Wayne Janus is a financial advisor with Rockefeller Financial LLC based in Chicago, IL. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. His prior roles include positions at Whitnell & Co and Rockefeller & Co. He serves as a trustee for two deceased friends, with all compensation paid to his firm. 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 portfolio management, financial planning, and consulting services, operating as both an investment advisor and a registered broker-dealer with a broad range of affiliated capabilities and a Private Advisor model supported by a consolidated investment platform.

Michael Nicholas IV is a CFA® charterholder and Series 63 licensee based in Chicago, IL, with two years of industry experience. He has held positions at Equity Services, Inc., National Life Group, and Northern Trust Company. He serves on the Emerging Leaders Board for Bounce Children's Foundation, a nonprofit supporting families with children with disabilities. Equity Services, Inc., doing business 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, offering a combination of long-term investment strategies and options for shorter-term trading.

Lisa Mullaney is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL, with eight years of industry experience. She holds the Series 66, Series 63, and Series 65 designations. Her prior roles include positions at Fifth Third Securities, FIFTH THIRD BANK, BNY Mellon Securities Corporation, BNY Mellon, and Bessemer Trust. CIBC Private Wealth Advisors serves a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team, relationship managers, and governance committees to offer customized portfolio management and wealth advisory services, distinguishing itself by its scale and involvement with investment company clients.

Carrie Shapiro is a CFP® and holds a Series 63 license with two years of industry experience. She is currently an advisor at Creative Planning, having previously worked at Sageview Advisory Group, Capital Strategies Investment Group, Sanford C. Bernstein & Co., and SD Mayer & Associates. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Robert Bein is a financial advisor with The Huntington Investment Company in Chicago, IL, holding Series 63 and Series 66 credentials and 36 years of industry experience. He has worked at The Huntington Investment Company since 2017 and previously held roles at BMO Harris Financial Advisors and Harris Bank from 2009 to 2017. The Huntington Investment Company provides advisory and brokerage services to individuals, including high-net-worth clients, charitable organizations, and corporations. The firm employs an open-architecture investment model that integrates third-party managers and proprietary offerings, delivering wrap-fee programs through the Envestnet MAS platform.

Leslie Girote is a financial advisor with Corient, holding CFP® and Series 65 credentials and 10 years of industry experience. Prior to joining Corient, Leslie worked at Balasa Dinverno Foltz LLC for seven years. Leslie is active in professional organizations, serving as Director of Pro Bono on the board of the Financial Planning Association of Illinois and mentoring young adults in financial education through 3rd Decade. 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 approach that integrates in-house and third-party strategies with continuous risk management and offers specialized services through its affiliates.

Pikyu Cheng is a financial advisor at Citigroup Global Markets with nine years of industry experience. Cheng holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank 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 and maintains large institutional capabilities, including in-house research and specialized market roles.

Terri Ucci is a financial advisor at Rockefeller Financial LLC with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. Outside of her advisory role, she is involved in managing commercial and residential real estate through her ownership and leadership in two LLCs. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, and portfolio management services. The firm integrates wealth, trust, and insurance capabilities and provides access to alternative and private investments through a designated Private Advisor model.

Thomas Wilson is a financial advisor at William Blair with a Series 66 designation and two years of industry experience. His work history includes stints at William Blair and UBS Financial Services, as well as academic roles at The University of Alabama and New Trier Township High School. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm focuses on active, research-driven management across various asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Kevin Ward is a CFP® professional with eight years of experience in financial advising. He has worked at Moneta Group Investment Advisors, LLC since 2015, with a two-year tenure at Briar Hall LLC between 2018 and 2020. He is based in Chicago, IL. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, including retirement plans and foundations. The firm provides portfolio management, financial planning, family office services, and concierge offerings, operating with partner-led teams supported by a centralized investment department that emphasizes diversified, multi-asset allocations and ongoing monitoring.

Joseph Pasquale is a financial advisor at Valic Financial Advisors in Chicago, IL, holding a Series 66 designation. He began his advisory career in 2026 and has prior experience in educational roles at the University of Cincinnati, Ursuline High School, and St Charles School. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and overlay services on the Envestnet platform.

Grant Trisch is a financial advisor with TIAA-CREF based in Chicago, IL. He holds a Series 66 designation and has five years of industry experience. Prior to joining TIAA-CREF, he worked at Michigan State University and had brief roles at Master Stroke Painting and Bieker Farms. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers a range of investment approaches including model portfolios and customized management under a fiduciary standard.

Thomas Riesenberg is a financial advisor at William Blair with 11 years of industry experience. He holds the Series 66 designation and has been with William Blair & Company since 2011. The firm’s Private Wealth Management division provides discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. William Blair pursues active, research-driven management across equities, fixed income, and alternative strategies, offering proprietary models and access to private funds through its MB Investments Program.

Brian Rogan is a financial advisor at Truist Advisory Services with five years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Bank and Associated Bank. Rogan is based in Chicago, IL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager‑selection program, using a combination of discretionary and non‑discretionary services supported by inter‑affiliate integration.

Osman Galvez Matamoros is a financial advisor at William Blair with six years of industry experience. He holds the Series 66 designation and has been with William Blair since 2017, following three years at Mercer Investments. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm uses an active, research-driven approach across various asset classes and provides proprietary models, access to private funds, and co-investment opportunities.

Kena Contractor is a financial advisor at Equity Services, Inc. with 15 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Mass Mutual Investors Services, Transamerica Financial Advisors, and World Financial Group. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Nacor Martinez is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank in 2024, he worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank for over a decade. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines bank affiliation with municipal-advisor registration and provides access to various managed-account programs, including advisor-directed models, separately managed accounts, and direct indexing options.

Peter Korbakes is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 licenses. He has 10 years of industry experience and has been affiliated with Eagle Strategies since 2021. In addition to his advisory work, he owns Far and Sure Golf Tours LLC, which facilitates golf trip planning to Ireland, Scotland, and England through partnerships with international golf courses. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm provides tailored advisory solutions across multiple program types and manages a substantial asset base primarily on a non-discretionary basis.

Nicholas Cosky is a CFP® with 17 years of industry experience, currently serving at Corient. He has held roles at Balasa Dinverno Foltz LLC for 12 years and has been with Corient and its related entities since 2022. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses advanced risk management tools to align portfolios with client objectives.

Craig Price is a financial advisor at Mesirow Financial Investment Management, Inc. in Chicago, IL, holding the CFP® designation with 32 years of industry experience. His prior roles include positions at Imprint Wealth LLC, Impact Capital Funds, Inc., Laidlaw Wealth Management, CapitalRock Financial, and Hayden Royal. Mesirow Financial Investment Management’s Wealth Management division offers discretionary and non-discretionary investment management and financial planning to private individuals, institutional clients, and government entities. The firm employs a disciplined investment process involving asset allocation, due diligence, and access to proprietary private investment products and third-party managers.