Benito Moreno

Client Service Associate

Benito supports the day-to-day service and operational needs of clients, helping to deliver a seamless experience across onboarding, asset movement, account maintenance, and private investment management. He works closely with the advisory team and external partners to ensure execution is timely, accurate, and aligned with client expectations.

Benito’s prior work experience includes serving as a Vice President at a multi-billion-dollar multi-family office, where he provided comprehensive client service support to ultra-high-net-worth families and led a variety of operational initiatives. His experience also includes time at Goldman Sachs, where he developed a strong foundation in financial operations, risk management, and client service.

Benito earned his degree in Business Management from Brigham Young University.

In his free time, Benito enjoys spending time with his wife, Amelia, and their twin sons, whether at the park, at the movies, traveling, or simply being together. He also stays active through pickleball.

Ethan Hafner, CEPA®

Founding Principal, Private Wealth Advisor

Ethan is the Founding Principal of Aligned Private Wealth and a trusted advisor to founders, families, individuals, and select organizations. As a Certified Exit Planning Advisor (CEPA®), he brings specialized perspective to the planning, transition, and stewardship of a family’s financial legacy.

Over a nearly three-decade career, Ethan has found his greatest purpose in guiding clients from financial success to personal significance. What often begins during a critical milestone, such as a business transition or liquidity event, consistently evolves into a decades-long partnership. For Ethan, there is no higher privilege than earning the deep trust required to help families realize their vision and steward their capital across generations.

Before founding the firm, Ethan advised clients at Merrill Lynch, Smith Barney, and UBS. He recognized a growing gap between institutional models and what highly successful clients actually need: a dedicated Personal CFO. Today, he serves as that first call by cutting through the noise, coordinating directly with a client’s other professionals, and taking on the burden of financial execution.

Ethan earned his Finance degree from the University of Illinois at Urbana-Champaign. He has been included in Forbes’ Best-in-State Wealth Advisors list 2023, 2024, 2025, 2026.*

Outside the office, he enjoys traveling with his wife, Melissa, and their three daughters, keeping fit and spending time outdoors, and taking on the steady stream of home projects that comes with a busy household.

*Disclosure: The Forbes ranking is based on criteria such as client retention, industry experience, credentials, compliance records, and assets under management. Compensation was not provided for this ranking, and no conflicts of interest exist.

Source:  The Forbes “Best-in-State Wealth Advisors” list, published annually Jan – April. Rankings based on data as of June 30 of prior year.  Award based on The Hafner Group with UBS Private Wealth Management.  Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Andrew Cardillo, CFP®

Associate Wealth Advisor

Andrew Cardillo plays a central role in the Aligned360™ Process, turning thoughtful strategy into disciplined execution.

As a CERTIFIED FINANCIAL PLANNER™ professional, his focus is on comprehensive financial modeling, portfolio construction, investment analysis, and alternative investments. For our clients, Andrew drives the day-to-day execution. He handles the analytical heavy lifting and coordination that allows clients to step back from the complexity of their balance sheets.

Andrew earned his degree in Finance from the Kelley School of Business at Indiana University. He lives in Winnetka with his wife, Louise, and their daughter, Blair.