Ellis Lora Arceo is a financial advisor with Eagle Strategies (NY Life) based in Chicago, IL. She holds Series 63 and Series 65 licenses and has five years of industry experience. Ellis currently operates under the DBA Darinka Lora-Stepan & Associates Financial and Insurance Solutions, selling New York Life products and services. Her prior work includes roles at Anixter Inc. and Lake Forest College. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate and charitable organizations. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and predominantly managing assets on a non-discretionary basis.

Robert Mandell is a financial advisor with Oppenheimer in Chicago, IL, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 49 years of industry experience, including 24 years at CIBC World Markets and 23 years at Fahnestock & Co. Inc. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of programs and advisory services across equity, balanced, and fixed-income portfolios, delivered on both discretionary and non-discretionary bases.

Brendan Cashman is a financial advisor with Hightower Advisors, holding a Series 66 designation and nine years of industry experience. He has been with HighTower Securities, LLC since 2016 and also operates Cashco, Inc. since 2010. Based in Chicago, IL, his career spans both advisory and entrepreneurial roles. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and diverse investment vehicles.

Loui Marver is a financial advisor at William Blair with Series 63 and Series 65 designations and 52 years of industry experience. He has been with William Blair & Company L.L.C. since 1987. 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 multiple asset classes and provides proprietary models and access to private funds and co-investment opportunities.

Jeff Golden is a financial advisor with William Blair in Chicago, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes prior roles at Citigroup Global Markets and Morgan Stanley Smith Barney. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm emphasizes active, research-driven management across multiple asset classes and provides proprietary models and private fund access through its integrated platform.

Jackson Wildermuth is a financial advisor at Rockefeller Financial LLC with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Rockefeller Financial in 2024, he worked at Morgan Stanley in 2023. He also has an academic background at the University of Illinois at Urbana-Champaign and Walter Payton College Prep. 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 a broad range of investment and placement services.

Darren Walloch is a CFP® with 17 years of industry experience, currently serving at Hightower Advisors since 2020. His prior roles include positions at Frontier Investment Management Co, ELCA Foundation, and Charles Schwab. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach emphasizes manager selection and multi-manager solutions, incorporating proprietary research and a range of investment vehicles such as mutual funds, ETFs, and alternative investments.

Michael Merdinger is a financial advisor with Hightower Advisors in Chicago, IL, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Hightower Advisors since 2020 and previously worked at Eugene Cohen Insurance and Private Vista, LLC (formerly Financial Strategy Network LLC) since 1999. Outside of his advisory work, he is the founder of the Chicagoland Organization of Marine Families, a nonprofit supporting ecology. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a model focused on manager selection and multi-manager solutions that include affiliated and third-party managers, proprietary research, and diversified portfolio construction.

Paulina Cylwik is a CFP® with three years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. Her prior roles include positions at The Vanguard Group, Inc. and Doyenne Wealth Advisors. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Paul Mankarious is a CFP® professional with 12 years of industry experience, currently serving at Mariner since 2025. His prior roles include positions at RWA Wealth Partners, McAdam LLC, Global Retirement Partners, Charles Schwab, and AssetMark entities. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and private funds, offering investment management, financial planning, and retirement consulting. The firm uses discretionary, customized portfolios supported by an internal team and third-party managers, and provides integrated tax and accounting services, as well as employer financial-wellness solutions.

Anthony Goeke is a financial advisor at TIAA-CREF with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at TIAA and TIAA-CREF Individual & Institutional Services since 2018. Prior to this, he held positions at Clover Technologies Group, Chicago History Museum, Arlington Heights Historical Museum, and Stericycle. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes its advisory model by separating one-time planning services from ongoing discretionary management and serves as adviser to a donor-advised fund sponsored by Charityvest.

Charles Bryant is a Series 65-licensed financial advisor at Corient with 32 years of industry experience. He worked at Segall Bryant & Hamill for 29 years before joining Corient and its affiliate services in 2023 and 2024. Corient provides investment advisory and financial planning to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and incorporates risk management tools and alternative investments as appropriate.

Delaney Langston is a financial advisor at Focus Partners Wealth, LLC based in Chicago, IL. She holds a Series 65 credential and has experience working at Northern Trust, Surgical Care Affiliates, the University of Georgia, and Spain Park High School. Langston has been with Focus Partners Wealth since 2026. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, including investment management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Rachel Clore is a financial advisor at Cresset Asset Management, LLC, holding a Series 65 designation with one year of industry experience. Her prior work includes roles at Wealthspire Advisors LLC, Scott Tucker Solutions, Inc., Kent M. Lucaccioni, Ltd., Borkan & Scahill, Ltd., and Mueller Law Firm. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth clients, trusts, estates, and corporations, employing a disciplined, risk-aware investment approach that integrates strategic asset allocation, manager selection, and both active and passive strategies across public and alternative asset classes.

Joseph Galvan is a financial advisor with Equity Services, Inc. He holds the Series 66 designation and has one year of industry experience. His prior work includes roles at National Life Group and Summit Xpo. Outside of advising, Galvan serves as treasurer on a condominium association board and volunteers with youth sports camps and nonprofit organizations including Special Olympics of Illinois and Care-Credit Abuse Resistance Education. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms, often using third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading, and manages both discretionary and non-discretionary client programs.

Linda Conti is a financial advisor at Sanctuary Advisors, LLC with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Noyes Advisors LLC and David A. Noyes & Company since 2008. Outside of her advisory role, she is a board member of the Central Indiana Wilderness Club and is owner of Global Integrity Alliance, LLC, which facilitates government subcontracting in disaster relief, cybersecurity, and education services. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports a network of over 400 independent advisers who manage portfolios using various strategies and act as fiduciaries under written advisory agreements.

Kathryn Hackett is a CFP® professional with four years of industry experience, currently with Moneta Group Investment Advisors, LLC in Chicago, IL. She has been with Moneta Group since 2019, and previously worked at The Table Group. Her background also includes teaching at Saint Louis University and Kirkwood High School, as well as operating a small business, Embroider the Occasion. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, and family office services. The firm employs a partner-led team approach with centralized investment oversight and utilizes a multi-criteria selection process emphasizing asset allocation and manager due diligence.

Jonathan James is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. His prior roles include positions at Fifth Third Securities, Fifth Third Bank, and Bmo Harris Financial Advisors. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach focuses on customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide portfolio decisions.

James Murphy is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at B. Riley Wealth Advisors and B. Riley Wealth Management, where he worked for over 17 years combined, as well as experience at Mesirow Financial. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations among others. The firm offers a range of programs across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary services, and maintains custody of client assets while managing significant non-discretionary advisory assets.

Madison Van Erp is a Series 66 licensed financial advisor with four years of industry experience, currently employed at Citigroup Global Markets in Chicago. Prior to joining Citigroup in 2022, Madison held positions at Stephen R Miller CPA and Robert W. Baird. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with a distinctive combination of large institutional scale and specialized market roles.