Brett Thelander is a financial advisor at Rockefeller Financial LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill since 1994. 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 operates a Private Advisor model and a consolidated investment platform, offering discretionary and non-discretionary portfolio management, financial planning, consulting, and broker-dealer services including securities transactions, variable insurance products, and investment banking.

Zachary Bindler is a financial advisor at Cresset Asset Management, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at Cresset since 2018, previously spending four years at New Market Wealth Management, LLC. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction tailored to client objectives, employing both active and passive strategies alongside third-party managers.

Kristie Elstrom is a financial advisor with Bankers Life Advisory Services, Inc. in Chicago, IL, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She previously worked at Harris Investor Services, Inc. for 12 years before joining Bankers Life Securities in 2019. Outside of her advisory role, she has experience as a landlord. 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 process includes customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis to guide portfolio management.

Alisa Zufall is a CFP®-certified financial advisor at Mercer Global Advisors Inc. with 24 years of industry experience. She has held positions at WisdomTree Asset Management, Foreside Fund Services, LPL Financial, and operated Growth Path Consulting, LLC. Zufall serves as an independent trustee for Tidal ETF Services, LLC. Mercer Global Advisors provides investment advisory and comprehensive financial planning services to individuals, families, small business owners, plan sponsors, foundations, and non-profits. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and other investment options, alongside specialized services and educational programming.

Jon Tyson is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL, with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Atlantic Trust Investment Advisors, Gnv Advisors, LLC, and Geneva Investment Management of Chicago, LLC. Tyson has been with CIBC Private Wealth Advisors since 2017. CIBC Private Wealth Advisors provides investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a disciplined investment process involving an internal team, relationship managers, and committees to create customized portfolios, utilizing both proprietary and external strategies, including options hedges and structured notes.

Clarence Darrow is a financial advisor at William Blair with a Series 66 designation and two years of industry experience. His prior work includes roles at Heartland Advisors, Inc., Marquette Associates, Madison Investments, UMB Fund Services, Alpha Investment Consulting Group, and Marquette 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 proprietary models and access to private funds and co-investment opportunities.

Michael Hellen is a financial advisor at Mesirow Financial Investment Management, Inc. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at DePaul University and Options Clearing Corporation. 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 other institutional clients. The firm employs both third-party managers and proprietary private investment products, with an emphasis on asset allocation, due diligence across diversified investment types, and access to affiliated feeder funds.

Evelin Freytas is a financial advisor with Eagle Strategies (NY Life) based in Chicago, IL, holding Series 63 and Series 65 licenses and having 15 years of industry experience. She has worked with New York Life Insurance Company and related entities since 2009 and currently operates Mastermind Wealth Strategies LLC. Freytas serves as President and Advisory Board member of the Ecuadorian Volunteers Association (EVA), a nonprofit focused on education, social, and health programs in Ecuador. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutional investors, and corporate clients. The firm offers a range of program types emphasizing tailored advice and manages assets primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Jordan Sheiner is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL. He has been with CIBC Private Wealth Management since 2017 and previously worked at Geneva Advisors, LLC. CIBC Private Wealth Advisors offers investment advisory and wealth management services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines proprietary and external management with a governance structure to deliver customized portfolios and manages approximately $67.8 billion in assets with 175 advisors.

Jon Henderson is a CFA® charterholder with 25 years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. since 2018. Prior to joining CIBC, he worked at Atlantic Trust for 13 years. He is a Co-Trustee of several Horton Trusts, including Family Trusts and Charitable Remainder Trusts, a role he has held since 2011. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers a comprehensive investment process involving internal teams and committees, delivering customized portfolios and specialized strategies, and manages approximately $67.8 billion in assets with 175 advisors.

Robert Kuras is a financial advisor with Fifth Third Securities, Inc. in Niles, IL. He holds Series 66 and Series 63 licenses and has 10 years of industry experience. Prior to joining Fifth Third Securities in 2021, he worked at Bank of America, Merrill, and TDAmeritrade. Outside of his advisory role, he has been involved with Spice Daddy Inc. since 2004. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage channels, offering a variety of managed account programs and portfolio management options tailored to client risk profiles. The firm operates as a wholly owned subsidiary of Fifth Third Bank and manages approximately $10.9 billion in assets with a large advisor network.

Andrew Zogby is a financial advisor with William Blair in Chicago, holding a Series 66 designation. He has been with William Blair since 2023, with prior experience that includes roles at Miami University and Lou Malnati's Corporate Office. 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 access to a variety of proprietary models and private fund opportunities.

Joseph Quartey Jr. is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds the Series 66, Series 63, and Series 65 licenses and has been with Citigroup since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including operating as a swap dealer and futures commission merchant.

Scott Newhall is a financial advisor at CIBC Private Wealth Advisors, Inc. based in Chicago, IL. He holds the CFP®, CFA®, and Series 63 designations and has 23 years of industry experience. Before joining CIBC Private Wealth in 2024, he worked at Corient Services LLC and Segall Bryant & Hamill, LLC. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team, relationship managers, and governance committees to deliver customized portfolios using both proprietary and external strategies, including options hedges and structured notes.

Tung Duong is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds Series 63 and Series 66 designations and has been employed at Citibank, N.A. since 2006. 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 operates with large institutional scale, providing discretionary and non-discretionary solutions along with specialized market roles such as swap dealing and futures commission merchant services.

Merrick Robison is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience and has worked with both Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he operates a non-investment-related business called Merrick R - Rover Services. Park Avenue® Wealth Management, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs including discretionary and non-discretionary options.

Jordan Warners is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. Prior to joining Moneta, he worked at Northwestern Mutual in various capacities from 2020 to 2024. Outside of his advisory role, Warners is a 50% owner of Ulu Coffee LLC, a coffee farm and brand, and he teaches a general business class for entrepreneurs through the Good Food Accelerator in Chicago. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients with a range of portfolio management and family office services. The firm employs partner-led teams supported by a centralized investment department and offers diversified, multi-asset investment strategies alongside specialized services for uncommon institutional clients.

Kyle Dempsey is a financial advisor at William Blair with two years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs & Co for five years, as well as at FCI Advisors and Mariner Holdings. 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 investment approach across equities, fixed income, and alternative strategies, providing proprietary model portfolios and access to private funds and co-investment opportunities.

Mary Anderson is a financial advisor with Focus Partners Wealth, LLC and holds a Series 66 designation. She has 19 years of industry experience, including roles at Kovitz Investment Group Partners, LLC, Kovitz Securities, LLC, and Foreside Financial Services, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Bradley Hills is a CFP® and Series 65-licensed advisor at EP Wealth Advisors with one year of industry experience. His prior roles include positions at Rappaport Reiches Capital Management and several financial firms, as well as involvement with the National Literacy Trust. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm utilizes a combination of fundamental, technical, and cyclical analysis to construct customized model portfolios and provides additional services such as tax preparation and estate-document preparation for qualifying clients.