Brian Glynn is a Series 66 credentialed advisor at William Blair in Chicago, IL, with 12 years of industry experience. He has been with William Blair & Company since 2017 and previously worked at Foreside Fund Services, LLC and Cedar Capital, LLC. William Blair’s Private Wealth Management division provides 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 and offers proprietary models and access to private funds and co-investment opportunities.

Robert Cullen is a CFP® professional with 19 years of experience in the financial services industry. He is currently with PNC Wealth Management and has previously worked at Ameriprise, Edward Jones, Citibank, BMO Wealth Management, and Fifth Third Bank. Outside of his advisory role, he is a co-owner of The Bet Exchange LLC, a software development company holding two patents. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that utilizes algorithmically selected risk profiles and invests in mutual funds and ETFs with annual rebalancing.

Mary Teresa Roberto is a financial advisor at Focus Partners Wealth, LLC in Chicago, IL, holding a Series 66 credential with six years of industry experience. She has worked previously at Kovitz Investment Group Partners, Telemus Capital, Sanctuary Advisors, Bank of America, and Merrill. Focus Partners serves individuals, high-net-worth families, family offices, and corporate and institutional clients, offering a broad range of wealth management and 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.

James Bondar is a financial advisor at Mercer Global Advisors Inc. with 2 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Zacks Investment Management and SheltonCapital Management. Outside of finance, he has experience in the restaurant industry, including roles at Attic Bar and Bistro and JP's Pizza and Grill. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of advisory services including investment management, financial, tax, retirement, and estate planning. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using a variety of strategies and offers educational content and integrated service platforms.

Michael Roberts is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. His prior roles include a one-year position at Northern Trust and four years at the University of Wisconsin-Madison. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm employs a financial planning–led approach with an emphasis on low-cost indexing and offers a range of supplemental strategies alongside affiliated legal, trust, and retirement plan service businesses.

Onjada Haggard Richardson is a financial advisor at Citigroup Global Markets with 29 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Citigroup Global Markets since 2007. Richardson serves on the Board of Directors for Mercy Housing Lakefront, an organization that provides affordable housing and social services in Chicago and the greater Chicagoland area. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and security-pricing activities, swap dealing, and futures commission merchant operations.

Samuel Strum is a financial advisor with Eagle Strategies (New York Life) based in Chicago, IL, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His work history includes roles with Eagle Strategies, New York Life Insurance Company, Nylife Securities LLC, and Broadway Asia International. Outside of financial services, he is involved as a partner in producing Broadway Goes A Cappella concerts and serves on the boards of the Marlene Meyerson JCC Manhattan’s 20s and 30s group and Cadence Music NFP, a nonprofit focused on music education and development. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services primarily linked to insurance and annuity products. The firm provides tailored advice through multiple program types, with the majority of its assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Renate Knippen is a financial advisor with Eagle Strategies (NY Life) in Chicago, IL, holding Series 63 and Series 65 licenses and having three years of industry experience. She has worked with NYLIFE Securities LLC, Evelin Flaherty Freytas, Mastermind Wealth Strategies LLC, and operated Knippen Enterprises Inc. outside of her current role. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, delivering advice through various program types tailored to client objectives.

David Holtkamp is a financial advisor at Sanctuary Advisors, LLC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, N.A. and Merrill Lynch. He serves as Treasurer of his homeowners association, where he manages budgeting and financial reporting. 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 a wide range of investment strategies through a large network of independent adviser representatives, offering both discretionary and non-discretionary account management and utilizing various analytical approaches and third-party platforms.

Jovan Brockett is a financial advisor at Cresset Asset Management, LLC in Chicago, holding a Series 65 designation with one year of industry experience. Prior to joining Cresset in 2026, he spent six years at Emory University and four years at Oglethorpe University. Cresset Asset Management manages approximately $78.9 billion in client assets, serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware investment approach that integrates strategic asset allocation, manager selection, and a mix of active and passive strategies across multiple asset classes, including alternatives.

Mirjana Nikolic is a Series 66-licensed financial advisor at William Blair with 21 years of industry experience. She has been with William Blair & Co since 2008, following prior roles at Citigroup Global Markets and Citicorp Investment Services. 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 multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Chrysanthe Karayannis is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at TIAA-CREF since 2015 and previously with UBS Financial Services and Great Lakes Advisors, LLC. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to employer retirement plans, as well as trusts, estates, and small retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management, offering model-based and customized portfolio solutions.

Deborah Frazier is a financial advisor at Hightower Advisors with 37 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at Hightower since 2019. Her prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. From 2017 to 2019, she was involved with National Junior Tennis@ Learning of Trenton. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions using both affiliated and third-party managers, and it offers tailored portfolio management incorporating mutual funds, ETFs, alternative investments, and custom indexing.

Matthew Horne is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 65 designations and has worked at Citigroup since 2022. Prior to that, he was with Fifth Third Securities and Fifth Third Bank from 2015 to 2022. 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 discretionary and non-discretionary programs and maintains unique market roles including in-house research and operations as a swap dealer and futures commission merchant.

Kathryn Dillon is a financial advisor at Rockefeller Financial LLC with Series 66 registration and one year of industry experience. Prior to joining Rockefeller, she completed her education at Iowa State University. 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 portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform.

Xiao Liu is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL, holding a Series 65 credential. Liu has been with CIBC Wood Gundy – CIBC Private Wealth since 2015, totaling 11 years of industry experience. 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’s investment approach includes a combination of proprietary and external strategies, governance by multiple committees, and customized portfolio solutions with options and structured notes.

Arvinder Kochar is a financial advisor with Kestra Advisory in Glenview, IL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at GWFS Equities, Inc. for nine years before joining Kestra Advisory and related affiliated firms in 2019. Kochar also serves as a Registered Field Assistant for IPPFA Benefits, providing administrative and customer service support. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, providing services including fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and offers access to multiple management platforms and third-party solutions.

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.