Jacquelyn Coleman is a financial advisor at Schwab Wealth Advisory with 17 years of industry experience. She holds Series 63 and Series 65 credentials. Prior to joining Schwab Wealth Advisory, she worked at Northwestern Mutual Investment Management and several other firms. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm uses Charles Schwab & Co.’s asset-allocation models and research tools, offering tailored recommendations reviewed at least annually.

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 in Chicago, IL, holding a Series 65 credential with three years of industry experience. She previously worked at RITA Corporation for six years before joining Cerity Partners in 2023. Cerity Partners advises a diverse client base including high-net-worth individuals, families, institutions, and business entities, managing approximately $166.2 billion in client assets as of the end of 2025. The firm employs a client-specific investment approach that integrates proprietary quantitative screening and direct security selection, offering customized wealth management services and access to alternative and private market solutions.

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®-credentialed financial advisor with 14 years of industry experience. He is currently with Rockefeller Financial LLC, where he has been since 2025. His prior experience includes ten years at Bank of America, N.A. and Merrill, as well as two years at UBS Financial Services. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations, offering both discretionary and non-discretionary portfolio management along with financial planning and consulting. The firm operates a unique integrated platform that includes broker-dealer services, placement of alternative investments, and a range of personalized portfolio solutions.

Ryan Keenan is a financial advisor with Citigroup Global Markets Inc. He holds Series 63 and Series 66 registrations and has 10 years of industry experience. Prior to joining Citigroup in 2025, he worked for JP Morgan Securities, LLC and JP Morgan Chase Bank from 2017 to 2025, and also had a role at Stevee Mengyan in 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm employs internal standards and oversight committees to select and monitor managers, while also maintaining in-house research and engaging in market roles such as swap dealing and futures commission merchant activities.

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 12 years of industry experience. He holds Series 66 and Series 63 credentials. His prior experience includes roles at Cresset Asset Management, LLC and J.P. Morgan Securities and Chase Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and is notable for its combination of large institutional scale and specialized market roles.

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 with five years of industry experience, currently serving as a financial advisor at William Blair. He has previously held roles at Larix Capital Partners, where he was a co-founder and board member, the EOM Group, and TLP Management. Hoffman also serves as an independent director on the board of The Agnew Company, a single-family office. 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 portfolios, third-party sub-managers, and private fund opportunities.

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 with TIAA-CREF in Chicago, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Merrill, Edward Jones, and PNC Investments. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed accounts, and broker-dealer services to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers model portfolio management as well as customized portfolio solutions and acts as adviser to a donor-advised fund.