Richard Peloquin is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and 48 years of industry experience. His prior work includes positions at CIBC World Markets Corp. and Fahnestock & Co. Inc., where he has been since 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers various programs including asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary approaches tailored to client objectives.

Mark Slater is a Series 65-licensed advisor with CIBC Private Wealth Advisors, Inc. in Chicago, IL. He has been with CIBC Wood Gundy – CIBC Private Wealth since 1995, accumulating 31 years of industry experience. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers customized portfolio management, financial and estate planning, and access to specialized strategies, supported by a governance structure including an Investment Policy Committee and an Asset Allocation Committee.

Joshua Walshe is a CFA® charterholder with 23 years of experience in the financial industry. He has been with William Blair since 2018 and previously worked at First Command Advisory Services and First Command Financial Planning, Inc. His career also includes a brief period at Huber Financial Advisors, LLC. 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, using an active, research-driven approach across multiple asset classes.

Desiree Lukian is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 20 years of industry experience. Her career includes multiple tenures at Citigroup Global Markets as well as positions at Merrill and Bank of America. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside execution and custody services. The firm is notable for its combination of large institutional scale, in-house research and pricing activities, and specialized market roles such as swap dealer and futures commission merchant.

Gregg Winter is a financial advisor at Oppenheimer with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Morgan Stanley. Winter has been with Oppenheimer since 2018. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of discretionary and non-discretionary investment programs and consulting services, with a notable emphasis on maintaining custody of client assets as a qualified custodian.

Michelle Colquhoun is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Stifel for 11 years prior to joining Rockefeller Financial. Colquhoun serves on the advisory board of Invest for Kids, is a parent representative on the Alcott Elementary Local School Council, and is a board member of the Children's Advocacy Centers of Illinois. 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, and placement and investment banking services.

Michael Pezzuto is a CFP® with 17 years of industry experience, currently serving as a financial advisor at William Blair since 2013. He holds Series 63 and Series 65 licenses. 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 employs an active, research-driven approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Dillon Gorham is a financial advisor with Wealthspire Advisors in Chicago, holding Series 65 and Series 63 licenses and four years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Co., as well as experience outside finance at companies such as Golftini. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets with around 220 advisors serving nearly 9,700 clients. The firm offers wealth management, financial planning, and retirement-plan consulting through an institutional-style asset allocation framework and a mix of investment vehicles, tailoring services to individual client needs.

Ryan Harrison is a financial advisor with NewEdge Advisors, holding a Series 66 credential and one year of industry experience. His prior work includes roles with the Chicago Bears and International Sports Management, among others. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management, financial planning, and retirement consulting services, utilizing technology and a combination of in-house and third-party investment strategies.

Daniel Schreiner is a financial advisor at Oppenheimer with 19 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2019, previously serving at Ameriprise Financial Services and Raymond James & Associates. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary management approaches.

Alexander Brown is a financial advisor at Corient in Chicago, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Deloitte LLP and two years as a self-employed professional. 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 investment approach that integrates in-house strategies with third-party managers and employs risk management tools and alternative investments where appropriate.

Alexander Scull is a financial advisor at William Blair with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with William Blair since 2017. In addition to his advisory role, he has been affiliated with Duke University since 2015. 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 equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Bruce Klein is a CFA® charterholder with 38 years of industry experience. He is currently with CIBC Private Wealth Advisors, Inc., where he has worked since 2017. His prior experience includes roles at Atlantic Trust Investment Advisors Inc, Gnv Advisors, LLC, and Geneva Investment Management of Chicago, LLC. CIBC Private Wealth Advisors delivers investment advisory and wealth management services to a diverse client base, including individuals, families, trusts, corporations, and investment companies. The firm employs a comprehensive investment process that integrates internal teams and external managers to offer customized portfolios, including options strategies and coordinated Family Office services for complex needs.

Steven Coleman is a financial advisor at Rockefeller Financial LLC with 25 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America N.A. and Merrill for 11 years. Outside of his advisory role, he serves as a board member for a homeowners association and manages a family LLC focused on estate planning investments. 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 utilizes a consolidated investment platform to deliver a range of discretionary and non-discretionary investment solutions.

Brian Glynn is a Series 66 credentialed advisor at William Blair in Chicago, IL, with 12 years of industry experience. He has been with William Blair & Company since 2017 and previously worked at Foreside Fund Services, LLC and Cedar Capital, LLC. 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 and offers proprietary models and access to private funds and co-investment opportunities.

Robert Cullen is a CFP® professional with 19 years of experience in the financial services industry. He is currently with PNC Wealth Management and has previously worked at Ameriprise, Edward Jones, Citibank, BMO Wealth Management, and Fifth Third Bank. Outside of his advisory role, he is a co-owner of The Bet Exchange LLC, a software development company holding two patents. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that utilizes algorithmically selected risk profiles and invests in mutual funds and ETFs with annual rebalancing.

Mary Teresa Roberto is a financial advisor at Focus Partners Wealth, LLC in Chicago, IL, holding a Series 66 credential with six years of industry experience. She has worked previously at Kovitz Investment Group Partners, Telemus Capital, Sanctuary Advisors, Bank of America, and Merrill. Focus Partners serves individuals, high-net-worth families, family offices, and corporate and institutional clients, offering a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Onjada Haggard Richardson is a financial advisor at Citigroup Global Markets with 29 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Citigroup Global Markets since 2007. Richardson serves on the Board of Directors for Mercy Housing Lakefront, an organization that provides affordable housing and social services in Chicago and the greater Chicagoland area. 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 unique market roles, including in-house research and security-pricing activities, swap dealing, and futures commission merchant operations.

Samuel Strum is a financial advisor at Eagle Strategies (NY Life) with nine years of industry experience. He holds Series 63 and Series 66 credentials and has worked with New York Life Insurance Company and related entities since 2017. Outside of his advisory role, he is a board member of Cadence Music NFP and the 20s and 30s board at the Marlene Meyerson JCC Manhattan, and he is involved as a partner in Broadway Goes A Cappella, a concert production blending theater and a cappella performances. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types, emphasizing tailored recommendations and fiduciary responsibilities, and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Renate Knippen is a financial advisor with Eagle Strategies (NY Life) in Chicago, IL, holding Series 63 and Series 65 licenses and having three years of industry experience. She has worked with NYLIFE Securities LLC, Evelin Flaherty Freytas, Mastermind Wealth Strategies LLC, and operated Knippen Enterprises Inc. outside of her current role. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, delivering advice through various program types tailored to client objectives.