1-18-2020 CEPC 2020 Member Directory

LIFE IS FILLED

WITH UNEXPECTED

PLOT TWISTS

NFP Insurance Solutions can help high net

worth individuals by providing complex

insurance solutions they need to keep

them, their families and their businesses

safe from “surprises.”

Our planning expertise covers:

• Life insurance

• Annuities

• Business succession planning

• Disability insurance

• Estate planning

• Long-term care insurance

• Personal property and casualty

Contact us for assistance:

www.sbsisolutions.com | 500 W. Madison St., Suite 2700, Chicago, IL, 60661

Howard E. Sharfman, Senior Managing Director

SBSI, Inc. | 312-683-7152 | howard.sharfman@nfp.com

Jordan C. Berger, CPA, J.D., Managing Director

SBSI, Inc. | 312-683-7155 | jordan.berger@nfp.com

Roger C. Brooks, CLU, ChFC, Managing Director

SBSI, Inc. | 864-558-0075 | roger.brooks@nfp.com

Devra Gerber, Director

SBSI, Inc. | 312-286-4583 | devra.gerber@nfp.com

Leigh Harter, CFP®, ChFC, TEP, Managing Director

SBSI, Inc. | 312-630-0859 | leigh.harter@nfp.com

Nathan Hobaugh, CLU, ChFC, Director of Variable Products

SBSI, Inc. | 312-683-7150 | nathan.hobaugh@nfp.com

Larry Lubin, Managing Director

SBSI, Inc. | 312-325-8311 | larry.lubin@nfp.com

John Irvin, Managing Director

SBSI, Inc. | 412-577-8455 | john.irvin@nfp.com

Warren McGuire, Director

SBSI, Inc. | 312-683-7163 | warren.mcguire@nfp.com

Guy Zomick, J.D., Managing Director

SBSI, Inc. | 312-683-7143 | guy.zomick@nfp.com

NFP is a leading insurance broker and consultant that provides employee benefits, property & casualty, retirement and

individual private client solutions through our licensed subsidiaries and affiliates. Our expertise is matched only by our personal

commitment to each client’s goals.

NFP.com

Insurance services provided by SBSI, Inc. Securities may be offered through Kestra Investment Services, LLC (Kestra IS), member

FINRA/SIPC. Investment Advisory Services may be offered through Kestra Advisory Services, LLC (Kestra AS). NFP Insurance Solutions

is a marketing name and platform used by affiliated and nonaffiliated companies, including but not limited to SBSI, Inc., using the

services of NFP Insurance Services, Inc. (NFPISI), which is an affiliate of Kestra IS. SBSI, Inc. is not affiliated with Kestra IS, Kestra AS, or

NFPISI. Kestra IS, Kestra AS, and NFPISI do not provide tax or legal advice.

(17-FCB-EMBN-MW-0835)

Insurance Solutions

ADVERTISERS INDEX

ALTAIR ADVISERS............................................................................................................. 27

BMO WEALTH MANAGEMENT......................................................................................... 4

BUSINESS VALUATION GROUP......................................................................................... 2

CHICAGO COMMUNITY TRUST...................................................................................... 53

CHRISTIE’S.......................................................................................................................... 29

CIBC PRIVATE WEALTH BANK....................................................................................... 21

FIFTH THIRD PRIVATE BANK.......................................................................................... 39

FREEBORN........................................................................................................................... 19

GRESHAM PARTNERS LLC............................................................................................... 31

HERITAGE AUCTIONS....................................................................................................... 49

HERMAN AGENCY............................................................................................................. 15

HINDMAN AUCTIONS....................................................................................................... 23

J.P. MORGAN....................................................................................................................... 33

LEVENFELD PEARLSTEIN, LLC...................................................................................... 47

MPI........................................................................................................................................ 51

NFP INSURANCE SOLUTIONS...............................................................Inside Front Cover

NORTHERN TRUST............................................................................................................ 45

PLANTE MORAN TRUST................................................................................................... 25

REED SMITH........................................................................................................................ 43

SHEPARD SCHWARTZ & HARRIS, LLP........................................................................... 35

SOTHEBY’S......................................................................................................................... 13

STOUT..................................................................................................................................... 6

TAFT...................................................................................................................................... 37

WELLS FARGO THE PRIVATE BANK.............................................................................. 41

WINTRUST WEALTH MANAGEMENT............................................................. Back Cover

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Contact Tom Holl at 312-595-1900 or tholl@bvgi.com

400 North LaSalle Street, Suite 3905 | Chicago, Illinois 60654 | Phone: 312-595-1900 | Fax: 312-595-1911 | www.bvgi.com

OFFICERS

President

Tina D. Milligan

Vice President

Kim A. Kamin

Treasurer

Julie S. Pleshivoy

Secretary

Gregg M. Simon

Immediate Past President

Bryan R. Malis

OFFICERS & DIRECTORS 2019-2020

BOARD OF DIRECTORS

Kathryn H. Garlow

Paige Goepfert

Carrie Harrington

Lisa Micka

Terry Navarro

Aaron Stumpf

Abbe Temkin

Fredrick B. Weber

Michael Wycklendt

Executive Director

Kathleen M. Callahan

ASA

ATTY

ChFC

CFP ®

CLU

CPA

CTFA

HON

TR

KEY TO CLASSIFICATION SYMBOLS

Accredited Senior Appraiser

Attorney

Chartered Financial Consultant

Certified Financial Planner

Chartered Life Underwriter

Certified Public Accountant

Certified Trust and Financial Advisor

Honorary Member

Trust Officer

2020 Annual Outing

Ricki Harris, Chair

Mike Calahan

Mike Deering

Fran Fata

James Fritz

Afton Gauron

Alan Gunn

Carrie Harrington

Leigh Harter

Ethel Kaplan

Ted Koester

Tadd Lindsay

James Polites

Diversity

Karin Prangley, Co-Chair

Amy Schoeffel, Co-Chair

Terry Navarro, Board Liaison

Carlos Alarcon

Hannah Ashbee

Lucy Bickford

Deborah Cole

Clint Costa

Jim Dunneback

Max Elliott

Shanise Evans

Nora Garvey

Don Gottesman

Carrie Harrington

Kirk Hoopingarner

Greg Kershner

Rebecca McDade

Candice Miggins

Adam Novak

Paul O’Keefe

Raquel Porter

Anne-Marie Rhodes

Maureen Ryan

Stacy Singer

Rebecca Solomon

Marlene Valero

Membership Committee

Gregg Simon, Chair

Aaron Stumpf, Co-Chair

Ben Blumenthal

Kathy Garlow

Rebecca Juhant

Lisa Micka

Tina Milligan

Terry Navarro

Ken Nopar

Tony Oommen

Katherine Oswald

Audrey Skiera

Michael Ticknor

Networking

Allison Pfeifle, Chair

Carrie Harrington, Board Liaison

Ben Blumenthal

Bridget Byrne

Brian Carter

Shanise Evans

Marcus Ewald

James Fritz

Jonathan Grossman

Leigh Harter

Rebecca Juhant

Ethel Kaplan

Alexandra Kern

Diana Larson

Lisa Micka

Candice Miggins

Gillian Nagler

Ken Nopar

Tony Oommen

David Perry

Natalie Perry

James Polites

Christine Quigley

Joel Schoenmeyer

Jennifer Semler

Nick Streit

Kristin Carlson Vogen

Mary Warmus

Program

Kim Kamin, Chair

Bridget Byrne

Kathy Garlow

Paige Goepfert

Larry Herman

Tom Holl

Ted Koester

Bryan Malis

Lisa Micka

2019-2020 COMMITTEES

Tina Milligan

Janet Montgomery

Terry Navarro

Ken Nopar

Julie Pleshivoy

Christine Quigley

Anita Sarafa

Gregg Simon

Stacy Singer

Aaron Stumpf

Abbe Temkin

Ryan Walsh

Lauren Wolven

Michael Wycklendt

Public Outreach

Richard Cohn, Co-Chair

Joan Emery, Co-Chair

Gretchen Spreitzer, Co-Chair

Fred Weber, Board Liaison

Carlos Alarcon

Andy Drendel

Christopher Floss

Andy Gelman

Neal Heriaud

Ethel Kaplan

Maureen Kelly

Erica Lord

David Lutrey

Jeff Miller

Natalie Perry

Anthony Smith

Alan Sohn

Shannon Stevens

Abbe Temkin

Cyndi Trostin

Sponsorship

Abbe Temkin, Chair

Tina Milligan

Julie Pleshivoy

Technology

Grant Hendricks, Co-Chair

Natalie Perry, Co-Chair

Michael Wycklendt, Board Liaison

James Fritz

Kevin Karpiel

Welcome

Rebecca Juhant, Chair

Kathy Garlow, Board Liaison

Ethel Kaplan

Alexandra Kern

Tadd Lindsay

Tim Louderman

Lauren McGrath

Alyssa Quinlan

Amy Schoeffel

Nick Streit

Scott Voigt

Workshops

Erica Lord, Chair

Steven Kriz, Co-Chair

Maureen Ryan, Co-Chair

Paige Goepfert, Board Liaison

Susan Bart

Ilana Bley

Bridget Byrne

Max Elliott

Stephanie Feldman

Chris Floss

Nora Garvey

Gaby Griffin

Alexandra Kern

Jonathan Michael

Janet Montgomery

Adam Novak

Lorri Otis

Christine Quigley

Carly Robin

David Rogers

Gina Shkoukani

Carrie Stanton

Matthew Teich

3

It’s your client’s

wealth. It’s our

privilege to

protect it.

Your clients work hard to build their wealth. You need to be sure their trust and estate administrators have

the knowledge to help protect it. With over 125 years of experience, we’re up for the task.

For more information, please contact:

Nick Streit, Director, Private Wealth Advisor

312-461-8242 nick.streit@bmo.com

BMO Wealth Management is a brand name that refers to BMO Harris Bank N.A. and certain of its affiliates that provide certain investment, investment advisory,

trust, banking, securities, insurance and brokerage products and services. Not all products and services are available in every state and/or location. Investment

products are: NOT FDIC INSURED – NOT BANK GUARANTEED – NOT A DEPOSIT – MAY LOSE VALUE.

Estate planning requires legal assistance which BMO Harris Bank N.A. and its affiliates do not provide. Please consult with your legal advisor.

© 2018 BMO Financial Group. All rights reserved.

1974 Austin Fleming

1975 James M. Corcoran, Jr.

1976 Stuart A. Monroe

1977 Daniel M. Schuyler

1978 James N. Zartman

1979 Harry I. Grossman

1980 Millard J. Grauer

1981 William K. Stevens

1982 J. Gordon Henry

1983 Walter R. Dahl

1984 Frederick H. Stitt

1985 Hugo J. Melvoin

1986 Byrie M. Abbin

1987 Addis E. Hull, III

1988 James M. Trapp

1989 William R. Sutter

Chicago Estate Planning Council

Austin Fleming

Distinguished Service Award

1990 Claireen L. Herting

1991 Marshall Zissman

1992 Herbert J. Davis

1993 Morton J. Barnard

1994 Arthur W. Brown, Jr.

1995 John T. Hayes

1996 Donald R. Dann

1997 J. Timothy Ritchie

1998 Donald A. Glassberg

1999 Donald M. Schindel

2000 Howard M. McCue III

2001 Carol A. Harrington

2002 Judith W. McCue

2003 David B. Hirschey

2004 Karen K. MacKay

2005 Lyman W. Welch

2006 Robert E. Hamilton

2007 Robert I. Ury

2008 Elliott M. Friedman

2009 Lanny D. Levin

2010 William C. Weinsheimer

2011 Richard M. Horwood

2012 Louis S. Harrison

2013 Susan T. Bart

2014 Eileen B. Trost

2015 David A. Handler

2016 Anne-Marie E. Rhodes

2017 Thomas W. Abendroth

2018 Brian T. Whitlock

2019 Christine L. Albright

This award is presented annually to a person highly regarded by practicing estate planners for his or her expertise

in the field, and who have made a significant contribution to the improvement of estate planning practices.

PAST PRESIDENTS

1938-1939 Philip B. Hobbs

1939-1940 Harold Eckhart

1940-1941 H. Kennedy Nickell

1941-1942 R. Donald Cameron

1942-1943 Edward B. Thurman

1943-1944 Harvey H. Page

1944-1945 Paul W. Cook

1945-1946 Howell W. Kitchell

1946-1947 Earl M. Schwemm

1947-1948 John L. Chapmann

1948-1949 Walter N. Hiller

1949-1950 Louis W. Fischer

1950-1951 Victor Cullin

1951-1952 Joshua B. Glasser

1952-1953 William O. Heath

1953-1954 Roland D. Hinkle

1954-1955 Rollin B. Mansfield

1955-1956 Raymond B. Anthony

1956-1957 John W. Heddens

1957-1958 Harry R. Schultz

1958-1959 Thomas L. McDermand

1959-1960 Richard C. Fraiser

1960-1961 Asa J. Baber

1960-1961 Richard C. Fraiser

1961-1962 Robert K. Schott

1962-1963 William S. Dillon

1963-1964 Daniel M. Schuyler

1964-1965 Stuart A. Monroe

1965-1966 Gilbert A. Smith

1966-1967 Robert A. Swanson

1967-1968 John T. Hayes

1968-1969 Charles W. Davis

1969-1970 Charles H. Scholfeld

1970-1971 Dan A. Kaufmann

1971-1972 Addis E. Hull, III

1972-1973 Llewellyn G. Owens

1973-1974 Harry I. Grossman

1974-1975 Herbert Ullmann

1975-1976 Joseph J. Strasburger

1976-1977 Frederick H. Stitt

1977-1978 Robert A. Janoski

1978-1979 Hugo J. Melvoin

1979-1980 Byrle M. Abbin

1980-1981 Bernard T. Wall

1981-1982 Gene L. Foxen

1982-1983 Sherman P. Corwin

1983-1984 Claireen L. Herting

1984-1985 James M. Trapp

1985-1986 Howard B. Franklin

1986-1987 Leon Fieldman

1987-1988 Samuel W. Hunt

1988-1989 Donald A. Glassberg

1989-1990 Donald R. Dann

1990-1991 Arthur W. Brown, Jr.

1991-1992 David Kaplan

1992-1993 Michael H. Lurie

1993-1994 Jordan C. Berger

1994-1995 James W. Good, III

1995-1996 Karen K. MacKay

1996-1997 Judith W. McCue

1997-1998 John A. Gory

1998-1999 Barton M. Gordon

1999-2000 Lanny D. Levin

2000-2001 David A. Herpe

2001-2002 Suzanne M. Timble

2002-2003 Michael B. McGill

2003-2004 Richard M. Horwood

2004-2005 Howard J. Vogel

2005-2006 Steven B. Hendrickson

2006-2007 Barry L. Finkelstein

2007-2008 Robert K. Garro

2008-2009 Steven S. Gilson

2009-2010 Leslye A. Mueller

2010-2011 Eileen B. Trost

2011-2012 Anita M. Sarafa

2012-2013 Michelle M. Hermann

2013-2014 Lauren J. Wolven

2014-2015 Todd J. Schneider

2015-2016 Michael O. Calahan

2016-2017 Stacy E. Singer

2017-2018 Deborah A. Korompilas

2018-2019 Bryan R. Malis

HEADQUARTERS

CEPC • 330 N. Wabash Avenue - Suite 2000, Chicago, IL 60611

Tel (312) 673-4707 • Fax (312) 673-6964 • Email: info@cepcweb.org • Website: www.cepcweb.org

© Chicago Estate Planning Council, 2020. All rights reserved.

This roster may not be reproduced in whole or in part, or by any means, without prior permission

5

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Chicago Estate Planning Council

By-Laws

As of JANUARY 2014

Introduction

The Chicago Estate Planning Council (Council) became the

successor on June 3, 1965 to The Chicago Life Insurance and

Trust Council, which was organized on June 1, 1938. The Council

was incorporated under the General Not For Profit Corporation

Act of Illinois on June 23, 1977. The Council was established by

a group of forward-looking individuals who recognized the need

of combining the efforts of lawyers, accountants, trust officers

and life insurance underwriters in the best interest of the client.

High tax rates and the complexity of tax laws had introduced

many new problems of estate conservation and distribution. A

new specialty, estate planning, had come into being.

With the recognition that estate planning is a cooperative task,

the Council started as, and continues to be, a carefully selected

group of qualified specialists in their own fields who have the

necessary knowledge and experience to accomplish the broad

job of estate planning for the best interest of the client and his or

her beneficiaries.

ARTICLE I

Purposes

The purposes for which the Council is organized are:

1) To maintain the highest standards of service in providing

informed guidance in the creation, conservation, and distribution

of estates:

2) To continue and further the education of its members and

the public in estate planning matters;

3) To increase public understanding of the need for competent

estate planning;

4) To promote cooperation, and to foster a better understanding

of the proper relationship among estate planning specialists

from different fields and to bring together in one association

those specialists who have a common interest in promoting the

Council’s purposes;

5) To encourage the highest standards of ethical conduct.

ARTICLE II

Offices

The corporation shall have and continuously maintain in this

State a registered office and registered agent whose office is

identical with such registered office, and may have other offices

within or without the State of Illinois as the board of directors

(board) may from time to time determine.

ARTICLE III

Members

Section 1. Classes of Members. The Council shall have the

following membership classifications:

Regular Any person who

1) is currently engaged in estate planning (defined below)

as a professional in the fields of law, accounting, life insurance,

financial planning, wealth management, trust and estate administration,

planned giving, or valuation services;

2) has demonstrated a significant commitment to estate planning

either by acquiring a recognized credential of his or her profession

that enhances his or her ability to provide estate planning

services, or by making an equivalent contribution to the profession

or to his or her professional development and qualifications;

3) has engaged in estate planning as a professional for a minimum

of five (5) years; and

4) maintains his or her principal place of business in the Chicago

Metropolitan area.

For the purposes of this article, “estate planning” is the process

of arranging, accumulating and preserving a person’s property

so as to gain maximum benefit of the applicable laws relating

to the ownership and transfer of property while carrying out

the person’s own wishes for the disposition of his or her property

during life and upon death.

Recognized credentials shall include J.D., CPA, CLU, ChFC,

CFP, ASA, CTFA and such other credentials as the Board shall

from time to time approve.

Associate Any person who has a minimum of two years experience

in estate planning and otherwise meets the criteria of

regular membership. An associate member shall have all rights

of membership, except voting rights.

Senior Any person who is at least 65 years old and has been

a member of the Council for 10 years.

Retired Any member who has retired from active practice in

the field of estate planning. An applicant for retired status shall

submit the request in writing, detailing the nature of the change

in status. Retired status may be granted to a member upon review

of the member’s written request and approval of the change

in status by two-thirds vote of the board present and voting at a

meeting in which the request is considered.

Honorary The presiding Judge of the Probate Division of the

Circuit Court of Cook County, Illinois, and the Dean of each accredited

Law School located in the Chicago metropolitan area,

or the designated faculty representative, shall be honorary members

of the Council. Any full-time faculty member of an accredited

Law School located in the Chicago metropolitan area who

teaches one or more courses in or related to estate planning also

may apply for honorary membership in the Council. An honorary

member shall have all the rights of membership, except voting

rights, shall not be required to pay annual dues, and shall remain

a member of the Council for so long as he or she remains eligible,

as set forth herein.

