Ryan Harrison is a financial advisor with NewEdge Advisors, holding a Series 66 credential and one year of industry experience. His prior work includes roles with the Chicago Bears and International Sports Management, among others. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management, financial planning, and retirement consulting services, utilizing technology and a combination of in-house and third-party investment strategies.

Daniel Schreiner is a financial advisor at Oppenheimer with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2019, following four years at Ameriprise Financial Services. Based in Chicago, IL, Schreiner provides advisory services within a large enterprise firm. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of advisory and brokerage services, employing strategic and tactical asset allocation alongside manager selection and multiple investment strategies tailored to client objectives.

Alexander Brown is a financial advisor at Corient in Chicago, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Deloitte LLP and two years as a self-employed professional. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and alternative investments where appropriate.

Vivian Villers is a CFP® with 41 years of industry experience, currently serving at SPC since 1998. She also has a long tenure with Sigma Financial Corporation dating back to 1991. Outside of her advisory work, Villers is a paid public speaker on special needs planning for families and is involved with SAGE Planning, which offers various insurance products. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers and approximately $5.66 billion in assets under management. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies based on client suitability with options for discretionary and nondiscretionary management.

Alexander Scull is a financial advisor at William Blair with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with William Blair since 2017. In addition to his advisory role, he has been affiliated with Duke University since 2015. William Blair’s Private Wealth Management division offers 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.

Daniel Grant is a financial advisor with William Blair, holding Series 63 and Series 65 designations and 39 years of industry experience. He has been with William Blair & Company L.L.C. since 1995. 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, third-party sub-managers, and private fund investment opportunities.

Bruce Klein is a CFA® charterholder with 38 years of industry experience. He is currently with CIBC Private Wealth Advisors, Inc., where he has worked since 2017. His prior experience includes roles at Atlantic Trust Investment Advisors Inc, Gnv Advisors, LLC, and Geneva Investment Management of Chicago, LLC. CIBC Private Wealth Advisors delivers investment advisory and wealth management services to a diverse client base, including individuals, families, trusts, corporations, and investment companies. The firm employs a comprehensive investment process that integrates internal teams and external managers to offer customized portfolios, including options strategies and coordinated Family Office services for complex needs.

James Argentine is a CFP® professional with 17 years of industry experience, currently serving as an advisor at SPC since 2014. He also operates as an independent insurance agent specializing in life, accident, and health insurance, and runs a sole proprietorship under the name Prospective Financial. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans, offering portfolio management, financial planning, and ERISA-related retirement services through a network of over 460 advisers managing approximately $5.66 billion in assets.

Steven Coleman is a financial advisor at Rockefeller Financial LLC with 25 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America N.A. and Merrill for 11 years. Outside of his advisory role, he serves as a board member for a homeowners association and manages a family LLC focused on estate planning investments. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and utilizes a consolidated investment platform to deliver a range of discretionary and non-discretionary investment solutions.

Brian Glynn is a Series 66 credentialed advisor at William Blair in Chicago, IL, with 12 years of industry experience. He has been with William Blair & Company since 2017 and previously worked at Foreside Fund Services, LLC and Cedar Capital, LLC. William Blair’s Private Wealth Management division provides 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 and offers proprietary models and access to private funds and co-investment opportunities.

Robert Cullen is a CFP® professional with 19 years of experience in the financial services industry. He is currently with PNC Wealth Management and has previously worked at Ameriprise, Edward Jones, Citibank, BMO Wealth Management, and Fifth Third Bank. Outside of his advisory role, he is a co-owner of The Bet Exchange LLC, a software development company holding two patents. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that utilizes algorithmically selected risk profiles and invests in mutual funds and ETFs with annual rebalancing.

Mary Teresa Roberto is a financial advisor with Focus Partners Wealth, LLC in Chicago, IL, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Kovitz Investment Group Partners, Telemus Capital, Sanctuary Advisors, Bank of America, and Merrill. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses, offering a range of discretionary and non-discretionary portfolio management, financial counseling, and fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies alongside firm-affiliated funds and legacy programs.

James Bondar is a financial advisor at Mercer Global Advisors Inc. with two years of industry experience. He previously worked at Zacks Investment Management, SheltonCapital Management, and has experience outside finance including roles at Attic Bar and Bistro and JP's Pizza and Grill. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios implemented through a combination of ETFs, index funds, separate account managers, and private funds.

William Farkas is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds the Series 66 designation and has previously worked at Indiana University and Mill Ridge Wealth Management, LLP. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, utilizing strategic allocation models and proprietary analytics within the broader Goldman Sachs ecosystem.

Onjada Haggard Richardson is a financial advisor at Citigroup Global Markets with 29 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Citigroup Global Markets since 2007. Richardson serves on the Board of Directors for Mercy Housing Lakefront, an organization that provides affordable housing and social services in Chicago and the greater Chicagoland area. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and security-pricing activities, swap dealing, and futures commission merchant operations.

Samuel Strum is a financial advisor with Eagle Strategies (New York Life) based in Chicago, IL, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His work history includes roles with Eagle Strategies, New York Life Insurance Company, Nylife Securities LLC, and Broadway Asia International. Outside of financial services, he is involved as a partner in producing Broadway Goes A Cappella concerts and serves on the boards of the Marlene Meyerson JCC Manhattan’s 20s and 30s group and Cadence Music NFP, a nonprofit focused on music education and development. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services primarily linked to insurance and annuity products. The firm provides tailored advice through multiple program types, with the majority of its assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Renate Knippen is a financial advisor with Eagle Strategies (NY Life) in Chicago, IL, holding Series 63 and Series 65 licenses and having three years of industry experience. She has worked with NYLIFE Securities LLC, Evelin Flaherty Freytas, Mastermind Wealth Strategies LLC, and operated Knippen Enterprises Inc. outside of her current role. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, delivering advice through various program types tailored to client objectives.

David Holtkamp is a financial advisor at Sanctuary Advisors, LLC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, N.A. and Merrill Lynch. He serves as Treasurer of his homeowners association, where he manages budgeting and financial reporting. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a wide range of investment strategies through a large network of independent adviser representatives, offering both discretionary and non-discretionary account management and utilizing various analytical approaches and third-party platforms.

Mirjana Nikolic is a financial advisor at William Blair with 20 years of industry experience. She holds a Series 66 credential and has been with William Blair & Co since 2008. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm utilizes an active, research-driven approach across various asset classes and provides proprietary models, third-party sub-advisers, and access to private funds through its MB Investments Program.

Anthony Ceffalio is a financial advisor with NewEdge Advisors holding a Series 66 designation and two years of industry experience. His prior work history includes roles at LPL Financial and Athletico. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisors. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.