Edgardo Devariel is a financial advisor at William Blair with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at William Blair since 2017, with a three-year tenure at Pritzker Private Capital and prior experience at Ernst & Young. 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 equities, fixed income, and alternative strategies, offering proprietary models and access to private funds through its MB Investments Program.

Gilbert Fitzgerald is a financial advisor at William Blair with five years of industry experience. He holds a Series 66 designation and has worked at William Blair since 2020. His prior experience includes roles at Discover Financial Services and a position at Indiana University-Bloomington. 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 multiple asset classes and provides proprietary models, third-party sub-advisers, and access to private funds through its MB Investments Program.

Michael McKevitt is a CFP® with 17 years of industry experience, currently serving as an advisor at Private Advisor Group, LLC since 2015. He has also been associated with LPL Financial since 2008. McKevitt operates under the business name Purposeful Wealth, Inc. for providing investment advice through Private Advisor Group. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, offering services to individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and access to third-party asset management programs, with an investment approach that incorporates asset allocation, fundamental, technical and cyclical analysis, and various strategy time horizons.

Daniel Leibforth is a financial advisor at Citigroup Global Markets in Chicago, IL, holding a Series 66 designation with 13 years of industry experience. He has been with Citi since 2012. Outside of his advisory role, he is a managing member of DLJB Ventures LLC and 532 Capital LLC, where he dedicates time to investment and real estate activities. Citigroup Global Markets serves a broad range of individual and institutional clients, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm operates at large institutional scale with capabilities including derivatives and futures services, and provides bespoke solutions for high-net-worth clients.

Jason Sternberg is a CFP® professional with experience across real estate and financial services. He currently works at Corient and previously held roles at Vivaldi Capital Management, Peak Realty, and ICM Properties. He is based in Chicago, IL. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and risk management tools.

Joseph Foltz is a CFP® with six years of industry experience and is currently an advisor at Corient. His prior experience includes roles at Balasa Dinverno Foltz LLC and several other financial and educational organizations. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools to align portfolios with client objectives.

Griffin Lau is a CFP®-certified financial advisor with four years of industry experience, currently serving at Corient in Chicago, IL. His prior roles include positions at Vivaldi Capital Management LP, RBC Capital Markets, Wells Fargo, and Ameriprise Financial. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm utilizes a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and employs continuous portfolio monitoring and risk management tools.

John Roessler is a CFP® with 22 years of industry experience, currently serving at NorthCoast Asset Management LLC. His prior work includes roles at Focus Partners Wealth, Kovitz Securities, Kovitz Investment Group Partners, and Firstwave Financial Inc. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach, utilizing proprietary models and risk management techniques across a broad range of portfolio strategies.

Jake Bernarde is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds the Series 66 designation and previously worked at Northwestern Mutual Investment Service LLC and Robert Mohr. Bernarde’s background also includes roles at Hillcrest Builders and Allar Unlimited. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and serving as a swap dealer and futures commission merchant.

Lorence Merritt is a financial advisor with Independent Financial Partners in Highland Park, IL, holding the ChFC® designation and Series 63 and 65 licenses. He has 46 years of industry experience and has worked at firms including LPL Financial and Sheridan Road Advisors. Outside of his advisory work, he serves as Co-Chair of Legacy Fundraising at Temple Beth Israel. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting.

Lewis Affetto is a Series 66-credentialed financial advisor with 16 years of industry experience, currently serving at Kestra Advisory since 2021. His prior experience includes roles at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc, spanning over a decade. Outside of his advisory work, he is a partner in an accounting firm, Bernard A. Affetto & Co., and serves on the board of FRA NOI, a nonprofit organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers comprehensive services such as fiduciary consulting, plan design, and investment advice, supporting a wide range of client needs with multiple management platforms and third-party solutions.

Stephanie Feldman is an advisor at Mesirow Financial Investment Management, Inc. with 13 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Mesirow Financial since 2013. Outside of her advisory role, Feldman serves as Co-Treasurer for the parent organization of Solomon Schechter Day School, a nonprofit private elementary school. Mesirow Financial Investment Management, Inc. provides discretionary and non-discretionary investment management and financial planning services to private individuals, institutional clients, and government entities. The firm employs both third-party managers and proprietary investment products, focusing on diversified portfolios that include mutual funds, equities, fixed income, ETFs, and alternatives.

Matthew Clark is a financial advisor at Janney Montgomery Scott in Chicago, IL, with 15 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Janney Montgomery Scott in 2025, he worked at Bank of America, Merrill, and J.P. Morgan in various roles spanning from 2011 to 2025. Clark also serves as an associate board member for the Daniel Murphy Scholarship Foundation, reviewing applications for prospective students. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Kevin Brock is a financial advisor with William Blair in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with William Blair & Co., L.L.C. since 2002 and previously worked at Donaldson, Lufkin & Jenrette Securities Corporation beginning in 1993. William Blair’s Private Wealth Management division serves individuals, including high-net-worth clients, as well as foundations, pension plans, and corporations. The firm employs an active, research-driven investment approach across multiple asset classes and offers proprietary models, third-party sub-advisers, and access to private funds through its MB Investments Program.

John Schriver IV is a CFA® charterholder and holds a Series 66 license, with seven years of industry experience. He has been with Cresset Asset Management, LLC since 2018 and previously worked at BMO Private Bank for 16 years. He serves on the investment committee of Christ Church of Oakbrook, advising on investment strategy and allocation. Cresset Asset Management, LLC manages approximately $71.9 billion in client assets for a diverse range of clients, including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach combining active and passive strategies, with a structured due-diligence program and a range of services including portfolio management, wealth planning, private fund advisory, and family office services.

David Snyder is a Series 65 licensed financial advisor with Corient in Chicago, IL, and has six years of industry experience. Prior to joining Corient in 2026, he worked for Vivaldi Capital Management LLC for ten years. Outside of finance, he is a financial backer and partner in CityWide SuperSlow, a fitness training business in Chicago. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm uses a goals-based, team investment approach that integrates internal strategies with third-party managers and employs risk management tools and alternative investments as appropriate.

Christopher Sullivan is a CFP® professional with four years of experience at Corient in Chicago, IL. His prior work history includes time at Bowling Green State University. Corient provides investment advisory and financial planning services to a diverse client base, utilizing a goals-based team investment approach that integrates in-house strategies with third-party managers. The firm offers specialized services through affiliates and employs risk management tools and continuous portfolio monitoring.

Jacob Cohen is a financial advisor at Creative Planning with a Series 66 designation and four years of industry experience. He previously worked at Hergenroeder Financial Advisors and LPL Financial and has experience outside finance, including a role at Towson Tavern. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various specialized portfolio management techniques.

Jack Bertke is a financial advisor with Oppenheimer in Chicago, IL. He holds a Series 66 designation and began his industry career in 2026. Prior to joining Oppenheimer, he completed his education at Michigan State University and worked in educational roles at East Grand Rapids High School and Middle School. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of portfolio management, consulting, and financial planning services. The firm employs various investment approaches across multiple programs and reported approximately $36.7 billion in assets under management as of late 2025.

Jacquelyn Coleman is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her career includes roles at Northwestern Mutual Investment Management and Charles Schwab. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, focusing on financial reviews, retirement planning, and investment recommendations using Charles Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and differs from many enterprise wealth managers in its fee structure and client service model.