Kyle Deal is a CFP® professional with seven years of industry experience. He currently works at Focus Partners Wealth, LLC and has previously been employed at Kovitz Investment Group Partners, Telemus Capital, and Huber Financial Advisors. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis, third-party managers, and multiple asset strategies across both discretionary and nondiscretionary accounts.

Debra Willson is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. She previously worked for Morgan Stanley Smith Barney LLC for 15 years before joining Rockefeller Financial in 2024. 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 a range of portfolio management and financial planning services through a Private Advisor model and a consolidated investment platform, combining broker-dealer operations with trust, insurance, and asset management capabilities.

Blake Green is a financial advisor at Cresset Asset Management, LLC with eight years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and HighTower Securities, LLC. Outside of his advisory role, he is also an Independent Insurance Agent. Cresset Asset Management is a multi-disciplinary investment adviser managing 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 approach across a range of asset classes and leverages third-party managers and advanced tools such as artificial intelligence for research and analysis.

Lu Ling Li is a financial advisor with Transamerica Financial Advisors in Chicago, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her prior roles include positions at BGSLK Management, LLC, Ling Finance LLC, and Flexible Benefit Service Corporation. She is also involved in part-time sales of insurance and non-insurance products through Ling Finance LLC. Transamerica Financial Advisors serves a broad client base, including individual investors, retirement plans, trusts, and businesses, utilizing a variety of advisory programs and model portfolios managed by third-party firms.

John Vitt is a ChFC®-designated financial advisor with 44 years of industry experience, currently serving at Equity Services, Inc. since 1981. He also has longstanding ties with NATL Life Insurance Co dating back to 1975. Outside of his advisory work, he is managing partner of an export/import business focused on the Democratic Republic of Congo and serves as a director of the Western Golf Association. Equity Services, Inc. offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm employs multiple advisory platforms, often leveraging third-party asset managers and combines long-term strategies with options for shorter-term trading.

Scott Carnow is a financial advisor at William Blair with 30 years of industry experience. He has been with William Blair & Company L.L.C. since 1995. He holds Series 63 and Series 65 designations. 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 an active, research-driven approach across equities, fixed income, and alternative strategies, offering proprietary models and access to private funds and co-investment opportunities.

Kyle Griffith is a CFP® with eight years of industry experience, currently advising at Creative Planning since 2022. His prior experience includes roles at Wipfli Financial Advisors and The Mather Group. He is based in Chicago, IL. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, complemented by tax-loss harvesting, private market exposure, and use of sub-advisors for retirement plans.

Marcello Paolella is a financial advisor with Empower Advisory Group in Chicago, IL, holding Series 63 and Series 66 licenses and two years of industry experience. His prior experience includes roles at Morgan Stanley and E*TRADE Securities LLC. Before entering the financial sector, he worked with Envision Mobile Imaging LLC and Inspire Medical Billing, Inc. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its advisory services closely with Empower’s recordkeeping and administrative platforms.

Anastasios Manolis is a financial advisor with Focus Partners Wealth, LLC, holding a Series 65 designation and based in Chicago, IL. He has worked in the financial industry since 2019, including roles at Northern Trust Corporation and Kovitz Investment Group Partners, LLC. He also has experience in academic and restaurant environments early in his career. Focus Partners Wealth serves a wide range of clients including individuals, high-net-worth families, corporate and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, and offers services such as investment management, financial counseling, family office solutions, and retirement plan fiduciary services.

Eric Stone is a Series 66-credentialed financial advisor with nine years of industry experience. He has been with Citigroup Global Markets since 2017 and previously worked at JMB Insurance for two years. He is based in Chicago, IL. 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 and combines large institutional scale with unique market roles and arrangements.

Jennifer Morreale is a financial advisor at Mesirow Financial Investment Management, Inc. with 23 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services, Quantum Private Wealth, LLC, and Purshe Kaplan Sterling Investments, Inc. since 2013. Mesirow Financial Investment Management, Inc. 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 utilizes both third-party managers and proprietary private investment products, employing a disciplined investment process that includes Investment Policy Statements, asset allocation, and due diligence across various asset classes.

Wilfrido Hernandez is a financial advisor with William Blair in Chicago, holding a Series 66 designation and six years of industry experience. Prior to joining William Blair in 2018, he worked at Hyatt Hotels Co from 2014 to 2018. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, and institutional clients. The firm employs active, research-driven management across multiple asset classes and offers proprietary model portfolios, private funds, and co-investment opportunities.

Hari Nair is a Series 66-licensed financial advisor with 19 years of industry experience, currently with Schwab Wealth Advisory. His prior experience includes roles at J.P. Morgan Securities and extensive tenure at Charles Schwab and Charles Schwab Bank. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, investment recommendations, and wealth management education. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standard asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Katherine Fox is a financial advisor at TIAA-CREF with 18 years of industry experience. She holds Series 63 and Series 65 designations and has been with TIAA-CREF since 2013. Fox serves as a board member for the Admiral at the Lake Foundation, a continuing care retirement community in Chicago. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans. The firm combines point-in-time financial planning with ongoing portfolio management and serves as adviser to a donor-advised fund within a vertically integrated investment structure.

Brian Kittle Jr. is a financial advisor at William Blair with 18 years of industry experience. He holds the Series 65 and Series 63 designations and has worked at William Blair since 2008. 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 an active, research-driven approach across multiple asset classes and offers proprietary models and access to private funds and co-investment opportunities.

Irvin Cartagena Jr. is a CFP® professional with 18 years of industry experience. He is currently with Schwab Wealth Advisory, where he has worked since 2022. Prior to this, he held roles at JPMorgan Chase Bank NA and JPMorgan Securities LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations. The firm operates within the Schwab ecosystem, utilizing standard asset allocation models and research tools, while clients retain final trading decisions.

Michael Lord is a CFP® with eight years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL. His prior roles include positions at JP Morgan Securities, LLC, JP Morgan Chase Bank NA, and CardX. CIBC Private Wealth Advisors provides 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’s investment approach integrates internal teams and committees to create customized portfolios using proprietary and external strategies, and it manages a notably high asset base per advisor compared to peers.

Michael Pinckney is a financial advisor at Cresset Asset Management, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at BNY Mellon Wealth Management for seven years. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach combining active and passive strategies, supported by a structured due-diligence program and access to multiple affiliated entities offering specialized advisory and private fund services.

Courtney Mygatt is a financial advisor at Oppenheimer with 32 years of industry experience. She has been with Oppenheimer since 2007 and holds Series 63 and Series 65 designations. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a broad range of advisory and brokerage services. The firm employs strategic and tactical asset allocation, manager selection, and various investment strategies, with accounts reviewed periodically and cash balances managed through its Advantage Bank Deposit Program.

Wyatt Allen is a financial advisor at Cerity Partners LLC based in Chicago, IL. He holds a Series 65 designation and has one year of industry experience, including prior work at Morgan Stanley. He has also been involved with the Manursing Island Club and completed his education at the University of Wisconsin - Madison. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.