Zhenlin Lu is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup Global Markets since 2020 and Citibank N.A. since 2013. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs along with broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale and unique market roles.

Carla Genelly is a financial advisor with Sanctuary Advisors, LLC in Chicago, IL, holding Series 63 and Series 65 licenses and having 40 years of industry experience. She has been with Sanctuary Advisors since 2015 and has additional affiliations dating back to 2005. Outside of her advisory role, she serves on the board of Mission Eurasia, an organization focused on church planting and ministry development in Eurasian countries. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers various portfolio management options and employs multiple analytical approaches, operating through a network of over 400 independent adviser representatives.

Mark Pauly is a Series 66 licensed advisor with CIBC Private Wealth Advisors, Inc., based in Chicago, IL. He has 14 years of industry experience, including previous roles at Atlantic Trust Investment Advisors and Geneva Advisors. Although named as a co-owner of several LLCs, he does not receive profit or devote time to these entities. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm’s investment approach involves a combination of proprietary and external managers, supported by internal teams and committees, to offer customized portfolios, model portfolios, and managed account programs.

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.

Richard George is a financial advisor at Bankers Life Advisory Services, Inc. with 30 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Morgan Stanley and Advocate Health Advisors. He is also appointed as an insurance agent, writing Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals and risk tolerances.

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 with Rockefeller Financial LLC in Chicago, IL. He holds a Series 66 designation and has three years of industry experience. Prior to joining Rockefeller Financial, 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, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

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 credential and two years of industry experience. His work history includes multiple roles at William Blair and the University of Wisconsin-Madison. He has also worked at Kramer Foods and held positions during high school and at LaGrange Country Club. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across various asset classes and offers proprietary models and investment opportunities, managing approximately $64 billion in assets with a large team of advisors.

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.

John Mc Cormick is a financial advisor at Focus Partners Wealth, LLC based in Chicago, IL, holding a Series 65 designation with two years of industry experience. He previously worked at InterOcean Capital Group, LLC and The Colony Group, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses, offering a range of portfolio management, financial counseling, and fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies within an enhanced open architecture framework.

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.

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 financial advisor at Rockefeller Financial LLC with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America and Merrill. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, brokerage capabilities, and access to alternative and private investments under the Rockefeller Global Family Office platform.