Jordan Sheiner is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL. He has been with CIBC Private Wealth Management since 2017 and previously worked at Geneva Advisors, LLC. CIBC Private Wealth Advisors offers investment advisory and wealth management services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines proprietary and external management with a governance structure to deliver customized portfolios and manages approximately $67.8 billion in assets with 175 advisors.

Jon Henderson is a CFA® charterholder with 25 years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. since 2018. Prior to joining CIBC, he worked at Atlantic Trust for 13 years. He is a Co-Trustee of several Horton Trusts, including Family Trusts and Charitable Remainder Trusts, a role he has held since 2011. 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 internal teams and committees, delivering customized portfolios and specialized strategies, and manages approximately $67.8 billion in assets with 175 advisors.

Andrew Zogby is a financial advisor with William Blair in Chicago, holding a Series 66 designation. He has been with William Blair since 2023, with prior experience that includes roles at Miami University and Lou Malnati's Corporate Office. 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 multiple asset classes and provides access to a variety of proprietary models and private fund opportunities.

Joseph Quartey Jr. is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds the Series 66, Series 63, and Series 65 licenses and has been with Citigroup since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including operating as a swap dealer and futures commission merchant.

Bradley Buening is a financial advisor at First Command Advisory Services with three years of industry experience. He holds the Series 65 and Series 63 credentials and previously served 22 years in the United States Air Force before joining First Command in various capacities starting in 2023. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to select and manage model portfolios and third-party managers.

Scott Newhall is a financial advisor at CIBC Private Wealth Advisors, Inc. based in Chicago, IL. He holds the CFP®, CFA®, and Series 63 designations and has 23 years of industry experience. Before joining CIBC Private Wealth in 2024, he worked at Corient Services LLC and Segall Bryant & Hamill, LLC. 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 an internal investment team, relationship managers, and governance committees to deliver customized portfolios using both proprietary and external strategies, including options hedges and structured notes.

Tung Duong is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds Series 63 and Series 66 designations and has been employed at Citibank, N.A. since 2006. 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 operates with large institutional scale, providing discretionary and non-discretionary solutions along with specialized market roles such as swap dealing and futures commission merchant services.

Jordan Warners is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. Prior to joining Moneta, he worked at Northwestern Mutual in various capacities from 2020 to 2024. Outside of his advisory role, Warners is a 50% owner of Ulu Coffee LLC, a coffee farm and brand, and he teaches a general business class for entrepreneurs through the Good Food Accelerator in Chicago. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients with a range of portfolio management and family office services. The firm employs partner-led teams supported by a centralized investment department and offers diversified, multi-asset investment strategies alongside specialized services for uncommon institutional clients.

Kyle Dempsey is a financial advisor at William Blair with two years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs & Co for five years, as well as at FCI Advisors and Mariner Holdings. 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 employs an active, research-driven investment approach across equities, fixed income, and alternative strategies, providing proprietary model portfolios and access to private funds and co-investment opportunities.

Mary Anderson is a financial advisor with NorthCoast Asset Management LLC, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at Kovitz Investment Group Partners, Kovitz Securities, Foreside Financial Services, and Focus Partners Wealth. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm uses a quantitative and systematic investment approach with proprietary models and risk management techniques, offering a wide range of portfolio management strategies.

Robyn Hulfeld is a financial advisor with William Blair in Chicago, holding Series 63 and Series 65 licenses. She has 18 years of industry experience and has been with William Blair since 2010. 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 employs an active, research-driven approach across various asset classes and provides proprietary model portfolios along with access to private funds and co-investment opportunities.

Geno Manov is a financial advisor at Fifth Third Securities, Inc. based in Chicago, IL, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2017, also working with Fifth Third Bank since 2010. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers various managed account programs via the Passageway platform, providing access to multiple portfolio strategies and third-party managers.

Jay Weyers is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) based in Chicago, IL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 30 years of industry experience and has been with Weyers McKeever Financial Partners and Equity Services since 2015. Outside of his advisory work, he serves as a board member for a nonprofit organization, Pioneer Center for Human Services, and participates in church endowment fund committees. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading and specialized instruments.

Gary McMahon is a financial advisor at Equity Services, Inc. with 17 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. His prior roles include positions at MetLife Securities Inc., Mass Mutual Investors Services, and National Life. 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 utilizes multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading and specialized instruments.

Andrew Novak is a Certified Financial Planner® (CFP®) with 10 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Mesirow Financial, Inc., and Balasa Dinverno Foltz LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis, and offers a broad range of wealth management, financial counseling, and specialized investment solutions.

Bailey Nankin is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2018. Prior to joining Citigroup, he was affiliated with the University of Michigan. 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 maintains substantial in-house research and market roles, supporting complex, large-scale client needs.

Peter Kupferberg is a financial advisor at Corient with 29 years of industry experience. He holds a Series 65 designation and has worked at Corient and its related entities since 2022, following a 26-year tenure at Gofen and Glossberg, L.L.C. He is based in Chicago, IL. Corient provides investment advisory and financial planning services to a diverse client base including individuals, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that incorporates both in-house strategies and third-party solutions, with an emphasis on ongoing portfolio monitoring and risk management.

Aaron Heltsley is a financial advisor at Mesirow Financial Investment Management, Inc. with eight years of industry experience. He holds a Series 66 designation and previously worked at IRON Financial for six years. He is a founding investor in In-Game Action LLC, a sports media app focused on enhancing fan engagement through live game statistics and visualizations. Mesirow Financial Investment Management provides discretionary and non-discretionary investment management and financial planning services to individuals, institutional clients, and government entities. The firm uses a combination of quantitative and qualitative due diligence across various asset classes and offers access to proprietary private investment products alongside third-party managers.

Jared Kirschenbaum is a financial advisor at Mesirow Financial Investment Management, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Oppenheimer & Co. and Stifel Financial. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including private individuals, pension plans, government entities, and charitable organizations. The firm employs a disciplined approach that includes preparing Investment Policy Statements, setting asset allocation targets, and utilizing both third-party managers and proprietary investment products.

Moises Flores is a financial advisor at Empower Advisory Group with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWFS Equities, Inc. since 2013. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to selected IRA and retail brokerage account holders. The firm utilizes an integrated model aligned with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.