Albert Kim is a CFP® certified financial advisor at Citigroup Global Markets with 13 years of industry experience. He previously worked at Northern Trust Bank and Northern Trust Securities, Inc. for five years each, and Ameriprise Financial Services, Inc. for three years. 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. The firm combines large institutional scale with unique market roles, including in-house research, swap dealing, and futures commission merchant activities.

Timothy Kindelin is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. He has previously worked at McAdam Financial and spent four years at Indiana University. He holds the Series 65 designation. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm’s investment approach combines active and passive strategies with quantitative and fundamental analysis under an enhanced open architecture framework.

Michael Breen is a financial advisor at Mesirow Financial Investment Management, Inc. with 11 years of industry experience. He holds a Series 66 credential and has been with Mesirow Financial in various roles since 2014. Outside of his advisory work, he is a limited minority partner in The Road Less Traveled, a company that organizes adventure and community service travel programs for teenagers. Mesirow Financial Investment Management, Inc. provides discretionary and non-discretionary investment management and financial planning services for individuals, institutional clients, and government entities. The firm employs both quantitative and qualitative due diligence across various asset classes and offers access to proprietary private investment products and affiliated feeder funds.

Laura Hernandez is a financial advisor at Citigroup Global Markets in Chicago with eight years of experience at Citi Private Bank and five years at Citibank. She holds Series 63 and Series 66 designations. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, execution and custody services, and derivatives and futures services. The firm utilizes multi-asset, multi-manager strategies implemented through discretionary and non-discretionary programs and operates with a combination of large institutional scale and specialized market roles.

Christopher O'Neill is a financial advisor with Mesirow Financial Investment Management, Inc. He holds the CFP®, CFA®, and ChFC® designations, along with a Series 66 license, and has 26 years of industry experience. O'Neill has worked at Mesirow Financial, Inc. since 2006 and at Precision Fiduciary Partners LLC since 2026. 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 utilizes a disciplined approach involving investment policy statements, asset allocation targets, and due diligence across various asset classes, while offering access to proprietary private investment products and third-party managers.

Mehgan Zuniga is a financial advisor at Rockefeller Financial LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Merrill Lynch and Bank of America. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients by offering discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm operates as both a registered investment adviser and broker-dealer, providing a broad range of investment and advisory services through its Private Advisor model and a consolidated investment platform.

Anthony Cruz is a financial advisor with Wealthspire Advisors in Chicago, holding Series 63, 65, and 66 licenses and bringing 19 years of industry experience. Prior to joining Wealthspire in 2022, he worked at Lenox Wealth Advisors and Lenox Advisors, Inc., as well as MML Investors Services and Mass Mutual Life Insurance Company. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in regulatory assets for nearly 9,700 clients. The firm serves individuals, including high-net-worth clients, as well as corporate, pension, nonprofit, and foundation clients, employing an institutional-style asset allocation framework implemented through a diverse mix of investment vehicles and centralized oversight.

Naomi Ekine is a financial advisor at William Blair with Series 66 credentials and one year of industry experience. Her prior roles include positions at Avidian Wealth Solutions and various academic institutions including the University of Houston. 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 private fund opportunities.

Edward Phillipp Jr. is a financial advisor at Rockefeller Financial LLC with 50 years of industry experience. He previously worked at Stifel for 11 years before joining Rockefeller Financial in 2026. He holds Series 63 and Series 65 licenses. Phillipp also serves on the advisory board for the Dakota Pacific Real Estate Fund, a direct investment real estate partnership. 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 portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services through a Private Advisor model and a consolidated investment platform.

Conor Mack is a financial advisor at PNC Wealth Management in Chicago, IL, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Equitable Advisors, LLC, and various non-financial organizations such as Champaign Country Club and CoinFlip/Olliv. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital discretionary model account that utilizes algorithmic risk assessments and invests in mutual funds and ETFs with annual rebalancing.

Dylan Bushelle is a financial advisor at Cresset Asset Management, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Goldman Sachs for two years. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles with a disciplined, risk-aware approach that combines strategic asset allocation, manager selection, and both active and passive implementation across a broad range of asset classes.

Ryan Schofield is a financial advisor with Valic Financial Advisors in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Valic Financial Advisors since 2014 and is also an agent with Agia, involved in non-securities insurance products. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet UMA models to construct client portfolios.

Michael Porrey Jr. is a financial advisor with Private Advisor Group, LLC, holding the CFP® designation and Series 63 and 65 licenses. He has 32 years of industry experience, including roles at LPL Financial since 1998 and leadership positions at MAP Wealth Management LLC and IHT Wealth Management LLC. Outside of his advisory work, Porrey is also a commissioned notary public. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, leveraging technology platforms and third-party managers to provide a wide range of investment strategies and managed account solutions.

Heather Johnson is a financial advisor with CIBC Private Wealth Advisors, Inc. in Chicago, IL. She holds Series 63, Series 65, and Series 66 licenses and has 28 years of industry experience. Her prior roles include positions at Ausdal Financial Partners, Inc. and CIBC Bank USA. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers customized portfolio management and planning services through an investment process involving internal teams and committees, and manages a significant asset base with a high assets-under-management per advisor ratio.

Michael Calabrese is a CFP® certificant with 19 years of industry experience, currently serving at Citigroup Global Markets since 2022. He previously worked at Woodbury Financial Services, Inc. for nine years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including acting as a swap dealer and futures commission merchant.

Kevin Cole is a financial advisor at The Huntington Investment Company in Chicago, IL, holding Series 63 and Series 66 licenses with three years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and New York Life Insurance Company. The Huntington Investment Company serves individuals, charitable organizations, corporations, and business entities with advisory and brokerage services, offering multiple wrap-fee programs on the Envestnet MAS platform that utilize an open-architecture model combining third-party sub-managers and affiliate offerings.

Paul Kowalski is a CFP® professional associated with Commonwealth Financial Network with 23 years of industry experience. He has held prior roles at Ameriprise Financial Services, LLC, Windrose/ESG Advisors, Cetera Advisors LLC, LPL Financial, and UBS Financial Services. Kowalski is also the owner of Trident Wealth Management Group. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Timothy Musial is a CFA® charterholder with nine years at CIBC Private Wealth Advisors and a total of 15 years of industry experience, including six years at Geneva Advisors. He is based in Chicago, IL. CIBC Private Wealth Advisors serves a diverse client base such as individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers customized portfolio management, financial and estate planning, and coordinated Family Office services, combining internal and external resources to deliver tailored investment solutions.

Edward Kill is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has worked at Harris Investor Services, Inc. and Harris NA prior to joining Huntington in 2021. Based in Chicago, IL, he provides advisory and brokerage services through Huntington’s platform. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities, offering multiple wrap-fee programs on the Envestnet MAS platform. The firm uses an open-architecture model combining third-party and proprietary strategies, with advisory arrangements primarily structured as percentage-of-assets wrap fees.

Edwin Belogorlov is a financial advisor with TIAA-CREF in Chicago, IL, holding a Series 66 designation and seven years of industry experience. Prior to joining TIAA-CREF, he worked at Nuveen Securities, LLC for nine years and has additional experience at Verizon and T-Mobile. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and various entities, often serving clients connected to TIAA-administered employer retirement plans. The firm’s advisory model distinguishes time-limited planning services from ongoing portfolio management, with an emphasis on fiduciary standards and the use of both model and customized portfolios.