Jeffrey Urban is a financial advisor at William Blair with two years of industry experience. He holds a Series 66 designation and has worked at William Blair since 2023, with prior roles at Advisory Research, Vector Marketing Corporation, and ShoreAcres. 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 model portfolios and access to private funds through its MB Investments Program.

Hoi Ying Yau is a financial advisor with Transamerica Financial Advisors in Chicago, IL, holding Series 63 and Series 65 licenses and nine years of industry experience. She has worked at Transamerica Financial Advisors since 2016 and has been affiliated with World Financial Group since 2015. Her other business activities include the sale of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm uses a model portfolio and third-party manager approach, supported by multiple program platforms such as Transamerica ONE and the TFA365 Advisory Program.

Ted Breiter is a CFP® with 16 years of industry experience, currently serving as an advisor at Corient since 2026. Prior to joining Corient, he worked for 11 years at Vivaldi Capital Management. He holds Series 63 and Series 65 licenses and is based in Chicago, IL. 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 corporations. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers, employing risk management tools and alternative investment options as appropriate.

Steven Egan is a financial advisor with Oppenheimer in Chicago, IL, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. His prior work includes five years at CIBC World Markets Corp. and over two decades with Fahnestock & Co. Inc. before its integration with Oppenheimer. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a wide range of programs including asset management, consulting, and retirement services with a focus on both discretionary and non-discretionary engagements.

Kristina Rediehs is a financial advisor at William Blair with one year of industry experience. She holds the Series 66 designation and has been with William Blair since 2011. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients. The firm emphasizes active, research-driven management across multiple asset classes and provides proprietary models and access to private funds through its MB Investments Program.

John Fisher is a CFA® charterholder with 23 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2015. He is based in Chicago, IL, and holds the Series 63 designation. Outside of his advisory role, he is a managing member of 5 Fish Operating Partners, LLC, a food trailer leasing business. 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 offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration.

Jill Ward is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Hightower Advisors since 2021. Her prior experience includes five years at TC Wealth Partners and 17 years at Trust Company of Illinois. She is based in Chicago, IL. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary management, financial planning, and retirement consulting. The firm emphasizes multi-manager solutions and proprietary research, serving clients through a network of Advisor Practices with access to various investment vehicles and strategies.

Rachel Markle is a financial advisor at Mesirow Financial Investment Management, Inc. in Chicago, IL, holding a Series 66 designation with seven years of industry experience. Her prior roles include positions at Raymond James & Associates, Inc., William Blair & Company, Vector Trading LLC, and BMO Global Asset Management. Mesirow Financial Investment Management’s Wealth Management division offers discretionary and non-discretionary investment management and financial planning services to a range of clients, including individuals, pension plans, government entities, and charitable organizations. The firm uses a combination of proprietary and third-party strategies, including private investment products, to construct portfolios with established investment policy statements and asset allocation targets.

Jonathan Cook Sr. is a financial advisor at William Blair with 40 years of industry experience. He has been with William Blair & Company L.L.C. since 1995. He holds Series 63 and Series 65 designations. 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 multiple asset classes and offers proprietary investment models and access to private funds and co-investment opportunities.

Tyler Bartley is a financial advisor at Focus Partners Wealth, LLC in Chicago, IL, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, LaSalle St. Securities, Nordstrom, E*Trade Securities, and Guaranteed Rate. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies alongside third-party managers and private funds.

Rebecca Deaton is a CFP® and Series 65-licensed advisor with 27 years of industry experience. She is currently with Focus Partners Wealth, LLC, where she has worked since 2026. Her prior experience includes roles at Kovitz Investment Group Partners, Relative Value Partners, and Brownson, Rehmus & Foxworth, Inc. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, third-party managers, and private funds.

Kathryn Kennedy is a CFP® with 26 years of experience in the financial industry. She has been with Cerity Partners LLC since 2014. Outside of her advisory role, she serves as a trustee for the estate of E. Jane Williams and is a director at the Chicago Foundation for Women. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on diversified asset allocation and access to alternative and private-market investments.

Matthew Leuer is a financial advisor at William Blair with a Series 66 designation and two years of industry experience. Prior to joining William Blair, he worked at Hudl and held positions at the University of Nebraska-Lincoln and Marmion Academy. 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 active, research-driven management across multiple asset classes and offers proprietary models and access to private funds and co-investment opportunities.

David Kuzia is a financial advisor at William Blair with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including OppenheimerFunds Distributor, Inc., Advisors Asset Management, Inc., Raymond James & Associates, and Carillon Tower Advisers, Inc. 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 models and access to private funds through its MB Investments Program.

Mark Sudderberg is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and possessing 42 years of industry experience. He previously worked at First Heartland Capital, Inc. for 21 years and at Clear Perspective Advisors for four years. Based in Chicago, IL, Sudderberg has a long tenure in financial advisory roles. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual investors, institutional clients, and various organizational entities. The firm utilizes a multi-manager approach, combining affiliated and third-party managers, and offers services ranging from portfolio management to retirement plan consulting.

Francis Murphy III is a Series 66-licensed financial advisor with Hightower Advisors in Chicago, Illinois. He has 19 years of industry experience and has been with Hightower Advisors since 2010. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and financial institutions. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Laura Macias is a financial advisor at William Blair with 19 years of industry experience. She holds a Series 66 designation and has been with William Blair & Company since 2006. Based in Chicago, IL, she is part of a team of 322 advisors at the firm. 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 active, research-driven management across equities, fixed income, and alternative strategies, offering proprietary models and access to private funds and co-investment opportunities.

Aaron Royce is a financial advisor at FIFTH THIRD SECURITIES, Inc. with two years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior work includes roles at Fifth Third Bank, Equitable Advisors, AXA Advisors LLC, and Compass Group USA. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account Program and utilizes third-party portfolio managers, providing clients access to various investment strategies and risk-profile-based program selection.

Michael Flynn is a financial advisor with Citigroup Global Markets who holds Series 63, 65, and 66 licenses and has 29 years of industry experience. His prior roles include positions at Fifth Third Securities and Allstate Life Insurance Company. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies and a broad set of advisory and execution services with institutional scale and diverse market roles.

Chad Starkovich is a Series 65-licensed financial advisor with CIBC Private Wealth Advisors, Inc., based in Chicago, IL. He has 18 years of industry experience, including prior roles at Geneva Advisors and CIBC Private Advisers, Inc. Outside of his advisory work, he serves as a soccer referee for the Tri Cities Soccer Association. CIBC Private Wealth Advisors provides investment advisory and wealth management services to a diverse client base, including individuals, families, trusts, and investment companies. The firm combines internal investment teams with external managers and offers customized portfolio management, financial planning, and coordinated Family Office services.