Shannon Stevens is a financial advisor at Hightower Advisors in Chicago, IL, holding a Series 65 designation. She has five years of experience in the industry, previously working at Trust Company of Illinois and First Midwest Bank. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm emphasizes multi-manager solutions, manager selection, and uses both affiliated and third-party managers to deliver customized portfolio management and financial planning.

Daniel Maxwell is a financial advisor with William Blair in Chicago, IL, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Valic Financial Advisors and Fischer Investment Group, Inc., as well as work at the University of Notre Dame. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, and institutional clients, using an active, research-driven approach across multiple asset classes and providing access to proprietary models and private investment opportunities.

Joseph Pucci Jr is a financial advisor at William Blair with 21 years of industry experience. He holds a Series 66 designation and has worked at William Blair since 2018, following a 12-year tenure at Sanford C. Bernstein. 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 uses an active, research-driven approach across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds through its MB Investments Program.

Kollin Schaudt is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds the Series 66 designation and has worked previously at Northern Trust Bank, Northern Trust Securities, and SagePoint Financial. His background also includes positions at Wintrust Bank and roles outside finance at Iowa State University, Peach and Green, and Fareway Stores, Inc. Citigroup Global Markets serves individual and institutional clients, offering investment advisory programs, broker-dealer execution, and custody services across a range of wealth segments. The firm employs multi-asset, multi-manager strategies and maintains unique market roles including acting as a swap dealer and futures commission merchant.

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 with William Blair, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at William Blair since 2004 and has held positions with Mony Securities Corporation and Mutual of New York since 1991. 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 multiple asset classes and offers proprietary models, sub-advisory arrangements, and access to private funds through its MB Investments Program.

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 at several firms, including J.P. Morgan Securities, U.S. Bancorp Investments, Fifth Third Securities, and Cetera. Outside of finance, he was involved with The Whiskey Hound for three years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale and unique market roles, including swaps and futures services.

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 seven years of experience in financial advising. He has worked at Cerity Partners LLC since 2021 and previously was employed at Beacon Trust from 2017 to 2020. Clemens is based in Chicago, IL. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm builds client programs through tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities as appropriate.

Yan Krasov is a financial advisor at William Blair with 23 years of industry experience. He has been with William Blair & Company since 2006. Krasov holds Series 63 and Series 66 credentials. 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 active, research-driven management across multiple asset classes and offers 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 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.

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.