Section 2. Election of Members. An applicant for regular or

associate membership who meets the criteria therefor shall become

a member if so elected by a two-thirds vote of the board

present and voting at a meeting in which the application is considered.

As a condition of election, the applicant shall certify to

the Council that he or she is familiar with, and will take an active

interest in furthering the purposes of the Council. An applicant

for honorary membership shall become a member on determination

by a majority vote of the board present and voting at a meeting

in which the application is considered that such applicant

meets the criteria for such membership. The board may, from

time to time, promulgate such regulations, consistent with these

by-laws, pertaining to applications for memberships and election

to membership, as the board may deem proper.

Section 3. Voting Rights. Each regular, retired and senior

member shall be entitled to one vote on each matter submitted

to a vote of the members.

Section 4. Resignation. Any member may resign at any time

by filing a written resignation with the secretary.

Section 5. Transfer of Membership. Membership in the

Council is not transferable or assignable.

Section 6. Responsibilities of Membership. A member

of the Council is required to uphold the integrity and honor of

the profession, and to encourage respect for it; to continually

improve the member’s knowledge, skill and competence; to support

the established institutions and organizations concerned

with the integrity of the member’s profession; to respect the confidentiality

of any information entrusted to, or obtained by, the

member in the course of the member’s business or professional

7

7

activities; to abide by the applicable professional code of ethics

for the member’s profession; to comply with all laws and regulations

as they relate to the member’s professional and business

activities; and to cooperate and collaborate with other members,

and other estate planning professionals, in the member’s professional

and business activities, with the goal of improving the

quality of estate planning services provided.

ARTICLE IV

Meetings of Members

Section 1. Annual Meeting. An annual meeting of the members

shall be held each year at such time and place as may be

selected by the board for the purpose of electing directors and

officers and for the transaction of such other business as may

come before the meeting.

Section 2. Special Meetings. Special meetings of the members

may be called either by the president, the board, or by not

less than fifty percent of the members having voting rights.

Section 3. Place of Meeting. The board may designate any

place, either within or without the State of Illinois, as the place of

meeting for any annual meeting or for any special meeting called

by the board. If no designation is made or if a special meeting

is otherwise called, the place of meeting shall be the registered

office of the Council in the State of Illinois.

Section 4. Notice of Meetings. Written or printed notice stating

the place, day and hour of any meeting of members and, in

the case of a special meeting, the purpose or purposes for which

such meeting is called, shall be delivered personally, by electronic

mail, by facsimile or via U.S. mail, to each member, not less

than five nor more than forty days before the date of such meeting,

by or at the direction of the president, or the secretary, or the

members calling the meeting. If mailed, the notice of a meeting

shall be deemed delivered when deposited in the United States

mail addressed to the member at his address as it appears on

the Records of the Council, with postage thereon prepaid.

Section 5. Quorum. Ten percent of the members shall constitute

a quorum at any meeting of the members.

Section 6. Proxies. At any meeting of members, a member

entitled to vote may vote either in person or by proxy executed

in writing by the member of his duly authorized attorney-in-fact.

No proxy shall be valid after eleven months from the date of its

execution unless otherwise provided in the proxy.

Section 7. Other Meetings. The board may plan and conduct

such other meetings (including, without limitation, luncheon and

lecture meetings) and other programs and events for the benefit

of the members and guests of the Council. All such meetings

shall be open to all members and their guests and, at the discretion

of the board, other non-members, and all members shall be

given notice thereof. The programs for such other meetings shall

be arranged by or with the approval of the board. No official corporate

action shall be taken by the members at any such meeting;

provided, that nothing herein shall prevent the holding of any

annual or special meeting immediately before or after any such

meeting if the requirements of the Article IV have been satisfied

with respect to such annual or special meeting.

Section 8. Member Requests for Discussion of Items. Any

member may in writing addressed to the secretary request the

board to bring up for discussion at any meeting of the members

any matter in which such member may be interested. Except as

otherwise required by law, the board, in its discretion may present

any such matter for consideration at any such meeting.

ARTICLE V

Board of Directors

Section 1. General Powers. The affairs of the corporation

shall be managed by its board.

Section 2. Number, Tenure and Qualifications. The number

of directors shall be fourteen, five of whom shall be the president,

vice president, treasurer, secretary, and immediate past

president, and nine of whom shall be members not occupying

any of the foregoing positions (“directors-at-large”). Three of the

directors-at large shall be elected for a term of three years at

each annual meeting of the members, as provided in Article VIII.

Each director-at-large shall serve the term for which he or she

was elected until his or her successor shall have been elected

and qualified unless prior thereto he or she is elected as an officer

or disqualified to hold the office of director. No member shall

serve more than two consecutive terms as a director-at-large.

Only members entitled to vote may serve as directors.

Section 3. Regular Meetings. A regular annual meeting of

the board will be the first board meeting after the annual meeting

of members. The board may provide by resolution the time and

place, either within or without the State of Illinois, for the holding

of not less than six regular meetings of the board without other

notice than such resolution.

Section 4. Special Meetings. Special meetings of the board

shall be called by the president at the president’s discretion or

when he or she is requested to do so by three directors. The

president may fix any place either within or without the State of

Illinois, as the place for holding any special meeting of the board.

Section 5. Notice. Notice of any special meeting of the board

shall be given at least three days prior thereto by written notice

delivered personally, by electronic mail, by facsimile, or via U.S.

mail, to each director at his or her address as shown by the records

of the Council. If mailed, such notice shall be deemed to be

delivered when deposited in the United States mail in a sealed

envelope so addressed, with postage thereon prepaid. Any director

may waive notice of any meeting. Attendance at any meeting

shall constitute a waiver of notice of such meeting, except

where a director attends a meeting for the express purpose of

objecting to the transaction of any business because the meeting

is not lawfully called or convened. Neither the business to be

transacted at, nor the purpose of, any regular or special meeting

of the board need be specified in the notice or waiver of notice

of such meeting.

Section 6. Quorum. A quorum for the transaction of business

at any meeting of the board shall be at least 50% of the directors

qualified and acting.

Section 7. Manner of Acting. The act of a majority of the

directors present at a meeting at which a quorum is present shall

be the act of the board, except where otherwise provided by law

or by these bylaws.

Section 8. Informal Action by Board of Directors. Any action

required to be taken by law at a meeting of the board, or

which may be taken at such a meeting, may be taken without a

meeting if a consent in writing, setting forth the action so taken,

shall be signed by all directors.

Section 9. Resignation. A member of the board may resign

as such at any time by filing a written resignation with the

president and the secretary. Upon resignation, the director shall

turn over to the president or his or her designee, all records,

documents, papers, etc. of the Council pertaining to his or her

position. Any vacancy occurring in the board because of death,

resignation, removal, disqualification or otherwise may be filled

by the board for the unexpired portion of the term.

Section 10. Compensation. Directors as such shall not receive

any salary for their service as directors.

ARTICLE VI

Officers

Section 1. Officers. The officers of the Council shall be a

president, a vice president, a treasurer, and a secretary.

Section 2. Election and Term of Office. The officers of the

Council shall be elected at each annual meeting of the members,

as provided in Article VIII. Each officer shall hold office for a term

of one year and until such officer’s successor shall have been

duly elected and qualified. Only members entitled to vote may

serve as officers.

8

8

Section 3. Resignation. An officer of the Council may resign

as such at any time by filing a written resignation with the

president and the secretary. Upon resignation, the officer shall

turn over to the president or his or her designee, all records,

documents, papers, etc. of the Council pertaining to his or her

position. A vacancy in any office because of death, resignation,

removal, disqualification, or otherwise, may be filled by the board

for the unexpired portion of the term.

Section 4. President. The president shall be the principal executive

officer of the Council and shall in general supervise all

the activities, business and affairs of the Council; shall preside at

all meetings of the members and of the board; may sign, with the

secretary or any other proper officer of the Council authorized by

the board, any documents or instruments which the board has

authorized to be executed except in cases where the signing and

execution thereof shall be expressly delegated by the board or

by these bylaws or by statute to some other officer or agent of

the corporation; and shall in general perform or delegate all duties

incident to the office of president and such other duties as

may be prescribed by the board from time to time.

Section 5. Vice President. In the absence of the president

or in the event of his or her inability or refusal to act, the vice

president shall perform the duties of the president, and when

so acting, shall have all the powers of and be subject to all the

restrictions upon the president; and shall in general perform or

delegate all duties incident to the office of vice president and

such other duties as may be assigned by the president or by the

board from time to time.

Section 6. Treasurer. The treasurer shall be the principal financial

officer of the Council; shall have custody of all funds and

property of the Council and shall deposit all funds of the Council

in accordance with the provisions of Article XI; shall prepare and

submit a statement of the financial condition of the Council at the

annual meeting of members and at such other times and in such

manner as the board may require; and shall in general perform

or delegate all the duties incident to the office of treasurer and

such other duties as may be assigned by the president or the

board from time to time.

Section 7. Secretary. The secretary shall keep the minutes

of the meetings of the members and of the board in one or more

books provided for that purpose; see that all notices are duly

given in accordance with the provisions of these bylaws or as

required by law; be custodian of the corporate records and of the

seal of the corporation and see that the seal of the corporation

is affixed to all documents, the execution of which on behalf of

the corporation under its seal is duly authorized in accordance

with the provisions of these bylaws; keep a register of the post

office address of each member which shall be furnished to the

secretary by such member; and shall in general perform or delegate

all duties incident to the office of secretary and such other

duties as may be assigned by the president or the board from

time to time.

Section 8. Compensation. Officers as such shall not receive

any salary for their services as officers.

ARTICLE VII

Committees

Section 1. Committees of Directors. The board, by resolution

adopted by a majority of the directors in office, may designate

one or more committees and the chairman and membership

thereof, which shall consist of two or more directors. Such

committees shall, to the extent provided in said resolution, have

and exercise the authority of the board in the management of the

corporation; but the designation of such committees and the delegation

thereto of authority shall not operate to relieve the board,

or any individual director, of any responsibility imposed by law.

Section 2. Other Committees. The president shall have the

power to designate such other committees not having and exercising

the authority of the board in the management of the Council

as the president shall deem advisable to further the purposes

of the Council. The president shall appoint the chairman and

members of each such committee from the membership of the

Council. All members so appointed shall serve at the pleasure

of the president.

Section 3. Term of Office. Each member of a committee shall

continue as such while such committee remains active, unless

such member be removed or resigns from such committee, or

unless such member shall cease to qualify as a member thereof.

Section 4. Vacancies. Vacancies in the membership of any

committee may be filled in the same manner as provided in this

Article VII for the appointment of the original membership of such

committee.

Section 5. Quorum. Unless otherwise provided in the board

resolution or direction of the president; as the case may be,

through which a committee was designated, a majority of such

committee shall constitute a quorum and the act of a majority of

the members present at a meeting at which a quorum is present

shall be the act of the committee.

Section 6. Rules. Each committee may adopt rules for its own

government not inconsistent with these bylaws or with rules adopted

by the board.

ARTICLE VIII

Nominations and Elections

Section 1. Nominating Committee; Nominations. The

president shall, not less than forty days prior to the date of the

annual meeting of members, appoint a nominating committee

of six members to select one or more nominees for each of the

positions to be filled by election at such annual meeting, as provided

in Articles V and VI. The nominating committee shall file

the names of its nominees with the secretary at least thirty days

before the date of such meeting. No less than 15 days prior to

the annual meeting, the secretary shall notify all members of

the names of the nominees and the positions for which each is

nominated.

Section 2. Other Nominations. in addition, any 25 members

no more than 10 of whom shall be from the same discipline and,

no two of whom shall be from the same firm or corporation, may

nominate any member for any position to be filled by election at

the annual meeting, as provided in Articles V and VI, by filing

written notice thereof with the secretary at least ten days before

the date of the annual meeting. The secretary shall forthwith notify

all members of the names of the members so nominated and

the positions for which each is nominated. Other nominations

shall not be permitted at the annual meeting.

Section 3. Elections. Each member entitled to vote shall be

entitled to cast one vote for each of the positions to be filled by

election as set forth in Articles V and VI. The nominee receiving

the largest number of votes for each position shall be declared

elected.

ARTICLE IX

Suspension, Expulsions, Removals and

Reinstatements

Section 1. Members. Any member may be suspended or

expelled for conduct which, in the judgment of the board, is inconsistent

with the purposes of the Council or injurious to the

Council. Such suspension or expulsion shall require an affirmative

vote of two-thirds of the board; provided, that the board may

by resolution provide for the automatic suspension or expulsion

of any member for nonpayment of dues. Any member who has

been convicted of a felony shall be expelled from the Council.

The board may also reinstate suspended or expelled members

upon such terms, including the payment of reinstatement fees,

as it deems appropriate.

Section 2. Directors and Officers. Any director or officer

may be removed from such position by the members entitled to

9

9

vote when, in their judgment, the best interests of the Council will

be served thereby. Such removal shall require a notice specifying

the director or officer to be removed and an affirmative vote

of a majority of the members voting at any meeting of members

called for the purpose of considering such removal.

Section 3. Notice and Hearing. No member shall be suspended

or expelled, except for the nonpayment of dues, and no

director or officer shall be removed, unless written notice of such

proposed action, together with a concise statement of the alleged

conduct upon which such action is based, shall be given to

such member, director or officer by first class mail not less than

thirty days prior to the final action by the body authorized to act

upon his or her suspension, expulsion or removal (hereinafter in

this Section 3 the “authorized body”). Such notice shall be given

by or at the direction of those officers, directors or members

empowered elsewhere in these bylaws to call or to require the

calling of a special meeting of the authorized body, upon written

notice sent by first class mail to the president of the Council

within ten days after the mailing of the foregoing notice.

ARTICLE X

Indemnification of Officers and Directors

Section 1. The Council may indemnify any person who was or

is a party, or is threatened to be made a party to any threatened,

pending or completed action, suit or proceeding, whether civil,

criminal, administrative or investigative (other than an action by

or in the right of the Council) by reason of the fact that he or

she is or was a director, officer, employee or agent of the Council,

or who is or was serving at the request of the Council as a

director, officer, employee or agent of another Council, partnership,

joint venture, trust or other enterprise, against expenses

(including attorneys’ fees) judgments, fines and amounts paid

in settlement actually and reasonably incurred by such person

in connection with such action, suit or proceeding, if such person

acted in good faith and in a manner he or she reasonably

incurred by such person in connection with such action, suit or

proceeding, if such person acted in good faith and in a manner

he or she reasonably believed to be in, or not opposed to, the

best interests of the Council, and, with respect to any criminal

action or proceeding, had no reasonable cause to believe his or

her conduct was unlawful. The termination of any action, suit or

proceeding by judgment, order, settlement, conviction, or upon a

plea of nolo contendere or its equivalent, shall not, of itself, create

a presumption that the person did not act in good faith and

in a manner which he or she reasonably believed to be in, or not

opposed to, the best interests of the Council, or, with respect to

any criminal action or proceeding, that the person had reasonable

cause to believe that his or her conduct was unlawful.

Section 2. The Council may indemnify any person who was

or is a party, or is threatened to be made a party to any threatened,

pending or completed action or suit by or in the right of the

Council to procure a judgment in its favor by reason of the fact

that such person is or was a director, officer, employee or agent

of the Council, or is or was serving at the request of the Council

as a director, officer, employee or agent of another corporation,

partnership, joint venture, trust or other enterprise, against

expenses (including attorneys’ fees) actually and reasonably

incurred by such person in connection with the defense or settlement

of such action or suit, if such person acted in good faith

and in a manner he or she reasonably believed to be in, or not

opposed to, the best interests of the Council, provided that no

indemnification shall be made in respect of any claim, issue or

matter as to which such person shall have been adjudged to be

liable for negligence or misconduct in the performance of his or

her duty to the Council, unless, and only to the extent that the

court in which such action or suit was brought shall determine

upon application that, despite the adjudication of liability, but in

view of all the circumstances of the case, such person is fairly

and reasonably entitled to indemnity for such expenses as the

court shall deem proper.

Section 3. To the extent that a director, officer, employee or

agent of the Council has been successful, on the merits or otherwise,

in the defense of any action, suit or proceeding referred

to in Sections (1) and (2) of this Article X, or in defense of any

claim, issue or matter therein, such person shall be indemnified

against expenses (including attorneys’ fees) actually and reasonably

incurred by such person in connection therewith.

Section 4. Any indemnification under Sections (1) and (2) of

this Article X (unless ordered by a court) shall be made by the

Council only as authorized in the specific case, upon a determination

that indemnification of the director, officer, employee or

agent is proper in the circumstances because he or she has met

the applicable standard of conduct set forth in Sections (1) and

(2) of this Article X. Such determination shall be made (i) by the

Board by a majority vote of a quorum consisting of directors who

were not parties to such action, suit or proceeding, or (ii) if such

a quorum is not obtainable, or, even if obtainable, a quorum of

disinterested directors so directs, by independent legal counsel

in a written opinion.

Section 5. Expenses (including attorneys’ fees) incurred in

defending a civil or criminal action, suit or proceeding may be

paid by the Council in advance of the final disposition of such

action, suit or proceeding, as authorized by the Board in the specific

case, upon receipt of an undertaking by or on behalf of the

director, officer, employee or agent to repay such amount, unless

it shall ultimately be determined that he or she is entitled to be

indemnified by the Council as authorized in this Article X.

Section 6. The indemnification provided by this Article X shall

not be deemed exclusive of any other rights to which those seeking

indemnification may be entitled under any agreement, vote

of disinterested director, or otherwise, both as to action in his or

her official capacity and as to action in another capacity while

holding such office, and shall continue as to a person who has

ceased to be a director, officer, employee or agent, and shall

inure to the benefit of the heirs, executors and administrators of

such a person.

Section 7. The Council may purchase and maintain insurance

on behalf of any person who is or was a director, officer, employee

or agent of the Council, or who is or was serving at the

request of the Council as a director, officer, employee or agent of

another corporation, partnership, joint venture, trust or other enterprise,

against any liability asserted against such person and

incurred by such person in any such capacity, or arising out of

his or her status as such, whether or not the Council would have

the power to indemnify such person against such liability under

the provisions of this Article X.

Section 8. If the Council indemnifies or advances expenses

under Section 2 of this Article to a director or officer, the Council

shall report the indemnification or advance in writing to the members

entitled to vote with or before the notice of the next meeting

of the members.

ARTICLE XI

Conflicts of Interest

Section 1. Conflicts of Interest Transactions. Any transaction

with the Council in which a director or officer, or any affiliate

of the director or officer, is personally interested, shall be

voidable by the Council, or the basis for imposing liability on the

director or officer, unless the nature of the director’s or officer’s

interest is fully disclosed to the board of directors prior to any

vote of the board authorizing, approving or ratifying the transaction.

The vote of the interested director or officer shall not

be counted in determining whether the board has authorized,

approved or ratified the transaction. An “affiliate” shall include

a family member, trust or estate in which the officer, director or

family member is a fiduciary or beneficiary, and a corporation,

partnership, limited liability company or other business entity in

which the officer, director, family member, trust or estate is an

officer, director, employee, manager, partner, member, shareholder

or other owner.

