Kathryn Dillon is a financial advisor at Rockefeller Financial LLC with Series 66 registration and one year of industry experience. Prior to joining Rockefeller, she completed her education at Iowa State University. 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 portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform.

Richard Friedman is a financial advisor at Creative Planning with 22 years of industry experience. He holds a Series 65 designation and previously worked at Hwr Trading Partnership and under his own practice before joining Creative Planning in 2021. Outside of his advisory role, he is a partner in Beta Iota, LLC, a limited partnership involved in rental property investments. Creative Planning serves a diverse client base including individuals, corporations, and retirement plans, managing approximately $217 billion in assets. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a range of supplemental portfolio management and retirement plan services.

Xiao Liu is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL, holding a Series 65 credential. Liu has been with CIBC Wood Gundy – CIBC Private Wealth since 2015, totaling 11 years of industry experience. CIBC Private Wealth Advisors serves a broad client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies, offering portfolio management, financial planning, and coordinated Family Office services. The firm’s investment approach includes a combination of proprietary and external strategies, governance by multiple committees, and customized portfolio solutions with options and structured notes.

Arvinder Kochar is a financial advisor with Kestra Advisory in Glenview, IL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at GWFS Equities, Inc. for nine years before joining Kestra Advisory and related affiliated firms in 2019. Kochar also serves as a Registered Field Assistant for IPPFA Benefits, providing administrative and customer service support. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, providing services including fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and offers access to multiple management platforms and third-party solutions.

Cole Charles is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, Wells Fargo Clearing, and Northwestern Mutual. Charles also has experience outside finance, including roles at Elmhurst University and in the hospitality industry. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies using both discretionary and non-discretionary programs and is notable for its large institutional scale and specialized market roles.

Justin Draper is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Citigroup since 2017 and previously held roles at J.P. Morgan Securities and JPMorgan Chase Bank NA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and is notable for its large institutional scale and unique market roles, including derivatives and futures services.

Katrina Jones is a financial advisor with Mesirow Financial Investment Management, Inc. in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has worked at Mesirow Financial Investment Management and Mesirow Financial since 2021, with prior experience at Bankers Life Securities and TradeStation. Mesirow Financial Investment Management’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including individuals, pension plans, government entities, and charitable organizations. The firm employs quantitative and qualitative due diligence in portfolio construction and offers access to proprietary private investment products and third-party managers.

Benjamin House is a Series 66-credentialed financial advisor with four years of industry experience. He is currently with Empower Advisory Group and has previously worked at Oppenheimer & Co. Inc. Outside of his advisory role, he performs standup comedy monthly at a venue in Chicago. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and select retail brokerage clients. The firm emphasizes integrated services aligned with Empower’s recordkeeping and administration platforms, offering point-in-time financial plans and optional managed account solutions.

James Corrigan is a financial advisor at Sanctuary Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. Outside of financial services, he has ownership interests in a fitness center and a wellness business offering on-site self-care services. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations through a large network of independent advisers. The firm offers a range of portfolio management options and financial planning services, operating with a fiduciary standard under written advisory agreements.

Eileen Polese is a CFP® with 12 years of experience in financial advising. She is currently with Hightower Advisors, where she has worked since 2021. Her prior roles include positions at Alexandria Capital and Aspire Advisors, LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individual and institutional investors such as pension plans, charitable organizations, trusts, and corporations. The firm’s approach centers on manager selection and multi-manager solutions, offering a range of portfolio management and financial planning services through a network of advisor practices.

Jorge Salazar is a financial advisor at Cerity Partners LLC in Chicago, IL, holding the CFP® and Series 65 designations with seven years of industry experience. He has worked at Cerity Partners since 2018 and previously spent one year at Northern Trust Company. He also has four years of experience at Loyola University Chicago. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Avery Bross 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. Prior to joining Cerity Partners, he held academic positions at Colgate University and Kansai Gaidai University and taught at The Latin School of Chicago. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm offers portfolio management, financial planning, retirement consulting, tax planning, insurance placement, and access to alternative and private-market investments.

Nicholas Bianchi is a financial advisor at Focus Partners Wealth, LLC with one year of experience in the industry. He holds a Series 65 credential and has prior work experience at Dell Technologies, the University of Texas, and Savio Catholic High School. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, emphasizing long-term, tax- and fee-sensitive portfolio construction that combines active and passive strategies within an enhanced open architecture framework.

Krishna Phanindra Vege is a financial advisor at Rockefeller Financial LLC in Chicago, IL, holding Series 63 and Series 66 licenses with four years of industry experience. His prior roles include positions at Credit Suisse Securities, Bank of America, Merrill, and Rockefeller Capital Management. Outside of his advisory work, he has consulted for a health and wellness company, conducting industry research. 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, financial planning, and consulting services, operating with a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Brandi Lockhart is a financial advisor with CIBC Private Wealth Advisors, Inc. in Chicago, holding a Series 65 designation and having joined the firm in 2010. She has worked across different divisions within CIBC, including CIBC Imperial Service and CIBC Wood Gundy, accumulating over a decade of industry experience. CIBC Private Wealth Advisors serves a diverse client base including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines a comprehensive investment process involving internal teams, committees, and both proprietary and external strategies to deliver customized portfolio management and wealth advisory services.

John Linehan is a financial advisor at Oppenheimer with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2017. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Prudential Equity Group, LLC. He serves on the advisory board of Leo High School, a position he has held since 1998. 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 broad range of programs and advisory services that include equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary management approaches.

Gidon Neuman is a financial advisor at &PARTNERS in Northbrook, IL, holding a Series 66 designation. He has been with &PARTNERS since 2025 and has diverse prior experience in roles outside the financial advisory industry, including positions at Illinois Urgent Care LLC and 3826 Ventures LLC. &PARTNERS serves a broad range of individual and institutional clients, providing investment management, financial and tax planning, ERISA consulting, and brokerage services. The firm employs a combination of fundamental, technical, and quantitative analysis, with portfolios managed by in-house advisors or vetted third-party managers.

Carter Walsh is a financial advisor with Oppenheimer in Chicago, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to joining Oppenheimer, he worked at Morgan Stanley and SG Capital Management. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of investment and consulting services, including discretionary and non-discretionary portfolio management and retirement planning.

Michael Bibbiano is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Northern Trust Securities, Cetera Advisors, and Megent Financial. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with internal oversight and manages both discretionary and non-discretionary programs, combining large institutional scale with unique market roles.

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.