Cameron Grable is a CFP® with seven years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Chicago, IL. Prior to joining Schwab Wealth Advisory and Charles Schwab in 2024, he worked at The Vanguard Group from 2018 to 2024. Schwab Wealth Advisory 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 uses Schwab's asset-allocation models and research tools to offer tailored recommendations, while trades are executed only with client authorization.

Anne Conway is a financial advisor at William Blair with five years of industry experience. She holds a Series 66 designation and previously worked at Level Ex, Inc. and Oxford Financial Group. 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 equities, fixed income, and alternative strategies, offering proprietary models and access to private funds and co-investment opportunities.

Madeline Pestine is a financial advisor at Oppenheimer with a Series 66 designation and no prior industry experience. Her background includes roles outside finance, such as working with the Jewish United Fund and Reverie Dance Academy. Oppenheimer serves a diverse client base including individuals, corporations, and charitable organizations, offering a wide range of advisory and brokerage services with both discretionary and non-discretionary investment management.

Ricardo Rico is a financial advisor at Empower Advisory Group in Chicago, IL, holding a Series 66 designation. He has professional experience that includes service in the United States Army from 2016 to 2020 and roles with various organizations prior to joining Empower Advisory Group in 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders. The firm’s integrated model ties services closely to Empower’s recordkeeping and administrative platforms, with an emphasis on long-term portfolio returns and annual rebalancing.

Jeremiah Lorenz is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at Fortis Investors for 19 years before joining Kestra Advisory and Partners Wealth Management in 2019. He is also involved in insurance product recommendations through BlueLake Wealth Advisors. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm supports a range of investment solutions including discretionary trading and serves large institutional investors, including sovereign wealth funds.

William Howson is a CFP® with ten years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2025. His prior roles include four years at HighTower Securities LLC and Bank of America, as well as experience at Merrill and The Vanguard Group. Mariner serves a diverse client base that includes individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal investment team and third-party managers, and provides enhanced tax and accounting integration as well as family office and employer financial wellness solutions.

Marty Pereira is a CFP® with 24 years of industry experience and currently serves as an Investment Advisor Representative at Kestra Advisory. He has held roles at Kestra since 2015, including positions with Kestra Investment Services, and previously worked at Morgan Stanley Smith Barney and CSMG International Ltd. He is also the Investment Advisor and Director of Research & Analytics for Partners Wealth Management, where he focuses on research and investment recommendations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base including large institutional investors and sovereign wealth funds.

Roman Ciosek is a financial advisor at Hightower Advisors with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with Hightower Advisors since 2010. The firm provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. Hightower emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers, along with proprietary research and various investment strategies.

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 with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Key Investment Services and Fidelity Investments. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs and integrates services from KeyCorp affiliates, utilizing a multi-provider model for portfolio strategy and implementation.

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 in Chicago, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at William Blair and Stifel. He has worked at Hightower Advisors and its affiliated entities since 2012. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a model that emphasizes manager selection and multi-manager solutions, including access to affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Mitchell Kovitz is a financial advisor at Focus Partners Wealth, LLC with 37 years of industry experience. He holds a Series 63 designation and has worked at firms including Rothschild Investment LLC and Kovitz Securities, LLC. Kovitz is also chairman and head of the investment committee at Chicago Capital Partners Management, a perpetual private equity fund, and serves as president of the Paul Armin Family Foundation. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, financial planning, and advisory services. The firm uses a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Hee Yang is a financial advisor at Oppenheimer with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Howe Barnes Capital Management. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations with a range of programs including discretionary and non-discretionary investment management, financial planning, and consulting services. The firm offers diverse portfolio strategies and retains custody of client assets while operating both advisory and broker-dealer businesses.

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 financial advisor at Rockefeller Financial LLC with a Series 66 designation and four years of industry experience. He joined Rockefeller Financial in 2022 after a brief period at Rockefeller Capital Management. Willis is based in Chicago, IL. Rockefeller Financial LLC serves 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.

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 currently with Cerity Partners LLC in Chicago, IL, where he has worked since 2025. He has two years of industry experience, including previous roles at Whittier Trust, Miracle Mile Advisors, LLC, and Nuveen. Cerity Partners advises a diverse client base ranging from individuals and families to institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services and employs a client-specific investment framework that combines quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.

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.