Section 2. Loans. The Council shall not at any time make

loans to members, officers or directors.

10

10

ARTICLE XII

Contracts, Checks, Deposits and Funds

Section 1. Contracts. The board may authorize any officer or

officers, agent or agents of the Council, in addition to the officers so

authorized by these bylaws, to enter into any contract or execute and

deliver any instrument in the name of and on behalf of the Council

and such authority may be general or confined to specific instances.

Section 2. Checks, Drafts, Etc. All checks, drafts or other orders

for the payment of money, notes or other evidences of indebtedness

issued in the name of the Council, shall be signed by such officer

or officers, agent or agents of the Council, and in such manner, as

shall from time to time be determined by resolution of the board. In

the absence of such determination by the board, such instruments

shall be signed by the president or treasurer.

Section 3. Deposits. All funds of the Council not otherwise employed

shall be deposited from time to time to the credit of the Council

in a bank or trust company located in the City of Chicago and

approved by the board.

ARTICLE XIII

Books and Records

The Council shall keep correct and complete books and records

of account and shall also keep minutes of the proceedings of its

members, board and committees having any of the authority of the

board, and shall keep at the registered office a record giving the

names and addresses of the members entitled to vote. All books

and records of the Council may be inspected by any member or his

agent or attorney for any proper purpose at any reasonable time.

ARTICLE XIV

Fiscal Year

The fiscal year of the Council shall begin on the first day of July of

each year and end on the last day of June of each year.

ARTICLE XV

Dues

The annual dues for each member shall be such amount as the

board shall determine from time to time is reasonably necessary

to meet the financial requirements of the Council. No dues shall

be payable by honorary members. The board shall determine the

time for the payment of the annual dues and may, in its discretion,

prorate the initial dues of new members in such a manner as it may

determine to be fair and equitable.

ARTICLE XVI

Waiver of Notice

Whenever any notice whatever is required to be given under the

provisions of the General Not For Profit Corporation Act of Illinois, or

under the provision of the Articles of Incorporation or bylaws of the

corporation, a waiver thereof in writing, by the person or persons entitled

to such notice, whether before or after the stated date therein,

shall be deemed equivalent to the giving of such notice.

ARTICLE XVII

Advertisement

No member of the Council shall use his or her membership in

the Council in any form of advertisement or solicitation of business.

Publication of information about a member on the Council’s Website,

or reference to membership in the Council that is included in

a member’s biographical information, shall not be considered advertising.

ARTICLE XVIII

Amendments

These bylaws may be amended at any meeting of the members

of the Council at which there is a quorum, by a vote of two-thirds of

the members present, provided that notice setting forth such proposed

amendment or amendments shall have been communicated

in writing to all members at least ten days prior to the date of such

meeting.

11

11

Abendroth, Thomas W., Attorney

Schiff Hardin LLP

233 South Wacker Drive, Suite 7100

Chicago, IL 60606

(312) 258-5501

tabendroth@schiffhardin.com

Achepohl, Eric F., CFP, CPA, CFA

The Benida Group LLC

485 Half Day Road - Suite 200

Buffalo Grove, IL 60089

(847) 883-8418

eachepohl@benida.com

Adler, Jeffrey S., CLU

Executive Capital Resources

1000 Sheridan Road

Glencoe, IL 60022

(847) 673-2677

jeffrey@ecrllc.com

Aitken, Rosemary T., ChFC, CLU, AEP

Aitken Associates, LTD.

1000 Hart Road - Suite 205

Barrington, IL 60010

(847) 277-1340

rosemary.aitken@lpl.com

Alarcon, Carlos M., Attorney, CFP

Bank of America Private Bank

135 South LaSalle Street

IL4-135-12-24

Chicago, IL 60603

(312) 828-3138

carlos.m.alarcon@bofa.com

Albright, Christine L., Attorney

Holland & Knight

150 N. Riverside Plaza - Suite 2700

Chicago, IL 60606

(312) 715-5815

christine.albright@hklaw.com

Allvine, Mary Claire, CFP

Brownson Rehmus & Foxworth, Inc.

200 S. Wacker Drive, Suite 2300

Chicago, IL 60606

(312) 346-3647

mca@brfinc.com

Alred, Mary, Trust Officer

JP Morgan Chase Bank

10 S. Dearborn St IL 1-0103

Chicago, IL 60603

(312) 732-7772

mary.t.alred@jpmorgan.com

Andrews, Amanda C., Attorney

Handler Thayer LLP

191 N. Wacker Drive - Suite 2300

Chicago, IL 60606

(312) 641-2100

aandrews@handlerthayer.com

Angelo, William V., Attorney

Denkewalter & Angelo

5215 Old Orchard Road

Skokie, IL 60077

(847) 583-2244

wva@d-a-law.com

Ansari, Adam M., Attorney

Levun, Goodman, & Cohen LLP

500 Skokie Blvd., Suite 650

Northbrook, IL 60062

847-509-7700

amansari@lgclaw.com

Arbus, Lee A., Attorney, CPA

Levun, Goodman & Cohen LLP

500 Skokie Blvd. - Suite 650


(847) 509-7700

laarbus@lgclaw.com

Arnold, Warren

The Northern Trust Company

1752 N. Larrabee

Chicago, IL 60614

(312) 557-1803

wa8@ntrs.com

Atkinson, Pamela C., CLU, CFP

Northwestern Mutual Chicago

One N. Wacker Drive, Suite 4600

Chicago, IL 60606

(312) 641-8988

pam.atkinson@nm.com

Baerson, Steven L., Attorney

Williams & Baerson, LLC

One N LaSalle Street - Suite 1350

Chicago, IL 60601-3901

(312) 629-9003

slb@wb-legal.com

Bailey, Holly A., Attorney

601 W. Belden Avenue - 1A

Chicago, IL 60614

hollybailey_chi@yahoo.com

Bakker, Lisa

Ann & Robert H. Lurie Children’s Hospital

of Chicago Foundation

225 E. Chicago Avenue, Box 4

Chicago, 60611

(312) 227-7247

lbakker@luriechildrens.org

Balon, Kristin, CFP

Brownson, Rehmus & Foxworth

200 W. Wacker Drive - Suite 2300

Chicago, IL 60606

(312) 346-5866

kbalon@brfinc.com

Balonick, Bruce H., Attorney

Saul Ewing Arnstein & Lehr LLP

161 N. Clark - Suite 4200

Chicago, IL 60601

(312) 876-7123

bruce.balonick@saul.com

Barkhausen, David N., Attorney

Life Insurance Advisors, Inc.

Fee-Only Insurance Consulting

48 Warrington Drive

Lake Bluff, IL 60044

(847) 237-8911

david@lifeinsuranceadvisorsinc.com

Barmore, Thomas R., ChFC, CLU, CFP, CPA

Northwestern Mutual

1475 E Woodfield Road - Suite 900

Schaumburg, IL 60173

(847) 969-2550

tom.barmore@nm.com

Barrett, Louise C.


50 S. LaSalle Street

Chicago, IL 60603

(312) 557-9688

lcb2@ntrs.com

Bart, Susan T., Attorney

Schiff Hardin LLP

233 South Wacker Drive, Suite 7100

Chicago, IL 60606

(312) 258-5557

sbart@schiffhardin.com

Bartling, Megan S., CFP

US Trust, Bank of America


IL4-135-11-44

Chicago, IL 60603

(312) 828-8898

megan.bartling@ustrust.com

Bauters, Mark J., CPA

Deloitte Tax LLP

111 S. Wacker Drive

Chicago, IL 60606

(312) 486-0717

mbauters@deloitte.com

Baxendale, Jason M., Attorney

The Chicago Community Trust

225 N. Michigan Avenue - Suite 2200

Chicago, IL 60601

(312) 616-8000 Ext. 110

jbaxendale@cct.org

Baxter, George W., Trust Officer, CFP

BMO Private Bank

111 West Monroe Street, 3E

Chicago, IL 60603

(312) 293-8456

georgew.baxter@bmo.com

Bebeau, Ashley E., CFP

Strategic Wealth Partners

520 Lake Cook Road - Suite 270

Deerfield, IL 60015

(224) 632-1615

abebeau@stratwealth.com

12

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Bell, Nancy T., CFP, CDFA

Trust Company of Illinois

1901 Butterfield Road - Suite 1000

Downers Grove, IL 60615

(630) 545-3653

ntb@trustcoil.com

Beninati, Francis A., Attorney

Kaplan Saunders Valente & Beninati LLP

500 N. Dearborn St. - Suite 200

Chicago, IL 60654

(312) 755-5700

fbeninati@kaplansaunders.com

Benish, Kathryn G., Attorney

Attorney at Law

1250 S. Indiana Avenue - Suite 103

Chicago, IL 60605

(312) 341-1210

kgbenish@msn.com

Bensema, David

BMO Family Office

111 W. Monroe Street, 12

Chicago, IL 60603

(312) 206-9904

dAvenuebensema@bmo.com

Berger, Jordan C., Attorney, CPA

NFP Insurance Solutions

500 W. Madison, Suite 2700

Chicago, IL 60661

(312) 683-7155

jordan.berger@nfp.com

Bergman, Jeffrey M., Attorney

Charles Schwab & Co., Inc.

150 S. Wacker Drive - 14th Floor

Chicago, IL 60606

(312) 517-3999

jeffrey.bergman@schwab.com

Berkowitz, Pamela E., Attorney

Perkins Coie

131 S. Dearborn St. - Suite 1700


(312) 324-8522

pberkowitz@perkinscoie.com

Berman, Susan G., Attorney

Patzik, Frank & Samotny LTD.

200 S. Wacker Drive - Suite 2600

Chicago, IL 60606

(312) 205-4477

sberman@pfs-law.com

Bickford, Lucy, Attorney

Schiff Hardin LLP


Chicago, IL 60606

(312) 258-5684

lbickford@schiffhardin.com

Bieber, Scott, Attorney

Thompson Coburn LLP

55 E. Monroe Street, 37th Floor

Chicago, IL 60603

(312) 580-2206

sbieber@thompsoncoburn.com

Bierhals, Bobbi J., Attorney

McDermott Will & Emery LLP

444 West Lake Street - Suite 4000

Chicago, IL 60606

(312) 984-6954

bbierhals@mwe.com

Birnbaum, Irving, ChFC, CLU, CFP

MassMutual

6200 N. Hiawatha - Suite 200

Chicago, IL 60646

(773) 725-4167

ibirnbaum@financialguide.com

Bischoff, Mark P., Attorney

Bischoff Parnters, LLC

217 N. Jefferson Street - Suite 600

Chicago, IL 60661

(312) 466-9100

mbischoff@bis-law.com

Bjerke, Ann, Attorney

UBS Financial Services

1 N. Wacker Drive, 37th Floor

Chicago, IL 60606

(312) 525-7532

ann.bjerke@ubs.com

Bleakley, Elizabeth, Attorney

Bleakley Law LLC

120 N. LaSalle Street - Suite 2000

Chicago, IL 60602

(312) 380-6630

ebleakley@laweab.com

Bley, Gail Potysman, Attorney, CFP

Gould & Ratner LLP

222 N La Salle Street - Suite 300

Chicago, IL 60601

(312) 899-1617

gbley@gouldratner.com

Blickenstaff, David C., Attorney

Schiff Hardin LLP


Chicago, IL 60606

(312) 258-5637

dblickenstaff@schiffhardin.com

Bloom, Kenneth M., Attorney, CPA

Latimer LeVay Fyock LLC

55 W. Monroe Street - Suite 1100

Chicago, IL 60603

(312) 422-8000

kbloom@LLFLegal.com

Bloom, Michael, ChFC, CLU, CFP, AEP

53 Bus

2722 Hartzell St., Suite 300

Evanston, IL 60201

(847) 550.7100

michael@eusebius.com

Blumberg, Joseph N., Attorney

Schiff Hardin LLP


Chicago, IL 60606

(312) 258-5616

jblumberg@schiffhardin.com

14

Blumenthal, Benjamin

Morgan Stanley Wealth Management


Chicago, IL 60606

(312) 827-6664

ben.blumenthal@morganstanley.com

Blumenthal, Mark, CPA

Plante Moran

10 S. Riverside Plaza, 9th Floor

Chicago, IL 60606

(312) 980-2917

mark.blumenthal@plantemoran.com

Bolitho, Russ D., Attorney, CPA

P.O. Box 87227

Chicago, IL 60680

(312) 203-7135

bolithous@yahoo.com

Bolognani, Ann, Trust Officer, CFP

CIBC Bank USA


Chicago, IL 60603

(312) 564-1424

ann.bolognani@cibc.com

Bonaguidi, Matthew S., Attorney, CPA

Gresham Partners LLC

333 W. Wacker Drive, Suite 700

Chicago, IL 60606

(312) 960-0225

bonaguidi@greshampartners.com

Boock, Laurene R., Trust Officer, CFP, CTFA

Wells Fargo - The Private Bank

123 N. Wacker Drive

Suite 1100N2701-110

Chicago, IL 60606

(312) 592-5619

laurene.r.boock@wellsfargo.com

Booth, Michael G., Attorney

Law Office of Michael G. Booth

500 N. Dearborn Street, 2nd Floor

Chicago, IL 60654

(312) 600-8180

mike@mboothlaw.com

Borton, Jane, Attorney



Chicago, IL 60603

(312) 444-3721

jes16@ntrs.com

Boswell, Jon W., Trust Officer

Fifth Third Bank

222 S. Riverside Plaza - 29th floor

Chicago, IL 60606

(312) 704-4172

jon.boswell@sbcglobal.net

Boyd, James A., Attorney, Trust Officer

RetireRight Partners, LLC

2413 Martindale Dr East

Westchester, IL 60154

(708) 400-4172

retirerightpartnersllc@outlook.com

Boyke, Jenny P., CFP, CPA

Kovitz Investment Group

115 S. LaSalle Street - 27th Floor

Chicago, IL 60603

(312) 334-7316

jboyke@kovitz.com

Bransfield, Thomas D., Attorney

Bransfield & Bransfield, P.C.

135 S. LaSalle Street - Suite 2310

Chicago, IL 60603

(312) 236-5907

tom@bransfield.net

Brathwaite, Christopher, CFP

William Blair

150 N. Riverside Plaza

Chicago, IL 60606

(312) 364-8533

cbrathwaite@williamblair.com

Braun, Joanne,S., Trust Officer, CFP, CTFA

BMO Private Bank

111 W. Monroe Street 3E

Chicago, IL 60603

(312) 461-2600

joanne.braun@bmo.com

Brennan, Olivia S.

Kozusko Harris Vetter Wareh Duncan LLP


Chicago, IL 60601

(312)-589-2416

obrennan@kozlaw.com

Bresnahan, Timothy

Chicago Community Trust

225 N. Michigan Avenue - Suite. 2200

Chicago, IL 60601

(312) 565-2832

tbresnahan@cct.org

Brewin, Katherine S., Attorney, Retired

10559 S. Wood Street

Chicago, IL 60643

(773) 881-4028

katherinebrewin@gmail.com

Guilbeau, Jacquelyn Brick, Trust Officer


50 S. LaSalle Street,B-2

Chicago, IL 60603

(312) 444-3754

jtb3@ntrs.com

Brown, Carolyn J., Attorney, CPA

Carolyn J. Brown, P.C.

155 Harbor Drive - Unit 3312


(312) 861-0363

cjbrown-pc@msn.com

Brynn, Anne E.

Jenner & Block LLP

353 N. Clark St.

Chicago, IL 60654

(312) 840-7528

abrynn@jenner.com

Buccino, Sharon, Attorney

Hoogendorn & Talbot LLP

122 S. Michigan Ave. - Suite 1220

Chicago, IL 60603

312-786-2250

sbuccino@htlaw.com

Buckley, David P., Attorney, CPA

Kelleher & Buckley LLC

102 S. Wynstone Park Drive

N. Barrington, IL 60010

(847) 382-9130

dbuckley@kelleherbuckley.com

Buczkowski, Kenneth, CPA

Plante Moran, PLLC

10 S. Riverside Plaza9th Floor

Chicago, IL 60606

(312) 980-2951

ken.buczkowski@plantemoran.com

Burden, Joseph R., ChFC, CLU

Northwestern Mutual Life

1717 W. Kirby Ave. - #104

Champaign, IL 61821

(312) 615-6247

josephburden1@gmail.com

Butler, William J., Attorney

McDermott, Will & Emery

444 W. Lake

Chicago, IL 60606

(312) 984-7561

wbutler@mwe.com

Butts, David, CLU, CFP

Hawthorn Family Wealth

One North Franklin Street - Suite 2750

Chicago, IL 60606

(312) 338-5229

david.butts@hawthorn.pnc.com

Byrd, James A., CTFA


50 S. LaSalle Street, B-4

Chicago, IL 60603

(312) 444-7934

jab23@ntrs.com

Byrne, Bridget, Attorney

Andersen

71 S Wacker Drive

Chicago, IL 60606

(312) 283-5565

bridget.byrne@andersen.com

Cagan, Brett N., Attorney

Levin Schreder & Carey Ltd.

120 N. LaSalle Street, 38th Floor

Chicago, IL 60602

(312) 332-6300

brett@lsclaw.com

Cahill, James P., CLU

The Cahill Insurance Group, LLC

279 N. Park Blvd. - P.O. Box 2936

Glen Ellyn, IL 60137

(630) 858-0221

jcahill@mbginstitutional.com

16

Cahn, Joel M., CPA

Cahn & Cahn, Ltd.

Certified Public Accountants

134 N. La Salle Street, Suite 1520

Chicago, IL 60602

(312) 263-2298

mgtcomput@aol.com

Calahan, Michael, CPA

Plante Moran

10 S. Riverside Plaza Suite 900

Chicago, IL 60606

(312) 980-2996

michael.calahan@plantemoran.com

Calderon, Josephine, Trust Officer

Devon Bank

6445 N. Western Avenue

Chicago, IL 60645

(773) 423-2516

jcalderon@devonbank.com

Callahan, Laura M., Attorney

Dykema Gossett


Chicago, IL 60606

(312) 876-1700

lcallahan@dykema.com

Campbell, Richard A., Attorney

Mayer Brown LLP

71 S. Wacker Drive

Chicago, IL 60606

(312) 701-7111

rcampbell@mayerbrown.com

Canerday, Michelle R., Attorney

Katten Muchin Rosenman LLP

525 W. Monroe St.

Chicago, IL 60661

(312) 902-5515

michelle.canerday@kattenlaw.com

Carlisle, Stephanie, CFP, CPA

Graystone Morgan Stanley


Chicago, IL 60605

(312) 706-4131

stephanie.carlisle@msgraystone.com

Carr, Walter S., Attorney

227 E. Delaware Pl. Apt. 4C

Chicago, IL 60611

(773) 528-5454

walterscarr@hotmail.com

Carroll, Clement J., Attorney, CPA

Clement J. Carroll & Associates, LLC


Chicago, IL 60603

(312) 629-5405

cjc.law@att.net

Carroll, Timothy G., Attorney

Harrison & Held LLP

333 W. Wacker Dr. - Suite 1700

Chicago, IL 60606

(312) 214-9003

tcarroll@carrollwall.com

Carter, Brian

Plante Moran

10 S. Riverside Plaza - Suite 900

Chicago, IL 60606

(312) 980-2994

brian.carter@plantemoran.com

Casey, James A., Attorney, CPA

Mayer Brown LLP

71 S. Wacker Drive


(312) 701-8670

jcasey@mayerbrown.com

Casey, John J., Attorney

Duggan Bertsch

303 W. Madison Street - Suite 1000

Chicago, IL 60606

(312) 263-8600

jcasey@dugganbertsch.com

Cass, Neil E., Attorney, CPA

Duane Morris LLP

190 LaSalle Street, Suite 3700

Chicago, IL 60603

(312) 499-0113

necass@duanemorris.com

Cederstrom, Carole, CFP, CPA

Andersen


Chicago, IL 60606

(312) 239-6120

carole.cederstrom@andersen.com

Chang, Sarah, Attorney

Thompson Coburn LLP

55 E Monroe Street - 37th Floor

Chicago, IL 60603

(312) 580-5047

schang@thompsoncoburn.com

Charnes, Seth G., CPA

Seth G. Charnes CPA

1954 1st St. - # 108

Highland Park, IL 60035-3104

(847) 748-2011

seth@sgccpa.net

Chin, Vivian L., CTFA



Chicago, IL 60603

(312) 444-4721

VSL1@ntrs.com

Clark, Laura J., CFA

Oxford Financial Group, Ltd.

