Mark Ziehr is a CFA® charterholder with 18 years of industry experience. He is currently with Corient in Chicago, where he has worked since 2024. Prior to joining Corient, he spent 16 years at Frontegra Strategies, LLC and 18 years at Frontier Partners, Inc. Ziehr serves as a public trustee for the Elmhurst Fireman's Pension Plan, assisting with plan administration and pension benefits for injured firefighters. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach with both in-house and third-party strategies, incorporating risk management tools and alternative investments where appropriate.

Joseph Tabet is a financial advisor at William Blair with Series 63 and Series 65 credentials and 41 years of industry experience. He has worked at William Blair since 2004 and has held positions at Mony Securities Corporation and Mutual of New York since 1991. 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 multiple asset classes and provides access to proprietary models, third-party sub-managers, and private funds.

Kristian Malcontento is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds a Series 66 designation and has worked previously at firms including J.P. Morgan Securities, U.S. Bancorp Investments, and Merrill. Outside of his advisory roles, he was involved with The Whiskey Hound from 2022 to 2025. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by extensive in-house research and a variety of proprietary oversight processes.

Thomas Morin is a Series 66-licensed financial advisor at Equity Services, Inc. with six years of industry experience. He previously worked at RSM US LLP and Illinois State University. Morin is also involved as an insurance agent and manages his own financial firm, Morin Financial LLC. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a diverse client base including individuals, corporations, and charitable organizations. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, combining long-term investment strategies with options for shorter-term trading.

Jake Clemens is a CFP® and CFA® with eight years of experience in financial advising. He has worked at Cerity Partners LLC since 2021 and previously was with Beacon Trust from 2017 to 2020. Based in Chicago, IL, Clemens has experience serving a range of client needs within enterprise-level advisory settings. Cerity Partners advises a broad client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and combines quantitative screening with direct security selection, alternative investments, and co-investment vehicles to meet client-specific investment profiles.

Yan Krasov is a financial advisor at William Blair with 24 years of industry experience. He has been with William Blair & Company since 2006 and previously worked at Banc One Securities Corporation. Krasov holds Series 63 and Series 66 licenses. William Blair’s Private Wealth Management division offers 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 active, research-driven management across various asset classes and provides 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, IL. He holds the CFP® and ChFC® designations and has 25 years of industry experience. Prior to joining Eagle Strategies in 2009, he worked at Ameriprise from 2002 to 2004. Peterson also operates Peterson Financial Group, LLC, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services emphasizing tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Andrea Conway is a CFP® certificant with one year of industry experience. She currently works at Focus Partners Wealth, LLC and has prior experience with Kovitz Investment Group Partners, LLC and RBC Wealth Management. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of 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 experience in the financial services industry. He is currently with Schwab Wealth Advisory Inc. and has also held roles at Charles Schwab & Co., Inc., Cambridge Investment Research Inc., Gugliuzza Law, P.C., and Valic Financial Advisors. He is based in Chicago, IL. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on Schwab’s asset-allocation models and internal research, offering tailored recommendations without discretionary trading authority.

Douglas Nardi is a CFA® charterholder with 26 years of industry experience. He is currently with Cerity Partners LLC and previously worked at HPM Partners LLC, 1919 Investment Counsel, LLC, and DWS Investment Management Americas, Inc. His background includes extensive investment management roles across several well-established firms. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, institutions, and business entities, managing approximately $166.2 billion in assets. The firm offers customized wealth management services and employs a client-specific investment framework that combines quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.

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.