Lewis Affetto is a Series 66-credentialed financial advisor with 16 years of industry experience, currently serving at Kestra Advisory since 2021. His prior experience includes roles at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc, spanning over a decade. Outside of his advisory work, he is a partner in an accounting firm, Bernard A. Affetto & Co., and serves on the board of FRA NOI, a nonprofit organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers comprehensive services such as fiduciary consulting, plan design, and investment advice, supporting a wide range of client needs with multiple management platforms and third-party solutions.

Stephanie Feldman is a financial advisor with Mesirow Financial Investment Management, Inc. in Chicago, IL, holding Series 63 and Series 66 credentials and having 14 years of industry experience. She has been with Mesirow Financial since 2013. Outside of her advisory role, she serves as co-treasurer for the parent organization of Solomon Schechter Day School, a nonprofit private elementary school. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to private individuals, institutional clients, and government entities. The firm employs a comprehensive investment approach that includes setting asset allocation targets, due diligence across various asset classes, and offering access to proprietary private investment products and affiliated feeder funds.

Matthew Clark is a financial advisor at Janney Montgomery Scott in Chicago, IL, with 15 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Janney Montgomery Scott in 2025, he worked at Bank of America, Merrill, and J.P. Morgan in various roles spanning from 2011 to 2025. Clark also serves as an associate board member for the Daniel Murphy Scholarship Foundation, reviewing applications for prospective students. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Kevin Brock is a financial advisor with William Blair in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with William Blair & Co., L.L.C. since 2002 and previously worked at Donaldson, Lufkin & Jenrette Securities Corporation beginning in 1993. William Blair’s Private Wealth Management division serves individuals, including high-net-worth clients, as well as foundations, pension plans, and corporations. The firm employs an active, research-driven investment approach across multiple asset classes and offers proprietary models, third-party sub-advisers, and access to private funds through its MB Investments Program.

John Schriver IV is a CFA® charterholder and holds a Series 66 license, with seven years of industry experience. He has been with Cresset Asset Management, LLC since 2018 and previously worked at BMO Private Bank for 16 years. He serves on the investment committee of Christ Church of Oakbrook, advising on investment strategy and allocation. Cresset Asset Management, LLC manages approximately $71.9 billion in client assets for a diverse range of clients, including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach combining active and passive strategies, with a structured due-diligence program and a range of services including portfolio management, wealth planning, private fund advisory, and family office services.

David Snyder is a Series 65 licensed financial advisor with Corient in Chicago, IL, and has six years of industry experience. Prior to joining Corient in 2026, he worked for Vivaldi Capital Management LLC for ten years. Outside of finance, he is a financial backer and partner in CityWide SuperSlow, a fitness training business in Chicago. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm uses a goals-based, team investment approach that integrates internal strategies with third-party managers and employs risk management tools and alternative investments as appropriate.

Christopher Sullivan is a CFP® professional with four years of experience at Corient in Chicago, IL. His prior work history includes time at Bowling Green State University. Corient provides investment advisory and financial planning services to a diverse client base, utilizing a goals-based team investment approach that integrates in-house strategies with third-party managers. The firm offers specialized services through affiliates and employs risk management tools and continuous portfolio monitoring.

Jacob Cohen is a financial advisor at Creative Planning with a Series 66 designation and four years of industry experience. He previously worked at Hergenroeder Financial Advisors and LPL Financial and has experience outside finance, including a role at Towson Tavern. 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 process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various specialized portfolio management techniques.

Jack Bertke is a financial advisor with Oppenheimer, holding a Series 66 designation. He began his advisory career at Oppenheimer in 2026 after completing his studies at Michigan State University. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of investment programs and advisory services across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management.

Jacquelyn Coleman is a financial advisor at Schwab Wealth Advisory with 17 years of industry experience. She holds Series 63 and Series 65 credentials. Prior to joining Schwab Wealth Advisory, she worked at Northwestern Mutual Investment Management and several other firms. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm uses Charles Schwab & Co.’s asset-allocation models and research tools, offering tailored recommendations reviewed at least annually.

Kevin Trinidad is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His prior experience includes roles at Mutual of Omaha, Prudential, and Wealthpoint360, where he is also an owner and insurance broker. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and businesses. The firm uses a combination of model portfolios, mutual funds, ETFs, and individual securities, and offers a range of asset management and consulting services supported by multiple program platforms and third-party technology.

Victor Salvador is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Victory Brokerage Services and the National Association of Registered Social Security Analysts. Outside of advisory work, he is involved in financial education, teaching literacy classes through the Heartland Institute of Financial Education, and participates in event organization for regional teams. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Lev Aviv Shuber is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and nine years of industry experience. He has been with CitiBank since 2012, accumulating a total of 14 years in the firm. 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 and combines large institutional scale with unique market roles, including research, security pricing, and derivatives services.

Kate Elisha is a financial advisor at William Blair with five years of industry experience. She holds a Series 66 designation and has been with William Blair since 2019, following two years working at Trifecta Grill and four years in full-time education. 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 emphasizes active, research-driven management across multiple asset classes and provides proprietary models, third-party sub-advisers, and access to private funds through its MB Investments Program.

Ariella Masters is a financial advisor at Cerity Partners LLC in Chicago, IL, holding a Series 65 credential with three years of industry experience. She previously worked at RITA Corporation for six years before joining Cerity Partners in 2023. Cerity Partners advises a diverse client base including high-net-worth individuals, families, institutions, and business entities, managing approximately $166.2 billion in client assets as of the end of 2025. The firm employs a client-specific investment approach that integrates proprietary quantitative screening and direct security selection, offering customized wealth management services and access to alternative and private market solutions.

Walter Parenti is a ChFC® with 39 years of industry experience, currently serving at Equity Services, Inc. since 1986. He has worked with National Life of Vermont since 1987. Outside of his advisory role, he is a part-owner of commercial and mixed-use real estate with his family. Equity Services, Inc., operating 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 combines primarily long-term investment strategies with options for shorter-term trading and specialized instruments.

Dean Turner Jr. is a CFP®-credentialed financial advisor with 14 years of industry experience. He is currently with Rockefeller Financial LLC, where he has been since 2025. His prior experience includes ten years at Bank of America, N.A. and Merrill, as well as two years at UBS Financial Services. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations, offering both discretionary and non-discretionary portfolio management along with financial planning and consulting. The firm operates a unique integrated platform that includes broker-dealer services, placement of alternative investments, and a range of personalized portfolio solutions.

Ryan Keenan is a financial advisor with Citigroup Global Markets Inc. He holds Series 63 and Series 66 registrations and has 10 years of industry experience. Prior to joining Citigroup in 2025, he worked for JP Morgan Securities, LLC and JP Morgan Chase Bank from 2017 to 2025, and also had a role at Stevee Mengyan in 2016. 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 employs internal standards and oversight committees to select and monitor managers, while also maintaining in-house research and engaging in market roles such as swap dealing and futures commission merchant activities.

Robert Bockel is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior roles include positions at OneDigital Investment Advisors, Triad Advisors, Hornor, Townsend & Kent, and Penn Mutual Life Insurance Company. Bockel is involved with several financial strategy and wealth management activities, including leadership roles at BXY Financial Network and OneDigital as well as advisory services at Pinnacle Planning Group. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a broad client base, including individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm employs a variety of investment strategies and offers access to alternative investments and donor-advised funds, leveraging platform relationships and affiliated managers to deliver and monitor its services.

Kristen Mcnamara is a financial advisor at Citigroup Global Markets with 11 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Citigroup in 2023, she worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC for 11 years. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles and arrangements.