Patrick Hamilton is a CFP® professional with over 12 years in the financial industry, currently serving at Creative Planning. He previously worked at Northern Trust Corporation for 11 years before joining Creative Planning in 2026. Based in Chicago, IL, he is part of a large enterprise firm. 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 emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Wayne Janus is a financial advisor at Rockefeller Financial LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Rockefeller Capital Management since 2026, previously spending 14 years at Whitnell & Co. He serves as a trustee for two deceased friends, with all related compensation paid to his firm. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations, offering a range of portfolio management and financial planning services, as well as broker-dealer functions and investment banking, organized around a Private Advisor model and a consolidated investment platform.

Michael Nicholas IV is a CFA® charterholder and Series 63 licensee based in Chicago, IL, with two years of industry experience. He has held positions at Equity Services, Inc., National Life Group, and Northern Trust Company. He serves on the Emerging Leaders Board for Bounce Children's Foundation, a nonprofit supporting families with children with disabilities. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, offering a combination of long-term investment strategies and options for shorter-term trading.

Lisa Mullaney is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, holding Series 63, 65, and 66 credentials with eight years of industry experience. Her work history includes roles at Fifth Third Securities, Fifth Third Bank, BNY Mellon, and Bessemer Trust. CIBC Private Wealth Advisors provides investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal investment teams with governance committees to offer customized portfolio management, including discretionary and non-discretionary strategies, financial and estate planning, and coordinated Family Office services.

Carrie Shapiro is a CFP® and holds a Series 63 license with two years of industry experience. She is currently an advisor at Creative Planning, having previously worked at Sageview Advisory Group, Capital Strategies Investment Group, Sanford C. Bernstein & Co., and SD Mayer & Associates. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Nicholas Perazzolo is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at Private Advisor Group, Harvest Financial Partners, and LPL Financial, and previously was associated with Victoria Supply, Inc. He is also a notary. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based approach, utilizing a variety of investment strategies and technology platforms while offering access to proprietary and third-party managed account solutions.

Pikyu Cheng is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup and J.P. Morgan in various capacities since 2017. Prior to his financial services career, he was affiliated with the Chinese American Service League, Inc. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and is notable for its institutional scale, in-house research capabilities, and market roles including swap dealer and futures commission merchant activities.

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® with nine years of industry experience. He has worked at Moneta Group Investment Advisors, LLC since 2015, with a two-year period at Briar Hall LLC from 2018 to 2020. He is based in Chicago, IL. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients by offering portfolio management, financial planning, family office services, and concierge offerings. The firm employs a Partner-led team approach with centralized investment oversight, utilizes an open-architecture selection process, and manages proprietary multi-strategy funds such as the Retirement Advocate Funds.

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.

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®-certified financial advisor with Lincoln Investment, where she has worked for 15 years. She has 24 years of industry experience and also owns and operates an independent insurance agency, Your Broker Financial, offering life, health, disability, and long-term care insurance. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm combines advisor-led consulting with model portfolio management supported by an in-house Investment Management & Research team 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.