Julie Byrnes is a financial advisor at Rockefeller Financial LLC with 19 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Merrill. Byrnes is based in Chicago, IL. 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 combines a Private Advisor model with an integrated investment platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to alternative investment solutions, alongside registered broker-dealer services.

Nicole Hultin is a financial advisor with Capital Group Private Client Services, Inc., holding a Series 65 designation and 15 years of industry experience. She has been with Capital Group since 2011. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, using a multi-manager approach that emphasizes fundamental research and long-term investment horizons. The firm implements client portfolios through separately managed accounts, mutual funds, ETFs, and access to private-equity and alternative funds.

David Ricciardelli is a financial advisor with CIBC Private Wealth Advisors, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with seven years at CIBC and three years at Macquarie Capital Markets. He has two years of industry experience. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team with governance committees to deliver customized portfolios and manages approximately $67.8 billion in assets with about 175 advisors.

Jose Almanza is a financial advisor with Empower Advisory Group in Berwyn, IL, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked at GWFS Equities, Inc. since 2021 and previously at MML Distributors, LLC and Massachusetts Mutual Life Insurance Company from 2016 to 2021. Outside of his advisory role, he serves as Chief Operations Officer for Lakeshore Financial Network, a business specializing in tax preparation, and works as a loan originator for ILoan Home Mortgage. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors, their participants, and retail brokerage clients. The firm uses an integrated model linked to Empower’s administrative platforms, offering point-in-time financial plans and managed account solutions focused on long-term portfolio returns and annual rebalancing.

Scott Edmiston is a CFA® charterholder and Series 63 licensee based in Chicago, IL, with one year of industry experience. He has been with Eagle Strategies (NY Life) since 2026 and previously held roles at NYLIFE Securities LLC and New York Life Insurance Company starting in 2024, following 21 years at Aon plc. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs tailored to client objectives and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Mary Jo Hayes is a financial advisor at Mesirow Financial Investment Management, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 34 years of industry experience. She has been with Mesirow since 2011 and previously worked at Chicago Investment Group, LLC. Mesirow Financial Investment Management, Inc.’s Wealth Management division offers investment management and financial planning services to a range of clients, including individuals, pension plans, government entities, and charitable organizations. The firm uses both proprietary and third-party investments and emphasizes a disciplined approach with Investment Policy Statements, asset allocation, and due diligence across various asset classes.

Kenneth Pollard is a CFA® charterholder with 25 years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. since 2012. He holds Series 63 and Series 65 licenses and is based in Chicago, IL. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse clientele, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team with various committees to deliver customized portfolio management and coordinated Family Office services, managing approximately $67.8 billion in assets with 175 advisors.

Jennifer Thurswell is a financial advisor with Schwab Wealth Advisory in Chicago, IL. She holds a Series 65 designation and has industry experience beginning in 2025. Her prior work includes five years at Harrison, LLP, one year at Katten Muchin Rosenman, LLP, and three years at Reed Smith LLP. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm uses Charles Schwab & Co.’s asset-allocation models and internal research tools, with client authorization required for trades.

Nelson Summary is a financial advisor at Cerity Partners LLC based in Chicago, IL. He holds a Series 65 designation and has three years of industry experience, including prior roles at GeoWealth and the University of Wisconsin–Madison. Cerity Partners advises a diverse client base, including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services with an investment framework centered on client-specific profiles, proprietary quantitative screening, and access to alternative and private market solutions for qualified clients.

Jeffrey Rezza is a financial advisor with Capital Group Private Client Services, Inc. He holds Series 63 and Series 65 licenses and has 28 years of experience in the industry. Prior to joining Capital Group in 2026, he worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. for 15 years and UBS Financial Services for three years. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, offering access to separately managed accounts, mutual funds, ETFs, and alternative strategy funds. The firm employs a multi-manager approach based on fundamental research and a long-term investment horizon.

Daniel Iannessa is a financial advisor at William Blair in Chicago, IL, holding Series 63 and Series 66 registrations with 21 years of industry experience. He has been with William Blair & Company since 2005. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients. The firm employs an active, research-driven investment approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private fund opportunities.

Rawan Elshair is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She has been with Citigroup since 2012 and holds Series 63 and Series 66 designations. Outside of her advisory work, she is involved as an owner and manager of eLZee LLC, a real estate and retail sales business in coordination with her family, and is a member of ZHKICKS LLC, an e-commerce retail company. 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 and maintains significant institutional roles including in-house research and futures commission merchant activities.

Lauren Kurz is a CFA® charterholder based in Chicago, IL, with four years of industry experience. She has been with William Blair since 2021 and previously worked at HomeMaking and William Harris Investors, Inc. William Blair’s Private Wealth Management division provides discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm pursues active, research-driven management across multiple asset classes and offers proprietary models and access to private funds through its MB Investments Program.

Daniel Levin is a financial advisor at Hightower Advisors with four years of industry experience. He holds a Series 66 designation and has previously worked at William Blair, Elm Street Technology, and Charles Schwab. Levin is based in Chicago, IL. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering solutions that include discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager strategies, utilizing both affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

Roger Lofquist III is a financial advisor at Oppenheimer with one year of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial and Specialty Underwriters LLC. His background also includes roles outside finance, such as at Ascott Pools, Inc. and The Prairie School. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Hector Anaya is a financial advisor with Valic Financial Advisors in Chicago, IL, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at Valic Financial Advisors since 2015 and has held an agent position at Agia since 2022, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Jordan Scher is an investment advisor at Mesirow Financial Investment Management, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has worked at Mesirow Financial, Inc. since 1997. 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 utilizes both third-party managers and proprietary private investment products, applying quantitative and qualitative due diligence across a range of asset classes and offering access to specialized strategies and private investment funds.

John Talanges is a Series 65-licensed financial advisor at Corient in Chicago, IL, with experience at UBS and Corient spanning from 2024 to the present. Prior to his advisory roles, he spent four years at Fordham University and has additional experience at Loyola Academy and St. Mary’s Grade School. 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 employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and incorporates risk management tools and alternatives to align portfolios with client objectives.

Gloria Russell is a financial advisor at Transamerica Retirement Advisors, LLC in Chicago, IL, holding Series 66 and Series 63 licenses with 29 years of industry experience. Her prior work includes roles at JP Morgan Securities, London Realty, and Nationwide Investment Advisors. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering advice programs that emphasize asset allocation, contribution rates, and retirement age guidance. The firm’s investment approach incorporates proprietary model portfolios and ongoing oversight through Morningstar Investment Management and delivers services primarily on a non-discretionary basis.

Lorraine Hutchinson is a CFP®-certified financial advisor with 29 years of industry experience. She has worked at Hightower Advisors since 2022 and previously spent 27 years with Wayne Hummer Investments L.L.C. in Chicago, IL. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes multi-manager portfolio solutions and proprietary research, serving clients such as pension plans, charitable organizations, and private pooled investment vehicles.