Andrew Hambleton is a CFP® and holds a Series 65 license with seven years of industry experience. He is currently with Focus Partners Wealth, LLC and has prior experience at Kovitz Investment Group Partners, Telemus Capital, and BMO Private Bank. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, providing wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Kayla Benz is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and one year of industry experience. She previously worked at Rockefeller Capital Management from 2021 to 2024 and Whitnell & Co. from 2016 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 offers a range of portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services through a Private Advisor model and a consolidated investment platform.

Albert Kim is a CFP® certified financial advisor at Citigroup Global Markets with 13 years of industry experience. He previously worked at Northern Trust Bank and Northern Trust Securities, Inc. for five years each, and Ameriprise Financial Services, Inc. for three years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research, swap dealing, and futures commission merchant activities.

Timothy Kindelin is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. He has previously worked at McAdam Financial and spent four years at Indiana University. He holds the Series 65 designation. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm’s investment approach combines active and passive strategies with quantitative and fundamental analysis under an enhanced open architecture framework.

Michael Breen is a financial advisor at Mesirow Financial Investment Management, Inc. with 11 years of industry experience. He holds a Series 66 credential and has been with Mesirow Financial in various roles since 2014. Outside of his advisory work, he is a limited minority partner in The Road Less Traveled, a company that organizes adventure and community service travel programs for teenagers. Mesirow Financial Investment Management, Inc. provides discretionary and non-discretionary investment management and financial planning services for individuals, institutional clients, and government entities. The firm employs both quantitative and qualitative due diligence across various asset classes and offers access to proprietary private investment products and affiliated feeder funds.

Laura Hernandez is a financial advisor at Citigroup Global Markets in Chicago with eight years of experience at Citi Private Bank and five years at Citibank. She holds Series 63 and Series 66 designations. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, execution and custody services, and derivatives and futures services. The firm utilizes multi-asset, multi-manager strategies implemented through discretionary and non-discretionary programs and operates with a combination of large institutional scale and specialized market roles.

Christopher O’Neill is a CFP®, CFA®, and ChFC® with 26 years of experience in the financial services industry. He is currently with Mesirow Financial Investment Management, Inc., where he has worked since 2006, and has held roles at Mesirow Fiduciary Solutions, LLC and Precision Fiduciary Partners LLC. His career also includes a position at Quantalent Investment Consulting, LLC from 2003 to 2004. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning to a diverse client base including individuals, pension plans, government entities, and charitable organizations. The firm employs a structured investment process involving policy statements, asset allocation, and due diligence across various asset classes, offering access to both third-party managers and proprietary private investment products.

Mehgan Zuniga is a financial advisor at Rockefeller Financial LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Merrill Lynch and Bank of America. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients by offering discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm operates as both a registered investment adviser and broker-dealer, providing a broad range of investment and advisory services through its Private Advisor model and a consolidated investment platform.

Anthony Cruz is a financial advisor with Wealthspire Advisors in Chicago, holding Series 63, 65, and 66 licenses and 19 years of industry experience. His work history includes roles at Lenox Wealth Advisors, Lenox Advisors, MML Investors Services, Mass Mutual Life Insurance Company, and Merrill. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets with about 220 advisors and nearly 9,700 clients. The firm serves individuals, corporate and pension plans, nonprofits, and foundations, applying an institutional-style asset allocation framework and providing a range of wealth management and financial planning services.

Naomi Ekine is a financial advisor at William Blair with Series 66 credentials and one year of industry experience. Her prior roles include positions at Avidian Wealth Solutions and various academic institutions including the University of Houston. 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 multiple asset classes and provides proprietary models and private fund opportunities.

David Suominen is a financial advisor at Fifth Third Securities, Inc. in Chicago, IL, with 7 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2018, also working at Fifth Third Bank since 2015. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm provides access to multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with integrated regulatory and supervisory processes.

Edward Phillipp Jr. is a financial advisor at Rockefeller Financial LLC with 50 years of industry experience. He previously worked at Stifel for 11 years before joining Rockefeller Financial in 2026. He holds Series 63 and Series 65 licenses. Phillipp also serves on the advisory board for the Dakota Pacific Real Estate Fund, a direct investment real estate partnership. 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 portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services through a Private Advisor model and a consolidated investment platform.

Conor Mack is a financial advisor at PNC Wealth Management in Chicago, IL, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Equitable Advisors, LLC, and various non-financial organizations such as Champaign Country Club and CoinFlip/Olliv. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital discretionary model account that utilizes algorithmic risk assessments and invests in mutual funds and ETFs with annual rebalancing.

Dylan Bushelle is a financial advisor at Cresset Asset Management, LLC with one year of industry experience. He previously worked at Goldman Sachs for two years and has held positions at J.P. Morgan Chase & Co., Ameriprise Financial, and Indiana University. Dylan holds Series 63 and Series 65 licenses. Cresset Asset Management is a multi-disciplinary investment adviser that manages approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles with wealth management, financial planning, and portfolio management services, employing a disciplined, risk-aware approach across a broad range of asset classes.

Ryan Schofield is a financial advisor with Valic Financial Advisors in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Valic Financial Advisors since 2014 and is also an agent with Agia, involved in non-securities insurance products. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet UMA models to construct client portfolios.

Michael Porrey Jr. is a CFP®-certified financial advisor with 32 years of industry experience. He is currently with Private Advisor Group, LLC and has prior experience at MAP Wealth Management LLC, Iht Wealth Management LLC, and LPL Financial, LLC. His other activities include serving as a notary. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, offering access to a variety of managed account solutions and third-party managers.

Heather Johnson is a financial advisor at CIBC Private Wealth Advisors, Inc. with 28 years of industry experience. She holds Series 63, Series 65, and Series 66 designations. Her previous roles include positions at CIBC Bank USA, Ausdal Financial Partners, Global Portfolio Strategies, and Edward Jones. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal investment teams and governance committees to deliver customized portfolio management and wealth advisory services, offering both proprietary and external strategies, including options hedges and structured notes.

Michael Calabrese is a CFP® certificant with 19 years of industry experience, currently serving at Citigroup Global Markets since 2022. He previously worked at Woodbury Financial Services, Inc. for nine years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including acting as a swap dealer and futures commission merchant.

Timothy Musial is a CFA® charterholder with nine years at CIBC Private Wealth Advisors and a total of 15 years of industry experience, including six years at Geneva Advisors. He is based in Chicago, IL. CIBC Private Wealth Advisors serves a diverse client base such as 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, combining internal and external resources to deliver tailored investment solutions.

Edwin Belogorlov is a financial advisor with TIAA-CREF in Chicago, IL, holding a Series 66 designation and seven years of industry experience. Prior to joining TIAA-CREF, he worked at Nuveen Securities, LLC for nine years and has additional experience at Verizon and T-Mobile. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers 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’s advisory model distinguishes time-limited planning services from ongoing portfolio management, with an emphasis on fiduciary standards and the use of both model and customized portfolios.