Tung Duong is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds Series 63 and Series 66 designations and has been employed at Citibank, N.A. since 2006. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, providing discretionary and non-discretionary solutions along with specialized market roles such as swap dealing and futures commission merchant services.

Merrick Robison is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience and has worked with both Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he operates a non-investment-related business called Merrick R - Rover Services. Park Avenue® Wealth Management, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs including discretionary and non-discretionary options.

Jordan Warners is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. Prior to joining Moneta, he worked at Northwestern Mutual in various capacities from 2020 to 2024. Outside of his advisory role, Warners is a 50% owner of Ulu Coffee LLC, a coffee farm and brand, and he teaches a general business class for entrepreneurs through the Good Food Accelerator in Chicago. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients with a range of portfolio management and family office services. The firm employs partner-led teams supported by a centralized investment department and offers diversified, multi-asset investment strategies alongside specialized services for uncommon institutional clients.

Kyle Dempsey is a financial advisor at William Blair with two years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs & Co for five years, as well as at FCI Advisors and Mariner Holdings. 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 investment approach across equities, fixed income, and alternative strategies, providing proprietary model portfolios and access to private funds and co-investment opportunities.

Mary Anderson is a financial advisor with Focus Partners Wealth, LLC and holds a Series 66 designation. She has 19 years of industry experience, including roles at Kovitz Investment Group Partners, LLC, Kovitz Securities, LLC, and Foreside Financial Services, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a comprehensive 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 within an enhanced open architecture framework.

Bradley Hills is a CFP® and Series 65-licensed advisor at EP Wealth Advisors with one year of industry experience. His prior roles include positions at Rappaport Reiches Capital Management and several financial firms, as well as involvement with the National Literacy Trust. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm utilizes a combination of fundamental, technical, and cyclical analysis to construct customized model portfolios and provides additional services such as tax preparation and estate-document preparation for qualifying clients.

Robyn Hulfeld is a financial advisor with William Blair in Chicago, holding Series 63 and Series 65 licenses. She has 18 years of industry experience and has been with William Blair since 2010. 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 various asset classes and provides proprietary model portfolios along with access to private funds and co-investment opportunities.

Geno Manov is a financial advisor at Fifth Third Securities, Inc. based in Chicago, IL, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2017, also working with Fifth Third Bank since 2010. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers various managed account programs via the Passageway platform, providing access to multiple portfolio strategies and third-party managers.

Jay Weyers is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) based in Chicago, IL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 30 years of industry experience and has been with Weyers McKeever Financial Partners and Equity Services since 2015. Outside of his advisory work, he serves as a board member for a nonprofit organization, Pioneer Center for Human Services, and participates in church endowment fund committees. Equity Services, Inc. provides financial planning, consulting, and asset management 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 strategies with options for shorter-term trading and specialized instruments.

Gary McMahon is a financial advisor at Equity Services, Inc. with 17 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. His prior roles include positions at MetLife Securities Inc., Mass Mutual Investors Services, and National Life. 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 strategies with options for shorter-term trading and specialized instruments.

Andrew Novak is a CFP® with 10 years of industry experience currently with Focus Partners Wealth, LLC. He has previously worked at Kovitz Investment Group Partners, LLC, Mesirow Financial, Inc., Balasa Dinverno Foltz LLC, and Edward Jones. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients by providing wealth management, financial and tax planning, family office and business management, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Bailey Nankin is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2018. Prior to joining Citigroup, he was affiliated with the University of Michigan. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains substantial in-house research and market roles, supporting complex, large-scale client needs.

Peter Kupferberg is a financial advisor at Corient with 29 years of industry experience. He holds a Series 65 designation and has worked at Corient and its related entities since 2022, following a 26-year tenure at Gofen and Glossberg, L.L.C. He is based in Chicago, IL. Corient provides investment advisory and financial planning services to a diverse client base including individuals, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that incorporates both in-house strategies and third-party solutions, with an emphasis on ongoing portfolio monitoring and risk management.

Aaron Heltsley is a financial advisor at Mesirow Financial Investment Management, Inc. with eight years of industry experience. He holds a Series 66 designation and previously worked at IRON Financial for six years. He is a founding investor in In-Game Action LLC, a sports media app focused on enhancing fan engagement through live game statistics and visualizations. Mesirow Financial Investment Management provides discretionary and non-discretionary investment management and financial planning services to individuals, institutional clients, and government entities. The firm uses a combination of quantitative and qualitative due diligence across various asset classes and offers access to proprietary private investment products alongside third-party managers.

Jared Kirschenbaum is a financial advisor at Mesirow Financial Investment Management, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Oppenheimer & Co. and Stifel Financial. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including private individuals, pension plans, government entities, and charitable organizations. The firm employs a disciplined approach that includes preparing Investment Policy Statements, setting asset allocation targets, and utilizing both third-party managers and proprietary investment products.

Moises Flores is a financial advisor at Empower Advisory Group with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWFS Equities, Inc. since 2013. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to selected IRA and retail brokerage account holders. The firm utilizes an integrated model aligned with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Patrick Maher is a Series 66-licensed financial advisor with Valic Financial Advisors in Chicago, IL, bringing one year of industry experience. Prior to joining Valic, he held various roles within Chicago Public Schools and serves as an agent for non-securities insurance products with Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Eric Walania is a CFA® charterholder with 27 years of industry experience. He has been with William Blair And Company, L.L.C. since 2004. He holds a Series 63 designation and is based in Western Springs, IL. William Blair’s Private Wealth Management division provides 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 offers proprietary models as well as access to private funds and co-investment opportunities.

Amy Macal is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Creative Planning. Her prior experience includes 15 years at Fifth Third Bank and a brief tenure at Wipfli Financial Advisors. She is based in Naperville, IL. 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 approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and integrated investment infrastructure.

Benjamin Weyers is a CFA® charterholder and holds the Series 63 designation, with 13 years of industry experience. He has worked at William Blair since 2019 and previously spent seven years at Credit Suisse Securities (USA) LLC. He is based in Chicago, IL. 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 various asset classes and provides proprietary model portfolios, third-party sub-advisory options, and access to private funds through its MB Investments Program.