Christopher Sullivan is a CFP® professional with four years of experience at Corient in Chicago, IL. His prior work history includes time at Bowling Green State University. Corient provides investment advisory and financial planning services to a diverse client base, utilizing a goals-based team investment approach that integrates in-house strategies with third-party managers. The firm offers specialized services through affiliates and employs risk management tools and continuous portfolio monitoring.

Jacob Cohen is a financial advisor at Creative Planning with a Series 66 designation and four years of industry experience. He previously worked at Hergenroeder Financial Advisors and LPL Financial and has experience outside finance, including a role at Towson Tavern. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various specialized portfolio management techniques.

Jack Bertke is a financial advisor with Oppenheimer, holding a Series 66 designation. He began his advisory career at Oppenheimer in 2026 after completing his studies at Michigan State University. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of investment programs and advisory services across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management.

Jacquelyn Coleman is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her career includes roles at Northwestern Mutual Investment Management and Charles Schwab. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, focusing on financial reviews, retirement planning, and investment recommendations using Charles Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and differs from many enterprise wealth managers in its fee structure and client service model.

Kevin Trinidad is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at several firms, including Prudential and Mutual of Omaha, and is also the owner of Wealthpoint360, where he serves as an insurance broker. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individuals, retirement plans, charitable organizations, and corporations. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by a network of Investment Adviser Representatives and third-party partners.

Victor Salvador is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Victory Brokerage Services and the National Association of Registered Social Security Analysts. Outside of advisory work, he is involved in financial education, teaching literacy classes through the Heartland Institute of Financial Education, and participates in event organization for regional teams. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Lev Aviv Shuber is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and nine years of industry experience. He has been with CitiBank since 2012, accumulating a total of 14 years in the firm. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including research, security pricing, and derivatives services.

Kate Elisha is a financial advisor at William Blair with five years of industry experience. She holds a Series 66 designation and has been with William Blair since 2019, following two years working at Trifecta Grill and four years in full-time education. 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 proprietary models, third-party sub-advisers, and access to private funds through its MB Investments Program.

Michael Tuber is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Focus Partners Wealth, he worked at Kovitz Investment Group Partners, Strategic Wealth Partners, and JP Morgan Chase Bank, N.A. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside tools like trend-following and options overlay strategies.

Ariella Masters is a financial advisor at Cerity Partners LLC with three years of industry experience. She holds a Series 65 designation and previously worked at RITA Corporation for six years. Cerity Partners provides customized wealth management and related services to a broad national client base, including 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.

Stevany Williamson is a financial advisor at Empower Advisory Group with Series 65 and Series 63 credentials and three years of industry experience. Her prior work includes positions at JPMorgan Chase Bank, J.P. Morgan Securities, and various mortgage-related roles. Before her financial services career, she managed a salon and spa for three years. 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 retail brokerage clients. The firm’s integrated approach leverages proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, with services closely tied to Empower’s recordkeeping and administrative platforms.

Walter Parenti is a ChFC® with 39 years of industry experience, currently serving at Equity Services, Inc. since 1986. He has worked with National Life of Vermont since 1987. Outside of his advisory role, he is a part-owner of commercial and mixed-use real estate with his family. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and combines primarily long-term investment strategies with options for shorter-term trading and specialized instruments.

Dean Turner Jr. is a CFP® with 13 years of experience in the financial industry. He is currently with Rockefeller Financial LLC and Rockefeller Capital Management since 2025. Prior to this, he worked for Bank of America, N.A. and Merrill for ten years. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Ryan Keenan is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JP Morgan Securities, JP Morgan Chase Bank, Stevee Mengyan, and Northwestern Mutual Investment Services. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains significant in-house research and market roles, distinguishing it within the industry.

Robert Bockel is a financial advisor at Osaic Advisory Services, LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including OneDigital Investment Advisors LLC, Triad Advisors, Hornor, Townsend & Kent, Inc, and Penn Mutual Life Insurance Company. Outside of his advisory role, he serves as lead strategist for BXY Financial Network and OneDigital, and is involved with Pinnacle Planning Group. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and public entities. The firm provides a broad range of services including investment management, financial planning, retirement consulting, and third-party manager oversight, utilizing multiple program models and custodian arrangements primarily through Schwab and Fidelity.

Patrick Vasicovschi is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. His prior roles include positions at Hightower Securities, GWFS Equities, Cambridge Investment Research Advisors, HUB International Investment Services, Capital Group, and UBS Financial Services. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers services such as financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, with a focus on recommendation-based, non-discretionary asset management.

Gregory Neer Jr. is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, LLC and Relative Value Partners Group, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, and retirement plan consulting. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Thomas Enright is a CFP® and holds a Series 66 license with 14 years of industry experience. He has worked at Creative Planning, LLC since 2023 and previously spent 12 years at Mesirow Financial, Inc. in Northbrook, IL. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various specialized portfolio management techniques.

Terrence Crowley is a financial advisor with NewEdge Advisors who holds Series 63 and Series 65 credentials and has 42 years of industry experience. His prior roles include positions at Wells Fargo Advisors and LPL Financial. Outside of his advisory work, he serves as a caregiver for his disabled son. NewEdge Advisors is a large registered investment adviser serving individuals, pension plans, corporations, and charitable organizations through a network of independent advisers. The firm offers a diverse range of portfolio management, financial planning, and consulting services, utilizing centralized due diligence and technology tools to support advisor and client needs.

Mathew Klody is a CFA® charterholder with seven years of industry experience. He is currently an advisor at Rockefeller Financial LLC and has previously worked at Whitnell & Company and Keebeck Wealth Management LLC. Klody also serves as an adjunct professor at the University of Notre Dame, where he teaches an Applied Private Equity course. 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 range of investment management and financial planning services, combining discretionary and non-discretionary portfolio management with broker-dealer capabilities and a consolidated investment platform.