Jacqueline Moss is a CFA® charterholder with 25 years of industry experience. She 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, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides proprietary models and access to private funds through its integrated platform.

Connor Simios is a CFP® and Series 65-licensed advisor with Wealth Enhancement Advisory Services, LLC. He has six years of industry experience, including prior roles at Vermillion Financial Advisors and Willow Creek Community Church. He joined Wealth Enhancement Advisory Services in 2025. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting through a network of advisors, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Jeremy Knobel is a CFP® and ChFC® professional with 25 years of experience in the financial industry. He is associated with Guardian Life and Park Avenue Securities, where he has worked since 2011. Knobel operates JSK Financial Services LLC, providing group employee benefits and individual insurance, and serves as co-trustee of the Seth Knobel Revocable Trust. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charities, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and a combination of proprietary and third-party investment advisory programs.

Melissa Wiss is a financial advisor at Creative Planning with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Lockton Investment Advisors, Lockton Financial Advisors, and Lockton Companies. Wiss is based in Chicago, IL. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and supplemental tactics such as direct indexing and tax-loss harvesting.

Mikela Ryan is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Deerfield, IL, and has two years of industry experience. Her background includes roles at Goldman Sachs since 2023, as well as experience with JT Fitness MKE LLC, The Lowlands Restaurant Group, and Marquette University’s Office of Risk Management and Law School. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individuals, executives, plan sponsors, and institutional clients, offering tailored investment strategies supported by the firm’s extensive research and operational capabilities across the Goldman Sachs network.

Matthew Alcorn is a financial advisor with TIAA-CREF, holding Series 66 and Series 63 designations and 25 years of industry experience. His prior experience includes roles at BMO Capital Markets Corp. and TradeStation Securities, Inc. Matthew is based in Evanston, IL. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm acts as adviser to a donor-advised fund and operates within a vertically integrated structure that includes affiliated funds.

Patricia Luken is a financial advisor at Valic Financial Advisors with eight years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Barclays Bank plc. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that serves primarily U.S. individuals, including high net worth clients, as well as employer-sponsored retirement participants. The firm uses a technology-driven approach, offering discretionary unified managed accounts and financial planning through a large network of advisors.

Cary Margolis is a financial advisor at Bankers Life Advisory Services, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Western International Securities, Inc. and National Planning Corporation. Margolis is based in Chicago, IL. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving 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 customized portfolios aligned with clients’ goals and risk tolerances.

Mariam Blanco Paz is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and less than one year of industry experience. Her prior roles include positions at Satori Energy, Bundlar, CME Group, and multiple engagements at Lake Forest College. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients, leveraging centralized investment resources and integrated financial group capabilities.

Ross Ferrier is a financial advisor with CIBC Private Wealth Advisors, Inc. based in Chicago, IL. He holds a Series 65 designation and has 27 years of industry experience, having worked with CIBC Wood Gundy and CIBC Private Wealth since 1999. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base including individuals, families, trusts, and investment companies. The firm combines internal investment teams, relationship managers, and governance committees to deliver customized portfolios, utilizing both proprietary and external strategies, with notable specialization in managing assets for investment company clients.

Brian Marshall is a financial advisor at William Blair with 31 years of industry experience. He has been with William Blair & Company L.L.C. since 1994. He holds the Series 63 and Series 65 designations. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm utilizes 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.

Kenny Garcia is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2019, following a three-year tenure at Wells Fargo Bank, N.A. Based in Chicago, IL, Garcia currently serves clients through Citigroup’s enterprise platform. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides specialized solutions for high-net-worth and ultra-high-net-worth clients.

Olivia Postweiler is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Ostrow Reisin Berk & Abrams and DePaul University. Additionally, she has worked in various other sectors, including the Park Ridge Park District and Bear & The Butcher. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning and portfolio management alongside specialized services such as Private Family Office and Executive Wealth programs. The firm employs strategic and tactical allocation models supported by proprietary research and provides clients access to a broad suite of affiliated financial products and platforms.

Jeffrey Graff is a financial advisor with Eagle Strategies (NY Life) based in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Graff Financial Group since 2015 and Oakwell Financial Partners from 2017 to 2019. Outside of his advisory work, he volunteers as a youth football coach in Orland Park. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advisory solutions through various program types, with a significant portion of assets managed on a non-discretionary basis.

Philip Cole is a CFP® professional with 19 years of industry experience. He has worked at MAI Capital Management since 2021 and previously spent 12 years with Hochman Cole Investment Advisors, Inc. and Cetera Financial Specialists LLC. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a range of investment strategies and integrates financial planning and tax services into client relationships.

Caitlin Dahl is a financial advisor at Rockefeller Financial LLC with nine years of industry experience. She holds the Series 63 and Series 66 licenses and has worked previously at Morgan Stanley, RBC Capital Markets, and The Huntington Investment Company. 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, operating as both a registered investment adviser and broker-dealer with a consolidated investment platform that includes discretionary and non-discretionary solutions across various asset classes.

Eric Freckman is a CFP®-certified financial advisor with 25 years of industry experience. He has been with Private Advisor Group, LLC since 2015, following a 22-year tenure at LPL Financial, LLC. Outside of his advisory role, Mr. Freckman is also a notary public. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Jennifer Vinovich is a financial advisor at Equity Services, Inc. with eight years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Equity Services since 2018, alongside roles with National Life Group, Truewealth Advising Group, and Hilbrich Law Firm. Outside of her advisory work, she is involved in community activities including serving on the board of the Fellowship of Christian Athletes and facilitating youth golf camps through Birdie Time Golf, LLC. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm provides multiple advisory platforms and works with third-party asset managers, combining long-term investment strategies with options for shorter-term trading and specialized instruments.

George Costakis is a financial advisor with Eagle Strategies (NY Life) in Deerfield, IL, holding the ChFC® designation and Series 63 license. He has 50 years of industry experience, including over two decades with Eagle Strategies and long tenures at Nylife Securities LLC and New York Life Insurance Company. Outside of his advisory role, he is involved in insurance brokering across multiple product lines and is a shareholder in NYLARC Holding Company, Inc. Eagle Strategies serves a diverse client base including individuals and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through various program types, primarily managing assets on a non-discretionary basis and operating within an integrated New York Life affiliate structure.

Steven Hollon is a Certified Financial Planner® (CFP®) with six years of industry experience. He is currently with Corient and has previously worked at Balasa Dinverno Foltz LLC and Crowe LLP. 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 uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools to align portfolios with client objectives.