Jennifer Thurswell is a financial advisor with Schwab Wealth Advisory in Chicago, IL. She holds a Series 65 designation and has industry experience beginning in 2025. Her prior work includes five years at Harrison, LLP, one year at Katten Muchin Rosenman, LLP, and three years at Reed Smith LLP. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm uses Charles Schwab & Co.’s asset-allocation models and internal research tools, with client authorization required for trades.

Cramer Soebbing is a CFP® professional with 11 years of industry experience, currently with Mariner. He previously worked at Mariner Wealth Advisors from 2015 to 2018. Outside of his advisory role, he serves on the advisory board of the H Foundation, which organizes charitable events and raises funds for basic science cancer research. Mariner serves a diverse range of clients, including individuals, trusts, pension plans, and charitable organizations, providing services such as investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and is noted for its integration of tax and accounting services alongside traditional portfolio management.

Nelson Summary is a financial advisor at Cerity Partners LLC based in Chicago, IL. He holds a Series 65 designation and has three years of industry experience, including prior roles at GeoWealth and the University of Wisconsin–Madison. Cerity Partners advises a diverse client base, including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services with an investment framework centered on client-specific profiles, proprietary quantitative screening, and access to alternative and private market solutions for qualified clients.

Nadim Zayed is a CFP® professional with 24 years of industry experience. He has been with Brookstone Capital Management LLC since 2006 and is also associated with Prizm Financial Advisors. Outside of his advisory work, he is a shareholder in a law firm specializing in estate planning. Brookstone Capital Management LLC 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, delivering investment management primarily on a discretionary basis via various model portfolios and managed accounts.

Rawan Elshair is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She has been with Citigroup since 2012 and holds Series 63 and Series 66 designations. Outside of her advisory work, she is involved as an owner and manager of eLZee LLC, a real estate and retail sales business in coordination with her family, and is a member of ZHKICKS LLC, an e-commerce retail company. 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 employs multi-asset, multi-manager strategies and maintains significant institutional roles including in-house research and futures commission merchant activities.

Christopher Alvarez is a financial advisor at Brookstone Capital Management LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Impact Investors and Jewel Osco. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Philip Brines is a financial advisor with Principal Financial Services holding a Series 66 designation and two years of industry experience. His prior work includes roles at LPL Enterprise and The Prudential Insurance Company of America. Outside of his advisory work, he is a musician and drummer with Orchestra 33 Entertainment, a position he has held since 1998. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money managers through both adviser and promoter arrangements.

Michael Smith is a CFP® with 24 years of industry experience, currently advising at Mariner Wealth Advisors since 2023. His prior roles include positions at United Capital Financial Advisers and D3 Financial Counselors. Mariner Wealth Advisors serves a diverse client base, including high-net-worth individuals, institutions, and charitable organizations, offering investment management, financial planning, retirement consulting, and integrated tax and family office services. The firm employs customized, discretionary portfolios supported by internal and third-party management resources and provides specialized retirement plan solutions and employer financial wellness tools.

Bryanna Unzueta is a financial advisor at William Blair with a Series 66 credential and two years of industry experience. Her prior work includes roles at DePaul University, Propharma Group, and Rush University Medical Center. 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, utilizing active, research-driven strategies across various asset classes.

Brett Van Bortel is a financial advisor at Brookstone Capital Management LLC with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Invesco Distributors, Inc. and the Organic Growth Institute. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes strategic and dynamic asset-allocation models, a mix of ETFs, mutual funds, individual securities, and options-enhanced strategies, and serves as both a primary advisor and sub-advisor through its turnkey asset management platform.

Jennifer Dougherty is a financial advisor with Eagle Strategies (NY Life) in Downers Grove, Illinois, holding a Series 66 designation and 18 years of industry experience. She has been with Eagle Strategies since 2011 and affiliated with New York Life entities since 2010. Outside of her advisory work, she owns Simply Gourdgeous, a seasonal business creating fall-themed displays using pumpkins and gourds. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement plan advisory services through a broad network of affiliated advisers. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Angel Montano is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2006 and has held roles at Chase Investment Services Corp., Banc One Securities Corporation, and Strong Capital Management Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset-allocation models and research tools to tailor recommendations based on clients’ goals and risk tolerance.

Christopher Kurimay is a financial advisor at Citigroup Global Markets with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at U.S. Bancorp Investments and U.S. Bank. He is based in Chicago, IL. 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 employs multi-asset, multi-manager strategies and maintains institutional-scale operations including in-house research, derivatives services, and bespoke solutions for large client relationships.

Christopher Pohlman Jr. is a financial advisor at Creative Planning with 25 years of industry experience. He previously spent 19 years at Mesirow Financial, Inc. He serves on the advisory board of Empower Retirement, participates in the President’s Leadership Counsel at Benedictine University, and is a board representative for Choose DuPage, focusing on economic growth and development. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base including individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and selective private market exposure.

Violet Gesing Alicea is a financial advisor with Principal Financial Services in Downers Grove, IL, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. She has worked with Principal Life Insurance Company and Princor Financial Services Corporation since 2001. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Talonda Howard is a financial advisor at Empower Advisory Group with 17 years of industry experience. She holds Series 63 and Series 66 registrations and has previously worked at GWFS Equities, Bankers Life Securities, and Valic Financial Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer‑sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders, using an integrated model tied to Empower’s recordkeeping and administrative platforms.

Christine Bacharz is a financial advisor with Mariner Wealth Advisors, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services and Wells Fargo Commercial Distribution Finance. Mariner serves a diverse client base, including individuals, high-net-worth households, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by internal research and third-party managers, and it provides integrated tax, accounting, and family office services along with employer financial wellness tools.

Robert Westberg is a CFP® and ChFC® with 34 years of industry experience. He has been affiliated with Eagle Strategies since 2000 and with NYLife Securities Inc. since 1993. Outside of his advisory work, Westberg is a CPA and owns a separate business. Eagle Strategies serves a diverse client base including individuals, defined contribution and benefit plans, charitable organizations, and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Yat Hong Leung is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and seven years of industry experience. Prior to joining Citigroup in 2020, Yat worked at JP Morgan Chase Bank and JP Morgan Securities LLC from 2017 to 2020, as well as at Fresenius Medical Care Hong Kong Limited in 2016-2017. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles such as operating as a swap dealer and futures commission merchant.

Frank Carbonara is a financial advisor with Truist Advisory Services in Chicago, IL, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, J.P. Morgan Securities, and UBS Financial Services. Outside of his advisory work, he owns investment real estate in Wheaton, IL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation analysis, fiduciary support, and a manager-selection program implemented through discretionary and non-discretionary strategies with third-party platforms and oversight.