Kevin Jackson is a CFP® professional based in Chicago, IL, with 14 years of industry experience. He has been with HighTower Advisors and HighTower Securities since 2016. HighTower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment strategies.

Jason Spears is a financial advisor with Eagle Strategies (NY Life) based in Chicago, Illinois. He holds the ChFC® and Series 63 designations and has 14 years of industry experience. He has been with Eagle Strategies since 2018 and has concurrently worked with NYLIFE Securities LLC and New York Life Insurance Company since 2016. Outside of his advisory role, he is a member of Sphere Global Logistics, LLC, a company involved in freight transportation, and is engaged in buying and rehabbing distressed homes through Spears & Co., LLC. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate and charitable clients. The firm offers various advisory services and emphasizes tailored recommendations, primarily managing assets on a non-discretionary basis and maintaining fiduciary responsibilities particularly in retirement plan consulting.

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.

Tessa Yeager is a Series 65-licensed advisor at Corient with experience beginning in 2023. Her prior work includes roles at Blended, Target, CI BDF Private Wealth, and HH Financial Planning. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach incorporating both in-house strategies and third-party manager solutions, with continuous portfolio monitoring and risk management.

Peter Lee is a financial advisor at Corient with 20 years of industry experience and holds a Series 66 license. His prior roles include positions at Barclays Capital Inc., Lehman Brothers Inc., and Summit Trail Advisors LLC. He also serves as an advisor to the board of the Solder True Life Foundation. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs risk management tools and continuous portfolio monitoring.

Dimitre Ivanov is a financial advisor at Corient with 24 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Summit Trail Advisors, LPL Financial, Banc West Investment Services, Bank of the West, and UBS Financial Services. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm utilizes a goals-based, team investment approach that incorporates in-house strategies, third-party managers, and risk management tools to align portfolios with client objectives.

Aoifinn Devitt is a CFP® with four years of industry experience currently serving at Moneta Group Investment Advisors, LLC. Prior to joining Moneta in 2021, he worked at Federated Homes, CHIPABF, and Clontarf Capital. He is also the founder of Fiftyfaces Productions Ltd, a podcast production company focused on sharing diverse perspectives from investment professionals. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients with portfolio management, financial planning, and family office services. The firm uses a Partner-led Team model supported by a centralized Investment Department, emphasizing diversified, multi-asset allocations and ongoing monitoring.

Joseph Nogal is a financial advisor at William Blair with 13 years of industry experience. He has been with William Blair since 2017 and previously worked at Goldman Sachs & Co. from 2012 to 2017. He holds Series 63 and Series 65 licenses. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm uses an active, research-driven approach across multiple asset classes and offers proprietary models and access to private and co-investment opportunities.

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, holding Series 63 and Series 65 licenses with 23 years of industry experience. His prior roles include positions at Atlantic Trust Investment Advisors, Gnv Advisors, and Geneva Investment Management of Chicago. He has been with CIBC Private Wealth Advisors since 2017. 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 comprehensive investment process involving internal teams and committees to offer customized portfolios, combining proprietary and external strategies, with notable involvement in managing assets for investment company clients.

Annie Zhang is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has been with Citigroup-affiliated firms since 2007, including CitiBank since 2020. Outside of her advisory role, she owns and manages a business called China Kitchen in Chicago. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs and broker-dealer execution and custody services. The firm uses multi-asset, multi-manager strategies with internal oversight and provides a range of investment options, including separately managed accounts, mutual funds, ETFs, and alternative investments.

Scott Mckeever is a financial advisor with Equity Services, Inc. and Weyers McKeever Financial Partners, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with Equity Services and Weyers McKeever since 2015. Outside of his advisory roles, McKeever is involved in insurance sales, including annuities and fixed annuities, working as an agent for several insurance companies. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and combines long-term investment strategies with options for shorter-term trading, utilizing third-party asset managers and model portfolios.

Frank Carbonara is a financial advisor with Truist Advisory Services in Chicago, IL, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, J.P. Morgan Securities, and UBS Financial Services. Outside of his advisory work, he owns investment real estate in Wheaton, IL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation analysis, fiduciary support, and a manager-selection program implemented through discretionary and non-discretionary strategies with third-party platforms and oversight.

Ehidiame Eichie is a CFP® with four years of industry experience, currently serving at Focus Partners Wealth, LLC. Prior to joining Focus Partners Wealth, Eichie worked at Kovitz Investment Group Partners LLC, Mariner Wealth Advisors, Savant Wealth Management, and Envision Wealth Planning. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

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.

Sonu Varghese is a financial advisor with Carson Wealth holding a Series 65 credential and 10 years of industry experience. He has worked at Carson Group Investing since 2019 and previously spent six years at Convex Capital Management LLC. In addition to his advisory role, Mr. Varghese serves as an adjunct professor of mathematics at Harold Washington College. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a committee-driven investment approach and providing tailored solutions including custom indexing and alternative investments.

Mark Sagen is a CFA® charterholder and holds a Series 65 license with 15 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Connectus Wealth, RMB Capital Management, Calamos Wealth Management, and BMO Family Office. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs an investment approach that 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.

Jack Gentile is a financial advisor at William Blair in Chicago, IL, holding a Series 66 designation with three years of industry experience. He has been with William Blair since 2019, with intermittent periods as a student, and also worked briefly at MBS Textbooks and the Arlington Heights Park District prior to his current role. 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 emphasizes active, research-driven management across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Diego Wanderley is a financial advisor at Hightower Advisors with six years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Morgan Stanley Private Bank and Fifth Third Bank. His background also includes roles outside the financial sector, such as at California Pizza Kitchen. Hightower Advisors provides investment advisory and planning services to a diverse client base including individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management and planning services.

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.