Doug Ciocca

Kavar Capital

Leawood, KS

Kristen Bitterly

Citi Wealth at Work

New York, NY

Brian Bonvechio

Merrill Lynch

Los Angeles, CA

Patty Brady

Notre Dame

South Bend, IN

Mike Carroll

Merrill Lynch

San Diego, CA

Dayne Crist

Bernstein WM

Los Angeles, CA

Tom Galloway

Allspring Global Investments

Baltimore, MD

Patrick Kilbane

Ullmann Wealth

Jacksonville, FL

Mike Landsberg

HB Wealth

Atlanta, GA

Jessica Mattes

Goldman Sachs

Chicago, IL

Lauren Moran

William Blair PWM

Chicago, IL

Jim Moriarity

Morgan Stanley

Chicago, IL

Tom Zidar

WinTrust

Chicago, IL