Heather Johnson is a financial advisor at CIBC Private Wealth Advisors, Inc. with 28 years of industry experience. She holds Series 63, Series 65, and Series 66 designations. Her previous roles include positions at CIBC Bank USA, Ausdal Financial Partners, Global Portfolio Strategies, and Edward Jones. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal investment teams and governance committees to deliver customized portfolio management and wealth advisory services, offering both proprietary and external strategies, including options hedges and structured notes.

Michael Calabrese is a CFP® certificant with 19 years of industry experience, currently serving at Citigroup Global Markets since 2022. He previously worked at Woodbury Financial Services, Inc. for nine years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including acting as a swap dealer and futures commission merchant.

Thomas Bolanowski is a financial advisor at Principal Financial Services with 10 years of industry experience. He holds Series 65 and Series 63 credentials and has worked previously at firms including B. Riley Wealth Advisors, National Securities Corporation, Equity Services Inc, and The Prudential Insurance Company of America. Outside of his advisory role, he is involved in homebuilding through ownership in TBOMAC, LLC. 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 direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Timothy Musial is a CFA® charterholder with nine years at CIBC Private Wealth Advisors and a total of 15 years of industry experience, including six years at Geneva Advisors. He is based in Chicago, IL. CIBC Private Wealth Advisors serves a diverse client base such as individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers customized portfolio management, financial and estate planning, and coordinated Family Office services, combining internal and external resources to deliver tailored investment solutions.

Edwin Belogorlov is a financial advisor with TIAA-CREF in Chicago, IL, holding a Series 66 designation and seven years of industry experience. Prior to joining TIAA-CREF, he worked at Nuveen Securities, LLC for nine years and has additional experience at Verizon and T-Mobile. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and various entities, often serving clients connected to TIAA-administered employer retirement plans. The firm’s advisory model distinguishes time-limited planning services from ongoing portfolio management, with an emphasis on fiduciary standards and the use of both model and customized portfolios.

Peter White is a financial advisor at CIBC Private Wealth Advisors, Inc. based in Chicago, IL. He holds a Series 65 designation and has been with CIBC Wood Gundy / CIBC Private Wealth since 2015. CIBC Private Wealth Advisors offers investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal investment teams, relationship managers, and governance committees to provide customized portfolio management using both proprietary and external strategies, serving clients with a notable focus on investment company portfolios.

Amit Dhawan is a CFA® charterholder with 22 years of industry experience. He has worked at CIBC Private Wealth Advisors, Inc. since 2017 and previously held roles at Atlantic Trust Investment Advisors, Gnv Advisors, and Geneva Investment Management of Chicago. Located in Chicago, IL, he holds a Series 63 license. CIBC Private Wealth Advisors serves a wide range of clients, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers portfolio management, financial and estate planning, and Family Office services, combining proprietary strategies and external managers within a governance structure involving investment committees.

Lora Carlon is a financial advisor at Oppenheimer with 32 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2005. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory approaches spanning equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary management.

Joshua Lange is a CFP® certificant affiliated with Schwab Wealth Advisory, Inc. based in Chicago, IL, with four years of industry experience. Prior to joining Schwab Wealth Advisory in 2026, he held roles at Charles Schwab & Co., Inc. and TD Ameritrade, and has work experience in the hospitality and food service sectors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on proprietary asset-allocation models and internal research tools, offering tailored recommendations with client authorization required for trades.

James Barasa is a financial advisor with CIBC Private Wealth Advisors, Inc. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Prior to joining CIBC in 2017, he worked at AT Investment Advisors, Inc., Gnv Advisors, LLC, and Geneva Investment Management of Chicago, LLC. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team and governance committees to create customized portfolios using proprietary offerings and external managers, notably managing assets for several CIBC Atlas funds.

Adam Boersma is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 licenses and has 16 years of industry experience. He has worked at Citigroup since 2017 and previously at Geneva Advisors LLC from 2015 to 2017. Based in Chicago, IL, he provides advisory services within a leading global financial institution. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains several market roles including acting as a swap dealer and futures commission merchant.

Andrew Phillips is a financial advisor at Citigroup Global Markets with two years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. before joining Citigroup. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles and provides bespoke discretionary solutions for large relationships.

Adolfo Alvarez is a financial advisor with Valic Financial Advisors in Chicago, IL, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His work history includes roles at AGIA since 2022 and a tenure at Valic Financial Advisors dating back to 2015. In addition to his advisory work, he is involved with non-securities insurance products through AGIA. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts, managing approximately $29.2 billion across a large advisor network.

Christopher Smulski is a Series 66 credentialed financial advisor with 22 years of industry experience. He is currently with Truist Advisory Services and has previously worked at Wells Fargo Clearing, Wells Fargo Bank, J.P. Morgan Securities, and Banc of America Investment Services. Smulski serves on the board of Saint Mary of the Angels Catholic School in Chicago, where he consults on school-related matters. Truist Advisory Services provides investment consulting and advisory services to individual, corporate, retirement plan, and charitable clients. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled research tools to support its investment strategies.

Brian Kirkland is a Series 66 licensed financial advisor with eight years of industry experience. He is currently with Fifth Third Securities, Inc. and Fifth Third Bank, where he has worked since 2022. Prior to that, he held positions at Bank of America, Merrill Lynch, and Bosak Auto Group. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through both investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, combining advisor-directed models and third-party portfolio management, and operates as a wholly owned subsidiary of Fifth Third Bank.

Alexander True is a Series 65 licensed advisor at Corient in Chicago, IL, with one year of industry experience. He has prior experience at Vivaldi Capital Management, Holl Financial Services, and Charles Schwab & Co., Inc. before joining Corient. 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 corporate entities. The firm uses a goals-based, team approach to portfolio management, combining in-house strategies with third-party managers and specialized offerings through affiliates.

Sofia Mondragon Castillo is a financial advisor at Citigroup Global Markets with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at JPMorgan Securities LLC and JPMorgan Chase Bank NA. Citigroup Global Markets serves a broad range of individual and institutional clients, 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 security pricing, and provides a variety of advisory, execution, and custody services.

Bridgid Kyle is a financial advisor with CIBC Private Wealth Advisors, Inc. in Chicago, IL. She holds Series 63 and Series 65 designations and has 30 years of industry experience. Her prior roles include positions at Atlantic Trust Investment Advisors, Gnv Advisors, LLC, and Geneva Investment Management of Chicago, LLC. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a collaborative investment process and offers a range of services including portfolio management, financial and estate planning, manager selection, and coordinated Family Office services.

William Escamilla is a CFP®-designated financial advisor with William Blair in Chicago, IL, bringing 40 years of industry experience. He has worked at William Blair since 2004 and previously at Deutsche Bank Securities Inc. from 2001 to 2004. 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 employs an active, research-driven approach across various asset classes and provides proprietary models and access to private funds and co-investment opportunities.

Daniel Boldon is a CFP® professional with two years of industry experience, currently serving at Corient in Chicago, IL. His prior roles include positions at Gofen and Glossberg, Societe Generale, and Deutsche Bank. Boldon has been with Corient since 2022 and has experience spanning both advisory and financial services firms. 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 combining internal security and fixed-income strategies with third-party solutions and employs risk management tools and stress testing to align portfolios with client objectives.