Sanel Duranovic is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. He has held positions at firms including Charles Schwab, Transamerica Investors Securities Corporation, CITIGROUP, and USAA, contributing to his extensive background in financial planning and investment management. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations while allowing clients to make final trading decisions.

Aris Tatevosian is a financial advisor at Fifth Third Securities, Inc. with 24 years of industry experience. His prior work includes roles at J.P. Morgan Securities, Northwestern Mutual, Arlington Capital Management, and Country Financial. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through both advisory and brokerage services. The firm offers multiple investment programs on the Passageway Managed Account platform, providing options ranging from mutual fund and ETF models to separately managed accounts with tax-overlay and direct indexing strategies.

Jennifer Raketich is a financial advisor at William Blair with 11 years of industry experience. She holds a Series 66 credential and has worked at William Blair & Company since 2014. 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 various asset classes and offers proprietary models, third-party sub-advisers, and access to private funds through its MB Investments Program.

Mark Rosland is a financial advisor at Focus Partners Wealth, LLC with 25 years of industry experience. He holds the Series 66 designation and has worked previously at Kovitz Investment Group Partners, LLC and Kovitz Securities, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and employee benefit consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

David Jackson is a Series 65 licensed financial advisor with 21 years of industry experience. He has worked at Cresset Asset Management, LLC since 2019 and previously spent 18 years at Evanston Investments, Inc. Outside of his advisory role, Jackson owns and operates QB Innovations, a management consulting business, and serves as a trustee and board member of three private foundations. Cresset Asset Management, LLC manages approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, and institutions. The firm employs a diversified, asset-allocation-driven investment approach combining active and passive strategies, supported by a structured due-diligence program and multiple affiliated entities that provide a broad range of investment and advisory services.

Jasmyn Vickery is a CFP® professional at Corient with six years of industry experience. She has previously worked at Northwestern Mutual Investment Services LLC and several advisory firms. Outside of her advisory role, she mentors young adults on budgeting and cash flow issues through 3rd Decade and volunteers with Savvy Ladies, supporting women’s financial education. Corient provides investment advisory and financial planning services to a diverse client base, utilizing a goals-based, team investment approach that combines in-house strategies with third-party solutions and includes risk management and alternative investments.

Robert Fix is a financial advisor at William Blair with 55 years of industry experience. He holds Series 63 and Series 65 designations and has been with William Blair & Company L.L.C. since 1970. 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 multiple asset classes and provides access to proprietary models, third-party sub-advisers, and private investment opportunities.

Christopher Pontarelli is a financial advisor with Fifth Third Securities, Inc., holding a Series 66 designation and six years of industry experience. His prior work includes roles at Edward Jones and Competitive Property Solutions, LLC. He is based in Summit, Illinois. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and combines third-party portfolio managers with advisor-managed sleeves, featuring services such as direct indexing and tax-overlay strategies within a structure affiliated with Fifth Third Bank.

Margaret Myers is an advisor at Kestra Advisory with Series 63 and Series 66 licenses and seven years of industry experience. Her career includes roles at Kestra Advisory, Kestra Investment Services, Bridge Financial Technology, and Goldman Sachs & Co. She also works as an advisor at BlueLake Wealth Advisors, providing financial planning, investment management, and insurance services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm provides a range of services such as fiduciary consulting, plan-level investment advice, and employee education, supporting clients with a combination of proprietary and third-party managed solutions.

Cameron Grable is a CFP® professional with seven years of industry experience, currently serving at Schwab Wealth Advisory in Chicago, IL. Prior to joining Schwab Wealth Advisory in 2024, he worked for The Vanguard Group for six years. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations while leaving final trading decisions to clients.

Anne Conway is a financial advisor at William Blair with five years of industry experience. She holds a Series 66 designation and previously worked at Level Ex, Inc. and Oxford Financial Group. William Blair’s Private Wealth Management division provides 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 equities, fixed income, and alternative strategies, offering proprietary models and access to private funds and co-investment opportunities.

Madeline Pestine is a financial advisor at Oppenheimer with a Series 66 designation and no prior industry experience. Her background includes roles outside finance, such as working with the Jewish United Fund and Reverie Dance Academy. Oppenheimer serves a diverse client base including individuals, corporations, and charitable organizations, offering a wide range of advisory and brokerage services with both discretionary and non-discretionary investment management.

Jeremiah Lorenz is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at Fortis Investors for 19 years before joining Kestra Advisory and Partners Wealth Management in 2019. He is also involved in insurance product recommendations through BlueLake Wealth Advisors. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm supports a range of investment solutions including discretionary trading and serves large institutional investors, including sovereign wealth funds.

William Howson is a CFP® with ten years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2025. His prior roles include four years at HighTower Securities LLC and Bank of America, as well as experience at Merrill and The Vanguard Group. Mariner serves a diverse client base that includes individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal investment team and third-party managers, and provides enhanced tax and accounting integration as well as family office and employer financial wellness solutions.

Marty Pereira is a financial advisor with Kestra Advisory, holding CFP®, Series 65, and Series 66 credentials and over 23 years of industry experience. He has worked at Kestra Advisory since 2016 and previously held roles at Morgan Stanley Smith Barney and CSMG International Ltd. Pereira is also the Investment Advisor and Director of Research & Analytics for Partners Wealth Management, where he focuses on asset allocation and investment research. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm serves a broad client base including large institutional investors and sovereign wealth funds, and supports a range of investment platforms and third-party managed solutions.

Roman Ciosek is a financial advisor at Hightower Advisors with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with Hightower Advisors since 2010. The firm provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. Hightower emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers, along with proprietary research and various investment strategies.

David Pierce is a financial advisor at CIBC Private Wealth Advisors, Inc. based in Chicago, IL, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Atlantic Trust Investment Advisors, Gnv Advisors, LLC, and Geneva Investment Management. He is also the sole proprietor of Highland Investment Consulting, though currently with no active business. CIBC Private Wealth Advisors serves a broad client base including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team with relationship managers and oversight committees to create customized portfolios using both proprietary and external strategies, managing approximately $67.8 billion in assets across 175 advisors.

Kyle Richards is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Fidelity Investments and Best Version Media. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client involvement in investment model selection and provides oversight and due diligence on third-party advisory products.

Erich Heger is a financial advisor with PNC Wealth Management in Chicago, holding a Series 66 designation and 16 years of industry experience. His prior experience includes roles at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, featuring an invitation-only digital platform that utilizes algorithmic risk assessments and third-party managed investment strategies mainly composed of mutual funds and ETFs.

Jonathan Newkirk is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL. He holds a Series 65 designation and has seven years of experience, including roles at CIBC Wood Gundy, Hilker Corp, and Lewis Rice. 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 with external managers and offers a range of portfolio management and planning services, notable for its scale relative to advisor headcount and its involvement with investment company clients.