Kevin Martin is a financial advisor with Principal Financial Services, holding Series 65 and Series 63 licenses and five years of industry experience. His background includes roles at Principal Life Insurance Company and Principal Securities, Inc., as well as prior experience in education and community-related positions. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

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.

Deborah Frazier is a financial advisor at Hightower Advisors with 37 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at Hightower since 2019. Her prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. From 2017 to 2019, she was involved with National Junior Tennis@ Learning of Trenton. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions using both affiliated and third-party managers, and it offers tailored portfolio management incorporating mutual funds, ETFs, alternative investments, and custom indexing.

Matthew Horne is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Fifth Third Securities and Fifth Third Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, and its scale and market roles include in-house research, swap dealing, and futures commission merchant activities.

Snigdha Adhikari is a financial advisor at Principal Financial Services with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at firms including The Prudential Insurance Company of America and Aegis Capital Corp. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

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.

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 financial advisor at Hightower Advisors with 12 years of industry experience. She holds the CFP® designation and Series 65 and Series 63 licenses. Her prior experience includes roles at Alexandria Capital and Aspire Advisors, LLC, as well as work with the Mount Kisco Chamber of Commerce. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension and profit-sharing plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to support portfolio construction and management.

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 with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Credit Suisse Securities (USA) LLC, Bank of America, N.A., and Merrill. Outside of his advisory role, he has acted as a consultant conducting research in the health and wellness sector. 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 combines a Private Advisor model with a consolidated investment platform, providing discretionary and non-discretionary portfolio management, financial planning, and brokerage services including placement and investment banking.

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.

Carter Walsh is a financial advisor with Oppenheimer in Chicago, holding Series 65 and Series 63 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 plans, and charitable organizations. The firm provides a range of advisory services including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Michael Bibbiano is a financial advisor at Citigroup Global Markets in Chicago, holding Series 65 and Series 63 credentials with four years of industry experience. He previously worked at Northern Trust Securities, Cetera Advisors, and Megent Financial, among other firms. His background also includes roles outside finance, such as working at Revival Yoga Studio. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies supported by internal standards and oversight committees, combining large institutional scale with specialized market roles and arrangements.