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® professional with 32 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2014. He holds Series 63 and Series 65 licenses and is based in Chicago, IL. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

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 with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at Goldman Sachs, Scottrade, Allstate, and TD Ameritrade. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering investment recommendations and financial planning services while leaving final trading decisions to clients. The firm operates as an internal advisory unit within the Schwab ecosystem and employs standardized asset allocation models and Schwab research tools.

Auddie Cousins is a financial advisor with Schwab Wealth Advisory in Chicago, IL, holding a Series 66 designation and one year of industry experience. Prior to joining Schwab Wealth Advisory in 2026, Cousins worked at Fidelity Investments and has held various roles in the financial and service sectors. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering tailored investment recommendations and annual financial reviews using Schwab’s proprietary research tools and asset allocation models.

Michael Margolis is a financial advisor with TIAA-CREF in Chicago, Illinois, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. His prior work includes positions at Morgan Stanley, Harrisdirect LLC, E*TRADE Securities LLC, TD Ameritrade, and Merrill. Margolis holds a 1% stake and the title of CFO in a family enterprise related to a patented multi-use cup holder, though he is not actively involved in the business. TIAA-CREF Individual & Institutional Services, LLC offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing ties to TIAA retirement plans, as well as trusts, estates, and corporate entities. The firm provides distinct planning and ongoing management services, including customized portfolio management, and acts as adviser to the TIAA Donor Advised Fund.

Usha Lettman is a financial advisor with Citigroup Global Markets in Chicago, IL, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. Her prior roles include positions at Bank of America, Merrill, and Fifth Third Securities. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering diverse investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Lexi Kovitz is a financial advisor at Focus Partners Wealth, LLC in Chicago, IL, holding a Series 65 designation. She has three years of industry experience, including prior roles at Kovitz Investment Group Partners, LLC and JMG Financial Group. Focus Partners Wealth serves a diverse client base, including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach with enhanced open architecture, integrating fundamental and quantitative analysis along with various alternative strategies.

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 at Oppenheimer with 18 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2011. Based in Chicago, IL, he works within a large enterprise firm environment. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Kristopher Samiec is a financial advisor at PNC Wealth Management with 26 years of industry experience. He has been with PNC Investments since 2011 and holds the Series 63, Series 65, and Series 66 designations. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and implements investments via approved model strategies managed by PNC or third-party strategists.

Marc Lacher is a financial advisor at William Blair with 14 years of industry experience. He holds Series 66, Series 65, and Series 63 credentials and has been with William Blair since 2013. Based in Chicago, IL, he operates within an enterprise firm employing more than 300 advisors. 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 multiple asset classes and provides proprietary model portfolios and access to private investment opportunities.

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.

Victor Sanchez is a financial advisor with William Blair in Chicago, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, Options Clearing Corporation, and the University of Illinois at Chicago. Sanchez has been with William Blair since 2022. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, and institutional 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.

Alan Kurt is a CFP®, CFA®, and Series 66 licensed advisor with 19 years of industry experience. He is currently with Schwab Wealth Advisory, Inc. and Charles Schwab & Co., Inc. in Chicago, IL, having previously worked at J.P. Morgan Securities LLC for over a decade. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem without charging clients directly, and it does not act as a discretionary portfolio manager.