William Parker is a financial advisor at CIBC Private Wealth Advisors, Inc. with seven years of industry experience. He previously worked at Fiducient Advisors LLC for 12 years before joining CIBC Private Wealth Advisors in 2024. He holds Series 63 and Series 65 licenses. CIBC Private Wealth Advisors offers 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 featuring internal teams and committees to create customized portfolios using both proprietary and external strategies, distinguishing itself through its scale and involvement with investment company clientele.

Ruth Uress is a CFP® professional with 17 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2026. Her prior roles include positions at Kovitz Investment Group Partners, Relative Value Partners, Brownson, Rehmus & Foxworth, and Kowitz Investment Group. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Simon Manoyan is a CFP®-certified financial advisor with 16 years of industry experience, currently affiliated with Schwab Wealth Advisory, Inc. in Chicago, IL. His prior roles include positions at Charles Schwab & Co., INC, CliftonLarsonAllen Wealth Advisors, LLC, and BKD Wealth Advisors, LLC. He serves on the board of his condominium association, participating in community governance and lifestyle improvement efforts. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, utilizing standardized asset-allocation models and internal research tools. The firm emphasizes client authorization for trade execution and typically recommends separately managed accounts managed by third-party or affiliated money managers.

James Escobar is a CFP® professional with 13 years of industry experience, currently serving at Corient in Chicago, IL. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, CNA, United Airlines, and Geneva Advisors at CIBC World Markets Corporation. 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 utilizes a goals-based, team investment approach with a combination of in-house strategies, third-party managers, and risk management tools, and offers specialized capabilities through affiliated private funds and trust services.

G. Nolan is a financial advisor with Equity Services, Inc. in Chicago, IL, holding the ChFC® and Series 63 designations. He has 42 years of industry experience and has been with Equity Services and National Life Insurance Co. since 1984. Nolan is also an insurance agent active in selling life, disability, and health insurance through Lakeshore Financial Group and as an independent contractor under his own name. Additionally, he has served as a board member and officer for the Chicago Metro Chapter of the Illinois CPA Society. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a wide range of clients including individuals, corporations, trusts, estates, and charitable organizations. The firm combines long-term investment strategies with multiple advisory platforms and employs both discretionary and non-discretionary management approaches.

Amy Cramer is a financial advisor with Corient in Chicago, holding Series 65 and Series 66 licenses and bringing six years of industry experience. She has been with Corient and its related entities since 2016 and previously worked at Merrill, UBS Financial Services, Concourse Financial Group Securities, and Morgan Stanley. Corient provides investment advisory and financial planning services to a diverse range of clients including individuals, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach incorporating in-house strategies and third-party managers, along with risk management tools and alternative investment options.

Cole Douglas is a financial advisor at Corient based in Chicago, IL, holding a Series 65 designation with four years of industry experience. His prior work includes roles at Mercer, Balasa Dinverno Foltz LLC, and David Vaughan Investments. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and incorporates risk management tools and alternative investments where appropriate.

Robert Basile is a CFP® with 8 years of industry experience, currently serving at Mariner Wealth Advisors since 2021. He previously worked at Fifth Third Private Bank for nine years and The AYCO Company, L.P./Mercer Allied for seventeen years. Mariner Wealth Advisors serves individuals, pension plans, trusts, charitable organizations, corporations, and private funds with investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm combines customized portfolio management with integrated tax, accounting, and financial wellness services.

Lance Sherry is a CFP® with five years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, LLC, Fifth Third Private Bank, and Bank of America Private Bank. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a variety of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within a long-term, tax- and fee-sensitive framework and includes access to affiliated private funds and legacy strategies from acquired advisers.

Byron Ramult is a CFP® professional with 24 years of experience in the financial services industry. He is currently an advisor at Stratos Wealth Partners, Ltd., having previously worked at LPL Financial, Wealth Enhancement Group, and National Life Group among other firms. His career includes roles at various financial institutions focusing on investment advisory services. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise investment adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients through an open-architecture investment platform and customized portfolio management.

Jesus Perez is a financial advisor at Citigroup Global Markets in Chicago, IL, holding Series 63 and Series 66 licenses with 13 years of industry experience. He has worked at CITI Private Advisory, LLC and Citigroup Global Markets since 2021, following positions at Northern Trust Bank and Northern Trust Securities from 2018 to 2021, and JP Morgan Securities LLC and JP Morgan Chase Bank between 2012 and 2018. 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 through discretionary and non-discretionary programs, supported by internal standards and oversight committees, and combines large institutional scale with unique market roles and commercial arrangements.

Ramesh Poola is a CFA charterholder and financial advisor at Creative Planning with two years of industry experience. He previously worked at IRON Financial, LLC for eleven years before joining Creative Planning in 2021. 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 assets and employs a financial planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and supplemental tactics such as direct indexing and tax-loss harvesting.

Brett Thelander is a financial advisor at Rockefeller Financial LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill since 1994. 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 and a consolidated investment platform, offering discretionary and non-discretionary portfolio management, financial planning, consulting, and broker-dealer services including securities transactions, variable insurance products, and investment banking.

Wesley Barnes is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Mariner since 2025. He previously worked at Hightower Advisors and Hightower Securities, LLC from 2008 to 2022 and served in the United States Marine Corps Reserves from 2011 to 2017. Outside of his advisory role, Barnes is involved in managing a group of doughnut franchise locations and serves on the board of United Way Northwest Indiana. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through comprehensive investment management, financial planning, and retirement consulting. The firm emphasizes discretionary, customized portfolios overseen by an Investment Committee, integrating in-house research with third-party managers, and offers distinctive tax, accounting, and administrative CFO services.

Maria Burger is a financial advisor with First Command Advisory Services in Oak Brook, IL, holding a Series 66 designation and eight years of industry experience. She has been affiliated with First Command and related entities since 2017 and is the business owner of MVB Financial Services, LLC. Burger also serves as president and board member of the West Point Society of Chicago, a nonprofit supporting the United States Military Academy, admissions, and alumni. Additionally, she provides consulting services to chemical and manufacturing companies through the Gerson Lehrman Group. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers, using a disciplined manager selection process and established platforms for portfolio administration and custody.

Alexander Kapusta is a Series 65-licensed advisor with Mariner, bringing four years of industry experience. His prior roles include positions at Horizon Wealth Management and Kam's, as well as work with Butterfield Country Club and the United States Soccer Federation. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations through investment management, financial planning, and retirement consulting. The firm combines in-house research with third-party manager access and offers integrated tax, family office, and financial wellness services alongside traditional portfolio management.

Xavier Kon Lopez is a financial advisor with Fifth Third Securities, Inc. based in Olympia Fields, IL. He holds a Series 66 designation and has five years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and use of National Financial Services and Fidelity platforms.

James Hamman is a financial advisor with William Blair, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with William Blair & Company L.L.C. since 1997. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients. The firm emphasizes active, research-driven management across multiple asset classes and provides proprietary models and access to private funds through its MB Investments Program.

Jennifer Heid is a financial advisor at First Command Advisory Services with 16 years of industry experience. She holds Series 63 and Series 66 designations and has been with First Command in various capacities since 2010. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects and manages model portfolios and third-party managers.

Jon Tyson is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL, with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Atlantic Trust Investment Advisors, Gnv Advisors, LLC, and Geneva Investment Management of Chicago, LLC. Tyson has been with CIBC Private Wealth Advisors since 2017. CIBC Private Wealth Advisors provides investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a disciplined investment process involving an internal team, relationship managers, and committees to create customized portfolios, utilizing both proprietary and external strategies, including options hedges and structured notes.