Jon Seabrook is a financial advisor with CIBC Private Wealth Advisors, Inc., holding a Series 65 designation and based in Chicago, IL. He has worked at CIBC Wood Gundy – CIBC Private Wealth since 2001 and has been with Merrill Lynch Canada Inc. since 1993. 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 employs a collaborative investment process involving internal teams and committees to create customized portfolios and managed account programs, offering a range of strategies including options hedges and structured notes.

Martin Brown is a CFA® charterholder with 19 years of industry experience, currently serving as an advisor at CIBC Private Wealth Advisors, Inc. in Chicago, where he has worked since 2018. His prior roles include positions at AT Investment Advisers Inc. and Geneva Investment Management of Chicago. Outside of his advisory work, Brown is a managing member of School of Fish LLC, which operates an aquatics center. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers a range of services such as portfolio management, financial and estate planning, and coordinated Family Office services, employing an investment process that integrates internal teams with external managers and specialized strategies.

Sarah Madison is a CFP® with six years of industry experience, currently serving at Rockefeller Financial LLC since 2021. Prior to this, she was with Whitnell & Co. from 2009 to 2021. 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 operates as a registered broker-dealer and offers a range of portfolio management, financial planning, and consulting services, organizing client relationships through a Private Advisor model and a consolidated investment platform.

Dimant Patel is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Cresset Asset Management, LLC since 2022. Prior to joining Cresset, he held positions at Bank of America Private Bank and Kforce Inc. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a risk-aware approach that combines strategic asset allocation, active and passive management, and the use of third-party managers and advanced research tools such as artificial intelligence and machine learning.

Anthony Pecora is a CFP® professional with two years of experience at CIBC Private Wealth Advisors, Inc. He has been affiliated with CIBC Private Wealth and CIBC National Trust Company since 2005, totaling 21 years with the enterprise. CIBC Private Wealth Advisors offers investment advisory and wealth management services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal investment teams with governance committees to deliver customized portfolios and managed account programs, notable for its scale and involvement with investment company clients.

Michael Schneider is a financial advisor with Hightower Advisors in Chicago, holding a Series 66 designation and 13 years of industry experience. He has been with Hightower Securities and Hightower Advisors since 2012. Hightower Advisors provides investment advisory and planning services to a wide range of clients, including individuals, institutions, pension plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions, offering access to both affiliated and third-party managers, with investment options that include mutual funds, ETFs, alternative investments, and custom indexing.

Samuel Pollack is a financial advisor at Guardian Life and Park Avenue Securities LLC with a Series 66 designation and three years of industry experience. His background includes positions at CliftonLarsonAllen, LLP and FGMK, LLC, as well as founding a tax preparation service, SP Tax Services, LLC. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, pension plans, charitable organizations, and corporate clients, utilizing a range of proprietary and third-party investment programs.

Henry Nagel is a financial advisor at Oppenheimer in Chicago, IL, holding a Series 66 designation with one year of industry experience. His work history includes roles at Equity Lifestyle Properties, Monroe Capital, and Digital Design Corporation. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers various advisory programs across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary approaches.

Ester Viti is a financial advisor with Guardian Life and Park Avenue Securities who holds Series 63 and Series 65 licenses and has 23 years of industry experience. She has worked with Guardian Life and Park Avenue Securities for the past 10 years. Outside of her advisory roles, she serves on the College of Lake County Foundation Board. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser wholly owned by The Guardian Life Insurance Company of America. The firm offers brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Danny Kyle is a financial advisor at Oppenheimer with 39 years of industry experience. He has worked at Oppenheimer since 2003 and previously at CIBC World Markets Corp. for one year. His professional credentials include Series 63 and Series 66 licenses. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Kyra Meach is a financial advisor at Hightower Advisors with three years of industry experience. She holds the Series 66 designation and previously worked at Robert W Baird Co. Inc. and Googins Advisors Inc. Prior to her financial career, she was involved in various roles including work at the University of Wisconsin and Coldpsoons Gelato. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a comprehensive suite of portfolio management and financial planning services.

Michael Peloquin is a CFP® with nine years of industry experience, currently serving as a financial advisor at Oppenheimer since 2017. Prior to joining Oppenheimer, he worked at Apple Inc. for three years. He is a co-trustee of his wife’s personal trust and a trustee of his own family trust, both established for estate planning purposes. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a wide range of advisory programs with both discretionary and non-discretionary services, managing diverse portfolios through strategic asset allocation, manager selection, and regular reviews.

Kristin Donnelley is a CFP® professional with two years of industry experience, currently affiliated with Hightower Advisors in Chicago, IL. She has worked with The Lerner Group for four years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm integrates proprietary research and employs a combination of affiliated and third-party managers across various investment vehicles.

Mark Rodgers is a financial advisor with Concurrent Investment Advisors, LLC based in Chicago, IL, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His work history includes roles at Purshe Kaplan Sterling Investments, BMR Retirement Group, and Raymond James Financial Services, among others. Outside of his advisory work, Rodgers is a 50% owner of Drai's 1512 LLC, which owns the office property leased to BMR Retirement Group. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios using ETFs, mutual funds, and other securities, supported by extensive due diligence, strategic asset allocation, and a range of operational tools and third-party services.

Johnathan Ellison is a Series 66-licensed financial advisor with six years of industry experience. He currently works at Citigroup Global Markets and has previously held roles at several firms including Morgan Stanley, E*Trade Capital Management, and JPMorgan Chase Bank. Citigroup Global Markets serves a diverse client base ranging from workplace and high-net-worth individuals to ultra-high-net-worth segments. The firm offers a range of investment advisory programs and execution services, implementing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.

Jonathan Narbett is a financial advisor with Valic Financial Advisors in Chicago, IL, holding a Series 66 designation and 19 years of industry experience. He has been with Valic Financial Advisors since 2007 and also holds a position with Agia, focusing on non-securities insurance products. Valic Financial Advisors, Inc. primarily serves 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, using discretionary unified managed accounts and a technology-driven approach.

Daniel Ogrodny is a financial advisor at Mariner with two years of industry experience. He holds a Series 65 designation and has worked at Mariner Wealth Advisors since 2021, following prior roles at Arlington Wealth Management and The Planning Group. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering customized investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with third-party manager allocations and provides integrated tax and accounting services uncommon among large advisory enterprises.

Michael Kelly Jr. is a financial advisor with Oppenheimer in Chicago, IL, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked at Oppenheimer since 2018 and previously was affiliated with Wells Fargo Clearing and Wells Fargo Advisors. He serves as a trustee for his children’s trusts. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of programs including asset management, consulting, and retirement services, with advisory approaches spanning equity, balanced, and fixed-income portfolios on both discretionary and non-discretionary bases.

Jason Williams is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has three years of industry experience and has worked at Park Avenue Securities and Northwestern Mutual in addition to his current role. Guardian Life is the parent company of Park Avenue® Wealth Management, a dually registered broker-dealer and SEC-registered investment adviser. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, retirement plan consulting, and various investment advisory programs.

Jason Miller is a financial advisor at Schwab Wealth Advisory with 23 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including JPMorgan Securities LLC and Principal Life Insurance Company. Miller serves as treasurer of the St. Mary School Mokena IL Athletic Board. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and wealth management consultations for clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm’s advice is based on standard asset-allocation models and internal research tools, offering guidance on asset allocation and investment selection without exercising discretionary trading authority.