Cole Charles is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, Wells Fargo Clearing, and Northwestern Mutual. Charles also has experience outside finance, including roles at Elmhurst University and in the hospitality industry. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies using both discretionary and non-discretionary programs and is notable for its large institutional scale and specialized market roles.

Justin Draper is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Citigroup since 2017 and previously held roles at J.P. Morgan Securities and JPMorgan Chase Bank NA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and is notable for its large institutional scale and unique market roles, including derivatives and futures services.

Katrina Jones is a financial advisor with Mesirow Financial Investment Management, Inc. in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has worked at Mesirow Financial Investment Management and Mesirow Financial since 2021, with prior experience at Bankers Life Securities and TradeStation. Mesirow Financial Investment Management’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including individuals, pension plans, government entities, and charitable organizations. The firm employs quantitative and qualitative due diligence in portfolio construction and offers access to proprietary private investment products and third-party managers.

Benjamin House is a Series 66-credentialed financial advisor with four years of industry experience. He is currently with Empower Advisory Group and has previously worked at Oppenheimer & Co. Inc. Outside of his advisory role, he performs standup comedy monthly at a venue in Chicago. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and select retail brokerage clients. The firm emphasizes integrated services aligned with Empower’s recordkeeping and administration platforms, offering point-in-time financial plans and optional managed account solutions.

James Corrigan is a financial advisor at Sanctuary Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. Outside of financial services, he has ownership interests in a fitness center and a wellness business offering on-site self-care services. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations through a large network of independent advisers. The firm offers a range of portfolio management options and financial planning services, operating with a fiduciary standard under written advisory agreements.

Eileen Polese is a financial advisor at Hightower Advisors with 12 years of industry experience. She holds the CFP® designation and Series 65 and Series 63 licenses. Her prior experience includes roles at Alexandria Capital and Aspire Advisors, LLC, as well as work with the Mount Kisco Chamber of Commerce. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension and profit-sharing plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to support portfolio construction and management.

Jorge Salazar is a financial advisor at Cerity Partners LLC in Chicago, IL, holding the CFP® and Series 65 designations with seven years of industry experience. He has worked at Cerity Partners since 2018 and previously spent one year at Northern Trust Company. He also has four years of experience at Loyola University Chicago. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Avery Bross is a financial advisor at Cerity Partners LLC based in Chicago, IL. He holds a Series 65 designation and has one year of industry experience. Prior to joining Cerity Partners, he held academic positions at Colgate University and Kansai Gaidai University and taught at The Latin School of Chicago. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm offers portfolio management, financial planning, retirement consulting, tax planning, insurance placement, and access to alternative and private-market investments.

Nicholas Bianchi is a financial advisor at Focus Partners Wealth, LLC, holding a Series 65 designation with one year of experience in the advisory industry. Prior to joining Focus Partners Wealth, he worked at Dell Technologies for three years and has experience in education at the University of Texas and Savio Catholic High School. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a comprehensive range of wealth management and financial services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with access to multiple asset types and affiliated service companies.

Krishna Phanindra Vege is a financial advisor at Rockefeller Financial LLC with three years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Credit Suisse Securities (USA) LLC, Merrill, and Bank of America. Outside of his advisory role, he serves as a consultant for Preserve Life, conducting research in the health and wellness sector. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans with wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated entities and provides access to alternative and private investments alongside a comprehensive advisory platform.

Brandi Lockhart is a financial advisor with CIBC Private Wealth Advisors, Inc. in Chicago, holding a Series 65 designation and having joined the firm in 2010. She has worked across different divisions within CIBC, including CIBC Imperial Service and CIBC Wood Gundy, accumulating over a decade of industry experience. 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 a comprehensive investment process involving internal teams, committees, and both proprietary and external strategies to deliver customized portfolio management and wealth advisory services.

John Linehan is a financial advisor at Oppenheimer with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Linehan serves on the advisory board of Leo High School, a position he has held since 1998. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation and manager selection, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary asset management.

Carter Walsh is a financial advisor at Oppenheimer with one year of industry experience. He previously worked at Morgan Stanley and SG Capital Management. Carter holds Series 63 and Series 65 certifications. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering various advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs a range of investment approaches tailored to different programs, managing approximately $36.7 billion in assets as of December 31, 2025.

Michael Bibbiano is a financial advisor at Citigroup Global Markets in Chicago, holding Series 65 and Series 63 credentials with four years of industry experience. He previously worked at Northern Trust Securities, Cetera Advisors, and Megent Financial, among other firms. His background also includes roles outside finance, such as working at Revival Yoga Studio. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies supported by internal standards and oversight committees, combining large institutional scale with specialized market roles and arrangements.

Terry Pasquale is a financial advisor with Valic Financial Advisors in Chicago, IL, holding a Series 66 designation and 18 years of industry experience. He has worked at VALIC Financial Advisors since 2014 and is also associated with Agia and QU Trading. Outside of his advisory work, he holds an IMM membership at the CME Exchange, which he leases as a source of passive income. Valic Financial Advisors primarily serves U.S. 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, and brokerage services, utilizing Envestnet UMA models for portfolio construction.

Hannah Stamps is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2022. Prior to that, she was employed at Tulane University and Target. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management supported by strategic allocation models and manager selections, integrating a range of fee arrangements, platforms, and proprietary research tools.

Brian Dillig is a financial advisor at Hightower Advisors in Chicago, IL, holding a Series 66 designation with 19 years of industry experience. He has been with Hightower Advisors and its affiliated broker-dealer, Hightower Securities, LLC, since 2012. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, including pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm utilizes a multi-manager approach with access to affiliated and third-party managers, offering discretionary and non-discretionary portfolio management along with specialized strategies including alternative investments and custom indexing.

Connor Jones is a financial advisor at Mariner with three years of industry experience. He holds the Series 66 designation and previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Outside of finance, he has experience working in the hospitality and retail sectors. Mariner serves a diverse range of clients, including individuals, pension plans, trusts, charitable organizations, and private funds, offering services such as investment management, financial planning, retirement plan consulting, and tax services. The firm combines in-house research with third-party managers to deliver customized, discretionary portfolios and also provides integrated tax and accounting services along with specialized financial wellness and family office solutions.

Michael Benoit is a CFA® charterholder with 10 years of industry experience. He is currently with Corient, where he has worked since 2022, and previously held positions at Gofen and Glossberg, L.L.C. and Fort Washington Investment Advisors. Corient provides investment advisory and financial planning services to a diverse range of clients, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools to align portfolios with client objectives.

Kevin Doney is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2014. He holds Series 63 and Series 65 licenses and is based in Chicago, IL. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.