Geoffrey Tomes is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 credential and 26 years of industry experience. He has worked at Noyes Advisors LLC for 11 years and David A Noyes & Company for 26 years. His other business activities include involvement in fixed life and health insurance and fixed annuities. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services employing various analytical approaches and maintains distinctive features such as negotiated performance-based fees for large institutional clients and affiliations with specialized asset management firms.

Cole Swearingen is a CFP® professional at Brookstone Capital Management LLC with four years of industry experience. He has worked at Franklin Wealth Advisors, RMB Capital, and Prizm Financial Advisors. Outside of finance, he owns and operates a small business raising beef cows, selling meat cuts directly to consumers. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Norman Schlismann is a financial advisor with Mesirow Financial Investment Management, Inc. in Chicago, IL. He holds Series 63 and Series 65 credentials and has 46 years of industry experience. Schlismann has been with Mesirow Financial since 2001. Mesirow Financial Investment Management’s Wealth Management division offers discretionary and non-discretionary investment management and financial planning services to a range of clients, including private individuals, institutional investors, and government entities. The firm employs both third-party managers and proprietary private investment products while applying quantitative and qualitative due diligence across various asset classes.

James Alverson is a financial advisor at William Blair with 11 years of industry experience. He holds a Series 66 designation and has worked at William Blair since 2021, following eight years at Tiaa. 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 models and access to private funds and co-investment opportunities.

Daniel Nyhan is a financial advisor at Mesirow Financial Investment Management, Inc. in Chicago, IL, holding a Series 66 designation with 15 years of industry experience. He has been with Mesirow Financial since 2015. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to private individuals, pension plans, government entities, and institutional clients. The firm employs an investment process that includes setting asset allocation targets and conducting due diligence across a range of asset classes, offering access to both third-party managers and proprietary private investment products.

Michael Dahill is a financial advisor with Kestra Advisory in Burr Ridge, IL, holding a Series 66 designation. He has less than one year of industry experience, with prior roles including time at BlueLake Wealth Advisors, LLC and Heartland Bank and Trust Company. He has also worked at Edgewood Valley Country Club while completing his education. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan-level investment advice, and employee education, serving a range of clients from large institutional investors to sovereign wealth funds.

Benjamin Parker is a financial advisor at Brookstone Capital Management LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2018. Outside of finance, he has been involved in music instruction through his business, Ben Parker Music Instruction, since 2009. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, and sovereign wealth funds. The firm delivers investment management primarily on a discretionary basis through model portfolios, unified managed accounts, and separately managed accounts, supporting a large network of advisors with back-office and turnkey asset management platform services.

Spencer Kenney is a financial advisor at William Blair in Chicago, holding a Series 66 designation with two years of industry experience. He previously worked at Northern Trust for seven years before joining William Blair. 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 active, research-driven management across multiple asset classes and provides proprietary models, third-party sub-advisers, and access to private funds through its MB Investments Program.

Gregory Herr is a financial advisor at NorthCoast Asset Management LLC with one year of industry experience. He holds the CFA® designation and a Series 63 license. His prior work includes roles at Focus Partners Wealth, Kovitz Investment Group Partners, Phaeacian Partners, and UMB Distribution Services. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach, offering a range of portfolio management strategies including strategic asset allocation, equity, income, and alternatives.

Dennis Dine is a financial advisor with Equity Services, Inc. and holds a Series 66 designation. He has 16 years of industry experience and has worked at firms including Lakeshore Financial Group, Money Concepts Capital Corp., and Edward Jones. Outside of his advisory work, he serves as Minister of Care at St John of the Cross Parish in Western Springs, IL. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios that combine long-term strategies with options for shorter-term trading.

James Dyer III is a CFP® and holds a Series 65 license with four years of industry experience. He currently works at Creative Planning, where he has been since 2022, and previously worked at Wipfli Financial Advisors and held academic roles at the University of Wisconsin–Madison and Whitefish Bay Middle/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 assets and employs a financial planning–led investment process that emphasizes low-cost indexing, buy-and-hold strategies, and offers a range of supplemental investment options alongside affiliated legal, trust, and recordkeeping services.

Pantelis Xidias is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and has five years of industry experience. He has worked with New York Life Insurance Company and NYLIFE Securities LLC since 2021 and previously held roles at Northwestern Mutual. Outside of financial advising, he is involved in managing workflow at Apex Auto Care, an automotive repair business. 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 multiple program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Charles Hoban is a financial advisor with William Blair in Chicago, holding a Series 66 designation. He joined the firm in 2025 and has prior experience at Wesleyan University, The Lawrenceville School, Winnetka Park District, and New Trier High School. 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 active, research-driven strategies across multiple asset classes and offers proprietary models, access to private funds, and co-investment opportunities.

Michael Peregrym is a financial advisor with Brookstone Capital Management LLC in Wheaton, IL, holding a Series 66 designation and 10 years of industry experience. His career includes 11 years at Edward Jones before joining Brookstone Capital Management and Dowling Financial Services in 2025. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and a wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions, offering discretionary investment management primarily via model portfolios, unified managed accounts, and separately managed accounts.

Dillion Thoms is a financial advisor at VALIC Financial Advisors with a Series 66 designation and four years of industry experience. He has worked at VALIC Financial Advisors since 2021 and has additional experience with AGIA and FSR Services. Thoms has also been involved with non-securities insurance products through his role at AGIA. VALIC Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts using Envestnet’s platform, managing approximately $29.2 billion and serving close to 300,000 clients through over 1,200 advisors.

Rafal Sieklucki is a financial advisor at William Blair with a Series 66 designation and one year of industry experience. Prior to joining William Blair in 2025, he spent several years in educational roles, including positions at Miami University, Fenwick High School, and St. Constance School. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension plans, 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.

John Oliveira is a financial advisor with William Blair in Chicago, holding a Series 66 designation and beginning his industry career in 2024. His prior experience includes roles at Royal Bank of Canada and Ieq Capital. Outside of finance, he has been involved with the Chicago Rowing Foundation and spent five years affiliated with Cornell University. 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 asset classes and provides proprietary models and access to private funds and co-investment opportunities.

Kevin Eifert is a CFA® charterholder and holds a Series 66 license. He has four years of industry experience and has been with William Blair since 2021. Prior to joining William Blair, he spent eight years in full-time education. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm emphasizes active, research-driven management across multiple asset classes and provides proprietary models and access to private funds and co-investment opportunities.

Joseph Guttilla is a financial advisor with Oppenheimer in Chicago, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Oppenheimer Asset Management Inc. and Fahnestock & Co. Inc. since 2003. Outside of his advisory role, he is a partner in a small real estate venture. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation along with various investment vehicles to meet client objectives.

Matthew Mc Kibben is a financial advisor at Hightower Advisors in Chicago, IL, holding a Series 66 designation with three years of industry experience. Prior to joining Hightower in 2025, he worked at Edward Jones and Fifth Third Bank. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager approach that includes proprietary research, alternative investments, and customized portfolio solutions.