Mark Slater is a Series 65-licensed advisor with CIBC Private Wealth Advisors, Inc. in Chicago, IL. He has been with CIBC Wood Gundy – CIBC Private Wealth since 1995, accumulating 31 years of industry experience. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers customized portfolio management, financial and estate planning, and access to specialized strategies, supported by a governance structure including an Investment Policy Committee and an Asset Allocation Committee.

Joshua Walshe is a CFA® charterholder with 23 years of experience in the financial industry. He has been with William Blair since 2018 and previously worked at First Command Advisory Services and First Command Financial Planning, Inc. His career also includes a brief period at Huber Financial Advisors, 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, using an active, research-driven approach across multiple asset classes.

Desiree Lukian is a financial advisor at Citigroup Global Markets with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America and Merrill Lynch. Desiree is based in Chicago, IL. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and is notable for its large institutional scale and specialized market roles.

Gregg Winter is a financial advisor at Oppenheimer with 14 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. 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 manager selection and various investment strategies.

Nicholas Bova is a CFP® with 13 years of industry experience, currently advising at &Partners since 2026. Prior to joining &Partners, he spent 13 years with Wells Fargo. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutional clients. The firm offers investment management, financial and tax planning, and consulting services through both discretionary and non-discretionary approaches, utilizing a range of proprietary and third-party strategies.

Michelle Colquhoun is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Stifel for 11 years prior to joining Rockefeller Financial. Colquhoun serves on the advisory board of Invest for Kids, is a parent representative on the Alcott Elementary Local School Council, and is a board member of the Children's Advocacy Centers of Illinois. 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 securities transactions, variable insurance products, and placement and investment banking services.

Geoffrey Brown is a CFP® with eight years of experience in the financial industry. He is currently with Mariner Wealth Advisors and previously worked at Kovitz Securities, Kovitz Investment Group Partners, JMG Financial Group, and Northern Trust Company. Mariner serves a diverse range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal management team and external managers, and provides integrated tax, accounting, and family office services uncommon in large advisory enterprises.

Michael Pezzuto is a CFP® with 17 years of industry experience, currently serving as a financial advisor at William Blair since 2013. He holds Series 63 and Series 65 licenses. 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 multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Dillon Gorham is a financial advisor with Wealthspire Advisors in Chicago, holding Series 65 and Series 63 licenses and four years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Co. He has also worked at Golftini, reflecting involvement outside the financial industry. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients. The firm provides wealth management, financial planning, and retirement-plan consulting to individuals, corporate plans, and nonprofits, using an institutional-style asset allocation framework.

Ryan Harrison is a financial advisor with NewEdge Advisors, holding a Series 66 credential and one year of industry experience. His prior work includes roles with the Chicago Bears and International Sports Management, among others. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management, financial planning, and retirement consulting services, utilizing technology and a combination of in-house and third-party investment strategies.

Daniel Schreiner is a financial advisor at Oppenheimer with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2019, following four years at Ameriprise Financial Services. Based in Chicago, IL, Schreiner provides advisory services within a large enterprise firm. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of advisory and brokerage services, employing strategic and tactical asset allocation alongside manager selection and multiple investment strategies tailored to client objectives.

Alexander Brown is a financial advisor at Corient in Chicago, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Deloitte LLP and two years as a self-employed professional. 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 and alternative investments where appropriate.

Vivian Villers is a CFP® with 41 years of industry experience, currently serving at SPC since 1998. She also has a long tenure with Sigma Financial Corporation dating back to 1991. Outside of her advisory work, Villers is a paid public speaker on special needs planning for families and is involved with SAGE Planning, which offers various insurance products. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers and approximately $5.66 billion in assets under management. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies based on client suitability with options for discretionary and nondiscretionary management.

Alexander Scull is a financial advisor at William Blair with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with William Blair since 2017. In addition to his advisory role, he has been affiliated with Duke University since 2015. 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.

Daniel Grant is a financial advisor with William Blair, holding Series 63 and Series 65 designations and 39 years of industry experience. He has been with William Blair & Company L.L.C. since 1995. 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 multiple asset classes and provides access to proprietary models, third-party sub-managers, and private fund investment opportunities.

Bruce Klein is a CFA® charterholder with 38 years of industry experience. He is currently with CIBC Private Wealth Advisors, Inc., where he has worked since 2017. His prior experience includes roles at Atlantic Trust Investment Advisors Inc, Gnv Advisors, LLC, and Geneva Investment Management of Chicago, LLC. CIBC Private Wealth Advisors delivers investment advisory and wealth management services to a diverse client base, including individuals, families, trusts, corporations, and investment companies. The firm employs a comprehensive investment process that integrates internal teams and external managers to offer customized portfolios, including options strategies and coordinated Family Office services for complex needs.

James Argentine is a CFP® professional with 17 years of industry experience, currently serving as an advisor at SPC since 2014. He also operates as an independent insurance agent specializing in life, accident, and health insurance, and runs a sole proprietorship under the name Prospective Financial. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans, offering portfolio management, financial planning, and ERISA-related retirement services through a network of over 460 advisers managing approximately $5.66 billion in assets.

Steven Coleman is a financial advisor at Rockefeller Financial LLC with 25 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America N.A. and Merrill for 11 years. Outside of his advisory role, he serves as a board member for a homeowners association and manages a family LLC focused on estate planning investments. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and utilizes a consolidated investment platform to deliver a range of discretionary and non-discretionary investment solutions.

Brian Glynn is a Series 66 credentialed advisor at William Blair in Chicago, IL, with 12 years of industry experience. He has been with William Blair & Company since 2017 and previously worked at Foreside Fund Services, LLC and Cedar Capital, LLC. 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 equities, fixed income, and alternative strategies and offers proprietary models and access to private funds and co-investment opportunities.

Robert Cullen is a CFP® professional with 19 years of experience in the financial services industry. He is currently with PNC Wealth Management and has previously worked at Ameriprise, Edward Jones, Citibank, BMO Wealth Management, and Fifth Third Bank. Outside of his advisory role, he is a co-owner of The Bet Exchange LLC, a software development company holding two patents. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that utilizes algorithmically selected risk profiles and invests in mutual funds and ETFs with annual rebalancing.