysis methods to tailor asset allocations and portfolio management to client goals and risk tolerance.

Sean Whitney is a CFP® and CFA® with six years of industry experience. He is currently an advisor with CIBC Private Wealth Advisors, Inc. and was previously with MainStreet Investment Advisors LLC for eight years. Whitney is a partner in two LLCs that provide capital for real estate ventures but does not engage in their operations. CIBC Private Wealth Advisors offers investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal expertise and external managers to provide customized portfolio management and offers coordinated Family Office services for complex client needs.

Mark Cassell is a CFA® charterholder with 29 years of industry experience, currently serving at CIBC Private Wealth Advisors, Inc. since 2017. His prior roles include positions at Atlantic Trust Investment Advisors, Gnv Advisors, and Geneva Investment Management of Chicago. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, and investment companies. The firm utilizes a governance structure involving internal investment teams and committees to construct customized portfolios, combining proprietary and external strategies, and manages approximately $67.8 billion in assets.

Martin Gaughan is a CFP® professional with 31 years of industry experience. He has been with Farther since 2025 and previously worked at Commonwealth Financial Network and Gaughan Wealth Management for 27 years. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm’s investment approach uses Modern Portfolio Theory with bespoke and algorithmic model portfolios, automatic rebalancing, and primarily allocates among ETFs, mutual funds, individual equities, and fixed income.

Patrick Biladeau is a financial advisor at Cresset Asset Management, LLC with 14 years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Cresset in 2018, he worked at JPMorgan Chase Bank & Co. and J.P. Morgan Securities from 2013 to 2018. Cresset Asset Management manages approximately $78.9 billion in client assets and provides wealth management, financial planning, portfolio management, and family office services to individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a risk-aware approach combining strategic asset allocation with active and passive investment management across a broad range of asset classes.

Yulun Wu is a financial advisor at Fifth Third Securities, Inc. based in Chicago, IL, holding Series 63 and Series 66 licenses with nine years of industry experience. His career includes roles at Fifth Third Bank, Citigroup, and JP Morgan Securities LLC. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, institutions, and business entities through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, combining third-party portfolio managers and advisor-directed strategies.

William Norris is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL, holding a Series 65 designation with two years of industry experience. He has been affiliated with CIBC Private Wealth and CIBC National Trust Company since 2010, totaling 16 years with the firm. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm’s investment process integrates an internal team, relationship managers, and governance committees to create customized portfolios using both proprietary and external strategies, and it is notable for its portfolio management services for investment company clients.

Jeffrey Levine is a financial advisor with Mesirow Advanced Strategies Inc, holding a Series 66 designation and 17 years of industry experience. He has worked at Mesirow Financial, Inc. since 2008. Outside of his advisory role, he serves as an ethics officer for the City of Riverside Ethics Commission and is a member of the Endowment Committee at West Suburban Temple Har Zion. Mesirow Advanced Strategies, Inc. is an SEC-registered investment adviser and a wholly owned subsidiary of Mesirow Financial Holdings, Inc. The firm previously sponsored pooled investment products but currently has no assets under management and does not solicit new investors; it maintains compliance and governance policies applicable should the products be reinstated.