Scott Kriegshaber is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He has been with Citigroup Global Markets since 2007 and holds Series 63 and Series 65 licenses. Citigroup Global Markets serves individual and institutional clients across various segments, including workplace, high-net-worth, and ultra-high-net-worth clients. The firm offers a broad range of investment advisory programs and broker-dealer services, implementing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.

Colleen Lopez is a CFP® professional at Corient with seven years of industry experience. She has worked at Fiducient Advisors LLC and Capstone Financial Advisors before joining Corient in 2026. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party manager solutions and employs risk management tools and continuous portfolio monitoring.

Chantay Moore is a financial advisor with Transamerica Financial Advisors in Oakbrook Terrace, IL, holding Series 63, 65, and 66 licenses and bringing 17 years of industry experience. She has held roles at firms including Ameriprise and WealthWave and has served as a board member of the American Indian Center of Chicago and Chicago Women in Trades. Moore is the founder of Native American Financial Literacy Services, where she conducts financial literacy workshops for Native American tribal entities. Transamerica Financial Advisors serves a diverse range of clients including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party investment models. The firm manages over $2 billion in assets under management and operates as both a registered broker-dealer and registered investment adviser.

Alexander Benassi is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he is a part-owner of a mixed martial arts training facility in Evanston, Illinois. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, utilizing a mix of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Michelle Mccabe is a financial advisor with Rockefeller Financial LLC and holds Series 63 and Series 66 credentials. She has 19 years of industry experience, including five years at Merrill and seven years at Rockefeller Financial before continuing with the firm in its current form since 2026. Outside of her advisory role, she manages a rental property jointly owned with her spouse. 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, while operating as a registered broker-dealer with a broad range of investment and advisory capabilities organized around a Private Advisor model and a consolidated investment platform.

Charlene Morris is a financial advisor at CIBC Private Wealth Advisors, Inc. with eight years of industry experience. She holds a Series 65 designation and has worked previously at Geneva Advisors, LLC before joining AT Investment Advisers Inc. Outside of her advising role, she is involved in sales of ladies' accessories, including handbags and hats. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies, offering portfolio management, financial planning, and specialized Family Office services. The firm’s investment approach integrates an internal investment team with governance committees to create customized portfolios using proprietary and external strategies, distinguishing itself by higher assets under management per advisor and extensive work with investment company clients.

Michael Brown is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Citigroup Global Markets since 2018. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, NA. Outside of his advisory role, he owns a rental property in Downers Grove, IL. 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 and combines large institutional scale with unique market roles, including derivatives and futures services.

Stephanie Link is a financial advisor at Hightower Advisors in Chicago, IL, with six years at the firm and a total of seven years in the industry. She holds Series 63 and Series 65 credentials. Prior to joining Hightower, she worked at TIAA CREF/Nuveen for four years. Hightower Advisors offers investment advisory and planning services to a diverse client base including individual investors, pension and profit-sharing plans, charitable organizations, corporations, and institutional clients. The firm’s approach emphasizes multi-manager solutions, proprietary research, and a range of portfolio management options including mutual funds, ETFs, alternative investments, and custom indexing.

Elizabeth Bort is a financial advisor with Bankers Life Advisory Services, Inc. in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has worked at Bankers Life Advisory Services and Bankers Life Securities since 2017 and previously served at BMO Harris Financial Advisors from 2013 to 2017. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, non-discretionary investment consulting, and retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across various securities with a focus on client goals and risk tolerances.

Carlos Cruz is a financial advisor at Rockefeller Financial LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at Riverpoint Wealth Management Holding Co., LPL Financial, and Backstop Solutions Group LLC. Cruz is based in Chicago, IL. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers portfolio management, financial planning, and consulting through a Private Advisor model and an integrated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Cameron Burke is a CFA® charterholder and holds a Series 65 license, currently working at Cerity Partners LLC since 2023. He previously held roles at Boston College and the University of Notre Dame and spent five years in full-time education prior to entering the financial industry. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm emphasizes tailored asset allocation, manager selection, and rebalancing supported by proprietary quantitative screens alongside external managers and individual securities.

Paul Schaefer is a Series 66 credentialed financial advisor at Creative Planning with 15 years of industry experience. He has worked at Creative Planning since 2024 and previously was employed at Mutual Securities, Kowal Investment Group, and Raymond James Financial Services. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets.

John Cutler is a financial advisor at William Blair with 18 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at William Harris Investors from 2006 to 2018 before joining William Blair in 2018. Based in Chicago, IL, he provides investment advisory services within a well-established firm. 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 active, research-driven strategies across multiple asset classes and provides proprietary models and access to private funds through its extensive platform.

Na'im Temlock is a financial advisor at William Blair in Chicago, IL, holding a Series 66 designation with three years of industry experience. His work history includes roles at William Blair and Riddle and Bloom, alongside previous positions at McGill Athletics and McGill University. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients through an active, research-driven approach across multiple asset classes. The firm supports a range of advisory solutions including proprietary models, third-party sub-managers, and access to private funds and co-investment opportunities.

Brennan Morrison is a CFA® charterholder with over 11 years of industry experience. He currently works at CIBC Private Wealth Advisors, Inc. and previously spent 10 years at Northern Trust. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, and investment companies. The firm employs a structured investment process involving internal teams and committees to create customized portfolios, managing approximately $67.8 billion in assets with a relatively low advisor headcount.

Jesse Otzen is a financial advisor at William Blair with 31 years of industry experience. He has held his current position at William Blair & Company, L.L.C. since 2001. He holds the Series 63 and Series 65 designations. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs active, research-driven management strategies across various asset classes and provides proprietary models and access to private funds and co-investment opportunities.

Patrick Hamilton is a CFP® professional with over 12 years in the financial industry, currently serving at Creative Planning. He previously worked at Northern Trust Corporation for 11 years before joining Creative Planning in 2026. Based in Chicago, IL, he is part of a large enterprise firm. 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 emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Wayne Janus is a financial advisor at Rockefeller Financial LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Rockefeller Capital Management since 2026, previously spending 14 years at Whitnell & Co. He serves as a trustee for two deceased friends, with all related compensation paid to his firm. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations, offering a range of portfolio management and financial planning services, as well as broker-dealer functions and investment banking, organized around a Private Advisor model and a consolidated investment platform.

Michael Nicholas IV is a CFA® charterholder and Series 63 licensee based in Chicago, IL, with two years of industry experience. He has held positions at Equity Services, Inc., National Life Group, and Northern Trust Company. He serves on the Emerging Leaders Board for Bounce Children's Foundation, a nonprofit supporting families with children with disabilities. Equity Services, Inc., doing business 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 utilizes multiple advisory platforms and third-party asset managers, offering a combination of long-term investment strategies and options for shorter-term trading.

Lisa Mullaney is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, holding Series 63, 65, and 66 credentials with eight years of industry experience. Her work history includes roles at Fifth Third Securities, Fifth Third Bank, BNY Mellon, and Bessemer Trust. CIBC Private Wealth Advisors provides investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal investment teams with governance committees to offer customized portfolio management, including discretionary and non-discretionary strategies, financial and estate planning, and coordinated Family Office services.