Daniel Kempf is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Goldman Sachs & Co. LLC since 2019. Prior to his current role, he was employed at Oracle Corp and has served in academic roles at Indiana University. Kempf serves on the Board of Directors of the Boy Scouts of America Northeast Illinois Council and mentors MBA students at Indiana University. Goldman Sachs Wealth Services advises a diverse client base, including individuals, executives, plan sponsors, and institutions, providing financial planning and portfolio management alongside specialized offerings such as Private Family Office services and Alternative Investments. The firm integrates proprietary research, strategic allocation models, and a broad range of affiliated capabilities to tailor its services to client objectives.

Derek Slater is a financial advisor at Equity Services, Inc. with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with MML Investors Services LLC and MassMutual Life Insurance Co. In addition to his advisory role, he is also active as an insurance agent with National Life Group and Lakeshore Financial Group. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a diverse range of clients including individuals, corporations, and charitable organizations. The firm offers multiple advisory platforms utilizing third-party asset managers and combines long-term investment strategies with options for shorter-term trading.

Timothy Lense is a financial advisor with Valic Financial Advisors in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Valic Financial Advisors since 2001 and also works with Agia since 2022. Outside of his advisory role, he is the owner of Sandbar Marina on Lake Marie and serves as treasurer for Sandbar Bar and Grille. 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-developed UMA models and operating with a substantial client base supported by over 1,200 advisors.

Melissa Mendoza is a financial advisor at William Blair with 15 years of industry experience. She has been with William Blair & Co LLC since 2010 and holds a Series 66 designation. 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, and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Christopher Lewis is a CFA® charterholder with 10 years of industry experience. He is currently with CIBC Private Wealth Advisors, Inc. and previously worked at Geneva Advisors, LLC for 12 years. 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 employs a comprehensive investment process involving proprietary and external strategies, discretionary and non-discretionary portfolio management, and specialized services such as Family Office support for complex needs.

Christopher Snyder is a Series 66-licensed financial advisor with six years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at LPL Financial, William Cartwright II, Michael McNally, Ronald Barton, and Waddell & Reed Inc. Snyder also provides fixed insurance services through the Wealth Enhancement Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting with an investment approach that combines strategic asset allocation, passive and active management, and integration of third-party models and sub-advisors.

Michael Leist is a financial advisor with CIBC Private Wealth Advisors, Inc. in Chicago, IL. He holds a Series 66 designation and has 14 years of industry experience. His career includes roles at Geneva Advisors, LLC and Atlantic Trust Investment Advisors prior to joining CIBC in 2017. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a structured investment process that integrates internal teams and external managers to offer customized portfolio management, financial planning, and coordinated Family Office services.

Paul Kubasiak is a financial advisor at TIAA-CREF with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Northern Trust Bank, Sheridan Road Advisors, Independent Financial Partners, and LPL Financial. Kubasiak is based in Chicago, IL. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, and it also acts as adviser to a donor-advised fund sponsored by Charityvest.

Sean Ullrich is a financial advisor at Hightower Advisors with seven years of industry experience and holds a Series 66 designation. Prior to joining Hightower in 2023, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He is also involved with Impact Mental Performance and 314 Training Academy. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers discretionary and non-discretionary portfolio management along with financial planning and retirement consulting services.

John O’Toole is a financial advisor with William Blair, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has worked at William Blair and Company L.L.C. for over 27 years, with a brief gap between 2022 and 2026. 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 strategies across equities, fixed income, and alternatives, and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Blake Johnson is a CFP® and holds a Series 65 license with seven years of industry experience. He is currently affiliated with Cerity Partners LLC, where he has worked since 2019. His prior experience includes roles at HPM Partners LLC and Advanced Mechanical Services. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs a tailored asset-allocation process utilizing proprietary quantitative screens alongside third-party managers and individual securities, and it offers access to alternative and private-market investments.

Thomas Mc Grath is a CFA® charterholder with eight years of industry experience. He is currently with Corient and has previously worked at Foreside Financial Group, Segall Bryant and Hamill, and MSCI. Mc Grath holds a Series 63 license and is based in Chicago, IL. Corient provides investment advisory and financial planning services to a diverse range of clients, including individuals, high-net-worth clients, 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 manager solutions and applies risk management tools to align portfolios with client objectives.

Thomas Mckeown is a CFP® and CFA® with 10 years of industry experience. He has worked at Cresset Asset Management, LLC since 2021 and previously spent six years at Fidelity Investments. Based in Chicago, IL, he holds the Series 63 and Series 66 licenses. Cresset Asset Management, LLC is an SEC-registered adviser managing approximately $71.9 billion in client assets across a diverse range of clients. The firm employs a diversified, asset-allocation-driven approach that combines active and passive strategies, supported by a structured due-diligence program and private fund management.

William Ryan is a financial advisor at William Blair with 31 years of industry experience. He has held positions at William Blair since 2018 and previously worked at J.P. Morgan Securities Inc. for 17 years. Ryan serves as a director of PACTT, a nonprofit organization focused on helping children and adults with autism. 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 emphasizes active, research-driven management across multiple asset classes and provides proprietary investment models, access to private funds, and co-investment opportunities.

Ralph Segall is a financial advisor at William Blair with 31 years of industry experience. He holds the CIC, Series 65, and Series 63 credentials. Prior to joining William Blair, Segall worked at Segall Bryant & Hamill for over three decades and had roles at Corient and Corient Services LLC. 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 and access to private funds and co-investment opportunities.

Kieran Casey is a financial advisor with Principal Financial Services based in Chicago, IL. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. Prior to his current role at Principal Securities and Principal Life Insurance Co., he worked at Fidelity Brokerage Services LLC. Casey also serves as a bank/trust officer at Principal Bank and Principal Trust Co., supporting retirement plan account relationships across multiple business lines. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager solutions with discretionary investment implementation.

John Cultra is a financial advisor at William Blair with one year of industry experience. He holds a Series 66 designation and previously worked at EPIC Systems and Jaco Management, Inc. Outside of finance, he has been involved with the La Grange Country Club for several years. William Blair’s Private Wealth Management division provides 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 and offers proprietary models and access to private funds through its MB Investments Program.

Joseph Hoffman is a CFA® charterholder with 28 years of industry experience. He has worked at Mesirow Financial Investment Management, Inc. since 2017 and previously spent 20 years with Russell Investment Group. Hoffman serves as an at-large trustee on the board of the Seattle City Employees' Retirement System. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides investment management and financial planning services to private individuals, pension and profit-sharing plans, government entities, and institutional clients. The firm employs both proprietary and third-party investment strategies across multiple asset classes and manages affiliated private investment funds.

Benjamin Mc Fadden is a financial advisor at William Blair with six years of industry experience. He holds Series 66 and Series 63 licenses and has worked at William Blair since 2019. His prior roles include positions at Cowen and Company, Water Walker Investments, and multiple engagements with Johns Hopkins 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 equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Eric Otto is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 24 years of industry experience. He has worked at Commonwealth since 2006 and is also affiliated with Triad Financial Group, LLC since 2024. Outside of his advisory work, he serves on the executive committee of the South Bay Beach Club in the Cayman Islands. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including wealth management, retirement plan consulting, and access to third-party asset managers, while offering advisors discretion in portfolio construction and a variety of program structures.