Brett Greenspan is a CFP® and CFA® with 13 years of industry experience. He is currently with Cresset Asset Management, LLC in Chicago, where he has worked since 2022. His prior experience includes roles at Morningstar Investment Services LLC, Fidelity Brokerage Services, and Morgan Stanley. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in assets and serving a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach with a combination of strategic asset allocation, manager selection, and both active and passive implementation across various asset classes and alternatives.

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

Christopher Mortvedt is a financial advisor with Cresset Asset Management, LLC, holding a Series 65 designation and five years of industry experience. His prior roles include positions at Ironwood Wealth Management and Charles Schwab. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles using a disciplined, risk-aware approach that combines strategic asset allocation, manager selection, and both active and passive investment strategies across public equities, fixed income, and alternatives.

Kimberly Dubord is a financial advisor at Cresset Asset Management, LLC in Chicago, IL, with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Cresset since 2017, following four years at J.P. Morgan Securities. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm uses a diversified, asset-allocation-driven approach combining active and passive strategies and employs a structured due-diligence program for manager selection and monitoring.

Sam Katzman is a financial advisor at Cresset Asset Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at First Republic Investment Management and First Republic Securities Company in various roles from 2015 to 2023. Katzman also serves as a trustee for clients' accounts. Cresset Asset Management, LLC manages approximately $71.9 billion in client assets, serving individuals, families, trusts, retirement plans, charitable organizations, corporations, and pooled investment vehicles. The firm employs a diversified, asset-allocation-driven investment approach using both active and passive strategies, supported by a structured due-diligence program and management of private funds across multiple asset classes.

Julian Turosienski is a financial advisor at Cresset Asset Management, LLC with six years of industry experience. He holds a Series 66 designation and has worked at Cresset since 2022, following two years at Merrill and prior roles including positions at Burning Tree Country Club and Keiser University. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in assets and serving a range of clients including individuals, high-net-worth clients, trusts, estates, and corporations. The firm employs a disciplined, risk-aware investment approach that integrates strategic asset allocation, manager selection, and both active and passive strategies across multiple asset classes, supported by tools such as artificial intelligence and machine learning.

Jason Heckler is a financial advisor with Cresset Asset Management, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Cresset since 2019 and previously spent nine years at J.P. Morgan Securities Inc. Cresset Asset Management is a multidisciplinary investment adviser managing approximately $78.9 billion in client assets, serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach combining strategic asset allocation, manager selection, and active and passive strategies across public equities, fixed income, and alternative investments.

Christopher Demonte is a CFA® charterholder with 20 years of industry experience. He has been with Cresset Asset Management, LLC since 2018 and previously worked at Neuberger Berman LLC from 2013 to 2017. He holds a Series 66 license and is based in Chicago, IL. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach that integrates active and passive strategies and includes a structured due diligence program for manager selection and monitoring.

Melissa Long is a financial advisor at Cresset Asset Management, LLC with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at several firms including Morgan Stanley, BB&T Securities, and UBS Financial Services. In addition to her advisory role, she is involved in insurance sales. Cresset Asset Management is a multidisciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, offering services including wealth management, financial planning, and discretionary portfolio management with a risk-aware approach that combines active and passive strategies across a wide range of asset classes.

Kevin Mc Guire is a financial advisor with Cresset Asset Management, LLC, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. He previously worked at JPMorgan Private Bank for 12 years before joining Cresset in 2021. Outside of his advisory role, he is a partial owner of an investment-related entity based in Denver. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in assets for individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and a combination of active and passive strategies across public equities, fixed income, and alternative investments.

Deborah Camillo is a financial advisor at Cresset Asset Management, LLC with 24 years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and First Republic Investment Management, Inc. Her career includes roles at both wealth management and securities firms. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach using both active and passive strategies, supported by a structured due-diligence program and a range of related entities offering trust, advisory, and private fund services.

Gary Fincher is a financial advisor with Cresset Asset Management, LLC, holding a Series 63 designation and over 33 years of industry experience. He has previously worked with firms including True Capital Management, LLC, FS Wealth Sports & Entertainment LLC, and M Holdings Securities, Inc. Fincher serves on the board of directors for Backfield-in-Motion, a charitable organization. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and a blend of active and passive strategies across various asset classes.

James Longinotti is a CFP® and CFA® with nine years of experience in the financial advisory industry. He is currently with Cresset Asset Management, LLC, where he has worked since 2019, following eight years at Cypress Wealth Advisors, LLC. In addition to his advisory role, he serves as a general partner to private funds managed by Cresset Asset Management through Cypress Advisors LLC. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that combines strategic asset allocation, manager selection, and both active and passive investment strategies across various asset classes.

Mark Bendinelli is a CFA® charterholder and holds a Series 66 license, with 11 years of industry experience. He is currently with Cresset Asset Management, LLC, having joined the firm following seven years at Merrill. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence program and a range of advisory and family office services.

Wonee Janet Dougherty is a CFA® charterholder with 24 years of industry experience. She has been with Cresset Asset Management, LLC since 2018 and previously worked at J.P. Morgan Securities Inc. and J.P. Morgan Chase Bank, NA. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction tailored to client objectives, utilizing both active and passive strategies alongside third-party managers, supported by a structured due-diligence and monitoring program.

Ettore Ventrice is a CFP® designated financial advisor with 34 years of industry experience. He currently works at Cresset Asset Management, LLC and has held prior positions at UBS Financial Services, Oppenheimer, Stanford Group Company, Stillpoint Wealth Management, LLC, and Citigroup Global Markets. Outside of his advisory role, he serves on the boards of the Impact 100 charity and the FAU Foundation, and is involved in the audit committee at the Royal Palm Yacht & Country Club. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in assets, serving a wide range of clients including individuals, high-net-worth clients, and institutions. The firm uses a risk-aware investment approach combining strategic asset allocation, active and passive management, and alternative investments, and offers services such as wealth management, retirement plan consulting, and advisory support to private funds.

Christopher Stout is a financial advisor at Cresset Asset Management, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at True Capital Management, LLC, FS Wealth Sports & Entertainment, and M Holdings Securities, Inc. Stout serves on the Board of Directors for the Peterson Foundation for Parkinson’s. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations, providing portfolio management, wealth management, private fund advisory, and family office services with an asset-allocation-focused investment approach.

Nathan Stoker is a CFP® professional affiliated with Cresset Asset Management, LLC, with four years of industry experience. He has previously worked at Created Wealth Advisory and UBS Financial Services, and spent four years at Pepperdine University. Cresset Asset Management manages approximately $78.9 billion in client assets, serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach combining strategic asset allocation, manager selection, and both active and passive strategies across multiple asset classes, including alternatives and private funds, supported by advanced tools such as artificial intelligence and machine learning.

John Michael Sarabia is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Cresset Asset Management, LLC since 2022. His prior work includes roles at Marquette Wealth Management, LLC and Ameriprise Financial Services, Inc. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse range of clients, including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach that combines active and passive strategies, supported by a structured due-diligence program and private-fund management across multiple asset classes.

George Lujan is a CFP® and holds a Series 65 license with nine years of industry experience. He currently serves as a financial advisor at Cresset Asset Management, LLC, where he has been employed since 2023 following six years at True Capital Management LLC. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles through a risk-aware approach that combines strategic asset allocation, manager selection, and both active and passive investment implementations across various asset classes.