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 with Eagle Strategies (New York Life) based in Chicago, IL, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His work history includes roles with Eagle Strategies, New York Life Insurance Company, Nylife Securities LLC, and Broadway Asia International. Outside of financial services, he is involved as a partner in producing Broadway Goes A Cappella concerts and serves on the boards of the Marlene Meyerson JCC Manhattan’s 20s and 30s group and Cadence Music NFP, a nonprofit focused on music education and development. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services primarily linked to insurance and annuity products. The firm provides tailored advice through multiple program types, with the majority of its assets managed 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.

David Holtkamp is a financial advisor at Sanctuary Advisors, LLC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, N.A. and Merrill Lynch. He serves as Treasurer of his homeowners association, where he manages budgeting and financial reporting. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a wide range of investment strategies through a large network of independent adviser representatives, offering both discretionary and non-discretionary account management and utilizing various analytical approaches and third-party platforms.

Mirjana Nikolic is a financial advisor at William Blair with 20 years of industry experience. She holds a Series 66 credential and has been with William Blair & Co since 2008. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm utilizes an active, research-driven approach across various asset classes and provides proprietary models, third-party sub-advisers, and access to private funds through its MB Investments Program.

Chrysanthe Karayannis is a financial advisor with TIAA-CREF in Evanston, IL, holding Series 66 and Series 63 designations and bringing 26 years of industry experience. She has been with TIAA-CREF since 2015. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers a range of services including point-in-time planning and ongoing discretionary management, applying a fiduciary standard to its RIA services within a vertically integrated structure.

Deborah Frazier is a financial advisor at Hightower Advisors with 37 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at Hightower since 2019. Her prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. From 2017 to 2019, she was involved with National Junior Tennis@ Learning of Trenton. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions using both affiliated and third-party managers, and it offers tailored portfolio management incorporating mutual funds, ETFs, alternative investments, and custom indexing.

Xiao Liu is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL, holding a Series 65 credential. Liu has been with CIBC Wood Gundy – CIBC Private Wealth since 2015, totaling 11 years of industry experience. CIBC Private Wealth Advisors serves a broad client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies, offering portfolio management, financial planning, and coordinated Family Office services. The firm’s investment approach includes a combination of proprietary and external strategies, governance by multiple committees, and customized portfolio solutions with options and structured notes.

Cole Charles is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, Wells Fargo Clearing, and Northwestern Mutual. Charles also has experience outside finance, including roles at Elmhurst University and in the hospitality industry. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies using both discretionary and non-discretionary programs and is notable for its large institutional scale and specialized market roles.

Katrina Jones is a financial advisor with Mesirow Financial Investment Management, Inc. in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has worked at Mesirow Financial Investment Management and Mesirow Financial since 2021, with prior experience at Bankers Life Securities and TradeStation. Mesirow Financial Investment Management’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including individuals, pension plans, government entities, and charitable organizations. The firm employs quantitative and qualitative due diligence in portfolio construction and offers access to proprietary private investment products and third-party managers.

Benjamin House is a Series 66-credentialed financial advisor with four years of industry experience. He is currently with Empower Advisory Group and has previously worked at Oppenheimer & Co. Inc. Outside of his advisory role, he performs standup comedy monthly at a venue in Chicago. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and select retail brokerage clients. The firm emphasizes integrated services aligned with Empower’s recordkeeping and administration platforms, offering point-in-time financial plans and optional managed account solutions.

James Corrigan is a financial advisor at Sanctuary Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. Outside of financial services, he has ownership interests in a fitness center and a wellness business offering on-site self-care services. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations through a large network of independent advisers. The firm offers a range of portfolio management options and financial planning services, operating with a fiduciary standard under written advisory agreements.

Eileen Polese is a financial advisor at Hightower Advisors with 12 years of industry experience. She holds the CFP® designation and Series 65 and Series 63 licenses. Her prior experience includes roles at Alexandria Capital and Aspire Advisors, LLC, as well as work with the Mount Kisco Chamber of Commerce. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension and profit-sharing plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to support portfolio construction and management.

Jorge Salazar is a financial advisor at Cerity Partners LLC in Chicago, IL, holding the CFP® and Series 65 designations with seven years of industry experience. He has worked at Cerity Partners since 2018 and previously spent one year at Northern Trust Company. He also has four years of experience at Loyola University Chicago. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Avery Bross is a financial advisor at Cerity Partners LLC based in Chicago, IL. He holds a Series 65 designation and has one year of industry experience. Prior to joining Cerity Partners, he held academic positions at Colgate University and Kansai Gaidai University and taught at The Latin School of Chicago. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm offers portfolio management, financial planning, retirement consulting, tax planning, insurance placement, and access to alternative and private-market investments.

Nicholas Bianchi is a financial advisor at Focus Partners Wealth, LLC with one year of experience in the industry. He holds a Series 65 credential and has prior work experience at Dell Technologies, the University of Texas, and Savio Catholic High School. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, emphasizing long-term, tax- and fee-sensitive portfolio construction that combines active and passive strategies within an enhanced open architecture framework.