David Venegas is a financial advisor at Focus Partners Wealth, LLC with 32 years of industry experience. He holds Series 63 and Series 66 designations. His work history includes roles at The Colony Group, LLC, InterOcean Capital Group, Citigroup, Fifth Third Bank, Optionsxpress, Inc., and Charles Schwab. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Amit Dhawan is a CFA® charterholder with 22 years of industry experience. He has worked at CIBC Private Wealth Advisors, Inc. since 2017 and previously held roles at Atlantic Trust Investment Advisors, Gnv Advisors, and Geneva Investment Management of Chicago. Located in Chicago, IL, he holds a Series 63 license. CIBC Private Wealth Advisors serves a wide range of clients, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers portfolio management, financial and estate planning, and Family Office services, combining proprietary strategies and external managers within a governance structure involving investment committees.

Lora Carlon is a financial advisor at Oppenheimer with 32 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2005. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory approaches spanning equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary management.

James Barasa is a financial advisor with CIBC Private Wealth Advisors, Inc. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Prior to joining CIBC in 2017, he worked at AT Investment Advisors, Inc., Gnv Advisors, LLC, and Geneva Investment Management of Chicago, LLC. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team and governance committees to create customized portfolios using proprietary offerings and external managers, notably managing assets for several CIBC Atlas funds.

Adam Boersma is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 licenses and has 16 years of industry experience. He has worked at Citigroup since 2017 and previously at Geneva Advisors LLC from 2015 to 2017. Based in Chicago, IL, he provides advisory services within a leading global financial institution. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains several market roles including acting as a swap dealer and futures commission merchant.

Andrew Phillips is a financial advisor at Citigroup Global Markets with two years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. before joining Citigroup. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles and provides bespoke discretionary solutions for large relationships.

Adolfo Alvarez is a financial advisor with Valic Financial Advisors in Chicago, IL, holding Series 65 and Series 63 licenses and possessing 11 years of industry experience. He has worked at Valic Financial Advisors in various capacities since 2015 and has also served in a role with the City of Chicago. Outside his advisory work, he is involved as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and centralized technology to manage assets at scale.

Christopher Smulski is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has 21 years of industry experience, including roles at Wells Fargo Advisors and Wells Fargo Clearing. He serves as a board member for Saint Mary of the Angels Catholic School in Chicago, providing consultation on school-related issues. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary manager relationships supported by third-party platforms and delivers proprietary research and supervisory oversight through its Investment Advisory Group.

Alexander True is a Series 65 licensed advisor at Corient in Chicago, IL, with one year of industry experience. He has prior experience at Vivaldi Capital Management, Holl Financial Services, and Charles Schwab & Co., Inc. before joining Corient. 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 uses a goals-based, team approach to portfolio management, combining in-house strategies with third-party managers and specialized offerings through affiliates.

Sofia Mondragon Castillo is a financial advisor at Citigroup Global Markets with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at JPMorgan Securities LLC and JPMorgan Chase Bank NA. Citigroup Global Markets serves a broad range of individual and institutional clients, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and security pricing, and provides a variety of advisory, execution, and custody services.

Bridgid Kyle is a financial advisor with CIBC Private Wealth Advisors, Inc. in Chicago, IL. She holds Series 63 and Series 65 designations and has 30 years of industry experience. Her 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 individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a collaborative investment process and offers a range of services including portfolio management, financial and estate planning, manager selection, and coordinated Family Office services.

William Escamilla is a CFP® with 40 years of industry experience. He has worked at William Blair and Company, L.L.C. since 2004 and at Deutsche Bank Securities Inc. since 2001. He is based in Chicago, IL, and 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 employs an active, research-driven approach across equities, fixed income, and alternative strategies, offering proprietary models and access to private funds through its MB Investments Program.

Daniel Boldon is a CFP® professional with two years of industry experience, currently serving at Corient in Chicago, IL. His prior roles include positions at Gofen and Glossberg, Societe Generale, and Deutsche Bank. Boldon has been with Corient since 2022 and has experience spanning both advisory and financial services firms. 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 corporations. The firm uses a goals-based, team investment approach combining internal security and fixed-income strategies with third-party solutions and employs risk management tools and stress testing to align portfolios with client objectives.

Kellin Mcgowan is a financial advisor with Citigroup Global Markets in Chicago, holding a Series 66 designation and three years of industry experience. Prior to joining Citigroup, he held roles at CASA and Every Campus a Refuge and worked in various positions at the University of Chicago and other organizations. Citigroup Global Markets serves individual and institutional clients across wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles including in-house research and derivatives services.

Ryan Ross is a financial advisor with Hightower Advisors in Chicago, holding a Series 66 license and 19 years of industry experience. He previously worked for Wayne Hummer Investments for 11 years before joining HighTower Securities, LLC, where he has been since 2018. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting.

Mark Wheeler is a CFA® charterholder with 24 years of industry experience and has been with William Blair since 2009. He is based in Orland Park, IL, and holds the 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 employs an active, research-driven approach across various asset classes and provides access to proprietary models, third-party sub-managers, and private fund opportunities.

Joel Frasor is a financial advisor at TIAA-CREF with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Nuveen Securities, LLC since 2021. Frasor has been with TIAA and TIAA-CREF since 2012. TIAA-CREF Individual & Institutional Services offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with ties to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory model separates one-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund sponsored by Charityvest.

Darryl Stuckey is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and two years of industry experience. His prior work experience includes roles at Citi Bank, JPMorgan Chase & Co., and Xavier University. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and derivatives services.

Jeffrey Church is a financial advisor at Oppenheimer with 39 years of industry experience. He has been with Oppenheimer since 2003. He holds Series 63 and Series 65 licenses. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs, offering a wide range of investment programs including asset management, consulting, and retirement services. The firm provides both discretionary and non-discretionary portfolio management across equity, balanced, and fixed-income strategies, with a notable portion of assets managed on a non-discretionary basis.

Eliza Simsic is a financial advisor at William Blair with eight years of industry experience. She holds a Series 66 designation and has held previous positions at Northern Trust and Morgan Stanley. 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 various asset classes and provides proprietary models and access to private funds and co-investment opportunities.