John Harrington is a CFP® professional with three years of industry experience, currently serving as an advisor at Corient. He previously worked at Segall Bryant & Hamill for seven years before joining Corient. 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 uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and stress testing to align portfolio exposures with client objectives.

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 at Sanctuary Advisors, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Morgan Stanley, and other firms. 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 supports independent advisors who develop their own investment strategies and offers a variety of portfolio management options, including discretionary and non-discretionary accounts, utilizing multiple analytical approaches and third-party managed account platforms.

Susan Penno is a financial advisor at Cetera Planning Partners with three years of industry experience. She holds the PFS™ designation and previously worked at Avantax Planning Partners. In addition to her advisory role, she owns Sassetti, LLC, a tax and accounting firm where she provides tax compliance and planning services. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, financial planning, Social Security optimization, and retirement advice. The firm’s approach features diversified allocations aligned with client objectives, supported by ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers.

Nancy Findeisen is a financial advisor at Oppenheimer with 20 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at B. Riley Wealth Advisors and B. Riley Wealth Management. Oppenheimer is a registered investment adviser and broker-dealer that serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Mekhroj Toshpulatov is a financial advisor at Citigroup Global Markets with Series 63 and Series 66 credentials and four years of industry experience. He has worked at several major firms, including Merrill, Bank of America, and J.P. Morgan Securities. 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 through both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Ann Marie Trepkowski is a financial advisor with Hightower Advisors, holding a Series 65 designation and based in Chicago, IL. She has nine years of prior experience at Mercer and five years at BGRS. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering portfolio management, financial planning, and retirement consulting. The firm’s advisory model focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Matteo Vitale is a financial advisor at Equity Services, Inc. with two years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at several firms including National Life Group and Mutual of Omaha Investor Services. Outside of his advisory role, Vitale is involved in nonprofit activities as a volunteer presenter for Credit Abuse Resistance Education (C.A.R.E.) and serves on the Emerging Leaders Board for the Bounce Children’s Foundation. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Quinn Martin is a CFP® with eight years of industry experience, currently affiliated with Focus Partners Wealth, LLC. He has worked at several firms, including Kovitz Investment Group Partners, Relative Value Partners, and Raymond James Financial Services. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and investment advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Wendy Kohl is a financial advisor at Concurrent Investment Advisors, LLC with 13 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Raymond James Financial Services and BMR Retirement. In addition to her advisory roles, she has been involved with The Bear Champ Inc. for 10 years. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by affiliated sub-advisers and platform integrations.

Frank Bugaris is a financial advisor with Fifth Third Securities, Inc. in Chicago, IL, holding a Series 66 designation and seven years of industry experience. His prior experience includes roles at LPL Financial, Wintrust Bank, The Huntington Investment Company, Edward Jones, and CareerLightning. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering multiple program types via its Passageway Managed Account Platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides access to advisor-directed mutual fund and ETF models, separately managed accounts, tax-overlay services, and direct indexing options.

Alex Hoveln is a Certified Financial Planner (CFP®) with six years of industry experience. He is currently with Hightower Advisors and has previously worked at Valmark Advisers, Inc. and EFG Advisors. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, utilizing a multi-manager approach that includes proprietary research and a variety of investment vehicles such as mutual funds, ETFs, and alternative investments.

Akeil Roberts is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley, E*Trade Securities, and Kingston Market. Roberts co-founded AB Tutoring Ltd, an educational venture. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment 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 swap dealer and futures commission merchant activities.

Jan Peter Breugelmans is a financial advisor at Truist Advisory Services with 16 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Truist in 2022, he worked at Wells Fargo Clearing from 2016 to 2022. Outside of his advisory role, he serves as Treasurer for the Ferrari Club of America Central States Region. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches and utilizes third-party platforms and AI-enabled research tools as part of its investment process.

Lindsey Buse is a financial advisor at PNC Wealth Management with six years of industry experience. She holds a Series 66 designation and has worked at Merrill, Bank of America, Illinois Bank & Trust, and other firms. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account pilot available to select employees. The firm’s investment approach uses algorithm-driven risk assessment and delegates portfolio implementation to third-party strategists.

Joseph Keller is a CFA® charterholder with 13 years of industry experience. He is currently with Citigroup Global Markets, having joined in 2024, and previously worked at Northern Trust and Grosvenor Capital Management. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Richard Gottfred is a financial advisor at William Blair with 55 years of industry experience. He has been with William Blair & Company L.L.C. since 1973. He holds Series 63 and Series 65 licenses. 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 various asset classes and offers proprietary models, private funds, and co-investment opportunities.

Brian Devlin is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. He has been with VOYA Financial Advisors since 2014 and previously worked at Voya Financial Partners, LLC, Valic Financial Advisors, and Nationwide Investment Services Corporation. He also operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm offering financial planning, portfolio management, UMA and wrap programs, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm uses a combination of in-house and external strategists, model portfolios, and technology tools to manage client portfolios, often on a non-discretionary basis, while also providing limited discretionary management in certain programs.

Melissa Diaz is a financial advisor at William Blair in Chicago, IL, with nine years of industry experience. She holds a Series 66 designation and has been with William Blair since 2015. William Blair’s Private Wealth Management division serves individuals, foundations, pension, and corporate clients through discretionary and non-discretionary investment management, financial planning, and wealth services. 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.

Maggie Shriver is a financial advisor at Cresset Asset Management, LLC with 25 years of industry experience. She holds a Series 66 designation and has worked at Cresset since 2020, following four years at PagnatoKarp Partners, LLC. Based in Chicago, IL, she is part of a firm with 196 advisors. 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 approach that incorporates strategic asset allocation, manager selection, and both active and passive investment strategies across various asset classes.