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 Series 65-licensed advisor with two years of industry experience. He is currently with Focus Partners Wealth, LLC and has prior experience at The Colony Group, LLC and InterOcean Capital Group, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive suite of wealth management, financial planning, and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines 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 a Series 66 designation and previously worked at Burlington Capital and Charles Schwab. Outside of finance, he has been involved with Schmidleys Family Golf Range for six years. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of investment programs and advisory services, including both discretionary and non-discretionary management, with oversight processes that include suitability and branch manager review.

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.

Mark Pietsch is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior work includes roles at Securian Financial Services and PRUCO Securities. Park Avenue Securities LLC, a subsidiary of Guardian Life, serves individuals, pension plans, charitable organizations, and corporate clients by providing brokerage services, financial planning, and investment advisory programs that include both proprietary and third-party strategies.

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, holding Series 63 and Series 66 credentials and one year of industry experience. His prior experience includes roles at Morgan Stanley and LPL Financial. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various advisory programs and managed account solutions.

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.

Parker Jamieson is a CFP® with two years of industry experience, currently serving as a financial advisor at Corient. Prior to joining Corient, he worked at Plante Moran Financial Advisors for two years and has experience in educational roles at Michigan State University and Lansing Christian School. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses risk management tools and continuous portfolio monitoring to align investments with client objectives.

Edwin Hagerty is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 36 years of industry experience. He has worked at CIBC Private Wealth Advisors since 2017, following previous roles at Atlantic Trust Investment Advisers Inc, Gnv Advisors, LLC, and Geneva Investment Management of Chicago, LLC. Outside of advisory work, he serves as an independent director and board member for several oil field service companies, dedicating limited time to these investment-related roles. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines proprietary and external investment strategies, utilizes an internal governance framework, and manages a notably high assets-under-management per advisor ratio relative to peers.

Luke Hepler is a financial advisor at William Blair with 10 years of industry experience. He has been with William Blair & Company since 2015 and holds a Series 66 designation. 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 utilizes active, research-driven management across multiple asset classes and provides proprietary models along with access to private funds and co-investment opportunities.

Craig Savage is a financial advisor at William Blair with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with William Blair since 2016. Outside of his advisory role, he is involved in managing Savage Holdings LLC, which holds his investment real estate and a privately owned aircraft. 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 active, research-driven management across multiple asset classes and offers proprietary model portfolios and access to private funds through its MB Investments Program.

Jeffrey Hackman is a financial advisor at Kestra Advisory with 33 years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at firms including Icba Securities and Vining Sparks. Hackman also served the Deerfield Bannockburn Fire Protection District for over two decades. In addition to his advisory role, he assists with life insurance business through an affiliated insurance activity. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan design, compliance testing, and investment advice. The firm serves a broad client base including large institutional investors and employs a comprehensive due diligence process for recommended investments.

John Hexamer is a financial advisor at Oppenheimer with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Oppenheimer Asset Management Inc. and Fahnestock & Co. Inc. since 2003, and at CIBC World Markets Corp. from 2002 to 2003. Based in Chicago, IL, he has over two decades of continuous service with his current firm. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of programs and advisory services, including equity and fixed-income portfolios, strategic asset allocation, and retirement consulting, with both discretionary and non-discretionary options.

Patrick Gleason is a financial advisor with William Blair, holding a Series 66 designation and 12 years of industry experience. He has been with William Blair & Company since 2014. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension funds, and corporate clients. The firm emphasizes active, research-driven management across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Keith Malooley is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL, with seven years of industry experience. He holds the CFP®, CFA®, and Series 65 credentials. Prior to joining CIBC Private Wealth Advisors in 2017, he worked at Geneva Advisors, LLC from 2015 to 2017. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including high-net-worth 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.