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.

Ariella Masters is a financial advisor at Cerity Partners LLC with three years of industry experience. She holds a Series 65 designation and previously worked at RITA Corporation for six years. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Walter Parenti is a ChFC® with 39 years of industry experience, currently serving at Equity Services, Inc. since 1986. He has worked with National Life of Vermont since 1987. Outside of his advisory role, he is a part-owner of commercial and mixed-use real estate with his family. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and combines primarily long-term investment strategies with options for shorter-term trading and specialized instruments.

Dean Turner Jr. is a CFP® and holds a Series 66 license with 13 years of industry experience. He is currently with Rockefeller Capital Management and Rockefeller Financial LLC, having joined in 2025. Prior to that, he worked for Bank of America and Merrill for 10 years. Rockefeller Capital Management is an enterprise firm with 157 advisors, serving clients through a comprehensive wealth management approach.

Robert Bockel is a financial advisor at Osaic Advisory Services, LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has held roles at OneDigital Investment Advisors LLC, Triad Advisors, Hornor, Townsend & Kent, and Penn Mutual Life Insurance Company. Outside of his advisory work, Bockel is involved with several investment-related activities, including serving as a lead strategist at BXY Financial Network and OneDigital, as well as providing advisory and wealth management services through Pinnacle Planning Group. Osaic Advisory Services, LLC serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting, delivering advisory solutions through multiple program models with portfolios managed via proprietary guidance and third-party platforms.

Kristen Mcnamara is a financial advisor at Citigroup Global Markets with 11 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Citigroup in 2023, she worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC for 11 years. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a 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 and arrangements.

Dharmesh Goel is a financial advisor with Eagle Strategies (NY Life) based in Downers Grove, IL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been associated with Eagle Strategies since 2013 and Glen Oak Financial, Inc. since 2014, where he engages in insurance brokering and property and casualty sales. Outside of his advisory role, he is involved with the United States Tennis Association as a tennis champion promoting the sport locally. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, providing financial planning, investment management, and advisory services often connected with insurance and annuity products. The firm emphasizes tailored recommendations and manages the majority of its regulatory assets on a non-discretionary basis.

Mathew Klody is a CFA® charterholder affiliated with Rockefeller Financial LLC, with seven years of industry experience. He has worked at Rockefeller & Co since 2021 and previously held roles at Whitnell & Company and Keebeck Wealth Management LLC. In addition to his advisory work, Klody serves as an adjunct professor at the University of Notre Dame, where he teaches an Applied Private Equity course. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans. The firm offers wealth management, financial planning, portfolio management, and retirement plan consulting, combining in-house and third-party resources with access to alternative and private investments through its integrated wealth, trust, and insurance platform.

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.

Jose Madrigal is a financial advisor at Lincoln Investment in Lombard, IL, with 23 years of industry experience. He has been with Lincoln Investment since 2013 and holds Series 63 and Series 65 licenses. Lincoln Investment serves individuals, including high-net-worth clients, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of model and managed portfolio programs employing both strategic and tactical investment approaches.

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.

Erik Hoeflinger is a financial advisor with Principal Financial Services holding a Series 66 designation and one year of industry experience. Before joining Principal Securities in 2023, he spent time in full-time education and worked in various roles outside the financial services industry. He is also involved in outside insurance sales, offering fixed annuities, individual life, disability, and long-term care insurance products through multiple carriers. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, and business entities. The firm’s advisory services include financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

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.