Dragan Timotic is a CFP®, CFA®, and Series 63-licensed financial advisor at Cerity Partners LLC with 12 years of industry experience. He previously worked at T2 Asset Management, LLC for nine years before joining Cerity Partners in 2022. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with an investment approach emphasizing diversified asset allocation and access to alternative and private-market investments.

Michael Warren is a CFP®-designated financial advisor with Commonwealth Financial Network, based in Lombard, IL, with 39 years of industry experience. He has been affiliated with Commonwealth and Garrett Consulting since 2008 and has been self-employed since 1985. His additional business activity includes work in fixed insurance. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, third-party asset manager access, and custody services.

Sabrina Mason is a financial advisor at Valic Financial Advisors with 32 years of industry experience. She holds Series 63 and Series 65 designations and has prior experience at Prudential Insurance Company of America, Pruco Securities, LLC, and Allstate Insurance Co. Outside of her advisory role, Mason serves on the board of Carolyn's Kids Foundation, a nonprofit providing scholarships for youth, and works as a treatment advocate with the National Youth Advocacy Program. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.

Barbara Natale is a financial advisor at PNC Wealth Management with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has been with PNC Investments since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy pilot for employees that uses algorithmic risk assessment and manages investments via mutual funds and ETFs with annual rebalancing.

Edward Bowen is a financial advisor at Hightower Advisors in Chicago, IL, with 22 years of industry experience. He holds a Series 66 designation and has been with Hightower Advisors and its affiliated broker-dealer since 2012. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individuals, institutional investors, and charitable organizations. The firm focuses on manager selection and multi-manager solutions, offering access to affiliated and third-party managers, discretionary and non-discretionary portfolio management, and a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Kanwar Singh is a financial advisor at Rockefeller Financial LLC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill for 11 years. He is a member of the Advisory Council for the Northwestern Memorial Physician Group Center for Integrative Medicine & Wellness in Chicago. 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 combination of discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as both a registered investment adviser and broker-dealer with a consolidated investment platform that includes equities, fixed income, and alternatives.

Mary Mckinley is a CFA® charterholder with 10 years of industry experience. She is currently with Corient, where she has worked since 2022, and previously spent 19 years at Gofen and Glossberg, L.L.C. 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 security and fixed-income strategies with third-party managers and customized asset allocation, incorporating risk management tools and alternative investments as appropriate.

Mario Giannetta is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 66 designations. He has 32 years of industry experience, including roles at Charles Schwab Bank and Charles Schwab since 2005. Schwab Wealth Advisory, Inc. delivers non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for advisory services.

Eric Behrends is a financial advisor with Fifth Third Securities, Inc., holding Series 65 and Series 63 registrations and three years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank in 2023, he worked at the State Farm Gary Behrends Agency for seven years and spent a year as a stay-at-home dad. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering various managed account programs via the Passageway platform. The firm is a wholly owned subsidiary of Fifth Third Bank and provides access to multiple investment strategies, including mutual fund and ETF models, SMA strategies, tax-overlay services, and direct indexing.

Rita Latnhotha is a financial advisor at Creative Planning with 18 years of industry experience. She holds a Series 66 designation and has worked previously at Mesirow Financial and Princor Financial. Creative Planning serves a diverse client base including individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in assets. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, complemented by supplemental approaches such as direct indexing and tax-loss harvesting, and offers integrated retirement plan services alongside affiliated legal, trust, and recordkeeping businesses.

Natalie Fisk is a financial advisor with Empower Advisory Group in Chicago, IL, holding Series 63 and Series 66 licenses and 26 years of industry experience. She previously worked at Harris Investor Services, Inc. for 15 years and Huntington Securities, Inc. for one year before joining Empower in 2025. Outside of finance, she has a longstanding involvement as a hair and makeup artist under the name Lotus Flower. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Michael Mortell is a financial advisor at CIBC Private Wealth Advisors, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Atlantic Trust Investment Advisors, Gnv Advisors, LLC, and Geneva Investment Management of Chicago. Mortell is also a partner in Mortell Associates Real Estate LLC, which focuses on homesite development. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, and investment companies, offering portfolio management, financial and estate planning, and coordinated Family Office services. The firm combines internal investment teams and external managers to create customized portfolios and is notable for its high assets under management per advisor and its advisory role with investment company clients.

Michael Rarey is a CFA® charterholder with seven years of industry experience. He has worked at Creative Planning since 2025, including roles with Creative Planning Institutional Advisors, and previously spent six years at Capital Strategies Investment Group. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, alongside selective private market exposure and other tailored investment solutions.

Robert Blanford is a financial advisor with Commonwealth Financial Network in Lombard, IL, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Garrett Consulting, Rockstar Rodeo, and The Clubhouse. Outside of finance, he is also a musical performer. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $213 billion in client assets. The firm provides a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custodial services.

Daniel Mckenna is a CFA® charterholder with 10 years of industry experience. He is currently an advisor at Private Advisor Group, LLC and LPL Financial, having previously worked at First Trust Portfolios L.P. for nine years. Mckenna provides administrative support to Private Advisor Group as an additional business activity. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

Brenda Crump is a financial advisor at Citigroup Global Markets with 17 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes 13 years at JPMorgan Securities LLC and 15 years at JPMorgan Chase Bank NA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, as well as broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including in-house research and derivatives services.

Allen Saffrahn is a financial advisor at Oppenheimer with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Oppenheimer since 2018, with prior experience at UBS Financial Services Inc and JP Morgan. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering advisory programs that include portfolio management, consulting, retirement services, and financial planning. The firm employs varied investment approaches across its programs, managing approximately $36.7 billion in assets as of the end of 2025.

Norbert Lieblang is a CFP® professional with 27 years of industry experience, currently advising at Citigroup Global Markets since 2022. His prior experience includes roles at Pruco Securities, LLC, Prudential Insurance Company of America, and Allstate Insurance Company. He serves as a board member of the Apple Country Homeowners Association. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, as well as brokerage, custody, and derivatives services.

Charisma Lariosa is a financial advisor with Transamerica Financial Advisors in Chicago, IL, holding Series 65 and Series 63 licenses with five years of industry experience. She has worked at Transamerica Financial Advisors since 2020 and concurrently with World Financial Group, Inc. since 2018. Outside of advisory work, she is a physical therapist providing therapy staffing services through Select Rehabilitation. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services, including a range of proprietary and third-party investment models, with both discretionary and non-discretionary program options.

Glenn Stears Jr. is a financial advisor with United Planners' Financial Services of America, holding CFP® and ChFC® designations and bringing 46 years of industry experience. His prior work includes 37 years at Waddell & Reed, Inc., and he also serves as vice president and secretary of Sagrado & Stears, Inc. Outside of his advisory role, he is involved in an insurance agency he has operated since 1980. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, trusts, and institutional clients. The firm delivers advisory and brokerage services through independent representatives and emphasizes non-discretionary account management.