Robert Cullen is a CFP® professional with 19 years of experience in the financial services industry. He is currently with PNC Wealth Management and has previously worked at Ameriprise, Edward Jones, Citibank, BMO Wealth Management, and Fifth Third Bank. Outside of his advisory role, he is a co-owner of The Bet Exchange LLC, a software development company holding two patents. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that utilizes algorithmically selected risk profiles and invests in mutual funds and ETFs with annual rebalancing.

Mary Teresa Roberto is a financial advisor at Focus Partners Wealth, LLC in Chicago, IL, holding a Series 66 credential with six years of industry experience. She has worked previously at Kovitz Investment Group Partners, Telemus Capital, Sanctuary Advisors, Bank of America, and Merrill. Focus Partners serves individuals, high-net-worth families, family offices, and corporate and institutional clients, offering a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

James Bondar is a financial advisor at Mercer Global Advisors Inc. with 2 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Zacks Investment Management and SheltonCapital Management. Outside of finance, he has experience in the restaurant industry, including roles at Attic Bar and Bistro and JP's Pizza and Grill. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of advisory services including investment management, financial, tax, retirement, and estate planning. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using a variety of strategies and offers educational content and integrated service platforms.

Michael Roberts is a financial advisor at Creative Planning in Oak Brook, IL, holding a Series 65 designation with one year of industry experience. Prior to joining Creative Planning, he worked at Northern Trust and has an academic background from the University of Wisconsin-Madison. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, 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 selective private market exposure and tax-efficient techniques.

Onjada Haggard Richardson is a financial advisor at Citigroup Global Markets with 29 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Citigroup Global Markets since 2007. Richardson serves on the Board of Directors for Mercy Housing Lakefront, an organization that provides affordable housing and social services in Chicago and the greater Chicagoland area. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and security-pricing activities, swap dealing, and futures commission merchant operations.

Samuel Strum is a financial advisor at Eagle Strategies (NY Life) with nine years of industry experience. He holds Series 63 and Series 66 credentials and has worked with New York Life Insurance Company and related entities since 2017. Outside of his advisory role, he is a board member of Cadence Music NFP and the 20s and 30s board at the Marlene Meyerson JCC Manhattan, and he is involved as a partner in Broadway Goes A Cappella, a concert production blending theater and a cappella performances. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types, emphasizing tailored recommendations and fiduciary responsibilities, and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Renate Knippen is a financial advisor with Eagle Strategies (NY Life) in Chicago, IL, holding Series 63 and Series 65 licenses and having three years of industry experience. She has worked with NYLIFE Securities LLC, Evelin Flaherty Freytas, Mastermind Wealth Strategies LLC, and operated Knippen Enterprises Inc. outside of her current role. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, delivering advice through various program types tailored to client objectives.

David Holtkamp is a financial advisor at Sanctuary Advisors, LLC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, N.A. and Merrill Lynch. He serves as Treasurer of his homeowners association, where he manages budgeting and financial reporting. 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 a wide range of investment strategies through a large network of independent adviser representatives, offering both discretionary and non-discretionary account management and utilizing various analytical approaches and third-party platforms.

Jovan Brockett is a financial advisor at Cresset Asset Management, LLC in Chicago, holding a Series 65 designation with one year of industry experience. Prior to joining Cresset in 2026, he spent six years at Emory University and four years at Oglethorpe University. Cresset Asset Management manages approximately $78.9 billion in client assets, serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware investment approach that integrates strategic asset allocation, manager selection, and a mix of active and passive strategies across multiple asset classes, including alternatives.

Mirjana Nikolic is a Series 66-licensed financial advisor at William Blair with 21 years of industry experience. She has been with William Blair & Co since 2008, following prior roles at Citigroup Global Markets and Citicorp Investment Services. 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 multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Chrysanthe Karayannis is a financial advisor with TIAA-CREF in Evanston, IL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with TIAA-CREF since 2015, following seven years at UBS Financial Services and four years at Great Lakes Advisors, LLC. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management through models or customized strategies under a fiduciary standard.

Deborah Frazier is a financial advisor at Hightower Advisors with 37 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at firms including Morgan Stanley Private Bank, RBC Capital Markets, and Merrill. Outside of finance, she was involved with National Junior Tennis@ Learning of Trenton from 2017 to 2019. Hightower Advisors provides investment advisory and planning services to a diverse range of clients including individuals, institutions, pension plans, and charitable organizations. The firm’s approach centers on manager selection and multi-manager solutions, utilizing proprietary research and a variety of investment vehicles across its network of Advisor Practices.

Matthew Horne is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 65 and Series 63 credentials. Prior to joining Citigroup in 2022, he worked at Fifth Third Securities and Fifth Third Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with distinctive market roles, including in-house research and derivatives services.

Kathryn Dillon is a financial advisor at Rockefeller Financial LLC with Series 66 registration and one year of industry experience. Prior to joining Rockefeller, she completed her education at Iowa State University. 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 through a Private Advisor model and a consolidated investment platform.

Xiao Liu is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL, holding a Series 65 credential. Liu has been with CIBC Wood Gundy – CIBC Private Wealth since 2015, totaling 11 years of industry experience. CIBC Private Wealth Advisors serves a broad client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies, offering portfolio management, financial planning, and coordinated Family Office services. The firm’s investment approach includes a combination of proprietary and external strategies, governance by multiple committees, and customized portfolio solutions with options and structured notes.

Arvinder Kochar is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Kestra Advisory and affiliated entities since 2019 and previously worked at GWFS Equities, Inc. from 2010 to 2019. Kochar also serves in a registered field assistant role with IPPFA Benefits, focusing on administration and customer service for plan participants. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional investors, and individuals. The firm offers services such as fiduciary consulting, plan design, investment advice, and employee education, supporting large institutional clients including sovereign wealth funds.

Cole Charles is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, Wells Fargo Clearing, and Northwestern Mutual. Charles also has experience outside finance, including roles at Elmhurst University and in the hospitality industry. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies using both discretionary and non-discretionary programs and is notable for its large institutional scale and specialized market roles.

Justin Draper is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Citigroup since 2017 and previously held roles at J.P. Morgan Securities and JPMorgan Chase Bank NA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and is notable for its large institutional scale and unique market roles, including derivatives and futures services.

Katrina Jones is a financial advisor with Mesirow Financial Investment Management, Inc. in Chicago, IL, holding Series 63 and Series 66 designations and possessing 12 years of industry experience. Her professional background includes roles at Mesirow Financial Inc., Bankers Life Securities, Inc., and TradeStation. Mesirow Financial Investment Management, Inc.’s Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and manages affiliated feeder funds invested in institutional real estate and private equity master funds. The firm serves private individuals, pension and profit-sharing plans, government entities, charitable organizations, and institutional clients, employing a process that includes preparing Investment Policy Statements, setting asset allocations, and utilizing both third-party and proprietary investment strategies.

Benjamin House is a Series 66-credentialed financial advisor with four years of industry experience. He is currently with Empower Advisory Group and has previously worked at Oppenheimer & Co. Inc. Outside of his advisory role, he performs standup comedy monthly at a venue in Chicago. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and select retail brokerage clients. The firm emphasizes integrated services aligned with Empower’s recordkeeping and administration platforms, offering point-in-time financial plans and optional managed account solutions.