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.

Frank Bugaris is a financial advisor with Fifth Third Securities, Inc. in Chicago, IL, holding a Series 66 designation and seven years of industry experience. His prior experience includes roles at LPL Financial, Wintrust Bank, The Huntington Investment Company, Edward Jones, and CareerLightning. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering multiple program types via its Passageway Managed Account Platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides access to advisor-directed mutual fund and ETF models, separately managed accounts, tax-overlay services, and direct indexing options.

Alex Hoveln is a Certified Financial Planner (CFP®) with six years of industry experience. He is currently with Hightower Advisors and has previously worked at Valmark Advisers, Inc. and EFG Advisors. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, utilizing a multi-manager approach that includes proprietary research and a variety of investment vehicles such as mutual funds, ETFs, and alternative investments.

Akeil Roberts is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley, E*Trade Securities, and Kingston Market. Roberts co-founded AB Tutoring Ltd, an educational venture. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm is notable for its large institutional scale, in-house research capabilities, and unique market roles including swap dealer and futures commission merchant activities.

Jan Peter Breugelmans is a financial advisor at Truist Advisory Services with 16 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Truist in 2022, he worked at Wells Fargo Clearing from 2016 to 2022. Outside of his advisory role, he serves as Treasurer for the Ferrari Club of America Central States Region. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches and utilizes third-party platforms and AI-enabled research tools as part of its investment process.

Lindsey Buse is a financial advisor at PNC Wealth Management with six years of industry experience. She holds a Series 66 designation and has worked at Merrill, Bank of America, Illinois Bank & Trust, and other firms. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account pilot available to select employees. The firm’s investment approach uses algorithm-driven risk assessment and delegates portfolio implementation to third-party strategists.

Joseph Keller is a CFA® charterholder with 13 years of industry experience. He is currently with Citigroup Global Markets, having joined in 2024, and previously worked at Northern Trust and Grosvenor Capital Management. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Richard Gottfred is a financial advisor at William Blair with 55 years of industry experience. He has been with William Blair & Company L.L.C. since 1973. He holds Series 63 and Series 65 licenses. 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 various asset classes and offers proprietary models, private funds, and co-investment opportunities.

Brian Devlin is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. He has been with VOYA Financial Advisors since 2014 and previously worked at Voya Financial Partners, LLC, Valic Financial Advisors, and Nationwide Investment Services Corporation. He also operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm offering financial planning, portfolio management, UMA and wrap programs, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm uses a combination of in-house and external strategists, model portfolios, and technology tools to manage client portfolios, often on a non-discretionary basis, while also providing limited discretionary management in certain programs.

Melissa Diaz is a financial advisor at William Blair in Chicago, IL, with nine years of industry experience. She holds a Series 66 designation and has been with William Blair since 2015. William Blair’s Private Wealth Management division serves individuals, foundations, pension, and corporate clients through 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.

Maggie Shriver is a financial advisor at Cresset Asset Management, LLC with 25 years of industry experience. She holds a Series 66 designation and has worked at Cresset since 2020, following four years at PagnatoKarp Partners, LLC. Based in Chicago, IL, she is part of a firm with 196 advisors. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that incorporates strategic asset allocation, manager selection, and both active and passive investment strategies across various asset classes.

Eric Daliege is a financial advisor with Goldman Sachs Wealth Services in Chicago, IL, holding a Series 66 designation and 11 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent seven years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm leverages centralized investment resources and model portfolios while offering tailored services such as Executive Wealth and Private Family Office support.

Elias Kuhns is a financial advisor at William Blair in Chicago, IL, holding a Series 66 designation with four years of industry experience. His work history includes multiple roles at William Blair since 2020 and earlier experience at BioSig Technologies and in the hospitality sector. He has also been a full-time student at Union College since 2017. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients. The firm emphasizes active, research-driven management across various asset classes and provides access to private funds and co-investment opportunities through its MB Investments Program.

Florence Isaac is a financial advisor at Fifth Third Securities, Inc. based in Chicago, IL, with three years of industry experience. She holds Series 63 and Series 66 credentials and has worked at several firms including LPL Enterprise, The Prudential Insurance Company of America, and Merrill. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through both investment advisory and brokerage services. The firm offers multiple investment programs on the Passageway platform, combining third-party portfolio management with advisor-directed strategies.

Thomas Gilboy is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Chicago, IL, holding Series 63 and Series 65 licenses and having 16 years of industry experience. He has worked at Equity Services since 2017 and has also been affiliated with National Life and Metlife Securities. Outside of his advisory role, Gilboy consults with business owners to help grow their businesses. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines long-term investment strategies with options for shorter-term trading, offering multiple advisory platforms and working with third-party asset managers and model portfolios.