Michael Nicholas IV is a CFA® charterholder and Series 63 licensee based in Chicago, IL, with two years of industry experience. He has held positions at Equity Services, Inc., National Life Group, and Northern Trust Company. He serves on the Emerging Leaders Board for Bounce Children's Foundation, a nonprofit supporting families with children with disabilities. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, offering a combination of long-term investment strategies and options for shorter-term trading.

Dennis Duff is a financial advisor with William Blair in Northbrook, IL, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with William Blair & Co LLC since 2010. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals—including high-net-worth clients—as well as foundations, pension, and corporate clients. The firm employs an active, research-driven approach across equities, fixed income, and alternative strategies, providing proprietary model portfolios and access to private funds and co-investment opportunities.

Lisa Mullaney is a financial advisor with CIBC Private Wealth Advisors, Inc. in Chicago, IL. She holds Series 66, Series 63, and Series 65 licenses and has eight years of industry experience. Her prior experience includes roles at Fifth Third Securities, Fifth Third Bank, BNY Mellon Securities Corporation, and Bessemer Trust. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers customized portfolio management, financial and estate planning, and coordinated Family Office services, utilizing a combination of proprietary and external investment strategies.

Harvey Kaluzna is a financial advisor at SPC with 35 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Kaluzna has been associated with Sigma Financial Corporation since 2006 and concurrently operates Kaluzna Financial and Evergreen Investment Advisors, LLC since 2004. Outside of his advisory roles, he is involved in the sale of various insurance products and group health plans through his firms. SPC serves a diverse clientele including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement services, employing a range of discretionary and nondiscretionary strategies supported by formal succession and compliance protocols.

Grace Lyons is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. Prior to joining Goldman Sachs & Co. LLC in 2024, she held roles at Butler University, including work with the Transformation Lab, and has experience at the Chicago Highlands Club. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm utilizes strategic allocation models, multiple implementation approaches, and proprietary research tools, leveraging its integration with the broader Goldman Sachs organization to offer access to specialized programs and alternative investments.

Pikyu Cheng is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 66 and Series 63 designations and has worked at Citigroup and J.P. Morgan in various capacities since 2017. Earlier in his career, he was affiliated with the Chinese American Service League, Inc. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains regulatory roles including security-based swap dealing and futures commission merchant activities.

Terri Ucci is a financial advisor at Rockefeller Financial LLC with Series 63 and Series 65 credentials and 36 years of industry experience. She previously worked at Merrill and Bank of America, NA. Outside of her advisory work, she is involved in managing commercial and residential real estate through her ownership and leadership roles in TUCCI II, LLC and 2UCCI, LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines a Private Advisor model with a consolidated investment platform, offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services including placement and investment banking.

Thomas Wilson is a financial advisor at William Blair with a Series 66 designation and three years of industry experience. He previously worked at UBS Financial Services Inc. and has held multiple roles at William Blair since 2022. His background also includes four years at The University of Alabama and four years at New Trier Township High School. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm emphasizes active, research-driven management across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Kevin Ward is a CFP® with nine years of industry experience. He has worked at Moneta Group Investment Advisors, LLC since 2015, with a two-year period at Briar Hall LLC from 2018 to 2020. He is based in Chicago, IL. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients by offering portfolio management, financial planning, family office services, and concierge offerings. The firm employs a Partner-led team approach with centralized investment oversight, utilizes an open-architecture selection process, and manages proprietary multi-strategy funds such as the Retirement Advocate Funds.

Joseph Pasquale is a financial advisor at Valic Financial Advisors in Chicago, IL, holding a Series 66 designation. He began his advisory career in 2026 and has prior experience in educational roles at the University of Cincinnati, Ursuline High School, and St Charles School. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and overlay services on the Envestnet platform.

Grant Trisch is a financial advisor with TIAA-CREF based in Chicago, IL. He holds a Series 66 designation and has five years of industry experience. Prior to joining TIAA-CREF, he worked at Michigan State University and had brief roles at Master Stroke Painting and Bieker Farms. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers a range of investment approaches including model portfolios and customized management under a fiduciary standard.

Thomas Riesenberg is a financial advisor at William Blair with 11 years of industry experience. He holds the Series 66 designation and has been with William Blair & Company since 2011. The firm’s Private Wealth Management division provides discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. William Blair pursues active, research-driven management across equities, fixed income, and alternative strategies, offering proprietary models and access to private funds through its MB Investments Program.

Brian Rogan is a financial advisor at Truist Advisory Services with five years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Bank and Associated Bank. Rogan is based in Chicago, IL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager‑selection program, using a combination of discretionary and non‑discretionary services supported by inter‑affiliate integration.

Osman Galvez Matamoros is a financial advisor at William Blair with six years of industry experience. He holds the Series 66 designation and has been with William Blair since 2017, following three years at Mercer Investments. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm uses an active, research-driven approach across various asset classes and provides proprietary models, access to private funds, and co-investment opportunities.

Dominic Rosso is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 credential and seven years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019 and previously held roles at The Ayco Company, L.P./Mercer Allied, Marquette University Law School, and Hynes & Kuhn, S.C. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management supported by proprietary research, specialized programs, and access to alternative investments, leveraging the broader resources of the Goldman Sachs ecosystem.

Kena Contractor is a financial advisor at Equity Services, Inc. with 15 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Mass Mutual Investors Services, Transamerica Financial Advisors, and World Financial Group. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

James Gaines is a financial advisor at Mesirow Financial Investment Management, Inc. with 14 years of industry experience. He has been with Mesirow Financial since 2015 and holds the Series 66 designation. Mesirow Financial Investment Management’s Wealth Management division serves private individuals, pension and profit-sharing plans, governmental entities, charitable organizations, and institutional clients. The firm offers discretionary and non-discretionary investment management and financial planning, utilizing both third-party managers and proprietary private investment products tailored through quantitative and qualitative due diligence.

Shiji Varughese is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds a Series 66 designation and has worked at notable firms including Bank of America, Merrill, and BMO Harris Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, implementing multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, offering diverse advisory and execution services alongside in-house research and custody capabilities.

Nicholas Cosky is a CFP® with 17 years of industry experience, currently serving at Corient. He has held roles at Balasa Dinverno Foltz LLC for 12 years and has been with Corient and its related entities since 2022. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses advanced risk management tools to align portfolios with client objectives.

Luka Lezhava is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and one year of industry experience. Prior to his current role, he worked at Bankers Life Securities and Bankers Life & Casualty. Outside of advising, he is active as an insurance agent assisting retirees with Medicare. Bankers Life Advisory Services, Inc. provides discretionary and non-discretionary investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis. The firm emphasizes individual client service and integrates investment advisory with affiliated broker-dealer and insurance operations.