Carter Walsh is a financial advisor at Oppenheimer with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Oppenheimer, he worked at Morgan Stanley and SG Capital Management. His background includes roles outside of finance, including positions at Clemson University, Winnetka Park District, and New Trier High School. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of advisory programs with a focus on both discretionary and non-discretionary investment management, including equity, balanced, and fixed-income portfolios.

Michael Bibbiano is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Northern Trust Securities, Northern Trust Bank, and Cetera Advisors. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing functions, supporting a broad investment platform with both discretionary and non-discretionary solutions.

Terry Pasquale is a financial advisor with Valic Financial Advisors in Chicago, IL, holding a Series 66 designation and 18 years of industry experience. He has worked at VALIC Financial Advisors since 2014 and is also associated with Agia and QU Trading. Outside of his advisory work, he holds an IMM membership at the CME Exchange, which he leases as a source of passive income. Valic Financial Advisors primarily serves U.S. individual investors, including high-net-worth and ultra-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 UMA models for portfolio construction.

Gavin Bishop is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential. He has one year of industry experience and previously worked at Auxo Investment Partners. Outside of finance, he has experience in educational and hospitality roles, including seven years at East Grand Rapids Public Schools. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, providing financial planning and portfolio management alongside specialized wealth programs. The firm leverages proprietary and third-party analytics, including AI, and offers a range of fee arrangements and platforms tailored to client objectives.

Hannah Stamps is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2022. Prior to that, she was employed at Tulane University and Target. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management supported by strategic allocation models and manager selections, integrating a range of fee arrangements, platforms, and proprietary research tools.

Brian Dillig is a financial advisor at Hightower Advisors in Chicago, IL, holding a Series 66 designation with 19 years of industry experience. He has been with Hightower Advisors and its affiliated broker-dealer, Hightower Securities, LLC, since 2012. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, including pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm utilizes a multi-manager approach with access to affiliated and third-party managers, offering discretionary and non-discretionary portfolio management along with specialized strategies including alternative investments and custom indexing.

Connor Jones is a financial advisor at Mariner with three years of industry experience. He holds the Series 66 designation and previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Outside of finance, he has experience working in the hospitality and retail sectors. Mariner serves a diverse range of clients, including individuals, pension plans, trusts, charitable organizations, and private funds, offering services such as investment management, financial planning, retirement plan consulting, and tax services. The firm combines in-house research with third-party managers to deliver customized, discretionary portfolios and also provides integrated tax and accounting services along with specialized financial wellness and family office solutions.

Michael Benoit is a CFA® charterholder with 10 years of industry experience. He is currently with Corient, where he has worked since 2022, and previously held positions at Gofen and Glossberg, L.L.C. and Fort Washington Investment Advisors. Corient provides investment advisory and financial planning services to a diverse range of clients, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools to align portfolios with client objectives.

Kevin Doney is a CFP® with 33 years of industry experience, currently serving at Oppenheimer since 2014. Before joining Oppenheimer, he worked at Mesirow Financial Investment Management, Inc. and Mesirow Financial, Inc. from 2001 to 2014. He holds Series 63 and Series 65 licenses and is based in Chicago, IL. Oppenheimer is a registered investment adviser and broker-dealer that serves a broad client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of advisory programs featuring strategic and tactical asset allocation, manager selection, and both discretionary and non-discretionary investment services.

Ernest Talarico III is a financial advisor at Creative Planning with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mesirow Financial for 25 years before joining Creative Planning in 2023. 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 client assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio techniques and comprehensive retirement plan services.

Anastasia Sullivan is a CFP® with 10 years of experience in the financial services industry. She is currently with TIAA-CREF and has previously worked with Strategic Advisers, Inc. and Fidelity Investments. Based in Philadelphia, PA, she holds Series 63 and Series 65 licenses. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services 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 offers a fiduciary standard in its advisory services and manages portfolios through both model-based and customized investment approaches.

Charles Capozzoli is a CFP® professional with 14 years of experience in financial advising, currently with Valic Financial Advisors. His prior work includes roles at Agia, MassMutual Life Insurance Company, and MML Investor Services. Outside of his advisory work, he manages and plays on a men's baseball team in the Chicago North Men's Senior Baseball League. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and wrap programs through a large network of advisors, using discretionary unified managed accounts and model solutions supported by centralized technology.

Warren Mcguire is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has worked at Kestra since 2018 and was previously with AXA Advisors. Mcguire serves as a director at SBSI, Inc., where he helps build new business and serve clients. Kestra Advisory Services provides investment advisory and retirement plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm manages approximately $79.8 billion in assets and serves a range of clients including large institutional investors and sovereign wealth funds.

Michalis Kritikos is a financial advisor at Schwab Wealth Advisory with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including TD Ameritrade, Charles Schwab & Co., and Allstate. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, utilizing asset allocation models and research tools tailored to individual goals and risk tolerance. The firm emphasizes client authorization for trades and offers separately managed accounts overseen by third-party or affiliated money managers.

Cory Eagerman is a financial advisor at Creative Planning with five years of industry experience. He holds Series 66 and Series 65 licenses and previously worked at Iron Financial, Morningstar Financial, and Merrill. 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, supplemented by direct indexing, tax-loss harvesting, and selective private market exposure.

Auddie Cousins is a Series 66-registered advisor at Schwab Wealth Advisory with one year of industry experience. Prior to joining Schwab, Cousins worked at Fidelity Investments and held roles in various other industries including health science and hospitality. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on proprietary asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Michael Margolis is a financial advisor with TIAA-CREF in Chicago, Illinois, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. His prior work includes positions at Morgan Stanley, Harrisdirect LLC, E*TRADE Securities LLC, TD Ameritrade, and Merrill. Margolis holds a 1% stake and the title of CFO in a family enterprise related to a patented multi-use cup holder, though he is not actively involved in the business. TIAA-CREF Individual & Institutional Services, LLC offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing ties to TIAA retirement plans, as well as trusts, estates, and corporate entities. The firm provides distinct planning and ongoing management services, including customized portfolio management, and acts as adviser to the TIAA Donor Advised Fund.

John Dewald is a financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. He holds a Series 66 designation and has previously worked at The AYCO Company, L.P./Mercer Allied, Wayne Hummer Investments LLC, and Axa Advisors, LLC. Dewald is based in Deerfield, Illinois. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management supported by strategic allocation models and access to specialized programs such as Private Family Office services and Alternative Investments.

Usha Lettman is a financial advisor at Citigroup Global Markets with 23 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Bank of America, Merrill, Fifth Third Securities, and U.S. Bancorp Investments. She 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 execution and custody services. The firm combines large institutional scale with specialized market roles, implementing multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

Gzim Mehmeti is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Citigroup Global Markets since 2007. Outside of his advisory role, he is the managing partner of DNM Holdings LLC, a commercial real estate venture based in Chicago. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique market roles, including swap dealer and futures commission merchant activities.