Marta Mycyk is a financial advisor at Mercer Global Advisors Inc. with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Betterment and AssetMark Financial, Inc. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts, offering a range of portfolio management and financial planning services.

Scott Schmidt is a financial advisor with Sanctuary Advisors, LLC in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at David A. Noyes & Company since 2016 and at Fifth Third Securities since 2014. Outside of advisory work, he is a partner at the law firm Schmidt and Lerner, LLC, where he provides legal advice and reviews partner work on a part-time basis. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a broad client base, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of over 400 independent adviser representatives. The firm offers portfolio management, retirement plan consulting, and financial planning using multiple investment approaches and platforms, and operates as a fiduciary under written advisory agreements.

Brian Respeliers is a CFA® charterholder with six years of industry experience. He is currently with Citigroup Global Markets in Chicago, having joined in 2026 after eight years at Northern Trust and three years at Legal and General Investment Management America. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Matthew Kelly is a financial advisor at William Blair with 10 years of industry experience. He holds a Series 66 designation and previously worked at Nuveen Investments for two years before joining William Blair in 2018. Outside of his advisory role, he serves as the head lacrosse coach for the varsity team at Mount Carmel High School in Chicago. 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 active, research-driven management across multiple asset classes and offers proprietary models, third-party sub-advisory options, and access to private funds through its MB Investments Program.

Erin Murphy is a financial advisor at Hightower Advisors with one year of industry experience. She holds a Series 65 designation and previously worked at Wintrust Wealth Services for eight years. Outside of finance, she founded and operated Black Cat Yoga, a yoga and wellness studio, where she was involved in teaching classes and managing business operations. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and charitable organizations. The firm utilizes a multi-manager approach with access to affiliated and third-party managers, offering portfolio management, financial planning, and retirement consulting solutions.

Margaret Miller is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 30 years of industry experience. She has worked at firms including Atlantic Trust Investment Advisors, Gnv Advisers, LLC, and Geneva Investment Management of Chicago, LLC. CIBC Private Wealth Advisors serves a broad client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers customized portfolio management, financial and estate planning, and coordinated Family Office services, utilizing a combination of proprietary and external strategies managed through a formal governance structure.

Justin Palett is a financial advisor with Empower Advisory Group in Chicago, IL, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management, Wells Fargo Advisors, and Tiaa. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to certain IRA and retail brokerage clients. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Jessica Carter is a CFP® professional with eight years of industry experience. She has worked at Creative Planning since 2017 and previously held roles at State Farm VP Management Corp. and State Farm Insurance from 2011 to 2017. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in client assets. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of affiliated non-investment businesses including legal, trust, and recordkeeping services.

Austin Park is a financial advisor with Equity Services, Inc. in Chicago, IL, holding a Series 66 credential and 11 years of industry experience. His prior roles include positions at Edward Jones and Pruco Securities, LLC. He is also involved in the sales and servicing of life and fixed annuity products. 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 utilizes multiple advisory platforms and third-party asset managers, combining long-term investment strategies with options for shorter-term trading and specialized instruments.

Reganne Lively is a financial advisor at William Blair with four years of industry experience. She holds a Series 66 designation and has worked at William Blair since 2021. Prior to her current role, she held positions at the University of Wisconsin–Madison and the National Republican Senatorial Committee. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm uses an active, research-driven approach across multiple asset classes and offers proprietary models, third-party sub-advisers, and access to private investment opportunities.

Dante Demarco is a financial advisor at William Blair with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at William Blair & Company since 1999. Outside of his advisory role, he is involved in managing a family-owned restaurant, Trattorin Roma. William Blair’s Private Wealth Management division offers investment management and financial planning services to individuals, foundations, and corporate clients, using active, research-driven strategies across multiple asset classes.

Lisa Hanley is a financial advisor at Lincoln Investment with a Series 66 credential and one year of industry experience. Her prior background includes roles at James Noe, Jun Group, and Bazaarvoice. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving individuals, high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house Investment Management & Research team and third-party managers.

Michael Loizzi III is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2021. He previously worked for Whitnell & Co. from 2005 to 2021. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutions, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating as both an investment adviser and a registered broker-dealer with capabilities in securities transactions, insurance products, and investment banking.

Ashleigh Hamrick is a CFP® and Series 66 licensed advisor with 14 years of industry experience. She is currently with William Blair in Chicago, having worked previously at Morgan Stanley Private Bank and Edward Jones. 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 multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Chandra Federle is a financial advisor with Rockefeller Financial LLC in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining Rockefeller Capital Management in 2025, she worked at Bank of America, N.A. and Merrill for over a decade each. 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 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.

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 with Fifth Third Securities, Inc. based in Oak Park, Illinois, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes positions at J.P. Morgan Securities, Northwestern Mutual, and Arlington Capital Management. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional accounts through investment advisory and brokerage services. The firm offers a range of managed account programs and utilizes third-party portfolio managers on the Passageway platform.

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.

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.