Michael Kelly Jr. is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Oppenheimer since 2018 and previously worked at Wells Fargo Clearing from 2016 to 2018. Kelly also serves as a trustee for his children’s trusts. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, including high net worth clients, as well as corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of advisory programs with both discretionary and non-discretionary services, and it uniquely maintains custody of client assets while operating both advisory and broker-dealer businesses.

Jason Miller is a financial advisor with Schwab Wealth Advisory, holding CFP® and ChFC® designations and 23 years of industry experience. His prior roles include positions at JPMorgan Securities LLC, Principal Life Insurance Company, and Raymond James Financial Services Advisors. He serves as treasurer on the Athletic Board for St. Mary School in Mokena, Illinois. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm bases its recommendations on Charles Schwab’s asset-allocation models and internal research, with client authorization required for all trades.

Jordan Beadle is a financial advisor at Mariner Wealth Advisors with three years of industry experience. He holds a Series 65 designation and has been with Mariner since 2018, including the firm's current Oakbrook Terrace, IL office. Prior to joining Mariner, he worked at VS Technology, Inc. Mariner serves a diverse client base, including individuals, trusts, and institutional accounts, offering investment management, financial planning, retirement consulting, and tax services. The firm combines customized discretionary portfolios with in-house research and third-party managers, and it integrates tax and accounting services along with administrative family office and financial wellness capabilities.

Elizabeth Bell is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. She holds Series 65 and Series 63 designations. Prior to joining Goldman Sachs in 2022, she worked at W Greig & Company LLC and Datum 9 Analytics LLC. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm uses strategic and tactical allocation models, offers a range of fee arrangements, and integrates services across multiple Goldman Sachs affiliates.

Joshua Walters is a CFP® with 14 years of industry experience, currently advising at Voya Financial Advisors, Inc. He has held roles at several firms including LPL Financial LLC, Calamos Wealth Management, and J.P. Morgan Chase Bank. Walters holds Series 63 registration and operates out of Arlington Heights, IL. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services using a combination of in-house and outside strategists, model portfolios, and technology-enabled tools, with a significant focus on non-discretionary client relationships.

Julie Burrows is a financial advisor at William Blair with 14 years of industry experience. She has been with William Blair since 2015 and has operated Orangemosaic LLC, a marketing communications business, since 2002. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, and institutional clients. The firm emphasizes active, research-driven management across various asset classes and provides access to proprietary model portfolios and private investment opportunities.

Jonathan Baker is a CFA® charterholder with 10 years of industry experience. He is currently with Corient, where he has worked since 2022, following prior roles at Balasa Dinverno Foltz and CIPW Service Company. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and specialized offerings such as family office and trustee services.

Amir Ahmed is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. Prior to that, he was employed at The Ayco Company, L.P./Mercer Allied and KPMG. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with access to a broad range of affiliated products and services.

Robert Merkle Jr. is a Chartered Financial Analyst (CFA®) with 19 years of experience in the investment advisory industry. He is currently with CIBC Private Wealth Advisors, Inc. and has previously worked at Geneva Investment Management of Chicago, LLC, and AT Investment Advisers Inc. CIBC Private Wealth Advisors provides investment advisory and wealth management services to a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers customized portfolio management, financial and estate planning, and coordinated Family Office services, utilizing a combination of proprietary and external strategies with oversight from dedicated investment committees.

Nikita Praharaj is a CFP® and Series 66 licensed advisor at Corient with three years of industry experience. Prior to joining Corient in 2026, Nikita worked at Vivaldi Capital Management and held various roles at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension and profit-sharing 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 stress testing to align with client objectives.

Paul Wehner is a financial advisor at William Blair with 14 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at multiple firms including Kingswood Capital Partners and Schechter Investment Advisors. Outside of his primary roles, he is involved with private equity investing through Schechter Private Capital and is an insurance agent with Robert Schechter & Associates. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, and corporate clients. The firm employs an active, research-driven approach across asset classes and provides proprietary models, sub-advisory options, and access to private funds and co-investments.

Tyler Hujik is a financial advisor at Goldman Sachs Wealth Services with 13 years of industry experience. He holds the Series 66 designation and has worked at Ayco/Goldman Sachs & Co. LLC since 2019, following eight years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management along with specialized services such as Private Family Office, Executive Wealth programs, and access to Alternative Investments, utilizing a range of strategic allocation models and proprietary research tools.

Jessica Whiting is a financial advisor at Rockefeller Financial LLC with experience spanning several firms, including Rockefeller Capital Management and Associated Banc-Corp. She holds a Series 66 designation and has been active in the industry since 2021. Outside of her advisory role, she provides tax preparation services for friends and family. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Daniel Morgan is a financial advisor at Cresset Asset Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Hightower Advisors and Citigroup. Cresset Asset Management, LLC manages approximately $71.9 billion in client assets for a diverse range of clients, offering services including portfolio management, wealth management, financial planning, and private fund advisory. The firm employs a diversified, asset-allocation-driven investment approach that combines active and passive strategies along with third-party manager allocations tailored to client objectives and risk profiles.

Maxwell Badgley is a financial advisor at William Blair with one year of industry experience. He holds a Series 66 designation and previously spent 20 years at McKinley Capital Management / Denali Advisors. 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 uses an active, research-driven approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Michael Sarazen is a financial advisor at William Blair with a Series 66 designation and four years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley. 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 active, research-driven strategies across various asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Matthew Mccormick is a financial advisor with Equity Services, Inc., holding a Series 66 designation and 10 years of industry experience. His prior work includes six years at Edward Jones and four years at National Life Group. He is also president of an S corporation affiliated with Lakeshore Financial Group. Equity Services, Inc. (dba 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 using third-party managers and combines long-term strategies with options for shorter-term trading and specialized instruments.

Ethan Louis is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and two years of industry experience. His prior work includes roles at Buckingham Strategic Partners, Saint Louis University, and VIP Valet. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Julia Cooke is a financial advisor at William Blair based in Chicago, IL, holding Series 65 and Series 66 licenses with five years of industry experience. She has worked at William Blair since 2022 and previously held roles at Brown Brothers Harriman and Sei Investments. 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 access to proprietary models, third-party sub-managers, and private investment opportunities.

David Satin is a financial advisor at Hightower Advisors with 10 years of industry experience. He holds a Series 66 designation and previously worked at UBS and JPMorgan Securities LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers access to various portfolio management strategies including alternative investments and custom indexing.