Alec Monico is a CFP® professional at Hightower Advisors in Chicago, IL, with three years of industry experience. Prior to joining Hightower in 2023, he worked for five years at Pinnacle Fitness and two years at Fitness Factory. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and pension plans. The firm’s approach centers on manager selection and multi-manager solutions, offering both affiliated and third-party investment options along with a range of operational and portfolio management features.

Nathan Peters is a financial advisor at Rockefeller Financial LLC in Chicago, holding a Series 66 designation with three years of industry experience. Prior to joining Rockefeller, he worked at Clemson University and Saint Viator High School. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, consulting, and operates as a registered broker-dealer providing investment banking and placement services through a Private Advisor model and a consolidated investment platform.

Leonard Scandariato is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Oppenheimer and its affiliates since 2003, with prior experience at CIBC World Markets from 2000 to 2003. Scandariato is also involved with B. Riley Wealth Insurance as a life and health insurance agent. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of investment programs and advisory services, including discretionary and non-discretionary management, and maintains custody of client assets while operating both broker-dealer and advisory businesses.

Abraham Carter is a financial advisor at William Blair with a Series 66 designation and three years of industry experience. His prior roles include multiple positions at William Blair and the University of Wisconsin-Madison. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm emphasizes active, research-driven management across equities, fixed income, and alternative strategies, supported by proprietary home-office models and a range of sub-advisory arrangements.

Christopher Zerbst is a financial advisor with Citigroup Global Markets in Chicago, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment advisory 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 acting as a security-based swap dealer and futures commission merchant.

Richard Judd is a financial advisor with CIBC Private Wealth Advisors, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Atlantic Trust Investment Advisors, Gnv Advisors, LLC, and Geneva Investment Management of Chicago, LLC. CIBC Private Wealth Advisors serves a broad client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies, offering portfolio management, financial planning, and coordinated Family Office services. The firm integrates internal and external investment resources, utilizes proprietary benchmarks, and manages substantial assets relative to its advisor count.

Colin Coine is a CFP® and Series 65-registered financial advisor with three years of industry experience. He is currently with Mariner and has previously worked at Waverly Advisors, LLC, StrategIQ Financial Group, LLC, Thrivent, and held roles outside of finance, including five years with the U.S. Soccer Federation. Mariner serves a wide range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm combines in-house research with third-party managers to implement customized portfolios and provides integrated tax and accounting services alongside administrative CFO capabilities.

Samuel Herek is a financial advisor at Oppenheimer with one year of industry experience. He holds a Series 66 designation and previously worked at Burlington Capital and Charles Schwab. Outside of finance, he has been involved with Schmidleys Family Golf Range for six years. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of investment programs and advisory services, including both discretionary and non-discretionary management, with oversight processes that include suitability and branch manager review.

Daniel O'Neill is a financial advisor at William Blair with Series 63 and Series 65 credentials and five years of industry experience. He previously worked at FIS Brokerage & Securities Services LLC and has held roles outside of finance, including positions at Kam's Bar and George Dunne National Golf Course. William Blair’s Private Wealth Management division offers 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, providing proprietary model portfolios and access to private funds and co-investment opportunities.

Billie Danicek is a Series 66-licensed financial advisor with 19 years of industry experience. She has worked at Rockefeller Financial LLC since 2021 and previously held roles at Bank of America and Merrill. Rockefeller Financial LLC serves high-net-worth and ultra-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, placement, and investment banking services.

Douglas Gourley is a financial advisor with Citigroup Global Markets in Chicago, IL, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Citigroup Global Markets since 2007. 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 with oversight committees and maintains unique market roles, including swap dealer and futures commission merchant activities.

Hannah Christopher is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. She previously worked at UBS for seven years and Fidelity Investments for one year. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors. The firm provides a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolio management.

Nicholas Kelly is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and one year of industry experience. His prior experience includes roles at Morgan Stanley and LPL Financial. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various advisory programs and managed account solutions.

Jeffrey Cohen is a CFP® with 40 years of industry experience, currently with Hightower Advisors in Chicago, IL. His prior experience includes over two decades at Lincoln Financial Advisors Corporation. He is also involved as an agent in life settlements and various insurance products. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Christopher Cralle is a financial advisor at Citigroup Global Markets with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies and maintains significant institutional scale alongside specialized market roles.

Parker Jamieson is a CFP® with two years of industry experience, currently serving as a financial advisor at Corient. Prior to joining Corient, he worked at Plante Moran Financial Advisors for two years and has experience in educational roles at Michigan State University and Lansing Christian School. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing 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 uses risk management tools and continuous portfolio monitoring to align investments with client objectives.

Bill Rizos is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Wells Fargo Bank, US Bank, U.S. Bancorp Investments, BMO Harris, and Country Capital Management Company. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, as well as broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research, swap dealing, and futures commission merchant activities.

Paul Casazza is a financial advisor at Creative Planning with 19 years of industry experience and holds a Series 66 designation. His prior roles include positions at The Orchard Group, Dashboard Wealth Advisors, and Raymond James Financial Services. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and integrated retirement plan services.

Edwin Hagerty is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 36 years of industry experience. He has worked at CIBC Private Wealth Advisors since 2017, following previous roles at Atlantic Trust Investment Advisers Inc, Gnv Advisors, LLC, and Geneva Investment Management of Chicago, LLC. Outside of advisory work, he serves as an independent director and board member for several oil field service companies, dedicating limited time to these investment-related roles. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines proprietary and external investment strategies, utilizes an internal governance framework, and manages a notably high assets-under-management per advisor ratio relative to peers.

Luke Hepler is a financial advisor at William Blair with 11 years of industry experience. He holds the Series 66 designation and has been with William Blair & Company since 2015. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, including high-net-worth clients, as well as 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.