Benjamin House is a Series 66-credentialed financial advisor with four years of industry experience. He is currently with Empower Advisory Group and has previously worked at Oppenheimer & Co. Inc. Outside of his advisory role, he performs standup comedy monthly at a venue in Chicago. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and select retail brokerage clients. The firm emphasizes integrated services aligned with Empower’s recordkeeping and administration platforms, offering point-in-time financial plans and optional managed account solutions.

James Corrigan is a financial advisor at Sanctuary Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. Outside of financial services, he has ownership interests in a fitness center and a wellness business offering on-site self-care services. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations through a large network of independent advisers. The firm offers a range of portfolio management options and financial planning services, operating with a fiduciary standard under written advisory agreements.

Eileen Polese is a CFP® with 12 years of experience in financial advising. She is currently with Hightower Advisors, where she has worked since 2021. Her prior roles include positions at Alexandria Capital and Aspire Advisors, LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individual and institutional investors such as pension plans, charitable organizations, trusts, and corporations. The firm’s approach centers on manager selection and multi-manager solutions, offering a range of portfolio management and financial planning services through a network of advisor practices.

Jorge Salazar is a financial advisor at Cerity Partners LLC in Chicago, IL, holding the CFP® and Series 65 designations with seven years of industry experience. He has worked at Cerity Partners since 2018 and previously spent one year at Northern Trust Company. He also has four years of experience at Loyola University Chicago. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Avery Bross is a financial advisor at Cerity Partners LLC based in Chicago, IL. He holds a Series 65 designation and has one year of industry experience. Prior to joining Cerity Partners, he held academic positions at Colgate University and Kansai Gaidai University and taught at The Latin School of Chicago. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm offers portfolio management, financial planning, retirement consulting, tax planning, insurance placement, and access to alternative and private-market investments.

Nicholas Bianchi is a financial advisor at Focus Partners Wealth, LLC with one year of experience in the industry. He holds a Series 65 credential and has prior work experience at Dell Technologies, the University of Texas, and Savio Catholic High School. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, emphasizing long-term, tax- and fee-sensitive portfolio construction that combines active and passive strategies within an enhanced open architecture framework.

Krishna Phanindra Vege is a financial advisor at Rockefeller Financial LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Credit Suisse Securities (USA) LLC, Bank of America, N.A., Merrill, and Rockefeller Capital Management. Outside of his advisory role, he serves as a consultant for Preserve Life, conducting research in the health and wellness industry. 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 operates a Private Advisor model with a consolidated investment platform offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services, including placement and investment banking.

Brandi Lockhart is a financial advisor with CIBC Private Wealth Advisors, Inc. in Chicago, holding a Series 65 designation and having joined the firm in 2010. She has worked across different divisions within CIBC, including CIBC Imperial Service and CIBC Wood Gundy, accumulating over a decade of industry experience. CIBC Private Wealth Advisors serves a diverse client base including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines a comprehensive investment process involving internal teams, committees, and both proprietary and external strategies to deliver customized portfolio management and wealth advisory services.

John Linehan is a financial advisor at Oppenheimer with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2017, following roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Prudential Equity Group, LLC. He has served on the advisory board of Leo High School since 1998. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs and advisory services including discretionary and non-discretionary portfolio management, financial planning, and consulting.

Carter Walsh is a financial advisor with Oppenheimer in Chicago, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to joining Oppenheimer, he worked at Morgan Stanley and SG Capital Management. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of investment and consulting services, including discretionary and non-discretionary portfolio management and retirement planning.

Michael Bibbiano is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Northern Trust Securities, Cetera Advisors, and Megent Financial. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with internal oversight and manages both discretionary and non-discretionary programs, combining large institutional scale with unique market roles.

Terry Pasquale is a financial advisor with Valic Financial Advisors in Chicago, IL, holding a Series 66 designation and 18 years of industry experience. He has worked at VALIC Financial Advisors since 2014 and is also associated with Agia and QU Trading. Outside of his advisory work, he holds an IMM membership at the CME Exchange, which he leases as a source of passive income. Valic Financial Advisors primarily serves U.S. 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, and brokerage services, utilizing Envestnet UMA models for portfolio construction.

Hannah Stamps is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2022. Prior to that, she was employed at Tulane University and Target. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management supported by strategic allocation models and manager selections, integrating a range of fee arrangements, platforms, and proprietary research tools.

Brian Dillig is a financial advisor at Hightower Advisors in Chicago, IL, holding a Series 66 designation with 19 years of industry experience. He has been with Hightower Advisors and its affiliated broker-dealer, Hightower Securities, LLC, since 2012. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, including pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm utilizes a multi-manager approach with access to affiliated and third-party managers, offering discretionary and non-discretionary portfolio management along with specialized strategies including alternative investments and custom indexing.

Connor Jones is a financial advisor at Mariner with three years of industry experience. He holds the Series 66 designation and previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Outside of finance, he has experience working in the hospitality and retail sectors. Mariner serves a diverse range of clients, including individuals, pension plans, trusts, charitable organizations, and private funds, offering services such as investment management, financial planning, retirement plan consulting, and tax services. The firm combines in-house research with third-party managers to deliver customized, discretionary portfolios and also provides integrated tax and accounting services along with specialized financial wellness and family office solutions.

Michael Benoit is a CFA® charterholder with 10 years of industry experience. He is currently with Corient, where he has worked since 2022, and previously held positions at Gofen and Glossberg, L.L.C. and Fort Washington Investment Advisors. Corient provides investment advisory and financial planning services to a diverse range of clients, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools to align portfolios with client objectives.

Kevin Doney is a CFP® with 33 years of industry experience, currently serving at Oppenheimer since 2014. Before joining Oppenheimer, he worked at Mesirow Financial Investment Management, Inc. and Mesirow Financial, Inc. from 2001 to 2014. He holds Series 63 and Series 65 licenses and is based in Chicago, IL. Oppenheimer is a registered investment adviser and broker-dealer that serves a broad client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of advisory programs featuring strategic and tactical asset allocation, manager selection, and both discretionary and non-discretionary investment services.

Ernest Talarico III is a financial advisor at Creative Planning with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mesirow Financial for 25 years before joining Creative Planning in 2023. 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 client assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio techniques and comprehensive retirement plan services.

Anastasia Sullivan is a CFP® with 10 years of experience in the financial services industry. She is currently with TIAA-CREF and has previously worked with Strategic Advisers, Inc. and Fidelity Investments. Based in Philadelphia, PA, she holds Series 63 and Series 65 licenses. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers a fiduciary standard in its advisory services and manages portfolios through both model-based and customized investment approaches.

Charles Capozzoli is a CFP®-designated financial advisor with Valic Financial Advisors in Chicago, IL, bringing 14 years of industry experience. He has worked at Valic Financial Advisors since 2013 and is currently also affiliated with Agia. Outside of his advisory role, he manages and plays for a men's baseball team in the Chicago North Men's Senior Baseball League. Valic Financial Advisors primarily serves U.S.-domiciled 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.