Nathan Peters is a financial advisor at Rockefeller Financial LLC in Chicago, holding a Series 66 designation with three years of industry experience. Prior to joining Rockefeller, he worked at Clemson University and Saint Viator High School. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, consulting, and operates as a registered broker-dealer providing investment banking and placement services through a Private Advisor model and a consolidated investment platform.

Colin Coine is a CFP® and Series 65-registered financial advisor with three years of industry experience. He is currently with Mariner and has previously worked at Waverly Advisors, LLC, StrategIQ Financial Group, LLC, Thrivent, and held roles outside of finance, including five years with the U.S. Soccer Federation. Mariner serves a wide range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm combines in-house research with third-party managers to implement customized portfolios and provides integrated tax and accounting services alongside administrative CFO capabilities.

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® and holds a Series 66 license, with 11 years of industry experience. She has worked at Cerity Partners LLC since 2023, following roles at Fidelity Investments and UBS. Cerity Partners advises a diverse client base, including individuals, families, business entities, and institutional investors, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services with an investment approach that combines quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.

Peter Conway is a financial advisor with Brookstone Capital Management LLC in Buffalo Grove, IL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Brookstone since 2017 and has been president and owner of Conway Tax Advisors since 2005, where he is involved in insurance and annuity sales as well as tax preparation through a co-owned tax advisory firm. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee programs. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, offering primarily discretionary investment management across various strategies and model portfolios.

Courtney Bonstrom is a Series 65-licensed advisor with Brookstone Capital Management LLC, based in Wheaton, IL, and has 15 years of industry experience. She has been with Brookstone Capital Management since 2011. Outside of her advisory role, she serves as an adjunct professor at Aurora University in a part-time, non-investment-related capacity. Brookstone Capital Management provides fee-based asset management and financial planning for a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs a range of strategic and dynamic asset-allocation models and offers discretionary portfolio management through various programs and sub-advisory relationships.

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.

Christopher Cralle is a financial advisor at Citigroup Global Markets with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies and maintains significant institutional scale alongside specialized market roles.

Bill Rizos is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Wells Fargo Bank, US Bank, U.S. Bancorp Investments, BMO Harris, and Country Capital Management Company. 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, as well as broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research, swap dealing, and futures commission merchant activities.

Paul Casazza is a financial advisor at Creative Planning with 19 years of industry experience and holds a Series 66 designation. His prior roles include positions at The Orchard Group, Dashboard Wealth Advisors, and Raymond James Financial Services. 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 assets and employs a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and integrated retirement plan services.

John Lubin is a financial advisor at Rockefeller Financial LLC with two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at AllianceBernstein, Brown Advisory, and Appreciate. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and provides a range of investment solutions through its Private Advisor model and the Rockefeller Global Investment Management platform.

Erin Kasik is a financial advisor at Rockefeller Financial LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior experience includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Stifel. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services, operating under a Private Advisor model with an integrated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

James Follstad is a financial advisor with Principal Financial Services who holds a Series 66 designation and has 18 years of industry experience. His career includes roles at Union Financial Inc. and Washington Avenue Advisors, alongside a long tenure with Principal Securities Inc. and Principal Life Insurance Co. He is involved in outside business activities related to group benefits and fixed insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Joseph Daly is a financial advisor with Brookstone Capital Management LLC holding Series 63 and Series 65 designations and 18 years of industry experience. He has worked at Brookstone Capital Management since 2015 and is also president of OMH Partner Group, where he provides financial aid and retirement planning services. Daly’s experience includes roles at Red Hawk Advisors, Inc. and OMH Partner Group. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other entities. The firm utilizes strategic and dynamic asset allocation models, multiple investment vehicles, and operates a turnkey asset management platform with discretionary portfolio management services.

Constantine Mulligan is a CFA® charterholder and holds a Series 65 license. He has 18 years of experience in the financial advisory industry, currently working at Cerity Partners LLC since 2019. His prior experience includes roles at Blue Prairie Group, LLC, RH Financial Group, LLC, and Results One Financial, LLC. Cerity Partners advises a diverse client base including high-net-worth individuals, families, institutions, and business entities, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and combines proprietary quantitative screening with third-party strategies and direct security selection, while also providing access to alternative and private market solutions for qualified clients.

Hope Babbington is a CFP® professional at Schwab Wealth Advisory with seven years of industry experience. She has worked in various roles within Charles Schwab entities since 2019 and has previous experience in insurance and education sectors. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s investment approach uses proprietary asset allocation models and research tools, offering client-tailored recommendations without exercising discretionary trading authority.

Lidija Gjorgjievska is a CFP®-designated financial advisor with 12 years of industry experience, currently with Schwab Wealth Advisory Inc. She has worked at Schwab Wealth Advisory since 2018 and has prior experience with TD Ameritrade and Northwestern Mutual Investment Management. Outside of finance, she teaches virtual yoga sculpt and strength training classes. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, utilizing a research-driven, asset allocation approach tailored to individual goals and risk tolerance.

William Traylor is a CFP® professional with eight years of experience in the financial advisory industry. He has worked at Mariner Wealth Advisors since 2019 and previously spent three years at OFM Wealth. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized, discretionary portfolios supported by both internal research and third-party managers, and provides integrated tax, accounting, and family office services uncommon among large advisory enterprises.

Ross Heinz is a financial advisor at Fifth Third Securities, Inc. with seven years of industry experience. He holds Series 65 and Series 63 designations and has worked with Fifth Third Securities since 2012, as well as with Fifth Third Bank since 2009. Fifth Third Securities serves a diverse client base, including individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers on the Passageway Managed Account Platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides a range of strategies including mutual funds, ETFs, separately managed accounts, tax overlay, and direct indexing.