Mitchell Kovitz is a financial advisor at Focus Partners Wealth, LLC with 37 years of industry experience. He holds a Series 63 designation and has worked at firms including Rothschild Investment LLC and Kovitz Securities, LLC. Kovitz is also chairman and head of the investment committee at Chicago Capital Partners Management, a perpetual private equity fund, and serves as president of the Paul Armin Family Foundation. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, financial planning, and advisory services. The firm uses a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Hee Yang is a financial advisor at Oppenheimer with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Howe Barnes Capital Management. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations with a range of programs including discretionary and non-discretionary investment management, financial planning, and consulting services. The firm offers diverse portfolio strategies and retains custody of client assets while operating both advisory and broker-dealer businesses.

Craig Abraham is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cresset Asset Management and J.P. Morgan Securities. Based in Chicago, IL, he joined Citigroup in 2024. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs through both discretionary and non-discretionary approaches. The firm combines large institutional scale with unique market roles, including in-house research and futures services.

Peter Willis is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and four years of industry experience. He joined Rockefeller Financial in 2022 after a brief period at Rockefeller Capital Management. Willis is based in Chicago, IL. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Melissa Hollon is a financial advisor with Principal Financial Services and holds the Series 66 designation. She has four years of industry experience and has worked with firms including Massino Financial Group, Tempus Labs Inc, PwC, and PepsiCo. Hollon serves as Treasurer of the Professional Women's Club of Chicago, overseeing the organization's financial management and budgeting. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through various adviser and promoter arrangements.

Ana Ulicevic is a financial advisor at Creative Planning with 15 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Creative Planning since 2022. Prior to that, she was associated with Lockton Investment Advisors, Lockton Companies, and Lockton Financial Advisors from 2011 to 2022. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth and ultra-affluent individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by targeted active strategies and offers a range of institutional and private market investment options.

Kevin Koehler is a CFA® charterholder currently with Cerity Partners LLC in Chicago, IL, where he has worked since 2025. He has two years of industry experience, including previous roles at Whittier Trust, Miracle Mile Advisors, LLC, and Nuveen. Cerity Partners advises a diverse client base ranging from individuals and families to institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services and employs a client-specific investment framework that combines quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.

Michelle Froeschle is a financial advisor at William Blair with a Series 66 designation and four years of industry experience. She has worked at William Blair since 2022 and previously spent ten years at PNC Private Bank. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension funds, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides proprietary models, third-party sub-advisers, and access to private funds through its MB Investments Program.

Savannah Neal is a financial advisor at Rockefeller Financial LLC with two years of industry experience. She holds the Series 66 designation and has previously worked at Merrill and Rockefeller Capital Management. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations, offering portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer providing a consolidated investment platform and a range of discretionary and non-discretionary solutions across multiple asset classes.

Whitney Hoban is a financial advisor at William Blair with four years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Goldman Sachs and Trinity College. William Blair’s Private Wealth Management division serves individuals, foundations, pension, and corporate clients with discretionary and non-discretionary investment management, financial planning, and wealth services. The firm employs an active, research-driven approach across equities, fixed income, and alternative strategies, offering proprietary models and access to private funds and co-investment opportunities.

Patrick Dunton is a CFP® professional with 11 years of industry experience. He is currently with Cresset Asset Management, LLC, where he has worked since 2018. Prior to joining Cresset, he spent five years at JPMorgan Chase Bank NA. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse range of clients. The firm emphasizes diversified, asset-allocation-driven portfolio construction tailored to individual objectives and risk profiles, employing both active and passive strategies alongside third-party managers.

John Harrington is a CFP® professional with three years of industry experience, currently serving as an advisor at Corient. He previously worked at Segall Bryant & Hamill for seven years before joining Corient. 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 corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and stress testing to align portfolio exposures with client objectives.

Daniel Tomas is a CFP® and ChFC® with 33 years of industry experience. He has been with Valic Financial Advisors since 2008 and also has affiliations with Agia and his own advisory practice dating back to 2007. Outside of his advisory work, Tomas serves as treasurer for the Northern Illinois Al Anon District 03 Fellowship and umpires youth baseball games in local communities. Valic Financial Advisors primarily serves U.S.-based 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.

Basel Alwawi is a financial advisor at Sanctuary Advisors, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Morgan Stanley, and other firms. 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 independent advisors who develop their own investment strategies and offers a variety of portfolio management options, including discretionary and non-discretionary accounts, utilizing multiple analytical approaches and third-party managed account platforms.

Nancy Findeisen is a financial advisor at Oppenheimer with 20 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at B. Riley Wealth Advisors and B. Riley Wealth Management. Oppenheimer is a registered investment adviser and broker-dealer that serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Mekhroj Toshpulatov is a financial advisor at Citigroup Global Markets with Series 63 and Series 66 credentials and four years of industry experience. He has worked at several major firms, including Merrill, Bank of America, and J.P. Morgan Securities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Ann Marie Trepkowski is a financial advisor with Hightower Advisors, holding a Series 65 designation and based in Chicago, IL. She has nine years of prior experience at Mercer and five years at BGRS. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering portfolio management, financial planning, and retirement consulting. The firm’s advisory model focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Matteo Vitale is a financial advisor at Equity Services, Inc. with two years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at several firms including National Life Group and Mutual of Omaha Investor Services. Outside of his advisory role, Vitale is involved in nonprofit activities as a volunteer presenter for Credit Abuse Resistance Education (C.A.R.E.) and serves on the Emerging Leaders Board for the Bounce Children’s Foundation. Equity Services, Inc., operating 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 offers multiple advisory platforms, utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Quinn Martin is a CFP® with eight years of industry experience, currently affiliated with Focus Partners Wealth, LLC. He has worked at several firms, including Kovitz Investment Group Partners, Relative Value Partners, and Raymond James Financial Services. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and investment 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.

Wendy Kohl is a financial advisor at Concurrent Investment Advisors, LLC with 13 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Raymond James Financial Services and BMR Retirement. In addition to her advisory roles, she has been involved with The Bear Champ Inc. for 10 years. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by affiliated sub-advisers and platform integrations.