Stanko Pavlovic is a financial advisor at PlanMember Securities Corporation with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including LPL Financial, BMO Harris Financial Advisors, and WCG Wealth Advisors. He is also president of Prosperity Wealth Advisors, an investment-related business. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios, offering education and support services including retirement planning and separation counseling.

Steve Landefeld is a Series 66-registered financial advisor with RBC Rochdale, LLC, based in Chicago, IL. He has 13 years of industry experience, including roles at City National Rochdale since 2018, Ameriprise Financial Services in 2018, and Peak6 Investments LP from 2012 to 2017. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm uses a multi-strategy investment process that integrates quantitative screening, fundamental analysis, and proprietary tools to construct tailored portfolios across various asset classes, including equity, fixed income, real assets, and alternatives.

Nathan Buth is a financial advisor with CIBC Private Wealth Advisors, Inc. in Chicago, IL, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked at CIBC Private Wealth Advisors since 2017, following roles at Atlantic Trust Investment Advisors, Geneva Investment Management of Chicago, and GNV Advisors. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a collaborative investment process involving internal teams and committees to create customized portfolios, using a combination of proprietary and external strategies, including options hedges and structured notes.

Maxwell Tuozzolo is a financial advisor at Citigroup Global Markets with two years of industry experience. He previously worked at Morgan Stanley and Citibank and has a background that includes studies at the University of Colorado, Boulder. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing functions, supporting a broad and complex platform for wealth management.

Kurt Miscinski is a financial advisor with Cerity Partners LLC in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with HPM Partners LLC since 2010. Cerity Partners is an SEC-registered investment adviser serving a diverse 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 retirement plan services, emphasizing customized, diversified portfolios and access to alternative and private-market investments.

Caitlyn Finfrock is an advisor at Corient with a Series 65 credential and one year of industry experience. Her prior roles include positions at Capstone Financial Advisors and Corient Services LLC, as well as experience in educational and service industries. Corient provides investment advisory and financial planning services to a diverse client base, employing a goals-based, team investment approach that integrates in-house strategies, third-party managers, and risk management tools. The firm also offers specialized private fund capabilities and affiliated trust and brokerage services.

Michael Adamski is a financial advisor at Mesirow Financial Investment Management, Inc. in Chicago, IL, with 22 years of industry experience. He has been with Mesirow Financial since 2009 and holds the Series 66 designation. 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 a structured investment process that utilizes both third-party managers and proprietary private investment products.

Michael Wertz is a financial advisor at William Blair with 17 years of industry experience. He holds the Series 66 designation and has been with William Blair & Company LLC since 2008. 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 uses active, research-driven management across multiple asset classes and offers proprietary model portfolios and access to private funds and co-investment opportunities.

Daniel Bolan is a financial advisor with Allworth Financial, L.P. He holds the CFP® designation along with Series 63, 65, and 66 licenses and has 22 years of industry experience. His prior roles include positions at Charles Schwab Wealth Management, FNBC Bank & Trust, and 83 Rd St. Wealth Management. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies using model approaches, third-party sub-advisers, and technology to manage held-away accounts, and is notable for its ownership structure and specialized divisions such as its Airline division.

Frank Pellicori is a financial advisor at Corient with 23 years of industry experience. He holds a Series 66 designation and has worked at Vivaldi Capital Management and UBS Financial Services. Outside of his advisory role, he serves as an adjunct lecturer at DePaul University. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes various risk management tools.

Deborah Hopkins is a CFP®-designated financial advisor with 24 years of industry experience. She is currently with Focus Partners Wealth, LLC and has held previous roles at firms including Kovitz Investment Group Partners, Kovitz Securities, and Trinity Financial Advisors. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, corporate and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach under an enhanced open architecture framework that combines active and passive strategies, third-party managers, and private funds.

Charles Villano is a CFP® professional with 31 years of experience in the financial services industry. He is currently affiliated with Primerica Advisors and has an extensive background including roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, Villano serves as a CPE instructor for local CPAs and operates a life coaching program for business owners. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial planning and business consulting. The firm employs a variety of investment strategies through proprietary and third-party platforms, managing approximately $15 billion in regulatory assets under management.

Nicholas Latko is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. He previously worked at Ausdal Financial Partners, Inc. and Clear Perspective LLC for ten years each. Outside of his advisory role, Latko is a co-owner of Perspire Sauna Studio and serves as a board member of the F3 Naperville Foundation, where he assists with event planning and organizational direction. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers across various investment vehicles, including mutual funds, ETFs, and alternative investments.

James Judd is a CFP® with seven years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago since 2019. Prior to joining CIBC, he was self-employed from 2017 to 2019 and worked in other roles from 2015 to 2017. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a structured investment process involving internal teams and committees to deliver customized portfolio management, including access to options strategies and family office services, managing approximately $67.8 billion in assets with 175 advisors.

Michael Sharpe is a CFP® and Series 66 credentialed financial advisor at Schwab Wealth Advisory with five years of industry experience. He has worked at Schwab Wealth Advisory and Charles Schwab & Co., Inc. since 2021, following earlier roles at Shepherd Financial, LLC and LeadJen LLC. He also spent four years at the University of Kentucky prior to his financial advisory career. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses standard asset allocation models and Schwab research tools to offer investment recommendations while leaving final trading decisions to clients.

Christopher Prince is a CFP® and Series 66 credentialed financial advisor with 11 years of industry experience. He has been with Oppenheimer in Chicago, IL, since 2014. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment and retirement services, managing portfolios through strategic asset allocation and regular reviews while maintaining custody of client assets as a qualified custodian.

Stephen Wathen is a financial advisor at Cresset Asset Management, LLC with 23 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Cresset in 2020, he was with PagnatoKarp Partners, LLC from 2016 to 2020. 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 investment approach that combines strategic asset allocation, manager selection, and both active and passive strategies across multiple asset classes.

Howard Suss is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 65 and Series 63 credentials and bringing 31 years of industry experience. He has worked at Guardian Life since 2004 and at Park Avenue Securities since 2005. Outside of his advisory roles, he sells life and disability insurance through Suss Financial Group. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and a range of investment advisory programs.

Nicholas Dunckle is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked at ESS Fenton Group, LLC, Sunamerica Capital Services, Inc., and AIG Retirement Advisors. Outside of advisory work, he is a limited partner in a private storage unit business and owns land planned for partial residential use and resale. 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 managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed models and operating at a large scale with over 1,200 advisors.

Nicolette Kulach is a Series 66-licensed financial advisor at Mesirow Financial Investment Management, Inc. with three years of industry experience. Her career includes roles at Mesirow Wealth Management and The Mather Group. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to private individuals, pension and profit-sharing plans, government entities, charitable organizations, and other institutional clients. The firm applies quantitative and qualitative due diligence across multiple asset classes and offers proprietary private investment products alongside access to third-party managers.