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 in Chicago, IL, with three years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Key Investment Services, he worked at Fidelity Investments and has a background that includes roles outside the financial sector. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs including wrap-fee programs, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client direction in model selection and provides access to third-party discretionary managers while offering ongoing monitoring, reporting, and supervisory oversight.

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.

Michael Camiliere is a financial advisor with Hightower Advisors, holding a Series 66 designation and 17 years of industry experience. He has worked at Hightower Advisors and its affiliated entities since 2012, with prior experience at William Blair. Based in Chicago, IL, he provides advisory services through Hightower's platform. Hightower Advisors offers investment advisory and planning services to a diverse range of individual and institutional clients. The firm employs a multi-manager approach that includes affiliated and third-party managers, proprietary research, and a range of investment vehicles such as mutual funds, ETFs, and alternative investments.

Mitchell Kovitz is a financial advisor at NorthCoast Asset Management LLC with 36 years of industry experience. He holds a Series 63 designation and has worked previously at Kovitz Securities, LLC and Kovitz Investment Group Partners, LLC. Outside of his advisory role, he serves as Chairman and head of the Investment Committee for Chicago Capital Partners Management, LLC, and is President of the Paul Armin Family Foundation, a private foundation that funds charitable organizations. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach using proprietary models and manages portfolios across a variety of strategies including equity, income, alternatives, and private equity.

Hee Yang is a financial advisor at Oppenheimer with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at B. Riley Wealth Management and B. Riley Wealth Advisors, Inc. before joining Oppenheimer in 2024. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation along with various investment vehicles, and acts as a qualified custodian for client assets.

Craig Abraham is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cresset Asset Management and J.P. Morgan Securities. Based in Chicago, IL, he joined Citigroup in 2024. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs through both discretionary and non-discretionary approaches. The firm combines large institutional scale with unique market roles, including in-house research and futures services.

Peter Willis is a Series 66-credentialed financial advisor with Rockefeller Financial LLC, where he has worked since 2022. He has three years of industry experience, including a prior role at Rockefeller Capital Management. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting through integrated trust, insurance, and brokerage services.

Ana Ulicevic is a financial advisor at Creative Planning with 15 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Creative Planning since 2022. Prior to that, she was associated with Lockton Investment Advisors, Lockton Companies, and Lockton Financial Advisors from 2011 to 2022. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth and ultra-affluent individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by targeted active strategies and offers a range of institutional and private market investment options.

Kevin Koehler is a CFA® charterholder and financial advisor with one year of industry experience. He is currently with Cerity Partners LLC and previously worked at Whittier Trust, Miracle Mile Advisors, LLC, and Nuveen. Cerity Partners is an SEC-registered investment adviser serving a broad client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Michael Moleski is a CFP® professional with 22 years of industry experience, currently serving at Creative Planning since 2012. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Moleski manages a family farm business. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans, managing approximately $217 billion in assets. The firm emphasizes a financial planning-led investment approach with low-cost indexing and offers a range of supplemental strategies and integrated retirement plan services.

Savannah Neal is a financial advisor at Rockefeller Financial LLC with two years of industry experience. She holds the Series 66 designation and previously worked at Merrill for three years. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, and portfolio management services. The firm offers integrated solutions through affiliated trust and insurance entities and emphasizes a personalized approach with designated Private Advisors.

Whitney Hoban is a financial advisor at William Blair with four years of industry experience. She holds Series 66 and Series 63 designations and previously worked at Goldman Sachs. 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 model portfolios alongside access to private funds and co-investment opportunities.

Patrick Dunton is a CFP® professional with 11 years of industry experience. He is currently with Cresset Asset Management, LLC, where he has worked since 2018. Prior to joining Cresset, he spent five years at JPMorgan Chase Bank NA. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse range of clients. The firm emphasizes diversified, asset-allocation-driven portfolio construction tailored to individual objectives and risk profiles, employing both active and passive strategies alongside third-party managers.

John Harrington is a CFP® professional with two years of industry experience, currently affiliated with Corient in Chicago, IL. He has been associated with Corient and its related entities since 2023 and also has a decade of experience with Segall Bryant & Hamill. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that incorporates in-house and third-party strategies, continuous portfolio monitoring, and advanced risk management tools.

Daniel Tomas is a CFP® and ChFC® with 33 years of industry experience. He has been with Valic Financial Advisors since 2008 and also has affiliations with Agia and his own advisory practice dating back to 2007. Outside of his advisory work, Tomas serves as treasurer for the Northern Illinois Al Anon District 03 Fellowship and umpires youth baseball games in local communities. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Basel Alwawi is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 credential and five years of industry experience. His prior roles include positions at Merrill and Morgan Stanley. Basel is based in Chicago, IL. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm offers both discretionary and non-discretionary solutions through a large network of advisors and manages approximately $34.9 billion in assets.

Nancy Findeisen is a financial advisor at Oppenheimer with 19 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Oppenheimer in 2025, she worked at B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management from 2013 to 2025. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers various advisory and brokerage services, employing strategic and tactical asset allocation alongside a range of investment vehicles, with client accounts reviewed periodically and investment objectives documented in policy statements.

Joshua Schultz is a financial advisor at RBC Rochdale, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at CNR Securities, LLC since 2017, following a two-year tenure at Hornor Townsend & Kent Inc. Alongside his advisory role, Schultz is a partner and general manager of a floor coating installation franchise. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and institutional investors. The firm utilizes a multi-strategy investment process combining quantitative and fundamental analysis, with portfolios tailored using proprietary tools and a range of asset classes.