980 N. Michigan Avenue, Suite 1500

Chicago, IL 60611

(312) 202-6483

lclark@ofgltd.com

Cloch, Sandi, Attorney, Trust Officer

Northern Trust

50 S. LaSalle

Chicago, IL 60603

(312) 444-3188

src8@ntrs.com

Cloud, Jared R., Attorney



Chicago, IL 60606

(312) 984-6488

jcloud@mwe.com

Cohen, Andrea, CFP

Kovitz Investment Group, LLC

3200 N. Lake Shore Drive - Apt 1206

Chicago, IL 60657

(773)750-7810

cohenandrea@outlook.com

Cohen, Howard M., Attorney

Cohen Rosenson & Zuckerman, LLC

111 E. Wacker Drive, Suite 2620

Chicago, IL 60601

(312) 552-8100

hcohen@crzlegal.com

Cohn, Richard, Attorney

105 W. Madison Street, #401

Chicago, IL 60602

(312) 726-2325

rick@richardcohn.net

Cole, Deborah B., Attorney

Hoogendoorn & Talbot LLP

122 S. Michigan Avenue, Suite 1220


(312) 786-2250

dcole@htlaw.com

Correa, Mario

Correa Law

6200 N. Hiawatha - Suite 625

Chicago, IL 60646

(773) 489-8500

mario@correalaw.com

Courtney, Thomas F., Attorney

Thomas F. Courtney & Associates, P.C.

7000 W. 127th Street

Palos Heights, IL 60463

(708) 448-4400

thomascourtneysr@thomasfcourtney.com

Coutre, Jessica L., Attorney

Freeborn & Peters LLP

311 S. Wacker Drive - Suite. 3000

Chicago, IL 60606

(312) 360-6475

Jcoutre@freeborn.com

Crossett, David S., Attorney

Chapman & Cutler

111 West Monroe Street


(312) 845-3011

crossett@chapman.com

Cunningham, Jeanine M., Attorney

Jeanine M. Cunningham LLC

1415 W. 55th Street, Suite 101

LaGrange, IL 60525

(708) 352-1741

jeanine@jeaninecunninghamlaw.com

17

Czerwinski, Jennifer, Trust Officer

The Chicago Trust Company, N.A.

720 12th Street

Wilmette, IL 60091

(847) 853-2093

jczerwinski@wintrustwealth.com

Czupta, Thomas J., ASA

Stout Risius Ross, LLC

One S. Wacker Drive - 38th Floor

Chicago, IL 60606

(312) 763-6629

tczupta@stoutadvisory.com

Damerow, Adam M., Attorney

Katten Muchin Rosenman LLP

525 W. Monroe Street

Chicago, IL 60661

(312) 902-5250

adam.damerow@kattenlaw.com

D’Amico, Michelle


50 S. LaSalle StreetB-6

Chicago, IL 60603

(312) 444-5778

mb13@ntrs.com

Danziger, Greg, Trust Officer

Wells Fargo Wealth Management

400 N. Skokie Blvd. - Suite. 510


(224) 306-5107

greg.danziger@wellsfargo.com

Date, Winifred H., Attorney, CTFA

P.O. Box 650

Lake Forest, IL 60045

(847) 331-8735

wdhayes1@comcast.net

De Vault, Sharon., Attorney

Williams Baerson

One N. LaSalle Street - Suite 1350

Chicago, IL 60602

(312) 629-9020

sharon@wb-legal.com

Deaton, Rebecca, CFP

Brownson, Rehmus & Foxworth Inc.

701 S. Wells Street, Suite 3103

Chicago, IL 60606

(312) 346-4735

rdeaton@brfinc.com

Decker, Sylvia, Attorney

60 E. Monroe Street - Unit 4706

Chicago, IL 60603

sylviaodecker@gmail.com

DeClark, Gary

Valbridge/Chicago Metro

566 W. Lake Street - Suite 240

Chicago, IL 60661

(312) 233-8672

gdeclark@valbridge.com

Deering, Michael A., CPA

Mowery & Schoenfeld, LLC

475 Half Day Road, Suite, 500

Lincolnshire, IL 60069

(847) 281-3299

mdeering@msllc.com

Demeros, Georgia L., Attorney, CPA

Thompson Coburn LLP

55 E. Monroe St.


(312) 580-2303

gdemeros@thompsoncoburn.com

DeVries, Melissa H.


122 S. Michigan Avenue - Suite 1220

Chicago, IL 60603

(312) 786-2250

mdevries@htlaw.com

Di Christofano, Mary D., CFP

Graystone Morgan Stanley


Chicago, IL 60606

(312) 453-9186

mary.dichristofano@msgraystone.com

Dickerson, Anne E.

Gould & Ratner LLP


Chicago, IL 60601

(312) 899-1864

adickerson@gouldratner.com

Diedrich, Michael, Attorney

Taft Stettinius & Hollister LLP

111 E Wacker Drive - Suite 2800

Chicago, IL 60601

(312) 840-4315

mdiedrich@taftlaw.com

Dobben, Brian L., Attorney

Dobben Law LLC

55 E. Monroe St. - Suite 3800


(312) 265-2015

brian@dobbenlaw.com

Dobrusin, Charles E., Attorney

Charles E. Dobrusin & Associates Ltd.

104 S. Michigan Avenue, Suite 1000


(312) 436-1202

cdobrusin@dobrusinlaw.com

Dolgin, Jay L., Attorney

Dolgin Law Group, LLC

30 North LaSalle Street - Suite 2610


(312) 705-2000

jdolgin@dolginlawgroup.com

Donoso, Melissa, CPA, CSEP

Baker Tilly

205 N. Michigan Ave. - #2800

Chicago, IL 60601

(312) 729-8031

melissa.donoso@bakertilly.com

Douglas, George E., Trust Officer

215 N. Birch Road - Apt. A9

Ft. Lauderdale, IL 33304

(954) 527-1101

ged1440@aol.com

Doyle, William, Attorney

Winston & Strawn


Chicago, IL 60601

(312) 558-5898

bdoyle@winston.com

Dreifuss, Juli, Attorney

Much Shelist



(3120 521-2612

jdreifuss@muchlaw.com

Drendel, Andrew W., Trust Officer

Byline Bank

820 Church Street - Fl 1

Evanston, IL 60201

(847) 779-8337

adrendel@bylinebank.com

Dunneback, James F., Attorney

James F. Dunneback, P.C.

14475 John Humphrey Drive - Suite 200

Orland Park, IL 60462

(708) 349-0000

jdunneback@dunnebacklaw.com

Durkin, Michael J., Attorney, CPA

Pedersen & Houpt

161 N. Clark Street - Suite 2700

Chicago, IL 60601

(312) 261-2130

mdurkin@pedersenhoupt.com

Dwyer, Thomas J., CPA, Attorney

Thomas J. Dwyer & Associates, LLC

400 Lathrop Avenue

River Forest, IL 60305

(312) 786-5964

tjd-jr@tjdweyerlaw.com

Dyner, Morris, Attorney

Fischel & Kahn, Ltd.



(312) 726-0440

mdyner@fischelkahn.com

Edelson, Zisl, Attorney

Edelson Law, LLC

8401 Crawford, Suite 104

Skokie, IL 60076

(847) 410-9131

zisl@edelsonlawllc.com

Edmonson, Tabitha, Attorney


50 S. LaSalle St. - B2

Chicago, IL 60603

(312) 557-9437

tle5@ntrs.com

18

Elliott, Maximillienne, Attorney

The Law Offices of Max Elliott

500 N. Michigan Ave. - #600

Chicago, IL 60611

(312) 396-4053

melliott@maxelliottlaw.com

Ellithorpe, Jeffrey A., CPWA



Chicago, IL 60675

(312) 444-5743

jae4@ntrs.com

Embery, Andrew, CFP, CPWA, CRPC, CAIA

Morgan Stanley Smith Barney


Chicago, IL 60606

(312) 648-3452

andrew.n.embery@ms.com

Emery, Joan E., Attorney

Law Office of Joan Emery

1701 East Lake Avenue - Suite 235

Glenview, IL 60025-2088

(847) 602-6814

jemery@emery-law.com

Engel, Beth, Attorney

Wells Fargo Private Bank

10 W. Wacker Drive, 28th floor

Chicago, IL 60606

(312) 592-5644

beth.engel@wellsfargo.com

Ephraim, David M., Attorney, CFP

Ephraim & Associates, P.C.

108 W. Grand Avenue


(312) 321-9700

david@ephraim.com

Evans, Roberta G., Attorney

Rothman Law Group


Chicago, IL 60603

(312) 578-0900

roberta@rothmanlaw.com

Evans, Shanise A., Attorney




(224) 306-5122

Shanise.a.evans@wellsfargo.com

Ewald, Marcus A., CFA, ASA

Stout Risius Ross, LLC

One S. Wacker Drive - 38th Floor

Chicago, IL 60606

(312) 752-3346

mewald@stout.com

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Fasano, Nancy A., Attorney, Trust Officer

JPMorgan, Private Bank

10 S. Dearborn, Floor 8

Mail Code IL1-0104


(312) 732-6410

nancy.a.fasano@jpmorgan.com

Fata, Frances A., Attorney, Trust Officer

Fifth Third Private Bank

6111 N. River Road

Rosemont, IL 60018

(847) 653-2137

Frances.Fata@53.com

Fay, Thomas, ChFC, CLU

Stone Point Financial Group


Chicago, IL 60606

(312) 445-9400

tfay@stonepointfg.com

Feldman, Stephanie, Trust Officer, CFP

Mesirow Financial

353 N. Clark St.

Chicago, IL 60654

(312) 595-6347

stephaniefeldman@mesirowfinancial.com

Felix, Daniel P., Attorney

The Professional Trustee

707 Osterman #83

Deerfield, IL 60015

(847) 444-0251

DanFelix@The-Professional-Trustee.com

Felsenthal, Steven, Attorney

Sugar Felsenthal Grais & Helsinger LLP


Chicago, IL 60602

(312) 704-2180

sfelsenthal@sfgh.com

Finkelstein, Barry L., ChFC, CLU, CFP,

MSFS

New York Life Insurance


Deerfield, IL 60015

(847) 317-8711

bfinkelstein@ft.newyorklife.com

Fischer, Mary Katherine, CFP, CPA, PFS,

Northern Trust

One Oakbrook Terrace

Oakbrook Terrace, IL 60181

(630) 932-6734

KF93@ntrs.com

Fitzgibbon, Timothy Michael, Finkelstein

Attorney, Trust Officer, CTFA

1301 S. Western Avenue

Park Ridge, IL 60068

(312) 718-0766

tmfitz00@gmail.com

Floss, Christopher M.


122 S. Michigan Avenue - Suite. 1220

Chicago, IL 60603

(312) 786-2250

cfloss@htlaw.com

Foley, Daniel J., Trust Officer

Royal Bank of Canada


Chicago, IL 60606

(312) 559-5493

dan.foley@rbc.com

Foltman, Cynthia A., Trust Officer

The Northern Trust Co.

50 North LaSalle St.

Chicago, IL 60675

(312) 444-3465

caf@ntrs.com

Frank, Mary Anne

Fuechtman, David C., Attorney

Drost Kivlahan McMahon & O’Connor, LLC Miami Corporation

11 S. Dunton Avenue


Arlington Heights, IL 60005

Chicago, IL 60611

(847) 577-2227

(312) 644-6720

mfrank@dkmolaw.com

dfuechtman@miami-corp.com

Franks-Straus Nancy, Attorney, CFP, CPA

Golan Christie Taglia LLP


Chicago, IL 60602

(312) 696-1368

nfstraus@gct.law

Frattura, Elizabeth J., CFP

Morgan Stanley


Chicago, IL 60606

(312) 419-3409

elizabeth.frattura@ms.com

Frazer, Quin R., Attorney

Dinker Biddle & Reath LLP

191 N. Wacker Drive - 37th Floor


(312) 569-1342

quin.frazer@dbr.com

Freeburg, Mary E.

Northern Trust

62 Green Bay Road

Winnetka, IL 60093

(847) 441-1232

mef8@ntrs.com

Friedberg, Michael R., Attorney

Harrison & Held LLP

333 W. Wacker - Suite 1700

Chicago, IL 60606

(312) 540-4990

mfriedberg@harrisonheld.com

Friedman, Elliott M., CPA

Friedman & Huey Associates LLP


Homewood, IL 60430

(708) 799-6800 Ext. 115

elliott@fhassoc.com

20

Friedman, Jeanine, Attorney

Jeanine Friedman PC

1001 Green Bay Road - Suite 183

Winnetka, IL 60093

(847) 648-1739

jeanine@chicago-estate-planning.com

Friedman, Roselyn L., Attorney

Roselyn Friedman Mediation Services


Chicago, IL 60611

(312) 259-2599

roselyn.friedman@rfmediation.com

Frost, Stephen A., Attorney

Huck Bouma PC

1755 South Naperville Road - Suite 200

Wheaton, IL 60189

(630) 344-0845

sfrost@huckbouma.com

Fuller, William R., Trust Officer


50 South LaSalle Street, B-4

Chicago, IL 60675

(312) 557-1283

wrf@ntrs.com

Funkhouser, James B., Attorney, Trust

Officer


10 S. Wacker - Suite 2700

Chicago, IL 60606

(312) 592-5654

james.b.funkhouser@wellsfargo.com

Galco, James S., Attorney

U.S. Bank Wealth Management Group

U.S. Bank Building


Chicago, IL 60603

(312) 325-2051

james.galco@usbank.com

Gargula, Carl G., Attorney

1050 Cherokee Road

Wilmette, IL 60091

(312) 446-6659

carlgargula@gmail.com

Garlovsky, Elizabeth A., Attorney

Lesser Lutrey Pasquesi & Howe LLP

191 E. Deerpath - Suite 300


(847) 295-8800

garlovsky@llphlegal.com

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Garlow, Kathryn H., Attorney, CPA

Shepard Schwartz & Harris LLP


Chicago, IL 60606

(312) 726-8353

kgarlow@ssh-cpa.com

Gest, Larissa

Duggan Bertsch, LLC

303 W. Madison - Suite 1000

Chicago, IL 60606

(312) 263-8600

lgest@dugganbertsch.com

Goepfert, Paige, CPA

Andersen Tax LLC


Chicago, IL 60606

(312) 283-5547

paige.goepfert@andersentax.com

Garro, Robert K., Attorney

4531 N. Seminole

Glenview, IL 60026

(847) 657-7405

rgtaos@sbcglobal.net

Garvey, Nora J., CFP

U.S. Bank, Private Wealth Management


Chicago, IL 60603

(312) 325-2306

Garvy, Tony, CPA, ASA, ABV, CVA

Corporate Valuation Services, Inc.


Chicago, IL 60606

(312) 324-0376

tgarvy@corporatevaluationservices.com

Gauron, Afton L., Attorney

Hamilton Thies & Lorch LLP


Chicago, IL 60606

(312) 650-8668

gauron@htl-law.com

Gelman, Andrew R., Attorney

Holland & Knight LLP

150 N .Riverside Plaza - Suite 2700

Chicago, IL 60606

(312) 715-5718

andy.gelman@hklaw.com

Georgevich, Margaret M.G., Attorney

Yudell and Lonoff

400 Central - Suite 110

Northfield, IL 60093

(847) 441-9500

mmg@yudellandlonoff.com

Gerding, Daniel,L., CLU

BMO Private Bank

111 West Monroe Street - 3E

Chicago, IL 60603

(312) 293-5390

dan.gerding@bmo.com

Gertenrich, Alan J., Attorney

1255 North Sandburg Terrace #2906


(312) 751-0032

alanchicago@rcn.com

Gertz, Theodore G., Attorney

Harrison & Held LLP


Chicago, IL 60601

(312) 753-6164

tgertz@harrisonheld.com

Getz, Allison, CTFA

Wells Fargo Bank


Chicago, IL 60606

(312) 592-5629

allison.getz@wellsfargo.com

Gilson, Steven S., CPA



Homewood, IL 60430

(708) 799-6800

sgilson@fhassoc.com

Gleason, Jay, Attorney

Morgan Stanley


Chicago, IL 60606

(312) 827-6799

Jay.Gleason@morganstanley.com

Glick, Andrew M., Attorney, Trust Officer, CFP



Chicago, IL 60675

(312) 557-3347

amg3@ntrs.com

Glick, Marvin H., Attorney

Glick and Trostin LLC


Chicago, IL 60604

(312) 346-8258

mglick@glick-law.com

Glickman, Jeffrey D., Attorney, CPA

Katten Muchin Roseman LLP

525 W. Monroe St

Chicago, IL 60681

(312) 902-5227

jeffrey.glickman@kattenlaw.com

Go Ashbee, Hannah, Attorney

U.S. Trust, Bank of America Private Wealth

Management

135 S. LaSalle Street - IL4-135-12-09

Chicago, IL 60603

(312) 521-4307

Hannah.ashbee@bofa.com

Godbout, James M., CFP, ASA

Clifton Larson Allen LLP

200 West Madison Street - Suite 2240

Chicago, IL 60607

(630) 368-3646

jim.godbout@claconnect.com

Goering, Barbra, Attorney

65 E. Monroe Street - Unit 4323

Chicago, IL 60603

(312) 263-1071

bgoering@me.com

Goldstein, Allan, ChFC, CFP, TEP, RHU

The Insurance Design Center, LLC


Deerfield, IL 60015

(847) 272-2500

agoldstein@idcllc.com

Goldstein, Asha T., CFP

Vivaldi Capital Management

225 W. Wacker - Suite 2100

Chicago, IL 60606

(312) 924-0173

agoldstein@vivaldicap.com

Goldstein, Kenneth A., Attorney, CPA

Horwood, Marcus & Berk, Chtd.


