Jake Clemens is a CFP® and CFA® with eight years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2021, and previously was at Beacon Trust from 2017 to 2020. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation, manager selection, and proprietary quantitative screens to build client portfolios and offers a range of services including financial planning, retirement plan consulting, and access to alternative and private-market investments.

Yan Krasov is a financial advisor at William Blair with 23 years of industry experience. He has been with William Blair & Company since 2006. Krasov holds Series 63 and Series 66 credentials. 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 active, research-driven management across multiple asset classes and offers proprietary models and access to private funds and co-investment opportunities.

Raymond Dubeau is a financial advisor at CIBC Private Wealth Advisors, Inc. with 22 years of experience in the industry. He has been with CIBC Wood Gundy and CIBC Private Wealth since 2004 and holds the Series 65 designation. CIBC Private Wealth Advisors provides investment advisory and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines in-house investment expertise with external managers to offer customized portfolios, model portfolios, and managed account programs, including options strategies and Family Office services for complex client needs.

Sophia Yudkowsky is a financial advisor at Mesirow Financial Investment Management, Inc. in Chicago, IL, with eight years of industry experience. She holds the Series 66 designation and has been with Mesirow Financial, Inc. since 2017. Sophia serves on the Myra Rubenstein Weis Leadership Board, focusing on educating and empowering people to make informed decisions to prevent hereditary cancers. Mesirow Financial Investment Management, Inc.’s Wealth Management division offers discretionary and non-discretionary investment management and financial planning services to private individuals, institutional clients, and government entities. The firm utilizes a comprehensive investment process that includes setting asset allocation targets, due diligence on various investment vehicles, and access to proprietary private investment products.

Mathew Kraines is a CFP® professional affiliated with Hightower Advisors, based in Chicago, IL, with two years of industry experience. His prior roles include positions at The Bahnsen Group, US Bank Wealth Management, RBC Wealth Management, and Xcel Energy. He also served with American Legion Post 580 for five years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Robert Ochenkowski is a CFA® charterholder based in Chicago, IL, with one year of industry experience. He previously worked at Altair Advisers, Fiducient Advisors, and Northern Trust. He has been associated with Th Colony Group, LLC since 2014. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management and advisory services. The firm’s investment approach 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.

Thomas Peterson is a financial advisor with Eagle Strategies (NY Life) based in Oak Park, Illinois, holding the CFP® and ChFC® designations with 25 years of industry experience. He has been affiliated with Eagle Strategies since 2009 and New York Life entities since 2008. Peterson also operates Peterson Financial Group, LLC, under which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm primarily manages assets on a non-discretionary basis and offers tailored advisory solutions through multiple program types within an integrated New York Life affiliate structure.

Andrea Conway is a CFP® professional at Focus Partners Wealth, LLC with one year of industry experience. She has held prior roles at Kovitz Investment Group Partners, RBC Wealth Management, St. Olaf College, and Dundee Crown High School. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a broad array of 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 within an enhanced open architecture framework.

Scott Urbanski is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has worked at Hightower Advisors and HighTower Securities since 2019 and previously spent 15 years at Sanford C. Bernstein. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, charitable organizations, and pension plans. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers through programs that use proprietary research and incorporate a range of investment vehicles.

Samuel Hacker is a financial advisor at Corient with a Series 65 designation and three years of industry experience. His background includes roles at Corient Services LLC, CIPW Service Company, CI BDF Private Wealth, Motorola Solutions, and Edible Arrangements, along with an academic tenure at Indiana University–Bloomington. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house security analysis with third-party manager solutions and customized asset allocation, and it offers specialized services such as family office, tax, and trustee offerings through affiliates.

Benjamin Fernandez is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. in Chicago, IL. His prior roles include positions at Charles Schwab, Cambridge Investment Research Inc., Gugliuzza Law, P.C., and BMO. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly, distinguishing its approach from many enterprise wealth managers.

Douglas Nardi is a CFA® charterholder with 25 years of industry experience, currently affiliated with Cerity Partners LLC in Chicago, IL. He has been with HPM Partners LLC since 2010. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm provides a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing customized, diversified portfolios and proprietary quantitative screening.

Edgardo Devariel is a financial advisor at William Blair with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at William Blair since 2017, with a three-year tenure at Pritzker Private Capital and prior experience at Ernst & Young. 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.

Gilbert Fitzgerald is a financial advisor at William Blair with five years of industry experience. He holds a Series 66 designation and has worked at William Blair since 2020. His prior experience includes roles at Discover Financial Services and a position at Indiana University-Bloomington. 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 management approach across multiple asset classes and provides proprietary models, third-party sub-advisers, and access to private funds through its MB Investments Program.

Daniel Leibforth is a financial advisor with Citigroup Global Markets in Chicago, IL, holding a Series 66 license and 14 years of industry experience. He has been with Citi since 2012. Outside of his advisory role, he manages DLJB Ventures LLC and 532 Capital LLC, where he focuses on investment and real estate opportunities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, 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 derivatives services.

Jason Sternberg is a CFP® professional with experience across real estate and financial services. He currently works at Corient and previously held roles at Vivaldi Capital Management, Peak Realty, and ICM Properties. He is based in Chicago, IL. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and risk management tools.

Griffin Lau is a Certified Financial Planner (CFP®) and holds a Series 66 license with five years of industry experience. He is currently with Corient, where he has worked for one year, following previous roles at Vivaldi Capital Management, RBC Capital Markets, Wells Fargo, and Ameriprise Financial. 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 approach combining in-house strategies with third-party managers, incorporating risk management tools and alternative investments as appropriate.

John Roessler is a CFP® credentialed financial advisor at Focus Partners Wealth, LLC with 22 years of industry experience. His prior roles include positions at Kovitz Securities, LLC and Kovitz Investment Group Partners, LLC, as well as earlier tenures at Firstwave Financial Inc and Budros, Ruhlin & Roe. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Jake Bernarde is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds the Series 66 designation and previously worked at Northwestern Mutual Investment Service LLC and Robert Mohr. Bernarde’s background also includes roles at Hillcrest Builders and Allar Unlimited. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and serving as a swap dealer and futures commission merchant.

Stephanie Feldman is an advisor at Mesirow Financial Investment Management, Inc. with 13 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Mesirow Financial since 2013. Outside of her advisory role, Feldman serves as Co-Treasurer for the parent organization of Solomon Schechter Day School, a nonprofit private elementary school. Mesirow Financial Investment Management, Inc. provides discretionary and non-discretionary investment management and financial planning services to private individuals, institutional clients, and government entities. The firm employs both third-party managers and proprietary investment products, focusing on diversified portfolios that include mutual funds, equities, fixed income, ETFs, and alternatives.