Jasmyn Vickery is a CFP® professional at Corient with six years of industry experience. She has previously worked at Northwestern Mutual Investment Services LLC and several advisory firms. Outside of her advisory role, she mentors young adults on budgeting and cash flow issues through 3rd Decade and volunteers with Savvy Ladies, supporting women’s financial education. Corient provides investment advisory and financial planning services to a diverse client base, utilizing a goals-based, team investment approach that combines in-house strategies with third-party solutions and includes risk management and alternative investments.

Robert Fix is a financial advisor at William Blair with 55 years of industry experience. He holds Series 63 and Series 65 designations and has been with William Blair & Company L.L.C. since 1970. 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 models, third-party sub-advisers, and private investment opportunities.

Christopher Pontarelli is a financial advisor with Fifth Third Securities, Inc., holding a Series 66 designation and six years of industry experience. His prior work includes roles at Edward Jones and Competitive Property Solutions, LLC. He is based in Summit, Illinois. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and combines third-party portfolio managers with advisor-managed sleeves, featuring services such as direct indexing and tax-overlay strategies within a structure affiliated with Fifth Third Bank.

Cameron Grable is a CFP® professional with seven years of industry experience, currently serving at Schwab Wealth Advisory in Chicago, IL. Prior to joining Schwab Wealth Advisory in 2024, he worked for The Vanguard Group for six years. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations while leaving final trading decisions to clients.

Anne Conway is a financial advisor at William Blair with five years of industry experience. She holds a Series 66 designation and previously worked at Level Ex, Inc. and Oxford Financial Group. 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 and co-investment opportunities.

Madeline Pestine is a financial advisor at Oppenheimer with a Series 66 designation and no prior industry experience. Her background includes roles outside finance, such as working with the Jewish United Fund and Reverie Dance Academy. Oppenheimer serves a diverse client base including individuals, corporations, and charitable organizations, offering a wide range of advisory and brokerage services with both discretionary and non-discretionary investment management.

Roman Ciosek is a financial advisor at Hightower Advisors with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with Hightower Advisors since 2010. The firm provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. Hightower emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers, along with proprietary research and various investment strategies.

David Pierce is a financial advisor at CIBC Private Wealth Advisors, Inc. based in Chicago, IL, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Atlantic Trust Investment Advisors, Gnv Advisors, LLC, and Geneva Investment Management. He is also the sole proprietor of Highland Investment Consulting, though currently with no active business. CIBC Private Wealth Advisors serves a broad client base including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team with relationship managers and oversight committees to create customized portfolios using both proprietary and external strategies, managing approximately $67.8 billion in assets across 175 advisors.

Kyle Richards is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Key Investment Services, Richards worked at Fidelity Investments. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and provides ongoing monitoring, due diligence, and supervisory oversight.

Erich Heger is a financial advisor with PNC Wealth Management in Chicago, holding a Series 66 designation and 16 years of industry experience. His prior experience includes roles at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, featuring an invitation-only digital platform that utilizes algorithmic risk assessments and third-party managed investment strategies mainly composed of mutual funds and ETFs.

Jonathan Newkirk is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL. He holds a Series 65 designation and has seven years of experience, including roles at CIBC Wood Gundy, Hilker Corp, and Lewis Rice. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal investment teams with external managers and offers a range of portfolio management and planning services, notable for its scale relative to advisor headcount and its involvement with investment company clients.

Michael Camiliere is a financial advisor with Hightower Advisors, holding a Series 66 designation and 17 years of industry experience. He has worked at Hightower Advisors and its affiliated entities since 2012, with prior experience at William Blair. Based in Chicago, IL, he provides advisory services through Hightower's platform. Hightower Advisors offers investment advisory and planning services to a diverse range of individual and institutional clients. The firm employs a multi-manager approach that includes affiliated and third-party managers, proprietary research, and a range of investment vehicles such as mutual funds, ETFs, and alternative investments.

Mitchell Kovitz is a financial advisor at Focus Partners Wealth, LLC with 37 years of industry experience. He holds a Series 63 designation and has worked at firms including Rothschild Investment LLC and Kovitz Securities, LLC. Kovitz is also chairman and head of the investment committee at Chicago Capital Partners Management, a perpetual private equity fund, and serves as president of the Paul Armin Family Foundation. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, financial planning, and advisory services. The firm uses a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Hee Yang is a financial advisor at Oppenheimer with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Howe Barnes Capital Management. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations with a range of programs including discretionary and non-discretionary investment management, financial planning, and consulting services. The firm offers diverse portfolio strategies and retains custody of client assets while operating both advisory and broker-dealer businesses.

Craig Abraham is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cresset Asset Management and J.P. Morgan Securities. Based in Chicago, IL, he joined Citigroup in 2024. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs through both discretionary and non-discretionary approaches. The firm combines large institutional scale with unique market roles, including in-house research and futures services.

Peter Willis is a financial advisor at Rockefeller Financial LLC with Series 66 registration and three years of industry experience. He has been with Rockefeller Financial since 2022, having previously worked at Rockefeller Capital Management for one year. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Melissa Hollon is a financial advisor with Principal Financial Services and holds the Series 66 designation. She has four years of industry experience and has worked with firms including Massino Financial Group, Tempus Labs Inc, PwC, and PepsiCo. Hollon serves as Treasurer of the Professional Women's Club of Chicago, overseeing the organization's financial management and budgeting. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through various adviser and promoter arrangements.

John Cimaroli is a financial advisor at William Blair with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has been with William Blair since 2013. Prior to that, he worked at T. Rowe Price beginning in 2003. 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 various investment strategies and provides proprietary models and access to private funds and co-investment opportunities.

Ana Ulicevic is a financial advisor at Creative Planning with 15 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Creative Planning since 2022. Prior to that, she was associated with Lockton Investment Advisors, Lockton Companies, and Lockton Financial Advisors from 2011 to 2022. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth and ultra-affluent individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by targeted active strategies and offers a range of institutional and private market investment options.

Kevin Koehler is a CFA® charterholder and financial advisor with one year of industry experience. He is currently with Cerity Partners LLC and previously worked at Whittier Trust, Miracle Mile Advisors, LLC, and Nuveen. Cerity Partners is an SEC-registered investment adviser serving a broad client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.