Craig Abraham is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cresset Asset Management and J.P. Morgan Securities. Based in Chicago, IL, he joined Citigroup in 2024. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs through both discretionary and non-discretionary approaches. The firm combines large institutional scale with unique market roles, including in-house research and futures services.

Peter Willis is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and four years of industry experience. He joined Rockefeller Financial in 2022 after a brief period at Rockefeller Capital Management. Willis is based in Chicago, IL. Rockefeller Financial LLC serves 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, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Ana Ulicevic is a financial advisor at Creative Planning with 15 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Creative Planning since 2022. Prior to that, she was associated with Lockton Investment Advisors, Lockton Companies, and Lockton Financial Advisors from 2011 to 2022. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth and ultra-affluent individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by targeted active strategies and offers a range of institutional and private market investment options.

Kevin Koehler is a CFA® charterholder currently with Cerity Partners LLC in Chicago, IL, where he has worked since 2025. He has two years of industry experience, including previous roles at Whittier Trust, Miracle Mile Advisors, LLC, and Nuveen. Cerity Partners advises a diverse client base ranging from individuals and families to institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services and employs a client-specific investment framework that combines quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.

Michael Moleski is a CFP® professional with 22 years of industry experience, currently serving at Creative Planning since 2012. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Moleski manages a family farm business. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans, managing approximately $217 billion in assets. The firm emphasizes a financial planning-led investment approach with low-cost indexing and offers a range of supplemental strategies and integrated retirement plan services.

Savannah Neal is a financial advisor at Rockefeller Financial LLC with two years of industry experience. She holds the Series 66 designation and has previously worked at Merrill and Rockefeller Capital Management. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations, offering portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer providing a consolidated investment platform and a range of discretionary and non-discretionary solutions across multiple asset classes.

Whitney Hoban is a financial advisor at William Blair with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining William Blair, Whitney worked at Goldman Sachs and has also held teaching positions at Trinity College and New Trier High School. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, and corporate clients. The firm pursues active, research-driven management across multiple asset classes and provides access to proprietary model portfolios, third-party sub-managers, and private investment opportunities.

Patrick Dunton is a CFP® professional with 11 years of industry experience. He is currently with Cresset Asset Management, LLC, where he has worked since 2018. Prior to joining Cresset, he spent five years at JPMorgan Chase Bank NA. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse range of clients. The firm emphasizes diversified, asset-allocation-driven portfolio construction tailored to individual objectives and risk profiles, employing both active and passive strategies alongside third-party managers.

John Harrington is a CFP® professional with three years of industry experience, currently serving as an advisor at Corient. He previously worked at Segall Bryant & Hamill for seven years before joining Corient. 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 and stress testing to align portfolio exposures with client objectives.

Daniel Tomas is a CFP® and ChFC® with 33 years of industry experience. He has been with Valic Financial Advisors since 2008 and also has affiliations with Agia and his own advisory practice dating back to 2007. Outside of his advisory work, Tomas serves as treasurer for the Northern Illinois Al Anon District 03 Fellowship and umpires youth baseball games in local communities. Valic Financial Advisors primarily serves U.S.-based 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.

Basel Alwawi is a financial advisor at Sanctuary Advisors, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Morgan Stanley, and other firms. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports independent advisors who develop their own investment strategies and offers a variety of portfolio management options, including discretionary and non-discretionary accounts, utilizing multiple analytical approaches and third-party managed account platforms.

Susan Penno is a financial advisor at Cetera Planning Partners with three years of industry experience. She holds the PFS™ designation and previously worked at Avantax Planning Partners. In addition to her advisory role, she owns Sassetti, LLC, a tax and accounting firm where she provides tax compliance and planning services. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, financial planning, Social Security optimization, and retirement advice. The firm’s approach features diversified allocations aligned with client objectives, supported by ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers.

Nancy Findeisen is a financial advisor at Oppenheimer with 20 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at B. Riley Wealth Advisors and B. Riley Wealth Management. Oppenheimer is a registered investment adviser and broker-dealer that serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Hilary Gellings is a financial advisor at Citigroup Global Markets with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citigroup and its Global Markets division since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains institutional-scale operations, including in-house research and derivatives services.

Ann Marie Trepkowski is a financial advisor with Hightower Advisors, holding a Series 65 designation and based in Chicago, IL. She has nine years of prior experience at Mercer and five years at BGRS. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering portfolio management, financial planning, and retirement consulting. The firm’s advisory model focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Matteo Vitale is a financial advisor at Equity Services, Inc. with two years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at several firms including National Life Group and Mutual of Omaha Investor Services. Outside of his advisory role, Vitale is involved in nonprofit activities as a volunteer presenter for Credit Abuse Resistance Education (C.A.R.E.) and serves on the Emerging Leaders Board for the Bounce Children’s Foundation. Equity Services, Inc., operating 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 offers multiple advisory platforms, utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Quinn Martin is a CFP® with eight years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC since 2026. His prior roles include positions at Kovitz Investment Group Partners, Relative Value Partners, and Raymond James Financial Services. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Benito Ibarra Jr. is a financial advisor at Mariner with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including New York Life Insurance Co, Northwestern Mutual, Centaur Financial LLC, and Christopher Financial Group, LLC. He serves as a board member of the Medical Organization of Latino Advancement, a nonprofit association supporting Hispanic/Latino health professionals. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, implementing customized, discretionary portfolios supported by in-house research and third-party managers.

Wendy Kohl is a financial advisor at Concurrent Investment Advisors, LLC with 13 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Raymond James Financial Services and BMR Retirement. In addition to her advisory roles, she has been involved with The Bear Champ Inc. for 10 years. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by affiliated sub-advisers and platform integrations.

Frank Bugaris is a financial advisor with Fifth Third Securities, Inc. in Chicago, IL, holding a Series 66 designation and seven years of industry experience. His prior experience includes roles at LPL Financial, Wintrust Bank, The Huntington Investment Company, Edward Jones, and CareerLightning. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering multiple program types via its Passageway Managed Account Platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides access to advisor-directed mutual fund and ETF models, separately managed accounts, tax-overlay services, and direct indexing options.