Terry Pasquale is a financial advisor with Valic Financial Advisors in Chicago, IL, holding a Series 66 designation and 18 years of industry experience. He has worked at VALIC Financial Advisors since 2014 and is also associated with Agia and QU Trading. Outside of his advisory work, he holds an IMM membership at the CME Exchange, which he leases as a source of passive income. Valic Financial Advisors primarily serves U.S. individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction.

Hannah Stamps is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2022. Prior to that, she was employed at Tulane University and Target. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management supported by strategic allocation models and manager selections, integrating a range of fee arrangements, platforms, and proprietary research tools.

Brian Dillig is a financial advisor at Hightower Advisors in Chicago, IL, holding a Series 66 designation with 19 years of industry experience. He has been with Hightower Advisors and its affiliated broker-dealer, Hightower Securities, LLC, since 2012. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, including pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm utilizes a multi-manager approach with access to affiliated and third-party managers, offering discretionary and non-discretionary portfolio management along with specialized strategies including alternative investments and custom indexing.

Connor Jones is a financial advisor at Mariner with three years of industry experience. He holds the Series 66 designation and previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Outside of finance, he has experience working in the hospitality and retail sectors. Mariner serves a diverse range of clients, including individuals, pension plans, trusts, charitable organizations, and private funds, offering services such as investment management, financial planning, retirement plan consulting, and tax services. The firm combines in-house research with third-party managers to deliver customized, discretionary portfolios and also provides integrated tax and accounting services along with specialized financial wellness and family office solutions.

Jerry Parker Jr. is an advisor at Fifth Third Securities, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Bank NA since 2014. He is currently based in Mokena, Illinois. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through both investment advisory and brokerage services. The firm offers various managed account programs via the Passageway platform, utilizing third-party portfolio managers and multiple investment strategies.

Michael Benoit is a CFA® charterholder with 10 years of industry experience. He is currently with Corient, where he has worked since 2022, and previously held positions at Gofen and Glossberg, L.L.C. and Fort Washington Investment Advisors. Corient provides investment advisory and financial planning services to a diverse range of clients, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools to align portfolios with client objectives.

Kevin Doney is a CFP® with 33 years of industry experience, currently serving at Oppenheimer since 2014. Before joining Oppenheimer, he worked at Mesirow Financial Investment Management, Inc. and Mesirow Financial, Inc. from 2001 to 2014. He holds Series 63 and Series 65 licenses and is based in Chicago, IL. Oppenheimer is a registered investment adviser and broker-dealer that serves a broad client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of advisory programs featuring strategic and tactical asset allocation, manager selection, and both discretionary and non-discretionary investment services.

Ernest Talarico III is a financial advisor at Creative Planning with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mesirow Financial for 25 years before joining Creative Planning in 2023. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio techniques and comprehensive retirement plan services.

Charles Capozzoli is a CFP®-designated financial advisor with Valic Financial Advisors in Chicago, IL, bringing 14 years of industry experience. He has worked at Valic Financial Advisors since 2013 and is currently also affiliated with Agia. Outside of his advisory role, he manages and plays for a men's baseball team in the Chicago North Men's Senior Baseball League. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Warren Mcguire is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has worked at Kestra since 2018 and was previously with AXA Advisors. Mcguire serves as a director at SBSI, Inc., where he helps build new business and serve clients. Kestra Advisory Services provides investment advisory and retirement plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm manages approximately $79.8 billion in assets and serves a range of clients including large institutional investors and sovereign wealth funds.

Michalis Kritikos is a financial advisor at Schwab Wealth Advisory with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including TD Ameritrade, Charles Schwab & Co., and Allstate. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, utilizing asset allocation models and research tools tailored to individual goals and risk tolerance. The firm emphasizes client authorization for trades and offers separately managed accounts overseen by third-party or affiliated money managers.

Auddie Cousins is a Series 66-registered advisor at Schwab Wealth Advisory with one year of industry experience. Prior to joining Schwab, Cousins worked at Fidelity Investments and held roles in various other industries including health science and hospitality. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on proprietary asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Usha Lettman is a financial advisor at Citigroup Global Markets with 23 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Bank of America, Merrill, Fifth Third Securities, and U.S. Bancorp Investments. She is based in Chicago, IL. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, implementing multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

Lexi Kovitz is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and one year of industry experience. Prior to joining Focus Partners, she worked at Kovitz Investment Group Partners, LLC and JMG Financial Group. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and employee benefit consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

George Pantazis is a CFP® professional with 26 years of industry experience. He currently works at Lincoln Investment and previously held roles at Charles Schwab & Co., ICMA Retirement Corporation, and several other firms. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a broad range of clients, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, with investment strategies developed by an in-house research team and delivered through a combination of advisor-led and firm-managed solutions.

Tracy McMahon is a CFP® professional with eight years of industry experience. She has been with Mariner Wealth Advisors since 2018 and previously worked at JMG Financial Group, LTD from 2016 to 2018. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and private funds, providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party managers, with notable integration of tax and accounting services uncommon for a firm of its size.

Patrick Catarello is a financial advisor with Oppenheimer in Chicago, IL, holding a Series 66 designation and 19 years of industry experience. He has worked at Oppenheimer since 2011 and previously at Stifel from 2006 to 2010. 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 wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Marc Lacher is a financial advisor at William Blair with 14 years of industry experience. He has held his current role at William Blair since 2013 and previously worked at Ameriprise from 2005 to 2007. He holds Series 63, Series 65, and Series 66 licenses. William Blair’s Private Wealth Management division provides 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 management approach across multiple asset classes and offers proprietary models and private investment opportunities through its integrated platform.

John Kaldis is an advisor at Fifth Third Securities, Inc. with four years of industry experience. He holds the Series 63 and Series 65 designations. Kaldis has been with Fifth Third Securities since 2021 and has a longer tenure with Fifth Third Bank starting in 2016. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients across both advisory and brokerage channels. The firm offers multiple investment programs through the Passageway Managed Account platform, combining third-party portfolio managers and various strategies such as mutual funds, SMAs, and direct indexing.

Esteban Trevino is a financial advisor at Cerity Partners LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked for The Ayco Company, L.P./Goldman Sachs & Co. LLC for 13 years before joining Cerity Partners in 2025. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.