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.

Francis Williams is a financial advisor with Oppenheimer in Chicago, IL, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. He has worked at Oppenheimer since 2010, with prior roles at Stifel, Wells Fargo Clearing, and Prudential Equity Group. Outside of his advisory work, he manages a private company licensing intellectual property patents and serves as executor of an estate. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Sanjeev Joshi is a financial advisor at William Blair in Chicago, holding a Series 66 credential with one year of industry experience. He previously worked at Brown Advisory for seven years and UBS Asset Management for five years. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, and institutional clients. The firm pursues active, research-driven management across multiple asset classes and offers proprietary model portfolios and access to private funds through its MB Investments Program.

David Boon is a financial advisor at Oppenheimer with 28 years of industry experience. He has worked at Oppenheimer since 2009 and previously spent six years at UBS Financial Services. He holds Series 63, 65, and 66 licenses and serves as trustee of the David M. Boon Declaration of Trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs and advisory services, including equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management.

Lydia Lescht is a financial advisor at Rockefeller Financial LLC with 24 years of industry experience. She holds a Series 66 designation and has worked at Rockefeller Capital Management, J.P. Morgan Chase Bank, and J.P. Morgan Securities. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services, operates as a registered broker-dealer, and provides access to alternative investment vehicles through an integrated investment platform.

Conor Eagan is a CFP® with four years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC in Chicago, IL. He has been with Moneta Group since 2015. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm operates with Partner-led Teams supported by centralized research and investment guidance, emphasizing diversified, multi-asset allocations and ongoing monitoring.

Mark Frommer is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and totaling 38 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, Merrill, and Lehman Brothers. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of discretionary and non-discretionary advisory programs across equity, balanced, and fixed-income portfolios, with services including asset allocation, manager selection, and comprehensive consulting and retirement planning.

Ruben Zapata Jr. is a financial advisor with Fifth Third Securities, Inc. in Melrose Park, IL, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2009. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, offering multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.

Kimberly Dubord is a financial advisor at Cresset Asset Management, LLC in Chicago, IL, with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Cresset since 2017, following four years at J.P. Morgan Securities. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm uses a diversified, asset-allocation-driven approach combining active and passive strategies and employs a structured due-diligence program for manager selection and monitoring.

Mary Goesel is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory. She has held previous roles at Charles Schwab & Co., Facet Wealth, TIAA-CREF, Bank of America, Merrill, and Banc Of America Investment Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset-allocation models and research tools to tailor recommendations based on clients’ goals and risk tolerance.

Brandon Hoeft is a financial advisor at Hightower Advisors with one year of industry experience. He holds a Series 65 designation and serves on the advisory board for the School of Business & Entrepreneurship at North Central College, advising on curriculum and industry connections. Before joining Hightower Advisors, he was affiliated with Lewis University and North Central College. 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 plan consulting, with specific capabilities in managing cross-border exposures and institutional mandates.

Mary Ubik is a financial advisor at William Blair with 32 years of industry experience. She has been with William Blair & Company, L.L.C. since 2000. She holds Series 63 and Series 65 licenses. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm focuses on active, research-driven management across multiple asset classes and provides clients with proprietary models, third-party sub-advisers, and access to private funds and co-investment opportunities.

Jeffrey Condren is a financial advisor at Mesirow Financial Investment Management, Inc. with 16 years of industry experience. He holds the Series 66 designation and has been with Mesirow Financial since 2015. Outside of his advisory work, he serves as a board member for the Ravinia Music Festival and as secretary for the Phi Kappa Psi Chicagoland Alumni Association, contributing to both organizations through meeting participation and volunteer efforts. Mesirow Financial Investment Management’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to private individuals, institutional clients, and government entities. The firm employs both proprietary and third-party investment strategies, focusing on diversified portfolios that include mutual funds, equities, fixed income, ETFs, and alternative investments.

Isabella Klinowski is a Series 66-licensed financial advisor at Creative Planning with two years of industry experience. She previously worked at J.P. Morgan Securities and JPMorgan Chase Bank in various roles. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by private market investments and tax-efficient management.

Roger Suchy is a financial advisor with Fifth Third Securities, Inc. in Rosemont, IL, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. His prior roles include positions at Associated Investment Services, Inc. and Investment Professionals, Inc. before joining Fifth Third Securities and Fifth Third Bank in 2020. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options, including advisor-directed models and separately managed accounts, and is notable for its municipal-advisor registration alongside its affiliation with Fifth Third Bank.

Peter Crowell is a CFP® professional with six years of industry experience. He is currently with Focus Partners Wealth, LLC and has prior experience at Kovitz Investment Group Partners, Kovitz Securities, and Northern Trust. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate, and institutional clients, offering a comprehensive range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing both fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Stephanie Jamison is a financial advisor at Valic Financial Advisors with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Valic Financial Advisors since 2014. She also serves as an agent for non-securities insurance products through Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, offering discretionary managed-account programs, financial planning, and brokerage services.

Elissa Berger is a financial advisor at Cerity Partners LLC in Chicago, holding a Series 65 designation. She joined Cerity Partners in 2025 and has no prior industry experience, having completed her education recently. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services with an investment framework focused on client-specific profiles and asset allocation, combining proprietary quantitative methods and direct security selection.

Edward Chandler is a financial advisor at William Blair with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with William Blair since 2000. Outside of his advisory role, he is a partial owner of Towlease Properties, LLC, a real estate business. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and offers proprietary model portfolios, access to private funds, and a variety of sub-advisory arrangements.

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.