Steven Forde is a financial advisor at Citigroup Global Markets with 28 years of industry experience. He holds Series 63 and Series 66 designations and has been with Citigroup Global Markets since 2007. The firm serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. Citigroup Global Markets combines large institutional scale with specialized market roles, implementing multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

Carly Oishi is a financial advisor at Mariner with four years of industry experience. She holds a Series 65 designation and has worked at Mariner Wealth Advisors since 2023. Outside of her advisory work, Oishi has been involved with Per Scholas since 2021. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm uses a discretionary, customized investment approach supported by an internal team and third-party managers, and it provides integrated tax and accounting services alongside traditional portfolio management.

Thomas Hopper is a financial advisor at Valic Financial Advisors with three years of industry experience. He holds a Series 66 designation and has worked at several firms including Union Home Mortgage and Stifel Bank & Trust. In addition to his advisory role, he is appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts through a large network of advisors, utilizing centralized technology and model-based investment solutions.

William Pearce is a financial advisor at CIBC Private Wealth Advisors, Inc. with 12 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at LBMZ Securities, Inc. and Zacks Investment Management. CIBC Private Wealth Advisors provides investment and wealth advisory services to a broad client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a combined approach of in-house investment teams and external managers to deliver customized portfolio management, financial and estate planning, and coordinated Family Office services.

Luke Forfar is a CFP® and holds a Series 66 license with one year of experience in the financial advisory industry. He is currently with Corient and has prior experience at Vivaldi Capital Management and JMG Financial Group. Outside of his advisory roles, he has been involved with several hockey clubs, including the Chicago Mission AAA Hockey Club. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers and uses risk management tools and alternative investments when appropriate.

Alejandro Gonzalez Jr. is a financial advisor with Mesirow Financial Investment Management, Inc. He holds a Series 66 designation and has eight years of industry experience. His prior roles include six years with Bankers Life Advisory Services and Bankers Life Securities. Mesirow Financial Investment Management, Inc. provides discretionary and non-discretionary investment management and financial planning services to private individuals, pension plans, government entities, charitable organizations, and other institutional clients. The firm employs both third-party managers and proprietary private investment products, utilizing an investment approach that includes preparing Investment Policy Statements, asset allocation targets, and due diligence across a range of asset classes.

Christopher Nicholson is a CFP®-certified financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. He has worked at Kovitz Investment Group Partners, LLC since 2016 and held roles at Kovitz Securities, LLC and Foreside Financial Services, LLC. Focus Partners serves high-net-worth individuals, families, family offices, and institutional clients with comprehensive wealth management 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 specialized tools such as trend-following and options overlay strategies.

Miles Johnson is a CFP® and Series 66-designated advisor at Hightower Advisors with eight years of industry experience. He has previously worked at Ipsen Advisor Group, Wells Fargo Clearing, and McMaster-Carr Supply Company. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, delivering solutions that include discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through its network of Advisor Practices. The firm emphasizes manager selection and multi-manager strategies, incorporating proprietary research and various investment vehicles.

Jonathan Randall is a financial advisor with Valic Financial Advisors in Chicago, IL. He holds a Series 66 designation and has been in the industry since 2024, with prior experience at UMB Financial Corp and Marquette University. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily 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, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Manuel Hodzic is a financial advisor at William Blair in Chicago, IL, holding Series 63 and Series 65 licenses with six years of industry experience. He has been with William Blair since 2019 and previously worked at C.W. Henderson. Outside of finance, he has experience working in hospitality roles including at Rosebud Steakhouse and ShoreAcres Country Club. William Blair’s Private Wealth Management division offers 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 and access to private funds and co-investment opportunities.

Daniel Delany is a CFA® charterholder with 27 years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago since 2017. His prior roles include positions at Atlantic Trust Investment Advisors, Gnv Advisors, LLC, and Geneva Investment Management of Chicago, LLC. 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 its internal investment team and governance committees to offer customized portfolio management and wealth advisory services, distinguishing itself with a higher assets-under-management per advisor ratio and a focus on investment company clients.

Andrew Arnold is a CFP® professional with nine years of industry experience, currently serving as an advisor at Schwab Wealth Advisory in Chicago, IL. His career includes roles at Bank of America, Merrill, Heitman Securities LLC, and American Century Investment Services, Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm emphasizes asset allocation and investment selection based on standardized models and internal research, with trades executed only upon client authorization.

Christopher De Simone is a financial advisor with Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has six years of industry experience. Prior to joining Stratos and LPL Financial in 2026, he worked at Edward Jones from 2019 to 2025 and has had prior involvement in real estate property management and sales since 2002. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of portfolio management and financial planning solutions through an open-architecture investment platform.

Austin Burks is a CFA® and Series 65-licensed financial advisor with four years of industry experience. He currently works at Mercer Global Advisors Inc. and previously held positions at Full Sail Capital, LLC, Crestone Asset Management, LLC, and Pieces Technology. Outside of finance, he has worked in the food service industry and summer camp environments. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, employing globally diversified, risk-appropriate portfolios with multi-factor tilts and regular rebalancing through a range of investment vehicles and specialized programs.

Elias Stambolis is a financial advisor at Rockefeller Financial LLC with nine years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Morgan Stanley Private Bank from 2017 to 2024 and Axata Investments LLC from 2011 to 2017. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer that provides securities transactions, variable insurance products, and placement and investment banking services.

Lucia Partipilo is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. Her prior roles include positions at MB FINANCIAL Investments and Cetera Investment Services LLC. Outside of her advisory work, she is involved with Biofortis Research as a survey taker. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a mix of analytical methods to guide investment decisions.

Kelly Goalby is a financial advisor at CIBC Private Wealth Advisors, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at CIBC Private Wealth Advisors since 2017. His prior experience includes roles at Atlantic Trust Investment Advisors, Gnv Advisers, and Geneva Investment Management of Chicago. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers portfolio management, financial and estate planning, manager selection, and Family Office services, combining proprietary and external strategies with governance from dedicated investment committees.

Brandon Callison is a financial advisor at William Blair with six years of industry experience. He holds the Series 66 designation and has worked exclusively at William Blair since 2018, with prior experience at John Carroll University and Eastern University. 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 equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Anthony Tavoletti is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has worked with Diversified Investors Securities Corp. and IGLA since 2011. Tavoletti is based in Chicago, IL. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm uses proprietary software and model portfolios developed in partnership with Morningstar Investment Management to provide personalized asset allocation and retirement planning guidance.

Jimmy Valle is a CFP® professional with 13 years of experience, currently serving as a financial advisor at VALIC Financial Advisors in Chicago, IL. He has been with VALIC Financial Advisors since 2014 and also holds the Series 65 and Series 63 licenses. Outside of advising, he works as an agent for non-securities insurance products at Agia. VALIC Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of representatives, utilizing unified managed accounts and third-party model managers supported by centralized technology.