Kyle Griffith is a CFP® with eight years of industry experience, currently advising at Creative Planning since 2022. His prior experience includes roles at Wipfli Financial Advisors and The Mather Group. He is based in Chicago, IL. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, complemented by tax-loss harvesting, private market exposure, and use of sub-advisors for retirement plans.

Marcello Paolella is a financial advisor with Empower Advisory Group in Chicago, IL, holding Series 63 and Series 66 licenses and two years of industry experience. His prior experience includes roles at Morgan Stanley and E*TRADE Securities LLC. Before entering the financial sector, he worked with Envision Mobile Imaging LLC and Inspire Medical Billing, Inc. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its advisory services closely with Empower’s recordkeeping and administrative platforms.

Anastasios Manolis is a financial advisor with Focus Partners Wealth, LLC in Chicago, holding a Series 65 designation and currently in his first year with the firm. His prior experience includes roles at Kovitz Investment Group Partners, LLC, Northern Trust Corporation, and the Illinois Institute of Technology. Outside of finance, he has worked in the restaurant industry with Levy Restaurants. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering services such as investment management, financial and tax planning, and retirement plan consulting. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, integrating fundamental and quantitative analysis alongside alternative strategies.

Eric Stone is a Series 66-credentialed financial advisor with nine years of industry experience. He has been with Citigroup Global Markets since 2017 and previously worked at JMB Insurance for two years. He is based in Chicago, IL. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles and arrangements.

Jennifer Morreale is a financial advisor with Mesirow Financial Investment Management, Inc. She holds a Series 66 designation and has 24 years of industry experience. Her prior work includes positions at UBS Financial Services, Purshe Kaplan Sterling Investments, and Quantum Private Wealth. Mesirow Financial Investment Management, Inc.’s Wealth Management division offers discretionary and non-discretionary investment management and financial planning services to a range of clients, including private individuals, institutional clients, and government entities, utilizing both third-party managers and proprietary private investment products.

Wilfrido Hernandez is a financial advisor with William Blair in Chicago, holding a Series 66 designation and six years of industry experience. Prior to joining William Blair in 2018, he worked at Hyatt Hotels Co from 2014 to 2018. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, and institutional clients. The firm employs active, research-driven management across multiple asset classes and offers proprietary model portfolios, private funds, and co-investment opportunities.

Hari Nair is a financial advisor at Schwab Wealth Advisory with 19 years of industry experience and holds a Series 66 designation. His prior experience includes roles at J.P. Morgan Securities LLC, Charles Schwab & Co., Inc., Fidelity, Chase Investment Services Corp., and Ameriprise. He is based in Chicago, Illinois. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses Charles Schwab’s standard asset allocation models and internal research tools to guide investment selection, with client authorization required for trades.

Katherine Fox is a financial advisor at TIAA-CREF with 18 years of industry experience. She holds Series 63 and Series 65 designations and has been with TIAA-CREF since 2013. Fox serves as a board member for the Admiral at the Lake Foundation, a continuing care retirement community in Chicago. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans. The firm combines point-in-time financial planning with ongoing portfolio management and serves as adviser to a donor-advised fund within a vertically integrated investment structure.

Brian Kittle Jr. is a financial advisor at William Blair with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has been with William Blair since 2008. 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 models and access to private funds and co-investment opportunities.

Irvin Cartagena Jr. is a CFP® professional with 18 years of experience in the financial services industry. He currently serves as a financial advisor at Schwab Wealth Advisory, Inc., having previously worked at firms including JPMorgan Chase Bank NA, JPMorgan Securities LLC, Charles Schwab, and Equitable Advisors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach involves asset allocation guidance and investment selection using Charles Schwab’s internal research tools and standard models, with trades executed only upon client authorization.

Michael Lord is a CFP®-certified financial advisor with CIBC Private Wealth Advisors, Inc. in Chicago, IL, bringing eight years of industry experience. His prior roles include positions at JP Morgan Securities and JP Morgan Chase Bank. CIBC Private Wealth Advisors serves a diverse client base, including high net worth individuals, families, trusts, and investment companies, offering portfolio management, financial and estate planning, and coordinated Family Office services. The firm utilizes an integrated investment process with proprietary and external strategies, managing approximately $67.8 billion in assets with a focus on customized and scalable wealth advisory solutions.

Michael Pinckney is a financial advisor at Cresset Asset Management, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at BNY Mellon Wealth Management for seven years. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach combining active and passive strategies, supported by a structured due-diligence program and access to multiple affiliated entities offering specialized advisory and private fund services.

Courtney Mygatt is a financial advisor at Oppenheimer with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2007, following three years at UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer serving individuals—including high net worth clients—corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and provides advisory services across equity, balanced, and fixed-income portfolios using strategic and tactical asset allocation and manager selection.

Wyatt Allen is a financial advisor at Cerity Partners LLC based in Chicago, IL. He holds a Series 65 designation and has recently begun his career, with prior experience at Morgan Stanley and the Manursing Island Club. He attended the University of Wisconsin - Madison. Cerity Partners advises a wide range of clients including individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services with an investment approach focused on client-specific profiles, combining quantitative screening, manager selection, and both third-party strategies and direct security selection.

Ian Bannon is a financial advisor at Oppenheimer with Series 65 and Series 63 credentials and four years of industry experience. His prior roles include positions at J.P. Morgan Securities, Prudential Insurance Company of America, Pruco Securities LLC, and RJO Futures. 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 range of programs including asset management, consulting, and retirement services, with advisory services that cover equity, balanced, and fixed-income portfolios using strategic and tactical asset allocation.

Matthew Scherer is a CFA® charterholder and holds a Series 63 license. He is based in Chicago, IL, and has five years of industry experience. Prior to joining CIBC Private Wealth Advisors, Inc., he worked for seven years at Geneva Advisors, LLC. 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 teams and committees to deliver customized portfolio management and offers strategies including options hedges and structured notes, serving notably higher assets under management per advisor than many peers.

Nicole Romito is a CFP® with 24 years of industry experience, currently serving at Hightower Advisors since 2020. Prior to this, she spent 15 years at Private Vista, LLC (formerly Financial Strategy Network LLC). She holds a Series 66 license and is based in Chicago, IL. Hightower Advisors offers investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager investment approach that includes affiliated and third-party managers, proprietary research, and diversified portfolio construction strategies.

Daniel O’Brien is a financial advisor at Hightower Advisors with nine years of industry experience. He has worked at Hightower Advisors since 2021 and previously spent five years at TC Wealth Partners and twenty years at Trust Company of Illinois. He holds the Series 65 designation and is based in Chicago, IL. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions using both affiliated and third-party managers, offering discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting.

Shauna Kelly Moran is a financial advisor at Mesirow Financial Investment Management, Inc. with 19 years of industry experience. She holds a Series 66 designation and has been with Mesirow Financial since 2005. In addition to her advisory role, she has been involved with FEAST since 2004. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to a range of clients, including private individuals, pension plans, government entities, and institutional clients. The firm employs a comprehensive investment process that includes preparing Investment Policy Statements, setting asset allocation targets, and utilizing both proprietary and third-party investment strategies.

Zachary Abrams is a financial advisor with William Blair in Chicago, holding a Series 66 designation and one year of industry experience. Prior to joining William Blair, he worked at SS&C Technologies for three years and has a background that includes roles in technology and education. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients through active, research-driven strategies across equities, fixed income, and alternatives. The firm manages approximately $64 billion in assets under management and provides access to proprietary models, third-party sub-managers, and private investment opportunities.