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, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked extensively within the Charles Schwab organization since 2004, including roles at Schwab Wealth Advisory Inc. and Charles Schwab Bank. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary advice, financial planning, and wealth management consultations based on proprietary asset-allocation models and research tools. The firm emphasizes annual reviews tailored to client goals and risk tolerance, with recommendations typically involving separately managed accounts managed by third parties or affiliated managers.

Eric Behrends is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 credentials and has three years of industry experience. His prior roles include working at Fifth Third Bank and the State Farm Gary Behrends Agency. He also spent a year as a stay-at-home dad. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services, offering multiple program types on the Passageway Managed Account platform, including advisor-directed models and separately managed accounts with tax-overlay and direct-indexing options. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides services through a large network of advisors.

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 credentials and five years of industry experience. He has worked at Garrett Consulting and Rockstar Rodeo in prior roles. Outside of finance, Blanford is also a musical performer. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and their individual and institutional clients. The firm provides a broad platform including managed-account programs, access to third-party asset managers, and custody services.

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 with Oppenheimer in Chicago, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at UBS Financial Services, JP Morgan Securities LLC, and JP Morgan Chase. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management.

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 at Transamerica Financial Advisors with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked with World Financial Group, INC. and Evolve Healthcare LLC. Outside her advisory role, she provides physical therapy services through Select Rehabilitation. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with 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.

Gregg Anderson is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL, with 24 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Atlantic Trust Investment Advisers, Gnv Advisors, and Geneva Investment Management of Chicago. CIBC Private Wealth Advisors serves individuals, families, trusts, employee benefit plans, corporations, and investment companies with a range of services including portfolio management, financial and estate planning, and coordinated Family Office services. The firm combines proprietary and external investment strategies and is notable for its high assets under management per advisor and management of investment company portfolios.

Lauren Kramer is a financial advisor at William Blair with 10 years of industry experience. She holds a Series 66 designation and has worked at William Blair since 2022 and previously at Morgan Stanley from 2015 to 2022. 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 as well as access to private funds and co-investment opportunities.