Conor Eagan is a CFP® with four years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC in Chicago, IL. He has been with Moneta Group since 2015. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm operates with Partner-led Teams supported by centralized research and investment guidance, emphasizing diversified, multi-asset allocations and ongoing monitoring.

Mark Frommer is a financial advisor at Oppenheimer with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2019. His prior experience includes roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association from 2010 to 2019. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services with an emphasis on strategic asset allocation, manager selection, and a mix of discretionary and non-discretionary investment management programs.

Ruben Zapata Jr. is a financial advisor with Fifth Third Securities, Inc. in Melrose Park, IL, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2009. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, offering multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.

Kimberly Dubord is a financial advisor at Cresset Asset Management, LLC in Chicago, IL, with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Cresset since 2017, following four years at J.P. Morgan Securities. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm uses a diversified, asset-allocation-driven approach combining active and passive strategies and employs a structured due-diligence program for manager selection and monitoring.

Mary Goesel is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. in Chicago, IL. Her prior work includes roles at Charles Schwab, Facet Wealth, TIAA-CREF, Bank of America, and Merrill. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, focusing on client-directed investment decisions without exercising discretionary trading authority.

Brandon Hoeft is a financial advisor at Hightower Advisors with one year of industry experience. He holds a Series 65 designation and serves on the advisory board for the School of Business & Entrepreneurship at North Central College, advising on curriculum and industry connections. Before joining Hightower Advisors, he was affiliated with Lewis University and North Central College. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, with specific capabilities in managing cross-border exposures and institutional mandates.

Mary Ubik is a financial advisor at William Blair with 31 years of industry experience. She has been with William Blair & Company, L.L.C. since 2000. Mary holds Series 63 and Series 65 licenses. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension funds, 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.

Jeffrey Condren is a financial advisor at Mesirow Financial Investment Management, Inc. with 16 years of industry experience. He holds the Series 66 designation and has been with Mesirow Financial since 2015. Outside of his advisory work, he serves as a board member for the Ravinia Music Festival and as secretary for the Phi Kappa Psi Chicagoland Alumni Association, contributing to both organizations through meeting participation and volunteer efforts. Mesirow Financial Investment Management’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to private individuals, institutional clients, and government entities. The firm employs both proprietary and third-party investment strategies, focusing on diversified portfolios that include mutual funds, equities, fixed income, ETFs, and alternative investments.

Isabella Klinowski is a Series 66-licensed financial advisor at Creative Planning with two years of industry experience. She previously worked at J.P. Morgan Securities and JPMorgan Chase Bank in various roles. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by private market investments and tax-efficient management.

Roger Suchy is a financial advisor with Fifth Third Securities, Inc. in Rosemont, IL, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. His prior roles include positions at Associated Investment Services, Inc. and Investment Professionals, Inc. before joining Fifth Third Securities and Fifth Third Bank in 2020. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options, including advisor-directed models and separately managed accounts, and is notable for its municipal-advisor registration alongside its affiliation with Fifth Third Bank.

Peter Crowell is a CFP® professional with five years of industry experience. He is currently with Focus Partners Wealth, LLC and has prior experience at Kovitz Investment Group Partners, Kovitz Securities, and Northern Trust. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies across various investment vehicles.

Stephanie Jamison is a financial advisor at Valic Financial Advisors with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Valic Financial Advisors since 2014. She also serves as an agent for non-securities insurance products through Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, offering discretionary managed-account programs, financial planning, and brokerage services.

Elissa Berger is a financial advisor at Cerity Partners LLC with a Series 65 designation and one year of industry experience. Prior to joining Cerity Partners, she spent ten years in full-time education. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm builds client programs through tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Edward Chandler is a financial advisor at William Blair with 25 years of industry experience. He has been with William Blair & Company, L.L.C. since 2000. Chandler holds Series 63 and Series 65 designations. Outside of his advisory role, he is a partial owner of a real estate business. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, and institutional clients. The firm employs an active, research-driven management approach across multiple asset classes and offers proprietary models and access to private funds through its various programs.

Michelle Pecyna is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. She holds the CFP® designation and the Series 65 license. Prior to joining Rockefeller Financial in 2021, she worked at Associated Trust Company and Whitnell & Co. She has been involved with Midtown Athletic Club since 2002. 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 a range of portfolio management and financial planning services through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary strategies across multiple asset classes.

David Work is a financial advisor with Hightower Advisors in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Merrill from 1998 to 2021 before joining HighTower Securities LLC and HighTower Advisors LLC in 2021. In addition to his advisory role, he serves as an adjunct faculty member at Texas Christian University, teaching a course on personal finance. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, with a focus on manager selection, proprietary research, and diverse investment vehicles.

Daniel Parisi II is a financial advisor at Valic Financial Advisors with one year of industry experience. He holds a Series 66 designation and has worked with firms including Four Star Wealth Advisors and Valic Financial Advisors. Outside of his advisory role, he is also appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors serves individual investors, including 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 for portfolio construction.

Theresa Kwiecinski is a financial advisor at William Blair with 28 years of industry experience. She holds Series 63 and Series 65 designations and has been with William Blair & Company L.L.C. since 1997. 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 management across multiple asset classes and provides proprietary models, third-party sub-advisers, and access to private funds through its MB Investments Program.

Rosemary Claudio is a financial advisor at Bankers Life Advisory Services, Inc. with five years of industry experience and a Series 65 credential. She has been with Bankers Life Advisory Services since 2020 and has held related roles at Bankers Life Securities, Inc. and Bankers Life and Casualty Company since 2011. In addition to her advisory work, she is an insurance agent at Bankers Life and Casualty Company. Bankers Life Advisory Services provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach focuses on customized asset allocation, periodic rebalancing, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide portfolio decisions.

John Mauldin is a financial advisor at Hightower Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Mauldin Economics LLC and CMG Capital Management Group Inc. Outside of advisory roles, he directs ME Research LLC, which publishes various newsletters. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s model emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and a range of investment vehicles.