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.

Griffin Lau is a Certified Financial Planner (CFP®) and holds a Series 66 license with five years of industry experience. He is currently with Corient, where he has worked for one year, following previous roles at Vivaldi Capital Management, RBC Capital Markets, Wells Fargo, and Ameriprise Financial. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm uses a goals-based team approach combining in-house strategies with third-party managers, incorporating risk management tools and alternative investments as appropriate.

John Roessler is a CFP® credentialed financial advisor at Focus Partners Wealth, LLC with 22 years of industry experience. His prior roles include positions at Kovitz Securities, LLC and Kovitz Investment Group Partners, LLC, as well as earlier tenures at Firstwave Financial Inc and Budros, Ruhlin & Roe. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

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.

Lewis Affetto is a Series 66-credentialed financial advisor with 16 years of industry experience, currently serving at Kestra Advisory since 2021. His prior experience includes roles at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc, spanning over a decade. Outside of his advisory work, he is a partner in an accounting firm, Bernard A. Affetto & Co., and serves on the board of FRA NOI, a nonprofit organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers comprehensive services such as fiduciary consulting, plan design, and investment advice, supporting a wide range of client needs with multiple management platforms and third-party solutions.

Stephanie Feldman is a financial advisor with Mesirow Financial Investment Management, Inc. in Chicago, IL, holding Series 63 and Series 66 credentials and having 14 years of industry experience. She has been with Mesirow Financial since 2013. Outside of her advisory role, she serves as co-treasurer for the parent organization of Solomon Schechter Day School, a nonprofit private elementary school. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to private individuals, institutional clients, and government entities. The firm employs a comprehensive investment approach that includes setting asset allocation targets, due diligence across various asset classes, and offering access to proprietary private investment products and affiliated feeder funds.

Matthew Clark is a financial advisor at Janney Montgomery Scott in Chicago, IL, with 15 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Janney Montgomery Scott in 2025, he worked at Bank of America, Merrill, and J.P. Morgan in various roles spanning from 2011 to 2025. Clark also serves as an associate board member for the Daniel Murphy Scholarship Foundation, reviewing applications for prospective students. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Kevin Brock is a financial advisor with William Blair in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with William Blair & Co., L.L.C. since 2002 and previously worked at Donaldson, Lufkin & Jenrette Securities Corporation beginning in 1993. William Blair’s Private Wealth Management division serves individuals, including high-net-worth clients, as well as foundations, pension plans, and corporations. The firm employs an active, research-driven investment approach across multiple asset classes and offers proprietary models, third-party sub-advisers, and access to private funds through its MB Investments Program.

John Schriver IV is a CFA® charterholder and holds a Series 66 license, with seven years of industry experience. He has been with Cresset Asset Management, LLC since 2018 and previously worked at BMO Private Bank for 16 years. He serves on the investment committee of Christ Church of Oakbrook, advising on investment strategy and allocation. Cresset Asset Management, LLC manages approximately $71.9 billion in client assets for a diverse range of clients, including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach combining active and passive strategies, with a structured due-diligence program and a range of services including portfolio management, wealth planning, private fund advisory, and family office services.

David Snyder is a Series 65 licensed financial advisor with Corient in Chicago, IL, and has six years of industry experience. Prior to joining Corient in 2026, he worked for Vivaldi Capital Management LLC for ten years. Outside of finance, he is a financial backer and partner in CityWide SuperSlow, a fitness training business in Chicago. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm uses a goals-based, team investment approach that integrates internal strategies with third-party managers and employs risk management tools and alternative investments as appropriate.

Christopher Sullivan is a CFP® professional with four years of experience at Corient in Chicago, IL. His prior work history includes time at Bowling Green State University. Corient provides investment advisory and financial planning services to a diverse client base, utilizing a goals-based team investment approach that integrates in-house strategies with third-party managers. The firm offers specialized services through affiliates and employs risk management tools and continuous portfolio monitoring.

Jacob Cohen is a financial advisor at Creative Planning with a Series 66 designation and four years of industry experience. He previously worked at Hergenroeder Financial Advisors and LPL Financial and has experience outside finance, including a role at Towson Tavern. 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 process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various specialized portfolio management techniques.

Jack Bertke is a financial advisor with Oppenheimer, holding a Series 66 designation. He began his advisory career at Oppenheimer in 2026 after completing his studies at Michigan State University. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of investment programs and advisory services across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management.

Jacquelyn Coleman is a financial advisor at Schwab Wealth Advisory with 16 years of industry experience. She holds the Series 63 and Series 65 licenses. Her prior experience includes roles at Northwestern Mutual Investment Management and Charles Schwab. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and point-in-time wealth management consultations. The firm’s advice is driven by Charles Schwab & Co.’s asset-allocation models and internal research tools, with recommendations tailored to each client’s goals and risk tolerance.

Kevin Trinidad is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at several firms, including Prudential and Mutual of Omaha, and is also the owner of Wealthpoint360, where he serves as an insurance broker. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individuals, retirement plans, charitable organizations, and corporations. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by a network of Investment Adviser Representatives and third-party partners.

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.