Elissa Berger is a financial advisor at Cerity Partners LLC with a Series 65 designation and one year of industry experience. Prior to joining Cerity Partners, she spent ten years in full-time education. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm builds client programs through tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Edward Chandler is a financial advisor at William Blair with 25 years of industry experience. He has been with William Blair & Company, L.L.C. since 2000. Chandler holds Series 63 and Series 65 designations. Outside of his advisory role, he is a partial owner of a real estate business. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, and institutional clients. The firm employs an active, research-driven management approach across multiple asset classes and offers proprietary models and access to private funds through its various programs.

Michelle Pecyna is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. She holds the CFP® designation and the Series 65 license. Prior to joining Rockefeller Financial in 2021, she worked at Associated Trust Company and Whitnell & Co. She has been involved with Midtown Athletic Club since 2002. 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 portfolio management and financial planning services through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary strategies across multiple asset classes.

David Work is a financial advisor with Hightower Advisors in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Merrill from 1998 to 2021 before joining HighTower Securities LLC and HighTower Advisors LLC in 2021. In addition to his advisory role, he serves as an adjunct faculty member at Texas Christian University, teaching a course on personal finance. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, with a focus on manager selection, proprietary research, and diverse investment vehicles.

Daniel Parisi II is a financial advisor at Valic Financial Advisors with one year of industry experience. He holds a Series 66 designation and has worked with firms including Four Star Wealth Advisors and Valic Financial Advisors. Outside of his advisory role, he is also appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors serves individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Theresa Kwiecinski is a financial advisor at William Blair with 28 years of industry experience. She holds Series 63 and Series 65 designations and has been with William Blair & Company L.L.C. since 1997. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs 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.

Rosemary Claudio is a financial advisor at Bankers Life Advisory Services, Inc. with five years of industry experience and a Series 65 credential. She has been with Bankers Life Advisory Services since 2020 and has held related roles at Bankers Life Securities, Inc. and Bankers Life and Casualty Company since 2011. In addition to her advisory work, she is an insurance agent at Bankers Life and Casualty Company. Bankers Life Advisory Services provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach focuses on customized asset allocation, periodic rebalancing, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide portfolio decisions.

John Mauldin is a financial advisor at Hightower Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Mauldin Economics LLC and CMG Capital Management Group Inc. Outside of advisory roles, he directs ME Research LLC, which publishes various newsletters. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s model emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and a range of investment vehicles.

Jordan Berk is a financial advisor at CIBC Private Wealth Advisors, Inc. He holds a Series 65 credential and has been with CIBC Wood Gundy – CIBC Private Wealth since 2015. Berk is based in Chicago, IL, and has 11 years of industry experience. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a collaborative investment process involving internal teams and committees to offer customized portfolio management, including options strategies and coordinated Family Office services for complex client needs.

Christopher Demonte is a CFA® charterholder with 20 years of industry experience. He has been with Cresset Asset Management, LLC since 2018 and previously worked at Neuberger Berman LLC from 2013 to 2017. He holds a Series 66 license and is based in Chicago, IL. 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 employs a diversified, asset-allocation-driven approach that integrates active and passive strategies and includes a structured due diligence program for manager selection and monitoring.

Sandra Lackhouse is a financial advisor with Mesirow Financial Investment Management, Inc. in Chicago, IL, holding Series 63 and Series 65 credentials and possessing 42 years of industry experience. She has been with Mesirow Financial since 1993. Mesirow Financial Investment Management’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to a range of clients including private individuals, pension and profit-sharing plans, government entities, charitable organizations, and other institutional clients. The firm employs a structured investment approach that includes preparing Investment Policy Statements, setting asset allocation targets, and conducting due diligence across various asset classes, while also offering access to proprietary and third-party investment products.

Erica Wiggins is a financial advisor at Hightower Advisors with 13 years of industry experience. She holds the CFP® designation and Series 66 license. Prior to joining Hightower Advisors in 2021, she worked at Ausdal Financial Partners, Inc. and Clear Perspective Advisors from 2012 to 2021. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s advisory model emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a variety of investment strategies.

Michelle Peterson is a financial advisor at Creative Planning with Series 63 and Series 65 credentials and one year of industry experience. She previously worked at Mesirow, CIBC, and The Private Bank. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Michael McGrath is a financial advisor at PNC Wealth Management with four years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Bank of America. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessment and approved model strategies executed with mutual funds and ETFs.

Michael Ridge is a financial advisor at Oppenheimer with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2006. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, retirement services, and financial planning, using a range of investment strategies tailored to client objectives.

John Ptak is a CFA® charterholder and holds a Series 63 license, with six years of experience in the financial industry. He currently serves as an advisor at Corient and has held roles at Corient Services LLC, CIPW Service Company, LLC, and Gofen and Glossberg, L.L.C. since 2014. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers, supported by continuous portfolio monitoring and risk management tools.

Edward Kennedy III is a financial advisor at Janney Montgomery Scott with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing, JPMorgan Chase Bank, N.A., and J.P. Morgan Securities Inc. since beginning his career. Janney Montgomery Scott is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporations, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs supported by both in-house and third-party portfolio management.

Charles Hodges IV is a financial advisor at William Blair with Series 63 and Series 65 credentials and 49 years of industry experience. He has worked at William Blair & Company L.L.C. since 1976. 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 various asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Philip Monnier is a financial advisor with PNC Wealth Management in Western Springs, IL. He holds a Series 66 designation and has 13 years of industry experience. Prior to joining PNC in 2018, he worked at Capital One Advisors, LLC and Capital One Investing, LLC from 2015 to 2018. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees that uses algorithmic risk assessment and third-party-managed investment strategies.

Michael Miroballi is a CFA® charterholder with 23 years of industry experience, currently serving as an advisor at The Huntington Investment Company since 2017. Prior to that, he spent 10 years with BMO Harris Financial Advisors. He holds the position of President-Elect on the Board of the Bank Insurance and Securities Association and serves as Secretary of a local homeowners association. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other entities. The firm employs an open-architecture investment approach featuring multiple wrap-fee programs that combine third-party and proprietary strategies, with portfolio management and custodial services facilitated through National Financial Services.