Caitlin Dahl is a financial advisor at Rockefeller Financial LLC with nine years of industry experience. She holds the Series 63 and Series 66 licenses and has worked previously at Morgan Stanley, RBC Capital Markets, and The Huntington Investment Company. 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 services, operating as both a registered investment adviser and broker-dealer with a consolidated investment platform that includes discretionary and non-discretionary solutions across various asset classes.

Jennifer Vinovich is a financial advisor at Equity Services, Inc. with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including National Life Group and Truewealth Advising Group. Outside of her advisory work, she is involved in community activities such as facilitating youth golf camps through Birdie Time Golf, LLC, and serving as a board member for the Fellowship of Christian Athletes and local homeowners associations. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes third-party asset managers and model portfolios, combining long-term investment strategies with options for shorter-term trading.

Steven Hollon is a Certified Financial Planner® (CFP®) with six years of industry experience. He is currently with Corient and has previously worked at Balasa Dinverno Foltz LLC and Crowe LLP. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. 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.

Geralyn Sullivan is a financial advisor with William Blair, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has been with William Blair & Company L.L.C. since 1988. 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 equities, fixed income, and alternative strategies, and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Candace Vondra is a CFA® charterholder with 23 years of industry experience, currently serving at William Blair since 2006. She holds the Series 63 designation and is based in Des Plaines, IL. 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, third-party sub-advisers, and access to private funds and co-investment opportunities.

La Shaunda Idleburg is a Series 66 credentialed financial advisor with over six years of experience, currently with Rockefeller Financial LLC. She previously worked at Merrill and held roles at the University of Missouri and the Gaines/Oldham Black Culture Center. 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, operating uniquely as both an investment advisor and a registered broker-dealer with capabilities in placement and investment banking.

Elizabeth Chandler is a financial advisor at William Blair with one year of industry experience. She holds the Series 66 designation. Prior to joining William Blair, she worked at Deloitte and Wake Forest University. 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 access to proprietary models, third-party sub-managers, and private investment opportunities.

Jon Seabrook is a financial advisor with CIBC Private Wealth Advisors, Inc., holding a Series 65 designation and based in Chicago, IL. He has worked at CIBC Wood Gundy – CIBC Private Wealth since 2001 and has been with Merrill Lynch Canada Inc. since 1993. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a collaborative investment process involving internal teams and committees to create customized portfolios and managed account programs, offering a range of strategies including options hedges and structured notes.

Martin Brown is a CFA® charterholder with 19 years of industry experience, currently serving as an advisor at CIBC Private Wealth Advisors, Inc. in Chicago, where he has worked since 2018. His prior roles include positions at AT Investment Advisers Inc. and Geneva Investment Management of Chicago. Outside of his advisory work, Brown is a managing member of School of Fish LLC, which operates an aquatics center. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers a range of services such as portfolio management, financial and estate planning, and coordinated Family Office services, employing an investment process that integrates internal teams with external managers and specialized strategies.

Sarah Madison is a CFP® with six years of industry experience, currently serving at Rockefeller Financial LLC since 2021. Prior to this, she was with Whitnell & Co. from 2009 to 2021. 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 as a registered broker-dealer and offers a range of portfolio management, financial planning, and consulting services, organizing client relationships through a Private Advisor model and a consolidated investment platform.

Dimant Patel is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Cresset Asset Management, LLC since 2022. Prior to joining Cresset, he held positions at Bank of America Private Bank and Kforce Inc. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a risk-aware approach that combines strategic asset allocation, active and passive management, and the use of third-party managers and advanced research tools such as artificial intelligence and machine learning.

Anthony Pecora is a CFP® professional with two years of experience at CIBC Private Wealth Advisors, Inc. He has been affiliated with CIBC Private Wealth and CIBC National Trust Company since 2005, totaling 21 years with the enterprise. CIBC Private Wealth Advisors offers investment advisory and wealth management services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal investment teams with governance committees to deliver customized portfolios and managed account programs, notable for its scale and involvement with investment company clients.

Michael Schneider is a financial advisor with Hightower Advisors in Chicago, holding a Series 66 designation and 13 years of industry experience. He has been with Hightower Securities and Hightower Advisors since 2012. Hightower Advisors provides investment advisory and planning services to a wide range of clients, including individuals, institutions, pension plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions, offering access to both affiliated and third-party managers, with investment options that include mutual funds, ETFs, alternative investments, and custom indexing.

Henry Nagel is a financial advisor at Oppenheimer in Chicago, IL, holding a Series 66 designation with one year of industry experience. His work history includes roles at Equity Lifestyle Properties, Monroe Capital, and Digital Design Corporation. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers various advisory programs across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary approaches.

Ester Viti is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and having 23 years of industry experience. She previously worked at Equity Services, Inc. from 2007 to 2016. Viti serves on the College of Lake County Foundation Board. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary and model-based management, financial planning, and access to proprietary and third-party advisory solutions.

Danny Kyle is a financial advisor at Oppenheimer with 39 years of industry experience. He has worked at Oppenheimer since 2003 and previously at CIBC World Markets Corp. for one year. His professional credentials include Series 63 and Series 66 licenses. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Kyra Meach is a financial advisor at Hightower Advisors with three years of industry experience. She holds the Series 66 designation and previously worked at Robert W Baird Co. Inc. and Googins Advisors Inc. Prior to her financial career, she was involved in various roles including work at the University of Wisconsin and Coldpsoons Gelato. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a comprehensive suite of portfolio management and financial planning services.

Michael Peloquin is a CFP® with nine years of industry experience, currently serving as a financial advisor at Oppenheimer since 2017. Prior to joining Oppenheimer, he worked at Apple Inc. for three years. He is a co-trustee of his wife’s personal trust and a trustee of his own family trust, both established for estate planning purposes. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a wide range of advisory programs with both discretionary and non-discretionary services, managing diverse portfolios through strategic asset allocation, manager selection, and regular reviews.

Kristin Donnelley is a CFP® professional with two years of industry experience, currently affiliated with Hightower Advisors in Chicago, IL. She has worked with The Lerner Group for four years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm integrates proprietary research and employs a combination of affiliated and third-party managers across various investment vehicles.

Mark Rodgers is a financial advisor with Concurrent Investment Advisors, LLC based in Chicago, IL, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His work history includes roles at Purshe Kaplan Sterling Investments, BMR Retirement Group, and Raymond James Financial Services, among others. Outside of his advisory work, Rodgers is a 50% owner of Drai's 1512 LLC, which owns the office property leased to BMR Retirement Group. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios using ETFs, mutual funds, and other securities, supported by extensive due diligence, strategic asset allocation, and a range of operational tools and third-party services.