Kellin Mcgowan is a financial advisor with Citigroup Global Markets in Chicago, holding a Series 66 designation and three years of industry experience. Prior to joining Citigroup, he held roles at CASA and Every Campus a Refuge and worked in various positions at the University of Chicago and other organizations. Citigroup Global Markets serves individual and institutional clients across wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles including in-house research and derivatives services.

Ryan Ross is a financial advisor with Hightower Advisors in Chicago, holding a Series 66 license and 19 years of industry experience. He previously worked for Wayne Hummer Investments for 11 years before joining HighTower Securities, LLC, where he has been since 2018. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting.

Joel Frasor is a financial advisor at TIAA-CREF with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Nuveen Securities, LLC since 2021. Frasor has been with TIAA and TIAA-CREF since 2012. TIAA-CREF Individual & Institutional Services offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with ties to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory model separates one-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund sponsored by Charityvest.

Darryl Stuckey is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and two years of industry experience. His prior work experience includes roles at Citi Bank, JPMorgan Chase & Co., and Xavier University. 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 combines large institutional scale with unique market roles, including in-house research and derivatives services.

Jeffrey Church is a financial advisor at Oppenheimer with 39 years of industry experience. He has been with Oppenheimer since 2003. He holds Series 63 and Series 65 licenses. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs, offering a wide range of investment programs including asset management, consulting, and retirement services. The firm provides both discretionary and non-discretionary portfolio management across equity, balanced, and fixed-income strategies, with a notable portion of assets managed on a non-discretionary basis.

Eliza Simsic is a financial advisor at William Blair with eight years of industry experience. She holds a Series 66 designation and has held previous positions at Northern Trust and Morgan Stanley. 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 models and access to private funds and co-investment opportunities.

Alberta Roberts is a financial advisor at Bankers Life Advisory Services, Inc. in Chicago, IL, with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Bankers Life Advisory Services and related entities since 2014. Roberts also serves as Chief Compliance Officer and Secretary for multiple affiliated firms within the Bankers Life enterprise. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach focuses on customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis to guide portfolio decisions.

Catherine Ward is a financial advisor at Cresset Asset Management, LLC with 18 years of industry experience. She holds a Series 66 designation and has previously worked at RBC Capital Markets and RSM McGladrey Inc. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for individuals, families, trusts, retirement plans, charitable organizations, corporations, and pooled investment vehicles. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence program and a range of advisory and family office services.

Noah Spitz is a financial advisor at Citigroup Global Markets in Chicago, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Robert W Baird and Foote, Cone & Belding, as well as work in the beverage and energy sectors. During his career, he has also been involved with the Wisconsin School of Business and the University of Wisconsin-Madison. Citigroup Global Markets serves individual and institutional clients across various wealth management segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale, including in-house research and roles as a swap dealer and futures commission merchant.

Julie Roman is a CFA® charterholder with four years of industry experience. She is currently with Corient and has previously worked at Gofen and Glossberg, L.L.C. and GCM Grosvenor. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and specialized offerings through affiliates.

Erik Mikrut is a financial advisor at Oppenheimer with a Series 66 designation. He has one year of industry experience and has held prior positions at Zurich North America and Water Watchers Pool Management. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Terrance Mc Bride is a financial advisor at William Blair with a Series 66 designation and one year of industry experience. His prior roles include positions at Artemis Energy Partners and several academic institutions, including Rice University and Cornell University. 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 private funds and co-investment opportunities through its MB Investments Program.

Max Kaplan is a financial advisor at William Blair with 17 years of industry experience. He holds a Series 66 designation and has been with William Blair since 2016. 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 equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Alejandro Roman is a financial advisor at William Blair with five years of industry experience. He holds a Series 66 designation and has been with William Blair since 2021. Prior to joining the firm, he worked at Miami University and Loyola Academy. 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, employing an active, research-driven approach across multiple asset classes.

Robert Bridges is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 34 years of industry experience. His career includes prior roles at Atlantic Trust Investment Advisors, Gnv Advisors, Uhlmann Price Securities, and Geneva Investment Management. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies, offering portfolio management, financial planning, and specialized family office services. The firm employs a collaborative investment process with proprietary and external strategies, managing approximately $67.8 billion in assets with a high assets-under-management per advisor ratio.

Christopher Lago is a CFP® professional with 12 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2014. He has been associated with Fifth Third Bank since 2013. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm provides various discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Jackson Dennies is a financial advisor at William Blair in Chicago, IL, holding a Series 66 designation with one year of industry experience. Prior to joining William Blair, he spent time at the University of Notre Dame both as a student and in a professional capacity. 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 emphasizes active, research-driven management across multiple asset classes and provides proprietary models alongside access to private funds and co-investment opportunities.

Kimberly O Brien is a CFP® professional with nine years of industry experience. She is currently with Hightower Advisors in Chicago, where she has worked since 2019. Prior to that, she was with TC Wealth Partners and the Trust Company of Illinois. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s investment approach emphasizes manager selection and multi-manager solutions, incorporating proprietary research and a variety of investment vehicles.

Brenda Ingram is a financial advisor at GWN Securities Inc. with 36 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at GWN Securities since 2015, alongside operating Ivory Tower Financial Services since 1994. Ingram serves as vice president and board member of Eric Family Services, a nonprofit organization. GWN Securities is an SEC-registered adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 accounts and is noted for its legacy use of market-timing and momentum-based investment strategies.

Michael Spriggs is a financial advisor with Bankers Life Advisory Services, Inc. in Chicago, IL, holding Series 65 and Series 63 licenses and having 31 years of industry experience. Prior to joining Bankers Life Advisory Services in 2023, he worked for Next Financial Group, Inc. for 15 years. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to develop tailored asset allocations, emphasizing periodic rebalancing and performance reviews.