Joyce Yoo is a financial advisor with Eagle Strategies (NY Life) based in Chicago, IL, holding Series 63 and Series 65 licenses and having 17 years of industry experience. She has worked with firms including New York Life Insurance Company, Nylife Securities LLC, and Wisely Financial Strategies. Outside of her advisory work, she is the owner of Soar City Inc., a nonprofit focused on teaching underprivileged youth extracurricular activities such as fishing, painting, cooking, and dancing. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate entities. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored advice and primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Mark Zahorik is a CFA® charterholder with 41 years of industry experience. He is currently with Sanctuary Advisors, LLC and has previously worked at Keeley-Teton Advisors LLC and Keeley Investment Corp. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, retirement plan consulting, and other advisory services through a network of over 400 independent investment adviser representatives.

Merilou Bury is a financial advisor at Focus Partners Wealth, LLC with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Kovitz Investment Group Partners, LLC and Kovitz Securities, LLC since 2017, with prior experience at Credit Suisse Securities (USA) LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, separate account managers, and private funds within an enhanced open architecture framework.

James Valentino is a financial advisor at Mesirow Financial Investment Management, Inc. with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including OSAIC, SagePoint Financial, Iron Bridge Wealth Counsel, SRCO, and Merrill Lynch. Mesirow Financial Investment Management, Inc. provides discretionary and non-discretionary investment management and financial planning services to private individuals, institutional clients, and public entities. The firm utilizes both third-party managers and proprietary private investment products, applying quantitative and qualitative due diligence to a range of asset classes.

Sandeep Soorya is a financial advisor at Corient with Series 63 and Series 65 designations and five years of industry experience. His prior roles include positions at nextGEN Healthcare Advisors LLC, Sigma Advisors LLC, Delaware Street Capital LLC, and Northern Trust Company. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and continuous portfolio monitoring.

Dragan Timotic is a CFP®, CFA®, and Series 63 professional with 13 years of industry experience. He has worked at Cerity Partners LLC since 2022 and previously spent nine years at T2 Asset Management, LLC. He is based in Chicago, IL. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services and employs an investment approach centered on client-specific profiles, combining quantitative screening, manager selection, and direct security selection alongside access to alternative and private market solutions.

Sabrina Mason is a financial advisor at Valic Financial Advisors with 32 years of industry experience. She holds Series 63 and Series 65 designations and has prior experience at Prudential Insurance Company of America, Pruco Securities, LLC, and Allstate Insurance Co. Outside of her advisory role, Mason serves on the board of Carolyn's Kids Foundation, a nonprofit providing scholarships for youth, and works as a treatment advocate with the National Youth Advocacy Program. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.

Edward Bowen is a financial advisor at Hightower Advisors in Chicago, IL, with 22 years of industry experience. He holds a Series 66 designation and has been with Hightower Advisors and its affiliated broker-dealer since 2012. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individuals, institutional investors, and charitable organizations. The firm focuses on manager selection and multi-manager solutions, offering access to affiliated and third-party managers, discretionary and non-discretionary portfolio management, and a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Kanwar Singh is a financial advisor at Rockefeller Financial LLC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill for 11 years. He is a member of the Advisory Council for the Northwestern Memorial Physician Group Center for Integrative Medicine & Wellness in Chicago. 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 a combination of discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as both a registered investment adviser and broker-dealer with a consolidated investment platform that includes equities, fixed income, and alternatives.

Mary Mckinley is a CFA® charterholder with 10 years of industry experience. She is currently with Corient, where she has worked since 2022, and previously spent 19 years at Gofen and Glossberg, L.L.C. 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 uses a goals-based, team investment approach that integrates in-house security and fixed-income strategies with third-party managers and customized asset allocation, incorporating risk management tools and alternative investments as appropriate.

Mario Giannetta is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked extensively within the Charles Schwab organization since 2004, including roles at Schwab Wealth Advisory Inc. and Charles Schwab Bank. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary advice, financial planning, and wealth management consultations based on proprietary asset-allocation models and research tools. The firm emphasizes annual reviews tailored to client goals and risk tolerance, with recommendations typically involving separately managed accounts managed by third parties or affiliated managers.

Eric Behrends is a financial advisor with Fifth Third Securities, Inc. in Oak Park, IL, holding Series 63 and Series 65 licenses and having three years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank in 2023, he spent seven years at State Farm Gary Behrends Agency and took a year as a stay-at-home dad. Fifth Third Securities serves a diverse client base including individuals, institutions, and trusts through both advisory and brokerage services. The firm offers multiple investment programs on its Passageway Managed Account platform, combining third-party portfolio management with customizable investment options.

Samuel Mann is a Series 66-licensed financial advisor with First Command Advisory Services in Chicago, IL, and has six years of industry experience. His background includes service in the US Army from 2013 to 2020 and roles within various First Command entities since 2020. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporations, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios and third-party managers.

Michael Mortell is a financial advisor at CIBC Private Wealth Advisors, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Atlantic Trust Investment Advisors, Gnv Advisors, LLC, and Geneva Investment Management of Chicago. Mortell is also a partner in Mortell Associates Real Estate LLC, which focuses on homesite development. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, and investment companies, offering portfolio management, financial and estate planning, and coordinated Family Office services. The firm combines internal investment teams and external managers to create customized portfolios and is notable for its high assets under management per advisor and its advisory role with investment company clients.

Michael Rarey is a CFA® charterholder with seven years of industry experience. He has worked at Creative Planning since 2025, including roles with Creative Planning Institutional Advisors, and previously spent six years at Capital Strategies Investment Group. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, alongside selective private market exposure and other tailored investment solutions.

Daniel Mckenna is a CFA® charterholder with 11 years of industry experience. He is currently affiliated with Private Advisor Group, LLC and LPL Financial, having previously worked at First Trust Portfolios L.P. for nine years. Mckenna provides administrative support to Private Advisor Group as part of his business activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions including its proprietary WealthSuite and third-party programs. The firm employs a fiduciary-based advisory model, utilizing a range of investment strategies and technology platforms while often implementing advice through third-party managers.

Brenda Crump is a financial advisor at Citigroup Global Markets with 17 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes 13 years at JPMorgan Securities LLC and 15 years at JPMorgan Chase Bank NA. 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 specialized market roles, including in-house research and derivatives services.

Allen Saffrahn is a financial advisor at Oppenheimer with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Oppenheimer, UBS Financial Services Inc, and JP Morgan Securities LLC. 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 programs and advisory services that include equity, balanced, and fixed-income portfolios, using strategic and tactical asset allocation along with manager selection and portfolio reviews.

Norbert Lieblang is a CFP® professional with 27 years of industry experience, currently advising at Citigroup Global Markets since 2022. His prior experience includes roles at Pruco Securities, LLC, Prudential Insurance Company of America, and Allstate Insurance Company. He serves as a board member of the Apple Country Homeowners Association. 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 brokerage, custody, and derivatives services.

Charisma Lariosa is a financial advisor with Transamerica Financial Advisors in Chicago, IL, holding Series 65 and Series 63 licenses and five years of industry experience. She has worked at Transamerica Financial Advisors since 2020 and has concurrent roles at World Financial Group, INC. and Select Rehabilitation, where she provides physical therapy services. Transamerica Financial Advisors serves a broad client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary options.