Louise Lane is a financial advisor at William Blair with Series 63 and Series 65 credentials and 54 years of industry experience. She has been with William Blair & Company L.L.C. since 1984. 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 model portfolios and access to private funds through its MB Investments Program.

Patrick Tobin is a CFP® with 17 years of industry experience, currently practicing at Cerity Partners LLC since 2020. Prior to Cerity, he held roles at Nicholas Company, Inc., Quasar Distributors LLC, IMST Distributors LLC, and Silver Pepper LLC. Cerity Partners offers customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, estates, business entities, and institutional investors. The firm utilizes tailored asset allocation, manager selection, and proprietary quantitative screens to construct client portfolios, and provides additional services such as retirement plan consulting, tax planning, and access to alternative and private-market investments.

John Connor is a financial advisor at Valic Financial Advisors in Chicago, IL, with 15 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Agia and Fifth Third, among others. Outside of his advisory work, he is involved with non-securities insurance products through an agent position at Agia. Valic Financial Advisors primarily serves U.S. 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, and brokerage services, utilizing Envestnet-developed UMA models and operating at a large scale with over 1,200 advisors.

Isabel Chudzik is a financial advisor with Cresset Asset Management, LLC in Chicago, IL. She holds a Series 66 designation and has 13 years of industry experience. Prior to joining Cresset Asset Management in 2020, she worked at PagnatoKarp Partners, LLC from 2016 to 2020. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and both active and passive strategies across multiple asset classes.

Jeffrey Brown is a CFA® charterholder with 11 years of industry experience. He is currently an advisor at Hightower Advisors in Chicago, IL, having previously worked at Invesco Capital Markets, Inc. and Invesco Distributors, Inc. from 2014 to 2020. Hightower Advisors provides investment advisory and planning services to a diverse client base including individual and institutional investors such as pension plans, charitable organizations, corporations, and insurance companies. The firm’s approach emphasizes manager selection and multi-manager solutions, offering both affiliated and third-party managers along with a variety of investment vehicles and portfolio management features.

Michael Wapner is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and eight years of industry experience. He has worked at Kestra Advisory and Kestra Investment Services since 2017 and previously was with Utopia Green Consulting from 2011 to 2017. Outside of his advisory role, he serves as a member of the Board of Trustees and Board Secretary for Park Ridge Friends of the Parks. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse client base including institutional and individual investors. The firm offers services ranging from fiduciary consulting and plan design to advisor-managed accounts and acts as an ERISA fiduciary where applicable.

Michael Wik is a CFA® credentialed financial advisor with Corient, based in Chicago, IL, and has three years of industry experience. He has previously worked at Matrix Capital Advisors, LLC for over two decades and holds a director and financial consultant role at Town Square Hospice, where he advises on financial statement review and financial reporting. 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 customized asset allocation, and offers specialized services through affiliated entities.

Jaimee Farrington is a financial advisor with Hightower Advisors in Chicago, holding a Series 66 designation and 22 years of industry experience. She has previously worked at Morgan Stanley Smith Barney LLC for five years before joining Hightower Advisors in 2020. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes both affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, supported by proprietary research and operational resources.

Steven Putzel is a financial advisor at Focus Partners Wealth, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities Inc. for 14 years and Kovitz Investment Group Partners, LLC for four years. Focus Partners Wealth 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 combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Zackary Meuser is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Corient in Chicago, IL. Prior to joining Corient, he worked at Vivaldi Capital Management LP and Mesirow Financial, Inc., each for five years. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house securities strategies with third-party managers and customized asset allocation, supported by continuous portfolio monitoring and risk management tools.

Victoria Shadaia is a financial advisor at Beacon Pointe Advisors, LLC with the ChFC® designation and Series 63 license. She has two years of industry experience, including prior roles at Midwest Financial Advisors Group and Michigan State University. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individual and institutional investors such as charitable organizations, corporations, and retirement plans. The firm employs a manager-driven investment approach using proprietary due diligence, asset-allocation modeling, and third-party platforms to implement client strategies.

Cecilia Brunetti is a financial advisor at William Blair with 25 years of industry experience. She has been with William Blair & Company since 2006. Outside of her advisory role, she serves as a training facilitator for Bonfire Women Inc., a women’s leadership training program. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, and pension and corporate clients, employing an active, research-driven approach across multiple asset classes.

Patrick Phillipp is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Stifel for nine years and The Federal Savings Bank for two years before joining Rockefeller Financial. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer that offers a range of securities and investment banking services.

Raymond Kelly Jr. is a financial advisor with Bankers Life Advisory Services, Inc. based in Chicago, IL, holding a Series 66 designation and 24 years of industry experience. He has worked with Bankers Life and related entities since 2018 and previously with Allianz Life Financial Services LLC and Allianz Life of North America. Outside of his advisory role, he is involved in freelance digital marketing of health and fitness products, a hobby project he manages with his children. 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 consulting. The firm combines fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management according to clients’ goals, risk tolerances, and time horizons.

Adam Kinsinger is a CFP®-certified financial advisor with two years of industry experience, currently with Focus Partners Wealth, LLC in Chicago. He previously worked at ShankerValleau Wealth Advisors, Inc. and DVI. Outside of advising, he assists with tax preparation at ShankerValleau Accountants, Inc., an accounting firm. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds.

Christopher Stickrod is a financial advisor at TIAA-CREF with 21 years of industry experience and holds a Series 65 designation. He previously worked at Nuveen Asset Management, LLC and Nuveen Securities, LLC for over a decade before joining TIAA-CREF in 2023. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often those connected to TIAA-administered employer retirement plans. The firm offers discretionary management through model and customized portfolios and also serves as adviser to the TIAA Donor Advised Fund.

Lauren Greenebaum is a financial advisor at Mesirow Financial Investment Management, Inc. with 10 years of industry experience. She holds a Series 66 designation and has been with Mesirow Financial since 2016. Mesirow Financial Investment Management, Inc.’s Wealth Management division offers discretionary and non-discretionary investment management and financial planning to private individuals, pension and profit-sharing plans, government entities, charitable organizations, and institutional clients. The firm uses both third-party managers and proprietary private investment products, employing a process that includes preparing Investment Policy Statements, asset allocation, and due diligence across various asset classes.

Nicholas Eppler is a CFP® professional at Schwab Wealth Advisory with three years of industry experience. He has held roles at several firms, including Charles Schwab & Co., Sonar Wealth, Edward Jones, and Fidelity Investments. Prior to his financial services career, he worked at Keyence Corporation of America for six years. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, with clients making final trading decisions and discretionary management handled by affiliated or third-party managers.

Cassidy Ammons is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) based in Chicago, IL. She holds a Series 65 designation and has five years of industry experience. Prior to joining Equity Services, she worked with National Life Group and TriFound Advisory LLC. Outside of her advisory role, she is involved in insurance agency activities and media workshops through her association with Chicago Wealth. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines multiple advisory platforms and third-party asset managers, offering a range of investment strategies that include both long-term and shorter-term options.

Joseph Simoncelli is a financial advisor with TIAA-CREF, holding a Series 66 designation and two years of industry experience. He has worked at TIAA, Nuveen Asset Management, and Nuveen Securities since 2022. Outside of his advisory role, Simoncelli serves as an assistant coach for the Renegades High School hockey club. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing portfolio management through various managed account options.