Zachary Kanicka is a financial advisor at Cresset Asset Management, LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs & Co. for eight years before joining Cresset in 2020. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that integrates strategic asset allocation, active and passive management, and alternative investments across multiple asset classes.

Chandra Federle is a financial advisor at Rockefeller Financial LLC with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including UBS Financial Services, Merrill, Bank of America, 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. The firm offers a range of portfolio management and financial planning services and operates as a registered broker-dealer, providing access to securities transactions, variable insurance products, and investment banking services.

Brian Keeley is a CFA® charterholder affiliated with Sanctuary Advisors, LLC. He has over 20 years of experience, having worked at Gamco / Keeley-Teton / Keeley Companies from 2006 to 2026 before joining KZ Private Wealth. Keeley holds the Series 63 license and is based in Chicago, IL. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan consulting, and utilizes a range of analytical approaches, managing accounts on both discretionary and non-discretionary bases.

Sanel Duranovic is a CFP® professional with 13 years of industry experience, currently serving at Schwab Wealth Advisory, Inc. He has worked previously at Charles Schwab & Co., Transamerica, CitiGroup, USAA, and Merrill. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on standardized asset-allocation models and internal research tools, with tailored recommendations and annual reviews aligned to client goals and risk tolerance.

Aris Tatevosian is a financial advisor at Fifth Third Securities, Inc. with 24 years of industry experience. He holds Series 65 and Series 63 registrations and has worked at firms including J.P. Morgan Securities, Northwestern Mutual, and Arlington Capital Management. Fifth Third Securities serves a diverse client base, including individual, high-net-worth, and institutional clients, offering various advisory and brokerage services through the Passageway Managed Account Program. The firm provides multiple investment programs ranging from mutual fund and ETF models to separately managed accounts with tax-efficient strategies and operates as a wholly owned subsidiary of Fifth Third Bank.

Jennifer Raketich is a financial advisor at William Blair with 11 years of industry experience. She holds a Series 66 credential and has worked at William Blair & Company since 2014. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across various asset classes and offers proprietary models, third-party sub-advisers, and access to private funds through its MB Investments Program.

Mark Rosland is a financial advisor at Focus Partners Wealth, LLC with 25 years of industry experience. He holds the Series 66 designation and has worked previously at Kovitz Investment Group Partners, LLC and Kovitz Securities, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax 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.

David Jackson is a Series 65 licensed financial advisor with 21 years of industry experience. He has worked at Cresset Asset Management, LLC since 2019 and previously spent 18 years at Evanston Investments, Inc. Outside of his advisory role, Jackson owns and operates QB Innovations, a management consulting business, and serves as a trustee and board member of three private foundations. Cresset Asset Management, LLC manages approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, and institutions. The firm employs a diversified, asset-allocation-driven investment approach combining active and passive strategies, supported by a structured due-diligence program and multiple affiliated entities that provide a broad range of investment and advisory services.

Jasmyn Vickery is a CFP® professional at Corient with six years of industry experience. She has previously worked at Northwestern Mutual Investment Services LLC and several advisory firms. Outside of her advisory role, she mentors young adults on budgeting and cash flow issues through 3rd Decade and volunteers with Savvy Ladies, supporting women’s financial education. Corient provides investment advisory and financial planning services to a diverse client base, utilizing a goals-based, team investment approach that combines in-house strategies with third-party solutions and includes risk management and alternative investments.

Robert Fix is a financial advisor at William Blair with 55 years of industry experience. He holds Series 63 and Series 65 designations and has been with William Blair & Company L.L.C. since 1970. 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 access to proprietary models, third-party sub-advisers, and private investment opportunities.

Christopher Pontarelli is a Series 66-licensed advisor with seven years of industry experience. He is currently with Fifth Third Securities, Inc. and Fifth Third Bank, having joined in 2022. His prior experience includes three years at Edward Jones and eight years at Competitive Property Solutions, LLC. Fifth Third Securities, Inc. serves a diverse range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account Program, providing access to various managed account strategies and portfolio management options.

Cameron Grable is a CFP® with seven years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Chicago, IL. Prior to joining Schwab Wealth Advisory and Charles Schwab in 2024, he worked at The Vanguard Group from 2018 to 2024. Schwab Wealth Advisory 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 uses Schwab's asset-allocation models and research tools to offer tailored recommendations, while trades are executed only with client authorization.

Anne Conway is a financial advisor at William Blair with five years of industry experience. She holds a Series 66 designation and previously worked at Level Ex, Inc. and Oxford Financial Group. 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 approach across equities, fixed income, and alternative strategies, offering proprietary models and access to private funds and co-investment opportunities.

Madeline Pestine is a financial advisor at Oppenheimer with a Series 66 designation and no prior industry experience. Her background includes roles outside finance, such as working with the Jewish United Fund and Reverie Dance Academy. Oppenheimer serves a diverse client base including individuals, corporations, and charitable organizations, offering a wide range of advisory and brokerage services with both discretionary and non-discretionary investment management.

Ricardo Rico is a financial advisor at Empower Advisory Group in Chicago, IL, holding a Series 66 designation. He has professional experience that includes service in the United States Army from 2016 to 2020 and roles with various organizations prior to joining Empower Advisory Group in 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders. The firm’s integrated model ties services closely to Empower’s recordkeeping and administrative platforms, with an emphasis on long-term portfolio returns and annual rebalancing.

Roman Ciosek is a financial advisor at Hightower Advisors with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with Hightower Advisors since 2010. The firm provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. Hightower emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers, along with proprietary research and various investment strategies.

David Pierce is a financial advisor at CIBC Private Wealth Advisors, Inc. based in Chicago, IL, with 23 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. He is also the sole proprietor of Highland Investment Consulting, though currently with no active business. CIBC Private Wealth Advisors serves a broad client base including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team with relationship managers and oversight committees to create customized portfolios using both proprietary and external strategies, managing approximately $67.8 billion in assets across 175 advisors.

Kyle Richards is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Key Investment Services and Fidelity Investments. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs and integrates services from KeyCorp affiliates, utilizing a multi-provider model for portfolio strategy and implementation.

Erich Heger is a financial advisor with PNC Wealth Management in Chicago, holding a Series 66 designation and 16 years of industry experience. His prior experience includes roles at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, featuring an invitation-only digital platform that utilizes algorithmic risk assessments and third-party managed investment strategies mainly composed of mutual funds and ETFs.

Jonathan Newkirk is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL. He holds a Series 65 designation and has seven years of experience, including roles at CIBC Wood Gundy, Hilker Corp, and Lewis Rice. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal investment teams with external managers and offers a range of portfolio management and planning services, notable for its scale relative to advisor headcount and its involvement with investment company clients.