Daniel Iannessa is a financial advisor at William Blair in Chicago, IL, holding Series 63 and Series 66 registrations with 21 years of industry experience. He has been with William Blair & Company since 2005. 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 employs an active, research-driven investment approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private fund opportunities.

Rawan Elshair is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She has been with Citigroup since 2012 and holds Series 63 and Series 66 designations. Outside of her advisory work, she is involved as an owner and manager of eLZee LLC, a real estate and retail sales business in coordination with her family, and is a member of ZHKICKS LLC, an e-commerce retail company. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional roles including in-house research and futures commission merchant activities.

Lauren Kurz is a CFA® charterholder based in Chicago, IL, with four years of industry experience. She has been with William Blair since 2021 and previously worked at HomeMaking and William Harris Investors, Inc. 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 pursues active, research-driven management across multiple asset classes and offers proprietary models and access to private funds through its MB Investments Program.

Daniel Levin is a financial advisor at Hightower Advisors with four years of industry experience. He holds a Series 66 designation and has previously worked at William Blair, Elm Street Technology, and Charles Schwab. Levin is based in Chicago, IL. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering solutions that include discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager strategies, utilizing both affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

Roger Lofquist III is a financial advisor at Oppenheimer with one year of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial and Specialty Underwriters LLC. His background also includes roles outside finance, such as at Ascott Pools, Inc. and The Prairie School. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Hector Anaya is a financial advisor with Valic Financial Advisors in Chicago, IL, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at Valic Financial Advisors since 2015 and has held an agent position at Agia since 2022, focusing on non-securities insurance products. 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Jordan Scher is an investment advisor at Mesirow Financial Investment Management, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has worked at Mesirow Financial, Inc. since 1997. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to private individuals, pension and profit-sharing plans, government entities, charitable organizations, and institutional clients. The firm utilizes both third-party managers and proprietary private investment products, applying quantitative and qualitative due diligence across a range of asset classes and offering access to specialized strategies and private investment funds.

John Talanges is a Series 65-licensed financial advisor at Corient in Chicago, IL, with experience at UBS and Corient spanning from 2024 to the present. Prior to his advisory roles, he spent four years at Fordham University and has additional experience at Loyola Academy and St. Mary’s Grade School. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and incorporates risk management tools and alternatives to align portfolios with client objectives.

Gloria Russell is a financial advisor at Transamerica Retirement Advisors, LLC in Chicago, IL, holding Series 66 and Series 63 licenses with 29 years of industry experience. Her prior work includes roles at JP Morgan Securities, London Realty, and Nationwide Investment Advisors. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering advice programs that emphasize asset allocation, contribution rates, and retirement age guidance. The firm’s investment approach incorporates proprietary model portfolios and ongoing oversight through Morningstar Investment Management and delivers services primarily on a non-discretionary basis.

Lorraine Hutchinson is a CFP®-certified financial advisor with 29 years of industry experience. She has worked at Hightower Advisors since 2022 and previously spent 27 years with Wayne Hummer Investments L.L.C. in Chicago, IL. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes multi-manager portfolio solutions and proprietary research, serving clients such as pension plans, charitable organizations, and private pooled investment vehicles.

Bryanna Unzueta is a financial advisor at William Blair with a Series 66 credential and two years of industry experience. Her prior work includes roles at DePaul University, Propharma Group, and Rush University Medical Center. 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, utilizing active, research-driven strategies across various asset classes.

Veronica Giess is a financial advisor with Hightower Advisors in Chicago, holding a Series 66 credential and four years of industry experience. Prior to joining Hightower, she worked at Charles Schwab and Charles Schwab Bank. Outside of her advisory role, she works seasonally serving beverages at a tent during the Lollapalooza music festival. Hightower Advisors provides investment advisory and planning services to a range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing proprietary research and a variety of investment vehicles to support discretionary and non-discretionary portfolio management.

Kevin Babb is a financial advisor at Creative Planning with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Mesirow Financial, LPL Financial, and CIBC Private Wealth Management. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and retirement plan services, supported by a broad advisory team and integrated investment infrastructure.

Brett Greenspan is a CFP® and CFA® charterholder with 13 years of industry experience. He currently works at Cresset Asset Management, LLC, where he has held multiple roles since 2022. His prior experience includes positions at Morningstar Investment Services LLC, Fidelity Brokerage Services, and Morgan Stanley. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and both active and passive strategies across a broad range of asset classes.

John Roethle is a financial advisor at VALIC Financial Advisors with 39 years of industry experience. He holds a Series 63 designation and has been with VALIC Financial Advisors since 2015. Outside of his advisory role, he is also an agent with Agia, involved in non-securities insurance products. 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 for portfolio construction.

Angel Montano is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2006 and has held roles at Chase Investment Services Corp., Banc One Securities Corporation, and Strong Capital Management Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset-allocation models and research tools to tailor recommendations based on clients’ goals and risk tolerance.

Christopher Kurimay is a financial advisor at Citigroup Global Markets with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at U.S. Bancorp Investments and U.S. Bank. He is based in Chicago, IL. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains institutional-scale operations including in-house research, derivatives services, and bespoke solutions for large client relationships.

Jack Ablin is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Cresset Asset Management, LLC in Chicago, IL. He has been with Cresset since 2018 and previously worked at BMO Harris Bank for 17 years. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets, serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach that combines strategic asset allocation, manager selection, and both active and passive implementation across public equities, fixed income, and various alternatives, including private equity and digital assets.

Asha Goldstein is a CFP® professional based in Chicago, IL, with 19 years of industry experience. She currently works at Corient, joining the firm in 2026 after eight years at Vivaldi Capital Management, LLC, and seven years at Cedar Hill Associates LLC. 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 that combines proprietary strategies with third-party managers and employs risk management tools and alternative investment options where appropriate.

Lawrence Brottman is a financial advisor at Focus Partners Wealth, LLC with 22 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at The Colony Group, LLC, Connectus Wealth, and Mid-Continent Capital. Focus Partners serves individuals, high-net-worth families, family offices, corporate, 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 under an enhanced open architecture framework that integrates active and passive strategies, third-party managers, and private funds.