Christopher Moreno is a financial advisor with Bankers Life Advisory Services, Inc. He holds the Series 66 designation and has 22 years of industry experience. Moreno previously worked at Next Financial Group, Inc. for 13 years before joining Bankers Life Advisory Services and Bankers Life Securities in 2023. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions.

Dayle Malone is a CFA® charterholder with 13 years of industry experience. He is currently with Hightower Advisors, where he has worked since 2021, following prior roles at Clear Perspective Advisors, LLC and River Street Advisors, LLC. Malone serves as a director of the Dudley D. & Delores R. Malone Family Foundation, a charitable private family foundation based in Illinois. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach centers on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

James Gazis is a CFP® with 19 years of industry experience, currently serving as an advisor at Independent Financial Partners since 2025. Prior to this, he spent 15 years at Balanced Asset Strategies, Ltd and three years at Commonwealth Financial Network. He is the owner of Balanced Asset Strategies, Ltd, an investment-related business focused on wealth management. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving tens of thousands of clients and is notable for its specialized retirement-plan advisory and pension consulting capabilities.

Peter Garzelloni is a CFP® with 19 years of industry experience, currently affiliated with Valic Financial Advisors. His prior roles include positions at Agia, Ameriprise, and MassMutual Life Insurance Company. Outside of his advisory work, he serves as an agent for Agia, focusing on non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, utilizing centralized technology and third-party model managers.

Emilio Rios is a financial advisor with PNC Wealth Management in Chicago, holding Series 63 and Series 66 designations and 13 years of industry experience. His prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, Bank of America, Merrill, Charles Schwab, and Fidelity Brokerage Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model portfolio that uses algorithmic risk assessment and third-party portfolio management, primarily serving clients with online banking credentials through PNC Bank.

Paul Laliberte is a financial advisor at Oppenheimer with 24 years of industry experience. He holds the Series 66 designation and has worked at Oppenheimer since 2023. His prior experience includes roles at B. Riley Wealth Advisors, B. Riley Wealth Management, and Morgan Stanley DW Inc. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, and charitable organizations with a broad range of investment and consulting services delivered on discretionary and non-discretionary bases. The firm offers equity, balanced, and fixed-income portfolios along with retirement planning and operates both advisory and broker-dealer businesses.

Joseph Scanlon is a financial advisor at Mesirow Financial Investment Management, Inc. in Chicago, IL, with 58 years of industry experience. He has held his current role at Mesirow Financial since 1993 and holds Series 63 and Series 65 licenses. Mesirow Financial Investment Management, Inc.’s Wealth Management division offers 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 employs a process that includes preparing Investment Policy Statements, setting asset allocation targets, conducting due diligence across various asset classes, and may use third-party sub-advisors and proprietary private investment products.

Taylor Mc Main is a CFP® professional with 11 years of industry experience, currently associated with Schwab Wealth Advisory, Inc. in Chicago, IL. His prior experience includes roles at Beacon Pointe Advisors and various divisions of Charles Schwab, where he has worked since 2013. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm emphasizes asset allocation and investment selection based on standard models and internal research, with client-directed trade execution and at-least-annual reviews tailored to individual goals and risk tolerance.

Sabrina Emert is a financial advisor with Mesirow Financial Investment Management, Inc. in Chicago, IL, holding a Series 66 designation and six years of industry experience. Prior to joining Mesirow in 2021, she worked at Bank of America, Merrill, and Merrill Lynch. Outside of finance, she teaches yoga sculpt classes twice a week at CorePower Yoga. Mesirow Financial Investment Management’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to a range of clients including private individuals, pension plans, and institutional clients. The firm uses a disciplined process that includes preparing Investment Policy Statements, setting asset allocation targets, and conducting due diligence across various asset classes, while offering access to proprietary private investment products and third-party managers.

Joseph Glossberg is a financial advisor at Corient with 27 years of industry experience. He holds the CFA®, CIC, and Series 65 designations. His work history includes long-term service at Gofen and Glossberg, L.L.C. from 1997 to 2023 before joining Corient and its affiliates. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, 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 managers and utilizes risk management tools and alternative investment options.

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.

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.