Kimberly Riewerts is a financial advisor at Creative Planning with 20 years of industry experience. She holds the Series 66 designation and has been with Creative Planning since 2014. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by additional approaches such as direct indexing and tax-loss harvesting.

Carter O’Neil is a financial advisor at TIAA-CREF with three years of industry experience. He holds a Series 66 designation and has previously worked at Vanguard Advisers, Inc. and Vanguard Marketing Corporation. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with pre-existing employer retirement plan relationships. The firm offers both point-in-time planning services and ongoing portfolio management through a fiduciary advisory model.

Marta Mycyk is a financial advisor at Mercer Global Advisors Inc. with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Betterment and AssetMark Financial, Inc. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts, offering a range of portfolio management and financial planning services.

Scott Schmidt is a financial advisor with Sanctuary Advisors, LLC in Chicago, IL, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at David A. Noyes & Company, Fifth Third Securities, and Meritus Capital Management. Outside of his advisory role, Schmidt is a partner at a law firm, Schmidt and Lerner, LLC, where he provides legal review and advice on a part-time basis. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a wide range of clients, including individuals, corporations, and charitable organizations, through a network of over 400 independent advisers. The firm supports diverse investment approaches, manages accounts both discretionarily and non-discretionarily, and maintains affiliations with several asset managers and platforms.

Brian Respeliers is a CFA® charterholder with six years of industry experience. He is currently with Citigroup Global Markets in Chicago, having joined in 2026 after eight years at Northern Trust and three years at Legal and General Investment Management America. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Matthew Kelly is a financial advisor at William Blair with 10 years of industry experience. He holds a Series 66 designation and previously worked at Nuveen Investments for two years before joining William Blair in 2018. Outside of his advisory role, he serves as the head lacrosse coach for the varsity team at Mount Carmel High School in Chicago. 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 active, research-driven management across multiple asset classes and offers proprietary models, third-party sub-advisory options, and access to private funds through its MB Investments Program.

Erin Murphy is a financial advisor at Hightower Advisors with one year of industry experience. She holds a Series 65 designation and previously worked at Wintrust Wealth Services for eight years. Outside of finance, she founded and operated Black Cat Yoga, a yoga and wellness studio, where she was involved in teaching classes and managing business operations. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and charitable organizations. The firm utilizes a multi-manager approach with access to affiliated and third-party managers, offering portfolio management, financial planning, and retirement consulting solutions.

Margaret Miller is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 30 years of industry experience. She has worked at firms including Atlantic Trust Investment Advisors, Gnv Advisers, LLC, and Geneva Investment Management of Chicago, LLC. CIBC Private Wealth Advisors serves a broad client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers customized portfolio management, financial and estate planning, and coordinated Family Office services, utilizing a combination of proprietary and external strategies managed through a formal governance structure.

Justin Palett is a financial advisor with Empower Advisory Group in Chicago, IL, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management, Wells Fargo Advisors, and Tiaa. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to certain IRA and retail brokerage clients. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Arlene Searle is a financial advisor at TIAA-CREF with 29 years of industry experience. She holds Series 63 and Series 65 designations and has been with TIAA-CREF since 2012. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm distinguishes between point-in-time financial planning and ongoing discretionary management, providing customizable portfolio management under a fiduciary standard.

Wenli Tan is a financial advisor at Mesirow Financial Investment Management, Inc. with 12 years of industry experience. She holds a Series 66 designation and has been with Mesirow since 2009, also working briefly at Precision Fiduciary Partners LLC. Mesirow Financial Investment Management’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including individuals, pension plans, government entities, and charitable organizations. The firm employs a structured investment process involving Investment Policy Statements, asset allocation, due diligence, and may use third-party sub-advisors alongside proprietary private investment products.

Jessica Carter is a CFP® professional with eight years of industry experience. She has worked at Creative Planning since 2017 and previously held roles at State Farm VP Management Corp. and State Farm Insurance from 2011 to 2017. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in client assets. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of affiliated non-investment businesses including legal, trust, and recordkeeping services.

Andrew D'Aprile is a CFA® charterholder with one year of industry experience. He has worked at Focus Partners Wealth, LLC since 2025 and previously was with InterOcean Capital and Deloitte Tax. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate and institutional clients, providing wealth management, financial and tax planning, and consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies with access to private funds and specialized portfolio management tools.

Austin Park is a financial advisor with Equity Services, Inc. in Chicago, IL, holding a Series 66 credential and 11 years of industry experience. His prior roles include positions at Edward Jones and Pruco Securities, LLC. He is also involved in the sales and servicing of life and fixed annuity products. 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 utilizes multiple advisory platforms and third-party asset managers, combining long-term investment strategies with options for shorter-term trading and specialized instruments.

Reganne Lively is a financial advisor at William Blair with four years of industry experience. She holds a Series 66 designation and has worked at William Blair since 2021. Prior to her current role, she held positions at the University of Wisconsin–Madison and the National Republican Senatorial Committee. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm uses an active, research-driven approach across multiple asset classes and offers proprietary models, third-party sub-advisers, and access to private investment opportunities.

Dante Demarco is a financial advisor at William Blair with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at William Blair & Company since 1999. Outside of his advisory role, he is involved in managing a family-owned restaurant, Trattorin Roma. William Blair’s Private Wealth Management division offers investment management and financial planning services to individuals, foundations, and corporate clients, using active, research-driven strategies across multiple asset classes.

Michael Loizzi III is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2021. He previously worked for Whitnell & Co. from 2005 to 2021. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutions, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating as both an investment adviser and a registered broker-dealer with capabilities in securities transactions, insurance products, and investment banking.

Renee Gagliardo is a CFA® charterholder and holds Series 63 and Series 66 licenses. She has four years of industry experience and has been with William Blair since 2021. Prior to joining William Blair, Renee spent 16 years in full-time education. 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 an active, research-driven management approach across multiple asset classes and provides access to proprietary models, private funds, and co-investment opportunities.

Ashleigh Hamrick is a CFP® with 14 years of experience in the financial industry, currently serving at William Blair. Prior to joining William Blair, she worked at Morgan Stanley Private Bank and Morgan Stanley, as well as Edward Jones. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm emphasizes active, research-driven management across multiple asset classes and provides proprietary models alongside access to private funds and co-investment opportunities.

Michael Sirvinskas is a financial advisor at William Blair with 39 years of industry experience. He has been with William Blair & Company L.L.C. since 1993 and holds Series 63 and Series 65 credentials. 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 an active, research-driven approach across multiple asset classes and provides proprietary models, third-party sub-advisers, and access to private funds through its MB Investments Program.