Chicago, IL 60661

(312) 606-3200

kgoldstein@hmblaw.com

Goodman, H. Barry., CPA

SVA Value Accelerators LLC

20 N. Clark St.

Chicago, IL 60602

(312) 626-1820

barry@buildvaluetoday.com

Goodman, Lawrence S., Attorney

Levun, Goodman & Cohen LLP



(847) 509-7700

lsgoodman@lgclaw.com

Goodrich, James H., Attorney, Trust Officer

Goldman Sachs


Chicago, IL 60606

(312) 655-4641

jim.goodrich@gs.com

Gordon, Margot, Attorney

Monahan Law Group, LLC

55 W. Monroe Street-#3700

Chicago, IL 60603

(312) 419-0252

mgordon@monhanlawllc.com

Gottesman, Donald, Attorney



Chicago, IL 60601

(312) 616-6141

dgottesman@cct.org

22

Hindman Auctions has been a trusted partner of estate professionals in Chicago for over 35 years.

We regularly prepare formal, written appraisals for estate valuation, estate planning, charitable

contribution and gift tax purposes in accordance with IRS and USPAP guidelines.

THE ADVENTURE & EXPLORATION LIBRARY OF

STEVE FOSSETT

Chicago, Illinois | Carmel, California

CONTACT OUR TRUSTS AND ESTATES DEPARTMENT

Molly Gron, Director of Trust and Estates

312.334.4235 | mollygron@hindmanauctions.com

CHICAGO | ATLANTA | DENVER | MILWAUKEE | NAPLES | PALM BEACH | SAN DIEGO | SCOTTSDALE | ST. LOUIS | WASHINGTON, D.C.

Gottlieb, Jeffrey R., Attorney

Law Offices of Jeffrey R. Gottlieb LLC

616 N. North Court - Suite 160

Palatine, IL 60067

(847) 991-2250

jeff@illinoisestateplan.com

Grabavoy, Marie, Attorney, Trust Officer,

CTFA,

J.P Morgan Private Bank

10 S. Dearborn Street - Suite. 10

Chicago, IL 60603

(312) 732-7260

marie.grabavoy@jpmorgan.com

Graber, Jonathan, Attorney

Drinker Biddle & Reath

191 N. Upper Wacker Drive - Suite 3700

Chicago, IL 60606

(312) 569-1352

Jonathan.graber@dbr.com

Grams, Karla, CFP

Briar Hall LLC


Chicago, IL 60606

(312) 676-0326

kgrams@briarhall.com

Gray, Gina, Forgianni, Attorney

Northern Trust

50 South La Salle Street, M-9

Chicago, IL 60603

(312) 444-7180

gfg3@ntrs.com

Grayson, Barbara., Attorney

Jenner & Block LLP


Chicago, IL 60654

(312) 840-7477

bgrayson@jenner.com

Green, Kevin, Attorney, CFP, CIMA, CPA

Morgan Stanley

111 S. Pfingsten Road - Suite 200

Deerfield, IL 60015

(847) 480-5465

kevin.h.green@morganstanley.com

Greenblatt, Philip J., Attorney, CPA

Philip Greenblatt & Associates

1955 Raymond Drive - Suite 111

Northbrook, IL 60062-6730

(847) 205-9666

taxlaws18@aol.com

Griffin, Gabrielle, CPWA

Capital Group Private Client Services

444 W. Lake Street - Suite 4600

Chicago, IL 60606

(312) 855-1166

ggriffin@familyoffice.com

Griffin, Marguerite H., Attorney



Chicago, IL 60675

(312) 630-0677

mg38@ntrs.com

Griffioen, William, Trust Officer, CFP

Elite Focus Private Wealth

360 W. Hubbard St., Apt 3702

Chicago, IL 60654

(708) 250-6955

billgriff21@gmail.com

Griman, Amy, Attorney

BMO Wealth Management

111 W. Monroe 12W

Chicago, IL 60603

312 461-7736

Grossman, Jonathan, Attorney,Trust Officer,

CTFA,

Plante Moran Trust

10 S. Riverside Plaza, 9th Floor

Chicago, IL 60606

(312) 602-3632

jonathan.grossman@plantemoran.com

Gunn, Alan M., MBA

Financial Solutions Advisory Group

8700 W. Bryn Mawr Avenue

Chicago, IL 60622

(773) 336-3491

amg@fsadvisorygroup.com

Hagnell, Karen A., Attorney, CPA

Hagnell Law Offices LLC


Chicago, IL 60603

(312) 445-0545

hagnell@hagnell-law.com

Halstuk Mangoubi, Rachael, CFP

Altair Advisers

303 W. Madison St. - Suite 600

Chicago, IL 60606

(312) 429-3022

rmangoubi@altairadvisers.com

Hamilton, Robert E., Attorney



Chicago, IL 60606

(312) 650-8625

hamilton@htl-law.com

Handler, David A., Attorney

Kirkland & Ellis LLP

300 N. LaSalle Street

Chicago, IL 60654

(312) 862-2477

david.handler@kirkland.com

Hanson, David L., Attorney

1120 Keystone Avenue

River Forest, IL 60305-1326

(708) 771-8069

davidhanson1849@gmail.com

24

Harriman, Luke

Much Shelist, P.C.


Chicago, IL 60606

(312) 521-2613

lharriman@muchlaw.com

Harrington, Carol A., Attorney

McDermott, Will & Emery

444 W. Lake Street

Chicago, IL 60606

(312) 984-7794

charrington@mwe.com

Harrington, Carrie, Attorney

Levenfeld Pearlstein, LLC


Chicago, IL 60602

(312) 476-7553

charrington@lplegal.com

Harris, Kevin M., CFP, CPA

Northern Trust


Chicago, IL 60603

(312) 630-6255

kh73@ntrs.com

Harris, MJ., Attorney, CFP

Briar Hall LLC


Chicago, IL 60606

(312) 676-0324

mharris@briarhall.com

Harris, Ricki B., Attorney

Collection Strategies LLC

3649 W. Cornelia A

Chicago, IL 60618

(773) 972-3443

harrisricki514@gmail.com

Harrison, Louis S., Attorney

Harrison & Held LLP



(312) 332-1111

lharrison@harrisonheld.com

Harter, Leigh, ChFC, CFP



Chicago, IL 60661

(312) 630-0859

leigh.harter@nfp.com

Hartl, Donna F., Attorney, CPA

Golan & Christie LLP



(312) 263-2300

dfhartl@gct.law

Hartman, Ilona, Ann, CPA

Ilona Ann Hartman, C.P.A.

5055 Madison Street - Suite 310

Skokie, IL 60077

(847) 410-7460

ilonacpa@sbcglobal.net

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can be confident they will receive the highest level of

service and our expertise in assisting in achieving their

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We’re a chartered trust company specializing

in all areas of trust and estate administration.

Jonathan Grossman, J.D., L.L.M., CTFA ® | Trust Officer

jonathan.grossman@plantemoran.com | 312-602-3632

plantemoran.com/wealthmanagement

Plante Moran Trust

10 S. Riverside Plaza, 9th Floor | Chicago, IL 60606

Hartzler, Shannon, Attorney

Levenfeld Pearlstein


Chicago, IL 60602

(312) 476-7581

shartzler@lplegal.com

Haseman, Danielle, Attorney

FGMK, LLC

2801 Lakeside Drive - FL 3

Bannockburn, IL 60015

(224) 433-0834

danielle.haseman@gmail.com

Hasten, Andrea O., Attorney

3750 N Lake Shore Drive, Apt. 7E

Chicago, IL 60613

(773) 612-5111

hasten.andrea61@gmail.com

Haugh, James W., Attorney, CPA

American Capital L.L.C.

7 Tartan Lakes Circle

Westmont, IL 60559

(312) 415-1857

jwhamcap@gmail.com

Hayes, John J., Attorney, CPA

Pedersen & Houpt

161 N. Clark Street, Suite 2700


(312) 261-2121

jhayes@pedersenhoupt.com

Hayes, Thomas W., Attorney

Fuchs & Roselli, Ltd.

200 S. Wacker, Suite 600

Chicago, IL 60606

(312) 651-2400

thayes@frltd.com

Held, Robert S., Attorney

Harrison & Held


Chicago, IL 60606

(312) 332-1111

rheld@harrisonheld.com

Hellige, James R., Attorney

Foley & Lardner LLP

321 N. Clark St., Suite 2800

Chicago, IL 60654

(312) 832-4550

jhellige@foley.com

Hendricks, Grant, Attorney

Horwood Marcus & Berk Chartered


Chicago, IL 60661

(312) 242-3300

ghendricks@hmblaw.com

Hendricks, Julie., Attorney

BMO FinancialGroup

111 West Monroe - 19th Floor

Chicago, IL 60603

(312) 461-2592

Julie.Hendricks@bmo.com

Hendrickson, Steven B., Trust Officer


50 S. La Salle Street


(312) 444-3772

sbh1@ntrs.com

Heriaud, Neal, Attorney

Heriaud & Genin, Ltd.


Chicago, IL 60603

(312) 616-1805

nh@hgtrustlaw.com

Herman, Laurence E., Attorney, ChFC,

CLU, CPA

Herman Agency, Inc.

715 Enterprise Drive

Oak Brook, IL 60523-1907

(630) 571-2217

larry.herman@hermanagency.com

Hermann, Michelle M.

CIBC Private Wealth Management

181 W. Madison, Suite 3575

Chicago, IL 60602

(312) 422-0473

michelle.hermann@cibc.com

Herpe, David A., Attorney


444 West Lake Street

Chicago, IL 60606

(312) 984-7656

dherpe@mwe.com

Herte, Thayer J., Attorney, CTFA



Chicago, IL 60603

(312) 444-5007

tjh10@ntrs.com

Herting, Claireen L., Attorney, CPA

Specialized Tax Consulting

618 Edgemont Lane


(847) 698-3162

clhert@sbcglobal.net

Hibben, Carl, CFP


111 W. Monroe Street, Floor 3B

Chicago, IL 60603

(312) 461-3756

carl.hibben@bmo.com

Hickey, Mary Lynne, CFP, CPA

Morgan Stanley

227 W. Monroe - Suite 3400

Chicago, IL 60606

(312) 648-3488

mary.lynne.hickey@morganstanley.com

Hirsch, Austin L., Attorney

Reed Smith LLP

10 S. Wacker Drive


(312) 207-6467

ahirsch@reedsmith.com

Hirschberg, Gary, Attorney

Aaron Wealth Advisors

515 N. State St, Suite 1025

Chicago, IL 60654

(312) 506-5777

ghirschberg@aaronwealth.com

Hirschey, David B., Attorney

1133 N. Dearborn Street - Apt. 2906

Chicago, IL 60610

(312) 643-2939

david.hirschey.jd@rcn.com

Hofmann, William E., Attorney

19142 Center Avenue

Homewood, IL 60430

(708) 798-7548

whofmann-law@comcast.net

Holan, David H., CFP

Ameriprise Financial Services Inc.


Chicago, IL 60606

(312) 706-6859

david.h.holan@ampf.com

Holl, Thomas E., ASA

Business Valuation Group, Inc.

400 N. LaSalle Street

Chicago, IL 60654

(312) 595-1900

tholl@bvgi.net

Holmes, Ryan, Attorney

Clark Hill PLC

130 E. Randolph - Suite 3900

Chicago, IL 60601

(312) 985-5918

rholmes@clarkhill.com

Holt, Robert W., Attorney, CTFA

William Blair, LLC

150 North Riverside Plaza - 37th Floor

Chicago, IL 60606

(312) 364-8994

rholt@williamblair.com

Hoogendoorn, Case, Attorney


122 South Michigan Avenue - Suite 1220

Chicago, IL 60603

(312) 786-2250

choogendoorn@htlaw.com

Hoopingarner, Kirk A., Attorney

Quarles & Brady LLP



(312) 715-5251

kirk.hoopingarner@quarles.com

26

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Horwich, Lawrence A., CPA

Wipfli LLP

1 N. Wacker Drive Suite 1700

Chicago, IL 60606

(312) 341-0100

lhorwich@wipfli.com

Horwood, Richard M., Attorney

Horwood Marcus & Berk, Chartered


Chicago, IL 60661

(312) 606-3200

rhorwood@hmblaw.com

Hoste, Paula A.

CIBC


Chicago, IL 60602

(312) 564-1692

paula.hoste@cibc.com

Hotchkiss, James A., Trust Officer




(312) 444-3792

jh50@ntrs.com

Howe, Jennifer J., Attorney


191 E. Deerpath, Suite 300


(847) 295-8800

howe@llmhlegal.com

Hueffner, Steven A., CPA

Topel Forman L.L.C.


Chicago, IL 60611

(312) 239-2540

shueffner@topelforman.com

Huesing, Michael A., CFP, CPA

Deloitte Tax LLP

111 S. Wacker Drive


(312) 486-9823

mhuesing@deloitte.com

Huey, Bruce E., CPA



Homewood, IL 60430

(708) 799-6800

bhuey@fhassoc.com

Huhnke, Michelle, Attorney

Sugar Felsenthal Grais & Hammer LLP

30 N. LaSalle Street, Suite 3000

Chicago, IL 60602

(312) 704-2779

mhuhnke@sfgh.com

Hurley, Annette B., Attorney

Hurley Law Office, LLC

1000 Skokie Blvd.Suite 450B

Wilmette, IL 60091

847.420.4730

ahurley@hurleylawllc.com

Hutchens, Helen B., CPA

Miami Corporation


Chicago, IL 60611

(312) 644-6720

hhutchens@miami-corp.com

Hutchinson, Charles, Attorney

The Law Offfices of

Charles E. Hutchinson Esq

607 9th Street

Wilmette, IL 60091

(312) 259-0672

charles@charleshutchinsonlaw.com

Hyman, Laurence E., ChFC, CLU, CPCU

The Lubin-Bergman Organization, Inc.

5 Revere Drive, #370


(847) 673-4900

lhyman@lboorg.com

Iskalis, Thomas C., Attorney,Trust Officer,

CFP

Northern Trust Company


Chicago, IL 60603

(312) 557-3017

ti4@ntrs.com

Ivers, John T., Trust Officer, CTFA


50 S. LaSalle Street - IL-CD-BB-02

Chicago, IL 60603

(312) 444-3897

jti1@ntrs.com

Jackson, Jonathan R.

Northern Trust

50 S LaSalle St. - B-6

Chicago, IL 60603

(312) 444-4705

jj223@ntrs.com

Jackson, Alexander R., CFP, CPA

Morgan Stanley


Chicago, IL 60606

312-648-3507

alex.jackson@morganstanley.com

Jacobs, John F., Attorney

BMO Harris Bank N.A.


Chicago, IL 60603

(312) 461-2613

johnf.jacobs@bmo.com

Jahns, Fred H., CPA, ASA

Brookwood Vance, LLC

1320 Tower Road


(630) 582-6610

fjahns@brookwoodvance.com

28

Jamieson, Edward, CLU

Jamieson Financial Services

1 Northfield Plaza - Suite 430

Winnetka, IL 60093

(847) 441-4200

ejamieson@jamiesonfs.com

Jefson, Thomas A., Attorney

Robbins, Salomon & Patt, LTD.


Chicago, IL 60601

(312) 782-9000

tjefson@rsplaw.com

Jenson, Benetta P., Attorney

J.P. Morgan

21 S. Clark Street, 42nd Floor

Chicago, IL 60603

(312) 732-3447

benetta.p.jenson@jpmorgan.com

Johnson, Gordon, CPA

Brookweiner L.L.C.



(312) 629-0900

gjohnson@brookweiner.com

Johnson, Joseph C., Attorney

1200 Shermer Road - Suite 212

Northbrook, IL 60062-4540

(847) 564-8330

jjohn0917@aol.com

Johnson Ware, Jenny, Attorney

Johnson Moore LLc

150 N Upper Wacker Drive - Suite 1250

Chicago, IL 60606

(312) 549-9990

Jenny.johnson@jmtaxlitigation.com

Jolivette, David J., Attorney

Husch Blackwell LLP

120 S. Riverside Plaza - Suite 2150

Chicago, IL 60606

(312) 662-4652

david.jolivette@huschblackwell.com

Jones, Brian K., Attorney

Harrison & Held LLP


Chicago, IL 60606

(312) 606-2698

bjones@harrisonheld.com

Jonynas, Kate

Kovitz Investment Group, LLC

115 S. LaSalle Street, 27th Fl

Chicago, IL 60603

(312) 334-7309

kjonynas@kovitz.com

Juhant, Rebecca A., CFP

Bernstein Private Wealth Management

227 West Monroe Street, Suite 5900

Chicago, IL 60606

(312) 696-7818

rebecca.juhant@bernstein.com

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Justak, Mel M., Attorney

Reed Smith LLP

10 S. Wacker Drive Suite 4000


(312) 207-6518

mjustak@reedsmith.com

Kadus, Marybeth

BMO Harris

111 W. Monroe

Chicago, IL 60603

(312) 461-5276

marybeth.kadus@bmo.com

Kamin, Kim, Attorney

Gresham Partners, LLC


Chicago, IL 60606

(312) 960-0230

kkamin@greshampartners.com

Kane, Catherine M., ChFC, CPA, CTFA

Clifton Larson Allen LLP

1301 W. 22nd Street, Suite 1100

Oak Brook, IL 60523

(630) 368-3633

cathy.kane@claconnect.com

Kaplan, Allan, ChFC, CLU, CPA

New Century Planners, LLC

8833 Gross Point Road #200

Skokie, IL 60077

847-933-4223

allan@rfginsure.com

Kaplan, Ethel R., Attorney, Trust Officer

Wintrust Wealth Management


Chicago, IL 60604

(312) 431-6599

ekaplan@wintrustwealth.com

Kebby, Lisa, Trust Officer



Chicago, IL 60675

(312) 557-8817

ldg@ntrs.com

Kelly, Maureen J., Attorney

Law Offices of Kelly Kelly & Kelly LLC

77 W. Washington Street - Suite 1405

Chicago, IL 60602

(312) 236-8386

maureenjkelly@3kellyslaw.com

Kennedy, Kathryn, Attorney, CFP

Cerity Partners, LLC


Chicago, IL 60606

(312) 715-3808

kkennedy@ceritypartners.com

Kern, Alexandra

Heritage Auctions

215 W. Ohio St.

Chicago, IL 60654

(312) 260-7233

alexandrak@ha.com

Kern, Lawrence, Attorney

Winston & Strawn LLP

35 W. Wacker Drive - 41st Floor

Chicago, IL 60601

(312) 558-3202

lkern@winston.com

Kerwin, James, CPA, ASA

Kerwin Appraisal Associates

2927 Indian Wood Road

Wilmette, IL 60091

(847) 251-0407

jskerwin@voyager.net

Knoeck, Nicolette, CFP

Bessemer Trust


Chicago, IL 60602

(312) 416-2306

Knoeck@bessemer.com

Koester, Ted A., Attorney

Lawrence, Kamin, LLC


Chicago, IL 60606

(312) 372-1947

tkoester@lawrencekaminlaw.com

Kollar, Allison, CFP

Brownson, Rehmus & Foxworth, Inc.


Chicago, IL 60606

(312) 346-8580

akollar@brfinc.com

Kolling, Jean M., Attorney

Lourie & Cutler, P.C.

