Kevin Cole is a financial advisor at The Huntington Investment Company in Chicago, IL, holding Series 63 and Series 66 licenses with three years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and New York Life Insurance Company. The Huntington Investment Company serves individuals, charitable organizations, corporations, and business entities with advisory and brokerage services, offering multiple wrap-fee programs on the Envestnet MAS platform that utilize an open-architecture model combining third-party sub-managers and affiliate offerings.

Paul Kowalski is a CFP® professional with 22 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and Novus Wealth Strategies, and has held prior roles at Ameriprise, Windrose / ESG Advisors, Cetera Advisors, and Investors Capital Corporation. Outside of his advisory work, Kowalski owns Trident Wealth Management Group, a private entity involved in securities, advisory, and insurance activities. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, and offers operational, trading, technology, investment management, compliance, and practice-management support to its affiliated advisors.

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.

Edward Kill is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has worked at Harris Investor Services, Inc. and Harris NA prior to joining Huntington in 2021. Based in Chicago, IL, he provides advisory and brokerage services through Huntington’s platform. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities, offering multiple wrap-fee programs on the Envestnet MAS platform. The firm uses an open-architecture model combining third-party and proprietary strategies, with advisory arrangements primarily structured as percentage-of-assets wrap fees.

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.

David Venegas is a financial advisor at Focus Partners Wealth, LLC with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including The Colony Group, LLC, InterOcean Capital Group, LLC, Citigroup, Fifth Third Bank, Fifth Third Securities, Optionsxpress, Inc., and Charles Schwab. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach emphasizing tax- and fee-sensitivity within an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Amit Dhawan is a CFA® charterholder with 22 years of industry experience. He has worked at CIBC Private Wealth Advisors, Inc. since 2017 and previously held roles at Atlantic Trust Investment Advisors, Gnv Advisors, and Geneva Investment Management of Chicago. Located in Chicago, IL, he holds a Series 63 license. CIBC Private Wealth Advisors serves a wide range of clients, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers portfolio management, financial and estate planning, and Family Office services, combining proprietary strategies and external managers within a governance structure involving investment committees.

Lora Carlon is a financial advisor with Oppenheimer in Chicago, IL, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. She has been with Oppenheimer since 2005. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, retirement services, and financial planning. The firm employs strategic and tactical asset allocation along with manager selection across various investment vehicles, serving as a qualified custodian and maintaining both discretionary and non-discretionary advisory programs.

James Barasa is a financial advisor with CIBC Private Wealth Advisors, Inc. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Prior to joining CIBC in 2017, he worked at AT Investment Advisors, Inc., Gnv Advisors, LLC, and Geneva Investment Management of Chicago, LLC. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team and governance committees to create customized portfolios using proprietary offerings and external managers, notably managing assets for several CIBC Atlas funds.

Adam Boersma is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup since 2017, following two years at Geneva Advisors LLC. Based in Chicago, IL, Boersma focuses on serving clients within a large institutional framework. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale, including in-house research, swap dealer and futures commission merchant roles.

Andrew Phillips is a financial advisor at Citigroup Global Markets with two years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. before joining Citigroup. 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 and provides bespoke discretionary solutions for large relationships.

Adolfo Alvarez is a financial advisor with Valic Financial Advisors in Chicago, IL, holding Series 65 and Series 63 licenses and possessing 11 years of industry experience. He has worked at Valic Financial Advisors in various capacities since 2015 and has also served in a role with the City of Chicago. Outside his advisory work, he is involved as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and centralized technology to manage assets at scale.

Christopher Smulski is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has 21 years of industry experience, including roles at Wells Fargo Advisors and Wells Fargo Clearing. He serves as a board member for Saint Mary of the Angels Catholic School in Chicago, providing consultation on school-related issues. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary manager relationships supported by third-party platforms and delivers proprietary research and supervisory oversight through its Investment Advisory Group.

Alexander True is a Series 65 licensed advisor at Corient in Chicago, IL, with one year of industry experience. He has prior experience at Vivaldi Capital Management, Holl Financial Services, and Charles Schwab & Co., Inc. before joining Corient. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team approach to portfolio management, combining in-house strategies with third-party managers and specialized offerings through affiliates.

Sofia Mondragon Castillo is a financial advisor at Citigroup Global Markets with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at JPMorgan Securities LLC and JPMorgan Chase Bank NA. Citigroup Global Markets serves a broad range of individual and institutional clients, 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 and security pricing, and provides a variety of advisory, execution, and custody services.

Bridgid Kyle is a financial advisor with CIBC Private Wealth Advisors, Inc. in Chicago, IL. She holds Series 63 and Series 65 designations and has 30 years of industry experience. Her 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 diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a collaborative investment process and offers a range of services including portfolio management, financial and estate planning, manager selection, and coordinated Family Office services.

William Escamilla is a CFP® with 40 years of industry experience. He has worked at William Blair and Company, L.L.C. since 2004 and at Deutsche Bank Securities Inc. since 2001. He is based in Chicago, IL, and holds Series 63 and Series 65 licenses. 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 equities, fixed income, and alternative strategies, offering proprietary models and access to private funds through its MB Investments Program.

Daniel Boldon is a CFP® professional with two years of industry experience, currently serving at Corient in Chicago, IL. His prior roles include positions at Gofen and Glossberg, Societe Generale, and Deutsche Bank. Boldon has been with Corient since 2022 and has experience spanning both advisory and financial services firms. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach combining internal security and fixed-income strategies with third-party solutions and employs risk management tools and stress testing to align portfolios with client objectives.

Kellin Mcgowan is a financial advisor with Citigroup Global Markets in Chicago, holding a Series 66 designation and three years of industry experience. Prior to joining Citigroup, he held roles at CASA and Every Campus a Refuge and worked in various positions at the University of Chicago and other organizations. Citigroup Global Markets serves individual and institutional clients across wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles including in-house research and derivatives services.

Lori Hansen is a financial advisor at William Blair with 40 years of industry experience. She holds the Series 63 and Series 65 designations and has been with William Blair & Company L.L.C. since 1982. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, and institutional clients. The firm employs an active, research-driven approach across various asset classes and provides proprietary models and access to private funds and co-investment opportunities.