Pikyu Cheng is a financial advisor at Citigroup Global Markets with nine years of industry experience. Cheng holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. 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 and maintains large institutional capabilities, including in-house research and specialized market roles.

Terri Ucci is a financial advisor at Rockefeller Financial LLC with Series 63 and Series 65 credentials and 36 years of industry experience. She previously worked at Merrill and Bank of America, NA. Outside of her advisory work, she is involved in managing commercial and residential real estate through her ownership and leadership roles in TUCCI II, LLC and 2UCCI, LLC. 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 combines a Private Advisor model with a consolidated investment platform, offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services including placement and investment banking.

Thomas Wilson is a financial advisor at William Blair with a Series 66 designation and three years of industry experience. He previously worked at UBS Financial Services Inc. and has held multiple roles at William Blair since 2022. His background also includes four years at The University of Alabama and four years at New Trier Township High School. 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 emphasizes active, research-driven management across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Kevin Ward is a CFP® professional with eight years of experience in financial advising. He has worked at Moneta Group Investment Advisors, LLC since 2015, with a two-year tenure at Briar Hall LLC between 2018 and 2020. He is based in Chicago, IL. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, including retirement plans and foundations. The firm provides portfolio management, financial planning, family office services, and concierge offerings, operating with partner-led teams supported by a centralized investment department that emphasizes diversified, multi-asset allocations and ongoing monitoring.

Joseph Pasquale is a financial advisor at Valic Financial Advisors in Chicago, IL, holding a Series 66 designation. He began his advisory career in 2026 and has prior experience in educational roles at the University of Cincinnati, Ursuline High School, and St Charles School. 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 offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and overlay services on the Envestnet platform.

Grant Trisch is a financial advisor with TIAA-CREF based in Chicago, IL. He holds a Series 66 designation and has five years of industry experience. Prior to joining TIAA-CREF, he worked at Michigan State University and had brief roles at Master Stroke Painting and Bieker Farms. TIAA-CREF’s Advice & Planning Services division provides 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 offers a range of investment approaches including model portfolios and customized management under a fiduciary standard.

Thomas Riesenberg is a financial advisor at William Blair with 11 years of industry experience. He holds the Series 66 designation and has been with William Blair & Company since 2011. The firm’s Private Wealth Management division provides discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. William Blair pursues active, research-driven management across equities, fixed income, and alternative strategies, offering proprietary models and access to private funds through its MB Investments Program.

Brian Rogan is a financial advisor at Truist Advisory Services with five years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Bank and Associated Bank. Rogan is based in Chicago, IL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager‑selection program, using a combination of discretionary and non‑discretionary services supported by inter‑affiliate integration.

Osman Galvez Matamoros is a financial advisor at William Blair with six years of industry experience. He holds the Series 66 designation and has been with William Blair since 2017, following three years at Mercer Investments. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm uses an active, research-driven approach across various asset classes and provides proprietary models, access to private funds, and co-investment opportunities.

Kena Contractor is a financial advisor at Equity Services, Inc. with 15 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Mass Mutual Investors Services, Transamerica Financial Advisors, and World Financial Group. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Nacor Martinez is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank in 2024, he worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank for over a decade. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines bank affiliation with municipal-advisor registration and provides access to various managed-account programs, including advisor-directed models, separately managed accounts, and direct indexing options.

Peter Korbakes is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 licenses. He has 10 years of industry experience and has been affiliated with Eagle Strategies since 2021. In addition to his advisory work, he owns Far and Sure Golf Tours LLC, which facilitates golf trip planning to Ireland, Scotland, and England through partnerships with international golf courses. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm provides tailored advisory solutions across multiple program types and manages a substantial asset base primarily on a non-discretionary basis.

Nicholas Cosky is a CFP® with 17 years of industry experience, currently serving at Corient. He has held roles at Balasa Dinverno Foltz LLC for 12 years and has been with Corient and its related entities since 2022. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses advanced risk management tools to align portfolios with client objectives.

Margherita Johnson is a CFP® with 24 years of experience in the financial services industry. She has been with Lincoln Investment Planning, Inc. since 2011 and also owns Your Broker Financial, where she sells life insurance, fixed annuities, and health, disability, and long-term care insurance. Her background includes nearly two and a half decades in both advisory and insurance roles. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individual investors, high-net-worth clients, trusts, charities, and retirement plans. The firm offers comprehensive financial planning and portfolio management, employing a mix of advisor- and firm-managed model portfolios, third-party managers, and an in-house Investment Management & Research team.

Craig Price is a financial advisor at Mesirow Financial Investment Management, Inc. in Chicago, IL, holding the CFP® designation with 32 years of industry experience. His prior roles include positions at Imprint Wealth LLC, Impact Capital Funds, Inc., Laidlaw Wealth Management, CapitalRock Financial, and Hayden Royal. Mesirow Financial Investment Management’s Wealth Management division offers discretionary and non-discretionary investment management and financial planning to private individuals, institutional clients, and government entities. The firm employs a disciplined investment process involving asset allocation, due diligence, and access to proprietary private investment products and third-party managers.

Jacob Gariup is a financial advisor at William Blair with seven years of industry experience. He holds the Series 66 designation and has worked at William Blair since 2018, with prior experience at AHC Funds and Mesirow Financial. Outside of finance, he is a partner in White Tree Creative Group, an event planning and marketing firm based in Indianapolis. 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, sub-advisory options, and access to private funds and co-investment opportunities.

Craig Janus is a CFP® with 15 years of industry experience and is currently with Rockefeller Financial LLC. His prior experience includes roles at Whitnell & Co. from 2007 to 2021 and Rockefeller & Co. from 2021 to 2023. He is involved with the Financial Planning Association of Illinois, where he provides educational seminars to financial planning professionals as part of the West Suburban Board. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, and family offices, as well as 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 that provides securities transactions, insurance products, and placement and investment banking services.

Edward Hawley is a financial advisor with Eagle Strategies (New York Life) based in Chicago, IL, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked with Eagle Strategies and New York Life entities since 2012 and currently operates under the Alpha Solutions Group for brokering insurance products. Hawley is a minority investor in a restaurant and holds a passive investment in cryptocurrency. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types and focuses on tailored recommendations across both discretionary and predominantly non-discretionary asset management.

Daniel Jones is a financial advisor at Corient with 18 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Vivaldi Capital Management, LLC and Cedar Hill Associates, LLC. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and custom asset allocation, incorporating risk management tools and alternative investments where appropriate.

Jack Brown is a financial advisor at William Blair with 13 years of industry experience. He holds a Series 66 designation and has been with William Blair & Company since 2013. Brown serves as a board member of Bunn-O-Matic Corporation. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients, employing an active, research-driven approach across equities, fixed income, and alternative strategies.