Brent Fykes is a Certified Financial Planner® and Chartered Financial Analyst® with 21 years of industry experience. He has been with CIBC Private Wealth Management since 2014 and serves as a trustee of the James C. Dismuke Trust. CIBC Private Wealth Advisors provides investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a comprehensive investment process involving internal teams and committees to deliver customized portfolios and offers a range of strategies including options hedges and structured notes.

Kevin Fearnow is a financial advisor at CIBC Private Wealth Advisors, Inc. with 22 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at CIBC National Trust Company since 2017, following two years at Atlantic Trust Company NA. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm’s investment approach combines internal teams and committees to create customized portfolios using both proprietary and external strategies, serving a broad client base including high net worth individuals and investment companies.

Christine Fernandez is a financial advisor at CIBC Private Wealth Advisors, Inc. with 11 years of industry experience. She holds the CFA® designation and Series 66 license. Prior to joining CIBC Private Wealth in 2025, she worked at BlackRock Investments and Edward Jones. Outside of her advisory role, she is employed by Ante Diem LLC, where she assists with maintaining financial models and preparing financial reports for the company’s board of directors. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers a comprehensive investment process involving an internal team and governance committees to create customized portfolios, combining proprietary products and external managers, with capabilities including options strategies and coordinated Family Office services.

Christina Gumm is a Series 65-licensed financial advisor with seven years of industry experience. She currently works at CIBC Private Wealth Advisors, Inc., having previously been employed at United Capital Financial Advisers, LLC and Northern Trust. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm provides customized portfolio management and financial planning supported by an internal investment team and governance committees, managing approximately $67.8 billion in assets with a focus on delivering tailored solutions including options strategies and Family Office services.

Matthew Meikleham is a CFA® charterholder based in Boston, MA, with over 15 years of industry experience. He has worked at CIBC Private Wealth Advisors, Inc. since 2021 and spent 13 years at BNY Mellon prior to that. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers a range of portfolio management, financial planning, and Family Office services, utilizing both proprietary and external investment strategies supported by specialized committees and a team-based approach.

J Nossaman is a financial advisor at CIBC Private Wealth Advisors, Inc. based in Denver, CO. He holds a Series 65 designation and has four years of industry experience, having worked at CIBC Private Wealth Management since 2002. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a collaborative investment process leveraging internal teams and committees to create customized portfolios and managed account programs, with a notable focus on portfolio management for investment companies and a higher advisor-to-assets ratio compared to peers.

Scott Vogg is a CFA® charterholder and holds a Series 65 license with 25 years of industry experience. He has been with Stein Roe Investment Counsel, Inc. since 2008. He is based in Chicago, IL, and is affiliated with CIBC Private Wealth Advisors, Inc. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm uses a combination of internal investment teams and external managers to create customized portfolio solutions and offers access to options strategies and coordinated Family Office services for complex needs.

Brian Lopez is a financial advisor with CIBC Private Wealth Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His work history includes roles at CIBC World Markets Corp., Boston Private Wealth LLC, and Sentinel Securities, Inc. He serves as a trustee for the South Bedford Condominium Trust in Waltham, MA. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers a range of portfolio management and planning services, utilizing a combination of proprietary and external managers, and is notable for managing a high asset-to-advisor ratio and serving investment company clients.

Matthew Roma is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, holding Series 63 and Series 65 credentials with 14 years of industry experience. He has worked at CIBC Private Wealth Advisors since 2018 and previously held roles at Cedar Capital, LLC and Foreside Fund Services, LLC. CIBC Private Wealth Advisors provides a wide range of investment advisory and wealth management 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 deliver customized portfolios and managed account programs, with notable scale and involvement in investment company portfolio management.

Sean Dobbins is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL, with 22 years of industry experience. He has held positions at Atlantic Trust Investment Advisors, Inc., Gnv Advisors, LLC, and Geneva Investment Management of Chicago, LLC prior to joining CIBC in 2017. He holds the Series 63 and Series 65 designations. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team with governance committees to deliver customized portfolio management, utilizing both proprietary and external strategies, and serves notable investment company clients.

Susan Farris is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. in Boston, where she has worked since 2014. She holds the Series 63 designation and focuses on wealth advisory services within a large enterprise firm. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal investment teams and governance committees to create customized portfolios using a mix of proprietary and external strategies, managing approximately $67.8 billion in assets.

Ryan Lestrange is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL, holding a Series 66 designation and bringing 13 years of industry experience. His previous roles include positions at Brinker Capital, Orion Portfolio Solutions, and SEI Investments Distribution Co. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines in-house and external managers to deliver customized portfolio management and coordinated family office services, managing approximately $67.8 billion in assets with a notably high assets-under-management per advisor ratio.

Matthew Lohr is a CFP® and holds a Series 66 license with six years of industry experience. He is currently a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL. His prior roles include positions at Morningstar, Inc. and Charles Schwab. CIBC Private Wealth Advisors offers investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal investment teams, relationship managers, and governance committees to provide customized portfolio management, financial planning, and access to specialized strategies including options and structured notes.

Sean Brophy is a financial advisor at CIBC Private Wealth Advisors, Inc. in Boston, MA, holding a Series 65 designation. He has been with CIBC Private Wealth since 2014. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, and investment companies. The firm offers customized portfolio management, financial and estate planning, and coordinated Family Office services, utilizing a governance structure and combining proprietary and external strategies in its investment approach.

John Craig is a financial advisor at CIBC Private Wealth Advisors, Inc. based in San Francisco, CA. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Prior to joining CIBC, he worked at Wells Fargo Investments, LLC for 25 years. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal teams and external managers to deliver customized portfolio management, including discretionary and non-discretionary services, and offers access to various strategies such as options hedges and structured notes.

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.

Halsey Schreier is a financial advisor at CIBC Private Wealth Advisors, Inc. in West Palm Beach, FL. He holds the Series 65 designation and has been with CIBC Private Wealth since 2016. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm uses a combination of internal investment teams, relationship managers, and governance committees to deliver customized portfolio management and planning services, and it manages a substantial asset base with relatively high assets under management per advisor.

Andrew Golden is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with CIBC Private Wealth Management since 2010. CIBC Private Wealth Advisors serves a broad range of clients including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers customized portfolio management, financial and estate planning, and access to sophisticated strategies, supported by internal investment teams and governance committees.

Joseph Locke is a financial advisor with CIBC Private Wealth Advisors, Inc. in Chicago, IL, holding the ChFC® designation and Series 63 and 65 licenses. He has 27 years of industry experience and has worked at AT Investment Advisers Inc., Geneva Advisors, LLC, and his own firm, Joseph J. Locke & Company, Ltd. Locke serves as successor trustee for two family trusts, managing asset disbursements according to trust instructions. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal investment teams with governance committees to deliver customized portfolios and managed accounts, offering proprietary and external strategies including options hedges and structured notes, and is noted for a high assets-under-management per advisor ratio and involvement with investment company clients.

Jennifer Man is a CFA® charterholder and holds a Series 65 license with 25 years of industry experience. She has been with CIBC Private Wealth Advisors, Inc. since 2001 and also has a 20-year tenure at Stein Roe Investment Counsel, Inc. based in San Francisco, CA. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a multi-disciplinary investment process involving internal teams and committees to create customized portfolios and managed account programs, combining proprietary and external strategies.