Jack Bertke is a financial advisor with Oppenheimer, holding a Series 66 designation. He began his advisory career at Oppenheimer in 2026 after completing his studies at Michigan State University. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of investment programs and advisory services across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management.

Jacquelyn Coleman is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her career includes roles at Northwestern Mutual Investment Management and Charles Schwab. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, focusing on financial reviews, retirement planning, and investment recommendations using Charles Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and differs from many enterprise wealth managers in its fee structure and client service model.

Lev Aviv Shuber is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and nine years of industry experience. He has been with CitiBank since 2012, accumulating a total of 14 years in the firm. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad 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 research, security pricing, and derivatives services.

Kate Elisha is a financial advisor at William Blair with five years of industry experience. She holds a Series 66 designation and has been with William Blair since 2019, following two years working at Trifecta Grill and four years in full-time education. 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 proprietary models, third-party sub-advisers, and access to private funds through its MB Investments Program.

Ariella Masters is a financial advisor at Cerity Partners LLC with three years of industry experience. She holds a Series 65 designation and previously worked at RITA Corporation for six years. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Walter Parenti is a ChFC® with 39 years of industry experience, currently serving at Equity Services, Inc. since 1986. He has worked with National Life of Vermont since 1987. Outside of his advisory role, he is a part-owner of commercial and mixed-use real estate with his family. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and combines primarily long-term investment strategies with options for shorter-term trading and specialized instruments.

Dean Turner Jr. is a CFP® with 13 years of experience in the financial industry. He is currently with Rockefeller Financial LLC and Rockefeller Capital Management since 2025. Prior to this, he worked for Bank of America, N.A. and Merrill for ten years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Ryan Keenan is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JP Morgan Securities, JP Morgan Chase Bank, Stevee Mengyan, and Northwestern Mutual Investment Services. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains significant in-house research and market roles, distinguishing it within the industry.

Anthony Carter is a financial advisor at Voya Financial Advisors, Inc. with the ChFC® designation and four years of industry experience. His prior roles include positions at Charles Schwab Bank, Merrill, J.P. Morgan Securities, Baird, and Fidelity Investments. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a variety of financial planning and portfolio management services through multiple program structures, emphasizing recommendation-based, non-discretionary arrangements.

Mathew Klody is a CFA® charterholder with seven years of industry experience. He is currently an advisor at Rockefeller Financial LLC and has previously worked at Whitnell & Company and Keebeck Wealth Management LLC. Klody also serves as an adjunct professor at the University of Notre Dame, where he teaches an Applied Private Equity course. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of investment management and financial planning services, combining discretionary and non-discretionary portfolio management with broker-dealer capabilities and a consolidated investment platform.

Andrew Bloom is a financial advisor with Oppenheimer in Chicago, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at B. Riley Wealth Advisors, B. C. Ziegler And Company, Morgan Stanley, and Citigroup Global Markets. He serves as treasurer for the Highland Park Community Nursery School. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of investment and consulting services through both discretionary and non-discretionary accounts, maintaining custody of client assets while operating its broker-dealer and advisory businesses.

Matthew Sullivan is a financial advisor at William Blair with seven years of industry experience. He holds the Series 66 designation and has been with William Blair since 2016, with a brief interruption in 2018. Based in Chicago, IL, he is part of a team of 322 advisors at the firm. 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 follows an active, research-driven investment approach across equities, fixed income, and alternative strategies and offers proprietary models and access to private funds and co-investment opportunities.

Tyrone Stephens is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds the Series 66 and Series 63 designations. His prior experience includes roles at Cresset Asset Management, LLC, and J.P. Morgan Chase Bank and Securities. 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 specialized market roles, providing a broad range of advisory and execution services.

Christopher Mcdonald is a CFP® professional with 13 years of industry experience. He has been with Eagle Strategies (NY Life) since 2016 and holds securities registrations through Nylife Securities LLC and New York Life Insurance Co. His other business activities include insurance brokering for non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kate Jonynas is a CFP® professional with 17 years of industry experience. She has worked at Kovitz Securities, LLC and Kovitz Investment Group Partners, LLC for over a decade and joined Focus Partners Wealth, LLC in 2026. Jonynas also held a role at Foreside Financial Services, LLC. 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 emphasizes long-term, tax- and fee-sensitive portfolio construction using an enhanced open architecture framework that combines active and passive strategies, third-party managers, and private funds.

Raveen Rathi is a Series 66-licensed financial advisor with Rockefeller Financial LLC in Chicago, IL. He has three years of industry experience, including prior roles at Moelis & Company LLC and consulting work at Point B. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, operating with a Private Advisor model and a consolidated investment platform that provides discretionary and non-discretionary solutions across various asset classes.

Isidora Lagos is a financial advisor at William Blair with 24 years of industry experience. She holds a Series 66 designation and has been with William Blair & Co., L.L.C. since 2000. 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, access to private funds, and co-investment opportunities.

Alexandra Keelty is a CFP® and holds a Series 65 license with 10 years of industry experience. She currently serves at Corient and has previously worked at Balasa Dinverno Foltz LLC. 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 uses a goals-based, team investment approach combining in-house strategies with third-party solutions, continuously monitoring portfolios through risk management tools and may incorporate alternative investments and private fund allocations where appropriate.

Robert Hoffman is a CFA® charterholder and Series 63 licensee with six years of experience at William Blair and a total of four years in the financial industry. He previously worked at Larix Capital Partners and EOM Group, and served over a decade at TLP Management. Hoffman is a board member of The Agnew Company, a single-family office, and also serves on the board of Larix Capital Partners, a search fund he co-founded. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm utilizes an active, research-driven approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Joel Chery is a financial advisor with TIAA-CREF in Chicago, IL, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Merrill, Wells Fargo Clearing Services, and Morgan Stanley. Outside of his advisory work, he owns Harbor Yachts, a fractional boat lease business, and serves as a board member of St. Bernard's High School. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals with existing employer retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm provides both point-in-time planning and ongoing portfolio management under a fiduciary standard, utilizing a vertically integrated approach that includes affiliated funds and donor-advised fund services.