Dean Knieps is a financial advisor with TLG Advisors, Inc. based in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at The Leaders Group, Inc., MML Investor Services, LLC, and MassMutual Life Insurance Co. He is also involved with KME Insurance Brokerage as an internal wholesaler. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services such as portfolio management, financial and estate planning, and ERISA fiduciary services, with a distinctive combination of traditional and digital platforms.

Erin Calabrese is a financial advisor with Bankers Life Advisory Services, Inc. in Chicago, IL, holding a Series 66 designation and 21 years of industry experience. She has worked at Bankers Life Securities since 2017 and Bankers Life & Casualty since 2016. In addition to her advisory role, she serves as a Field Development Manager for Bankers Life, supporting the training and development of the field force. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis methods to provide tailored asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Jerald Hymen is a financial advisor at Oppenheimer with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2005. Outside of his advisory role, he serves as a co-trustee of his wife's trust. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering advisory, brokerage, and financial planning services. The firm employs strategic and tactical asset allocation along with manager selection across various investment vehicles, and acts as a qualified custodian for client assets.

Alec Monico is a CFP® professional at Hightower Advisors with two years of industry experience. He has worked at Hightower Advisors since 2023 and previously spent seven years in the fitness industry at Pinnacle Fitness and Fitness Factory. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and various investment vehicles such as mutual funds, ETFs, and alternative investments.

Alfred Bryant Jr. is a CFA charterholder with 22 years of industry experience. He is currently affiliated with Mesirow Financial Investment Management, Inc. and has previously worked at Corient, Glovista Investments Asset Management, River and Mercantile Asset Management LLC, and Credit Suisse Asset Management. Mesirow Financial Investment Management’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to private individuals, institutional clients, and government entities. The firm manages portfolios using a combination of quantitative and qualitative due diligence across various asset classes and offers access to proprietary private investments and affiliated feeder funds.

William Buchband is a CFA® charterholder with 26 years of industry experience, currently serving as an advisor at Cresset Asset Management, LLC since 2017. Prior to joining Cresset, he worked at J.P. Morgan Securities, LLC for nine years. He holds Series 63 and Series 66 licenses. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base that includes individuals, families, trusts, retirement plans, charitable organizations, and corporations. The firm employs a diversified, asset-allocation-driven approach combining active and passive strategies, with a structured due-diligence program and private fund management across various asset classes.

Nathan Peters is a financial advisor at Rockefeller Financial LLC in Chicago, holding a Series 66 designation with three years of industry experience. Prior to joining Rockefeller, he worked at Clemson University and Saint Viator High School. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, consulting, and operates as a registered broker-dealer providing investment banking and placement services through a Private Advisor model and a consolidated investment platform.

Leonard Scandariato is a financial advisor at Oppenheimer with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Oppenheimer since 2026, following roles at B. Riley Wealth Advisors and Oppenheimer Asset Management Inc. from 2003 to 2023. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs and services, employing a range of investment approaches that include strategic and tactical asset allocation, manager selection, and periodic rebalancing tailored to different client needs.

Abraham Carter is a financial advisor at William Blair with a Series 66 designation and three years of industry experience. His prior roles include multiple positions at William Blair and the University of Wisconsin-Madison. 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, supported by proprietary home-office models and a range of sub-advisory arrangements.

Christopher Zerbst is a financial advisor with Citigroup Global Markets in Chicago, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm is notable for its large institutional scale, in-house research capabilities, and unique market roles including acting as a security-based swap dealer and futures commission merchant.

Richard Judd is a financial advisor with CIBC Private Wealth Advisors, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Atlantic Trust Investment Advisors, Gnv Advisors, LLC, and Geneva Investment Management of Chicago, LLC. CIBC Private Wealth Advisors serves a broad client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies, offering portfolio management, financial planning, and coordinated Family Office services. The firm integrates internal and external investment resources, utilizes proprietary benchmarks, and manages substantial assets relative to its advisor count.

Colin Coine is a CFP® and Series 65-registered financial advisor with three years of industry experience. He is currently with Mariner and has previously worked at Waverly Advisors, LLC, StrategIQ Financial Group, LLC, Thrivent, and held roles outside of finance, including five years with the U.S. Soccer Federation. Mariner serves a wide range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm combines in-house research with third-party managers to implement customized portfolios and provides integrated tax and accounting services alongside administrative CFO capabilities.

Samuel Herek is a financial advisor at Oppenheimer with one year of industry experience. He holds the Series 66 designation and has previously worked at Burlington Capital and Charles Schwab. Outside of his financial career, he has experience working at Creighton University and with Schmidleys Family Golf Range. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs, including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and includes strategic and tactical asset allocation, manager selection, and periodic rebalancing.

Alyssa White is a financial advisor at TIAA-CREF with 13 years of industry experience. She holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2013. Outside of her advisory role, she serves as Treasurer for the Girl Scouts of Greater Chicago and Northwest Indiana. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and various entities, often serving clients connected to TIAA-administered employer retirement plans. The firm distinguishes between point-in-time planning and ongoing portfolio management, offering model and customized portfolios under a fiduciary standard.

Daniel O'Neill is a financial advisor at William Blair with Series 63 and Series 65 credentials and five years of industry experience. He previously worked at FIS Brokerage & Securities Services LLC and has held roles outside of finance, including positions at Kam's Bar and George Dunne National Golf Course. 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 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.

Billie Danicek is a Series 66-licensed financial advisor with 19 years of industry experience. She has worked at Rockefeller Financial LLC since 2021 and previously held roles at Bank of America and Merrill. 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 offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Douglas Gourley is a financial advisor with Citigroup Global Markets in Chicago, IL, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi‑asset, multi‑manager strategies with oversight committees and maintains unique market roles, including swap dealer and futures commission merchant activities.

Hannah Christopher is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. She previously worked at UBS for seven years and Fidelity Investments for one year. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors. The firm provides a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolio management.

Nicholas Kelly is a financial advisor with Private Advisor Group, LLC in Chicago, IL, holding Series 63 and Series 66 licenses and has one year of industry experience. His prior roles include positions at LPL Financial, Morgan Stanley, and MAP Wealth Management. Private Advisor Group serves a diverse client base including individuals, businesses, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a range of advisory programs and third-party asset managers. The firm employs various analytical approaches and trading horizons, provides client-imposed restrictions, and supports held-away account management and 401(k) participant services.

Jeffrey Cohen is a CFP® with 40 years of industry experience, currently with Hightower Advisors in Chicago, IL. His prior experience includes over two decades at Lincoln Financial Advisors Corporation. He is also involved as an agent in life settlements and various insurance products. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and a variety of investment vehicles.