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.

Magdalena Woroniecki is a CFP® with 22 years of industry experience, currently affiliated with The Huntington Investment Company. Her prior roles include positions at Ameriprise Financial Services, Sikich Capital Management, and Farmers Financial Solutions. She serves as a board member of the DuPage County Estate Planning Council, a professional organization focused on estate planning education and networking. The Huntington Investment Company provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm employs an open-architecture investment model that combines third-party and proprietary strategies, offering various wrap-fee programs through the Envestnet MAS platform.

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.

Joseph Tabet 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 2021. Prior to his current role, his work history includes positions at World of Beer, Local Tree Tech, and Alaska Pacific Seafoods. 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 through its MB Investments Program.

Susan Soderberg is a financial advisor at TIAA-CREF with six years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley and Riverstone Wealth Partners. Her background also includes roles in the Indian Prairie School District. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management through model portfolios and customized accounts.

James Myczek is a financial advisor at TIAA-CREF with 15 years of industry experience and holds a Series 66 designation. He previously worked at PNC Investments and PNC Bank before joining TIAA-CREF in 2018. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm also advises donor-advised funds and employs both model-based and customized portfolio management strategies under a fiduciary standard.

John Cultra is a CFA® charterholder with 28 years of industry experience. He has been with William Blair & Company L.L.C. since 1997. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients, employing an active, research-driven approach across equities, fixed income, and alternative strategies.

Michael Biggus is a financial advisor with VOYA Financial Advisors, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he is involved as an independent insurance agent and participates in buying and selling gold and silver products on eBay. VOYA Financial Advisors, Inc. serves a diverse client base, including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm provides a range of services such as financial planning, portfolio management, and plan-sponsor consulting, with a focus on non-discretionary advisory relationships and multiple program structures including wrap programs and third-party money manager access.

Colleen Mccaffery is a financial advisor with Truist Advisory Services based in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her prior experience includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing a blend of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Ruth Goran is a financial advisor at Cetera Planning Partners with Series 63 and 65 licenses and 24 years of industry experience. She previously spent 25 years at Avantax Planning Partners, Inc., and has been involved in accounting and tax practice since 1975. Outside of financial advising, she is president of Entertain2Educate, a company that develops original scripts for continuing education programs, and she holds several nonprofit board roles including treasurer positions. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, offering investment management, financial planning, Social Security optimization, and retirement advice. The firm integrates tax, bookkeeping, payroll, and estate-planning services within its diversified, document-driven investment approach.

David Harrison is a CFP® professional with 35 years of industry experience, currently serving as an advisor at NewEdge Advisors. He has held roles at North Star Investment Services, Inc., Mid Atlantic Financial Management, and Mid Atlantic Capital Corporation since 2003. In addition to his advisory work, he is president of an insurance business specializing in fixed annuities and life insurance, and he is president and 50% owner of Wealth Capital Partners, where he is involved in marketing, planning, and administration. NewEdge Advisors is a large registered investment adviser that serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services and employs multiple program structures combining in-house manager selection with third-party strategies, supported by centralized due diligence and technology tools.

Carmen Cheung is a financial advisor at Citigroup Global Markets with six years of industry experience. She is based in Chicago, IL, holds Series 65 and Series 63 licenses, and has been with Citigroup since 2015. Outside of her advisory role, she works as a wedding emcee. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by in-house research and specialized market roles.

Alisa Ciccone is a financial advisor at William Blair with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with William Blair & Company L.L.C. since 1999. 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.

Kathryn Novak is a financial advisor at William Blair with one year of industry experience. She holds a Series 66 designation. Prior to joining William Blair, she worked at Bucknell University and Mattawan Highschool. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, including high-net-worth clients, as well as foundations, pension, and corporate clients. The firm employs an active, research-driven investment approach across multiple asset classes and provides access to proprietary models and private fund opportunities.