Andrew Sternberg is a CFP® professional based in Chicago, IL, with seven years of industry experience. He has worked at Corient since 2026, following a 13-year tenure at Vivaldi Capital Management LLC. Sternberg currently serves as an advisor at Corient, a firm offering investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. Corient employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions, using risk management tools and alternative investments where appropriate.

Jeffrey Toner is a financial advisor with Hightower Advisors in Chicago, IL, holding the ChFC® designation and Series 63 and 65 licenses. He has 41 years of industry experience, including prior roles at Comprehensive Asset Management & Servicing, Inc. and Private Vista, LLC. He serves as a board member for SGA Youth and Family Services, a charity based in Chicago, participating in policy and program reviews. Hightower Advisors provides a broad range of investment advisory and planning services to individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through its network of Advisor Practices.

Robert Duwa is a CFA® charterholder with 28 years of industry experience. He has been with William Blair & Co LLC since 2010. William Blair’s Private Wealth Management division provides 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 offers proprietary model portfolios along with access to private funds and co-investment opportunities.

Diogen Paskali is a Series 66-licensed financial advisor with William Blair in Chicago, Illinois. He joined the firm in 2023 and has prior experience working in educational institutions including Miami University and Saint Ignatius College Prep. William Blair’s Private Wealth Management division provides 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 offers proprietary models and access to private funds through its integrated platform.

Evan Lemker is a financial advisor at Principal Financial Services in Chicago, IL, holding a Series 66 designation. He has experience spanning multiple roles since 2012, including positions at Principal Life Insurance Company, the University of Iowa, and Hy-Vee. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Mark Brennan is a financial advisor with Bankers Life Advisory Services, Inc. in Chicago, IL, holding Series 63 and Series 65 credentials and possessing 21 years of industry experience. His prior roles include positions at Bankers Life Securities, PM Radio/Radio America, and Fidelity Brokerage Services. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored investment strategies aligned with clients’ goals and risk tolerances.

Kendall Lavelle is a Series 65 licensed financial advisor with Mesirow Financial Investment Management, Inc. in Chicago, IL, and has four years of industry experience. Prior to joining Mesirow in 2021, Kendall worked at Fay Financial, AMG National Trust, and RSM US LLP. Mesirow Financial Investment Management’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to individuals, pension plans, government entities, charitable organizations, and institutional clients. The firm employs a multi-asset approach with both third-party and proprietary investment products, including access to affiliated private equity and real estate funds.

Dhruv Patel is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds the Series 66 designation and has been with Goldman Sachs since 2023. Prior to his advisory role, he studied at the University of Illinois Urbana-Champaign and gained experience outside finance in the automotive service sector. Goldman Sachs Wealth Services serves a wide range of clients, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management tailored to client objectives, leveraging strategic allocation models, manager selections, and both discretionary and non-discretionary implementations within the broader Goldman Sachs ecosystem.

Bradford Miller is a Series 66-licensed financial advisor with William Blair in Chicago, IL, and has 13 years of industry experience. He has been with William Blair & Company since 2011. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides proprietary model portfolios and access to private funds through its specialized programs.

Tyler Cissell is a financial advisor with Focus Partners Wealth, LLC and holds a Series 65 license. He has one year of industry experience and previously worked in various roles across nursing education, accounting, and management from 2015 to 2026. Focus Partners Wealth serves individuals, families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm utilizes a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Matthew Dillig is a financial advisor with Hightower Advisors in Chicago, IL, holding a Series 66 designation and 28 years of industry experience. He has been with HighTower Securities, LLC and Hightower Advisors since 2012. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a variety of investment vehicles such as mutual funds, ETFs, and alternative investments.

Matthew Ward is a financial advisor with Hightower Advisors in Chicago, IL, holding a Series 66 designation and five years of industry experience. His prior experience includes roles at Hightower Securities, LLC, G Treasury, Symphony Clinical Research, and Illinois State University. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and employs proprietary research and a variety of investment vehicles.

Gordon Scott is a CFA® charterholder and holds a Series 66 license with 26 years of industry experience. He has worked at CIBC Private Wealth Advisors, Inc. since 2017 and was previously with Geneva Advisors, LLC from 2014 to 2017. He is based in Chicago, IL. 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 utilizes an investment process involving internal teams and governance committees to construct customized portfolios and managed account programs, distinguished by its relatively high assets under management per advisor and its work with investment company clients.

Matthew Cooper is a CFP® certified financial advisor with five years of industry experience. He is currently with Cresset Asset Management, LLC and has previously worked at Rockefeller Capital Management, Truist Securities, and Merrill Lynch. Prior to his advisory roles, he was employed at Elsmore Swim Shop and Indiana University Bloomington. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and both active and passive investments across various asset classes.

Sebastian Galindo Sosa is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, where he has worked since 2026. His prior experience includes six years at The Vanguard Group and a year at Wells Fargo. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within Charles Schwab & Co., Inc., delivering advice via standardized asset allocation models and Schwab research tools without exercising discretionary trading authority.

Erica Bunnell is a CFP® professional with seven years of experience in financial advising. She has worked at Cerity Partners LLC since 2019 and previously spent five years at HPM Partners LLC. Based in Chicago, IL, she currently advises clients through Cerity Partners. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset allocation, manager selection, and rebalancing techniques using proprietary quantitative screens alongside third-party managers and individual securities.

David Sokolovsky is a CFP®, CFA®, and holds a Series 66 license with 13 years of industry experience. He has worked at Hightower Advisors since 2019 and previously held positions at Zurich North America, Accenture Strategy, and Liberty Mutual Insurance. He is based in Chicago, IL. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm’s advisory model emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a variety of investment vehicles and strategies including mutual funds, ETFs, alternative investments, and custom indexing.

Ryan Taylor is a financial advisor with Goldman Sachs Wealth Services in Chicago, IL, holding Series 65 and Series 63 licenses and having five years of industry experience. He has been with Goldman Sachs since 2019 and previously worked at AIT Worldwide Logistics. Taylor also makes guest appearances as an alumnus of the Green Bay Packers. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management using tailored strategies supported by specialized teams and proprietary analytics, providing access to a wide range of services and affiliated Goldman Sachs capabilities.

James Borovsky is a financial advisor at Corient with 27 years of industry experience. He holds a Series 65 designation and has worked at Corient since 2022, with prior experience at Gofen and Glossberg, L.L.C. for 26 years. 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 and stress testing to align portfolios with client objectives.

Michael Annin is a CFA® charterholder with 19 years of industry experience. He has been with Mesirow Financial Investment Management, Inc. since 2006 and also works with Precision Fiduciary Partners LLC. Mesirow Financial Investment Management’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 process that includes preparing Investment Policy Statements, setting asset allocation targets, and conducting due diligence across a variety of investment types, while also offering access to proprietary feeder funds and third-party managers.