60 State Street

Boston, MA 02109

(617) 742-6720

jkolling@louriecutler.com

Kong, Katherine, Trust Officer


6111 N. River Road, Suite 800

Rosemont, IL 60018

(847) 653-1192

katherine.kong@53.com

Korbel, Dorothy

Bank of America


Chicago, IL 60606

(312) 807-3702

Dorothy.Korbel@bofa.com

Karchmar, Keith L.

Klaas, Christian, CPA

Karchmar Life Insurance & Legacy Planning Friedman & Huey Assoc. LLP

666 Dundee Road - Suite 1901



Homewood, IL 60430

(224) 235-4307

(708) 799-6800

keith@karchmar.com

christiank@fhassoc.com

Korman, Thomas A., Attorney

Gould & Ratner


Chicago, IL 60601

(312) 899-1608

tkorman@gouldratner.com

Kardaras, Anna G.

Burke Warren MacKay & Serritella, P.C.

330 N. Wabash Avenue - Suite 2100

Chicago, IL 606011

(312) 840-7091

akardaras@burklelaw.com

Karpiel, Kevin, CPA

Shepard Schwartz & Harris LLP


Chicago, IL 60606

(312) 726-8353

kkarpiel@ssh-cpa.com

Kaufman, Robert W., Attorney

Fischel & Kahn, Ltd.


Chicago, IL 60606

(312) 726-0440

rkaufman@fischelkahn.com

Klemt, Le Roy, Attorney

53 West Jackson Boulevard - Suite 400


(312) 663-0910

lck1104@aol.com

Kline, Laurence J., Attorney




(312) 294-5764

lkline@htlaw.com

Knappstein, Christopher, Trust Officer, CFP,

CTFA

First Midwest Bank

8750 West Bryn Mawr Avenue, Suite 1300

Chicago, IL 60631

(708) 831-7352

chris.knappstein@firstmidwest.com

30

Korompilas, Deborah A., Trust Officer

BMO Harris Bank

111 W. Monroe Street, 6E

Chicago, IL 60603

(312) 461-3230

deborah.korompilas@bmo.com

Koziarz, Libby

FNBC Bank & Trust

600 W. Burlington Avenue

La Grange, IL 60525

(708) 579-8628

ekoziarz@fnbcbt.com

Kriz, Steven L., Attorney


2 N LaSalle - Suite. 1300

Chicago, IL 60602

(312) 476-7520

skriz@lplegal.com

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Kuhn, Karen A., Attorney

Madden, Jiganti, Moore & Sinars LLP

190 S. LaSalle St. - Suite 1700

Chicago, IL 60603

(312) 346-4101

kakuhn@mjms.com

Kurlander, Michele, Attorney

Kurlander & Associates, LLC


Chicago, IL 60601

(312) 925-9416

lawmichele@aol.com

Larson, Diana, Attorney

Madden Jiganti Moore & Sinars LLP


Chicago, IL 60604

(312) 346-4101

drdzanek@mjms.com

Latz, Peter J., Attorney, CFP

Peter J. Latz & Associates LLC

104 N. Oak Park Avenue - Suite 200

Oak Park, IL 60301

(708) 524-2300

peter@peterlatzlaw.com

Leslie, Barry D., CFP

Leslie Global Wealth, LLC


Chicago, IL 60601

(312) 946-1000

bleslie@leslieglobalwealth.com

Levin, Lanny D., ChFC, CLU

Lanny D. Levin Agency, Inc.

5141 Cote de Rhone Way

Sarasota, FL 34238

(847) 863-2860

lanny_levin@levinagency.com

Kurschner, Phillip A., Trust Officer

PO Box 500

Glencoe, IL 60022

(312) 752-6411

phil.kurschner@gmail.com

Kuzminski, Jennifer, Attorney

Nisen & Elliott, LLC

200 W. Adams Street - Suite 2500

Chicago, IL 60606

(312) 346-7800

jkuzminski@nisen.com

LaFleur, John

Strategic Philanthropy Ltd.

1700 West Irving Park Road

Chicago, IL 60613

(773) 244-5185

john@stratphilanthropy.com

Lagoni, Nicholas, Attorney

Andersen Tax LLC


Chicago, IL 60606

(312) 239-6144

nicholas.lagoni@andersentax.com

Lahti, Michael B., Attorney, Trust Officer

11805 139th Street

Orland Park, IL 60467

(312) 403-7069

mblahti@gmail.com

LaMotte Antles, Monique., Attorney, CTFA

Northern Trust

50 S. LaSalle St. - B-10

Chicago, IL 60603

(312) 444-5347

mbl4@ntrs.com

Lang, Richard A., Attorney



Chicago, IL 60606

(312) 984-7583

rlang@mwe.com

Langie, Jean M., Attorney

The Northern Trust

50 S. LaSalle StB-3

Chicago, IL 60603

(312) 557-5272

JML28@ntrs.com

LaVallie, Michelle, Trust Officer

US Bank

1026 Ogden

Lisle, IL 60532

630-390-3789

michelle.lavallie@usbank.com

Layer, Jordan J., ChFC, CLU, CFP, MSFS

The Pinnacle Planning Group, LLC

800 Enterprise Dr. - Suite 128

Oak Brook, IL 60523

(630) 684-8540

jordan.layer@thepinnacleplanninggroup.com

Leavell, Harold N., CFP

Brownson, Rehmus & Foxworth, Inc.


Chicago, IL 60606

(312) 346-0495

hleavell@brfinc.com

Lemperis, James, ASA

Cambridge Partners & Associates, Inc.

500 N. Plum Grove Road

Palatine, IL 60067

(847) 776-1976

jlemperis@cambridge-partners.com

Lenkiewicz, Tom, CFP


111 W. Monroe St, 3F

Chicago, IL 60603

(312) 461-8376

tom.lenkiewicz@bmo.com

Leon, Howard, CPA

WIPFLI LLP

100 Tri State International - Suite 300

Lincolnshire, IL 60069

(847) 941-0100

howaRoadleon@wipfli.com

Lerman, Howard D., Attorney, CPA

Howard D. Lerman & Associates, Ltd.

135 S. LaSalle Street, Suite 2810

Chicago, IL 60603

(312) 578-9898

howard@lermanlegal.com

Lesch, John F., Attorney

Nisen & Elliott

200 West Adams St.- Suite 2500

Chicago, IL 60606

(312) 346-7800

jlesch@nisen.com

Levine, Sidney M., Attorney

Cohen Rosenson Zuckerman, LLC

111 E. Wacker Drive, Suite 2620

Chicago, IL 60601

(312) 552-8100

slevine@crzlegal.com

Lewis, Daniel S., Attorney

Perkins Coie LLP

131 S. Dearborn

Chicago, IL 60603

(312) 263-5519

dlewis@perkinscoie.com

Lies, Richard L., CFA

Plante Moran

10 S. Riverside Plaza

Chicago, IL 60606

(312) 980-2922

rich.lies@plantemoran.com

Lindsay, Tadd A.

MPI

102 North Cross Street - Suite 4B

Wheaton, IL 60187

(312) 214-2299

tlindsay@mpival.com

Long, Michelle., CFP

BMO Private Bank

520 Green Bay Road

Winnetka, IL 60093

(847) 302-7991

michelle.long@bmo.com

Long, William M., Attorney, CPA

Polsinelli

150 N. Riverside Plaza - Suite 3000

Chicago, IL 60606

(312) 873-2996

wlong@polsinelli.com

LoPrete, Robert D., Attorney

Reed Smith LLP

10 S. Wacker Dr. - Suite 4000

Chicago, IL 60606

(312) 207-6515

rloprete@reedsmith.com

Lorch, Kenneth, Attorney, CPA



Chicago, IL 60606

(312) 650-8640

lorch@htl-law.com

32

Excellence and integrity

Comprehensive wealth transfer solutions

for sophisticated clients

Benetta Jenson

Wealth Advisor

J.P. Morgan Private Bank

312.732.3447

benetta.p.jenson@jpmorgan.com

Raquel Porter

Midwest Regional Estate Settlement


312.732.4061

raquel.v.porter@jpmorgan.com

Anita Sarafa

Wealth Advisor


312.732.3949

anita.m.sarafa@jpmorgan.com

“J.P. Morgan Private Bank” is a brand name for the private banking business conducted by JPMorgan Chase & Co. and its subsidiaries worldwide. JPMorgan Chase & Co.

and its subsidiaries do not render accounting, legal or tax advice. Estate planning requires legal assistance. You should consult with your independent advisors concerning

such matters.

Lord, Erica, Attorney


50 S. LaSalle Street #M9

Chicago, IL 60603

(312) 444-5749

eel2@ntrs.com

Louderman, Timothy



Chicago, IL 60603

(312) 557-0490

tl16@ntrs.com

LoVallo, Michael A., Attorney

Reed Smith

10 S. Wacker, 40th Floor

Chicago, IL 60606

(312) 207-6533

mlovallo@reedsmith.com

Lowenthal, David., Attorney, CPA

Plante Moran

10 S. Riverside Plazaq

Chicago, IL 60606

(312) 207-1040

david.lowenthal@plantemoran.com

Lucina, Pamela,L, Attorney

Northern Trust

50 S. LaSalle Street B-4

Chicago, IL 60603

(312) 630-1441

PL157@ntrs.com

Lurie, Michael H., Attorney

Lurie & Unterberger, Ltd.


Chicago, IL 60602

(312) 236-3380

mhlurie@aol.com

Lutrey, David, M., Attorney


191 E. Deerpath Road - Suite 300


(847) 295-8800

lutrey@llphlegal.com

MacKay, Karen., Attorney

Burke, Warren, MacKay & Serritella, P.C.



(312) 840-7009

kmackay@burkelaw.com

Mackin, Daniel E.J., Attorney,Trust Officer

U S Trust

135 South La Salle Street

Chicago, IL 60603

(312) 828-3579

daniel.ej.mackin@ustrust.com

Magill, Hugh., Attorney,Trust Officer


50 South LaSalle Street B-3


(312) 630-8157

rhm1@ntrs.com

Malis, Bryan R., CFP

Altair Advisers


Chicago, IL 60606

(312) 429-3024

bmalis@altairadvisers.com

Manci, David

Morgan Stanley Private Wealth Mgt.


Chicago, IL 60606

(312) 453-9170

david.manci@morganstanleypwm.com

Mann, Nicole K., Attorney



Chicago, IL 60606

(312) 984-7584

nmann@mwe.com

Markus, Lindsey Paige, Attorney

Chuhak & Tecson, P.C


Chicago, IL 60606

(312) 855-6417

LMarkus@chuhak.com

Marroquin, Angelo M., Attorney, CTFA


6111 N. River Road

Rosemont , IL 60018

847-221-1167

angelo.marroquin@53.com

Marsh, Daniel A., Attorney

D. A. Marsh Jr. & Associates

135 South Lasalle Street - Suite 4014


(312) 782-1403

damjr@sbcglobal.net

Marutzky, William F., Attorney, CPA, AEP

Law Offices of William F. Marutzky

33 N. LaSalle St.

Chicago, IL 60602

(312) 647-9300

bill@mblztax.com

Matern, Christopher W., Attorney

Christopher W. Matern Attorney At Law

20 N. Wacker Drive, Suite 1010

Chicago, IL 60606

(312) 236-3510

cmatern@maternlaw.com

Mathias, Trevor, Attorney, CFP, CRPC/CAIA

Morgan Stanley


Chicago, IL 60606

(312) 443-6501

trevor.mathias@ms.com

Mayo, Robert, Trust Officer

The Chicago Trust Company

1000 Hillgrove Avenue

Western Springs, IL 60558

(630) 321-2186

bmayo@wintrustwealth.com

34

McBride, Katarinna, Attorney

Harrison & Held LLP

333 W. Wacker Drive

Chicago, IL 60606

(312) 621-5240

kmcbride@harrisonheld.com

McClear, Christopher R., Attorney



Chicago, IL 60603

(312) 461-3801

christopher.mcclear@bmo.com

McCue, Howard M., Attorney

McCue, LLC


Chicago, IL 60603

(312) 526-3325

howardmccue@gmail.com

McCue, Judith W., Attorney

2247 Orrington Avenue

Evanston, IL 60201

(312) 953-9745

jwm0@msn.com

McDade, Rebecca J., Attorney

Northern Trust


Chicago, IL 60603

(312) 557-7267

rm353@ntrs.com

McGill, Michael B., ChFC, CLU

1162 Hamptondale Road

Winnetka, IL 60093

(847) 975-7626

mike.mcgill@nm.com

McGillen, Edward J., Attorney

Thompson Coburn LLP

55 E Monroe - 37th Floor

Chicago, IL 60603

(312) 580-2231

emcgillen@thompsoncoburn.com

McGrath, Lauren J., CFP


50 S. LaSalle Street - B-4

Chicago, IL 60603

(312) 630-1693

ljm6@ntrs.com

McGuire, Thomas F., Attorney, CPA

Saul Ewing Arnstein & Lehr LLP


Chicago, IL 60601

(312) 876-7100

thomas.mcguire@saul.com

McKenzie, Bruce F., Trust Officer,CFP




(312) 444-3752

bfm@ntrs.com

McNally, Cynthia

Corporate Valuation Services, Inc.


Chicago, IL 60606

(312) 324-0376

cmcnally@corporatevaluationservices.com

McWilliams, Mary Kruit, Attorney




(312) 840-7081

mmcwilliams@burkelaw.com

Meisel, Stuart, Trust Officer

BMO Harris Bank NA

111 W. Monroe - #12W

Chicago, IL 60603

(312) 461-2668

stuart.meisel@bmo.com

Mendoza, Melissa., CFP

William Blair

150 North Riverside Plaza

Chicago, IL 60606

(312) 364-8814

mmendoza@williamblair.com

Merchan, Alejandro

Northern Trust


Chicago, IL 60603

(312) 557-8836

jam31@ntrs.com

Metke, Kevin, CFP, CPA

Deloitte & Touche LLP

111 S. Wacker Drive

Chicago, IL 60606

(312) 486-3016

kmetke@deloitte.com

Michael, Jonathan W., Attorney

Dykema Gossett PLLC

10 South Wacker Drive - Suite 2300

Chicago, IL 60606

(312) 876-1700

JMichael@dykema.com

Micka, Lisa M., CFP, AEP, CPWA

Altair Advisers

303 West Madison Street - Suite 600

Chicago, IL 60606

(312) 481-6107

lmicka@altairadvisers.com

Middleton, Robert O., Attorney

Nisen & Elliott

200 W. Adams - Suite 2500

Chicago, IL 60606

(312) 696-2522

rmiddleton@nisen.com

Miggins, Candace

Northern Trust


Chicago, IL 60603

(312) 557-9995

candice.miggins@yahoo.com

Mikstay, Dana M., CLU

Alliant Insurance Services

353 N. Clark Street - 10th Floor

Chicago, IL 60654

(312) 595-6157

dana.mikstay@alliant.com

Miller, Jon H., CFP



Chicago, IL 60603

(312) 444-4658

hjm2@ntrs.com

Miller, Jeffrey A., Attorney, CFP, CPA

Miller Wealth Law Group LLC

10 N. Martingale Road, Suite 400


(847) 466-1045

jeff@millerwealthlaw.com

Miller, Mark A., CPA

Goldman Sachs


Chicago, IL 60606

(312) 655-5250

mark.miller@gs.com

Milligan, Tina D., Attorney, CPA

BMO Family Office

111 W. Monroe Street, 12 W

Chicago, IL 60603

(312) 461-5066

tina.milligan@bmo.com

Millinowisch, Cynthia R., Trust Officer

The Northern Trust Co.


Chicago, IL 60675

(312) 444-5606

crm6@ntrs.com

Minon, Michelle, Trust Officer

U.S. Trust


Chicago, IL 60606

(312) 807-3556

michelle_minon@ustrust.com

Minton, Madeleine J., Attorney

Horwood, Marcus & Berk

500 W Madison Street #3700

Chicago, IL 60661

312.606.3247

mminton@hmblaw.com

Moles, Charles F., Attorney

Ashcraft & Ashcraft, Ltd.

180 N Stetson Ave Suite 1940


(312) 819-4060

cfm@ashcraftandashcraft.com

Montgomery, Janet Rae, Attorney


200 W. Adams, Suite 2500

Chicago, IL 60606

(312) 262-5093

jmontgomery@nisen.com

36

Mora, Ronald N., Attorney

Gould & Ratner

222 North LaSalle Street Suite 300

Chicago, IL 60601

(312) 236-3003

rmora@gouldratner.com

Morton, Jonathan D., Attorney



Chicago, IL 60602

(312) 696-1018

jdmorton@gct.law

Moyers, Michael K., Attorney

Schiff Hardin LLP


Chicago, IL 60606

(312) 258-5593

mmoyers@winston.com

Nagler, Gillian

Briar Hall LLC


Chicago, IL 60606

(312) 676-0330

gnagler@briarhall.com

Napier, Robert T., Attorney

Harrison & Held LLP


Chicago, IL 60606

(312) 621-5252

rnapier@napier.com

Nauheimer, Nancy, CFP



Chicago, IL 60603

(312) 444-7876

nn8@ntrs.com

Navarro, Terry M.

JNJ & Associates, LTD

500 Lake Cook Road, Suite 350

Deerfield, IL 60015

(847) 562-0300

terry@jnjassociatesltd.com

Neal, Amy Rohde

Briar Hall LLC


Chicago, IL 60606

(312) 676-0323

aneal@briarhall.com

Neiman, Ira S., Attorney, CPA

Sugar Felsenthal Grais & Helsinger LLP


Chicago, IL 60602

(312) 704-2776

ineiman@sfgh.com

Nelson, Eric, Attorney

Winston & Strawn LLP

35 W. Wacker Drive


(312) 558-6359

ecnelson@winston.com

Trusted Family Advisors

Taft’s Private Client Group: Planning for your family’s future

through personalized, comprehensive counsel.

www.taftlaw.com

Michael C. Diedrich, (312) 840-4315 / Julie S. Pleshivoy, (312) 836-4077

Newhall, Scott, CFP, CFA

Segall Bryant & Hamill

540 W. Madison Street

Chicago, IL 60661

(312) 474-4253

snewhall@sbhic.com

Nyberg, David W., Attorney

Harrison & Held LLP

333 W. Wacker Dr. - Suite 1700

Chicago, IL 60606

(312) 753-6134

dnyberg@harrisonheld.com

Oswald, Katherine, Attorney


70 W. Madison Street, Suite 1500

Chicago, IL 60602

(312) 263-2300

kmoswald@gct.law

Newman, Sandra

Perkins Coie LLP

131 S. Dearborn Street - Suite 1700

Chicago, IL 60603

Nicholson, Christopher James, CFP

Kovitz Investment Group

115 S. LaSalle Street - Floor 27

Chicago, IL 60603

(312) 334-7319

cnicholson@kovitz.com

Nicholson, Jack

Kovitz Investment Group LLC

115 S. LaSalle Street, 27th Floor

Chicago, IL 60603

(312) 334-7323

jnicholson@kovitz.com

Nixon, Scott, Trust Officer

Life’s Plan Inc.

901 Warrensville Road - Suite 500

Lisle, IL 60532

(630) 628-7189

scottn@raygraham.org

Nopar, Ken M.

