Tyler Saam is a financial advisor at Creative Planning with a Series 65 designation and four years of industry experience. He previously worked at Alight Solutions for 16 years and had brief roles at Lockton Investment Advisors and Lockton Companies. Outside of his advisory work, he is a shareholder in Saam Oil Company, Inc., a family-owned business. Creative Planning serves a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans, providing portfolio management, financial planning, fiduciary services, and access to private market investments. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and integrated investment infrastructure.

Michael Mccabe is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2020. He previously worked at RPC Private Wealth, Private Vista LLC, and Retirement Programs Co., where he continues as a pension consultant and part owner. Outside of his advisory roles, he has managerial responsibilities at MCW Management, LLC, and is involved in life insurance sales through Allianz Insurance. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management and consulting services.

Kyle Deal is a CFP® professional with seven years of experience in the financial advisory industry. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Telemus Capital, and Huber Financial Advisors. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients, offering wealth management, financial planning, and retirement plan consulting. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside alternative tools such as trend-following and options overlay strategies.

Debra Willson is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. She previously worked for Morgan Stanley Smith Barney LLC for 15 years before joining Rockefeller Financial in 2024. 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 a range of portfolio management and financial planning services through a Private Advisor model and a consolidated investment platform, combining broker-dealer operations with trust, insurance, and asset management capabilities.

Lu Ling Li is a financial advisor with Transamerica Financial Advisors in Chicago, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her prior roles include positions at BGSLK Management, LLC, Ling Finance LLC, and Flexible Benefit Service Corporation. She is also involved in part-time sales of insurance and non-insurance products through Ling Finance LLC. Transamerica Financial Advisors serves a broad client base, including individual investors, retirement plans, trusts, and businesses, utilizing a variety of advisory programs and model portfolios managed by third-party firms.

Scott Carnow is a financial advisor at William Blair with 30 years of industry experience. He has been with William Blair & Company L.L.C. since 1995. He 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 equities, fixed income, and alternative strategies, offering proprietary models and access to private funds and co-investment opportunities.

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.

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.

Brian Kittle Jr. is a financial advisor at William Blair with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with William Blair since 2008. 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 across multiple asset classes and provides access to proprietary models and private 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® professional with eight years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL. His prior roles include positions at JP Morgan Securities and CardX. 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 combines internal investment expertise with customized portfolio solutions and provides access to a range of strategies, including options hedges and structured notes, distinguishing itself by its scale and involvement with investment company clients.

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.

Dan Milosevic is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 credential and having one year of industry experience. Prior to his financial services career, he worked in delivery and logistics roles and currently manages BearKeepers LLC, a logistics service provider. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage, financial planning, retirement consulting, and advisory programs.

George Hurley is a CFP® with eight years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at Northern Trust Securities, JP Morgan Securities, JPMorgan Chase Bank, and Wells Fargo Clearing Services. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Wyatt Allen 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, including prior work at Morgan Stanley. He has also been involved with the Manursing Island Club and completed his education at the University of Wisconsin - Madison. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Ian Bannon is a financial advisor at Oppenheimer with Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at J.P. Morgan Securities, The Prudential Insurance Company of America, and RJO Futures. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a range of advisory programs that include strategic and tactical asset allocation, manager selection, and retirement consulting. The firm administers both discretionary and non-discretionary accounts and holds custody of client assets as a qualified custodian.