Christopher Prince is a CFP® and Series 66 credentialed financial advisor with 11 years of industry experience. He has been with Oppenheimer in Chicago, IL, since 2014. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment and retirement services, managing portfolios through strategic asset allocation and regular reviews while maintaining custody of client assets as a qualified custodian.

Stephen Wathen is a financial advisor at Cresset Asset Management, LLC with 23 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Cresset in 2020, he was with PagnatoKarp Partners, LLC from 2016 to 2020. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware investment approach that combines strategic asset allocation, manager selection, and both active and passive strategies across multiple asset classes.

Nicholas Dunckle is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked at ESS Fenton Group, LLC, Sunamerica Capital Services, Inc., and AIG Retirement Advisors. Outside of advisory work, he is a limited partner in a private storage unit business and owns land planned for partial residential use and resale. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed models and operating at a large scale with over 1,200 advisors.

Nicolette Kulach is a Series 66-licensed financial advisor at Mesirow Financial Investment Management, Inc. with three years of industry experience. Her career includes roles at Mesirow Wealth Management and The Mather Group. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to private individuals, pension and profit-sharing plans, government entities, charitable organizations, and other institutional clients. The firm applies quantitative and qualitative due diligence across multiple asset classes and offers proprietary private investment products alongside access to third-party managers.

Mark Chuirazzi is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2022. Prior to his current role, he has held positions at Penn State University, Pittsburgh National Golf Club, Treesdale Community Center, and North Allegheny School District. 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 operates with a combination of large institutional scale and specialized market roles.

Matthew Parenti is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2020. Prior to joining Hightower, he worked at Private Vista, LLC and Kestra Financial Services, Inc. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes multi-manager solutions through affiliated and third-party managers, incorporating proprietary research and varied investment vehicles, including mutual funds, ETFs, and alternative investments.

Pierce Ernst is a financial advisor with Valic Financial Advisors and holds the Series 66 designation. He has four years of industry experience, including prior roles at Fidelity Investments and LPL Enterprise LLC. Ernst is based in Chicago, IL. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning services through a large network of advisors and utilizes Envestnet’s platform for unified managed accounts with tax-aware and ESG overlay options.

Daniel Lippold is a CFP® professional with 28 years of industry experience, currently serving at First Command Advisory Services since 2015. He has also been affiliated with First Command Insurance Services and First Command Financial Planning since 2011. Daniel is based in Darien, IL. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and various wrap-fee asset management programs, utilizing model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Andrew Blessman is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Creative Planning since 2019. Prior to joining Creative Planning, he worked at Sebold Capital Management from 2015 to 2019. He holds the Series 66 designation and is based in Oak Brook, Illinois. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm emphasizes a financial planning–led investment process with low-cost indexing and buy-and-hold strategies, complemented by supplemental approaches such as direct indexing and tax-loss harvesting, supported by a broad team and centralized investment infrastructure.

Mark Hughes is a financial advisor with Principal Financial Services in Downers Grove, IL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience, including roles at Hughes Financial since 2000 and positions at Principal Life Insurance Company and Principal Securities INC dating back to the late 1980s. In addition to advisory services, he is involved in selling and servicing fixed life, fixed annuities, and health insurance products through an outside insurance business. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, businesses, and active-duty military personnel overseas. The firm offers financial planning, retirement consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Christopher Crull is a CFP® with 22 years of experience in the financial industry, currently serving as an advisor at Fifth Third Securities, Inc. since 2004. He is based in Orland Park, IL, and holds Series 63 and Series 65 licenses. Fifth Third Securities, Inc. serves a diverse client base including individual high-net-worth clients and institutional investors such as corporations, trusts, and retirement accounts. The firm offers investment advisory and brokerage services through multiple programs and third-party portfolio managers, including the Passageway Managed Account Program.

Iran Harvell is a financial advisor at Hightower Advisors with four years of industry experience. He holds the Series 66 designation and previously worked at Merrill for ten years before joining Hightower in 2023. Hightower Advisors provides investment advisory and planning services to a diverse client base including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers along with proprietary research and a range of investment vehicles.

Trent Thorbahn is a financial advisor at CIBC Private Wealth Advisors, Inc. with 15 years of industry experience. He holds a Series 65 designation and has worked at firms including Lbmz Securities and Zacks Investment Management. CIBC Private Wealth Advisors serves a broad client base including individuals, families, trusts, and investment companies, offering portfolio management, financial planning, and coordinated Family Office services. The firm’s investment approach combines internal teams and external managers to build customized portfolios and managed account programs, with notable scale and involvement in investment company clients.

Chad Mast is a Certified Financial Planner® with 14 years of industry experience, currently affiliated with Private Advisor Group, LLC since 2018. He previously worked with Independent Financial Partners and has maintained his own firm, Harvest Financial Planning LLC, since 2012. Mast also serves as a notary and is involved in tax preparation and consulting through Harvest Tax & Consulting, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement plan consulting. The firm provides access to both proprietary and third-party managed account solutions, implementing fiduciary-based advice through a combination of technology platforms and external strategists.

Andrew Peck is a Series 66-licensed financial advisor with Valic Financial Advisors in Chicago, IL, where he has worked since 2025. He has one year of industry experience and previously worked at Busey Wealth Management. Outside of advisory services, Peck is appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors, Inc. 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 unified managed accounts utilizing Envestnet’s platform and third-party model managers, supported by a large network of over 1,200 advisors.

Noah Turner is a financial advisor at Mesirow Financial Investment Management, Inc. He holds a Series 66 designation and has been in the industry since 2023. Prior to his current role, he worked at Cedar Street Asset Management LLC and has experience in educational settings including Richard Montgomery High School and Julius West Middle School. He has also been involved with the Bretton Woods Recreation Center. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to private individuals, pension and profit-sharing plans, government entities, charitable organizations, and institutional clients. The firm employs a detailed investment process that includes preparing Investment Policy Statements, setting asset allocation targets, and conducting due diligence across a broad range of asset classes, utilizing both third-party sub-advisors and proprietary investment products.

Thomas Drennan is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has also worked with World Financial Group since 2002. In addition to his advisory work, he is involved in the sale of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses. The firm employs a model portfolio and third-party manager approach to investment advisory services, supported by a large advisor network and multiple program platforms.

Henry Holmes is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds the Series 66 and Series 63 designations. His prior experience includes seven years at Dimensional Fund Advisors and shorter tenures at Oppenheimer & Co. and Incapital. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm emphasizes multi-asset, multi-manager strategies and operates with large institutional scale alongside unique market roles, including in-house research and security-pricing activities.

Noah Nardone is a financial advisor at William Blair with three years of industry experience. He holds a Series 66 designation and has worked at William Blair since 2017, with additional experience at Granite Telecommunications and PCS Research Group. 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 multiple asset classes and provides access to proprietary models and private investment opportunities.

Colby Brothers is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including J.P. Morgan Investment Management Inc. and JPM Distribution Services, Inc. He is based in Chicago, IL. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering a range of investment and placement services through an integrated advisory platform.