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 has worked at Altair Advisers, Fiducient Advisors, and Northern Trust, and has been involved with Th Colony Group, LLC since 2014. He is affiliated with Focus Partners Wealth, LLC, an enterprise firm serving individuals, families, institutions, and businesses with wealth advisory and investment management services. The firm employs a long-term investment approach that integrates active and passive strategies within a tax- and fee-sensitive framework and offers a broad range of financial and fiduciary services.

Neil Davies is a financial advisor at Creative Planning with seven years of industry experience. He holds Series 66 and Series 65 credentials. Prior to joining Creative Planning, Davies worked for Capital Strategies Investment Group for multiple periods spanning 2011 to 2024. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, tax-loss harvesting, and selective private market exposure while offering a range of institutional and fiduciary services.

Pete Pendleton is a financial advisor with Bankers Life Advisory Services, Inc. He holds the Series 66 designation and has one year of industry experience. Prior to joining Bankers Life Advisory, his work history includes roles at Foodliner Inc, YRC Freight Inc, and several other companies. Bankers Life Advisory Services, Inc. provides investment advisory and retirement plan consulting services primarily for mass-affluent and high-net-worth individuals. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across various asset classes with periodic reviews and rebalancing.

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 affiliated with Focus Partners Wealth, LLC in Chicago, IL. She joined Focus Partners in 2026 and has prior experience with Kovitz Investment Group Partners, LLC and RBC Wealth Management. Her background also includes five years at St. Olaf College and four years at Dundee Crown High School. Focus Partners Wealth provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm’s approach combines active and passive strategies within an enhanced open architecture framework, offering a range of discretionary and non-discretionary services along with various specialized investment programs.

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 Series 65-licensed financial advisor with Corient in Chicago, IL, and has two years of industry experience. His prior work includes roles at CIPW Service Company, CI BDF Private Wealth, and Motorola Solutions. Corient provides investment advisory and financial planning services to a diverse client base that includes 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 managers and employs risk management tools to align portfolios with client objectives.

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 at Citigroup Global Markets in Chicago, IL, holding a Series 66 designation with 13 years of industry experience. He has been with Citi since 2012. Outside of his advisory role, he is a managing member of DLJB Ventures LLC and 532 Capital LLC, where he dedicates time to investment and real estate activities. Citigroup Global Markets serves a broad range of individual and institutional clients, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm operates at large institutional scale with capabilities including derivatives and futures services, and provides bespoke solutions for high-net-worth clients.

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 CFP®-certified financial advisor with four years of industry experience, currently serving at Corient in Chicago, IL. His prior roles include positions at Vivaldi Capital Management LP, RBC Capital Markets, Wells Fargo, and Ameriprise Financial. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm utilizes a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and employs continuous portfolio monitoring and risk management tools.

John Roessler is a CFP® with 22 years of industry experience, currently serving at NorthCoast Asset Management LLC. His prior work includes roles at Focus Partners Wealth, Kovitz Securities, Kovitz Investment Group Partners, and Firstwave Financial Inc. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach, utilizing proprietary models and risk management techniques across a broad range of portfolio strategies.

Eric Grauer is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Creative Planning since 2021 and previously held roles at Raymond James Financial Services and Invesco. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by tactical options such as direct indexing and tax-loss harvesting.

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.