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.

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 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.

Gzim Mehmeti is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Citigroup Global Markets since 2007. Outside of his advisory role, he is the managing partner of DNM Holdings LLC, a commercial real estate venture based in Chicago. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique market roles, including swap dealer and futures commission merchant activities.

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.

Lindsey Holton is a financial advisor at William Blair with 16 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has been with William Blair since 2015. 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 employs an active, research-driven approach across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

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.

Nathan Smolinski is a financial advisor at William Blair with one year of industry experience. He holds a Series 66 designation and has worked at William Blair since 2022, with a brief period outside the industry. 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 active, research-driven strategies across multiple asset classes and provides access to proprietary models and private investment opportunities.

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 in Chicago, IL, holding Series 66, Series 65, and Series 63 licenses with 14 years of industry experience. He has worked at William Blair since 2013 and previously at Ameriprise from 2005 to 2007. 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 follows an active, research-driven approach across multiple asset classes and provides proprietary models and access to private funds and co-investment opportunities.

Esteban Trevino is a financial advisor at Cerity Partners LLC with 13 years of industry experience. He holds the 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 advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services with an investment approach focused on client-specific profiles and asset allocation, integrating proprietary quantitative methods, third-party strategies, and direct security selection, along with access to alternative and private market investments for qualified clients.

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 registered advisor with 19 years of industry experience. He is currently with Schwab Wealth Advisory, Inc., having joined in 2026. His prior experience includes roles at J.P. Morgan Securities LLC, Chase Investment Services Corp., and UBS Financial Services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset-allocation models and research tools. The firm emphasizes personalized recommendations and client authorization for trades, with a focus on mutual funds, ETFs, SMAs, and alternative investments.

Ryan Airola is a financial advisor at William Blair with 18 years of industry experience. He holds the Series 66 designation and has been with William Blair & Company since 2007. 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 employs active, research-driven management across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Benjamin Bluman is a CFP® with two years of industry experience, currently serving as a financial advisor at Corient since 2026. Prior to joining Corient, he worked at Vivaldi Capital Management LP for four years and spent eight years in full-time education. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and utilizes risk management tools and stress testing to align portfolios with client objectives.

Jonathan Doyle is a financial advisor with RBC Rochdale, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been associated with Rim Securities LLC and Rochdale Investment Management LLC since 2010. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment process combining quantitative and fundamental analysis, utilizing proprietary tools and working with third-party sub-advisors to deliver tailored portfolio management and sub-advisory services.

Emily Guglielmo is a financial advisor at William Blair with nine years of industry experience. She holds a Series 66 designation and previously worked at Fidelity Brokerage Services LLC. Her background also includes four years at Butler University. 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 uses an active, research-driven investment approach across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds through its MB Investments Program.

Jesse Stumpf is a CFA® charterholder with 15 years of industry experience. He is currently with Focus Partners Wealth, LLC and has held roles at Kovitz Investment Group Partners, Kovitz Securities, and Goldman Sachs Wealth Services. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, private funds, and various analytical tools within an enhanced open architecture framework.

Thomas Unger is a Series 66-licensed financial advisor with Rockefeller Financial LLC in Chicago, IL, with 15 years of industry experience. He previously worked at UBS Financial Services from 2010 to 2021 before joining Rockefeller Financial in 2021. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, operating uniquely as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking, organized around a Private Advisor model and a consolidated investment platform.

Scott Kriegshaber is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He has been with Citigroup Global Markets since 2007 and holds Series 63 and Series 65 licenses. Citigroup Global Markets serves individual and institutional clients across various segments, including workplace, high-net-worth, and ultra-high-net-worth clients. The firm offers a broad range of investment advisory programs and broker-dealer services, implementing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.