American Endowment Foundation

408 S. Banbury

Arlington Heights, IL 60005

(847) 624-7938

ken.nopar@gmail.com

Norwell, Gregory E., Attorney

Howard & Howard



(312) 456.3403

gnorwell@howardandhowaRoadcom

Notz, Edward U., Attorney

Law Offices of Edward U. Notz

580 Rockefeller Road


(847) 295-2226

enotz@aol.com

Notz, John K., Attorney

399 Fullerton Pkwy 4-W

Chicago, IL 60614

(312) 569-1088

notzjk@gmail.com

Novak, Adam, Attorney


50 S. LaSalle Street - Suite B6

Chicago, IL 60603

(312) 557-4062

adn3@ntrs.com

Obendorf, Timothy, CFP

Steward Advisors, LLC

220 N. Green Street

Chicago, IL 60607

(630) 537-0111

tim@stewardadvisors.com

O’Connell, Dan, Trust Officer, CFP, CTFA



Chicago, IL 60603

(312) 444-5587

djo2@ntrs.com

O’Connor, Fred., ChFC,CLU, CFP,

Northwestern Mutual


Deerfield, IL 60015

(312) 505-7760

fred.oconnor@nm.com

Oderda, Gina

Mayer Brown LLP

71 S. Wacker Drive

Chicago, IL 60606

(312) 701-7864

goderda@maverbrown.com

Odom, Ray, Attorney, CFP

The Northern Trust


Chicago, IL 60675

(312) 444-5243

ro7@ntrs.com

O’Keefe, Paul F., Attorney

O’Keefe Law Office

One E. Wacker Drive - Suite 2520

Chicago, IL 60601

(312) 229-0391

pokeefe@okeefelawoffice.com

Oliven, Kelly L., ChFC, CFP

William Blair & Company


Chicago, IL 60606

(312) 364-8451

koliven@williamblair.com

Oommen, Tony, CFP, Planned Giving Officer

Fidelity Charitable


Chicago, IL 60606

(312) 771-5676

tony.oommen@fmr.com

Ornduff, Jason S., Attorney

Harrison & Held LLP


Chicago, IL 60606

(312) 753-6165

jornduff@harrisonheld.com

Otis, Lorri, E. K., Attorney

Otis Law Offices


Chicago, IL 60603

(312) 427-0076

otislawoffices@gmail.com

Paarlberg, Russell, Attorney

Lanting Paarlberg & Associates, Ltd.

938 W. US 30

Schererville, IN 46375

(219) 864-1700

rpaarlberg@lantingpaarlberg.com

Paflas, Allyson W.



Chicago, IL 60606

(312) 650-8636

paflas@htl-law.com

Paolilli, Peter, CPWA®, CEPA

Altair Advisers LLC

303 West Madison Street, Suite 600

Chicago, IL 60606

(312) 429-3018

ppaolilli@altairadvisers.com

Park, Lucy K., Attorney

Perkins Coie LLP


Chicago, IL 60603

(312) 324-8424

lpark@perkinscoie.com

Passalaqua, Caro L., CFP, CIMA

Morgan Stanley

111 S. Pfingsten Road, Suite 200

Deerfield, IL 60015

(847) 480-5442

carol.l.passalaqua@morganstanley.com

Patelski, Robert, CPA

1229 S. Clifton Avenue


(847) 606-4217

bob.patelski@comcast.net

Patt, Stephen P., Attorney

Robbins, Salomon & Patt Ltd.

2222 Chestnut Avenue - Suite 101

Glenview, IL 60026

(847) 729-7300

spatt@rsplaw.com

Pattock, Susan, CPA,CTFA

Miami Corporation

410 N. Michigan Avenue, Suite 590

Chicago, IL 60611

(312) 644-6720 ext 122

spattock@miami-corp.com

38

Y

ou have a passion to follow.

You have a world to explore.

You have a legacy to build for future

generations. And at Fifth Third

Private Bank, we’re here to help

write your story.

When you partner with us, we’ll

provide you with a dedicated, local

advisor, backed by a team of financial

professionals and digital solutions.

Together, we can achieve even more.

Let’s write your story.

53.com/privatebank

David Sawyer

Regional Director, Personal Trust

David.Sawyer@53.com

847.653.2898

Fifth Third Private Bank is a division of Fifth Third Bank. Member FDIC.

Pawasarat, Ted, Attorney, Trust Officer, CFP



Chicago, IL 60603

(312) 444-3759

tep1@ntrs.com

Pearson, Michelle M., Trust Officer


50 S. LaSalle Street, B6

Chicago, IL 60603

(312) 444-3506

mp64@ntrs.com

Pei-Rodriguez, Hanny, Attorney,

Trust Officer


6111 N. River Road

Rosemont, IL 60018

(847) 653-1178

hanny.pei-rodriguez@53.com

Perry, David A., CPA, PFS


627 Landwehr Road


(847) 803-4865

dperry@fhassoc.com

Perry, Natalie, Attorney, CPA

Rathje Woodward

300 E. Roosevelt Road - Suite 300

Wheaton, IL 60187

630-510-4935

nperry@rathjewoodwaRoadcom

Petty, Anne, CFP

Brownson, Rehmus & Foxworth

200 S Wacker - Suite 2300

Chicago, IL 60606

(312) 551-4442

apetty@brfinc.com

Pfeifle, Allison K., Attorney

Schiff Hardin LLP


Chicago, IL 60606

(312) 258-5581

apfeifle@schiffhardin.com

Pierson, Brittany, CPA

RSM US LLP


Chicago, IL 60606

(312) 634-4810

brittany.pierson@rsmus.com

Pierson, Randy D., Trust Officer, CFP, CPA

BMO Harris Bank

111 W. Monroe, 12W

Chicago, IL 60603

(312) 461-3543

randy.pierson@bmo.com

Pinsky, Michael S., Attorney, CPA

Stahl Cowen

55 W. Monroe - Suite 1200

Chicago, IL 60603

(312) 641-0060

mpinsky@stahlcowen.com

Pitlosh, John, CFP

Investor Solutions

2665 S. Bayshore Drive - Suite 230

Miami, FL 33133

(800) 508-8500

John@investorsolutions.com

Pitts, Bryan D., Attorney

Glick and Trostin, LLC


Chicago, IL 60604

(312) 346-8258

bpitts@glick-law.com

Piwowar, James C., CPA



Homewood, IL 60430

708-799-6800

jimp@fhassoc.com

Pleshivoy, Julie Sirlin, Attorney

Taft Stettinius & Hollister LLP

111 E. Wacker Drive - Suite 2800

Chicago, IL 60601

(312) 836-4077

jpleshivoy@taftlaw.com

Plis, Ted, Attorney, Trust Officer, CTFA


111 W. Monroe Street, 12W

Chicago, IL 60603

(312) 461-7551

ted.plis@bmo.com

Pokorny, William H., Attorney

Pokorny & Associates, Ltd.

1000 Jorie Blvd. - Suite 260

Oak Brook, IL 60523-2214

(630) 571-6500

whpjr@pokorny.com

Polites, James E., Trust Officer, CFP



Chicago, IL 60603

(312) 444-5975

jp144@ntrs.com

Porrey, Michael, CFP

MAP Wealth Management


Chicago, IL 60602

(312) 895-7500

mike.porrey@mymapwm.com

Porter, Raquel., Attorney, Trust Officer

J.P. Morgan

10 S. Dearborn- Floor 10

Chicago, IL 60603

(312) 732-4061

Raquel.v.porter@jpmorgan.com

Ports, Rima D., Attorney



Chicago, IL 60603

(312) 630-6522

rdp4@ntrs.com

40

Potym, Igor, Attorney

Vedder Price P.C.


Chicago, IL 60601

(312) 609-7542

ipotym@vedderprice.com

Prangley, Karin, Attorney

Brown Brothers Harriman & Co.


Chicago, IL 60606

(312) 781-7128

karin.prangley@bbh.com

Prather, Raymond W., Attorney, CPA

Prather Ebner LLP

The Monadnock Building

53 W. Jackson Blvd., Suite 1025

Chicago, IL 60604

(312) 235-8300

ray@pratherebner.com

Price, Neal H., CFP,.CPA, CFA

Strategic Wealth Partners


Deerfield, IL 60015

(224) 632-1610

nprice@stratwealth.com

Quigley, Christine R. W., Attorney

Schiff Hardin LLP


Chicago, IL 60606

(312) 258-5522

cquigley@schiffhardin.com

Quinlan, Alyssa

Gurr Johns

200 E. Randolph Street - #5100

Chicago, IL 60601

(312) 888-0904

aquinlan@gurrjohns.com

Quinn, Patrick A., CFP


10 S. Dearborn 8th Floor

Chicago, IL 60603

(312) 732-7718

patrick.a.quinn@jpmorgan.com

Rambach, Jeffrey C.

Burke, Warren, Mackay & Serritella, P.C.


Chicago, IL 60611

(312) 840-7011

jrambach@burkelaw.com

Rattner, Donald E., CPA

BrookWeiner LLC



(312) 629-0900

drattner@brookweiner.com

Reagan, Emily, CTFA

The Northern Trust


Chicago, IL 60603

(312) 444-4711

es67@ntrs.com

Make sure your values are catching on.

WELLS FARGO

PRIVATE BANK

Wealth Planning

Investments

Trust Services

Lending Solutions

Cash Management

Insurance

You want to know that your family is secure, no matter what the state of the economy is.

You want the depth of your experience to catch on with your children—and theirs.

The Private Bank takes a personal interest in making sure there’s continuity to the goals

and values that got you to where you are today. Our experienced professionals are

committed to evolving a portfolio that reflects your needs, so that you can focus on

shaping your legacy for generations to come. To start a new kind of conversation,

visit wfconversations.com or contact:

Laurene R. Boock, CFP ® , CTFA

Senior Vice President & Senior Fiduciary Specialist

(312) 592-5619, laurene.r.boock@wellsfargo.com

Wells Fargo Private Bank provides products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries. Brokerage services are available through Wells Fargo Advisors, LLC (member SIPC),

a registered broker-dealer and separate non-bank affiliate of Wells Fargo & Company. Insurance products are available through insurance subsidiaries of Wells Fargo & Company and underwritten by non-affiliated

Insurance Companies. Not available in all states. © 2015 Wells Fargo Bank N.A. Member FDIC. NMLSR ID 399801

Reiches, Stephen M.

Rappaport Reiches Capital

Management LLC

5202 Old Orchard Road - Suite 160

Skokie, IL 60077

(847) 832-0050

stephen.reiches@rrcapital.com

Rentschler, Susan M., Attorney

Law Offices Of Susan M. Rentschler

203 N. La Salle Street - Suite 2100


(312) 558-1457

susan@rentschler-law.com

Rew Barden, Christine, Attorney

Reinhart Boerner Van Deuren

22 East Mifflin, Suite 600

P.O.Box 2018

Madison, WI 53701-2018

(608) 229-2225

cbarden@reinhartlaw.com

Rhodes, Anne-Marie E., Attorney

Loyola University - School of Law

25 East Pearson Street


(312) 915-7135

arhodes@luc.edu

Rice, Mark E., CFP, CTFA



Chicago, IL 60675

(312) 44-7431

mr69@ntrs.com

Ritchey, Timothy J., Attorney

Peck Bloom LLC

105 W. Adams, 31st Floor

Chicago, IL 60603

(312) 201-0900

tritchey@peckritchey.com

Rizzo, Felicia M., Trust Officer


265 E. Deerpath


(847) 295-4393

fmv1@ntrs.com

Roberts, Rachelle

Plante Moran

10 S. Riverside Plaza - 9th Floor

Chicago, IL 60606

(312) 980-2903

Rachelle.Roberts@plantemoran.com

Robertson, Ned S., Attorney

Aronberg, Goldgehn, Davis & Garmisa

330 N. Wabash, Suite 1700

Chicago, IL 60611

(312) 755-3140

nrobertson@agdglaw.com

Robin, Carly, Attorney

Chuhak & Tecson, P.C


Chicago, IL 60606

(312) 855-4348

crobin@dimontelaw.com

Robson, Douglas, Attorney

Barnes & Thornburg LLP

1 N Wacker Drive - Suite 4400

Chicago, IL 60606

(312) 214-4805

drobson@btlaw.com

Rogers, David

Jamieson Financial Services

1 Northfield Plaza, Suite 430

Winnetka, IL 60093

(312) 286-4134

drogers@jamiesonfs.com

Roman, Christopher

Benesch Friedlander Coplan & Aronoff LLP

71 S. Wacker DrSuite 1600

Chicago, IL 60606

(312) 624-6339

croman@beneschlaw.com

Rose, Heather J., Attorney

Papanek Rose & Associates

1448 Techny Road


(847) 272-0800

hrose@papanekroselaw.com

Rosen, David S., Attorney

Jewish Federation of Metropolitan Chicago

30 S. Wells


(312) 444-2890

DavidRosen@juf.org

Rosenberg, Harry B., Attorney

J.P. Morgan

21 S. Clark Street, 8th Floor

Chicago, IL 60603

(312) 732-3093

harry.rosenberg@jpmorgan.com

Rosenberg, Harry B., Attorney

Reed Smith


Chicago, IL 60606

(312) 207-6456

hrosenberg@sachnoff.com

Rosenberg, Herbert B., Attorney

Schoenberg, Finkel, Newman &

Rosenberg, LLC

222 S. Riverside Plaza-#2100

Chica.go, IL 60606-6101

(312) 648-2300

herbert.rosenberg@sfnr.com

Rosofsky Ryan, Rebecca, CFP

City National Bank

225 W. Washington - Suite 1410

Chicago, IL 60606

(312) 995-6389

rebecca.ryan@cnb.com

Ross, Ryan, CFP

Hummer Mower Associates

321 N Clark Street - Suite 1020

(312) 635-6105

ryan@hummermower.com

Rothman, Joel S., Attorney

Rothman Law Group


Chicago, IL 60603

(312) 578-0900

Rubinoff, Earl E., CLU

The Rubinoff Group


Deerfield, IL 60015

(847) 597-2425

earlrubinoff@earlrubinoff.com

Rudy, Dale



Chicago, IL 60603

(312) 444-3796

dgr@ntrs.com

Rummel, Melanie K., Attorney

Lesser, Lutrey, Pasquesi & Howe

595 Longwood Drive


(847) 234-8858

rummellaw@aol.com

Russell, William E., Attorney

Freeborn & Peters LLC


Chicago, IL 60606

(312) 360-6373

brussell@freeborn.com

Russo, Denise D., Attorney

Salvi, Salvi & Wifler, P.C.

335 Chancery Lane

Lake Zurich, IL 60047

(847) 438-6153

drusso@salvisalviwifler.com

Ryan, Martin P., Attorney, CPA


330 N. Wabash - 22nd Floor

Chicago, IL 60611

(312) 840-7060

mryan@burkelaw.com

Ryan, Maureen, Attorney

Madden, Jiganti, Moore & Sinars LLP


Chicago, IL 60603

(312) 346-4101

mryan@mjms.com

42

Reed Smith is proud to be

a member of the Chicago

Estate Planning Council

reedsmith.com

Rydel-Ross, Stephanie, Attorney



Chicago, IL 60603

(312) 444-4326

sr496@ntrs.com

Sahara, Steven Charles, CPA, MBA

Stout Advisory

1 S. Wacker Drive - 38th floor

Chicago, IL 60606

(773) 677-6653

ssahara@stoutadvisory.com

Sands, Louis., Attorney, CPA

Sikich LLP

1415 W. Diehl Road - Suite 400

Naperville, IL 60563

(630) 364-7968

Louis.Sands@sikich.com

Sarafa, Anita M., Attorney

JPMorgan Chase Bank, N.A.

21 S. Clark Street, 42nd floor

Chicago, IL 60603

(312) 732-3949

anita.m.sarafa@jpmorgan.com

Sattler, Scott M., CPA

Shepard, Schwartz & Harris LLP

123 N. Wacker Drive, Suite 400

Chicago, IL 60606

(312) 726-8353

ssattler@ssh-cpa.com

Saviano, Micaela, CPA

Deloitte Tax LLP

111 S. Wacker Drive

Chicago, IL 60606

(312) 486-3354

msaviano@deloitte.com

Sawyer, David, Attorney, Trust Officer


6111 North River Road

Rosemont, IL 60018

(847) 653-2898

david.sawyer@53.com

Schar, Stephen L., Attorney

Seyfarth Shaw LLP


Chicago, IL 60606

(312) 460-5649

sschar@seyfarth.com

Schaumberger, Steve, MBA

1961 Advisors



(847) 807-9042

steve@1961advisors.com

Schenk, Gerald L., Attorney

Schenk Annes Tepper Campbell Ltd.

311 S. Wacker Drive, - #2500

Chicago, IL 60606

(312) 554-3111

gschenk@satcltd.com

Schlesinger, Bruce R., ChFC, CLU

JMB Insurance

900 N. Michigan Avenue, 15th Floor

Chicago, IL 60611

(312) 915-2344

bschlesinger@jmbins.com

Schmidt, Jeffrey C., Attorney, Trust Officer

Fifth Third Bank

222 S. Riverside Plaza-33rd Floor

Mail: GRBR3H

Chicago, IL 60606

(312) 704.4167

jeffrey.schmidt@53.com

Schmidt, Sanford A., ChFC, CLU, CFP

Schmidt Financial Group, LLC



(773) 774-2600

sandy@schmidtfinancial.com

Schneider, Lewis M., Attorney

Kelly Olson Michod Dehaan & Richter, LLC



(312) 528-3820

lschneider@komDrivecom

Schoefel, Amy, Attorney



Chicago, IL 60603

(312) 630-1490

azs6@ntrs.com

Schoenmeyer, Joel, Attorney

BMO Private Bank

111 W. Monroe Street - 12W

Chicago, IL 60603

(312) 461-3848

joel.schoenmeyer@bmo.com

Schreder, Carleen L., Attorney

Levin Schreder & Carey Ltd.

120 N. LaSalle Street, 38th Floor

Chicago, IL 60602

(312) 332-6300

carleen@lsclaw.com

Schreiber, Ronald, Attorney

Seyfarth Shaw LLP



(312) 460-5651

rschreiber@seyfarth.com

Schroeder, Karen, Trust Officer

Raymond James Trust N.A.

550 W. Washington, Suite 1050

Chicago, IL 60661

(312) 869-3811

karen.schroeder@raymondjames.com

44

Schuckman, Robert, Attorney

Jewish Federation of Metropolitan Chicago

30 S. Wells Street

Chicago, IL 60606

(312) 444-2903

robertschuckman@juf.org

Schumacher, John, CFA

Adamy Valuation

125 S. Clark St. 17th Flr.

Chicago, IL 60603

312 281-7528

jschumacher@adamyvaluation.com

Scime, Jessica, CFP



Chicago, IL 60606

(312) 364-8144

jmccann@williamblair.com

Scime, Joseph, CFP

DiMeo Schneider & Associates


Chicago, IL 60661

(312) 224-4109

jscime@dimeoschneider.com

Seiboldt, Joel C., CTFA, CFA

CIBC Bank USA


Chicago, IL 60603

(312) 564-1939

joel.seiboldt@cibc.com

Sells, Gregory M., CPA, CFA

GMS Financial

2100 Manchester Road - Suite 962

Wheaton, IL 60187

(630) 784-9232

gregory.sells@lpl.com

Semler, Jennifer, CTFA



Chicago, IL 60603

(312) 444-7391

jlt2@ntrs.com

Sharfman, Howard



Chicago, IL 60661

(312) 685-7152

howaRoadsharfman@nfp.com

Sheehan, Laura A., CTFA

Wells Fargo Bank, N.A.


