Ivory Stewart is a financial advisor with Valic Financial Advisors in Chicago, IL, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining Valic Financial Advisors, Ivory worked at Agia, Pruco Securities, LLC, The Prudential Insurance Company of America, and Axa Advisors, LLC. Outside of advising, Ivory is a co-owner of Greystone Reserves LLC, a real estate development venture. 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, and brokerage services, utilizing Envestnet UMA models to construct client portfolios.

Gwendolyn Hueneman is a financial advisor with Oppenheimer in Chicago, holding a Series 66 designation and bringing 22 years of industry experience. She has been with Oppenheimer since 2010. Oppenheimer serves a diverse client base including individuals, corporations, pooled vehicles, and retirement plans, offering advisory programs such as portfolio management, consulting, and financial planning. The firm employs a range of investment approaches across equity, balanced, and fixed income strategies, managing approximately $36.7 billion in assets as of the end of 2025.

Ellis Lora Arceo is a financial advisor with Eagle Strategies (NY Life) based in Chicago, IL. She holds Series 63 and Series 65 licenses and has five years of industry experience. Ellis currently operates under the DBA Darinka Lora-Stepan & Associates Financial and Insurance Solutions, selling New York Life products and services. Her prior work includes roles at Anixter Inc. and Lake Forest College. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate and charitable organizations. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and predominantly managing assets on a non-discretionary basis.

Robert Mandell is a CFP® with 48 years of industry experience, currently affiliated with Oppenheimer. He has worked at Fahnestock & Co. Inc. since 2003 and previously at CIBC World Markets starting in 1979. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a broad range of advisory and brokerage services. The firm employs strategic and tactical asset allocation along with manager selection and various investment strategies, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary management programs.

Brendan Cashman is a financial advisor with Hightower Advisors, holding a Series 66 designation and nine years of industry experience. He has been with HighTower Securities, LLC since 2016 and also operates Cashco, Inc. since 2010. Based in Chicago, IL, his career spans both advisory and entrepreneurial roles. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and diverse investment vehicles.

Loui Marver is a financial advisor at William Blair with Series 63 and Series 65 designations and 52 years of industry experience. He has been with William Blair & Company L.L.C. since 1987. 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 multiple asset classes and provides proprietary models and access to private funds and co-investment opportunities.

Jeff Golden is a financial advisor at William Blair with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at William Blair since 2010. Prior to that, he was employed at Morgan Stanley Smith Barney and Citigroup Global Markets. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across various asset classes and offers proprietary models and access to private funds and co-investment opportunities.

Jackson Wildermuth is a financial advisor at Rockefeller Financial LLC with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Rockefeller Financial in 2024, he worked at Morgan Stanley in 2023. He also has an academic background at the University of Illinois at Urbana-Champaign and Walter Payton College Prep. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing a broad range of investment and placement services.

Darren Walloch is a CFP® professional with 16 years of industry experience. He has worked at Hightower Advisors since 2020 and previously was with Frontier Investment Management Co and ELCA Foundation. 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 approach emphasizes manager selection and multi-manager solutions, offering access to various investment vehicles including mutual funds, ETFs, alternative investments, and custom indexing.

Michael Merdinger is a financial advisor with Hightower Advisors in Chicago, IL, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Hightower Advisors since 2020 and previously worked at Eugene Cohen Insurance and Private Vista, LLC (formerly Financial Strategy Network LLC) since 1999. Outside of his advisory work, he is the founder of the Chicagoland Organization of Marine Families, a nonprofit supporting ecology. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a model focused on manager selection and multi-manager solutions that include affiliated and third-party managers, proprietary research, and diversified portfolio construction.

Paulina Cylwik is a CFP®-certified financial advisor with three years of industry experience, currently with Focus Partners Wealth, LLC. She has prior experience at The Vanguard Group, Inc., Doyenne Wealth Advisors, and various roles in public and community organizations in Illinois. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm offers a wide range of services such as investment management, financial counseling, and fiduciary services, employing a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with access to a broad network of affiliated service companies and product relationships.

Paul Mankarious is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Mariner since 2025. His prior roles include positions at RWA Wealth Partners, McAdam LLC, Global Retirement Partners, and Charles Schwab, among others. He holds Series 65 and Series 63 licenses. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by an Investment Committee and internal portfolio management, with a notable integration of tax and accounting services uncommon for a firm of its scale.

Anthony Goeke is a financial advisor at TIAA-CREF with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at TIAA and TIAA-CREF Individual & Institutional Services since 2018. Prior to this, he held positions at Clover Technologies Group, Chicago History Museum, Arlington Heights Historical Museum, and Stericycle. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes its advisory model by separating one-time planning services from ongoing discretionary management and serves as adviser to a donor-advised fund sponsored by Charityvest.

Charles Bryant is a financial advisor at Corient with 31 years of industry experience. He holds the Series 65 designation and has worked at Segall Bryant & Hamill since 1994. Bryant joined Corient and its related services in 2023. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools to align portfolios with client objectives.

Delaney Langston is a financial advisor at Focus Partners Wealth, LLC in Chicago, IL, holding a Series 65 designation. Langston has been with Focus Partners Wealth since 2026 and previously worked at Northern Trust and Surgical Care Affiliates. Focus Partners Wealth serves a diverse client base that includes individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm offers a range of wealth management services and employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and a variety of investment strategies.

Rachel Clore is a financial advisor at Cresset Asset Management, LLC with a Series 65 designation and experience spanning several roles since 2015, including positions at Wealthspire Advisors LLC, Scott Tucker Solutions, Inc., and multiple law firms. She is based in Chicago, IL. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse range of clients. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, and provides services including portfolio management, wealth management, private fund advisory, and family office services.

Joseph Galvan is a financial advisor with Equity Services, Inc. He holds the Series 66 designation and has one year of industry experience. His prior work includes roles at National Life Group and Summit Xpo. Outside of advising, Galvan serves as treasurer on a condominium association board and volunteers with youth sports camps and nonprofit organizations including Special Olympics of Illinois and Care-Credit Abuse Resistance Education. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms, often using third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading, and manages both discretionary and non-discretionary client programs.

Linda Conti is a financial advisor at Sanctuary Advisors, LLC with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Noyes Advisors LLC and David A. Noyes & Company since 2008. Outside of her advisory role, she is a board member of the Central Indiana Wilderness Club and is owner of Global Integrity Alliance, LLC, which facilitates government subcontracting in disaster relief, cybersecurity, and education services. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports a network of over 400 independent advisers who manage portfolios using various strategies and act as fiduciaries under written advisory agreements.

Kathryn Hackett is a CFP® professional with four years of industry experience, currently with Moneta Group Investment Advisors, LLC in Chicago, IL. She has been with Moneta Group since 2019, and previously worked at The Table Group. Her background also includes teaching at Saint Louis University and Kirkwood High School, as well as operating a small business, Embroider the Occasion. 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 employs a partner-led team approach with centralized investment oversight and utilizes a multi-criteria selection process emphasizing asset allocation and manager due diligence.

Jonathan James is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. His prior roles include positions at Fifth Third Securities, Fifth Third Bank, and Bmo Harris Financial Advisors. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach focuses on customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide portfolio decisions.