Lisa Tellio is a CFP® professional with two years of experience, currently with Chicago Partners Investment Group LLC. Her prior roles include six years at Central Pacific Bank and four years at Goodsill Anderson Quinn & Stifel. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, nonprofit plans, endowments, corporations, and other entities, offering financial planning, portfolio management, and family office consulting. The firm employs a long-term, diversified, asset-allocation investment approach that integrates fundamental analysis with quantitative optimization across various asset classes.

Matthew Mcconnell is a CFP®-credentialed financial advisor with 27 years of industry experience. He has worked at Chicago Partners Investment Group LLC since 2020 and previously spent 21 years at Ameriprise Financial Services, Inc. Mcconnell is based in Honolulu, HI. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, endowments, corporations, and other entities, offering family office, trustee, and retirement-plan consulting services. The firm employs a long-term, diversified, asset-allocation investment approach that combines fundamental analysis with quantitative optimization across a range of strategies and investment vehicles.

Michelle Tucker is a CFP® and PFS™ with 23 years of experience in financial advising. She has worked at Chicago Partners Investment Group LLC since 2020 and previously spent 13 years at 3D Wealth Advisors, Inc. Additionally, she is involved with Sterling & Tucker, LLP, an estate planning law firm where she meets with existing clients outside of market hours. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, not-for-profit plans, and business entities, offering financial planning, portfolio management, and family office consulting. The firm employs a long-term, diversified, asset-allocation approach using fundamental analysis and quantitative methods across various investment vehicles.