Chicago, IL 60606

(312) 592-5665

laura.a.sheehan@wellsfargo.com

Sheely, Marianne, CPA

Congaree River LLC

53 W. Jackson Blvd - #530

Chicago, IL 60604

(312) 922-3792

marianne@congaree.com

EXPERIENCE

THE RIGHT PARTNERSHIP

Managing the complexities of wealth can be a challenge, even for the savviest

of individuals and their advisors. When you partner with Northern Trust, you

can draw on the expertise of highly experienced financial professionals who

can help your clients consider, clarify and prioritize their financial needs across

their entire lifetime – and beyond. We call it Goals Driven Wealth Management.

For 130 years, Northern Trust has helped professional advisors address the

complex financial needs of their high-net-worth clients. We are committed to

creating a partnership that complements your expertise, builds trust, deepens

relationships and brings value to both you and your clients.

FOR MORE INFORMATION CONTACT:

Pamela Lucina

Chief Fiduciary Officer, Trust & Advisory Practice Executive

312-630-1441

Stacy Singer

Practice Leader Trust Services

312-444-3826

WEALTH PLANNING \ BANKING \ TRUST & ESTATE SERVICES \ INVESTING \ FAMILY OFFICE

Northern Trust banks are members FDIC. © 2019 Northern Trust Corporation.

northerntrust.com

Shier, Suzanne L., Attorney, CFP



Chicago, IL 60603

(312) 557-8396

sls14@ntrs.com

Shuba, Jason James, Attorney

University of Illinois Foundation

2525 University Hall, MC 002

Chicago, IL 60607

(312) 585-9038

shuba@uif.uillinois.edu

Siegal, Barry P., Attorney



Chicago, IL 60602

(312) 696-1699

bpsiegal@gct.law

Simon, Gregg M., Attorney

Much Shelist, P.C.



(312) 521-2605

gsimon@muchlaw.com

Siner, Jonathan, Attorney

Lyric Opera of Chicago


Chicago, IL 60606

(312) 827-5677

jsiner@lyricopera.org

Singer, Stacy E., Attorney, Trust Officer



Chicago, IL 60603

(312) 444-3826

ses7@ntrs.com

Singler, Richard P., Attorney

7270 West College Drive - Suite 101

Palos Heights, IL 60463

(708) 448-9536

r.singlerlaw@gmail.com

Skiba, Andrew

The Northern Trust

50 S. LaSalle Street. - B-6

Chicago, IL 60603

(312) 557-0910

as37@ntrs.com

Skiera, Audrey J., Attorney, CPA



Chicago, IL 60603

(312) 557-8647

ajs17@ntrs.com

Skoskiewicz, Bogdan, Attorney, Trust Officer

Bank of America


Chicago, IL 60603

(312) 828-2020

bogdan.skoskiewicz@bofa.com

Skowronski, Robert M., Attorney, Trust

Officer, CPA

Associated Trust Company, N.A.

525 West Monroe Street - Suite 2400

Chicago, IL 60601

(312) 544-4584

robert.skowronski@associatedbank.com

Slamar, Charles, Attorney

Charles Slamar & Associates

180 West Washington Street (810)

Chicago, IL 60602

(312) 419-0266

cslamar@charlesslamar.com

Smith, Anthony T., Trust Officer,CFP, CTFA,

CPWA




(312) 542-2041

as182@ntrs.com

Smith, John D., CFP, AEP

Balasa Dinverno & Flotz LLC

500 Park Blvd. - Suite 1400

Itasca, IL 60143

(630) 875-4900

jsmith@bdfllc.com

Smith, Joseph A., Attorney, CPA, AEP, PFS

JAS Financial Services LLC

1603 Orrington AvenueSuite 600

Evanston, IL 60201

(847) 328-8011

joe@jasfinancialllc.com

Smith, Rachel, CPA

Plante Moran

10 S. Riverside Plaza

Chicago, IL 60606

(312) 602-4703

rachel.smith@plantemoran.com

Smoot, Latesia, CPA

CTC MyCFO LLC

111 W. Monroe Street - 10E

Chicago, IL 60603

(312) 461-6150

Latesia.Smoot@ctcmycfo.com

Snyder, Susan

Northern Trust Corporation

50 S. LaSalle Street, MB-09

Chicago, IL 60603

(312) 444-7733

ss154@ntrs.com

Sohn, Alan E., Attorney

Law Offices of Alan E. Sohn Chartered


Chicago, IL 60602

(312) 236-7005

alan@sohnlaw.com

Solomon, Rebecca J., Attorney

Plante Moran


Chicago, IL 60606

(312) 344-2428

rebecca.solomon@plantemoran.com

Spigelman, Alan H., Attorney, CPA

RSM US LLP


Chicago, IL 60606

(312) 634-4644

alan.spigelman@rsmus.com

Spreitzer, Gretchen, Attorney

The Northern Trust

50 S. LaSalle Street, BB-10

Chicago, IL 60603

(312) 557-8545

gr23@ntrs.com

Staat, Lawrence G., Attorney

Harrison & Held LLP

333 W. Wacker Drive #1700

Chicago, IL 60606

(312) 621-5221

lstaat@harrisonheld.com

Stake, Kristen, Attorney

Fifth Third Bank


Chicago, IL 60606

(312) 704-4949

kristen.stake@53.com

Stanley, Melinda C., Attorney

Horwood Marcus & Berk Chtd.


Chicago, IL 60661

(312) 606-3238

mstanley@hmblaw.com

Stark, Blooma, Attorney

Aronberg Goldgehn Davis & Garmisa

330 N. Wabash Avenue, Suite 1700

Chicago., IL 60611

(312) 755-3152

bstark@agdglaw.com

Steger, Peter F., ChFC, CLU

Steger Financial Group


Chicago, IL 60603

(312) 368-7560

peter.steger@stegerfinancial.com

Stein, Gwen K., Attorney

JPMorgan Private Bank

21 S. Clark Street

Chicago, IL 60603

(847) 475-0590

gwen.x.stein@jpmorgan.com

Stein, Michael Ira, CPA


50 S. LaSalle Street - L-5

Chicago, IL 60603

(312) 444-4323

mis1@ntrs.com

46

Levenfeld Pearlstein (LP)

is proud to support the

Chicago Estate Planning Council.

Most people avoid talking about death and taxes.

But the attorneys in LP’s Trusts & Estates

Group are not most people.

LP’s highly experienced and skilled group helps

individuals and families to achieve their business

and personal planning goals, be it gift planning,

charitable planning, or estate planning. With

decades of experience among the group’s members,

there is likely no scenario they have not encountered.

LPLegal.com | 2 North LaSalle Street, Suite 1300, Chicago, IL 60602 | 312.346.8380

Stetter, Debra L., Attorney

Schiff Hardin LLP


Chicago, IL 60606

(312) 258-5741

dstetter@schiffhardin.com

Stevens, Shannon, Attorney, Trust Officer

Trust Company of Illinois

1901 Butterfield Road - Suite 1000

Downers Grove, IL 60515

(640) 545-3678

sstevens@tcwealthpartners.com

Stillman, Nina B., Attorney

The Stillman Law Group

220 North Green Street

Chicago, IL 60607

(312) 819-5358

Nina@Thestillmanlawgroup.com

Stone, Edward H., Attorney

Law Office of Edward H. Stone


Chicago, IL 60603

(312) 332-5550

ehs7@aol.com

Storbeck, Jason, CFA

Valuation Research Corporation


Chicago, IL 60606

(312) 957-7474

jstorbeck@valuationresearch.com

Strauss, Benton C., Attorney

Strauss & Malk LLP

135 Revere Drive


(847) 562-1400

bstrauss@straussmalk.com

Streit, Nick, CFP

411 Florine Ct

Cary, IL 60013

(312) 965-6610

streit82@yahoo.com

Stumpf, Aaron

Stout

1 S. Wacker Drive, 38th floor

Chicago, IL 60606

(312) 752-3358

astumpf@stout.com

Suarez Hunter, Jeanette, Attorney


444 W. Lake Street

Chicago, IL 60606

(312) 984-7518

jhunter@mwe.com

Such, Domingo P., Attorney

Perkins Coie LLP



(312) 324-8415

dsuch@perkinscoie.com

Sugar, Richard A., Attorney

Sugar, Felsenthal, Grais & Helsinger LLP


Chicago, IL 60602

(312) 704-9400

rsugar@sfgh.com

Sullivan, Douglas, CFP

BMO Family Office

111 W Monroe Street - Suite 12W

Chicago, IL 60603

(312) 461-7682

douglas.sullivan@bmo.com

Summers, Nancy A., Attorney

Nancy A. Summers, P.C.

73 W. Monroe - Suite. 305

Chicago, IL 60603

(847) 202-8803

nsummers@chicagolawlady.com

Sweeney, John Paul, Attorney, Trust Officer,

CPA

Itasca Bank & Trust Co.

308 W. Irving Park Road

Itasca, IL 60143

(630) 773-0350

johnpaulsweeney@itascabank.com

Tani, Nancy, Attorney, CFP, MBA

Retire Secure Financial Planning, LLC

2729 Sheridan Road

Evanston, IL 60201

(847) 281-5141

ntani@retiresecurefinplg.com

Tanig, Reynard L., Attorney

Harrison Held LLP


Chicago, IL 60606

(312) 753-6132

rtanig@harrisonheld.com

Taussig, Stuart K., Attorney

1660 1st Street - Apt. 302

Highland Park, IL 60035

(312) 836-4003

staussig2@gmail.com

Taylor, David, Trust Officer

Huntington Bank


Chicago, IL 60601

(312) 775-4909

david.taylor@huntington.com

Taylor, Mark R., ChFC, CLU

Morgan Stanley


Chicago, IL 60605

(312) 706-4384

mark.taylor2@ms.com

Teich, Matthew, CFP, CFA

Cresset Wealth Advisors

444 W. Lake St. - Suite 4700

Chicago, IL 60606

(312) 429-2413

mteich@cressetwealth.com

48

Temkin, Abbe I., Attorney



Chicago, IL 60601

(312) 616-8000

atemkin@cct.org

Thies, Richard B., Attorney



Chicago, IL 60606

(312) 650-8620

thies@htl-law.com

Thomas, Ryan E., CPA

Deloitte Tax LLP

111 S. Wacker Drive - Room 26 - E013

Chicago, IL 60606

(312) 486-1995

rythomas@deloitte.com

Ticknor, Michael, Trust Officer


50 S. Lasalle Street

Chicago, IL 60603

(312) 557-8503

mt131@ntrs.com

Tiesi, Angelo F., Attorney, CFP

Kirkland & Ellis LLP


Chicago, IL 60654

(312) 862-2164

angelo.tiesi@kirkland.com

Tortorich, Philip, Attorney

Actuate Law

641 S. Lake Street, 5th Floor

Chicago, IL 60661

(312) 579-3129

philip.tortorich@actuatelaw.com

Tridhavee, Kristy, Attorney

Financial Investments Corporation

50 E. Washington Street - Suite 400

Chicago, IL 60602

(312) 784-9415

ktridhavee@ficcep.com

Tromp, Paul, CFP, CPA


111 W. Monroe Street, 3E

Chicago, IL 60603

(312) 461-7941

tromp226@hotmail.com

Trost, Eileen B., Attorney



Chicago, IL 60606

(312) 360-6313

etrost@freeborn.com

Trostin, Cyndi P., Attorney

Glick and Trostin, LLC


Chicago, IL 60604

(312) 346-8258

ctrostin@glick-law.com

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Tyson, Anita., Attorney, Trust Officer

J.P. Morgan - Private Bank

21 S. Clark Street, 8th Floor

Mail Code IL1-0104

Chicago, IL 60603

(312) 732-3078

anita.m.tyson@jpmorgan.com

Tyson, Scott J., Attorney

Geneva Advisors


Chicago, IL 60602

(312) 422-1791

jst@gimllc.com

Uppal, Kiran, Attorney

Levin Schreder & Carey


Chicago, IL 60602

(312) 332-6300

kiran@lsclaw.com

Utchen, Theodore M., Attorney

P.O. Box 140

Wheaton, IL 60187-0140

(630) 653-3825

tmutchen@cs.com

Vidal Hays, Mary, Attorney, CPA

Much Shelist, P.C.


Chicago, IL 60606

(312) 521-2614

MHays@muchlaw.com

Vogel, Howard J., Attorney, CPA

Schiff Hardin LLP


Chicago, IL 60606

(312) 258-4604

hvogel@schiffhardin.com

Vogen, Kristin Carlson

Chicago Community Trust


Chicago, IL 60601

(312) 565-2599

kvogen@cct.org

Voigt, Scott J., CTFA

Wells Fargo Bank, N.A.

10 S. Wacker Drive

Chicago, IL 60606

(312) 592-5617

scott.voigt@wellsfargo.com

Weisbard, Mark W., Attorney

Dykema Gossett PLLC


Chicago, IL 60606

(312) 627-2161

mweisbard@dykema.com

Welch, John Baker, AIF



Chicago, IL 60606

(312) 364-8435

jbwelch@williamblair.com

Whitlock, Brian T., Attorney, CPA

Brian T. Whitlock, P.C.

310 S. Michigan Avenue - #2000

Chicago, IL 60604

(312) 925-9409

taxgenie@yahoo.com

Whitty, Michael D., Attorney, CFP



Chicago, IL 60606

(312) 360-6192

mwhitty@freeborn.com

Valenti, David A., Attorney, Trust Officer, CFP

Bank of America Private Bank

135 S. LaSalle Street - IL4-135-12-24

Chicago, IL 60603

(312) 828-6371

david.valenti@bofa.com

Walsh, Ryan, Attorney



Chicago, IL 60606

(312) 650-8635

walsh@htl-law.com

Wiard, James G., Attorney

Law Office of James G. Wiard

53 W. Jackson Blvd., Suite 1522

Chicago, IL 60604

(312) 291-0346

jgwiard@gmail.com

Valero, Marlene P., ChFC, CFP, CPA

Valero & Associates, Inc.

47 W. Polk Street, Suite 325

Chicago, IL 60605

(773) 592-0472

marlene.p.valero@gmail.com

Van Baren, Todd M., Attorney


122 S. Michigan Avenue - #1220

Chicago, IL 60603

(312) 786-2250

tvanbaren@htlaw.com

Van Vlerah, Stephanie A., CFP

Oxford Financial Group, Ltd.


Chicago, IL 60611

(312) 202-6484

svanvlerah@ofgltd.com

Vandenack, Matthew, Attorney

Merrill Lynch

540 W. Madison

Chicago, IL 60661

(312) 325-2603

matthew.vandenack@ml.com

Vasquez, Diana K.

CIBC Bank USA


Chicago, IL 60603

(312) 564-2662

Diana.Vasquez@CIBC.com

Webb, Ronnie E., Attorney

Duggan Bertsch, LLC


Chicago, IL 60606

(312) 263-8600

rwebb@dugganbertsch.com

Weber, Fredrick B., Attorney, Trust Officer



Chicago, IL 60603

(312) 444-4702

fw14@ntrs.com

Weiland, Michael, Attorney, Trust Officer

Northern Trust


Chicago, IL 60603

(312) 444-5615

maw12@ntrs.com

Weinsheimer, William Cyrus, Attorney

Strauss Malk & Feder LLP

135 Revere Drive


(847) 562-1400

wweinsheimer@straussmalk.com

Weinstein, Steven B., Attorney, CFP, CFA

Altair Advisers



(312) 429-3013

sweinstein@altairadvisers.com

50

Williams, Randolph H., Attorney

Williams & Baerson, LLC

One N. LaSalle Street - Suite 1350

Chicago, IL 60602

(312) 629-9003

hrw@wb-legal.com

Wilson, Mary-Ann, Attorney

Harrison & Held LLP

333 W. Wacker Drive, Suite 950

Chicago, IL 60606

(312) 753-6163

mawilson@harrisonheld.com

Witt, Alan M., Attorney, CPA, PFS

Ostrow, Reisin, Berk & Abrams, Ltd.

455 N. Cityfront Plaza Drive - Suite 1500


(312) 670-7444

awitt@orba.com

Witt, Melanie Zarlengo, Attorney

The Law Offices of Melanie Witt

77 W. Washington St. - Suite 1014

Chicago, IL 60602

(312) 613-6305

mwitt@wittlaw.net

Wojack, Bruce J., Attorney

Northern Trust

770 West Northwest Highway

Barrington, IL 60010

(847) 842-4975

bjw14@ntrs.com

Wolven, Lauren J., Attorney



Chicago, IL 60602

(312) 476-7574

lwolven@lplegal.com

Wright, Micky, ChFC, CLU, CFP, CPA

Northwestern Mutual

55 Shuman Blvd. - Suite 600

Naperville, IL 60563

(630) 786-1720

micky.wright@nm.com

Wycklendt, Michael, Attorney, CPA

Reed Smith LLP


Chicago, IL 60606

(312) 207-2764

mwycklendt@reedsmith.com

Yoder, Hillary

Dolgin Law Group, LLC


Chicago, IL 60602

(312) 705-2000

hyoder@dolginlawgroup.com

Zaenger, Mark F., Attorney


200 West Adams Street - Suite 2500

Chicago, IL 60606

(312) 346-7800

mzaenger@nisen.com

Zaluda, Jeffrey A., Attorney

Horwood, Marcus & Berk Chartered


Chicago, IL 60661

(312) 606-3233

jzaluda@hmblaw.com

Zarlengo, Joseph A., Attorney

Lawrence Kamin


Chicago, IL 60606

(312) 924-4247

jzarlengo@lawrencekaminlaw.com

Zick, Steven, Attorney

Christie’s


Chicago, IL 60611

(312) 787-2765

szick@christies.com

Zimmer, Stephen, Attorney



Chicago, IL 60603

(312) 557-9698

sz21@ntrs.com

52

Trust and Estate Services From

The Chicago Trust Company, N.A.

Personal and Corporate Trust Services

Guardianships • Estate Settlement • Agencies

Illinois Land Trusts • 1031 Like-Kind Exchanges

Custody and Escrow Services

Local. Experienced. Dedicated.

For over a generation, The Chicago Trust Company, N.A. has been serving the trust and

estate planning needs of individuals and institutions. Our talented Trust Administrators

average over 20 years of industry experience and serve clients in more than 150 Wintrust

banking locations throughout the Chicago area and southern Wisconsin. Moreover, as a

national association, we can provide our services anywhere in the United States.

Find an office: wintrustwealth.com

INVESTMENTS

TRUST

ASSET MANAGEMENT

Securities, insurance products, financial planning and investment management services are offered through Wintrust Investments, LLC (Member FINRA/SIPC), founded in 1931. Trust and asset management

services offered by The Chicago Trust Company, N.A. and Great Lakes Advisors, LLC, respectively.

Investment products such as stocks, bonds, and mutual funds are:

NOT FDIC INSURED | NOT BANK GUARANTEED | MAY LOSE VALUE | NOT A DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

1-18-2020 CEPC 2020 Member Directory

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