David Harrison is a CFP® professional with 35 years of experience in the financial services industry. He is currently with NewEdge Advisors and has held roles at North Star Investment Services, Mid Atlantic Capital Corporation, Mid Atlantic Financial Management, and Wells Fargo Clearing. Outside of advisory work, he serves as president of Wealth Capital Partners, a financial activity business, and also of a fixed annuities and life insurance company. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, retirement plans, corporations, and nonprofit entities through a network of independent representatives. The firm offers a variety of portfolio management and consulting services and employs multiple program structures supported by centralized due diligence and advanced technology tools.

Carmen Cheung is a financial advisor at Citigroup Global Markets in Chicago, IL, holding Series 63 and Series 65 licenses with six years of industry experience. She has been with Citigroup since 2015. Outside of her advisory role, she works as a wedding emcee on an event basis. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

Alisa Ciccone is a financial advisor at William Blair with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with William Blair & Company L.L.C. since 1999. 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 active, research-driven management across multiple asset classes and offers proprietary models and access to private funds and co-investment opportunities.

Kathryn Novak is a financial advisor at William Blair with two years of industry experience. She holds a Series 66 license and has worked at William Blair since 2024. Prior to entering the financial industry, she spent four years at Bucknell University and four years at Mattawan High School. 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 various asset classes and offers proprietary models and access to private funds through its MB Investments Program.

Abraham Jimenez is a financial advisor at Cerity Partners LLC in Chicago, holding a Series 66 designation with four years of industry experience. Prior to joining Cerity Partners, he worked at The Vanguard Group. Cerity Partners serves a broad range of clients including individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and employs an investment framework focused on client-specific profiles, asset allocation, and access to alternative and private market solutions.

Didier Thierry is a financial advisor with Hightower Advisors in Chicago, IL, holding a Series 66 designation and with six years of industry experience. Prior to joining HighTower Securities, LLC in 2019, he worked in the hospitality sector with Windy City Hospitality and Hospitality One Group from 2016 to 2019. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and diversified investment options such as mutual funds, ETFs, and alternative investments.

Andrew Mclean is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2019, following prior roles at The Ayco Company, L.P./Mercer Allied and CMT Asset Management. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios while providing tailored solutions such as Executive Wealth and Private Family Office support.

Jacqueline Moss is a CFA® charterholder with 25 years of industry experience. She has been with William Blair & Company since 2014. 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 an active, research-driven approach across multiple asset classes and provides proprietary models and access to private funds through its integrated platform.

Jeremy Knobel is a financial advisor with Guardian Life and holds the CFP® and ChFC® designations. He has 25 years of industry experience, including long-term tenure with Guardian Life and business ownership through JSK Financial Services LLC. Knobel is also co-trustee of the Seth Knobel Revocable Trust. Park Avenue Securities LLC, where Knobel practices, is a subsidiary of Guardian Life providing brokerage and investment advisory services to individuals, high-net-worth clients, retirement plan sponsors, and organizations. The firm offers a range of financial planning and investment solutions combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

Melissa Wiss is a financial advisor at Creative Planning with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Lockton Investment Advisors, Lockton Financial Advisors, and Lockton Companies. Wiss is based in Chicago, IL. 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, buy-and-hold strategies, and supplemental tactics such as direct indexing and tax-loss harvesting.

Mikela Ryan is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Deerfield, IL, and has two years of industry experience. Her background includes roles at Goldman Sachs since 2023, as well as experience with JT Fitness MKE LLC, The Lowlands Restaurant Group, and Marquette University’s Office of Risk Management and Law School. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individuals, executives, plan sponsors, and institutional clients, offering tailored investment strategies supported by the firm’s extensive research and operational capabilities across the Goldman Sachs network.

Matthew Alcorn is a financial advisor at TIAA-CREF with Series 66 and Series 63 licenses and 25 years of industry experience. His prior work includes positions at BMO Capital Markets Corp., B. Riley Securities, Inc., TradeStation Securities, Inc., and Yilmaz Advisors. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as to trusts, estates, and small retirement plans. The firm provides both point-in-time planning and ongoing portfolio management through model and customized strategies, and it acts as adviser to a donor-advised fund.

Patricia Luken is a financial advisor at Valic Financial Advisors with eight years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Barclays Bank plc. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that serves primarily U.S. individuals, including high net worth clients, as well as employer-sponsored retirement participants. The firm uses a technology-driven approach, offering discretionary unified managed accounts and financial planning through a large network of advisors.

Cary Margolis is a financial advisor at Bankers Life Advisory Services, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Western International Securities, Inc. and National Planning Corporation. Margolis is based in Chicago, IL. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create customized portfolios aligned with clients’ goals and risk tolerances.

Mariam Blanco Paz is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Her work history includes roles at Goldman Sachs, Satori Energy, Bundlar, CME Group, and several positions at Lake Forest College. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models and research from various internal groups and affiliates, offering a wide array of service platforms and tools tailored to client objectives.

Ross Ferrier is a financial advisor with CIBC Private Wealth Advisors, Inc. based in Chicago, IL. He holds a Series 65 designation and has 27 years of industry experience, having worked with CIBC Wood Gundy and CIBC Private Wealth since 1999. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base including individuals, families, trusts, and investment companies. The firm combines internal investment teams, relationship managers, and governance committees to deliver customized portfolios, utilizing both proprietary and external strategies, with notable specialization in managing assets for investment company clients.

Brian Marshall is a financial advisor at William Blair with 32 years of industry experience. He has been with William Blair & Company L.L.C. since 1994 and holds Series 63 and Series 65 designations. 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 multiple asset classes and offers proprietary models and access to private funds through its MB Investments Program.

Kenny Garcia is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2019, following a three-year tenure at Wells Fargo Bank, N.A. Based in Chicago, IL, Garcia currently serves clients through Citigroup’s enterprise platform. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides specialized solutions for high-net-worth and ultra-high-net-worth clients.

Olivia Postweiler is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Ostrow Reisin Berk & Abrams and DePaul University. Additionally, she has worked in various other sectors, including the Park Ridge Park District and Bear & The Butcher. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning and portfolio management alongside specialized services such as Private Family Office and Executive Wealth programs. The firm employs strategic and tactical allocation models supported by proprietary research and provides clients access to a broad suite of affiliated financial products and platforms.

Jeffrey Graff is a financial advisor with Eagle Strategies (NY Life) based in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Graff Financial Group since 2015 and Oakwell Financial Partners from 2017 to 2019. Outside of his advisory work, he volunteers as a youth football coach in Orland Park. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advisory solutions through various program types, with a significant portion of assets managed on a non-discretionary basis.