Andrew Bloom is a financial advisor at Oppenheimer with 24 years of industry experience. He holds a Series 66 designation and previously worked at B. Riley Wealth Advisors and B. Riley Wealth Management. Outside of his advisory role, he serves as Treasurer for the Highland Park Community Nursery School, which provides daycare services to local residents and employees. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, retirement services, and financial planning. The firm employs strategic and tactical asset allocation and manager selection to construct client solutions, with a mix of discretionary and non-discretionary programs.

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® with 17 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Kovitz Securities, and Foreside Financial Services. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies within an enhanced open architecture framework.

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 three years of industry experience, currently with Rockefeller Financial LLC since 2025. Prior to this, he worked at Moelis & Company LLC for two years and has held roles at Duke University, Point B, and IBM. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, combining discretionary and non-discretionary solutions alongside broker-dealer services and alternative investment placement.

Isidora Lagos is a financial advisor at William Blair with 23 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, and institutional clients. The firm employs active, research-driven management across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private fund 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.

Jennifer Frahm is a financial advisor at Empower Advisory Group with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been associated with GWFS Equities, Inc. and Great West Life & Annuity Insurance Company since 2009. Outside of her advisory role, she teaches financial fluency to high school students and medical students at the University of Illinois Medical School through her initiative, Intentional Investment Education. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

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 worked with Voya Financial Advisors since 2014. Outside of his advisory role, he is an independent insurance agent and is involved in buying and selling gold and silver on eBay for personal purposes. Voya Financial Advisors serves a diverse client base including individuals, institutions, and retirement plan sponsors, providing financial planning, portfolio management, and consulting services. The firm offers multiple program structures with a focus on non-discretionary advice and operates as both a registered investment adviser and a broker-dealer.

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.

David Harrison is a CFP® with 34 years of industry experience, currently serving as an advisor at NewEdge Advisors since 2021. He has worked in the financial services sector since 2003, including roles at North Star Investment Services and Mid Atlantic Financial Management. Outside of advisory work, he is president of Fixed Annuities & Life Insurance and Wealth Capital Partners, where he is involved in marketing, planning, and administration. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning. The firm employs a variety of analytic approaches and emphasizes regular portfolio reviews and oversight to manage trading incentives and conflicts of interest.

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.